Investment Advisory – Unique investment protection and value creation

These days, buying low and selling high is no longer enough. So we offer a range of services for private equity and venture investors to drive investment protection and value creation in their portfolio companies. Our approach is to complement transaction focused investment teams with our senior experience in both strategy to operations to build value from the ground up.

The right set of tools

Sustainable value creation is based on a good strategy that is implemented to the highest standard, operational excellence and continuous improvement, all at the same time. This can further be leveraged by carefully looking for and integrating value adding portfolio complements. Our three pillars address precisely this value paradigm.

Our services include:

Strategy, Governance and Operational Performance Review – Pre-Investment, due diligence – Regularly as part of ongoing portfolio management
30d/90d/24mo action planning and target setting
Board and Management skills review
Co-Execution in the portfolio companies – Interims management on multiple levels (vertical-horizontal) M&A execution Business development – Operational performance improvement
Regular portfolio companies progress management

The right set of people

It is difficult to integrate all of the specific skills needed for success under one umbrella without running into the trap of being only second best. That’s precisely why we build our teams by reaching out for the needed skills where they are available. We engage only the most senior, experienced people with proven management and board experience to act on shareholder, board and management levels. These multi-skilled specialists, used in a targeted way, address the specific levers to improve value.