Investment Process

Analysis & Indentification

Use industry expertise and experience to recognize and understand which businesses have value creation potential. Identify transformative technologies, market access strategies, and operating processes required to unlock the value potential, Identify the key stakeholders and their motivations.

Contact & Negotiations

Establish with shareholders and/or management whether a private equity solution is required and appropriate. Define the wants and needs of the key stakeholders.

Memorandum of Understanding

Negotiate terms and conditions of transaction. Draft and sign memorandum of understanding with all stakeholders.

Valuation & Assessment

Collect relevant data, in order to appropriately evaluate internal capabilities and external influences.  Valuation methodology will vary depending on the growth trajectory to date and future growth prospects identified.

Sale / Subscription Agreement

Depending on the type of transaction conducted, draft Sale or Subscription of Shares Agreement, in which key deliverables and conditions are defined. A detailed business plan must, among others, form part of the agreement.

Due Diligence

Compile Due Diligence team according to transaction requirements. Obligatory fields are Financial, Legal, Insurance, Environmental and Personnel.

Closing Phase

Finalize contractual framework (shareholders’ agreement, employment contracts, etc.), and complete business plan, in which an immediate 100-day plan and a mid-term plan (3-5 years) are specified. Issue of shares and instatement of the management board.

Active Participation

Active participation in the management of the portfolio company through board representation and employment of required key personnel to build critical capabilities. Our focus lies on monitoring change, financial controlling and HR-related services, including management coaching.