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SERVICES FOR PORTFOLIO COMPANIES AND ACTIVE OWNERSHIP

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We support active ownership! Why investment management services with implementing partners?

Entrepreneurs are often characterized by a strong desire to be a partner. The role of an active owner is increasingly sought after. Entrepreneurial ideas are to be realized through various companies. Active investment management is the key to success here. We partner with owners to help turn ideas into entrepreneurial successes:

Typical phases where we accompany and participate:

  • Growth, internationalization, strategy

  • Business development and go2m strategies

  • Cooperation between subsidiaries and cooperation between holding structures and subsidiaries (e.g.: formation of competence centers, shared services)

  • Restructuring and realignment

 

Crucial to success: optimal interaction between owners and managing directors. As executives, long-standing interim managers, and owner representatives, we understand both perspectives and can act as a connecting link to unleash energy. Success = trusting relationships. Trust is built on competence and commitment—that's exactly what we deliver!

Representation of the owners' interests in the sense of an active advisory board function

We translate the owners’ strategic objectives into implementation:

  • Defining/sharpening the owners’ vision

  • Translating the vision into objectives for management and executives

  • Defining programs and performing the function of a steering committee for strategic programs

  • Sparring partner of the owners

  • Advising owners on issues relating to organizational structure (keyword: coordination of subsidiaries, etc.)

Beirat
GF

Representation of the owners in the management

In certain phases, it may be useful for an owner representative to actively support the management of a subsidiary:

  • Management assessment

  • Sparring partner of the management

  • Taking over the management (coordinator/spokesperson of the management until taking over an active role in the management)

Support for family businesses – “active ownership”

  • "Professional Family Ownership" summarizes all activities for active ownership

  • Defining the appropriate control structures between family and external management

  • Moderation of advisory board meetings and taking on advisory board roles

  • Participation in long-term strategy development


Details can be found here:

FU

Why are our services suitable for investment companies?

"Traditional" active investment companies actively strengthen the market and competitiveness of their portfolio companies. We see our services as a suitable complement to the management services of the portfolio companies:

  • If a neutral “connection” between the associated company and the subsidiary is desired

  • Taking over special tasks which cannot be performed by the associated company due to capacity constraints

  • Taking over operational vacancies at the subsidiary as a sensible intervention

 

We strive for long-term partnerships with our portfolio companies – this creates the right basis of trust and a “cultural fit”.

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