We always work on the basis of various principles we feel a duty to observe. These apply to the planning and execution of our transactions as well as to communication with all key stakeholders.
We strive for growth and focused diversification: organically and through acquisitions. For us, focused diversification means strengthening what already exists and being open to new ideas. We believe in the benefits of targeted reinforcements in traditional areas. At the same time, we see the advantages of standing on more than two legs.
We acquire companies with the aim of long-term integration into the Group and without a defined holding period. Here, we are not restricted to specific industries and currently focus on manufacturing companies in the fields of mechanical engineering, the metalworking industry and automotive suppliers.
Our aim is to ensure that each subsidiary can develop with economic independence and in cooperation with its siblings in a growing group of companies.
We are pragmatic and focus and on the essentials. In the course of our due diligence, we focus on the crucial points and try to understand the causes of the current imbalance as well as the short- and medium-term development opportunities and risks. We concentrate on operational business operations, strategic orientation and financing. Because that’s where we have the most experience. For the real estate sector we work with the Schwarzenberg Group. We value the harmonious triad of expertise, trust and sympathy.
We regularly work towards the development of a term sheet that is acceptable to both parties and contains all economically relevant conditions and regulations for the transaction. These are then incorporated into a contract that is kept as simple as possible without extensive buyer or seller guarantees.
We attach great importance to the development of tailor-made transaction structures and continuation concepts that address the needs and fears on the seller side and also contribute to increasing the operational success of the portfolio companies. We emphasise the balanced consideration of the interests of all parties involved in the transaction – the seller, the target company and ourselves.
When the contract is concluded, we not only understand the problems, risks and opportunities, but also have a sound, realistic continuation concept that includes a detailed restructuring
In order to achieve the best possible result, we provide support according to the individual challenges and circumstances. We can do this by strengthening the management team with an experienced member of our own team. It can also be done with an advisory board or a board of directors – if necessary with an additional industry expert. In addition, we provide our portfolio companies with further support in the form of additional specialist knowledge and management capacity.
For our projects we are supported by a case-specific network of experienced industry experts, specialist consultants and service providers. In this way, we strengthen our own teams with additional specialist knowledge and skills flexibly according to requirements. This enables us to approach highly diverse projects with an agile and efficient structure.
To finance larger projects, we form consortia with other investors who are looking for a way to diversify their portfolio.
We communicate directly and stand by our commitments, because we are convinced that transaction processes do not benefit from tactical bidding
We are committed to an analysis to the best of our knowledge and belief and to making realistic bids from the very beginning
We openly share our opinions and will explain the results of our analysis in a transparent manner
We are happy to coordinate the further communication policy with the seller, even after the transaction has been completed.
We are flexible and able to act quickly. Our organisational concept enables us to make exceptionally fast investment decisions. As a small team with no fixed fund guidelines lurking in the background, we can adapt perfectly to the needs of the seller with regard to the transaction structure and make decisions extremely quickly.
If necessary, with access to a meaningful data room, we can prepare a binding offer within a very short time and conclude the transaction very quickly.
After completion of an acquisition, we lead the carve-out and restructuring and provide the portfolio company with specialist expertise and additional management capacity during the challenging change phase.
We support our portfolio companies and act in their best interests, and we always strive to sustainably increase the competitive edge and profitability of the company. We are a reliable partner from the day we take over, implementing agreed plans and pursuing jointly agreed goals with commitment, and expecting the same from our business partners.