For Investors and Lenders

Preserving and creating value from the perspective of investors and lenders.

For banks, family offices and private equity funds: we assess neutrally, create transparency and execute decisively, from value creation in the portfolio through restructuring to transaction.

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A neutral view of the investment: robust numbers, clear options for action, delivery by people with operational experience.

Your perspective

Banks, family offices and private equity. Three ways to secure value.

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Phase 01

Transformation

Value creation across the investment portfolio: performance programmes that deliver the business case and lift EBIT for the long term.

Typical questions

  • The investment is falling short of the investment case
  • Value creation levers are identified but not implemented
  • A 100-day or value creation plan needs operational delivery
  • The management team needs reinforcement on the front line
  • Earnings power should be visibly raised before the exit
To Transformation
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Phase 02

Restructuring

Neutrality and delivery in a crisis: independent business review, restructuring concepts and interim management from the investor's perspective.

Typical questions

  • An independent business review or restructuring concept is required
  • A covenant breach or liquidity squeeze is looming
  • The investment is disappointing, and neutrality and clarity are needed
  • An interim CRO or CFO should lead the restructuring
  • Restructuring trust as security for investors and lenders
For Investors and Lenders
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Phase 03

Transaction

Robust grounds for decisions in purchase, sale and special situations: due diligence with operational depth and a firm hand on the process.

Typical questions

  • The substance behind the sales figures needs to be examined
  • A portfolio company is being prepared for sale
  • Enterprise value has to be determined objectively
  • A carve-out has to be made stand-alone capable
  • A special situation calls for transaction-experienced support
To Transaction