Entrepreneurial direct investments / M&A

We support the acquisition and sale of direct shareholdings in companies and also provide transaction advice (M&A). This offer is aimed primarily, but not exclusively, at asset owners with an entrepreneurial background.

Direct, off-market investments in companies or outright purchases are an established pillar of asset allocation, especially for asset holders with an entrepreneurial background;

It is often a matter of having a good understanding of the operational business or even the industry in which you once worked, or simply of not completely leaving the “corporate world” even after the sale of your own company.

As a team, we combine more than 25 years of operational experience in the M&A and private equity investment business and can therefore guide you through the entire process: From defining an investment strategy, to screening the market for potential targets, to the final signature of the purchase or investment agreement.

After the investment, the focus is often on the long-term entrepreneurial development of the portfolio companies – here we can provide support with a network of industry experts that has grown over decades.

Of course, we also support you in the design and structuring of your own investment ideas.

Our focus is on counselling and support.

Consultant for all areas of private finance and family office management

Save, preserve
and savour

Property is an obligation: therefore it must be protected and preserved. But it is also there to give those it serves security and the freedom to have more time for the finer things in life.

Family Business Management

When advising on strategic ownership issues, we help families to define their individual family "value compass" and smooth the transition to the next generation;

Family Office
Management

We help asset owners (and their families) to answer all questions about "whether" and "how" to set up their own asset management structures - or provide support when it comes to making existing structures more efficient.
Made with ❤ by Digital Baden