Investment Advisory

Capital alone does not create value – it is the right investment decision that makes the difference. Our investment advisory services are designed for private and institutional investors, family offices, and entrepreneurs who wish to deploy their capital in a targeted and well-founded manner into high-growth companies.

We guide investors from identifying suitable target companies through to structured decision-making. Our clients benefit from our deep understanding of the German capital market, our sector-specific expertise, and our established network of entrepreneurs, banks, and co-investors in Germany and across Europe.

Our approach is independent and interest-driven: we advise based on sound analysis, not on product commissions. Our recommendations are grounded in a careful assessment of the economic substance, market position, and management quality of the respective companies.

Whether direct equity stakes, minority participations, convertible loans, or pre-IPO investments – we help you identify and implement the investment structure that best suits your objectives.

Investment Advisory

Our advisory offering is aimed at investors who wish to invest actively in companies – in particular within the German Mittelstand and its growth segment. This includes family offices, high-net-worth individuals, entrepreneurial families and smaller institutional investors.

Through our network, we identify attractive investment opportunities that are frequently not publicly available – including pre-IPO investments, growth financings and special situations. We provide access to deals that are rarely found on the open market.

Every investment decision requires a solid foundation. We support the economic analysis, company valuation and risk assessment – in a practical, clear and focused manner.

The right structure of a participation is often decisive for investment success. We advise on the choice of the appropriate investment form – from direct equity stakes to hybrid instruments such as convertible loans or mezzanine capital.

Our advisory work does not end with the closing of a transaction. Upon request, we accompany investors during the post-investment phase – through regular monitoring, attendance at supervisory board meetings or strategic advisory to the portfolio company.

Compensation is structured on a transaction or advisory basis, depending on the nature of the mandate. For successful participations, we frequently agree a performance-related component that clearly aligns our interests with your investment success.