Raising capital is not a single transaction but an ongoing effort. We are active at every stage of the process to make sure our clients are best-positioned to meet the challenges inherent in fundraising. We typically work with funds between USD 100 Million and USD 1,500 million in size, and raise capital from institutional investors in the Europe, Middle East and Asia, Afrika. Our services are customised based on the investment strategy, need, experience, target market of GPs. A typical fundraising assignment consists of following steps:
Initial Analysis and Marketing Documentation
We start with a detailed review of the fund offering and investment strategy. We act as sounding board to the GP and participate in generation of ideas and new fund concepts. This also involves assisting in preparation of marketing material for GP such as Presentation, PPM and DDQ etc.
Pre-Marketing and Strategy Development
We develop a fundraising plan keeping in mind both short term goals as well as long term strategy. With our continuous interaction with investors, we are able to make a soft pitch of the strategy and devise a tailor made strategy for each mandate. A detailed marketing plan is prepared in agreement with GP considering the market conditions and competitive landscape. We identify the investors best suited for the investment offering and approach each investor individually.
Active Marketing (Road Shows)
Based on our interaction with the investors and their response we schedule an efficient road show, targeting maximum impact in minimum time. We provide roadshow coordination, detailed investor profiles, investor follow-up, and regular reporting on fundraising. We accompany the GP team in meetings, help in investor interaction and negotiation. We also handle complex, simultaneous limited partner due diligence processes.
Follow-Ups & Closing
We keep in touch with the investors and organize meeting, call as per the need to take the process to its logical conclusion that is to successful final close. We provide various post-closing services to the GPs. A successful fundraising process does not end with the signing of the legal documentation – it is our firm opinion that the successful fundraising cycle starts here. We strongly encourage our clients to engage with the marketplace at least 9 to 12 months prior to the commencement of the formal capital raising period.
Mergers & Acquisitions
All corporate finance activities support entrepreneurial vision and represent a solid basis for any business activity with regard to all stakeholders. To reach these objectives all assets and specific values have to be looked at and to be regarded in a continuous manner. In a specific situation we make sure that most promising alternatives are at hand, discussed intensively and finally decided about.
Entrepreneurial Wealth Management
We look at businesses from an asset manager’s point of view. Thus our experience and expertise can help and support to create, invest, manage and realize the value of a business or company (i.e. entrepreneurial wealth). We know, understand and manage the variables for alternative asset investments especially in owner-driven, family-owned or private equity companies.
We are convinced of appropriate and solid financing. Therefore entrepreneurial wealth and business financing start initially at shareholder level and is followed by equity finance and ends finally with debt. The other way round must lead to interest rates over the market and to restrictions for management as well as owners or other stakeholders. Solid financing is the air to breath for success.
Mergers & Acquisitions
Our professional background and dedicated capacities may be used in complex, cross-border or other special situations where buy- oder sell-side support is needed. In m&a-transactions we focus on transaction management including, using and supporting existing capacities as well as consultants (i.e. legal, tax) for the benefit of our client and to make best results possible. We especially understand entrepreneurs, families and owners with regard to their back-ground, mindset and thinking.
Unique Set of Expertise
All our Partners have taken responsibility as a CEO or CFO in companies. Additionally all of them have invested own and taxed money in businesses or companies. Moreover they have led buy- and sell-side transactions with corporations, financial sponsors or family-owned businesses. This combination of professional experiences is hardly found with m&a boutiques, consultants or investment banks. That is why we negotiate with corporate CEOs as well as entrepreneurs and family owners.