Wherever a business transformation requires support ...

 

 
Private Equity Investment Structure

Private Equity Investment Management

Industry & Scope :

  • Private Equity and Venture Capital, from 'Seed' up to 'Expansion'.
  • Related to technology companies in :
      - Electronics,
      - Software,
      - Digital Media,
      - Communications,
      - Medical Devices and
      - Advanced Materials,
    which were located in Switzerland, EU Countries and the USA.

Role / Function :

  • Investment Partner of a leading Venture Capital firm in Switzerland and ...
  • Board Member / Board Observer for several Portfolio Companies.

Business Context :

  • Screening and assessing of new investments.
  • Investment management of existing portfolio companies.
  • Leading / coaching of these portfolio companies at Board and operational level.

Actions :

  • Actively coaching, guiding and providing comprehensive support to portfolio
    companies in :
     - Strategy review, development & implementation.
     - The definition of Business Models in line with market requirements,
        Go-to-Market Strategies as well as Marketing & Sales Management.
     - Planning and implementation of restructuring measures.
     - Handling of demanding customer projects.
     - Financial planning and controlling.
     - HR Management of senior managers.
     - IPR Management.

  • Managing companies throughout their entire life cycle.

  • Jury Member of the Swiss Technology Award.

  • As part of the investment management :
     - Fund raising.
     - Review of potential new investments.
     - Due diligences in the context of new investments.
     - Re-Financing (Lead Investor and as part of Investment Syndicates),
       valuations and negotiation with shareholders, banks & creditors.
     - Execution of several M&A Projects (share & asset deals).
     - Foundation of a Joint Venture in Italy.

Outcome :

  • Achieving the successful turnaround of the above mentioned software company.
  • Operationally and financially optimized development of the portfolio companies.
  • Successful implementation of exits for several portfolio companies.