ExpertiseValue Creation and Exit Readiness

Creating value, driving long-term success

To provide an actionable post-acquisition agenda takes a clear strategic roadmap, well-defined growth levers and stringent execution. Together with our clients, we set ambitious targets and develop tangible concepts to create sustainable value, achieve timely results and unlock performance improvements.

 

Our offering covers all areas of value creation as part of end-to-end advisory services: from strategy development, identification of top- and bottom-line improvement initiatives to (re-)defining financial structures, all focused on maximizing long-term profitability.

 

During the exit process, we serve our clients by defining the optimal exit strategy and equity story for a pre-defined buyer universe supported by best-in-class commercial vendor due diligence. In addition, our dedicated M&A team also provides M&A sell-side advisory services.

 

As your partner, we will maximize returns in the exit phase, and provide both clear and effective communication for bidders as well as flexible support for potential questions from buyers or lenders.

Value creation initiatives

  • Strategic roadmap: define a clear strategic roadmap for future development and design strategic initiatives (organic and through M&A)
  • Build-up strategy and target screening: identify potential add-on targets to shape the investment journey across borders (e.g., DACH region, Italy) and expand into diversified businesses
  • Digital transformation: develop digital initiatives across all company processes
  • Sales force effectiveness: design a new commercial paradigm and increase sales force performance
  • Customer value management: introduce periodic assessment of client satisfaction and identify areas for improvement
  • New market entry and product introduction: identify new geographical markets and new product pipeline development
  • Marketing and pricing effectiveness: develop a marketing, go-to-market and pricing strategy
  • Management control systems: develop a new cost control system and proper reporting
  • Organizational structure and HR: define new processes, size the organization, define and develop people
  • Bottom-line improvement: optimize production, sales and marketing and G&A costs
  • Financial structure: debt advisory
  • Cash management: manage liquidity
  • Asset management: reduce inventories, increase utilization and out/insourcing activities
  • Commercial vendor due diligence
  • Define exit strategy and equity story
  • Analyze industry trends and competitive positioning
  • Business plan preparation
  • Identification of tangible upside growth opportunities

X"Together, we can create value throughout the entire investment lifecycle, delivering exceptional returns at the point of exit."

Filippo Cerrone, Partner at Fortlane Partners

contact the teamMeet our experts in Value Creation and Exit Readiness

Giovanni Calia
Managing Director
Due Diligence, Value Creation and Exit Readiness, Portfolio Strategy and Buy & Build, Principal Investors and Private Equity
Axel Meythaler
Managing Director
Carve-out and PMI, Performance Improvement, Organizational Performance and People, Value Creation and Exit Readiness, Change Management
Dr. Gerrit Schütte
Managing Director
Due Diligence, Value Creation and Exit Readiness, Portfolio Strategy and Buy & Build, Principal Investors and Private Equity, Industrials and Automotive
Filippo Cerrone
Partner
Due Diligence, Value Creation and Exit Readiness, Principal Investors and Private Equity, Healthcare and Life Sciences
Felix von Obernitz
Partner
Interim and Program Management, Value Creation and Exit Readiness, Carve-out and PMI, Principal Investors and Private Equity
Jan Beckmann
Principal
Interim and Program Management, Performance Improvement, Value Creation and Exit Readiness, Carve-out and PMI

Ready for tomorrow?Get in touch and see how our team can help you.