Interdisciplinary team and lasting
solutions for your needs.

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Your needs

We are solely responsible to our clients and include their trusted advisers in our interdisciplinary team. We coordinate essential activities and are, if desired, first point of contact.

Capital

You have a profitable company or promising project but little or no equity. You are willing to partner with investors. You are looking for equity but without giving up control. Instead, you are able to offer attractive interest rates or profit sharing arrangements. You need debt capital, but bank financing offered is not tailored to your needs, inflexible and requires risky personal guarantees. For many companies and projects, local and international subsidies and grants are available which significantly reduce financing costs. We assist, including preparation of necessary documentation, filing of request, negotiations and closing. You have qualified successors, but they do not have the necessary capital to purchase shares in your company. You are a manager of a company and would like to participate or take it over.

Asset Protection

No success without risks. Entrepreneurs need to protect their company, family and fortune with tailored solutions.

Project Management

You seek capital from third parties but want to concentrate on your core competencies. You can delegate search, structuring, receipt, management, repayment of debt and equity capital, including banking and investor relations and reporting.

BRAND & STORY
BRAND & STORY
Strong brands are attractive to investors. They have to be carefully designed and communicated. Brand and story are essential to succeed with financing campaigns. We assess a project or company from an investor’s perspective and support our clients in branding and storytelling.
STRATEGY CONSULTING
STRATEGY CONSULTING
We advise entrepreneurs in financing projects with equity and debt. This includes project development as well as the refinancing of existing companies, projects and real estate.
STRUCTURE
STRUCTURE
We have developed innovative financial structures for investing in alternative investments such as real estate, company participations and assets such as art collections, watches, classic cars, renewable energies, precious metals and raw materials. We advise holistically; i.e. we take the three key areas of every client - family, company, fortune – explicitly into account.
FINANCING MIX
FINANCING MIX
Private equity and debt markets have developed rapidly providing specific pools of liquidity. We advise on how to structure transactions to access such capital pools. This can be particularly helpful in times when traditional financing channels, such as bank loans, are almost closed, too expensive or come with too many restrictions. We prepare decisions, support our clients in negotiations and in implementation.
INVESTMENT IDEAS & CLUB DEALS
INVESTMENT IDEAS & CLUB DEALS
We develop investment products that give professional investors direct and indirect access to company participations, new technologies and products, select real estate and exclusive assets.
CONTROLLING
CONTROLLING
Speed and quality of information have become an important success factor. Our controlling services enable clients to seize opportunities and to systematically manage risks. With partners, we offer proven solutions for financial planning and reporting, recommend actions to increase cash flow and reduce financial risk, allowing clients to focus on their core competence.

Your needs

We are solely responsible to our clients and include their trusted advisers in our interdisciplinary team. We coordinate essential activities and are, if desired, first point of contact.

Capital

You have a profitable company or promising project but little or no equity. You are willing to partner with investors. You are looking for equity but without giving up control. Instead, you are able to offer attractive interest rates or profit sharing arrangements. You need debt capital, but bank financing offered is not tailored to your needs, inflexible and requires risky personal guarantees. For many companies and projects, local and international subsidies and grants are available which significantly reduce financing costs. We assist, including preparation of necessary documentation, filing of request, negotiations and closing. You have qualified successors, but they do not have the necessary capital to purchase shares in your company. You are a manager of a company and would like to participate or take it over.

Asset Protection

No success without risks. Entrepreneurs need to protect their company, family and fortune with tailored solutions.

Project Management

You seek capital from third parties but want to concentrate on your core competencies. You can delegate search, structuring, receipt, management, repayment of debt and equity capital, including banking and investor relations and reporting.

BRAND & STORY
BRAND & STORY
Strong brands are attractive to investors. They have to be carefully designed and communicated. Brand and story are essential to succeed with financing campaigns. We assess a project or company from an investor’s perspective and support our clients in branding and storytelling.
STRATEGY CONSULTING
STRATEGY CONSULTING
We advise entrepreneurs in financing projects with equity and debt. This includes project development as well as the refinancing of existing companies, projects and real estate.
STRUCTURE
STRUCTURE
We have developed innovative financial structures for investing in alternative investments such as real estate, company participations and assets such as art collections, watches, classic cars, renewable energies, precious metals and raw materials. We advise holistically; i.e. we take the three key areas of every client - family, company, fortune – explicitly into account.
FINANCING MIX
FINANCING MIX
Private equity and debt markets have developed rapidly providing specific pools of liquidity. We advise on how to structure transactions to access such capital pools. This can be particularly helpful in times when traditional financing channels, such as bank loans, are almost closed, too expensive or come with too many restrictions. We prepare decisions, support our clients in negotiations and in implementation.
INVESTMENT IDEAS & CLUB DEALS
INVESTMENT IDEAS & CLUB DEALS
We develop investment products that give professional investors direct and indirect access to company participations, new technologies and products, select real estate and exclusive assets.
CONTROLLING
CONTROLLING
Speed and quality of information have become an important success factor. Our controlling services enable clients to seize opportunities and to systematically manage risks. With partners, we offer proven solutions for financial planning and reporting, recommend actions to increase cash flow and reduce financial risk, allowing clients to focus on their core competence.