Investment Management
We work with a select group of shareholders, family offices and business owners whose investments need closer attention than they can give themselves. We follow your investments, represent you where decisions are made, and work with management, partners and advisors on your behalf to protect and grow their value, judging each decision as we would for our own investments.
- Ongoing monitoring of your companies and investments
- Financial performance reviews and management reporting
- Review of budgets, investment plans and major spending
- Representation on boards of directors and key committees, including Audit, Nomination & Remuneration, Investment, etc.
- Protection of shareholder rights, including minority stakes
- Monitoring of capital increases, dilution and related-party deals
- Work with management, partners and your other advisors
- Performance improvement and value creation
- Holding structures, ownership strategy and exit planning
We take your seat at the table.
First, we agree with you what you want to track, which decisions you want to review and when you want to be alerted. Then we follow your investments closely, review the numbers every period and represent you where decisions are made. We raise issues with management early, before they become expensive.
You have an investment that is underperforming or has been left without proper oversight.
You hold a minority stake and have little say in how the company is run.
You own several investments but have no team to monitor them.