Corporate & Expansion Strategy
We focus on the expansion and development of your company and business model in both vertical and horizontal dimensions. We analyse the status quo along your strategic goal on the relevant three levels of market, product and capital. After defining the strategic framework and analyzing the differences to the status quo, the measures to achieve the strategic target can be derived.
Market, Customer & Product Strategies
We support our clients in the development of market and market access strategies, the selection of partners for the implementation of product and management strategies and the management of cross-border products and assets. Another focus is the development of product strategies.
Portfolio Strategy & Planning
The development of a portfolio along strategic guidelines as well as the analysis and transformation of an existing portfolio must be regularly assessed for their environmental criteria and adjusted if necessary. This is done in particular when reviewing the investment strategy or existing products or new products to be developed. These must be placed in the context of the existing portfolio and its future development, in both quantitative and qualitative terms.
ESG | SDG Strategy
Existing portfolios and real estate must now be considered against the background of sustainability requirements. The regulatory requirements for an ESG strategy in accordance with the Sustainable Finance Disclosure Regulation (SFDR) must be taken into account when designing investment products. The main focus is to define the ESG strategy; in addition, the support and monitoring of the implementation of the strategy as well as regular reports on the achieved goals to the supervisory authority are necessary.
Research & Benchmarking
We support our clients in analyzing markets, especially in the course of designing new products and investment strategies. However, not only the development of new products or investment strategies, but also the further development and expansion of existing business models and organizational structures require comparison with alternative market concepts and business models. Research methods and benchmarking of your target model with target models and companies in the market are relevant and the focus of our work.
Investment Strategy, Analysis & Optimization
We analyze the markets in terms of product availability and expected returns in line with your strategic framework. In addition to potential markets, we identify suitable investment and product strategies. In doing so, we take care of your current investment strategies and analyze them against the background of the current market environment as well as peer consideration. The recommendation of optimization potentials and their implementation compliments our support.
Product Development | Fund Concepts according to SFDR
Today, not only your company, but also your business activities and investment products have to meet the requirements of responsible entrepreneurship and sustainable investment. Based on benchmarks for best practice in entrepreneurship, we analyze and design or optimize your company's sustainability strategy with a special focus on your existing portfolio and new products. In doing so, we focus on the requirements of the Disclosure Regulation for the reporting of investment products as well as those of the taxonomy and the EU action plan.
Internationalization
We provide our clients with our experience and knowledge of international companies and their organizational models in cooperation. International markets require different solutions or organizations on a local level. This organization depends on the respective market and its standards, as well as the products offered and the targeted capital of their company. This results in requirements for the organization as a whole, but especially for the local set-up in terms of functions, resources and competences.
Investment Structuring | Regulatory | Compliance
Together with specialized advisors, such as lawyers and tax consultants, we prepare your strategies for implementation and analyze necessary conditions for structures or products. In doing so, we prepare the necessary documents, tools and processes and implement them in your organization.
Manager- | Product Selection
A multi-stage selection process ensures the selection of the most suitable partner for your organization and, if applicable, your products. The "best-fit" is the guiding principle of the process. Based on our market experience and knowledge of market participants, and taking into account your requirements, we create a list of suitable candidates, which is then analyzed and reduced in a two-stage selection process. A weighted scoring model is used to make an objective and transparent selection based on the requirement criteria, which is completed during a management presentation and subsequent due diligence.
Investment- | Fund Selection
We monitor the European market and constantly update our database of product offerings that are offered to investors for investment. We create a range of investments and investment vehicles for you that are tailored to your investment strategy. The selection is made using a structured two-step selection process according to your specifications on strategy, market, sector, yield, etc.
Interim Management & Program Management
As interim and program managers, we take over the operational management of your complex, multidisciplinary projects. We work closely with all stakeholders to plan requirements, manage project timelines and identify risks. We provide clear communication with cross-functional partners. We keep you informed of progress and deadlines, to ensure the achievement of defined goals and increase the efficiency, accuracy and reliability of your projects. We have C-level experience in well-known international companies.
We are happy to provide you with our experience and expertise on a temporary basis. In the past, we have already supported customers for a limited period of time.
Investor Representation
We will be happy to act as your representative in the market and actively and passively record market agreements for you. Selection processes are influenced by the size and investment power of the investor. The participation of so-called industry giants often leads to the exclusion of smaller specialists from a selection process. Therefore, they strive for an open process with professional and competent partners at market conditions. We will handle this process for you as the main representative - by the way, an activity that is standard in the Anglo-Saxon market.
Post Merger Integration
Strategy, concept and implementation planning for a business field development or a new investment product does not only require a new or complementary organization by a partner in the defined market or sector. Often overlooked is the required build-up of internal resources and/or the competence and integration of the (new) internal resource and that of the external partner. This partner relationship needs to be defined and learned.