Investment Strategy

Financial Services Expertise


Based on our extensive investment experience in the financial services sector we have addressed a large variety of different challenges.
Hence, we developed a proven toolkit of innovative solutions for almost every issue. Therefore, we have the ability to make well-founded and reliable decisions very quickly.

Approach


Value Investments


  • Our deal-by-deal approach does not restrict us in terms of investment size or region
  • This allows us to focus on the most promising value-investment opportunities - often with an anticyclical approach
  • For every investment we individually develop the optimal investor base without a blind-pool risk for our investors

Transaction Security


  • Almost all of our more than 20 investments had to pass the change of control process with financial supervisory authorities
  • Our 100% success track record in obtaining all requested regulatory approvals reflects our strong reputation with European financial regulatory authorities
  • Thereby, we provide maximal transaction certainty to sellers and our investors

Partnership


  • As former top managers in financial service companies all our partners have personally experienced the daily challenges for executives of financial institutions themselves
  • Based on this experience, we support our management as sparring partners with good business judgment
  • In close and trustful collaboration, we empower managers to become entrepreneurs so that they can unlock the full potential of their business without the restrictions of a large group




Flexibility


  • Our deal-by-deal approach does not restrict us in terms of investment size or region
  • This allows us to focus on the most promising value-investment opportunities
  • For every investment we individually develop the optimal investor base without a blind-pool risk for our investors

Transaction Safety

  • Almost all of our more than 20 investments had to pass the change of control process with financial supervisory authorities
  • Our 100% success track record in obtaining all requested regulatory approvals reflects our strong reputation with European financial regulatory authorities
  • Thereby, we provide maximal transaction certainty to sellers and our investors

Partnership

  • As former senior managers in financial service companies all our partners have personally experienced the daily challenges for top managers of financial institutions themselves
  • Based on this experience, we support our management as sparring partners with good business judgment
  • In close and trustful collaboration, we empower managers to become entrepreneurs so that they can unlock the full potential of their business without the restrictions of a large group





Criteria



I



Banks, insurers and other financial services companies


II



Headquartered in Europe


III



Both majority and minority investments


IV



Enterprise value above
50 million euro