For Investors.

Restructuring of Portfolio Companies

Sometimes, even after a thorough due diligence process, things don’t go quite as planned. We can help you to sustainably resolve crises in a portfolio company and to identify the best way forward.

How can DTRAG assist you?

Our mandates can take different forms, depending on the situation and needs of our clients. However, a typical restructuring process will broadly follow the following steps:

  1. Analysis of the Status Quo: We start with a thorough analysis of the company, including its structure, finances, processes, product offering and market conditions. This process helps to identify the root causes of the need for restructuring.
  2. Strategy Development: Based on our initial analysis, we develop a clear strategy for the restructuring process, which we implement as part of your Value Creation Plan. This may include changes to the organisational structure, cost savings, product portfolio streamlining, expansion into new markets or other measures.
  3. Change Management: We help to implement the agreed restructuring measures and ensure that the company’s employees understand and accept the change. This can include training, communication strategies and employee motivation measures.

We can also assist you in the effective communication with the company’s lenders, suppliers, and customers.

Possible Additional Measures

In addition, we implement the following measures as and when required:

  1. Financial Management: An important part of any restructuring process are measures to improve the financial health of the organisation. This can include identifying cost saving opportunities, optimising working capital and financial planning. We identify such potentials for you.
  2. Risk Management: We help to identify potential risks and challenges during a restructuring process and develop appropriate strategies to minimise risks.
  3. Performance Monitoring: Once the restructuring measures have been implemented, we support you in monitoring the company’s performance to ensure that the agreed targets are met. Adjustments can be made if necessary.
  4. Legal and Regulatory aspects: DTRAG can also advise on legal and regulatory issues related to the restructuring and ensure that the company complies with all necessary regulations.
  5. Technology and IT Systems: In many cases, a restructuring process also requires updating or improving IT systems and technology. We can work with our partners to help select and implement appropriate solutions.
  6. Market Research and Competitor Analysis: DTRAG can assist the company in assessing the market and competitors to better inform strategic decisions.
  7. Sustainability and Future Proofing: We can also make recommendations on the long-term sustainability and competitiveness of the organisation.

Our exact role and the form of our support will depend on the specific needs and challenges of the organisation.

Contact Us

We are happy to guide our clients through the entire restructuring process, including negotiations with lenders, third party shareholders and the management team.

If you would like to find out more about this topic, please contact us at any time at kontakt@dtrag.de. We look forward to getting to know you.