For Investors.
Value Creation Support for Investors
The successful management of local investments requires, depending on the nature of the investment, often an active asset management approach and local presence. This can tie up a lot of time and resources and requires establishing a constructive and trusted relationship with the management of the portfolio company.
Our Service Offering
We can support you in the management of your portfolio companies and take over asset management tasks to ensure that your value creation plan can be realised.
Tasks that we typically take over, e.g., include:
- Drafting of a business plan (value creation plan) for the portfolio company in close cooperation with the company’s management and you as the investor;
- Participation in board meetings and liaising with the management team of portfolio companies;
- Optimisation of the management team’s structure, including the closing of competency / skill gaps;
- Organisation and participation in strategy workshops on the implementation of the business plan, including the development of organic and inorganic growth strategies;
- Monitoring of the implementation of the business plan, identification of weaknesses and recommendations to eliminate these in a targeted manner;
- Regular reporting of the company’s financial and operational performance (key KPIs) to the investor;
- Monitoring and optimisation of the company’s liquidity management and financing structure;
- Preparation of the company for a potential exit.
Even if we were not involved in the original transaction, we can act as your trusted advisor in a post-transaction situation and, e.g., take over roles as non-executive directors or other long-term positions.
Contact Us
We would be delighted to lead your portfolio company to long-term success together with you. If you should be interested to learn more about this topic and our service offering, please contact us on kontakt@dtrag.de. We are looking forward to getting to know you.
Kontakt.
Sie wollen ein persönliches Gespräch mit uns oder haben noch Fragen? Nehmen Sie hier ganz einfach Kontakt mit uns auf und schon bald hören und/oder sehen wir uns.