We provide hands-on advice to companies, founders and executives to grow enterprises and create transformational change.
1.
Equity story
We support management or founder teams in developing a sound equity story for the business or growth project. The equity story is supported by a detailed financial model that derives the cash need to unlock future growth.
2.
Investor approach
3.
Due diligence
4.
Negotiation
Growth transaction documentation is inherently complex. We take the lead in strategically structuring the deal, coordinating with investors, consortia, and key stakeholders, while ensuring transaction terms are meticulously integrated into purchase contracts and investor agreements.
Transaction types
Financing rounds & capital raising
Financing rounds are the structured process of securing capital to support a company’s growth, operational scaling, market penetration, or other key milestones. These rounds are typically categorized by maturity stages and vary in terms of complexity, valuation metrics, and investor types. While equity participation is most common, later-stage financing rounds may also involve debt or hybrid capital instruments. Venture capital and growth equity funds are the primary sources of funding. However, other investor types such as family offices, corporate venture arms, and strategic partners can be attractive alternatives since they usually provide more flexible investment structures.
Secondary transactions
Secondary transactions refer to the transfer of existing shares in a company from current shareholders (often early investors, founders, or employees) to other shareholders or new investors. Unlike regular financing rounds, these transactions do not involve the issuance of new shares or capital into the company. Instead, they enable a reallocation of ownership within the existing capital structure. Common motives for secondary transactions include:
- Liquidity / de-risking for early shareholders
- General ownership redistribution
- Cap table optimization for late-stage investors or pre-exit alignment
Strategic investments & partnerships
Strategic investments & partnerships involve capital deployment and/or alliance formation of companies based on operational overlaps or broader strategic rationale. These partnerships typically pair growth companies with corporates or (adjacent) industry players, often structed as minority equity investments or joint ventures. Key objectives are to accelerate growth and leverage operational synergies, for example through expanded market access, operational support or shared infrastructure.
Strategic investments & partnerships are often pursued with a long-term perspective and may aim at an eventual acquisition of the company by the strategic partner.
Tech exits
Tech Exits involve the majority sale of a technology company, typically occurring at later maturity stages or strategic inflection points of a company. Key objectives of acquirers – ranging from industry players to domain-focused financial investors – are to unlock value through scaling, platform synergies, or technological integration. Given the distinctive nature of technology companies, the transaction process demands particular knowledge of sector-specific business model characteristics (e.g., recurring revenue, IP, scalability, integration potential) as well as different technology domains (e.g., Software/SaaS, med tech/life sciences, or hardware).