Recent History


Investing Activity

 
 

Prospective mid-market turnaround fund

2017

Evaluated prospects for mid-market turnaround fund in DACH region and Italy. Sourced recurring deal pipeline of €1.5bn in turnover, engaged over 100 opportunities with €6.5bn in turnover in first 9 months of 2017.

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Israeli Transformer Manufacturer

2016

Carved out from a Swiss industrial holding company a non-core and heavily cash-flow negative transformer manufacturer in Israel.

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UK Door Manufacturer

2015

Acquired four core business segments from the conglomerate Seller in conjunction with an insolvency filing.

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Global High Yield and Distressed Credit Manager

2011-2014

Managed over €1bn in high yield and distressed investments across Europe.

Recent Advisory Mandates

 
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Investor Due Diligence and Fundraising

Status: Active

Client: Swiss-based private investment firm

Mandate: Led full-scale due diligence of U.S. auto finance platform, preparing for fundraising of European investor capital.

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Process Improvement and Budget Review

Status: Active

Client: Swiss-based fund incubation and placement firm

Mandate: Full review of existing business processes with focus on sourcing and deal execution; drafting of business plan and budget following strategic review.

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Investment Process and Deal Sourcing

Status: Active

Client: Swiss-based distressed investment fund

Mandate: Review of research and investment process. Sourcing of illiquid financial assets, including secondary private equity LP interests, interests in underperforming managers with structural complexity, legal and liquidation claims.

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Operational Review and Recapitalisation

Status: Ongoing

Client: Norwegian glass technology business

Mandate: Rebuild business plan as part of a recapitalisation and repositioning of the business.

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Leadership and Strategic Support

Status: Ongoing

Client: U.K.-based start-up providing client secure communication solutions for professional SMEs

Mandate: Coaching the CEO in business development strategy, process excellence and financial management.