We support en­trepre­neurs, private individuals and/or family offices in adding direct investments to their overall asset allocation. As part of a customized investment management mandate, we offer to search for investment op­portu­nities, evaluate them and carry out the investments. After a parti­ci­pa­ti­on in a company, we support the portfolio companies by taking a seat on steering committees with the aim of maximizing the chances of success of our clients' direct investments. Our current portfolio consists of more than ten portfolio companies. Within our investment management mandates, we focus primarily on companies in the D-A-CH region that operate in the following sectors:

We can implement investments in start-ups in the range of CHF 1–2.5m per investment.

For direct investments in profitable companies, we can allocate up to CHF 10m per investment.

Our current portfolio consists of more than 10 investments.

Corporate Development

Our corporate development services aim to actively support our clients in achieving growth targets over a specific period of time. Our clients choose Schwartz­kopff Partners AG to start with an in-depth analysis of their current financial status in order to define the relevant goals and develop strategies to realize these goals. This includes in particular the compa­ti­bi­li­ty of financing options and resource management (be it Hiring and/or Capex Investments).

More specifically, our services include:

• "Make or buy" decisions
• Analysis of the target company regarding market op­portu­nities, competitive situation and financing options
• Business planning with the help of professional, individually developed planning tools
• Support with transaction and project financing and analysis of the company's debt capacity
• LBO/MBO structures
• Company valuations and cust­omiza­t­i­on of transaction structures
• Iden­tifi­ca­ti­on of oppor­tu­nities for strategic cooperations or investments

M&A deals and project financing require a compre­hen­si­ve un­derstan­ding of the situation of both the buyer and seller. Schwartz­kopff Partners analyzes the initial situation of its client and aligns the results with strategic objectives before contacting market participants with carefully prepared information. We completely handle the acquisition or sale of companies as well as the structuring of joint ventures, from analysis of the initial situation to advisory during contract negotiations.