Succession or repositioning
Change of ownership, succession constellations or transition situations with a clear need for shaping.
Investment logic
Investment Approach
KBM invests in established medium-sized companies with stable business models and development potential.
The focus is on succession situations or strategic transitions in which an orderly change of ownership, economic viability and realistic further development come together.
Typical parameters
Resilient market position
Companies with understandable value creation, a relevant customer base and a viable business model.
Technology, industry, services
Focus on medium-sized business models with operational substance and a credible development perspective.
Earnings base or development path
Stable or stabilisable earnings and cash-flow situation as the basis for transaction viability.
Approach
Long-term orientation
Holdings are viewed long term and actively supported – without short-term exit logic.
Structured collaboration
Objective and reliable coordination with sellers, advisers, management and financing partners.
Operational development
Focus on organisation, processes, steering and concrete feasibility after the acquisition.
Economic viability
What matters is what can be robustly implemented from a financing, operational and personnel perspective.
Typical development themes
- Improvement of transparency, steering and reporting
- Stabilisation and further development of organisation and leadership
- Unlocking efficiency potential in processes and interfaces
- Meaningful digitisation with direct operational benefit
- Professionalisation of structures for sustainable growth
Value creation after the acquisition
KBM pursues an investment approach with direct entrepreneurial value for the companies. Depending on the starting point, selected functions can be bundled or specifically strengthened without unnecessarily restricting operational independence.
Accounting & reporting
Improved transparency, a more consistent numbers base and reliable steering information.
People & organisation
Structuring roles, leadership and organisational setup with a view to stability and development.
Marketing & market approach
Support where market presence, communication or sales strength can be specifically enhanced.