One thing is certain: with the right investments, wealth can not only be preserved but even grown—even in the midst of a global pandemic. But what is the best way to build crisis-proof, growing wealth? How can (family) investors find the options that best suit their goals among the wealth of possibilities?
Hard-earned capital should thrive and grow. A platform with an intelligent matching algorithm serves as the space where sellers and buyers meet.
DealCircle was born out of experience with the frustrating consequences of inadequate matches. Following an intensive exchange with over 700 M&A advisors, the idea emerged to establish a data-driven platform to increase the likelihood of a successful transaction for all parties involved.
Players in the diversified financial market benefit from this platform. They have access to a growing database of over 250,000 German and international strategists, as well as financial investors and MBI candidates. The owner-managed multi-family office Tertium also makes use of this network. In its day-to-day operations, the Hamburg-based company relies on the modern technology that DealCircle uses to connect its clients.
As an intermediary, Tertium acts as a bridge between its high-net-worth clients and a wide range of investment opportunities. “We serve a diverse range of clients under one roof. We aim to structure investments optimally in line with our clients’ goals,” says Dr. Luka Bajec, one of the managing directors of Tertium Family Office GmbH. “Our primary building blocks for this are asset allocation and selection.”
To take the burden off its clients, Tertium also offers full-service support for all administrative areas. “What sets us apart is that we’ve adopted an interdisciplinary approach,” says Dr. Thomas Bister, elaborating on his company’s unique position. “We combine asset management with a holistic approach that also provides entrepreneurs with legal and structural support.”
First-generation family businesses, in particular, can thus receive comprehensive support and be structured in a forward-looking manner. In the second or third generation, families benefit from a transformation of structures to optimize their wealth planning.
The managing directors agree: The way wealth is accumulated is decisive for the type of support provided. An entrepreneurial family with a history in manufacturing has a different investment focus than capital-intensive “New Economy” families.
They all want one thing: growing, crisis-proof capital. “We structure the assets so that they develop and remain strong and resilient across various capital market conditions,” explains Bajec. Global diversification is the central approach of any forward-thinking management strategy across various capital market cycles. It is this proactive risk management that enables calm wealth management even during times of pandemic.
With this approach, Tertium is a classic multi-family office that navigates the market for comprehensive wealth management services for high-net-worth clients with confidence, distinguished by personalized service, a friendly demeanor, and strong communication.
Bister explains: “Family office is not a protected term.” Tertium serves clients such as family-owned businesses from various industries, each with assets ranging from 100 to 500 million euros. While financial interests are certainly a factor, the managing directors are certain that it is above all the individual—with their personal history and unique interests—who is at the center of their support.
As a traditional family office, the firm is committed to not profiting from specific products or providers. Tertium keeps the client’s best interests in mind—regardless of the investments made.
It is their diversified, forward-looking approach that makes objective, flexible, and personalized support possible. While Bajec focuses on fund manager selection to find the best possible manager for his clients, Bister oversees the direct investment division. “We’re on the buyers’ side,” says Bister. “And we’re very glad to be able to rely on DealCircle in our day-to-day business.”
Based on personal discussions with its clients, Tertium defines a search profile: industry, balance sheet items, key metrics—all of which provide insight into potential wealth-building investments. This non-industry-specific approach opens up a multitude of possibilities, which becomes more manageable thanks to DealCircle’s proven algorithm. “The value of DealCircle grows with the size of the platform,” notes Bister, who has been familiar with the company since its founding in 2018.
The buyer knows exactly what they’re looking for, but not who can offer it. It is this mutual lack of knowledge between buyer and seller that makes DealCircle’s algorithm work. The Hamburg-based company acts as a link—essentially a “Parship” for corporate transactions. Here, M&A advisors indicate what is for sale and under what conditions. Buyers, such as Tertium, are presented with the most suitable matches for their clients.
Abstract data and cutting-edge technology, combined with human expertise and absolute discretion, make DealCircle a cornerstone of the global transaction market.
