A management buy-in can facilitate sound succession planning and sustainable transactions. Managers interested in acquiring a company not only receive financial backing from a family office but can also draw on the company’s expertise.
With the founding of aumento value invest, aumento value—headquartered in Oberhaching near Munich—is entering the financial investment sector as a multi-family office and will now acquire and develop companies itself while securing their long-term succession. Founded in 2020, the company assists businesses with succession planning as well as with buying or selling companies and advises on potential for value enhancement. Finding the Right Price: Bidding Processes Can Help
Financial Investor and Coach in One
On the one hand, aumento value invest acts as a financial investor and acquires companies in whole or in part. “Entrepreneurs who want to place their life’s work in good hands have found in us a partner who not only keeps an eye on the financial metrics but also aims to keep the company on a stable course or bring it back there. Both monetary and non-monetary factors play a major role in this,” explains Roland Morizet, managing director and company founder with extensive international management experience. “We support private investors and young managers in realizing their dream of owning their own company and stand by them as partners and coaches,” says the managing director.
A study by Deloitte & Touche GmbH Wirtschaftsprüfungsgesellschaft titled “Mergers & Acquisitions in the SME Sector” shows that 87 percent of the SMEs surveyed have already abandoned an ongoing transaction. The main reasons for this include, above all, disagreements over the purchase price, but also unexpected risks or the target company’s insufficient financial performance. The newly founded family office, on the other hand, focuses on transparency and foresight: “Our family office doesn’t take risks. We aren’t deal breakers, but rather a reliable partner throughout the entire process,” says Roland Morizet.
Holistic Approach
Whereas traditional family offices provide capital as financial investors to acquire companies on a project-by-project basis, aumento value goes a step further: “We support the companies and cover the entire process from a single source,” says Harald Rieder. This now also includes the ability to use the family office to effectively bridge potential gaps in the transaction process and create added value for all parties involved.
