We work with our clients in their quest for value by helping them execute their direct private capital investments.
CAPIOR helps investors with private capital transaction execution from start to end. We can help you to plan and manage your direct investment objectives, whether you are acquiring or divesting, restructuring or embarking on a joint venture. We help with start-up and expansion plans, defining the strategic rationale of partnerships, identifying attractive acquisition opportunities, managing the M&A and corporate finance process, designing appropriate structures, performing due diligence, and determining which businesses no longer fit the strategic agenda. We guide our clients through a wide range of situations as illustrated below.
Pre-Transaction
The ability to create unique situations, where you have an edge, is one of the biggest drivers of return. We work in partnership with our clients to develop investable insights, thematic strategies and assist with qualifying direct investment opportunities, as follows:
Deal generation, opportunity development, building roll-up investment strategies and corporate venturing structures
Matching a target company’s growth requirements with selected sponsors or investor groups
Assisting with the development of an integrated investment thesis, value creation plan and financial model
Transaction Execution
CAPIOR provides end-to-end execution services for direct deal transactions. We calibrate our involvement to the requirements of the situation and, typically, support our clients with:
The acquisition or divestment transaction often in parallel with co-investment and financing work streams
Coordinating investor engagement and developing the suite of transaction marketing materials
Assisting with the transaction process coordination including documentation, due diligence, structuring and negotiation workflows
Post-Transaction
Value creation is a long-term process that starts at acquisition and comes to fruition at the exit. We provide active support for portfolio companies’ and management teams during the investment period. Examples of our post-acquisition services include:
Developing a clear post-acquisition agenda, developing strategic blueprints for portfolio companies, assist with the development of a 100 day and/or integration plan, setting mid-term goals and a road map for execution of the investment case
Governance and monitoring of the financial performance of portfolio companies and acting as an interface with management
Identifying and effecting the optimal exit strategy. Preparing the selling documents, the data requirements, data-room setup, pre-qualifying buyers and otherwise assisting with the divestment well in advance of the actual time of sale
We offer a unique approach to direct investment services as we provide hands-on management of the investment in a company or real estate that combines various execution, consultancy and advisory services in the field of acquisitions, finance, business strategy and development, planning, analysis and management. We do this in close partnership with private investors and operate as integral part of the companies they invest.
We support company and targeted real estate investments, offering transaction services tailored to each sector.
We develop proprietary tools including computer software platforms as a service for financial (data) services supporting optimal transaction management.