Advisory
We advise companies, owners, developers and investors on participations, real estate and renewable energy projects, with the perspective of a shareholder who invests in the same fields.
How we can help
Advice on transactions, succession and project structuring, from people who invest in the same fields.
Transactions
Support with buying or selling a company stake, a property share or an energy project: valuation, structuring and negotiation.
Succession planning
Advice for owners preparing a handover, including partial sales, staged exits and new shareholder structures.
Project structuring
Help setting up real estate and energy projects: ownership structures, financing concepts and the choice of partners.
Second opinion
An independent review of business plans, budgets and investment proposals before you commit.
How we work
A clear sequence, agreed with you in advance, so you always know what comes next.
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01
Initial meeting
We listen to your situation and questions, free of charge and in confidence.
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02
Mandate and scope
We agree in writing on the scope of work, the timeline and the fees.
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03
Analysis
We work through figures, contracts and options, and discuss interim results with you.
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04
Recommendation and support
You receive a clear recommendation, and we stay at your side during implementation if you wish.
What you can expect
Our advisory services are business consulting. They do not include investment advice, investment brokerage or other financial services within the meaning of the German Banking Act (KWG) or the German Investment Firm Act (WpIG).
- One fixed contact person from start to finish
- Scope and fees agreed in writing before work begins
- Confidentiality from the very first conversation
- Advice grounded in our own investment practice
- Openness about any potential conflict of interest
Questions we often hear
Is your advice independent of your own investments?
Advisory mandates are handled separately from our own investment decisions. If a potential conflict of interest arises, we disclose it before going any further.
Do you advise private investors on financial products?
No. Our advisory is aimed at companies, owners and project partners. We do not provide investment advice on financial instruments or brokerage services.
How are fees structured?
Depending on the mandate: a fixed fee, a time-based fee or a combination. We agree on this in writing before any work begins.
Other fields
Many projects touch more than one field. A refurbished building may carry a rooftop solar plant; a company sale may need advice first.
Let’s look at your project together.
Send us a short description. We reply personally and treat every enquiry confidentially.