EES VALUE ADVISORY

In our value advisory business, we offer across entrepreneurial and special situations:

1. Executive and managerial mandates

As part of our clients’ executive management team, our directors lead the turnaround, incubation and scale-up of our clients’ companies or a specific business initiatives by taking on its day-to-day operational responsibilities. We further assist in M&A transactions and principal investments by joining and leading the management team during divestments or acquisitions such as a buy-to-build strategy. Our work is success-oriented across well-defined milestones, and can be structured on an interim or permanent basis. The roles typically include the ones of the chief executive, chief operating and/or chief restructuring/transformation officer in accordance with our clients’ specific situations and needs.

2. Advisory mandates

We act as advisors across the corporate and transaction life cycle, and assist our clients’ in their specific situational needs with

Strategy development, validation and roadmaps such as turnaround and value creation plans,
Investor and due diligence support with commercial and operational focus during M&A transactions and principal investments,
Planning and execution of business transformation initiatives, restructurings, disposals, greenfield build-ups, and buy-to-build or fix strategies

Specialisation and track record

We are specialised and built a serial track record in artificial intelligence (AI) and enterprise technology. Our mandates focus on the commercialisation and operationalisation of foundational and platform technologies, and the scale-up of digital platforms and disruptive business models in the areas of intelligence augmentation and workflow automation.

We have led exits, spin-outs and mergers while turning around businesses, paired with product and technology development at the convergence of financial services and the enterprise ecosystem. By driving product and technology innovation, we reposition companies for sustainable growth in line with our strategic priorities and value-creation theses.

We bring deep expertise in building, scaling, and transforming banking and capital-market, investment technology, and other enterprise software solutions, as well as their integration in the incumbent ecosystem. Our work extends to big data, machine learning and generative AI for decision augmentation, risk management, and strategic insight. We have also advanced use cases for blockchain and distributed ledgers in infrastructure and global data utilities.

We believe in focused risk-taking, leveraging our long track record in alternative investments and specialty finance to enhance operating platforms with innovative technology. We have been building a pan-European private-capital platform for small- and mid-size enterprises (SME), offering embedded payments, trading, accounting, and risk management under open-architecture principles. This builds on our experience in scaling challenger banks and executing large-scale restructuring of global capital-market, corporate-and-investment, and regional banks, and commercial insurers.