Due to personnel changes and bottlenecks in resources, business developments had become confusing over the years. Internal communication and exchange on business development suffered and there was a lack of transparency. In order to make important processes for management decisions clear again, the company was faced with the necessity to realign its monthly reporting. The owners with strong technological product know-how were represented in the management. Particularly against the background of an increasingly tense earnings and liquidity situation, they wanted an economic sparring partner, especially for the interpretation of the monthly results and the derivation of measures.
Development of a new focused and automated monthly reporting as well as essential KPIs. Introduction of a forecast process and cost centre reporting and first-time implementation of an integrated 3-year corporate planning. Regular presentation and joint discussion of the business results and the strategic development of the company during the monthly management meetings. Business sparring also in preparation for bank appointments as well as definition and implementation of the strategy.
Gain transparency on current business performance, impact of management decisions and strategic measures, secure medium- and long-term financing requirements, return to a successful growth course combined with an increase in profitability.
Our team was asked to advise a Venture Capital Fund to assist in the process of financing a young but established company. The company was a B2B software company with numerous customers seeking growth financing.
Our team advised a German family-owned automotive Group in connection with a supplier health check analysis.
Our team advised a telecommunication company in connection with the sale of its passive infrastructure to an infrastructure fund.
Our team advised a German MidCap Private Equity Firm in connection with the acquisition of a personnel leasing company.
REORGANISATION OF A COMMUNAL SERVICE PROVIDER | In this project, a municipal real estate service provider faced various challenges: historically grown structures had led to inefficient processes.
ACCOMPANYING A FINANCIAL INVESTOR IN THE PURCHASE OF A COMPANY | Finding innovative solutions involving the interests of the seller and the main creditor or supplier in a restructuring environment
The business magazine brand eins has once again named Valetis 2023 as one of the best management consultancies.
