Case
studies

Case
studies

[Situations without any playbook.]

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Initial situation:

A mid-market developer struggles with a challenging environment and increasing capital requirements. The project pipeline and growth strategy is at risk.

A solution should be found enabling to continue the intended projects almost unchanged despite limited capital resources, avoiding any possible bailouts and pursuing new opportunities should be still possible.

  • A dual track strategy will be pursued to increase the probability of implementation and to buy time. 
  • Prioritized will be a strategic partnership with a real estate company which although should secure the further financing.
  • The majority stake of the developments will be contributed to this partnership.
  • Aligning interests the developer will keep the remaining minority stake.
  • In this venture he will take on the role of an operating partner for a specific region.
  • In this defined roles they will then realize new projects.
  • Talk to capital or joint venture partners for every single project in parallel. This fall back position will increase security of the transaction.

Initial situation:

A restructuring unit of a bank, should be adjusted on a fast growing international portfolio of problematic real estate financing and on bail out purchases.

The unit should be shaped to be resilient enough to circumvent fast and efficient with a constant increasing international portfolio of problematic and already defaulted real estate debt. Which can experienced use of work out strategies to stabilize risks and possibly preserve capital.

  • Establishing an international network of partners and service provider.
  • Providing instruments and strategies enabling to recover the capital value of the financing best possible.
  • Applying and executing workout strategies to stabilize assets in an international context.
  • Integrating external capital partners in workout and exit strategies.
  • Building a center of competence to fall back early on by other bank divisions to reduce risks.
  • Directing exit strategies for assets and investments at default to dismantle possibly to preserve capital.

Initial situation:

A restructuring unit of a bank, should be adjusted on a fast growing international portfolio of problematic real estate financing and on bail out purchases.

The unit should be shaped to be resilient enough to circumvent fast and efficient with a constant increasing international portfolio of problematic and already defaulted real estate debt. Which can experienced use of work out strategies to stabilize risks and possibly preserve capital.

  • Establishing an international network of partners and service provider.
  • Providing instruments and strategies to enable to recover the capital value of the financing best possible.
  • Appling and executing workout strategies to stabilize assets in an international context.
  • Integrating external capital partners in workout and exit strategies.
  • Building a center of competence to fall back early on by other bank divisions to reduce risks.
  • Directing exit strategies for assets and investments at default to dismantle possibly to preserve capital.

Initial situation:

A young pro-tech company is looking for a way to strengthen and to accelerate the qualitative growth.

A way should be found to allow predominantly a qualitative growth. Secondary is to raise therefore further capital.

  • The current target group of builders will be enlarged by real estate companies and real estate servicer.
  • Thereof will be companies filtered which will be possible strategic partners and strategic investors as well and could be a multiplier.
  • Essential criteria are a high reach and reputation. To understand and utilize the product. Willing to pay for it. Having an affinity to technology and the opportunity to invest in this business.
  • In preliminary discussions possible fits will focused evaluate until an appropriate candidate will be found.
  • It will be gained access to possible aspirants and talks effective directed.

Initial situation:

A bank will consolidate their portfolio of bail-out purchases in conjunction with a solution for the responsible asset management company which won’t be necessary in this form in the future.

Finding a satisfying overall solution for the portfolio and for the involved subsidiary.

  • It will be dual track proceeded i. e. searching investors which will acquire the company including the portfolio. For example as nucleus for further activities.
  • Identifying possible candidates to conduct focused confidential preliminary talks.
  • Insights thereof will be strategically considered wether the intended transaction can be sweetened e. g. if further activities of the bank will be included.
  • The small portfolio will be prepared to make it noteworthy by a market which favorites more larger ones.
  • Further more the market will be tested wether the company could be exist as a third party provider.
  • Communicating the changes and realignment of the company like that the commitment don’t suffer.

Initial situation:

A bank will consolidate their portfolio of bail-out purchases in conjunction with a solution for the responsible asset management company which won’t be necessary in this form in the future.

Finding a satisfying overall solution for the portfolio and for the involved subsidiary.

  • It will be dual track proceeded i. e. searching investors which will acquire the company including the portfolio. For example as nucleus for further activities.
  • Identifying possible candidates to conduct focused confidential preliminary talks.
  • Insights thereof will be strategically considered wether the intended transaction can be sweetened e. g. if further activities of the bank will be included.
  • The small portfolio will be prepared to make it noteworthy by a market which favorites more larger ones.
  • Further more the market will be tested wether the company could be exist as a third party provider.
  • Communicating the changes and realignment of the company like that the commitment don’t suffer.

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