Investment Process

Our investment process normally follows these steps:

First Contact: On the basis of the received documents, we evaluate whether the company fulfills our investment criteria and fits to us. If yes, we generally conduct a company visit and a first meeting with management.

Letter of intent: In the letter of intent we specify the main parameters of the transaction, especially the valuation of the company based on it's projected strategy.

Due Diligence: In this phase, we conduct a detailed due diligence process with respect to all relevant business aspects. In addition we might mandate external consultants such as auditors, lawyers, and industry experts. The purpose of the procedure is to verify the information previously received and to establish a business plan . An exclusivity agreement with the respective company and its shareholders is an absolute prerequisite for us to begin the due diligence process.

Closing of the transaction: The sales and purchase agreement is negotiated, debt financing is secured and the transaction is executed.

Post investment activities: Ongoing monitoring of the defined goals and strategies and pragmatic support of the management by Grünwald Equity. All day-to-day operating business activities are the sole responsibility of the company's management.

Investment Criteria