Insight
AI in SMEs: What It Really Looks Like
AI should support ownership continuity, not technology theatre. This article shows where careful automation strengthens team trust and operating...
Insights & perspectives
Insights on succession and ownership.
Practical perspectives for owners, advisors, asset managers, fiduciaries, and investors on trust-led succession, continuity, flexible capital, and operator-led value creation in Swiss and DACH SMEs.
Insight
Insight
AI Modernisation in SMEs: What Actually Works
For investors, AI readiness is an operating-quality question. This article explains how to modernise carefully without destabilising continuity...
Insight
Building Proprietary Deal Flow Through Trust
In the DACH SME succession market, many of the best opportunities are never widely auctioned. This article explains why trust-led...
Insight
Buyer Fit: What Founders Should Ask
Not every acquirer is the right buyer. This article helps founders assess buyer fit, continuity, team protection, and long-term ownership intent.
Insight
Continuity as a Return Driver in SME Deals
In Swiss SME acquisitions, continuity is not an obstacle to value creation. It is one of its foundations. This article...
Insight
DACH Family SMEs and the Succession Gap
Family-owned and owner-managed SMEs across the DACH region face a distinctive succession challenge: ageing owners, fewer obvious internal buyers, and...
Insight
DACH SME Succession: An Overlooked Opportunity
Succession-driven SME acquisition in the DACH region is a structural opportunity hiding in plain sight. This article explains the scale...
Insight
DACH SMEs Reward Patient Capital
The DACH SME market rewards investors who can build trust, move patiently, and support operator-led transitions. This article outlines why...
Insight
First 90 Days After Acquisition: Listen First
The first 90 days after an acquisition shape whether a new owner is trusted or merely tolerated. This article explains...
Insight
Founder Involvement After Sale Matters
Stepping back completely after a sale is not always the most responsible option. This article explains why founder involvement during...
Insight
From Single Deals to a Dedicated Fund
Moving from single acquisitions to a dedicated fund can strengthen alignment between capital and operations in a succession-led model. This...
Insight
How to Talk to Your Team About Ownership Change
Communication is one of the biggest determinants of how a team experiences an ownership transition. This article explains when to...
Insight
Prepare Your SME for Leadership Transition
Succession planning does not need to destabilise the business. This article explains how founders can prepare for leadership transition methodically:...
Insight
The Hidden Cost of a Rushed Succession
A rushed handover can look efficient on paper while quietly damaging the business underneath. This article explores the hidden cost...
Insight
Three Risks That Destroy SME Deal Value
Most value destruction in succession-driven SME deals can be traced to a few familiar causes: losing key people, losing customer...
Insight
What Founders Fear Most When Selling an SME
Most founders do not lose sleep over valuation first. They lose sleep over what happens to employees, customers, culture, and...
Insight
What Responsible Long-Term Ownership Means
Almost every buyer claims to have a long-term vision. This article explains what responsible long-term ownership actually looks like in...
Insight
What We Look for in Investment Partners
Not every source of capital is a fit for a continuity-first, operator-led acquisition model. This article explains the qualities that...
Insight
Why 3–5 Year Transitions Work Better
A 3 to 5 year transition model is not simply a longer hold. It is a different value-creation logic. This...
Insight
Why Operator-Led Acquisitions Win Over Time
Operator-led ownership matters in succession-driven SME acquisitions because the value challenge is operational, relational, and human. This article explains why...