Turn portfolio stagnation
into a premium exit.
A structured 9–18 month program that helps VC funds and family offices achieve optimized valuations — combining operational value creation with disciplined exit execution.
3
Integrated phases
9-18m
Typical program duration
PE + VC
Deep fund expertise
THE CHALLENGE
VC funds face mounting exit pressure — with few actionable paths forward.
Portfolio companies stall. Fund lifetimes run short. Valuations disappoint. The window to execute a high-quality exit is narrow, and most funds lack the internal bandwidth to manage it properly.
Funds approaching end of lifetime
Portfolio positions need to be resolved, but market conditions and company readiness aren't aligned with investor timelines.
Valuations below expectations
Companies are viable but haven't been positioned for maximum buyer appeal. Untapped value levers remain unexecuted.
Exit readiness gaps
Due diligence simulations, buyer mapping, and institutional-grade documentation are typically missing — creating transaction risk.
Fragmented advisor landscape
Strategy, operations, and M&A execution sit in separate engagements with no integrated ownership of the exit outcome.
Within 9–18 months, we will
✅ Increase portfolio company value
✅ Grow EBITDA of the asset company
✅ Build institutional-grade exit readiness
✅ Establish buyer universe awareness
✅ Actively influence valuation dynamics
✅ Operationally execute the exit process
HOW IT WORKS
A three-phase program from assessment to executed exit.
Value creation and exit preparation run in parallel — not sequentially. Every phase produces concrete, measurable outputs that directly support the transaction.
1
4-6 WEEKS
Asessment & Valuation
Identification of relevant value growth levers
Scenario-based valuation modelling
Clear, implementable exit & value creation roadmap
Fixed-price engagement (discountable if phases 2 & 3 proceed)
Asessment & Valuation
Execute defined revenue and cost actions
Expert deployment into functional areas
Strategic exit positioning with target buyers
EBITDA improvement and operational reporting
3
3-6 MONTHS
1
2
9-10 MONTHS
Exit execution
Exit readiness audit and buyer identification
Due diligence simulation
Onboarding of M&A transaction partner
Full transaction support through close
Total program duration: 9–18 months · Phases can be entered separately based on company stage
WHAT YOU GET
Concrete deliverables at every milestone.
Every engagement produces documentation, models, and operational outputs — not just advice. The result is an exit-ready asset that commands premium valuation.
Scenario-based valuation model
Multiple exit scenarios with underlying assumptions, sensitivity analysis, and clear upside/downside cases for investor and buyer conversations.
Value creation roadmap
Prioritized, implementable action plan mapping revenue and cost levers to valuation uplift — with clear ownership and timelines.
EBITDA improvement track record
Operational execution with measurable results. Each implemented lever documented for buyer due diligence and management narrative.
Buyer universe & positioning
Mapped and prioritized list of strategic and financial buyers, with tailored positioning for each relevant acquirer segment.
DD simulation & data room
Pre-emptive due diligence process identifying and resolving potential deal blockers before buyers enter — reducing transaction risk significantly.
Transaction execution support
Onboarding of the right M&A partner for your asset, alongside continuous sell-side support through final close and handover.
Commercial Structure
Our engagement model is designed so our economic upside is directly tied to yours — combining fixed-price transparency in assessment with milestone-based success fees in execution.
PHASE 1
Fixed Price Assessment
Transparent fixed fee for the 4–6 week assessment and valuation phase. Discounted if the engagement proceeds to phases 2 and 3.
PHASE 2 & 3
Retainer & Success Fee
Monthly retainer covers operational engagement. A milestone-based success fee ensures our incentives remain fully aligned with your exit outcome.
FLEXIBILITY
Entry at Any Phase
Companies closer to exit readiness can enter directly at phase 2 or 3. Each phase is designed to stand alone while building toward the full program outcome.
WHY US
Built specifically for this problem.
We combine deep PE and VC experience with hands-on operational execution — not typical for either category of advisor.
01
02
03
04
05
Extensive PE & VC Value Creation experience
We understand fund dynamics, LP reporting expectations, and what drives valuation — from both investor and operational perspectives.
Integrated value creation and exit execution
We understand fund dynamics, LP reporting expectations, and what drives valuation — from both investor and operational perspectives.
Strong partners along the exit value chain
Our network of M&A advisors, legal counsel, and due diligence specialists means we can deliver the full program without coordination gaps.
Earlier involvement, higher success rate
Longer collaboration with founders and management teams means deeper context, faster execution, and materially better outcomes at exit.
Independent and unbiased
We bring an outside-in perspective and pragmatic solutions. Shareholder value and sustainable growth come first — always.
Who is this program for?
Typical asset profile: CHF10M–CHF100M revenue, exit horizon 12–36 months, Swiss or DACH market focus with international buyer universe.
Venture Capital funds with portfolio companies approaching exit horizon
Private Equity funds seeking structured value creation before divesting
Our partners
Family Offices with growth assets ready for institutional exit process
Get started
Start with a no-obligation conversation.
We'll assess whether the Exit Execution Program is the right fit for your portfolio asset and share a preliminary view on value creation opportunities.