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Investment Portfolio Solutions – Actively managing and monitoring your portfolio, subsidiary or investment

Managing a legal entity portfolio is a challenging task these days, especially as several strategic, legal, tax, IFRS/HGB, regulatory/compliance-related and corporate governance issues have to be considered. Our team helps you to meet these challenges.

MAIDAN Capital Advisors reviews your legal entity portfolio from a strategic, financial and corporate governance point of view. We analyze the current market environment, consider future developments and take the company’s overall business strategy into consideration. We look at key performance indicators, the contribution to the group’s overall profitability, perform company valuations and conduct value accretion/dilution calculations. We run a SWOT and other analyses to arrive at an educated, comprehensive view on each group company.

MAIDAN Capital Advisors supports you in setting up a tailor-made monitoring and controlling tool on your portfolio companies. Jointly with you we develop and implement a reporting metrics based on dedicated key performance indicators. This will allow you to monitor and to steer your portfolio efficiently in the future.

In addition, you can outsource your Investment Portfolio Management to MAIDAN Capital Advisors. We support you in the day-to-day management by for example:

  • Regularly analyzing the performance of each company,
  • Preparing Management or Supervisory Board meetings and respective presentations for these meetings,
  • Preparing and conducting Shareholder Meetings,
  • Commenting on documents received as a Supervisory Board member,
  • Conducting capital increases of or cash injections into portfolio companies,
  • Preparing internal status reports or decision papers,
  • Conducting the annual impairment testing,
  • Interacting as counterpart to your auditor,
  • Supporting in spin-offs, carve-outs and group internal mergers,
  • Managing (more or less empty) internal holding companies,
  • Founding, liquidating or restructuring portfolio companies and
  • Interacting and cooperating with your internal departments and external advisors.

 

Legal entity set-up in Germany

Our Investment Portfolio Solutions Team support investors from outside Germany on the set-up of legal entities (GmbH Gesellschaft mit beschränkter Haftung, AG Aktiengesellschaft, etc.) and the day-to-day management. We handle all administrative issues, prepare the annual financials and conduct Shareholders Meetings.

Please contact our Investment Portfolio Solutions Team for further information.