Successful Engagements 2009-2023

Sector

Mandate & Deliverables 

Year

Asset Manager

Asset Management

Wealth Management

Succession Planning

- Evaluation of strategic options

- Key Account Management

- Investor search

- ESOP

Multi Family Office

Wealth Advisory

Strategic Business Development

- Evaluation of organic & inorganic growth options

- Target market analysis & client segmentation

- Innovation & Product Development

- Human Capital Strategy

International Management ConsultantMulti

Professional Services

Product Development & HR

- Set-up of global program for Financial Benefits

- Digitisation of Corporate Benefit offering

- Improvement of Employer Branding & Employee Experience

FoodTech

Start-up

Catering

E-Commerce

Corporate Benefits

Financial Advisory

- Business Development

- Fund Raising

- B2B Strategy

Wealth Management

Digitization

- Strategic Options

- Evaluation of Robo Advisors

FinTech | Digital Wealth Management

CBDO 

- B2B & B2B2C Strategy

- Partnerships & Alliances

- Development of hybrid sales model

- Series A Equity Financing

- International Expansion

Management Consulting

Business Development

-  Build-up Financial Services Practice & Key Account Management

- Go-to-market strategy for new Hybrid Consulting model

2016-2017

Wealth Management

Business Development

- B2B Sales Strategy

- Robo Advisory & FinTech market screening

2015

Financial Services

Business Development

- Market Entry SME Banking

2014

CleanTech

SME

Technology & Environment

Corporate Finance

- Sale of minority stake to Private Equity Fund

- Fund Raising

2014

Furniture Design

Business Development

- Business Plan

- Sales Strategy

- Fund Raising 

2013

Interim CEO 

- Development of competitive business processes

- Buildup of B2B & B2C sales structure & systems 

- Online Shop & Marketing

- Sale of Business to a strategic investor through Asset Deal

2012-2014

CleanTech

Start-up

Corporate Finance

- Advice on Capital Structure

- Financing Options 

2014

TMT

Start-up

Business Development

- Selection of appropriate distribution partners

- Fund Raising Options

2014

MedTech

SME

Sales & Sales Management

- Market Entry Eastern Europe, US & Latin America

- Operating Controls & Systems 

2014

MedTech

Start-up

Business Development

- Evaluation of Business Model

- B2B Sales Strategy

2014

DACH

Luxembourg

Sales Director (interim)

- Key Account Management

- New Product Launch Risk Management

Project Management

- Financial Planning

- Due Diligence

- Capital Structuring

- Investor search & selection

Europe

US

Corporate Finance

-  Evaluation of real estate portfolio 

- Structuring of Sale-and-Lease-Backs

- Investor search & selection

Corporate Finance

- Venture Capital

- Capital Structure

- Investor search

Corporate Finance

- Venture Capital

- Buildup of optical fibre network

- Investor search

Turkey

Mongolia

Consulting

- Concepts for Asset Backed Securities

- Support for EMEA Development Banks

Business Development

- Evaluation of Strategic Options

- Assessment of organic and non-organic growth strategies