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Four people sit across from each other on a cognac-colored leather seating combination and talk. In the foreground sit two gentlemen with gray hair who turn to face their conversation partners sitting diagonally behind them. The two gentlemen in the foreground are both wearing white shirts. The one on the left is short-sleeved and the one on the right is long-sleeved. The two gentlemen in the background are wearing dark suits. The left gentleman - with the bald head - wears a white shirt with it, the right gentleman a checkered shirt and glasses. The picture illustrates the regular review meetings between the Family Equity Investor Forum and the investments from Software, Healthcare and Water or Fluid Management.

After the takeover

Your family business remains your family business


After the takeover of your company, everything initially remains largely unchanged: Most of the time, our investments are quite successful before the acquisition - and that's why we like to watch the team on site for a few months and get to know the business better. Gradually, opportunities then arise to provide our own input. After 1 - 2 years, the following 3 areas in particular have changed as a result of our involvement and succession planning:

Our cooperation is based primarily on the following four building blocks:

How do we work together?

The picture shows a gentleman in a blue shirt leafing through a manual. He has reached about halfway through the manual. The person is facing the left side, so that the cover page can be seen clearly. On it is a rectangular picture, as well as the inscription Principles of Good Corporate Governance.

Principles of good corporate governance

Companies in the FORUM investment group do a few things differently: They are more goal-oriented, measure themselves more against the competition, spend much more time on personnel marketing and development, and have well-structured sales processes. We have documented these and a whole range of other principles in a handbook for our managers. It contains suggestions for further training that can be used to explore topics of interest in greater depth.

Conferences and webinars

We meet with the managing directors of our portfolio companies 1x p.a. for a two-day conference to discuss and deepen the principles of good corporate governance. Now that the Software Group has grown to 12 shareholdings, it is also a good opportunity to exchange experiences with the principles in this sector. These conferences are supplemented by webinars in which individual companies or FORUM present a contribution to best practice, duration 1 - 1 1/2 h.

Visitors to the FORUM Annual General Meeting
A group of four men are having a review meeting in a meeting room. Three of the men are sitting at a round, bright table. All three are looking at a screen with a graphic on it. The screen is in the center of the picture. Standing diagonally to the left in front of the screen is a gentleman in a white shirt who is presenting the graphic on the screen. The two gentlemen on the right have laptops open in front of them.

Review Meetings

In the review meetings, our managing director Burkhard Wittek meets 3 - 4x p.a. with each participation to discuss company-specific topics. The agenda is set together at least two weeks in advance, so that the facts and figures for the upcoming decisions can be well prepared and made available in advance. Only topics of medium and long-term importance, e.g. personnel development or major projects, are included on the agenda. We are happy to invite other managers to the review meetings. Depending on the quality of the preparation (and the discussion culture in the company) they last 3 - 7h.

Senior Advisors

Senior Advisors are former entrepreneurs or CEOs who have retired from their companies but still want to pass on their experience to younger colleagues. A Senior Advisor looks after 1 - 2 FORUM investments. They spend 4 - 10 days per year with the family businesses.

The division of roles is clear: responsibility remains undivided with the company, the Senior Advisor must take a back seat in the role of coach or sparring partner. We do not want "middle management" under any circumstances.

Senior Advisor of FORUM in telephoning and advising companies
Gedat founder Thomas Jähn
"With the transfer of our companies to FORUM Family Office, we are combining a step that ensures the continuity and reliability of the GEDAT Group, as our proven corporate philosophy will be continued by FORUM. At the same time, FORUM sets the course for healthy growth and technologically innovative progress."

Thomas Jähn (Founder of GEDAT GmbH)

Continue to Why FORUM Family Equity?