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WHY forum family equity?

Succession = Two shops

A professional succession plan consists of two transactions: In the first - and superficial - transaction, you sell a stream of future cash flows to a buyer at a valuation factor; in return, you receive an amount of money. In the second deal, you buy in: the partner who will manage your business in the future and who will decide its future and that of your employees. Many entrepreneurs "forget" this part of succession planning. FORUM is your best partner if you are looking for a balanced package: the best possible "good home" for your company and a fair purchase price.

Three reasons why FORUM is the best choice for your company

Bullet point to show aspects of a career at FORUM in Value Investing and Private Equity jobs.
Principles: permanent - decentralised - entrepreneurial: your company retains its identity
Bullet point to show aspects of a career at FORUM in Value Investing and Private Equity jobs.
Values: we are a family business ourselves: Your family business remains a family business
Bullet point to show aspects of a career at FORUM in Value Investing and Private Equity jobs.
Sector expertise: we are one of the largest and most experienced investors in Germany in each ofour focus sectors : software, water & fluid management and healthcare. In addition, we have experience with listed companies in this sector - we learn from the best in the industry.

Three types of buyers from medium-sized companies

Image of high-rise buildings to illustrate Group Office

Sale to Group

Groups buy to integrate. In your case, the focus is on synergies.

After the takeover, central functions and processes of the group are transferred to your company, so decisions are made more slowly. After some time, it is completely unclear whether responsibility lies "above or below" and many good employees leave the company in frustration.

After a few years, your company is then completely integrated into the group.

Image of family office family equity to show friendliness in company purchase

SALE TO FAMILY OFFICE

Family offices like FORUM buy companies to preserve and increase a family's wealth for the next generation. Most family offices do not sell at all. This gives your life's work a safe haven.

Family offices think long-term, so they invest to secure the future, i.e., employees, innovations and sustainability.

And they mostly operate on handshake quality - based on old merchant virtues.

A green grasshopper sits in the middle of the picture on a wheat bud. The locust here symbolizes the exploitation of the company by the classic private equity funds.

Sale to private equity

Private equity funds are constructed as funds with a limited term and therefore have to turn over their investments every 3 - 5 years: they buy to sell more expensively - preferably with a lot of debt.

In this respect, your company is prepared for sale from the moment of purchase: Cost reductions and renouncing investments with a long payback are typical developments. The financiers become dominant in the corporate culture.

Genuine and non-genuine family offices

The family offices we are talking about here have a single family in the background - that is why they are also referred to as "single family offices". In addition, there are "non-genuine family offices", which are, for example,

a) asset managers who manage the assets of many clients or families. In these constellations, liquidation of the investment is almost always preprogrammed in a few years.

b) Private equity funds that have families as investors. They are private equity funds - with all the characteristics we have described above. Investment bankers - like the gentleman on the right - call the shots.

Letter from warren Buffet to UNternhemer
Hedge fund manager as an example of a "fake" private equity family office

COMMENTS from previous sellers

Edgar Schall from Edgar Schall Group

"I chose FORUM as the acquirer because I liked the handshake mentality as well as the very fast binding and reliable way of working of Dr. Wittek. I expect FORUM to continue my life's work profitably together with my employees, who have been loyal to me for many years.

Edgar Schall / Founder of Edgar Schall GmbH
Ralf Pogoda on the takeover of Pulsation

"We deliberately chose FORUM because it allows us to work consistently on our products and further expand our growth. Reliability and continuity have the highest priority. By joining the group, we will achieve our ambitious goals - together, together and with new strength."

Ralf Pogoda / FOUNDER OF Pulsation
David Thaler from Mednet GmbH

"I looked at several alternatives, but Forum Family Office is without doubt the best option for MedNet. On the one hand, MedNet can keep its unique spirit and character. On the other hand, MedNet gets the security and growth potential of a strong group with the possibility to think and plan for the long term. “

DAVID THALER / FOUNDER OF MEDNET GMBH

Interested? Contact us here!