We are trusted family investors,
investing with & for
fellow family offices.
We provide patient family equity
and transaction & portfolio related advisory services.
We invest family equity with fellow family offices - maximizing interest alignment and taking full responsibility with true owner's motivation.
We serve as senior advisors along the whole value chain of transactions and portfolio management, delivering M&A advisory, transaction & portfolio management services.
8b
CHF
Asset base of 10 core
single family office partners
1b
CHF
Direct family equity
assets under management
12
Direct family equity assets in our responsibility
9
Board mandates
300m
CHF
Combined portfolio revenues
1000
Combined portfolio FTE
2023 - ongoing
2023 - ongoing
2022 - ongoing
2022 - ongoing
2021 - ongoing
2021 - ongoing
2020 - ongoing
2018-2024
2020 - ongoing
2016 - 2023
2020 - ongoing
2021
2024
2022
2021 - 2023
2023
2022
2021 - 2023
2021 - 2022
We believe exceptional results need continuous hard work, meticulous diligence and utmost attention to detail, to earn critical trust that matters.
We live long-term partnerships, co-investing in our assets for full interest alignment with our LPs, management & clients.
We take full responsibility where the same person delivers end-to-end from deal transaction to portfolio management.
We bring together family equity, co-investment, strategy, operations, corporate finance, technology, legal/ tax, transaction and negotiations know-how to drive value as investors and advisors in trusted relationships.
Daniel Klein
Managing partner
« I am passionate about playing the long game, finding value in deals, working closely with investors & managers. »
Daniel is a hands-on expert in Direct Investing Family Equity with an international client base. He has over 15 years of experience in multiple Boards for his clients' family equity investments. Daniel loves to support both shareholders and management teams to bring companies to full potential. In Boards, his focus is usually on strategy, finance, M&A and fund raising. Beyond shareholder representation, he is supporting clients in assessing new and existing investments with long-standing transaction experience. Outside of work, Daniel is a dedicated family man and proud father of two children. He has a passion for exploring the world, seeking out unique destinations and cultural experiences with his family. Their shared adventures contribute to both personal growth and creating lasting memories together.
Previously Daniel was Managing Director of a Single Family Office focused on private markets, for 5 years, gaining transaction and value creation experience in private companies. Before that he worked 5 years at Bain & Company, the strategy consultancy, primarily in the Bain Private Equity Practice. Daniel holds an MBA from INSEAD (with distinction) and a Master of Science in Management from London School of Economics.
Dr. Johannes Trissler
Managing partner
« I enthuse about the synthesis of ideas and execution to shape reality with our fellow family offices. »
Johannes is an entrepreneur at heart with serial-founder experience to his name (for profit & non-profit). He has been active in family equity direct investments for 10+ years. He approaches investments & advisory from an owners perspective, taking full ownership along the whole value chain of the investment lifecycle. Johannes is a trusted advisor to family offices and UHNWIs: sharing experiences, advising on transactions, ideating strategy and co-investing together. His interests range from family equity investments to philanthropy and democracy formation, from squash to sailing and skiing.
Johannes' background is with Bain & Company in their Private Equity Group, alongside operationally supporting the buy&build expansion of his family business up until exit. Johannes holds a Ph.D. in law from University of Münster and University of Cambridge on family foundations, as well as a J.D. from Bucerius Law School.
Fabian Brugger
Partner
« I enjoy solving complex problems and getting ‘my hands dirty’ as we bring strategy and value-creation to life. »
Fabian brings over 15 years of consulting experience and joined Lucid Partners in 2020. He has deep expertise in business strategy, operational value creation and M&A transaction advisory and has on-the-ground experience in Europe, Africa, and Asia. Fabian is passionate about navigating complex challenges that unlock measurable value for businesses and shareholders, and collaborating closely with entrepreneurs, executives and Boards to achieve their strategic goals. Outside of work, Fabian is an avid squash and volleyball player who enjoys traveling with his family and two children to explore new destinations.
Previously Fabian worked 9 years at Bain & Company, the strategy consultancy, as a Senior Manager in the Bain Private Equity Group as well as its Strategy and Performance Improvement practices. Before that he worked 3 years in Paris as an IT strategy consultant. Fabian holds an MBA from INSEAD and a Master of Science in Electrical Engineering from ETH Zurich.
Lucid has helped us design a new corporate strategy and define a significant transformation program that enabled a turn-around with a bold vision for Eléphant Vert. I was impressed by their passion for our business and the consistently high quality and fast pace of their work. I would recommend Lucid to those who need to solve complex problems, where speed and impact are critical.
As part of a large turn-around and transformation mandate for one of our biggest clients, Lucid has completed the M&A advisory for the divestment of a non-core asset. The structured process, in particular the achieved result, exceeded my and the shareholder's expectations: Lucid prepared the sales documentation, ran a highly competitive bidding process and closed the entire process within 4 months.
Lucid is our lead investor. Working with Lucid has been nothing short of extraordinary. The team was super-fast and laser-sharp in understanding our industry and company needs. They helped us structure our entire setup with a rare hands-on attitude, and their way of looking at an opportunity and challenging us as entrepreneurs has helped us achieve our ambitious goals. It’s been an exceptional experience for us as a management team. Lucid has put their full trust in us every step of the way.
Lucid Partners has been very instrumental as an advisor in a significant direct investment we led in semi-conductors. They ran the commercial due diligence with an internal team of three, giving us the necessary confidence on the prospects of the company. They negotiated the deal terms in close alignment with us, adding investors from their side to the transaction.
We maximize total interest alignment
in everything we do, from co-investment to portfolio responsibility.
Let us
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