We invest family equity with fellow family offices - maximizing interest alignment and taking full responsibility with true owner's motivation.
Direct family equity investments of CHF10-25m in majority (and minority) situations
Proprietary deals from family office network across geographies (EU focus) & industries, independent of themes (single asset, buy&build, growth, sunset, etc.)
Deal-by-deal pick & chose co-investment platform with fellow family offices
Downside protection through margin of safety in purchase price, residual asset value, conservative leverage & early de-risking
Fail safe through social link-investing (sellers and mgmt personally linked to Lucid) and personal responsibility (significant co-invest and end-to-end execution of same person from transaction to portfolio work)
Total interest alignment with significant Lucid co-investment, and attractive entry prices where entrepreneurial fit is guaranteed
Same person end-to-end responsibility for deal transaction and following portfolio work
Own inhouse commercial due diligence as basis for future value creation support
Flexible holding periods & liquidity for LPs in trusted network
Deal safeguarding through early de-risking with true owner motivation
Operational leverage due to own entrepreneurial experience
Solutions for all family requirements as we understand fellow family offices
We serve as senior advisors along the whole value chain of transactions and portfolio management, delivering M&A advisory, transaction & portfolio management services.
Buy-side M&A advisory encompassing defining investment strategy, pipeline building, assessment of deal proposals for 3rd parties, deal structuring & debt financing, end-to-end execution
Sell-side M&A advisory including pre-deal asset preparation, end-to-end transaction execution (discreet disposals, competitive processes, etc.), advice on post-deal structuring
Buy-side: 100% completion track record over last 6+ years in complex, often owner-founder led, succession situations, requiring pragmatism, resilience and transaction judgement
Sell-side: Realizing market leading returns for our LPs and institution clients across industries and geographies with entrepreneurial approach, deep network and longstanding negotiation experience
Top-quality commercial due diligence on assets across industries with generalist approach leveraging extensive primary research and far-reaching professional and personal networks
Holistic scope approach, leveraging owner mindset, including equity story development, as well as synergies assessment and post-acquisition value creation examination
100+ commercial due diligences for various targets, in particular in niche markets for PE funds and family offices
Variety of follow-on strategy & performance improvement support to drive change and realize value in hands-on execution
Leveraging combined 20+ years in top management consulting for PE clients and own entrepreneurial experience in SMEs allows for resilient effectiveness
Longstanding experience in 10+ advisory boards across Europe, including in compensation and audit committees, as well as litigation expertise helps navigate any operational challenge
10+ senior advisors from MBB backgrounds and own entrepreneurial experience have successfully completed 6+ years of ongoing portfolio work for best returning PE investors in Europe
Shareholder representation regularly, also in minority situations, led to Lucid taking the lead as speaker for all shareholders and taking responsible for whole asset management