The situation:

Our client is a large, renowned insurance group. It normally invests in a broad range of assets, typically through fonds. The group was interested in investing in a start-up company that develops and sells innovative finance products. Contrary to its customary praxis, the group wished to purchase a stake in a company. However, it lacked the capacities to analyze intellectual property and develop strategies. In addition, our client was pressed for time.

Our services:

tivona partners analyzed the start-up company’s business and finance plans and identified its weaknesses. A SWOT analysis revealed a number of risks. As part of a planning scenario we explored the susceptibility of key data to revenue variance. Our team defined a milestone plan that formed the basis for our client’s investment in the start-up company. Because our client was pressed for time tivona partners also created a dossier, which included recommendations and was used by the committee (board of directors and supervisory board) to reach a decision.

Benefits for the client:

Due Diligence, including the analysis of key markets and competitors, was completed within only fourteen days. tivona partners issued well-informed recommendations regarding joint venture scenarios. Our team also supported the insurance group in making a decision by auditing the start-up company. We also prepared a dossier for the committee, which sped up all stages of the acquisition process – from scenario to fulfillment – significantly.