Consulting Capital Allocation
After 10 years on the job, a CEO whose company annually retains earnings equal to 10% of net worth will have been responsible for the deployment of more than 60% of all the capital at work in the business.
Looking at history, one can see that a lot of great CEOs and great companies (who generated outstanding returns for the company stakeholders) are the one which have been able to do the best use of their capital.
Who are my Customers ?
The typical customers I am usually working with are:
- CEOs (and their financial department)
- Boards of listed and non-listed companies
I am primarily working for small and mid-size companies in Europe, who are lacking the internal resources and processes to manage their capital allocation strategy efficiently.
What can I do for you ?
I can help you with regards to all your capital allocation decisions, this includes:
- Merger & Acquisition
- Diversification strategy
- Internal growth investments
- Optimisation of the financial structure
- Dividend payment & Shareholder return
I can provide help to all type of private organization, from the small company to the large corporate.
What is my Legitimacy ?
During my close to 5 years at Forum Family Office as an Equity Analyst for France & Benelux and 4 years as Investment Manager at Barius, I got the opportunity to meet and discuss with a significant number of managers (at CEO and CFO level) in a wide range of businesses.
Forum Family Office has been investing the money of a single industrial Munich based family and has generated a return of 14% IRR over 2001-2017. In addition to that, Forum has historically taken control of several listed companies in the past, with an active stance in the company management (in Chairman and Non Executive Director positions).
While not a Board Member myself, I learned a lot with regards to improvement potential in small companies, and I am extremely confident in my ability to bring value-added in the field of capital allocation.
How do I do it ?
Depending on your need, I can work either:
- On a project basis, as an external consultant
- As a Non-Executive Board member, in which case I can also provide you with more business and strategy knowledge
How much will it cost ?
This will be decided on a case-by-case basis.