Investment Process

Investment Period (2-4 Months)

Initial Contact and First Analysis

During the initial contact, we want to get to know your company and your plans. We invite you to discuss your growth plans with us.

As a preparation for our initial meeting, we require the following information:

  • Business plan and short description of the company 
  • Shareholder structure 
  • Financials: The last two annual financial statements, as well as the medium-term plan 
  • Capital need and use of the funds

Term Sheet (Letter of Intent)

The key points of our investment agreement are worked out in close collaboration and set out in a term sheet.

Due Diligence

During the due diligence phase, the key aspects with relevance from an economical and legal point of view are evaluated by independent professional services firms.

Signing and Closing of Contract

The singing of the investment agreement also marks the beginning of an intensive collaboration.

Investment Management (up to 10 Years)

Together with the top management, we strive to develop our portfolio companies in a sustainable manner:

Company Growth 

aws Mittelstandsfonds will provide the necessary support in order to realise the growth strategy and will provide further assistance with its extensive market expertise and unrivalled network.

Strategy 

aws Mittelstandsfonds acts as a sparring partner to the management in all strategic aspects. We share our view of relevant current market developments and competitor behaviour.

Additional Financing

As a 100% subsidiary of aws we support the management in additional bank financing as well as other financing options provided by aws or other institutes.

Exit Phase (1-4 Months)

Our exit process is closely coordinated with your company. Depending on the nature of our investment, possible exit scenarios may include a trade or minority sale as well as conversions, mergers, IPOs or other options.