Management-Buy-In (MBI)
Case Study Grüner Software
1. Business model
- Experienced partner for facility management, CAD & building services, and energy management.
2. Initial Situation
- The owner is looking for a suitable successor for his group of companies.
3. Objective
- Introduction of external management capacities through a structured transition phase (to prepare employees optimally for the changes).
4. Measures taken
- Partial monetization for the shareholders.
- The new managing director has successfully made the transition to owner/entrepreneur.
5. Result
- The former owner was able to realize the value he created and can now retire in peace.
- The company is now financially well-equipped to consider further acquisitions, for example.
The transaction was successfully advised by PALLAS CAPITAL Corporate Solutions. Led by Florian Koschat and Helmut Kogler, and with the help of Hans Lassen, the team provided comprehensive advice to Grüner Software throughout all phases of the structured management-buy-in process.
Customer Testimonial
„For me, it was a clearly defined goal to move into entrepreneurship myself and I am happy that Florian, Helmut and Hans from PALLAS CAPITAL supported me in this important step. I feel honored to be able to succeed Mr. Ing. Grüner and look forward to working together, as a very good friendship has already developed between Robert, Günter and me.“
Johannes MessnerManaging Director and Shareholder 
PALLAS CAPITAL Corporate Solutions
Für den erfolgreichen Zu- und Verkauf von Unternehmen, Nachfolgelösungen und Wachstumsfinanzierungen in der DACH-Region
