Resolution of Stakeholder Misalignment in an Investment Fund

Resolution of Stakeholder Misalignment in an Investment Fund

Overview:

Before Partners intervened in a critical situation involving a €1 billion asset investment fund, where there was a misalignment of interests between shareholders and the fund's management during a sale process.

Challenges and Solutions:

• Diagnosing Misalignment: Investigated the root causes of the interest misalignment.
• Facilitating Communication: Ensured effective communication between all parties to support the successful sale project.
• Sale Preparation: Assisted in preparing the sale dossier, identifying sensitive issues, and pinpointing potential buyers.
• Performance Analysis and Portfolio Review: Analyzed fund performance, reviewed the portfolio of investments, and managed ongoing operations under a social mandate.

Outcome:

The fund was successfully sold under favorable conditions to a leading banking entity, showcasing Before Partners' ability to navigate complex stakeholder environments and steer high-value transactions to success.