Insights

CLOSE THE DEAL 97: Succession in the SME sector

29
Jan
2025
5
min read
CLOSE THE DEAL 97: Succession in the SME sector

What do shopping cart canopies and bike boxes have in common? That's right, you can get them all from the Alkutec Group, a manufacturer of lightweight aluminum canopies.

Owner and founder Michael Bolz has opted for a succession solution with an investor and brought him along today. Claudius Graf von Plettenberg was Managing Director at AURELIUS, among others, then founded Plettenberg Familienkapital for equity transactions in the small-cap segment in 2022 and invested in Alkutec.

This transaction is the perfect example of a possible succession solution in the old economy and together we will highlight experiences, learnings and best practices on how such deals can work for investors and sellers.

We discuss this in this episode:

  • how the M&A process went from the seller's and investor's point of view,
  • what best practices and learnings both sides will take away with them,
  • how small-cap deals differ from larger ones,
  • what happened and will happen after the deal,
  • and much more...

Have fun listening!

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