WHAT WE DO
I advise entrepreneurs and high-net-worth families on their direct investments in private companies.
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I support along the entire value chain of direct investing with a single point-of-contact from the first due diligence, deal structure and execution, shareholder representation over several years, to the final sale. The differentiation is that we combine extensive strategy consulting expertise required for high-quality exchanges with management teams and deep transaction experience. We do not only advise, we also align our own interest with our clients' and invest alongside.
TRANSACTION ADVISORY
Advice across M&A and strategic assignments
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M&A buy- and sell-side mandates
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In-house commercial DD
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M&A advisor selection & coordination
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Full investment/divestment process
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Fund-raising of equity and debt
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Public Listings
LONG-TERM VALUE CREATION
Value creation for clients
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Long-term value creation and company transformation programs
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Board mandates incl. Remuneration & Audit Committee
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Strategy development or review
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Shareholder representation
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Strategic M&A
Managing Partner
Daniel Klein
Managing Partner
Daniel is a hands-on expert in Direct Investing (Private Equity) with an international network, acting both as an advisor and an investor. He has over 15 years of experience in multiple Boards for private equity investments of his own and fellow investors. Daniel loves to support both shareholders and management teams to bring companies to full potential. In Boards, his focus is usually on strategy, finance, M&A and fund raising. Beyond shareholder representation, he is supporting in assessing new and existing investments with long-standing transaction experience.
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Previously Daniel was Managing Director of a Single Family Office focused on private markets, for 5 years, gaining transaction and value creation experience in private companies. Before that he worked 5 years at Bain & Company, the strategy consultancy, primarily in the Bain Private Equity Practice. Daniel holds an MBA from INSEAD (with distinction) and a Master of Science in Management from London School of Economics.
CONTACT US
Klein & Partners AG
Baarerstrasse 125
6300 Zug
Switzerland
info@kleinpartners,ch