Halder | Ownership Succession and Growth for MidCaps

Halder | Ownership Succession and Growth for MidCaps

The relationship of management, supervisory board and investor

After investing, Halder doesn't leave management alone in its new entrepreneurial role: Halder establishes a supervisory board and appoints experienced managers, often from its own advisory board. A portfolio firm's management team has the option to appoint its own board representative. The board supports management, acting as a sparring partner.

Relationships within the triangle formed by management, board and investor are structured professionally. Management is responsible for day-to-day operations, while strategy, important investment decisions and changes in management personnel are agreed with the supervisory board. Halder's investment team is in close contact with both management and board.

There are four to six supervisory board meetings per year which are also attended by Halder. Regular reporting and informal discussions create relationships based on trust, an important contribution to the firm's development.