Private equity challenge: gerhard schubert group - investment committee paper for a leveraged buyout of a German packaging machinery manufacturer and an analysis of value creation strategies

Detalhes bibliográficos
Autor(a) principal: Krull, Martin
Data de Publicação: 2021
Tipo de documento: Dissertação
Idioma: eng
Título da fonte: Repositório Científico de Acesso Aberto de Portugal (Repositórios Cientìficos)
Texto Completo: http://hdl.handle.net/10362/140593
Resumo: The following paper conducts an investment target analysis for a potential Leveraged Buyout of the Gerhard Schubert Group -a German packaging machinery manufacturer. An analysis of the global packaging machinery market and a complete analysis of the company, its positioning, products, value proposition, and historical financials. An investment thesis is created based on this. Multiple value creation strategies like (1) top line and sales growth, (2) mergers and acquisitions (carve-out and add-on), (3) cost reduction measures, and (4) ESG measures are developed and analysed in a business plan. The investment paper concludes in a depiction of potential exit options, the deal structuring and a sensitivity analysis of the expected returns from the investment. The paper concludes with a qualitative assessment of different approaches to value creation strategies that are used by funds.
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spelling Private equity challenge: gerhard schubert group - investment committee paper for a leveraged buyout of a German packaging machinery manufacturer and an analysis of value creation strategiesValuationFamily businessValue creationPrivate equity challengeDigitizationPrivate equityEsgLeveraged buyoutPackaging machineryAdd-onCarve outDomínio/Área Científica::Ciências Sociais::Economia e GestãoThe following paper conducts an investment target analysis for a potential Leveraged Buyout of the Gerhard Schubert Group -a German packaging machinery manufacturer. An analysis of the global packaging machinery market and a complete analysis of the company, its positioning, products, value proposition, and historical financials. An investment thesis is created based on this. Multiple value creation strategies like (1) top line and sales growth, (2) mergers and acquisitions (carve-out and add-on), (3) cost reduction measures, and (4) ESG measures are developed and analysed in a business plan. The investment paper concludes in a depiction of potential exit options, the deal structuring and a sensitivity analysis of the expected returns from the investment. The paper concludes with a qualitative assessment of different approaches to value creation strategies that are used by funds.Duarte, Luis MotaSantos, Fábio SoaresRUNKrull, Martin2022-01-132021-12-172025-12-17T00:00:00Z2022-01-13T00:00:00Zinfo:eu-repo/semantics/publishedVersioninfo:eu-repo/semantics/masterThesisapplication/pdfhttp://hdl.handle.net/10362/140593TID:202973379enginfo:eu-repo/semantics/embargoedAccessreponame:Repositório Científico de Acesso Aberto de Portugal (Repositórios Cientìficos)instname:Agência para a Sociedade do Conhecimento (UMIC) - FCT - Sociedade da Informaçãoinstacron:RCAAP2024-03-11T05:17:47Zoai:run.unl.pt:10362/140593Portal AgregadorONGhttps://www.rcaap.pt/oai/openaireopendoar:71602024-03-20T03:49:44.236397Repositório Científico de Acesso Aberto de Portugal (Repositórios Cientìficos) - Agência para a Sociedade do Conhecimento (UMIC) - FCT - Sociedade da Informaçãofalse
dc.title.none.fl_str_mv Private equity challenge: gerhard schubert group - investment committee paper for a leveraged buyout of a German packaging machinery manufacturer and an analysis of value creation strategies
title Private equity challenge: gerhard schubert group - investment committee paper for a leveraged buyout of a German packaging machinery manufacturer and an analysis of value creation strategies
spellingShingle Private equity challenge: gerhard schubert group - investment committee paper for a leveraged buyout of a German packaging machinery manufacturer and an analysis of value creation strategies
Krull, Martin
Valuation
Family business
Value creation
Private equity challenge
Digitization
Private equity
Esg
Leveraged buyout
Packaging machinery
Add-on
Carve out
Domínio/Área Científica::Ciências Sociais::Economia e Gestão
title_short Private equity challenge: gerhard schubert group - investment committee paper for a leveraged buyout of a German packaging machinery manufacturer and an analysis of value creation strategies
title_full Private equity challenge: gerhard schubert group - investment committee paper for a leveraged buyout of a German packaging machinery manufacturer and an analysis of value creation strategies
title_fullStr Private equity challenge: gerhard schubert group - investment committee paper for a leveraged buyout of a German packaging machinery manufacturer and an analysis of value creation strategies
title_full_unstemmed Private equity challenge: gerhard schubert group - investment committee paper for a leveraged buyout of a German packaging machinery manufacturer and an analysis of value creation strategies
title_sort Private equity challenge: gerhard schubert group - investment committee paper for a leveraged buyout of a German packaging machinery manufacturer and an analysis of value creation strategies
author Krull, Martin
author_facet Krull, Martin
author_role author
dc.contributor.none.fl_str_mv Duarte, Luis Mota
Santos, Fábio Soares
RUN
dc.contributor.author.fl_str_mv Krull, Martin
dc.subject.por.fl_str_mv Valuation
Family business
Value creation
Private equity challenge
Digitization
Private equity
Esg
Leveraged buyout
Packaging machinery
Add-on
Carve out
Domínio/Área Científica::Ciências Sociais::Economia e Gestão
topic Valuation
Family business
Value creation
Private equity challenge
Digitization
Private equity
Esg
Leveraged buyout
Packaging machinery
Add-on
Carve out
Domínio/Área Científica::Ciências Sociais::Economia e Gestão
description The following paper conducts an investment target analysis for a potential Leveraged Buyout of the Gerhard Schubert Group -a German packaging machinery manufacturer. An analysis of the global packaging machinery market and a complete analysis of the company, its positioning, products, value proposition, and historical financials. An investment thesis is created based on this. Multiple value creation strategies like (1) top line and sales growth, (2) mergers and acquisitions (carve-out and add-on), (3) cost reduction measures, and (4) ESG measures are developed and analysed in a business plan. The investment paper concludes in a depiction of potential exit options, the deal structuring and a sensitivity analysis of the expected returns from the investment. The paper concludes with a qualitative assessment of different approaches to value creation strategies that are used by funds.
publishDate 2021
dc.date.none.fl_str_mv 2021-12-17
2022-01-13
2022-01-13T00:00:00Z
2025-12-17T00:00:00Z
dc.type.status.fl_str_mv info:eu-repo/semantics/publishedVersion
dc.type.driver.fl_str_mv info:eu-repo/semantics/masterThesis
format masterThesis
status_str publishedVersion
dc.identifier.uri.fl_str_mv http://hdl.handle.net/10362/140593
TID:202973379
url http://hdl.handle.net/10362/140593
identifier_str_mv TID:202973379
dc.language.iso.fl_str_mv eng
language eng
dc.rights.driver.fl_str_mv info:eu-repo/semantics/embargoedAccess
eu_rights_str_mv embargoedAccess
dc.format.none.fl_str_mv application/pdf
dc.source.none.fl_str_mv reponame:Repositório Científico de Acesso Aberto de Portugal (Repositórios Cientìficos)
instname:Agência para a Sociedade do Conhecimento (UMIC) - FCT - Sociedade da Informação
instacron:RCAAP
instname_str Agência para a Sociedade do Conhecimento (UMIC) - FCT - Sociedade da Informação
instacron_str RCAAP
institution RCAAP
reponame_str Repositório Científico de Acesso Aberto de Portugal (Repositórios Cientìficos)
collection Repositório Científico de Acesso Aberto de Portugal (Repositórios Cientìficos)
repository.name.fl_str_mv Repositório Científico de Acesso Aberto de Portugal (Repositórios Cientìficos) - Agência para a Sociedade do Conhecimento (UMIC) - FCT - Sociedade da Informação
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