Private equity challenge: Gerhard Schubert group - leveraged buyout of a German packaging machinery manufacturer and the role of ESG within private equity

• Autor(a) principal: Falcke, Vincent
• 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/10362/140599
• 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

The following paper focuses on the development of an Investment Thesis for the potential LBO transaction of the Gerhard Schubert Group, a German Packaging Machinery manufacturer. This paper encloses an analysis of the companies products, historical financials, differentiation potential as well as an analysis of the global packaging machinery market. Following this outside in assessment an investment thesis and value creation strategies, in the areas of Top-Line growth, Carve-Out, Add-On and cost reduction were derived. Based on this business plan a Leverage Buyout assessment was conducted and returns, as well as exit options are presented. An analysis of ESG influencing the Private Equity industry concludes this paper.