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The next generation of Meier Industries begins with the right buyer.
Helvetia Mergers AG is bidding for the engagement to structure the sale of Meier Industries AG: discreet, process-secure, with comparable transactions across the DACH mid-market. This memorandum lays out the buyer universe, valuation, process and fee.
Four key figures on the planned process.
Meier Industries AG, a family-owned supplier of precision components, faces succession. The owning family wants a buyer who continues the site and the workforce. Helvetia structures the sale as a controlled, discreet auction.
- Deal size
- EUR 220 to 280 M
- Expected bidders
- 37 qualified addresses
- Process duration
- 9 months (industry avg.: 14)
- Comparable transactions
- 14 sell-side since 2018
A quality asset with substance.
Meier Industries makes precision components for machinery and medical technology. 320 employees, EUR 140 M revenue, a 19 percent EBITDA margin, long-standing customer relationships with high repeat rates. Exactly the profile strategics and PE are hunting for today.
Discretion before price.
A sale is decided before the first number. Cast the net too wide too early and you burn confidentiality and leverage.
A family business does not sell itself twice. Discretion, process certainty and access to the right buyer universe decide the outcome, not the headline of the first indication.
The market favours the seller.
Researched market context, backed by sources. The timing for a sell-side process in the DACH mid-market is favourable.
Market context, researched. Full references in the Sources section.
37 pre-qualified addresses, grouped into five segments.
Filtered from 240 addresses by strategic fit, capacity and acquisition history. Each segment gets its own approach, its own value narrative and its own pace.
Expectation: 12 to 15 indicative offers, narrowed to a shortlist of 4 to 6 bidders.
EBITDA multiples on comparable deals.
Three recent transactions in the same segment mark the range. Meier Industries sits at the upper end of the peer group on margin and order book.
Three scenarios for the proceeds.
The range follows the realised multiple. A competitive process shifts the outcome from the base to the bull case.
Assumptions: 7.5× / 9.5× / 11×. Adj. EBITDA 2024: EUR 26 M.
Why Helvetia.
Sell-side in the DACH mid-market is not a side business, it is our only one. Four numbers on the record since 2018.
Nine months from engagement to closing.
Four phases, clearly timed. Each phase has a defined outcome and a decision point for the owning family.
- 1Preparation (mo. 1 to 2) Data room, information memorandum, vendor due diligence, buyer-list validation.
- 2Market approach (mo. 3 to 4) Discreet approach to the 37 addresses, NDA, IM dispatch, about 12 to 15 indicative offers expected.
- 3Due diligence & LOI (mo. 5 to 7) Buyer DD, management presentations, LOI negotiations, shortlist of 4 to 6 bidders.
- 4SPA & closing (mo. 8 to 9) Exclusivity, SPA negotiation, antitrust and regulatory approvals, signing and closing.
Success-based. Lehman+ across three tranches.
Our fee rises with the proceeds, the interests are aligned. We earn substantially only at closing.
Retainer EUR 25,000/mo., creditable at closing.
Three steps to the engagement.
- 1First conversation. 60 minutes, fully confidential, no obligation.
- 2Indicative memorandum. Within 14 days, with valuation, buyer list and process roadmap.
- 3Engagement. Term sheet and engagement letter, then preparation begins.
References and market sources.
Every market claim above is backed by publicly available industry sources.
Sustainable loungewear that sells out. Now we are looking for production that scales with us.
Aurelis makes loungewear from certified natural fibres, in small runs, sold direct. Demand outpaces our capacity. We are looking for a European production partner to scale.
Four numbers on the brand.
Three years, one line, sold direct. The brand carries itself.
Few pieces. Long considered.
Six core pieces in GOTS-certified organic cotton and Tencel, in timeless tones.
Sustainable fashion is no longer a niche.
Researched market context, backed by sources. We ride a market that is structurally growing our way.
Market context, researched. Full references in the Sources section.
Every drop sells out in days.
Each drop sold out after 9 days on average.
The limit is production, not demand.
We sell faster than we can make. The next step is not a bigger campaign, but a partner who scales quality and small runs reliably.
Europe has the capacity, but rarely the right partner.
The European textile industry is large, yet partners for small, certified runs at consistent quality are scarce.
Brand, atelier, retail.
Three steps to working together.
- 1Intro. Factory visit and sample review, one day.
- 2Pilot run. 500 pieces, shared quality definition.
- 3Framework. Volume tiers, fair terms, long term.
References and market sources.
Every market claim above is backed by publicly available industry sources.
Palletizing without staffing worries. Productive by day three.
The VEKTRA PAL One is a palletizing cobot for the end of line: up to 12 cartons per minute, taught in 45 minutes, no safety fence. This deck covers performance, reference, economics, and the path to a pilot in four weeks.
End of line is the most expensive manual station.
Manual palletizing is physically hard, hard to staff, and never scales through seasonal peaks. Four numbers from our customers’ daily reality.
- Staff tied up
- 2.5 FTE per line
- Line stops due to missing staff
- 38%
- Open warehouse-logistics jobs, DACH
- 68,000
- Seasonal peaks
- up to +40% volume
The PAL One palletizes. No fence, no rebuild.
Collaborative per ISO/TS 15066, 1.2 m² footprint, movable between lines with a pallet truck. Vacuum and clamp grippers swap in under 5 minutes.
Commissioning beats the datasheet.
The difference between robots is rarely the mechanics. It is the time to the first productive pallet.
Automation rarely fails because of the robot. It fails at commissioning. The PAL One is taught in 45 minutes, not in 45 days.
Four numbers on the machine.
Tablet teach-in with no programming skills, WMS and ERP integration via REST, remote monitoring included.
Brandt Versand: three PAL One, eleven months.
24,000 pallets stacked, palletizing labor down 70 percent, end-of-line throughput up 22 percent, OEE at 97.2 percent, ROI reached after 14 months.
5-year cost per line, compared.
Basis: two-shift operation with roughly EUR 96,000 in annual palletizing labor cost. Purchase amortizes after 16 months.
RaaS: EUR 4,900 per month all-in. Purchase: EUR 89,000 plus EUR 590 per month service.
Buy, rent, or pilot first.
- Purchase
- EUR 89,000 incl. commissioning
- Service contract
- EUR 590/month, 24h parts
- Robot-as-a-Service
- EUR 4,900/month, all-in
- Pilot
- 4 weeks, EUR 6,500, creditable
Four weeks to steady state.
- 1Week 1: layout check On site, capturing pallet patterns and cycle times.
- 2Week 2: installation Set up in one day, first three patterns taught.
- 3Week 3: parallel run With your team, fine-tuning the takt.
- 4Week 4: handover Two employees certified as PAL One operators.
Three steps to the pilot.
- 1Book the pilot. 30 minutes to align on line, carton range, and target takt.
- 2Layout check. On site within two weeks, with a dedicated contact.
- 3Live in four weeks. Pilot fee EUR 6,500, fully creditable on purchase.
Power storage at megawatt scale. Scaled.
Voltic builds, operates and finances grid-scale battery storage across the DACH region. 47 MWh installed, 312 MWh signed in the pipeline. We are opening a Series B for the next build-out stage.
Three numbers, contractually covered.
Not a pilot: Voltic operates storage on the grid today, with revenue from signed contracts, not assumptions.
Concrete, steel and software on the grid.
Container-based battery storage, modular on the medium-voltage grid, driven by an in-house trading and dispatch platform. Six sites in operation.
Storage needs contracts.
The bottleneck of the energy transition is not the technology, it is financeable, contracted revenue.
Power grids need storage. Storage needs capital. Capital needs returns: not promises, but contracts.
Storage is the fastest-growing building block of the transition.
Researched market context, backed by sources. Demand for grid storage grows structurally with every point of renewable generation.
Market context, researched. Full references in the Sources section.
Revenue by stream, 2023 to 2027.
Three revenue streams, all contractually secured. 2026 and 2027 are projectable through signed PPAs and capacity contracts.
Three income streams.
Diversifying across three markets smooths revenue and reduces dependence on any single price signal.
Installed capacity, MWh.
The build-out follows a clear path from 47 to 312 MWh, faster than the average of comparable DACH developers.
Voltic vs. competitors: installed MWh.
Larger competitors exist, but none combines own operation, trading software and contracted revenue as tightly as Voltic.
With its signed pipeline Voltic would stand at 359 MWh.
Five-year scenarios.
The range hangs on the build-out pace and the power-price environment. The base case assumes only the already-signed pipeline.
Why Voltic.
Operation, trading and financing under one roof. Four numbers on the operational substance.
EUR 18 to 22 M lead ticket.
- 1First conversation. 45 minutes: pipeline contracts, 18 months of trading data, unit economics.
- 2Site visit. Lupfig site (AG, 18 MWh) together with the operations team.
- 3Term sheet. Closing planned for Q1/27.
References and market sources.
Every market claim above is backed by publicly available industry sources.
A boutique hotel that is booked out before it opens.
Casa Selene is a 14-room boutique hotel on the Ligurian coast. The concept is set, the site is secured, pre-bookings are coming in. We are opening a round for completion.
Quiet elegance above the sea.
Fourteen rooms, one restaurant, a pool above the bay. Not mass tourism, but stays with a signature.
Four numbers on the house.
Small, high-rate, booked early. The house is modelled as a working business.
The market carries the concept.
Researched market context, backed by sources. We build into a market that demands exactly our segment.
Market context, researched. Full references in the Sources section.
Booked out before the first guest arrives.
The risk is completion, not the market.
Location and concept are uncopiable, demand is proven. What remains is completion alone. That is exactly what this round is for.
In the upscale segment, rates keep rising.
Willingness to pay in the upper Italian segment grows, especially at locations with a signature.
Pool, table, room.
Three steps to opening.
- 1Term sheet. Equity plus silent participation.
- 2Site visit. Land, plans, permits.
- 3Closing. Completion in 11 months, opening summer 2027.
References and market sources.
Every market claim above is backed by publicly available industry sources.
Your machines announce failures. 14 days early.
SENTUM Grid is the retrofittable predictive-maintenance platform for existing machinery: mount the sensor, learn a 14-day baseline, maintain on schedule. This deck covers how it works, a reference, the economics, and the 30-day pilot.
Unplanned is the most expensive way to stand still.
Series manufacturers lose 84 hours a year on average to unplanned downtime. Most of it was predictable.
- Cost per downtime hour
- EUR 12,400
- Unplanned hours per year and plant
- 84 h
- Failures pre-announced in the data
- 62%
- Parts replaced too early on schedules
- 30%
Retrofittable onto any installed base.
Wireless sensors for vibration, temperature, and current draw, magnet-mounted in 10 minutes per machine, 5-year battery, edge gateway with no PLC integration. Vendor-agnostic, machines of any age.
Listen instead of opening things up.
62 percent of mechanical failures announce themselves in the measurement data more than two weeks ahead. They just are not being measured.
Machines do not fail suddenly. They announce it: in vibration, temperature, and current. You just have to listen.
From sensor to a planned maintenance window.
- 1Mount the sensor 10 minutes per machine, magnet-mounted, 5-year battery life.
- 2Learn the baseline 14-day ML baseline per machine class, then a real-time anomaly score.
- 3Alarm with diagnosis On average 14 days before failure, with component diagnosis per ISO 10816.
- 4Maintain on plan The maintenance planner bundles interventions into planned windows.
Three maintenance strategies, one clear picture.
Basis: 100 machines in series production. Condition-based maintenance cuts downtime hours by a factor of nine versus reactive operation.
Maintenance cost in the same comparison: index 100 / 91 / 77.
Gerthner Antriebstechnik: 140 machines, 9 months.
Gear manufacturing in three-shift operation. Eleven emerging bearing failures were caught and fixed in planned windows.
Measurement tech that survives the shop floor.
IP67 housing, vibration per ISO 10816, temperature and current draw per measuring point. The anomaly score runs on the edge gateway, even without a cloud link.
A subscription, not an investment.
- Measuring point
- EUR 29/month, hardware included
- Platform per plant
- EUR 490/month, unlimited users
- Sensor swap and calibration
- included
- Pilot
- 20 points, 90 days, EUR 2,900
30 days to the first anomaly report.
- 1Asset mapping. Day 1: jointly pick the 20 most critical measuring points.
- 2Sensors online. Week 1, mounted with no production interruption.
- 3Review workshop. Day 30: analysis, baseline report, rollout recommendation per hall.
A second generation of precision oncology. From Basel.
Lumen develops targeted drugs for solid tumours with underserved mutation profiles. Lead programme LUM-201 completes Phase Ib in Q1/27. We are opening a Series A and looking for a lead investor.
Three numbers that carry everything.
A focused Series A for one clearly defined inflection point: the Phase Ib readout of the lead programme.
Science we can put our hands on.
Lead programme LUM-201 targets KRAS and BRAF mutations in solid tumours. Our own companion diagnostic, our own patents, our own preclinical data.
Drug plus diagnostic.
The costliest mistake in oncology is the wrong patient group in the wrong trial.
Oncology pipelines rarely fail on the drug, they fail on patient selection. We build the drug and the companion diagnostic together, from day one.
Oncology is the largest therapy class in the world.
Researched market context, backed by sources. Precision oncology grows structurally faster than the overall market.
Market context, researched. Full references in the Sources section.
Targeted oncology: global, 2024 to 2032.
CAGR 14.2 %. Lumen’s addressable market (KRAS + BRAF) grows faster than the overall segment.
Own modelling based on the market sources in the Sources section.
Programme status by phase progress.
Three assets, one shared target profile. Each programme has a defined next milestone.
EUR 28 M: where the capital goes.
The lion’s share goes into clinical development of the lead programme. The round funds 30 months of runway, well past the Phase Ib readout.
Why Lumen.
A team that has taken this science into the clinic before. Four numbers on the substance behind the pitch.
Four milestones to the inflection point.
Each milestone de-risks the asset and lifts the valuation. The Series A carries the programme safely past the Phase Ib readout.
- 1Q4 2026: IND LUM-115 Filing in the US, EMA scientific advice in parallel.
- 2Q1 2027: Phase Ib readout LUM-201 First efficacy data, dose escalation completed.
- 3Q3 2027: Phase IIa start Multicentre trial in EU and US, around 120 patients.
- 4Q2 2028: Series B On the Phase IIa interim, planned EUR 80 to 120 M.
We are looking for a lead for 12 to 15 M.
- 1NDA & data room. Full access within 24 hours.
- 2Management deep-dive. 90 minutes with CEO, CSO and Head of Clinical.
- 3Term sheet. Lead term sheet by end of Q1/27, closing Q2/27.
References and market sources.
Every market claim above is backed by publicly available industry sources.
A reweighting across three asset classes, in light of the rate regime.
This memorandum proposes an adjustment to the current allocation, aligned with the family goals set out in the Q4 conversation. The aim is less volatility at a nearly unchanged payout.
Four numbers on this memo.
A surgical move, not a reversal: twelve percent of the portfolio is reweighted, the liquidity horizon stays untouched.
- Assets under management
- EUR 184 M
- Proposed reweighting
- EUR 22 M (12 %)
- Expected risk adjustment
- −2.1 vol pts p.a.
- Liquidity horizon
- unchanged > 24 months
A new rate regime calls for a new balance.
After years of zero rates, high-quality bonds deliver real returns again. That fundamentally changes the logic of allocation for wealthy families.
Reduce volatility, preserve payout.
The family’s mandate is capital preservation, not return maximisation. This memo is bound to that mandate.
The rate turn is complete, but its effects are not yet priced into every asset class. The reweighting does not pursue maximum return, but a reduction in volatility at a nearly unchanged payout.
The market environment supports the move.
Researched market context, backed by sources. The move follows what institutional capital is already doing.
Market context, researched. Full references in the Sources section.
Current versus proposed.
As of 31.12.2025 (left) against the proposal for Q2/26 (right). The shift is targeted, not sweeping.
Δ allocation, proposal minus current.
Eight percentage points move from equities and high yield into investment-grade bonds and direct holdings.
Three scenarios over five years.
What matters: the base case stays nearly unchanged, while the downside band narrows noticeably.
Assumptions: 10th / 50th / 90th percentile of historical paths, inflation-adjusted.
Why Signum.
Independent, fee-transparent, long-term. Four numbers on the durability of the mandate.
Four tranches over 12 months.
Staggered to avoid timing risk. Each tranche requires separate approval.
- 1Q2 2026: tranche 1 (6 M) Reduce emerging-market equities, build investment grade.
- 2Q3 2026: tranche 2 (6 M) Reduce high yield, further extend investment grade.
- 3Q4 2026: tranche 3 (5 M) Build direct holdings from the existing deal flow.
- 4Q1 2027: tranche 4 (5 M) Final adjustment of the equity quota, rebalancing.
Three steps to approval.
- 1Advisory conversation. Personal discussion of the proposals with the family.
- 2Written consent. Formal confirmation of the allocation change per tranche.
- 3Quarterly report. Regular reporting, extended by the status of the tranches.
References and market sources.
Every market claim above is backed by publicly available industry sources.
Workwear as a service: clean, certified, every week.
FORTA Flex is the workwear subscription for construction and trades: full kit per trade, weekly exchange service, documented PPE inspection, one fixed price per employee. This deck covers full cost, a reference, and the 14-day start.
Buying your own is pricier than it looks.
Procurement, size management, replacement, home washing, and PPE documentation: workwear eats time and carries a liability risk.
- Own purchase per employee and year
- EUR 620
- Admin effort per month
- 4 h
- Firms without PPE inspection cycles
- 43%
- Extra wear from home washing
- +35%
One subscription that runs the whole loop.
Full kit per trade in triple rotation, weekly exchange with industrial laundering, repair and replacement included, name and logo branding.
You do not buy workwear. You rely on it.
Protective clothing is both a work tool and a calling card, and both only work if someone takes care of it every single week.
Workwear is not a procurement item. It is a service promise: clean, inspected, documented, every week anew.
From sample case to weekly rhythm.
- 1On-site fitting Days 1 to 3, with a sample case per trade and size capture.
- 2Initial kit Delivered on day 10, locker logistics included.
- 3Exchange service Weekly from day 14: industrial laundering, repair, replacement.
- 4Portal RFID per item: stock, wash cycles, PPE status, monthly report.
Own purchase vs. subscription, per employee and year.
Buying does not end at the checkout: admin time and premature wear from home washing come on top.
Roughly EUR 450 saved per employee and year, with documented PPE inspection.
Hoffmann Bau: 85 employees, 3 sites.
Building construction, on FORTA Flex for 14 months. The compliance report passed the insurance audit without a single follow-up for the first time.
Built for the workshop and the site.
Repair and replacement are part of the subscription: wear and tear is planned for, not an unbudgeted risk.
Two plans, one fixed price.
- Basic
- EUR 39 per employee/month
- Pro (hi-vis class 3)
- EUR 54 per employee/month
- Setup
- EUR 0 from 25 employees
- Pilot
- 6 months, one crew, no minimum term
Kitted out in 14 days.
- 1Book the fitting. Days 1 to 3: sample case and size capture on site.
- 2Initial kit. Day 10: delivery with personalized lockers.
- 3First exchange. Day 14: the weekly service is running.
Nothing manually retouched.
It’s not your pitch. It’s the format.
Too big for mail servers, too clumsy for recipients.
Unreadable on 6 inches: most readers drop off.
Whether anything was read? Flying blind.
