SFO Group

SFO Group is a Munich-based family office established in 2013, operating in collaboration with the German Consulting Group (GCG). The firm focuses on investment activities within the small and medium-sized enterprise (SME) sector, particularly in what it refers to as the 'Old Economy'. Its core strategy involves building a portfolio of established mid-sized manufacturers within the industrial goods sector, with a specific emphasis on mechanical and plant engineering, and companies in special situations or undergoing succession planning.

The firm views corporate crises as opportunities to create new value and lay the groundwork for long-term success. SFO Group primarily invests its own capital, aiming for successful restructuring and further development of these companies without pressure for immediate resale. They emphasize close and consensual cooperation with all involved stakeholders, including banks, credit insurers, employees, management, and former shareholders.

SFO Group's expertise lies in developing robust concepts based on the IDW S6 standard for assessing restructuring viability and worthiness, combined with extensive due diligence know-how. The firm also supports private equity houses and family offices in distressed transactions, offering services in selection, due diligence, and restructuring. They analyze and evaluate over 40 cases annually, providing concrete and economically sound solutions.

The firm's investment interests extend to sectors such as mechanical and plant engineering, transportation/aviation, the electronics industry, automotive, and energy. The assets of the family office are managed by its executive management team, reflecting a long-standing entrepreneurial family tradition in Munich.