SFO Munich

SFO is a Munich-based family office established in 2013, operating in collaboration with the German Consulting Group (GCG). The firm's primary objective is to conduct and consolidate investment activities within the small and medium-sized enterprise (SME) sector, particularly focusing on the 'Old Economy'. The founding entrepreneurial family, with decades of market experience, emphasizes the sustainable development and future-oriented alignment of the companies it invests in. The partners of GCG hold a minority stake in all SFO transactions.

The core of SFO's investment strategy involves building a portfolio of established medium-sized manufacturers within the industrial goods sector, with a particular emphasis on mechanical and plant engineering. The firm primarily targets companies in special situations, viewing corporate crises as opportunities to create new value and lay the groundwork for long-term success. Investments are predominantly made using SFO's own funds, with the goal of successful restructuring and further development without pressure for immediate resale.

SFO offers concrete and economically sound solutions, taking responsibility for the subsequent restructuring or realignment of companies. The firm has over 20 years of experience in successful reorganizations, especially in distressed situations. Beyond special situations, SFO also focuses on succession planning, providing long-term concepts and solutions for companies lacking options to pass their business to the next generation. The firm analyzes and evaluates over 40 cases annually, engaging with key stakeholders only after a critical pre-selection process.

SFO's expertise lies in developing robust concepts based on IDW S6 standards and extensive due diligence know-how. The firm also supports private equity houses and family offices in distressed transactions, including selection, due diligence, and restructuring. SFO explicitly avoids acting as a trustee or insolvency administrator, instead focusing on creating win-win situations for all involved parties, including banks, credit insurers, employees, management, and former shareholders.