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GestInvest

Businesses

Strategic &
Shareholder Solutions

Ownership decisions shape the future of the business.

GestInvest works with shareholders, founders and family-owned businesses on ownership transitions, liquidity, succession and complex shareholder situations.

Positioning

When the question
is ownership.

GestInvest helps shareholders structure alternatives before an M&A transaction becomes necessary — when one shareholder wants out while another wants to stay, when liquidity is needed without a sale, or when ownership itself needs to be reorganised.

Partial Exit Ownership Alignment Liquidity Family Succession Shareholder Disputes New Capital Ownership Reorganisation Minority Protection

What We Do

Six areas of
shareholder complexity.

01

Shareholder Liquidity

Partial or total liquidity solutions — partial exits, secondary transactions, strategic investor entry and minority stake transactions.

02

Ownership Restructuring

Changing the shareholder structure — redistribution of ownership, consolidation of stakes, entry of new shareholders and simplification.

03

Succession & Ownership Transition

For family businesses and founders — generational transition, management succession and partial or full sale alternatives.

04

Shareholder Alignment

When shareholder interests and horizons diverge — strategic alignment, liquidity expectations and future ownership scenarios.

05

Strategic Investor Solutions

Bringing in strategic or financial investors — profile definition, minority or majority investment and transaction structuring.

06

Special Shareholder Situations

Sensitive or complex cases — shareholder disputes, forced or negotiated exits, fragmented ownership and inheritance-related situations.

When We Become Involved

Situations that call for a structured alternative.

One shareholder wants to exit while others wish to remain
A founder wants liquidity without selling the entire company
A family business is preparing for generational transition
Ownership has become fragmented
A strategic investor is being considered
Shareholders have different time horizons
Succession requires a new ownership structure
The company needs capital but existing shareholders want to preserve control

Ownership Pathways

Four ways forward.

A complex ownership question, reduced to four structured directions.

01

Remain

Preserve ownership, but reorganise governance or capital.

02

Rebalance

Restructure the participations between shareholders.

03

Bring In Capital

Entry of a new investor or strategic partner.

04

Exit

Partial or total sale.

Who We Work With

Direct relationships with those
who make significant decisions.

01Founders
02Shareholders
03Family-Owned
Businesses
04Entrepreneurial
Families
05Holding
Companies
06Minority
Shareholders
07Majority
Shareholders

Process

From objectives
to execution.

01

Shareholder Objectives

Understanding individual objectives, ownership, liquidity and horizon.

02

Strategic Alternatives

Building the possible scenarios.

03

Structure

Defining ownership, capital and transaction pathway.

04

Execution

Implementing the selected solution.

Connection to M&A

When the solution
is a sale.

  • Full sale
  • Acquisition
  • Strategic sale
  • Competitive process
M&A & Transactions

Connection to Capital

When the solution
is new capital.

  • Equity injection
  • Strategic investor
  • Debt recapitalisation
  • Acquisition financing
Capital & Financing

Discretion

Shareholder situations
are inherently private.

  • Strict confidentiality throughout
  • Direct senior involvement
  • Controlled access to information
  • Selective engagement of counterparties

Start a Conversation

Considering a change in ownership?

Whether the objective is liquidity, succession, restructuring or a new shareholder, the process begins with understanding the alternatives.

Discuss a Shareholder Situation