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Private Capital

In a rapidly changing world, where new technologies are defining new markets and revolutionizing existing ones, where the geo-economy is undergoing tectonic shifts, and where the decarbonization of the economy is driving a transformation of historic proportions, historic business opportunities arise—but so do complex risks. Financial investors and entrepreneurial families face the challenge of finding the right strategies to ensure sustainable value creation. In the face of fundamental societal change, private equity firms, entrepreneurial families, and sovereign wealth funds must adapt their leadership and governance to effectively shape the future.

At RefineValue, we have extensive experience working with private equity firms, entrepreneurial families, and sovereign wealth funds. We provide customized board services and CEO advisory solutions designed to enhance board effectiveness, unlock high-end CEO performance, and improve the odds of successful succession and transitions in both boards and the CEO role. Our tailored solutions for investors are aimed at achieving a new level of performance in boards and executive leadership.

Private Equity & Venture Capital

Private equity investors have established themselves as a formidable force in the market. We support private equity and venture capital firms at both the fund and portfolio levels with innovative solutions that enhance CEO performance, board effectiveness, governance, transitions, and succession.

At the fund level, we have helped leading global private equity funds expand into continental Europe, offering unique access to executive investment professionals and senior advisers across the region.

At the portfolio level, our integrated advisory approach supports the entire investment cycle, from the pre-deal phase to portfolio value acceleration and exit. We evaluate and benchmark performance, improve the odds of successful succession and transition in boards and the CEO role, and assist in creating and developing boards for private companies, including preparing for IPOs.

Increasing complexity due to globalization, regulation, and new technologies poses new challenges for entrepreneurs, entrepreneurial families, and UHNWIs. We benchmark and improve the corporate governance of portfolio companies and investments, support the development of family boards, and advise on shareholder competence, the role of the family in the company, and conflict management. Our team of experts specializes in evaluating and enhancing CEO performance and improving the effectiveness of supervisory boards, advisory boards, and leadership teams. We also provide guidance on compensation structures, succession planning, and effective transition processes.

Entrepreneurs, Family Offices & UNHWIs

Sovereign Wealth Funds

With more than 100 sovereign wealth funds worldwide—40 of which have been established since 2005, managing over USD 10 trillion in assets—these funds play a critical role in the global economy. We assist sovereign wealth funds in enhancing the effectiveness of leadership teams, building regional and thematic advisory boards, and identifying leaders to elevate their investment teams.

For direct investments in Europe, we provide sovereign wealth funds with board services and CEO advisory solutions across all industries to improve board effectiveness and CEO performance.

Consultants

Let's take CEO performance and board effectiveness to the next level

Our private capital practice team of consultants specializes in enabling boards and CEOs to become a true competitive advantage, increasing the odds of successful board and CEO transition and succession for maximum impact.