Enhancing returns for a large family office

Home Enhancing returns for a large family office

Client Background

The family office had a large asset pool across multiple asset classes and geographies which was giving sub-normal returns

Business Problem

  • The client required refreshment of the overall strategy and alignment of the portfolio in line with the strategy
  • The client required evaluation of each investee company on long term value creation potential and creation of a roadmap to either retain and grow the company or exit them

Solution Overview

  • Acuvon helped the client in refreshing the overall strategy of the Fund:
    • Build a consensus around shareholder aspiration and risk appetite
    • Agreed on the geographic and asset classes preferences
    • Applied the modern portfolio theory to determine the right allocation (strategic and tactical)
    • Developed internal processes for the different stages of the investment lifecycle; sourcing, screening, deal structuring, negotiating, investing and post-investment management
  • For 8 of the investee companies which were in early-stage, carried a deep-dive around the following:
    • Prepared a diagnostic report covering the potential of the sector, company, their strategy, operating model, structure, people, processes and system to make a recommendation on whether to retain and grow the company versus exit
    • For the companies which had potential, worked with the management in developing a detailed 5 year strategy and implementation plan
    • For the companies which are not aligned to the portfolio strategy or were not synergetic to other portfolio companies, created an exit plan to maximize the selling value

Business Impact


Built a turnaround / growth strategy for 4 of the investee companies as a path to value creation


Successfully exited 2 companies by finding the right partner / buyer post implementation of exit plan