Family office partnership
Direct investments for family offices
We find suitable unlisted companies for you, review them thoroughly and then support you in your role as shareholder.
Mathias Westerbarkei looks after you personally and discreetly.
Who advises you
Not a banker. Not a typical adviser.
Mathias Westerbarkei thinks and acts as an entrepreneur. He was Head of Mergers & Acquisitions at CLAAS and then CFO of DTS IT AG.
From 2023 to 2025 he was Investment Manager in the family office of the Goldbeck Group. There he looked after an investment portfolio, structured new fund investments and was involved in the advisory boards and shareholder bodies of the portfolio companies. So he knows how a family office works from the inside.
25+ years
Experience in M&A, corporate finance and strategy
300+
M&A projects reviewed
10+
Transactions completed
€600 million
Revenue of the largest transaction under his responsibility
What you can expect
Confidential
Your name and your plans stay between us. We work independently and without conflicts of interest.
Personal
You work directly with Mathias Westerbarkei. One point of contact, no junior advisers.
Long-term
We assess investments in family businesses by their long-term value, with generations in mind.
AI-supported
Our own software uses AI to find and compare suitable companies. You see the results in an interactive dashboard.
Our services
Strategic advice and analysis
- Investment strategy for direct investments in unlisted companies
- Analysis of how your direct investments are developing, with a digital dashboard and reports
Direct investments and co-investments
- Finding direct investments from €0.5 million, and co-investments
- Approaching owners personally and as equals, from entrepreneur to entrepreneur
- Thorough review of the most promising companies (due diligence)
Portfolio analysis and representation of interests
- Review of your portfolio of unlisted holdings: where can more be achieved?
- Higher EBITDA and enterprise value in your holdings, with our AI Value Creation if you wish
- Actively representing your interests in minority holdings
- Advisory board roles on request
- Advice on restructuring and liquidation, with the aim of preserving value
Succession planning and family strategy
- Succession strategy for the next generation
- Mediation and balancing the interests of all family members
- Family rules for ownership and management (family governance) and long-term planning
We advise exclusively on direct investments in unlisted companies. We do not offer investment advice or asset management relating to securities or other financial instruments.
More value. Whether you sell or not.
With AI Value Creation we unlock more EBITDA and more enterprise value. Our self-learning AI system analyses your data and processes and usually shows the first quick wins on day one. Only what shows up in the profit and loss account and the balance sheet counts.
For owners, private equity firms and family offices. And the best preparation, should you decide to sell later.
Fees
Our fee combines a monthly retainer with a success fee that only becomes due on completion of a transaction.
We agree the exact structure with you individually. The initial consultation is free of charge and without obligation.
Book an initial consultation
Confidential, free of charge and without obligation. Mathias Westerbarkei will get back to you personally within 24 hours.
Prefer to find out more first?
Read who will advise you. Or register your investment profile in our investor database.