Management consultancy on the topic of capital markets

Services

LAKESIDE CASTLE supports medium-sized companies in equity financing, the purchase or sale of entities and in the field of investor relations with the aim to sustainably enhance the enterprise value. As well as professional expertise, our excellent network of investors throughout Europe builds the core of our activities.

The right contacts to the right investors.

We are independent and are always acting in the best interest of our clients. We combine our long-standing experience in banking, consulting and business management of medium-sized companies with a broad network of contacts to entrepreneurs, bankers, investors and multiples.

Raising of Capital

IPO and Capital Increase

Investor Relations Management

Investor Access and Roadshows

Company Acquisitions and Sale

We develop alternatives for action for you and your company and assist you in making the right decisions.

People

Claudia Erning

Claudia can look back on some 20 years of experience in Investment Banking and Corporate Finance. She established Lakeside Castle in 2013 as a strategy consulting firm for capital market topics.

Thomas Hoffmann

Thomas builds on his long-standing experience in business consultancy as well as various management positions in industry and with SMEs. He joined the Lakeside team in 2016.

Fairness and respect determine how we interact with our customers. Authenticity, confidentiality and reliability are the fundamental values of our work.

Values

Interaction and cooperation, both in business and private life, are characterised by understanding and comprehension. To build a successful relationship to our customers a mutual understanding and knowledge of the values supporting them is an important foundation. Our patterns of behaviour and ways of thinking are shaped by this. These are the characteristics or scopes of action that determine the way we work:

A down-to-earth mentality and calmness

Individuality and unconventional thinking

Continuity and discipline

Curiosity and focus

In a respectful and fair cooperation with our customers, managers and shareholders, we wish to collaborate with you in a results-oriented and successful manner, realise innovative solutions and achieve results that are sustainable and satisfying in the long term.
To this end, we appreciate mutual respect and the necessary discretion.

We mainly provide our services to listed companies or those companies wishing to go public but also to young companies, e.g. to finance growth

Success Stories

We are specialised in supporting small and medium-sized companies – a lot of our customers are “SMEs managed by entrepreneurs”. To financial investors, we are a competent partner, helping portfolio companies over a long period of time in developing their ability to act on the capital markets. We see ourselves as a company’s companion for the duration of a transaction and provide our specific expertise from more than 30 transactions. In cooperation with you, we want to make a small contribution to your company’s success story – maybe you will soon read your own story here?

Acquire new investors and multiples, intensify the dialogue with analysts and brokers

Lakeside View 2/2018

Die Neustrukturierung der deutschen Aktienindizes – wer gewinnt, wer verliert?

München, 12.02.2018: Die Deutschen Börse hat Ende Januar ihre beabsichtigte Änderung der deutschen Indexlandschaft vorgestellt und gibt in der laufenden Konsultationsphase den Marktteilnehmern die Gelegenheit, sich dazu zu äußern…

News

Lakeside View 1/2018

Investor Access and Research under MIFID II

Munich, January 3, 2017: Today’s entry into force of MiFID II constitutes a further step towards transparency and investor protection…

Lakeside View 1/2017

The new SME Segment of Deutschen Börse AG

Munich, January 25, 2016: Since 2005, the Entry Standard of Deutsche Börse AG has acted as an entry point in the Open Market with special…

Contact

LAKESIDE CASTLE Holding GmbH

Bockmayrstr. 20
D-82327 Tutzing

+49 (160) 9689 8171
mail@lakesidecastle.com