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