We are trusted family advisors,
consulting fellow
family offices.
We serve as senior advisors along the whole value chain of transactions and portfolio management, delivering M&A advisory, transaction & portfolio management services.
M&A advisory
Buy-side M&A advisory encompassing defining investment strategy, pipeline building, assessment of deal proposals for 3rd parties, deal structuring & debt financing, end-to-end execution
Sell-side M&A advisory including pre-deal asset preparation, end-to-end transaction execution (discreet disposals, competitive processes, etc.), advice on post-deal structuring
Commercial due diligence
Top-quality commercial due diligence on assets across industries with generalist approach leveraging extensive primary research and far-reaching professional and personal networks
Holistic scope approach, leveraging owner mindset, including equity story development, as well as synergies assessment and post-acquisition value creation examination
Outsourced operating partners & shareholder representation
Leveraging combined 20+ years in top management consulting for PE clients and own entrepreneurial experience in SMEs allows for resilient effectiveness
Longstanding experience in 10+ advisory boards across Europe, including in compensation and audit committees, as well as litigation expertise helps navigate any operational challenge
We support leading family offices, entrepreneurs
and PE investors along the full value chain of direct private equity investments.
We believe exceptional results need continuous hard work, meticulous diligence and utmost attention to detail, to earn critical trust that matters.
We live long-term partnerships, co-investing in our assets for full interest alignment with our LPs, management & clients.
We take full responsibility where the same person delivers end-to-end from deal transaction to portfolio management.
We bring together family equity, co-investment, strategy, operations, corporate finance, technology, legal/ tax, transaction and negotiations know-how to drive value as investors and advisors in trusted relationships.
Dr. Johannes Trissler
Managing partner
« I enthuse about the synthesis of ideas and execution to shape reality with our fellow family offices. »
Johannes is an entrepreneur at heart with serial-founder experience to his name (for profit & non-profit). He has been active in family equity direct investments for 10+ years. He approaches investments & advisory from an owners perspective, taking full ownership along the whole value chain of the investment lifecycle. Johannes is a trusted advisor to family offices and UHNWIs: sharing experiences, advising on transactions, ideating strategy and co-investing together. His interests range from family equity investments to philanthropy and democracy formation, from squash to sailing and skiing.
Johannes' background is with Bain & Company in their Private Equity Group, alongside operationally supporting the buy&build expansion of his family business up until exit. Johannes holds a Ph.D. in law from University of Münster and University of Cambridge on family foundations, as well as a J.D. from Bucerius Law School.
Daniel Klein
Managing partner
« I am passionate about playing the long game, finding value in deals, working closely with investors & managers. »
Daniel is a hands-on expert in Direct Investing Family Equity with an international client base. He has over 15 years of experience in multiple Boards for his clients' family equity investments. Daniel loves to support both shareholders and management teams to bring companies to full potential. In Boards, his focus is usually on strategy, finance, M&A and fund raising. Beyond shareholder representation, he is supporting clients in assessing new and existing investments with long-standing transaction experience. Outside of work, Daniel is a dedicated family man and proud father of two children. He has a passion for exploring the world, seeking out unique destinations and cultural experiences with his family. Their shared adventures contribute to both personal growth and creating lasting memories together.
Previously Daniel was Managing Director of a Single Family Office focused on private markets, for 5 years, gaining transaction and value creation experience in private companies. Before that he worked 5 years at Bain & Company, the strategy consultancy, primarily in the Bain Private Equity Practice. Daniel holds an MBA from INSEAD (with distinction) and a Master of Science in Management from London School of Economics.
Fabian Brugger
Partner
« I enjoy solving complex problems and getting ‘my hands dirty’ as we bring strategy and value-creation to life. »
Fabian brings over 15 years of consulting experience and joined Lucid Partners in 2020. He has deep expertise in business strategy, operational value creation and M&A transaction advisory and has on-the-ground experience in Europe, Africa, and Asia. Fabian is passionate about navigating complex challenges that unlock measurable value for businesses and shareholders, and collaborating closely with entrepreneurs, executives and Boards to achieve their strategic goals. Outside of work, Fabian is an avid squash and volleyball player who enjoys traveling with his family and two children to explore new destinations.
Previously Fabian worked 9 years at Bain & Company, the strategy consultancy, as a Senior Manager in the Bain Private Equity Group as well as its Strategy and Performance Improvement practices. Before that he worked 3 years in Paris as an IT strategy consultant. Fabian holds an MBA from INSEAD and a Master of Science in Electrical Engineering from ETH Zurich.
We maximize total interest alignment
in everything we do, from transaction adivsory to portfolio responsibility.
Let us
get in touch
