LilO is the first entrepreneurial boutique of its kind, offering clients highly creative, proactive and individualized
services and setting new standards in mergers and acquisitions. Equipped with a solid background in
traditional M&A advisory, LilO also strives to develop a more holistic and dynamic approach in the field of corporate transactions based on true hands-on experiences and a unique entrepreneurial spirit.
Over the years, we have been witness to countless transactions led by the major M&A
advisories, participating on both sides - sellers and buyers. We have come to realize that there
are several visible and hidden factors involved in achieving a successful transaction. Genuinely
committed, LilO goes beyond the traditional M&A process. We know that there is much more
involved in achieving successful transactions than the standard approaches and data-based
selections of potential buyers or targets. We see deals on a daily basis, and recognize that the
key to their success is implementing a process that is highly individualized, and dynamic and
based on a clear and in-depth understanding of the prospects of all sides involved. We work in
close collaboration with our clients, analyzing what and how to invest/divest in line with their
corporate strategy, market trends and opportunities for growth. Our strength lies in the
development and implementation of individualized M&A strategies, based on the client’s past
experience and future prospects.
We dare to be different to be better.
The partners of LilO have offered advisory services for M&A transactions ranging from EUR 1 million to EUR 250 million. Our experience and specific focus on transactions in the mid-market segment have enabled us to build a unique M&A and entrepreneurial boutique that specializes in cross-border transactions worth between EUR 2 million up to EUR 100 million. Some of these transactions extend across various industries including healthcare, telecommunications, media, consumer goods, clean tech and life sciences. We support entrepreneurs in the development of their business ventures and exit strategies, through a wellstructured process of buying and selling assets and shareholdings.
We are genuinely committed to:
- Managing and expanding our own business ventures: we are passionate business angels.
- Exit strategies and divestments: we create and maximize a business's exit value and develop and implement value-enhancing divestment options and strategies during all phases.
- Buyer site transactions: we provide support to our clients in the development of an investment strategy in line with corporate development, market trends and growth opportunities. We proactively approach, screen and evaluate opportunities based on criteria defined within the investment strategy.
- Restructuring & turn-around management (exit-oriented): we help distressed companies obtain the maximum value by creating and implementing a step exit strategy over a period of 18 to 24 months.
- MBOs (Management Buy Outs): we assist managers with financing and structuring take-overs of the businesses they know inside out.
- Joint ventures and co-operation agreements: we assist our clients in defining and realizing co-operation strategies and joint ventures based on a clear understanding of shared expectations.
LilO is specialized in selecting opportunities that lead to highly attractive transactions.
LilO stands for innovation in the field of mergers & acquisitions. As pioneers, we go beyond the traditional M&A process. With our innovative HUGO assessment tool®, we conduct comprehensive and holistic Due Diligence, something that a regular
M&A advisory cannot offer.
Some 250 executives in M&A were interviewed and only 30 percent expressed satisfaction with the due diligence that had been set up. All too often, due diligence becomes a "box-checking" exercise, with the collection of tons of data, but failure to address the essential elements of a transaction proposal. The success of a transaction and post-merger integration enormously depend on identifying and focusing on the specific factors that the involved parties deem important. For any progress to be made during this process, it is essential to understand the shared expectations, core values, corporate cultures, potential risks and dependencies on both sides.
From the perspective of holistic analysis and to improve the chances of a sustainable transition and/or a successful exit, we believe that there is a strong need to broaden the focus in the early stages of a transaction to include these aspects. In collaboration with Knowledge Management Austria, LilO has developed an innovative analysis knowledge management tool for business development and transaction strategies, called the HUGO assessment tool®. The HUGO assessment tool® assists in the analysis, display and communication of knowledge and information regarding the intangible and tangible aspects of a company. To find out more about HUGO®, LilO’s innovative assessment tool, please download our brochure.
as the founder and CEO of LilO entrepreneur boutique, has worked on M&As, restructuring projects and company foundations for virtually her entire professional life. During her career, she has worked with and advised several private equity and venture capital firms, gaining international experience in Dubai, Hong Kong, Madrid, Paris, London and Brussels. Stefanie has a ten-year history of starting, developing and selling private companies and has built up her own portfolio of business ventures over the last few years. Stefanie studied law and earned a PhD from the University of Vienna.
as COO of LilO entrepreneur boutique, has a strong focus on the Healthcare Industry & Family Businesses. For the last 8 years he has advised
Rx-, OTC-, and medicinal product companies – from small manufacturers to multinationals – in sales, marketing and strategy projects. He has restructured his own family businesses and sold one of his companies successfully to an international corporation. Dominik has studied business pedagogic at the Vienna University of Economics and Business. He is also the owner and CEO of the HealthCare Consulting Group in Vienna.
The relationships with our clients are based on mutual trust and openness, and our goal is to build successful,
long-term prospects for both sides. We are accustomed to working intensively in a dynamic and result-oriented environment with our clients, partners and employees. This is why we only take on projects in which we know we will be able to perform while maintaining our business and ethical principles intact, and when we know we can meet the expectations of our clients. LilO’s philosophy stands for performance, discipline, authenticity and results. We communicate our values and objectives in a clear and concise manner to our employees. For us, formality and procedure are not important as long as the objectives are met.
If you are interested in working with LilO,
here are a few suggestions to get started:
- First contact:call, email, skype, request a meeting
- Expectations:what are you striving to achieve and how can we help?
- Analysis:market & company – recent developments, prospects & latest trends
- Strategy:what are the steps to be taken to get where you want to be?
- Action:strategy implementation
- Satisfaction:mission completed
What does your name mean?
LilO is about the spirit and attitude of the entrepreneur. The letters are an acronym for Loving Initiatives + Living Opportunities. But, on the whole, LilO stands for running a business with a true entrepreneurial spirit.
Do you focus on any industry in particular?
Over the years, we have been involved mainly in healthcare, media, clean tech, telecommunications and consumer goods.
Despite the above, we do not specialize in any particular industry, because we set up each process individually and, in fact,
we enjoy the diversity, flexibility and challenge that working in a variety of industries offers. We focus on understanding
and meeting the expectations of our clients and those of potential buyers. We like to wear the buyer's hat and poke and
probe your business without bias. And often, too much focus on a single sector creates blinders—creative, open minds are
the key drivers of our success.
What are the main profiles of the companies you work with?
We mainly focus on mid-sized companies with an annual turnover of between EUR 2 million and EUR 100 million. Our
clients are generally shareholders who are looking to change or re-assess their business models or cost structures. Many
are shareholders or management teams whose goal is to sell their business or some of their assets. Others want to
optimize their operations and/or seek opportunities for growth and additional synergies.
How do you manage confidentiality?
From the first moment of contact, upholding integrity and confidentiality is a matter of principle for us. Before signing an
NDA, we do not disclose the names of our clients to interested or targeted parties. As you can see on our website, we do
not promote our clients and exit projects. Confidentiality, for us, is of utmost importance.
How long will it take to achieve the objective?
In initiating and realizing transactions, timing is crucial. Depending on your prospects, the time required to carry out a transaction may take anywhere from 6 to 18 months. We have, in fact, managed to set up and close a deal within a
3-month period, but this time-line is definitely not the regular case. We strongly believe in building a highly dynamic
process designed to move steadily towards the objectives that have been set.