Shareholdings Management

The executive situations in which corporate leaders around the world find themselves are becoming increasingly complex. It is not only important to adhere to the internal and external framework, to unit all decision-makers or to play out every singe possible alternative strategy. Primarily, it is important to fulfil the defined corporate strategy and to achieve the pivotal goal for the company of securing its capital base. As long as the capital base is fine, the company is healthy. However, simply the term ?equity capital? starts to pose difficult questions. Depending on the items that are included in the equity position, there will be changes in the balance sheet, the levied taxes and not least the criteria used by rating agencies, which in turn may lead to economic burdens.

Therefore, the main purpose of equity interest is to increase the commercial equity capital, to strengthen the strategic core business fields and to achieve a sustained contribution to the earnings contribution. In order to achieve this goal, it is important to ensure optimum management of the equity interests: When to offload unsuitable investments; how to reduce risky assets and the risk capital; how to identify undisclosed reserves and profitable investments and how are the complex corporate structures arranged simply and rendered transparent?

The economic and strategic significance of shareholdings management is increasing more and more from year to year because the interlocking of companies is always becoming ever more complicated and complex. Simultaneously, there are enormous economic opportunities in professional management and controlling of shareholdings or participations. Making use of them requires transparency and availability of information at all times, both currently and in all historic shareholding or participation situations.

Fulfillment of statutory and company requirements in the reporting system and analysis is the daily business of current shareholdings or participation managers. Examples of this are the statutory reporting system, attachments to business reports, portfolio analyses, mandate holder reports and much more. With efficient software for this branch, these tasks can be largely automated!

The basic requirement for professional controlling, earnings management and risk assessments is  efficient, electronic data processing-(EDP-)supported shareholdings management as provided by LCM Finance/M&A.