Set course
Change and transition situations
- Strategic realignment
- Succession
- Carve-out and merger
- Financing and capital allocation
- Divestment and exit
URS ADVISORY
URS ADVISORY
We put your portfolio companies on course and keep them there. We put your portfolio companies on course and keep them there. We put your portfolio companies on course and keep them there.
What we do What we doPortfolio Stewardship
URS Advisory supports investors, family offices and owners in realigning and managing their existing portfolio companies on an ongoing basis.
In doing so, we work as an equal partner with management, co-shareholders and governing bodies.
We provide support when a portfolio company veers off course or transitions and periods of change call for particular attention from owners.
Together with management and governing bodies, we clarify what needs to be done, establish a viable direction and steer implementation, including over the long term.
Set course
Change and transition situations
Hold course
Ongoing Portfolio Stewardship
Strategic realignments are generally handled through clearly defined project mandates. We typically take on ongoing portfolio stewardship under a recurring mandate.
A first conversation is confidential and without obligation. 30 minutes to understand your situation and jointly assess whether a collaboration makes sense.
Our referencesHold course · Set course
Six examples of how URS Advisory takes responsibility — in ongoing portfolio stewardship as well as during periods of change and transition.
Hold courseOngoing Portfolio Stewardship
Company
Digital platform for private photovoltaic solutions, from purchasing and renting to solar-panel installation.
Situation
Zolar grew faster than its existing governance structure could keep pace. As a result, decision-making pathways between shareholders came under increasing pressure.
Role
The mandate included board representation for a shareholder as well as responsibility for the company’s governance and strategic direction.
Outcome
Decision-making capacity was maintained during the period of strong growth. Zolar grew to around 400 employees and closed a financing round of more than €100 million.
Company
Software and analytics platform for pricing and hedging long-term power purchase agreements (PPAs). Pexapark supports energy suppliers, project developers and institutional investors in assessing market risks.
Situation
As organizational complexity grew, key decisions on leadership and strategic direction between investors and management became increasingly demanding.
Role
The mandate included supporting the strategic direction, mediating between investors, management and technical leaders, and supporting the appointment of key leadership positions.
Outcome
Decision-making structures were clarified and leadership continuity secured. Key transformation initiatives were also advanced. With around 100 employees in Zurich, Pexapark developed into an established market standard for price transparency in power purchase agreements.
Company
Technology provider for the energy sector with a hardware-adjacent, patented solution in the field of grid infrastructure.
Situation
The technology-driven scale-up went through several international financing rounds with different co-investors. Capital allocation and the balancing of interests among shareholders had to be actively managed across multiple financing cycles.
Role
The mandate included supporting capital allocation and the financing rounds, as well as mediating between founders, management and an international investor group comprising corporate venture units and specialist VC funds.
Outcome
The capital structure remained resilient across multiple financing rounds, and investor confidence was maintained. The company developed into a technology provider with several patent families and industrial partnerships.
The client’s name is treated confidentially at the client’s request.
Set courseChange and transition situations
Company
Investment platform for energy infrastructure within an international group, with holdings in growth companies in renewable energy and electrification. The portfolio comprised companies with combined revenue in the hundreds of millions and around 600 employees.
Situation
Engaged externally to support the transition of the investment platform. The mandate required simultaneous succession planning and the maintenance of existing and changing governance to ensure continuity during a carve-out and merger.
Role
The mandate included supporting the leadership transition, the carve-out and the preparation of the merger in direct collaboration with the ownership side and supervisory board.
Outcome
The leadership transition was completed. The platform was successfully carved out and merged with an international VC/PE partner.
Company
Family with diversified private wealth comprising real estate and various liquid assets. Initially, no dedicated investment office existed.
Situation
An exceptional family situation made it clear that fragmented assets and unclear decision-making structures put the long-term financial stability and provision for family members at risk.
Role
URS Advisory was responsible for building an investment office structure for private family wealth. This included consolidating the overview of assets, developing an allocation logic, and designing governance and decision rights across generations.
Outcome
A resilient structure was established with defined allocation logic, clear governance and transparent decision rights — designed for continuity across generations.
The client’s name is treated confidentially at the client’s request.
Company
Independent investment and dialogue platform under the Adapt Your World label. It connects investors, technology providers and companies around the investment thesis of climate adaptation to protect assets.
Situation
Protecting assets and infrastructure from climate impacts such as heat, heavy rainfall and wildfires had been largely overlooked as an investment opportunity. Capital focused primarily on reducing emissions, while adapting to increasing extreme weather events received little attention.
Role
URS Advisory initiated and led the platform, developed the investment thesis, built the network and brought investors, technology providers and companies together at a flagship conference at Nymphenburg Palace in Munich.
Outcome
120 participants and investors representing more than €10 billion in assets under management were brought together in Munich. Members of the community invested in companies in the field of climate adaptation.
Active Ownership
URS Advisory was founded to provide investors, family offices and owners with professional Portfolio Stewardship. We take on or complement the management of holdings — with commitment, independence and entrepreneurial judgment.
Ulrich Seitz, Managing Partner
“Being entrusted with other people’s important decisions is a privilege. Lasting value is created in particular through continuity and the judgment to recognize when to lead and when to listen.”
Over the past fifteen years, I have built, strategically guided and managed holdings in the energy, software and industrial manufacturing sectors. This included international board mandates, building and managing an investment holding company for BayWa r.e. AG, as well as building an independent investment and dialogue platform.
Through this work, I experienced first-hand what professional Portfolio Stewardship requires: asking the right questions, bringing interests together, taking responsibility and assessing decisions over the long term.
With URS Advisory, I now bring this experience to where it is needed. Our role is to adopt the owner’s perspective: to assess developments, ensure governance, prepare decisions and take responsibility wherever additional seniority or capacity is needed.
URS Advisory is complemented by a selected group of senior advisors. We also collaborate with asset managers and partner companies that integrate this expertise into their own offering.
Senior Advisor
Energy Transition & Resilience
20+ years of experience in a top-tier management consultancy and a global renewable energy group. Founder of Think Resiliency, advising at the intersection of renewable energy and regenerative agriculture. Senior Advisor to the Global Solar Council and SolarPower Europe.
thinkresiliency.netPortfolio stewardship
Portfolio Stewardship is built on trust between people. We treat every mandate confidentially; references are shared only with explicit consent.
URS Advisory was able to provide us with very practical advice on some immediate portfolio challenges and new investment opportunities. More importantly, we got a fresh perspective, which has made a real difference.
Managing Director, Family Office
“We hold an investment we believe in, but have never had the time to actively oversee it ourselves. URS Advisory gives us exactly that — a partner with the judgment and network to represent our interests.”
Partner, Investment Holding
“Ulrich’s depth of experience and strategic insight have been invaluable in our work together. He is a highly respected expert in portfolio management and governance.”
Partner, International Law Firm
A first conversation is confidential and without obligation. 30 minutes to understand your situation and jointly assess whether a collaboration makes sense.