Industries

Investors and Private Equity

We help private equity firms drive sustainable value creation through digital transformation, data-driven initiatives, and AI. From strategy to execution, we strengthen portfolio companies, improve performance, and unlock new growth opportunities.

Talk to our experts

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Introduction

AI and digitalization are reshaping private equity

The private equity sector is evolving rapidly as digitalization and AI redefine how value is assessed and created. Investors face rising expectations for transparency, speed, and measurable returns, while competition for high-quality assets continues to intensify.

Data-driven initiatives and AI now play a central role in due diligence and company-level value creation – enabling faster analysis, smarter investment decisions, and targeted operational improvements. Firms that embed these capabilities across their deal flow and value-creation playbooks gain a decisive edge in performance and growth.

OMMAX partners with private equity firms and investors to design and execute strategies that unlock value. From digital due diligence and performance analysis to AI-enabled initiatives, we deliver measurable impact and long-term competitiveness.

Our services

Challenges

The top challenges private equities encounter

Strategic challenges

Complexity in creating value, driving digital transformation, and timing exits across diverse portfolio companies.

Technology challenges

Modernizing legacy systems while enabling secure, scalable, and cloud-ready technology

Data & AI challenges

Integrating fragmented data to enable reliable analytics, AI-driven insights, and predictive decision-making across portfolio companies.

Marketing and sales challenges

Barriers to scaling growth, differentiating brands, and deploying effective digital marketing in portfolio businesses.

Operations challenges

Struggles in standardizing processes, scaling digital initiatives, and managing talent while monitoring performance across companies.

Customer experience challenges

Difficulty maintaining consistent, high-quality customer experiences during scaling and digitalization.

Opportunities

Various opportunities to help in creating digital value

Digital due diligence

Due diligence is no longer just financial – a digital component is essential to reveal risks and unlock hidden value.

Maximizing exit value

By investing in digital transformation initiatives, private equity firms can improve efficiency, boost revenue and earnings growth, and secure higher exit valuations.

Spotting digital value early

To prepare portfolio companies for digital transformation, private equity firms should consider opportunities and challenges before the due diligence stage.

Driving growth through digitalization

Through digitalization, portfolio companies can deliver faster service, track satisfaction in real time, and unlock omnichannel sales with personalized marketing to fuel growth.

Unlocking new Value

Digital transformation enables portfolio companies to launch new products, improve cost efficiency, and refine commercial strategies to unlock sustainable value.

Our success stories

Digital exit readiness and key value creation initiatives for Distrelec

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Distrelec is a leading online product and service provider to maintenance professionals. Founded over 45 years ago in Switzerland, Distrelec focuses on technical components, automation and measurement technology. They are represented by subsidiaries in more than 15 countries and supply our customers throughout Europe quickly and reliably.

OMMAX assessed Distrelec's digital and commercial readiness and implementing key (digital) value creation initiatives prior to the initiation of the sales process leads to a more compelling equity story and enterprise value maximization.

Read the full case study

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Our expertise

We analyze digital targets and their potential

OMMAX partners with private equity firms and investors to unlock value across the investment lifecycle. We bring deep expertise in strategy, tech, data and AI, operations, marketing, customer experience, and transaction advisory, enabling us to deliver impact both within deals and across portfolio company performance.

Our flexible assessment frameworks and benchmarking approaches allow us to document performance and identify quantifiable potential, supporting smarter decisions in areas ranging from digital due diligence to operational improvements and growth strategies. By combining strategic insight with data-driven execution, we help clients enhance competitiveness and achieve sustainable value creation at the company level.

Get in touch

Interested in working with us? Talk to our experts in the private equity sector!

Toni Stork

Founding Partner & CEO

Dr. Stefan Sambol

Founding Partner

Isabella Calderon Hoyos

Partner Transaction Advisory & Strategy

Deal announcements

Proven results in digital value creation

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Newsroom

OMMAX advised Comfort Click on its acquisition by Zydus Wellness

OMMAX advised Comfort Click Limited on its acquisition by Zydus Wellness Limited, a major step in Zydus’ international expansion and its entry into the Vitamins, Minerals & Supplements (VMS) market.

Newsroom

Vendis Capital invests in Nederlandse Obesitas Kliniek to accelerate growth

We would like to congratulate Vendis Capital on its investment in Nederlandse Obesitas Kliniek (NOK), the leading medical weight loss clinic in the Netherlands, offering the full spectrum of weight loss treatments – from lifestyle interventions to bariatric surgery and GLP-1 therapy.

Digital Due Diligence

Healthcare & Pharmaceuticals

Deal announcement

Transaction advisory services

Newsroom

OMMAX advised DRS Investment on the acquisition of Aurena

OMMAX advised DRS investment on the acquisition of Aurena, a tech-enabled auction platform specialized in industrial goods and business liquidations that combines digital innovation with deep market expertise to modernize and streamline the auction process.

Commercial Due Diligence

Tech Due Diligence

Deal announcement

Transaction advisory services

Isabella Calderon Hoyos

08.08.2025

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Newsroom

OMMAX advised MYLAPS on the sale to Garmin

OMMAX supported MYLAPS with a commercial vendor due diligence in the successful sale to Garmin.

Commercial Due Diligence

Fashion & Sports

Deal announcement

Transaction advisory services

Isabella Calderon Hoyos

05.08.2025

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2 minutes

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Newsroom

OMMAX and Lucanet announce strategic partnership to transform financial excellence

OMMAX, a leading digital strategy consultancy in Europe, and Lucanet, a leading provider of cutting-edge financial performance management software, proudly announce a strategic partnership aimed at revolutionizing the Office of the CFO and transforming how businesses approach financial processes and decision-making. This collaboration combines Lucanet's powerful software — tailored specifically for the needs of modern CFOs and finance leaders — with OMMAX’s deep expertise in digital innovation, technology, AI, and data strategy.

Financial & Banking Services

Deal announcement