FSN streamlines OptiGroup cap structure

“We have seen significant efficiencies in the time spent on transactions as they happen, and our expectation is that Dealstack will also provide very significant cost savings related to the preparation for exit events”.

^{Mattias Hallendorff
Group Legal Counsel at OptiGroup}

OptiGroup, a portfolio company of FSN Capital, was looking for ways to control costs and free up time by implementing an efficient process for managing their Management Investment Plan (MIP). Here’s how the Dealstack platform helped ease the administrative burden and streamline OptiGroup’s management incentive plan.

The challenge

With €1.5 billion in sales across 17 countries and several dozen brands in their portfolio, OptiGroup is one of Europe’s leading B2B distributors of business essentials.

A fast-moving acquiror with an ever-growing portfolio, OptiGroup was finding it essential and time-consuming to ensure their management incentive plan (MIP) was managed properly.

With ever growing paper trails and mounting documentation becoming harder to maintain, OptiGroup sought a digital solution to help them streamline their processes.

Here’s how we helped OptiGroup:

• Consolidate their data into one platform
• Automate their legal and compliance documentation
• Generate efficiencies across transactions and communications

Moving forward

With Dealstack to minimise costs during the holding and exit stages, OptiGroup is now looking to the future and new ways to benefit from the platform.

The next step for OptiGroup will be to utilise Dealstack to optimise the management of their capital structure and communications, providing full transparency to investors with up-to-date shareholding data. OptiGroup also seeks to benefit from Dealstack’s valuation capabilities.

“We primarily use Dealstack to manage and document joiners and leavers, but our plan is to also use the platform for tracking the ownership across the entire cap table, valuations and communications with our management investor community”.

^{Mattias Hallendorff
Group Legal Counsel at OptiGroup}