Investment strategy

Scaling European manufacturing champions

We are animated by the conviction that a bright future for manufacturing in Europe depends to a large extent on the ability of established small and medium-sized enterprises (SMEs) to adopt Industry 4.0 technologies to fuel innovation, productivity and investment returns. 

Investing in Innovation and technology

The potential for Industry 4.0 technologies to fuel innovation, productivity gains and investment returns is well-established, and larger companies are often able to experiment  and pilot these in parts of the business ahead of large-scale adoption. Smaller and medium-sized enterprises, however, often encounter significant headwinds in this process. In a business environment increasingly characterised by macroeconomic uncertainty, global supply chain disruption, military confrontation, trade wars and pandemics, these businesses are often faced with fragmentation of demand, dwindling sources of productivity gain and financing dilemmas.

speeding-up

Scaling European manufacturing champions

We are animated by the conviction that a bright future for manufacturing in Europe depends to a large extent on the ability of established small and medium-sized enterprises (SMEs) to adopt Industry 4.0 technologies to fuel innovation, productivity and investment returns. 

Investing in Innovation and technology

The potential for Industry 4.0 technologies to fuel innovation, productivity gains and investment returns is well-established, and larger companies are often able to experiment  and pilot these in parts of the business ahead of large-scale adoption. Smaller and medium-sized enterprises, however, often encounter significant headwinds in this process. In a business environment increasingly characterised by macroeconomic uncertainty, global supply chain disruption, military confrontation, trade wars and pandemics, these businesses are often faced with fragmentation of demand, dwindling sources of productivity gain and financing dilemmas.

Our Investment approach

Active Value Creation

The Value creation consist of a diversified team of entrepreneurs Industrialist, technology experts and investors for implementation and monitoring. Oak universe partnerships with Universities and platforms have been made to boost R&D and create partnerships across manufacturing value chain. 

Strategic Assessment

• Identified market drivers and growth pockets

• Identified key operational issues, risks and improvement areas

• Insights in product portfolio and business model improvement areas

• Defined key selling points and key strengths

Transformation Planning

• High-level execution roadmap with key milestones

• High-level investment case

• 100-day plan / Mobilization plan

• Execution setup (key people and roles)

Value Definition

• Strategic ambition

• Strategic hypothesis , market focus , business model and product portfolio, customer focus

• Defined key selling points and key strengths

Expertise

To ensure a successful implementation of the value creation plan and implementation, advanced R&D for each company will be made during the post and pre-investment phases. Some of the leading universities are part of the ecosystem. This arm of the ecosystem are also integrated into Oak Universe Advisory Board. 

AI/ Machine Learning Supply chain

Focusing on interconnecting physical and digital value chain enhancements

New Business Models

Leveraging new technologies to create solution for digital transformation and increase productivity

Mechanical Engineering

Focusing on digitalisation of products with emphasis on sustainable developments and business systems

Innovation Design Thinking

Focusing on interconnecting human culture with new ways of working with AI, analytics and machines

Capital

Oak Univers will invest in high potential companies in the advanced manufacturing  sector that can increase their value with advanced internal and external growth  strategies.

New Entry Markets

To fill market gaps and gain new market share in selected areas

Mergers and Acquisitions

An approach to enhance operations and create new opportunities internally and externally.

Operational Expansion

Defining new operational models and expanding for growth

Transformation

Adoption of the fourth industrial revolution related operations , machinery and technologies.

Active Value Creation

The Value creation consist of a diversified team of entrepreneurs Industrialist, technology experts and investors for implementation and monitoring. Oak universe partnerships with Universities and platforms have been made to boost R&D and create partnerships across manufacturing value chain. 

Expertise

To ensure a successful implementation of the value creation plan and implementation, advanced R&D for each company will be made during the post and pre-investment phases. Some of the leading universities are part of the ecosystem. This arm of the ecosystem are also integrated into Oak Universe Advisory Board. 

Capital

Oak Univers will invest in high potential companies in the advanced manufacturing  sector that can increase their value with advanced internal and external growth  strategies.

Strategic Assessment

• Identified market drivers and growth pockets

• Identified key operational issues, risks and improvement areas

• Insights in product portfolio and business model improvement areas

• Defined key selling points and key strengths

Transformation Planning

• High-level execution roadmap with key milestones

• High-level investment case

• 100-day plan / Mobilization plan

• Execution setup (key people and roles)

Value Definition

• Strategic ambition

• Strategic hypothesis , market focus , business model and product portfolio, customer focus

• Defined key selling points and key strengths

AI/ Machine Learning Supply chain

Focusing on interconnecting physical and digital value chain enhancements

New Business Models

Leveraging new technologies to create solution for digital transformation and increase productivity

Mechanical Engineering

Focusing on digitalisation of products with emphasis on sustainable developments and business systems

Innovation Design Thinking

Focusing on interconnecting human culture with new ways of working with AI, analytics and machines

New Entry Markets

To fill market gaps and gain new market share in selected areas

Mergers and Acquisitions

An approach to enhance operations and create new opportunities internally and externally.

Operational Expansion

Defining new operational models and expanding for growth

Transformation

Adoption of the fourth industrial revolution related operations , machinery and technologies.

Fast Forward manufacturing

Oak Universe acts as a catalyst by placing an active value creation approach at the core of our investment approach: providing not only funding but also access to expertise in strategy, operations, technology, human capital, commercial effectiveness and corporate finance. We target our investment and value creation on manufacturing firms that have the need and potential to derive significant performance and value uplift from digital transformation, and also on companies that are themselves producers of the advanced technologies which enable the Fourth Industrial Revolution.

Aerial Car Factory 3D Concept: Automated Robot Arm Assembly Line Manufacturing Advanced High-Tech Green Energy Electric Vehicles. Construction, Building, Welding Industrial Production Conveyor

Industry Reports

Automotive

The automotive industry, much like a lot of industries, has faced crisis after crisis since 2020. The Covid-19 pandemic, and the ongoing uncertainty attached to this crisis, alongside a prolonged shortage of semiconductors,

Aerospace

When hearing the term aerospace in June 2022, one might be forgiven for immediately thinking of two current and ongoing crises. In the first instance, the commercial airline crisis sweeping Europe, whereby numerous flights 

Bio Manufacturing

The biomanufacturing revolution is upon us. Since the year 2000, biomanufacturing has risen to become a significant industry, with the ability to engineer biology along with the deployment of automation, data-analytics 

Automotive

Aerospace

Bio Manufacturing

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