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Other Disclosures7318SERENDIP HOLDINGS Co.,Ltd.Automobiles and transportation equipment

Establishment of a Business Succession Fund by a Fund Management Advisory Client and Strengthening of the Support Framework for Funds and Other Vehicles — Building an Execution Framework Led by アクストリア

OKBキャピタル established a business succession fund, and セレンディップグループ established a framework to provide support from investment evaluation through post-investment enhancement of portfolio company value. The core hands-on support function changed from セレンディップ itself to its group company アクストリア in April 2026.

Worth reading
74In focus
0–100. This measures how worthwhile something is to read, not how good or bad the company is.
Direction
Improvement
Direction inferred from the company’s description.
Scale
57
¥100 million (initial total fund size)
Wording
Definitive
How definitive the wording is.

Announced details

Ogaki Kyoritsu Business Succession No. 4 Investment Limited Partnership (nickname: Fueki Ryuko Alliance) / Business succession fund support framework
Applicable field (uses covered by this announcement)

Corporate strategy, business succession, M&A, due diligence, post-investment growth support, improvement and transformation of manufacturing operations, and DX and IT implementation for mid-sized and smaller manufacturing companies

Launch dateApril 2026 (the framework changed to place アクストリア at the core of the hands-on support function; already implemented)
Contract Date2021 (business alliance agreement concerning business succession support) / 28 May 2026 (fund establishment date)
Relationship between the counterparty and the company
SERENDIP HOLDINGS Co.,Ltd.7318
Relationship with the Company

The parties entered into a business alliance agreement concerning business succession support in 2021. The group participates in OKBキャピタル's fund as an external advisor.

Counterparty株式会社OKBキャピタル

Based in Ogaki, Gifu Prefecture. The representative director is Togaku Jun (外角淳). The company belongs to the Ogaki Kyoritsu Bank Group and establishes and operates business succession funds.

Location (as indicated in this announcement)

セレンディップ・ホールディングス: 1-5-11 Nishiki, Naka-ku, Nagoya, Aichi / アクストリア: 1-5-11 Nishiki, Naka-ku, Nagoya, Aichi / OKBキャピタル: Ogaki, Gifu Prefecture

In this announcement the company addresses none of Contract Value / Offering price / Impact on Business Performance.

Announced details
ItemDetails
Names of Products / Services CoveredOgaki Kyoritsu Business Succession No. 4 Investment Limited Partnership (nickname: Fueki Ryuko Alliance) / Business succession fund support framework
Counterparty株式会社OKBキャピタル
Counterparty overviewBased in Ogaki, Gifu Prefecture. The representative director is Togaku Jun (外角淳). The company belongs to the Ogaki Kyoritsu Bank Group and establishes and operates business succession funds.
Relationship with the CompanyThe parties entered into a business alliance agreement concerning business succession support in 2021. The group participates in OKBキャピタル's fund as an external advisor.
Contract Date2021 (business alliance agreement concerning business succession support) / 28 May 2026 (fund establishment date)
Launch dateApril 2026 (the framework changed to place アクストリア at the core of the hands-on support function; already implemented)
Applicable areaCorporate strategy, business succession, M&A, due diligence, post-investment growth support, improvement and transformation of manufacturing operations, and DX and IT implementation for mid-sized and smaller manufacturing companies
Locationセレンディップ・ホールディングス: 1-5-11 Nishiki, Naka-ku, Nagoya, Aichi / アクストリア: 1-5-11 Nishiki, Naka-ku, Nagoya, Aichi / OKBキャピタル: Ogaki, Gifu Prefecture
Items this document does not state (10)
Contract ValueOffering priceAward/certification nameAwarding / certifying bodyRegistration number and expiry dateLocation scaleQuantitative EffectsUsage historyImpact on Business PerformanceSource

These are items the company does not state in this document. We do not leave them blank, nor fill them in from other sources or by inference.

The reasons the company gives

The company's own explanation, not something inferred from the numbers.

To contribute to the sustainable growth of portfolio companies and the development of regional economies. Also, to enable consistent hands-on support from the investment evaluation stage through post-investment enhancement of portfolio company value.

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Establishment of a Business Succession Fund by a Fund Management Advisory Client and Strengthening of the Support Framework for Funds and Other Vehicles — Building an Execution Framework Led by アクストリア | SERENDIP HOLDINGS Co.,Ltd. (7318) timely disclosure | Komori