Komori
Serendip Holdings (7318) · InitiativeAdvanced

Joint Investment, Strategic Alliances and Venture Investment

First written in FY2021. 19 of 29 entries say "Advanced", first in FY2023-Q3. Latest entry: 2026-09-30.

29entries
6years
16from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2021 – FY2023-Q2AdvancedFY2023-Q3 – FY20242021: 320212022: 320222023: 420232024: 220242025: 020252026: 172026
Same theme, other companies
Technology Synergy Investment by Corporate Venture Capital (ACSL Fund I)A theme 5 companies write about · 0 as a headwind · 5 as a tailwind

2 other companies' latest entry also says "Advanced".

Ridges = years it wrote progress, valleys = years it wrote worse. Most hopeful companies at the back. Drag to turn, scroll to zoom, right-drag to pan. On a phone, two fingers turn and pinch to zoom; one finger scrolls the page.
Full recordFilings, disclosures and news, newest first
  1. FY2026AdvancedAnnual report

    「We have transitioned to a funding and investment structure centered on JMS. At the same time, as of today, we entered into share investment agreements with Shoko Chukin Bank and Kyoto Capital Partners, under which we will receive ¥2 billion in external investment in addition to a ¥500 million capital increase by us.」

    The policy of joint investment with financial institutions and strategic partners took concrete form as a ¥500 million capital increase by us through JMS and agreements for ¥2 billion in external investment.
  2. FY2024AdvancedAnnual report

    「The increase in financial advisory revenue contributed to higher revenue and profit. We also began receiving management fees from the “Japan Manufacturing Business Succession Fund No. 1 Investment Limited Partnership,” formed in February 2023. / Segment profit was ¥118,368 thousand (segment loss of ¥10,571 thousand in the previous fiscal year).」

    The increase in financial advisory revenue and the resulting management fees from the joint fund enabled the investment business to turn from a segment loss in the previous fiscal year to profit of ¥118,368 thousand.
  3. FY2024-Q3AdvancedAnnual report

    「We have long focused on identifying and developing potential deals in order to respond swiftly to business succession issues. We have actively advanced corporate management support, including revitalization-focused business succession support services centered on manufacturing companies and financial advisory services, and the increase in financial advisory engagements contributed to higher revenue and profit. We also began receiving management fees from the “Japan Manufacturing Business Succession Fund No. 1 Investment Limited Partnership,” formed in February 2023. / Segment profit: ¥134,194 thousand (segment loss of ¥6,472 thousand in the same quarter of the previous year)」

    The increase in financial advisory engagements contributed to higher revenue and profit, and management fees were received from the joint fund formed in February 2023. The investment business improved from a loss in the same period of the previous year to segment profit of ¥134,194 thousand.
  4. FY2024-Q2AdvancedAnnual report

    「We have long focused on identifying and developing potential deals in order to respond swiftly to business succession issues. We have actively advanced corporate management support, including revitalization-focused business succession support services centered on manufacturing companies and financial advisory services, and the increase in financial advisory engagements contributed to higher revenue and profit. We also began receiving management fees from the “Japan Manufacturing Business Succession Fund No. 1 Investment Limited Partnership,” formed in February 2023. / Segment profit: ¥136,024 thousand (segment loss of ¥33,485 thousand in the same quarter of the previous year)」

    The increase in financial advisory engagements contributed to higher revenue and profit, and management fees from the joint fund were also recorded. The investment business improved from a loss in the same period of the previous year to segment profit of ¥136,024 thousand.
  5. FY2024-Q1AdvancedAnnual report

    「We have long focused on identifying and developing potential deals in order to respond swiftly to business succession issues. We have actively advanced corporate management support, including revitalization-focused business succession support services centered on manufacturing companies and financial advisory services, and the number of financial advisory engagements completed has increased. We also began receiving management fees from the “Japan Manufacturing Business Succession Fund No. 1 Investment Limited Partnership,” formed in February 2023.」

    The number of completed financial advisory engagements increased, and we reached the stage of receiving management fees from the joint fund formed in February 2023.
  6. FY2023AdvancedAnnual report

    「During the current consolidated fiscal year, we executed the first joint investment through business alliances with financial institutions and others that we had built over time and recorded financial advisory revenue. In addition, the establishment of the “Japan Manufacturing Business Succession Fund No. 1 Investment Limited Partnership,” a joint fund formed by セレンディップ・フィナンシャルサービス and the SBI Shinsei Bank Group, generated management fees.」

    In addition to executing the first joint investment with financial institutions and others and recording financial advisory revenue, we reached the stage of establishing a joint fund and receiving management fees.
  7. FY2023-Q3AdvancedAnnual report

    「Since the previous consolidated fiscal year, we have focused on identifying and developing potential deals in anticipation of the post-listing period, in order to respond swiftly to business succession issues. Following the listing, we have continued to actively advance corporate management support, including business succession support services focused on manufacturing companies undergoing operational revitalization and financial advisory services, through business alliances with financial institutions and others that we have built over time. During the third quarter of the current consolidated fiscal year, we executed the first joint investment under these business alliances and recorded financial advisory revenue, resulting in a substantial reduction in the segment loss.」

    Executed the first joint investment through business alliances with financial institutions and others, and recorded financial advisory revenue.
  8. FY2023-Q2RestatedAnnual report

    「Following our listing, we have continued to actively advance corporate management support, including business succession support services focused on manufacturing companies undergoing operational revitalization and financial advisory services, through business alliances with financial institutions and others that we have built over time.」

    We continue to provide revitalization-focused business succession support and corporate management support through business alliances with financial institutions and others.
  9. FY2022RestatedAnnual report

    「We will also actively formulate and execute strategic alliances with financial institutions and operating companies based on joint investments, as well as venture investments to stimulate the R&D activities required for the growth of our group’s businesses in automotive interior and exterior component manufacturing and FA equipment manufacturing.」

    We continue to pursue an investment policy combining joint investments with financial institutions and operating companies with investments aimed at R&D in the manufacturing sector.
  10. FY2022-Q3RestatedAnnual report

    「Since the previous consolidated fiscal year, we have focused on identifying and developing potential deals in anticipation of the post-listing period, in order to respond swiftly to business succession issues. Following the listing, we have continued to actively advance corporate management support, including business succession support services focused on manufacturing companies undergoing operational revitalization and financial advisory services, through business alliances with financial institutions and others that we have built over time.」

    We continue to develop deals, provide revitalization-focused business succession support, and offer financial advisory services through business alliances with financial institutions and others.
  11. FY2022-Q2RestatedAnnual report

    「Following our listing, we have continued to actively advance corporate management support, including business succession support services focused on manufacturing companies undergoing operational revitalization and financial advisory services, through business alliances with financial institutions and others that we have built over time.」

    We continue to provide revitalization-focused business succession support and corporate management support through business alliances with financial institutions and others following the listing.
  12. FY2022-Q1RestatedAnnual report

    「Following our listing, we have continued to actively advance corporate management support, including business succession support services focused on manufacturing companies undergoing operational revitalization and financial advisory services, through business alliances with financial institutions and others that we have built over time.」

    Following the listing, we continue to advance revitalization-focused business succession support and corporate management support based on business alliances with financial institutions and others.
  13. FY2021First statedAnnual report

    「We will also actively formulate and execute strategic alliances with financial institutions and operating companies based on joint investments, as well as venture investments to stimulate the R&D activities required for the growth of our group’s businesses in automotive interior and exterior component manufacturing and FA equipment manufacturing.」

    Combine joint investments with external financial institutions and operating companies with investments aimed at technology development.
Moved together

"Business succession platform covering everything from identifying M&A opportunities to management execution" moved the same way as this thread, in the same document, in 11 of its 28 moves.

1198665★123456
  1. ★This thread
  2. 1Business succession platform covering everything from identifying M&A opportunities to management execution11×
  3. 2A growth model centered on business succession through M&A9×
  4. 3High Levels of Interest-Bearing Debt and Risk of Rising Interest Rates8×
  5. 4Entry into new markets, including CASE, AI/IoT, 5G and medical equipment6×
  6. 5Strengthening Financial Soundness, Diversifying Funding, and Improving Group Management Efficiency6×
  7. 6M&A in high-value-added, smart factory and automotive fields5×

★ is this thread; numbers match the list above. The number on a line is how many documents both moved the same way in; lines between the other threads count the documents they moved together in too. Threads that move together often sit closer.

When this could move next
No upcoming earnings preview for Serendip Holdings yet. It last moved in the Financial Results Presentation of 2026-09-30: "Advanced".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Joint Investment, Strategic Alliances and Venture Investment | SERENDIP HOLDINGS Co.,Ltd. (7318) | Komori