Standardizing the Investment Process and a Realization Model for Short-Term Investments
First written in FY2021. 3 of 6 entries say "Advanced", first in 2026-05-29. Latest entry: 2026-06-25.
No other company in this theme has enough history to compare yet.
- 2026-06-25AdvancedManagement planning
「Major transformation of the セレンディップ investment and business portfolio strategy」
Standardization of the investment process was made specific through the “セレンディップ Investment Standard” and a portfolio strategy including investment ratios. - FY2026AdvancedAnnual report
「Our group is working to enhance the M&A process and ensure its repeatability based on the “Serendip Investment Standard.”」
The previous policy of standardizing the investment process took concrete form as the “Serendip Investment Standard,” a framework for enhancing the M&A process and ensuring its repeatability. - 2026-05-29AdvancedFinancial results presentation
「Building a structure that enables continuous M&A execution by considering multiple transactions in parallel at all times, supported by a robust transaction pipeline」
The transaction-selection and review process was made specific through a pipeline and parallel consideration of multiple transactions to support continuous M&A execution. - FY2023RestatedAnnual report
「During the post-M&A PMI phase, a team of professional managers dispatched by us will implement a highly repeatable integration process under “Standard PMI,” based on making the management environment and manufacturing operations visible.」
We continue to plan a highly repeatable integration process using Standard PMI and organic growth after investment. - FY2022RestatedAnnual report
「We will focus on standardizing the investment process, execute an M&A strategy that is not concentrated in any particular business area or region, and strengthen management capabilities and enhance long-term corporate value by leveraging our proprietary PMI expertise accumulated through dispatching professional managers to target companies. In parallel with standardizing and improving the quality of our investment process, we will establish a recovery model capable of accommodating short-term investments.」
We continue to plan the standardization of the investment process, diversification by region and business area, use of PMI expertise, and establishment of a recovery model. - FY2021First statedAnnual report
「We will focus on standardizing the investment process, execute an M&A strategy that is not concentrated in any particular business area or region, and strengthen management capabilities and enhance long-term corporate value by leveraging our proprietary PMI expertise accumulated through dispatching professional managers to target companies. In parallel with standardizing and improving the quality of our investment process, we will establish a recovery model capable of accommodating short-term investments.」
Plan to standardize the investment model from deal selection through recovery.