An event organised by EIT Manufacturing South and Banca Investis, bringing together entrepreneurs, business-owning families and investors to explore a shared question from different perspectives: how can the knowledge capital that enables a manufacturing company to remain competitive over time be identified, measured and transferred?

In a market shaped by continuous transformation, geopolitical tensions, technological evolution and new business models, a company’s most valuable asset often lies in its know-how: the combination of skills, relationships and processes built over generations. Innovators and investors view this knowledge capital with the same objective, albeit from different perspectives: to recognise its value, reduce the risk of its loss, and enable it to drive growth.

The discussion will focus on three key themes:

The complementarity of technology portfolios as an investment criterion

Investment, acquisition and merger transactions are never purely financial. Their success increasingly depends on the ability to integrate processes, data, expertise and technology platforms. Investing in manufacturing innovation requires a combined view of technologies to understand where portfolios complement each other and where they can create value for investors.

The event brings together EIT Manufacturing South’s industrial and innovation perspectives with Banca Investis’ expertise in wealth management, corporate finance, and advisory services for entrepreneurs and business-owning families. Together, they will provide participants with practical tools to view their know-how as an asset to be valued, measured and transferred.

Patents as a strategic and wealth asset

What is not documented, measured and properly assessed risks being lost over time. A manufacturing company’s patent portfolio is not only a means of protecting intellectual property, but also a wealth asset that can be invested in, licensed and financially valued—one of the most tangible ways to make a competitive advantage that is often tacit, both measurable and defensible.

Succession as a process of innovation

Generational succession is not simply a matter of inheritance: it is an opportunity to recognise and strengthen family and corporate know-how, or to make it available to new investors. The discussion will explore how to prepare both the company and the knowledge capital that underpins it for a leadership transition that can also serve as an opportunity for renewed innovation.

Register