Plan Z Holding
A Valletta street lined with traditional Maltese balconies

How we partner

A direct conversation, a small team.

Most of our work starts with a short introduction and a private meeting. Whether you are a founder, an intermediary or a co-investor, the process below is what to expect.

Who we work with

Three kinds of conversations.

01

Founders considering succession or partial liquidity

What we bring

  • A long-term shareholder rather than a fund on a clock.
  • Continuity for management, staff and clients — regulated relationships matter.
  • Flexibility on structure: full acquisition, majority, or a phased transition.

A typical process

  1. 1Initial conversation, in confidence, to understand goals for the business and yourself.
  2. 2Mutual evaluation over a few meetings — no rush, no obligation.
  3. 3Indicative structure discussed openly before any documentation.
  4. 4Long-term partnership, with the transition paced to protect the business.
02

Intermediaries representing regulated businesses

What we bring

  • A serious, informed counterparty familiar with Maltese licensing frameworks.
  • Clear feedback quickly — we say no early rather than late.
  • Discretion at every stage of the process.

A typical process

  1. 1High-level introduction from you; we respond with a clear read within days.
  2. 2If mutually interesting, a direct meeting with principals.
  3. 3Structured evaluation and, where appropriate, a written expression of interest.
  4. 4Ongoing dialogue for future mandates — good relationships outlast single deals.
03

Co-investors aligned with patient capital

What we bring

  • Alignment on horizon — years, not quarters.
  • Disciplined governance and a clear view of downside before upside.
  • Direct access to the platform’s operating experience across regulated sectors.

A typical process

  1. 1A conversation about mandates, horizons and where each of us adds value.
  2. 2Selective, situation-by-situation collaboration rather than blanket commitments.
  3. 3Clear governance and reporting from day one.

Contact

Ready for a short note?

A sentence or two is enough to start. We reply personally, and we treat every introduction with discretion.

Email

info@planzholding.com

Office

Naxxar / Mosta region, Malta

Send an enquiry