Over 100 years of legacy, over 100 future possibilities.

The Viessmann way

The Viessmann Way supports how we work, lead, and create value together - whether as a team member, entrepreneur or partner in our ecosystem.

It is not a rulebook, but a compass: a living set of principles shaped by over a century of entrepreneurship and guided by our long-term purpose.

“The Viessmann Way is our connecting element - how we truly co-create living spheres for generations to come.”

Max Viessmann

When you engage with a company owned or shaped by the Viessmann Generations Group, the difference is clear. The right people are in place, decisions are made with integrity, governance is sound, and the foundation is built to last.

To get there, we work closely and consistently with the leadership teams of every company in our ecosystem, ensuring they have the foundation, resources, and strategic guidance to reach their full potential. The Viessmann Way is our commitment to doing business differently - human-centered, purpose-driven, and built to last.

In this section, we share more about the key elements that form the Viessmann Way - from the convictions we hold and the leadership we practice to the way we turn responsibility into action.

Our Convictions guide our Way

These beliefs anchor our actions, elevate our standards, and connect us to something greater than ourselves. They are cultural pillars.

‍chapter one: We commit to playing the long game in performance

High performance means more than financial outcomes. We measure impact holistically across multiple dimensions - always putting the customer first. While not every decision may appear strategic in the moment, we ultimately arrive exactly where we intend to be.

chapter Two: We believe in solution spaces and progress

We stay optimistic, expansive and create solutions holding the belief that every challenge holds a path forward. Progress begins when courage meets opportunity.

chapter Three: We live in the gap of what is and what could be

We live in the tension between what is and what could be. This is our fuel moving us forward to the ‘what could be’. At the same time, we honor ‘what is’ tradition, heritage, and hard-won progress. Living in this gap, bridging the future, takes a lot of resilience.

chapter Four: We challenge content and care for people

We analyse our challenges, commit to the execution and then go for it. We are tough on content, kind to people. The human factor - family, health and respect - are the non-negotiable foundation of our decisions.

chapter Five: We practice loyalty and humility in co-creation

We define humility as knowing when to lead and when to follow. Through honesty, loyalty, and competence, we show what we are made of. Working together takes time, self-awareness, and a shared commitment to the ‘what could be’.

Chapter One

We commit to playing the long game in performance

six Dimensions of Performance

We define performance beyond top and bottom lines as we firmly believe that sustainable success comes from integrating people, innovation, operational excellence and long-term impact. Our unique Six Dimensions Reporting Framework provides a structured yet adaptable foundation to drive transparency, accountability and continuous improvement across our ecosystem. Within this framework, financial outcomes are seen as a result of excellence in the six interconnected dimensions.

Customer Obsession

Focusing relentlessly on customer satisfaction and loyalty through consistent delivery of value.

People & Leadership

Developing leadership at all levels and fostering environments where individuals can thrive.

Innovation Capability

Anticipating and addressing emerging needs to ensure long-term relevance and competitiveness.

Operational Excellence

Maintaining efficiency, reliability, and discipline in execution.

Environmental Impact

Embedding sustainability into operations and measuring impact beyond traditional metrics.

Financial Performance

Generating strong returns as a natural outcome of high performance across the other five areas.

Our Sustainability Path

Championing Global Standards

We align with global standards like the Paris Agreement, EU Climate Law, and ESG frameworks to push radical transparency.

Leading with data

We are launching an ESG reporting framework to transform insights into measurable progress.

Engineer smarter systems

We embed dynamic Governance, Risk, and Compliance frameworks into every company we partner with.

Chapter Two

WE BELIEVE IN SOLUTION SPACES AND PROGRESS

We stay optimistic, expansive and create solutions holding the belief that every challenge holds a path forward. Progress begins when courage meets opportunity.

Our Principle for Integrated Solutions Offerings

We build integrated solutions that combine products, connectivity, digital services, and value-added services into a seamless customer experience. This approach allows us to:

Integrate horizontally

by expanding into adjacent areas, extending from core product offerings or services into complementary platforms

Integrate vertically

by layering on digital monitoring, connectivity, and service offerings - turning standalone products into full-service solutions.

Create scalable business models

by moving from one-time transactions to recurring-revenue solutions, turning e.g. products or services into ongoing value streams.

Strategic co-creation as differentiator

In the Viessmann Way we believe that true value is created through trust, collaboration, and long-term commitment. This belief extends into how we partner and invest through Viessmann Generations Group.

Unparalleled Access

A curated and evolving network of senior advisors and industry experts, offering deep insights, mentorship, and global connectivity.

Ecosystem Leverage

Synergies across our portfolio unlock scale effects, operational excellence, and shared innovation.

Value Creation Playbook

A structured, results-oriented approach supporting businesses through key phases of acceleration, optimization, and strategic scaling

Chapter Three

WE CHALLENGE CONTENT AND CARE FOR PEOPLE

Our Governance & Routines

Hands off, Eyes on

"Hands off, Eyes on" is our guiding principle for Portfolio Management. Our governance philosophy empowers leadership while providing strategic guidance. We ensure that management teams retain full operational control, supported by a framework rooted in trust, accountability, and shared ambition.

A Shared Strategic Foundation

Every partnership begins with a jointly developed strategic plan as a mutual commitment. It aligns leadership on growth priorities, performance milestones, and the roadmap to long-term value creation.

Leadership as the Cornerstone

We believe that strong leadership teams feel fully accountable for executing the strategic plan & driving performance and ensuring financial and operational transparency to enable data-informed decisions.

Co-Creation as a Competitive Advantage

We operate as one team across the ecosystem. Co-creation drives our advantage, leveraging shared knowledge, capabilities, and resources for collective success. Additionally, we implement:

The Troika Model: A structured collaboration model between company leadership and Viessmann Generations Group representatives, ensuring real-time alignment and agile decision-making.

Portfolio Synergies: Actively connecting expertise across our ecosystem to unlock cross-sector learning and strategic value

Governance for Sustainable Growth

Our governance model is designed to safeguard entrepreneurial freedom while enabling strategic alignment. Each Board of Directors consists of:

1) Leadership teams leading day-to-day operations
2) Viessmann Generations Group representatives bringing a long-term ownership perspective
3) Senior domain experts contributing external insights and sector-specific guidance

Chapter Four

WE LIVE IN THE GAP OF WHAT IS AND WHAT COULD BE

our heritage in a new era

At Viessmann, our story spans generations, rooted in responsibility and a legacy of innovation since 1917. What began as Johann Viessmann’s small workshop evolved into a global leader in energy and climate solutions, expanded by Hans and modernized by Martin Viessmann. Today, Max Viessmann continues the transformation through purpose-driven leadership and a landmark partnership with Carrier Global.

We Co-create Living Spheres for Generations to Come

Every initiative we pursue is measured against our purpose. Co-create means joining forces across sectors and borders to build an ecosystem of like-minded entrepreneurs.

Our Ambition

In 2024, the Viessmann Generations Group extended the family legacy into a global ecosystem dedicated to solving the most urgent challenges of our time: climate action, clean air and water, sustainable food solutions, health and wellbeing and education and science.

Chapter Five

We practice loyalty & humility in co-creation

Our Values

The Viessmann Way is powered by a spirit of partnership. Our core values anchor us in everything we do.

responsible

Reliable, sustainable, success-oriented.

‍Being responsible means acting with integrity, prioritizing long-term value, and delivering on our commitments. It is about creating success that lasts - both for our people and our planet.

team-oriented

Fair, transparent, and agile.

We work together, support one another, and share resources. Our teams value fairness and clarity, adapt quickly to change, and collaborate to build a culture where everyone contributes and grows.

entrepreneurial

Innovative, customer-oriented, fresh solutions.

We focus on future-oriented technologies and scalable impact and empower our ecosystem to challenge the status quo to create what’s next - always with the customer in mind.

Leadership - the viessmann way

Leading a company in the Viessmann ecosystem is not defined by hierarchy or speed, but by depth, consistency, and character. To us, leadership is not a role but a responsibility to shape culture, drive value, and grow others. The 5 Levels of Impact offer a practical and human framework to support leaders along this journey and provide a lens for reflection and development.

Level 1: Opportunity Comes with Tension

As a leader, your first entry point to impact is identifying opportunity. But with opportunity comes tension evident in risks, complexity, competing priorities. At this level, you may feel overwhelmed by the demands of growth or transformation. Yet this is where leadership begins: by choosing a growth mindset over a fixed one. Instead of asking “Can I handle this?” ask “Where can I begin?” A proactive attitude is the seed of all future impact.

Level 2: Responsibility

Leadership matures when you fully own your role. At this level, you take accountability for what’s in your hands, ensuring clarity, execution, and delivery. You lead your team with intention and reliability. For our ecosystem partners, this means turning strategy into day-to-day execution and being the most dependable voice in the room.

Level 3: Ownership

True leadership goes beyond your company and function, encompassing the broader ecosystem. Leaders at this level step into complexity that isn’t “theirs,” connect the dots, and share learnings across the ecosystem. They create value not just within their scope, but for others. Ownership means doing what the business needs, not just what your role requires - and doing it with humility and care.

Level 4: Authority

The most trusted leaders earn their voice through consistency, not position. At this level, your leadership creates clarity across teams and companies. Others turn to you not because they must, but because they trust your perspective. You guide with calm, communicate with precision, and influence with integrity. Your authority is not loud but rooted in the confidence that comes from service and results.

Level 5: Representation

At the highest level, you become a cultural ambassador. You represent not just your company, but the values and standards of our broader Viessmann ecosystem. Your leadership is felt in how you show up when no one is watching - in how you handle pressure, how you treat people, how you make decisions. You model what good looks like, not through slogans, but through your daily actions. Your presence alone aligns others and inspires them to rise.

For leaders in our ecosystem, this journey is not linear but dynamic and human. What matters is the trajectory: progressing with self-awareness, care, and a clear sense of responsibility for the legacy we are shaping. Let us lead not to be in charge, but to create lasting impact - together, and for generations to come.