Organization and Advisory for the entire M&A Process

Company Succession

Company successions are emotional processes, and they tend to be complex and time-consuming. Repeated attempts to sell a company are uncomfortable for all parties involved, and the likelihood of achieving the optimal outcome decreases. There is no room for experimentation, so transactions need to be organized by professionals to ensure success on the first attempt.

With a wealth of experience from successfully completed transactions, we stand by your side during the company sale – whether it’s selling all company shares, a partial sale, or the carve-out of a subsidiary.

  • Development of sales strategy and business valuation
  • Coordination of the entire sales process
  • Qualified advice on business plan development
  • High-quality preparation of all relevant transaction documents (teaser, information memorandum, process letter, confidentiality agreement)
  • Identification and engagement with national and international buyers
  • Preparation and coordination of due diligence
  • Negotiation of the purchase price
  • Access to a network of external advisors for legal, accounting, and tax matters
  • Structured analysis and advisory

Structured analysis and advice

Buy-side Advisory

Acquiring a company not only requires thorough preparation but also the expertise of an advisor and a delicate touch in making contact and communicating with potential target companies.

With our know-how from a wide range of successful transactions, we support you throughout the entire process – from identifying suitable target companies to successfully closing the deal.

  • Development of target criteria
  • Research, identification, validation, and approach of suitable target companies
  • Business valuation and financial modeling
  • Transaction structuring
  • Preparation and coordination of due diligence
  • Negotiation of the purchase price
  • Preparation of the transaction execution
  • Company valuation estimates

Value assessments of companies

Business Valuation

To avoid the “trash in, trash out” outcome, a reliable business valuation requires solid and consistent data, along with a professional perspective on all valuation-relevant factors. Depending on your requirements, we can apply all standard valuation methods, such as the multiples approach, DCF, and LBO methods. This leads to well-founded business plans, robust analyses, and valuation reports for your negotiations, fairness opinions, or as a basis for optimizing your company’s value for other purposes.

  • DCF Valuation (Discounted Cash Flow)
  • LBO Valuation (Leverage Buy-Out)
  • Multiple Valuation
  • Synergy Valuation
  • Other valuation-relevant metrics (e.g., ROIC, ROCE, EVA)

Capital for Expansion and Scaling

Growth Capital

In a dynamic and competitive business world, growth is essential. We offer tailored growth equity and funding solutions to provide your company with the capital needed to successfully navigate the next growth phase. Whether you want to scale your business model, expand into new markets, or make strategic acquisitions, we help you find the right investors and design optimal financing structures.

Our experienced team guides you through the entire capital-raising process, from analyzing your financing needs, identifying and approaching suitable national and international investors, to negotiating and closing the transaction. You benefit from our deep market knowledge, extensive network, and ability to develop innovative financing solutions.

Trust in our experience and commitment – for sustainable growth and long-term success for your business.

  • Creating a compelling investment story
  • Identifying and approaching suitable investors
  • Negotiation and structuring of funding rounds
  • Preparation and coordination of due diligence
  • Structured spin-off of subsidiaries or business units

Structured spin-off of subsidiaries or business divisions

Carve-Out / Spin-Off

A carve-out or spin-off can be an effective strategy for both mid-sized companies and multinational corporations to focus on core competencies or execute a strategic realignment. It also enables capital to be freed up, balance sheet optimization, and thus an increase in shareholder value. The challenges of this process are multifaceted, ranging from legal and financial structuring to ensuring smooth operational transitions and continuity for the carved-out business.

We offer extensive expertise with a deep understanding of the specific challenges and opportunities of corporate spin-offs. We guide you through every step of the process, ensuring the spin-off meets both strategic and financial requirements.

  • Carve-out strategy (asset deal, share deal, joint venture)
  • Financial structuring (revenue/cost allocation, allocation of assets such as machinery, fleet)
  • Operational structuring (employees, sales and marketing, brand, R&D)
  • Comprehensive preparation and unlocking of potential

Comprehensive preparation and leveraging of potential

Exit Readiness

A company sale is one of the most significant decisions in the life cycle of a business – not just for the company, but for the owner, their family, and employees. Careful preparation is therefore essential, not only to achieve the best possible value and ensure a smooth sale but also to honor the lifetime achievements of the owner.

Well-prepared companies can provide potential buyers with clear, detailed, and transparent information, which accelerates the sales process and reduces the risk of unexpected issues.

Our exit readiness advisory helps you optimally prepare your company for the sales process – from strategic planning to the final transaction. With our extensive expertise and practical approach, we guide you towards a successful company sale that meets your expectations and maximizes the value of your life’s work.

We regularly collaborate with business owners 12 to 36 months before approaching potential buyers.

  • Strategic planning
  • Financial optimization (e.g., reporting, risk identification)
  • Operational preparation
  • Due diligence preparation
  • Legal and regulatory preparation