Pension liabilities remain one of the most underestimated topics in corporate finance – particularly in the mid-market segment. However, their impact on balance sheets, company valuations, and investor perception is significant. During succession planning, company sales, or refinancing processes, they often become a critical factor.

Our latest industry report provides a structured overview of current challenges and presents actionable solutions. From outsourcing and restructuring to full reduction of obligations – we explore practical approaches and assess their impact on enterprise value, especially in the context of M&A transactions.

The report places a particular focus on mid-sized companies facing strategic shifts. It offers CFOs, managing directors, shareholders, and M&A professionals a compact yet comprehensive guide to managing pension liabilities with foresight and precision.

*This report is only available in German.