Sell side/buy side advisory
- Project management and lead advisory
- Definition of optimal selling strategy
- Ensuring confidentiality
- Company valuation
- Preparation of sales documentation
- Identification and contacting of investors or target companies
- Due diligence examinations
- Preparation and leading of negotiations
- Structuring of the transaction
- Fiscal examinations with external experts
- Contract drafting
- Signing and closing of contracts
Internal/external succession plannings
- Project management and lead advisory
- Analysis of company and private situation of entrepreneur
- Legal and financial advisory
- Fiscal and inheritance examinations with external experts
- Company valuation
- Preparation of various succession scenarios
- Internal succession: Supporting of internal successor in the preparation of a business plan and the financing as well as with the implementation of the handover
- External succession: Execution of M&A sales process to ensure an external succession
Financing
- Medium term planning
- Analysis for capital structure optimization and capital requirements
- Development of optimal financing structure
- Opening access to banks and investors
- Approaching and winning banks and investors for financing
Integrated financial models
- Supplementing the qualitative business plan with financial framework to verify whether the planning assumptions are worthwhile
- Preparation of an integrated financial model consisting of income statement, balance sheet and cash flow statement, including scenarios and sensitivity analysis’
Qualitative business plans
- Support in the preparation of qualitative business plans
- Purposes of the qualitative business plan:
- Structured presentation of the business idea
- In-depth analysis of the business idea / business model
- Analysis of market and competitors
- Systematic presentation of opportunities and risks
- Documentation for the procurement of capital
- Instrument for convincing external stakeholders, customers and suppliers
Company valuations
- Preparation of company valuations with the realistically achievable price using recognized valuation methods
- Plausibility check of valuation with market and transaction multiples
- Presentation of value drivers, which are of decisive importance for value enhancement
- Examples for carrying out a valuation:
- Preparation of a sale
- Determination of succession
- Participation of new partners / employees
- Distribution of estates
- Financing
- Merger with another company
Due Diligence
- Support in carrying out the due diligence examination to identify risks, opportunities and synergies
- Carrying out legal and financial due diligence audits and coordination with external specialists (e.g.
for fiscal, technical or environmental due diligence) - Evaluation of due diligence findings with regard to valuation considerations and negotiations
- Ensuring that identified risks are included in the warranties and indemnifications of the transaction contracts
Contract drafting
- Carrying out prudent legal planning, transaction structuring and implementation
- Professional drafting and negotiation of necessary transaction agreements, such as share purchase agreements, participation/investment agreements, shareholder agreements, employment and consulting agreements, financing agreements, cooperation/joint venture agreements, etc. to ensure legal security
- Preparation of necessary documents for the closing, such as transfer documents for the shares/units etc.
Post transaction monitoring
- Support in obtaining the financial, legal and operational overview to realize the full potential of an acquisition
- Identification of critical tasks for integration
- Monitoring contractually fixed milestones and general conditions for earn-out payments