M&A Advisory
As entrepreneurial M&A advisors, we see ourselves as an integral part of the project team with a clear division of responsibilities: we focus on the successful execution of the transaction, while the company's management and operational team remain fully focused on running the day-to-day business. This combination, together with our strategic, value-driven and transaction-focused approach, forms the foundation for numerous successfully completed projects and optimal deal values.
We support entrepreneurs and shareholders throughout the trade sale of their company – structured, discreet and goal-oriented. Our sell-side process includes:
Development and definition of the trade sales strategy
Financial planning and company valuation
Preparation of compelling transaction materials (teaser, confidential information memorandum)
Identification of investors - financial and/or strategic - (long list)
Approaching investors and conducting initial discussions
Collection of indicative offers
Structuring and execution of a letter of intent (LOI)
Preparation and execution of the due diligence process
Term negotiations and transaction completion (signing and closing)
We support strategic and financial investors in the execution of their buy-and-build strategies – from the initial idea through to the successful closing. Our buy-side services include:
Development and definition of the acquisition strategy
Identification of target companies (long list)
Direct approach of target companies at decision-maker level
Company valuation and financial modelling
Coordination and support throughout the due diligence process
Term negotiations and support through to contract execution
We support promising start-ups, scale-ups and SMEs throughout financing rounds – from the development of a solid business case to the successful completion of the transaction. Our scope of services includes:
Development and definition of the financing strategy
Financial planning and company valuation
Support in the preparation of the confidential information memorandum
Identification of investors
Support in approaching and engaging with investors
Support in negotiations and transaction completion (signing and closing)
What defines us
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Entrepreneurial M&A Experience
Extensive entrepreneurial M&A experience gained through own transactions on both the sell-side and buy-side.
Network
A broad and well-established network of investors and target companies built through many years of activity across various industries. The network is continuously and systematically expanded.
Systematic Market Development
Ensuring systematic market development for companies on both the sell-side and buy-side through strong research capabilities and a structured, professional outreach approach.
Combination of Strategy and Attention to Detail
Our experience spans from identifying strategic value drivers for optimised valuations to managing operational details in financial accounting. Working with a lean and cost-efficient team, we create maximum returns for all stakeholders.
Strong Transaction Focus
With a clear focus on the transaction, we work fully dedicated towards a successful project completion.
M&A Process
Analysis & Preparation
Company analysis and definition of objectives
Identification of potential targets / positioning
Targeted preparation of information (teaser, confidential information memorandum)
Financial modelling and company valuation
Outreach & Initial Discussions
Approaching selected potential investors
Management presentations
Collection of indicative offers
Execution of letter(s) of intent (LOI)
Preparation for due diligence
Due Diligence & Negotiation
Execution of the due diligence process
Negotiation of key transaction terms, where not already agreed in phase 2
Preparation and drafting of transaction agreements
Signing & Closing
Negotiation of remaining open items / final negotiations
Finalisation of transaction agreements
Signing of the agreements
Closing of the transaction
RESULTS
Our clients
benefit from maximising their trade sale proceeds and achieve higher capital gains even after deducting the transaction costs
are able to remain fully focused on their day-to-day operations throughout the M&A process
enjoy a high level of transaction certainty through expert group’s systematic and proven approach
Our References (Selection)
Contact
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