Sell side
Prepare the sale, approach buyers, negotiate and close.
„How do we sell at a fair price on terms we can live with after closing?“
- Equity story, teaser and info memo from one source
- Structured bidding process with competing buyers
- Negotiation of SPA, warranties and W&I insurance
Buy side
Identify and assess targets and support the acquisition through integration.
„Which acquisition fits our strategy, and what is it really worth to us?“
- Search profile and screening of suitable targets
- Valuation, synergy case and bid strategy
- Due diligence coordination through to the PMI plan
Carve-out
Separate business units, set them up as stand-alone entities and transfer them.
„How do we separate a business unit so it can operate on its own from day one?“
- Separation blueprint for staff, assets, contracts and IT
- Transitional service agreements with clear exit dates
- Carve-out financials as the basis for buyers
Valuation and preparation
Derive a robust company value and make the business transaction-ready.
„What is the company worth, and what would a buyer question first?“
- Valuation using DCF and multiples with a plausible plan
- Vendor due diligence to find weak spots early
- Normalised earnings and a documented business plan
Financing
Combine lenders, funding and vendor loans into one structure.
„How do we structure the acquisition financing so the business can carry it?“
- Financing structure from equity, senior debt and mezzanine
- Vendor loan and earn-out as bridges on price
- KfW/ERP funding and lender approach with a financing memo
Due diligence and process management
Run data room, Q&A and timeline so the process keeps moving.
„How do we keep the process on schedule when questions pile up?“
- Data room set-up, structure and access rights
- Q&A management with clear owners and response deadlines
- Timeline, status reporting and steering of all advisers
Signing, closing and handover
Coordinate contractual execution and secure the operational handover.
„What must be in place between signing and closing for the transfer to work?“
- Coordination of SPA negotiation with legal and tax advisers
- Tracking of closing conditions and merger control
- Handover plan for customers, suppliers and employees
Post-merger integration
Plan and deliver the first 100 days after closing.
„How do we realise the planned synergies without losing the business along the way?“
- PMI 100-day plan with priorities and responsibilities
- Integration of reporting, finance and key processes
- Synergy tracking and communication with both workforces