What we do

M&A Lead Advisory

We advise on each single step of a transaction as your trusted advisor, in sell side, buy side or merger situations, from the transaction strategy to the closing of the deal. Our M&A Lead Advisory Services include:

Sell Side Advisory Services

Analysis of alternative disposal options
Definition of disposal strategy and perimeter
Planning and structuring of a transaction
Advice on valuation and price expectations
Process management incl. coordination of other advisers
Identification of suitable buyers
Preparation of marketing documents
Coordination and organisation of the due diligence incl. virtual data room process
Analysis, evaluation, and comparison of offers
Negotiation tactics and support
Inclusion of extensive partner network
Succession planning
Separation / carve-out advisory

Buy Side Advisory Services

Analysis of alternative acquisition options
Definition of acquisition criteria and strategy
Planning and structuring of a transaction
Process management incl. coordination of other advisers
Identification of potential targets
Approach of selected targets
Advice on valuation and purchase price structure
Orchestrating and executing the due diligence
Negotiation tactics and support
Post-merger planning and support during the integration

Merger Advisory Services

Analysis of alternative merger options and structures
Definition of merger strategy and perimeter
Planning and structuring of merger
Valuation and calculation of exchange ratios
Adjusting shareholdings through compensation payments
Process management incl. coordination of other advisers
Negotiation tactics and support
Post-merger planning and support during the integration

Valuation & Fairness Opinions

We help you with the professional value assessment, the identification and valuation of potential synergies or the financial modelling of your business plan, both on a standalone basis or in a transactional environment. Our Valuation & Fairness Opinions services include:

Identification of value drivers
Identification, assessment, and valuation of synergies
Discussion and challenging of business plans
Financial modelling
Independent valuation of a business
Fairness opinions

Transaction Support

We help you with the identification of the key value drivers and risks in a contemplated transaction, challenge assumptions about the future performance and help you to mitigate the risks in the transaction agreement. Our Transaction Support services include:

Analysis of risks and value drivers, incl. their mitigation
Financial and commercial due diligence
Regulatory and legal due diligence *
Tax due diligence *
Actuarial due diligence *
Preparation, coordination, and management of data room
Negotiation support
Commercial, tax und legal transaction structuring *

*) in cooperation with third party advisors

Strategic Advisory

Our advisory services range from strategic analysis of market entries to strategic, commercial, and financial analysis of the business portfolio and corporate planning. Our Strategic Advisory services include:

Analysis of strategic options
Analysis of market entries
Business planning
Feasibility study
Restructuring
Profitability analyses of business lines or customer segments
Portfolio optimisation

Corporate Finance

We provide comprehensive advice on corporate finance and corporate development issues throughout the life cycle of a company. We support you in topics such as structuring the capital base or analysing possible partnerships. Furthermore, we can act as a sparring partner in financing issues. Our Corporate Finance services include:

Strategic capital increases
Debt and equity capital increase using different capital sources
Capital planning and structuring
FinTech / InsurTech "smart-money" capital raising
Joint ventures and partnerships
Investor onboarding and equity stories
Strategic reinsurance transactions

Expert Opinions

We offer our extensive experience in the financial services sector and in M&A transactions to serve as expert to resolve commercial and competition related disputes. The detailed sector knowledge and the extensive transaction experience is used to provide financial valuations and damage quantifications to support cases. Our Expert Opinions services contain:

Valuation and quantification of commercial damages
Valuation and quantification of claims in relation to warranty and indemnity clauses
Assess and determining damage claims
Appraisal and assessment of contract clauses
Serving as financial expert in arbitration proceedings
Serving as expert to courts and supervisory authorities