Interplay between business areas
The following four advisory areas often overlap:
- In the case of a Company Succession, an event-driven Valuation is necessary, followed by a Company Sale in the case of an external solution.
- In the case of a Company Acquisition, Valuation is key, as is Capital Advisory for financing the deal.
1. M&A (Mergers & Acquisitions)
Core competencies:
- Strategic planning of transactions
- Identification and approach of potential investors or target companies
- Conducting due diligence
- Deal structuring and contract negotiations
Typical tasks:
- Supporting buy-side or sell-side processes
- Assessment of synergies and risks
- Communication with shareholders and stakeholders
2. Company Succession
Core competencies:
- Succession planning (internal/external)
- Valuation of family-owned businesses
- Mediation between generations or shareholders
- Emotional and cultural change management
Typical tasks:
- Development of succession concepts
- Support during sale or handover
- Structuring of management buy-outs (MBO) or buy-ins (MBI)
3. Company Valuation
Core competencies:
- Application of valuation methods (DCF, multiples, net asset value, etc.)
- Analysis of business models and cash flows
- Consideration of market and industry factors
- Valuation of intangible assets (e.g., brands, patents)
Typical tasks:
- Valuation for M&A, succession planning or financing
- Preparation of expert reports or fairness opinions
4. Capital Advisory
Core competencies:
- Structuring of equity and debt capital
- Capital raising (e.g., private equity, venture capital, banks, private debt)
- Optimization of capital structure
- Advisory on IPOs or private placements
Typical tasks:
- Preparation of financing concepts
- Negotiation with capital providers