Non-transaction based advisory

In most cases the only time you will meet your M&A advisor after the transaction is the “Closing Dinner”. However, in many cases the owner of a business stays with the company after the transaction, e.g. as managing director over a transition period or remains associated with the business (e.g. as a minority shareholder or provider of a vendor loan). Other tasks and challenges, such as the implementation of business plans, the communication with financing partners or the new investor/owner as well as other change processes are generally no longer part of the M&A advisor's area of responsibility. We see ourselves as a long-term partner and support our clients on request, even after successful completion of the transaction in the context of defined individual projects or tasks. Upon request, we will also accompany you after the transaction process and support you as a sparring partner in dealing with upcoming challenges. We support you with our knowledge and experience in the fields of Corporate Finance, business model analysis and corporate strategy.

Non-transaction based advisory services

Development of
corporate business plans
and financial models

Analysis and
evaluation of
business cases

Integrated financial planning
(income statement, balance
sheet, cash flow, CAPEX)

Advice for
increasing the
Enterprise Value

Communication with
banks and financing

Management consulting
(Controlling, financing,
business development)

Moderation of different
stakeholders (e.g. at
Advisory Board meetings
or shareholder meetings)

Conflict mediation and
accompaniment of
changes in the
shareholder structure

Our added value

  • Sound theoretical and long-term practical experience with regard to company valuations / fairness opinions as well as business plan development
  • Long-term experience with owner personalities of family businesses as well as with the moderation of various stakeholder groups (e.g. in the Board of Shareholders)
  • Experienced and strategically versed sparring partner for your entrepreneurial challenges and endeavors

Selected references in non-transaction based advisory

Restructuring of debt financing structure and further Corporate Finance Advisory

Corporate Finance Advisory

Conception of an integrated Business Plan and further Corporate Finance Advisory

Corporate Finance Advisory