Deal Execution

We support our clients in the preparation and execution of the sale or purchase of a company and advise them on other capital measures on the equity or debt side.


  • Preparation of and participation in Management Presentation
    • Clear-cut feedback regarding situation, attractiveness, chances & risks, team and process
    • Focus on specific competitive differentiation of our clients
  • Focused and prioritized structuring of the commercial due diligence, usually in a two-phase approach (red flag, full scope)

Commercial Due Diligence

  • "Decision support instead of travelogue"
    • Number and data-driven, analytical, focused
    • Prioritized, interpretative und action-oriented
  • Aligned with our clients’ schedule
    • 10 to 30 working days until completion of full report
  • Bankable Report as a result
    • Incl. structured Q&A sessions and release/reliance letters

Value Creation Planning

  • Explicit focus on value creation opportunities during holding period
    • Evaluation of target’s strategy, business plan and underlying measures
    • Value creation ‘beyond business plan’
  • Implications for strategy, business plan and valuation
  • Reliable assessment of implementation prerequisites, definition of roadmap

Process Strategy

  • Strong focus on competitive differentiation ("angle")
  • Incorporation of commercial due diligence results and value creation planning
  • Active participation in negotiations, if requested

Post-Closing / Integration

We support the critical post-closing phase with 100-day or post-merger-integration programs.


  • Establishing governance and reporting structures
  • Operational and cultural assimilation or integration
    • Assertion of business model, incentives, instruments etc. of private equity or venture capital investors
    • E.g. „good cop - bad cop“ principle

100-Day Planning

  • Definition of a 100-day plan
    • Discussion and prioritization of value creation plan and measures
    • Initiation and supervision (optional) of value creation measures
  • Close guidance by central project management office (PMO) on premise
  • Comprehensive coaching of management team

Post-Merger Integration

  • Complete integration planning and realization
    • Strategy and operations: Integration strategy, mission, synergy definition (topline/bottom line)
    • Organization and staff: organizational and operational structure, management team
    • Financials: Integrated business plan, synergy management und tracking
    • Culture
  • Close guidance by central project management office PMO on premise

Value Creation

We initiate and support operational improvement projects in portfolio companies across all phases of a holding period, thus securing a sustained value creation.

Operational optimization

  • Initiation, conceptualization and implementation of operational value creation projects
    • Top-line and bottom-line optimization
    • Working capital optimization

Growth opportunities

  • Identification and realization of organic growth opportunities
    • Product portfolio extension, innovation management, R&D optimization etc.
    • Pricing optimization (product pricing, service pricing; price structure, etc.)
    • Sales activation or optimization, sales channel mix and conflict resolution, online/offline
    • Internationalization, adjacent markets etc.

Cost optimization, consolidation & restructuring

  • Comprehensive cost analysis, identification of saving potentials and business planning
    • Strong focus on reaching break-even or defined target profitability
  • Prioritization and realization of all defined measures (or supervision of the latter)
    • Incl. management of all related activities/areas (esp. labor law, tax and audit)
    • As standalone service or in a team-up with restructuring consultants

Implementation of buy & build strategies

  • Preparation of a buy & build strategy
    • Framework, search fields and acquisition criteria
  • Implementation support
    • Long listing, approach and execution
  • Team augmentation („work bench“) instead of „strategy consulting“ as role model

Exit Readiness

We help prepare a portfolio company or an entire portfolio for an exit and lead or support the transaction through to a successful closing.

Optimization of salability and proceeds

  • Analysis of existing strategy, budget and mid-term plan (if existent)
  • If necessary, redesign of strategy and prioritization planning with explicit focus on value creation
  • Optimization of business plan for a period of three to five years after actual exit
    • Based on different valuation scenarios
  • Development and detailing of effective measures for revenue and profit increases
    • Incl. first implementation/quick wins (“evidence“)

Coaching of management during exit process

  • Support and coaching of management during entire process
    • Esp. in squeeze between shareholders, M&A advisors, due diligence partners and potential buyers
  • Participation in management presentation or negotiation rounds, if requested

Commercial Vendor Due Diligence

  • Decision support for potential buyers instead of a “travelogue“
    • Numbers and data driven, analytic, focused
    • Prioritized, interpretative and with clear “so what?“
  • Explicit focus on value creation opportunities during next holding period
  • Degree of certainty of strategy and measures of the target’s business plan
  • Value creation opportunities “beyond business plan”

To assure a successful process completion, we gladly offer to either partner with an investment bank or M&A consulting firm or lead the transaction in our M&A Advisory unit until an effective closing.

Strategy & Value Creation Advisory

We advise clients in defining and executing strategy, in commercial due diligences and in all aspects of value creation and exit preparation.

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We provide comprehensive support to buyers or sellers in the preparation and execution of corporate transactions or investments.

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We invest into minority positions of attractive companies in the DACH region, alongside our clients, either directly or by converting advisory fees.

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