Our references

Rautenberg Moritz & Co. supports financial sponsors and their portfolio companies during all phases of a transaction, from origination and execution, to post closing, value creation and exit readiness. Find examples of our recent work for financial investors as well as for select strategic investors below:

Strategy & Value Creation Advisory

Execution

Large-Cap PE (F): Tech

We supported a French large-cap financial sponsor throughout the purchase of a German hidden champion in the technology sector and developing a commercial due diligence as well as a value creation plan.

Mid-Cap PE (D): IT

As part of the merger of a portfolio company of a German private equity firm, we conducted a commercial due diligence and advised the shareholders on valuation scenarios.

Mid-Cap PE (UK): Tech

We advised a British private equity firm in their purchase of a company in the technology sector, conducted i.a. a commercial due diligence and developed an upside plan.

Large-Cap PE (U.S.): Online

As lead advisor of a U.S. based financial sponsor, we coordinated the different DD streams and supported the definition and execution of a winning approach on a leading European online platform.

Mid-Cap PE (D): Industrial / B2B Services

For a German mid-cap PE house, we wrote the Commerical DD on a target in the B2B services sector.

Owner-lead private company (D): IT Services

We assisted an owner-lead German services firm in the IT sector in the development of the portfolio in both business units as well as in the formulation of an integrated growth strategy for the group.

PE-lead corporate (SWE): Tech

We advised the private equity-lead German market leader of business information systems in the acquisition of a provider of geo-marketing data, particularly through the preparation of a Commercial DD and a value creation plan.

Listed company (D): Tech

For a German technology group listed on the stock exchange, we supported the M&A process and the commercial due diligence for the acquisition of several units of an American competitor.

Post-Closing / Integration

Mid-Cap PE (UK): Professional Services

For a British financial investor, we managed the post-merger integration program of two German providers of IT-based billing solutions to the healthcare industry.

Mid-Cap PE (D): Professional Services

Following the purchase of two add-ons in the IT services space, we supported a German financial investor in the integration of the two assets into his existing portfolio company.

VC Fund (D): e-Commerce

We assisted a portfolio company of a German venture capital fund in the post-closing process and supported his path to profitability as well as the definition and execution of a buy & build strategy.

Large-Cap PE (U.S.): Tech

We advised a leading U.S. based private equity house in the definition and execution of a 100-day plan for a newly acquired portfolio company in the technology sector.

Mid-Cap PE (D): Professional Services

We supported a German financial sponsor in his acquisition of several online marketing agencies and their subsequent integration into a leading German provider of online marketing services.

Privately held company (D): Media Services

Following the investment of a German media conglomerate into a privately held company in the media services sector, we helped develop a strategy and business plan and identified joint value creation potentials.

Value Creation

Mid-Cap PE (D): B2B Services

We helped a portfolio company of a German private equity firm identify and prioritize international growth options in the context of a buy & build strategy.

Mid-Cap PE (U.S.): Consumer

For an American buyout fund, we evaluated and optimized the product strategy as well as the segment pricing for a toy manufacturer.

Small/Mid-Cap PE (D): Industrial

We advised a portfolio company of a leading German PE house on a number of strategic initiatives throughout the holding period, amongst them CRM, pricing, segment strategy and the redesign of the business planning cycle.

VC Fund (D): Tech

We supported a large German venture capital fund with the development of a German portfolio company in the tech sector, primarily with a large-scale value creation program addressing the revenue as well as the cost side.

Mid-Cap PE (U.S.): Tech

We supported a tech-focused American private equity fund in the definition and implementation of various measures to increase revenues of its portfolio company, the world market leader in a professional audio market segment.

Privately held company (D): Industrial

We advised a subsidiary of a German media group in the definition and execution of a growth strategy and the subsequently necessary redesign of the organization.

DAX-30 (D): Retail

We assisted a DAX-listed German retail group in the conceptualization and implementation of a private equity-oriented management system for its international portfolio of subsidiaries.

Subsidiary DAX-30 (D): Tech

For an online-gaming subsidiary of a DAX-listed media group, we designed and implemented a comprehensive program for cost reduction and value creation.

Privately held company (KEN): Tech

We helped an exponentially growing pan-African provider of mobile financial services by strengthening core parts of the organization and further professionalizing the CFO function, particularly with respect to budgeting and forecasting.

Exit Readiness

VC Fund (D): Tech

We assisted a portfolio company of a leading German venture capital fund in the preparation and successful execution of an exit process, by detailing a number of growth initiatives and executing a Vendor Due Diligence on the asset.

Mid-Cap PE (U.S.): Consumer

We helped a U.S.-based private equity fund define and execute a series of value creation measures in preparation of an exit from their investment into a portfolio company in consumer goods.

Family Office (D): Food

For a German family office, we managed the capital raise by a German small/mid-cap private equity fund including preceding value creation measures.

Small/Mid-Cap PE (D): Tech

We supported a German buyout fund in establishing exit readiness of a portfolio company in the technology sector, amongst others by redefining various strategy elements and defining a next generation business plan.

Small/Mid-Cap PE (CH): Industrial

We advised a Swiss mid-market buyout fund in the preparation and execution of the sale of a German portfolio company in the industrial services sector, by detailing various growth initiatives, validating the business plan and preparing a commercial vendor due diligence.

Privately held company (D): Software

We supported an owner-lead company in the security software sector in preparing and executing the sale of the company and advised the seller in all aspects of structuring and negotiating the transaction.

Listed company (D): Industrial

We helped a listed German chemical group with the sale of a subsidiary, conducting a vendor due diligence and managing the data room and Q&A processes.

Subsidiary DAX-30 (D): Tech

We successfully drove the exit preparation and subsequent sale of an online subsidiary of a German media group to a strategic investor and significantly supported the implementation of the integrated business plan with a post-merger integration program.

Privately held company (KEN): Tech

We guided an exponentially growing pan-African provider of mobile financial services through its IPO preparation, particularly with a redesign of its equity story and business plan.

M&A Advisory

Deal Origination

Sovereign Wealth Fund (APAC): Infrastructure

For an Asian Sovereign Wealth Fund with global activities, we structured and prioritized several subsegments of the European market for telecommunication infrastructure and supported a selective target approach.

Mid-Cap PE (D): Industrial

We supported a mid-sized German PE fund in the structured search for acquisition targets in the security technology sector.

Mid-Cap PE (F): Software

For a mid-market focused French PE investor, we analyzed and prioritized the deal flow in a segment of the software and IT services market.

Infrastructure fund (UK): Telecommunication

We supported a large, London-based infrastructure fund in the definition and structured analysis of attractive subsegments of the markets for telecommunication infrastructure in the GSA region as well as the focused approach of potential targets.

Process Preparation

Identification and Approach

Due Diligence and Offers

Negotiations

IT Security Services Provider (D)

We successfully guided a German provider of IT-security software, solutions and respective services throughout the entire sell-side process.

B2B Services (D)

On the basis of a comprehensive exit-readiness program, we supported a leading service provider in a specialized B2B segment throughout the entire sell-side process.

Security Software (D)

Following a comprehensive exit-readiness program, we supported a southern German provider of Security software throughout the entire sell-side process.

B2B Services (D)

We guided a mid-sized printing service company throughout the entire sell-side process.