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Our Services:

Strategic Advisory

Our services help you define or refine your strategy with the goal of achieving growth and improved profitability.  Together with your team, we can also help execute the developed plan quickly, efficiently and with limited financial risk.

 

For example:
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  • listing and evaluating strategic options, including assessing the best timing thereof,

  • developing or feasibility testing your organic and inorganic growth plan,

  • evaluating market entries and exits,

  • developing or refining your mid-term strategic plan including defining concrete and realistic targets,

  • developing mid- to long-term succession planning including transferring share ownership to the next generation,

  • defining and implementing value creation strategies with the main purpose of creating shareholder value, 

  • supporting the development and implementation of new compensation models, in conjunction with share ownership programs and increasing the company valuation and

  • defining and implementing a refocus of the business via a restructuring plan while retaining and incentivising key stakeholders.​​​​

Missing Piece

Lead Advisory M&A

In DACH, Liechtenstein, the UK and the rest of Europe we advise clients on target searches, we project manage buy- and sell side transactions, mergers, JVs, etc focusing exclusively on the financial services industry.
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  • Financial or strategic partner introductions: we spend significant time meeting with key market participants so that we always have an up-to-date perspective on current industry trends, who wants to do what, why and how, which strategies are working and which ones are not, key industry case studies - all proprietary know-how that our clients can benefit from. 
     

  • Advice and project management relating to mergers and acquisitions - minority or controlling interest transactions, acting on either the buy or sell side. Tasks including: 

    • compiling potential target/buyer/merger partner lists,

    • approach strategy,

    • compiling information and Board materials (info memo, profiles, Board decks, etc),

    • advising on transaction structure, retention schemes and/or sharing of transaction proceeds incl. input on potentially adjusted compensation model, etc

    • performing valuation and financial impact work including synergies estimates,

    • work on the stand-alone or combined strategic plan including financial projections,

    • non-binding offer phase,

    • due diligence management and

    • instructing the lawyers regarding contract drafting and negotiation management.​​​​​

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Project Management

We support our clients via supplying highly experienced and specialized technical project management experts to support from an overall project management perspective or by supplementing and supporting corporate development and strategy teams with our value add resources.​

 

Here a few examples of where and how we can support: 
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  • lead advisory M&A project management (as described above),

  • functioning as the outsourced corporate development and strategy team for mid-size players who have decided that an own in-house team makes little sense,

  • buy-side due diligence or vendor due diligence management, if required with the support of external/big 4 subject matter experts for assurance purposes,

  • integration- and separation project management support, again if required with the support of technical experts for IT, ops, HR, etc,

  • value creation project management with the main purpose of creating shareholder value,

  • restructuring project management including debt- and equity restructuring, divestitures, etc. and​​​​​

  • support in initiating wind-down and liquidation efforts as part of legal entity rationalization and entity liquidation efforts.

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Capital Raising

We selectively take on capital raising mandates for the purpose of raising growth capital, international expansion capital, restructuring capital and acquisition financing.

 

Such capital raising is typically raised from a small number of parties within our contact and relationship network, including: 
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  • single- and multi-family offices,

  • serial entrepreneurs and UHNWIs,

  • private debt providers,​​​​​

  • private equity providers,

  • permanent capital providers, listed investment companies, SPACs, etc., or 

  • debt- and equity capital markets departments of investment banks (if the ticket is large enough).

Stacks of Coins

Valuations & Fairness Opinions

We offer tailored valuation services for the purpose of deciding on best timing of a sale, to determine a potential purchase price and to assess in how far a price can be justified via the stand-alone value, potential synergies and restructuring costs. Financial modelling is of course always an important part of this, incorporating business plan projections, which we can also develop, challenge or refine as part of the mandate. We usually utilise a number of different valuation methods, which depending on the case specific relevance we weigh differently.

 

Such services include: 

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  • identification of key value drivers taking the company specific business model, compensation models, etc into account,

  • financial and business plan modelling, including p&l and particularly for banks also balance sheet modelling,

  • free cash flow modelling post regulatory capital retention and operating capital requirements,

  • listed comparable company analysis as well as comparable prices paid in past M&A transactions,

  • estimation of potential cost savings, revenue enhancements and one-off restructuring costs,

  • merger consequences analysis and relative contribution analysis,

  • EPS accretion/dilution analysis and value distribution analysis,

  • production of independent valuation opinions for boards, shareholders, etc,

  • valuations for tax, internal share market, staff incentivization or stock option purposes, 

  • fairness opinions for public takeovers, disputes, etc and

  • insurance company valuations with the involvement of third party actuaries.

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Dispute & Forensic Services

As very seasoned and widely respected finance experts we regularly help guide our clients through delicate dispute and forensic situations together with external legal and forensic specialists - to help assess potential damages and to function as the finance expert witness in court - for one of the dispute parties or to support the judge himself.

 

Such services include: 

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  • providing valuations and damage quantifications to support cases,

  • quantification and valuation of commercial damages,

  • quantification and valuation of claims in relation to representation, warranty and indemnity clauses,

  • assessing and evaluating contract clauses,

  • overall process management including the co-ordination of third party legal and forensic experts,

  • serving as the finance expert witness in arbitration proceedings and

  • serving as the finance expert in court, to judges and supervisory authorities.

The Lawyer is currently shaking hands with the client about the success in resolving the c

For more information, a confidential discussion or for a quote, please reach out to us:

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