Our Services - your requests are treated strictly confidential

M&A - Mergers & Acquisition

Since more than 15 years Transfer Partners is a trusted partner of large corporations, family owned businesses, private equity firms and banks for mergers & acquisitions.

Our trustworthy relationships provide our clients with access to national and international companies and investors. On the basis of a large number of successfully closed transactions we can rely on profound transaction expertise and negotiation skills.

We are advising our clients with high personal involvement, accuracy and creativity all based on a strictly discrete approach. The sector expertise gained by our partners assures individual and customized solutions.

We support our customers during the entire transaction process.

Corporate Sale

We professionally support you during the entire process of a corporate sale.

Typical activities include:

  • Development and evaluation of strategic options
  • Sales strategy and search for potential buyers
  • Discrete approach of potential investors on decision making level
  • Discussion and documentation of business plan
  • Compilation and documentation of relevant corporate information
  • Company valuation
  • Management presentation
  • Due diligence
  • Legal and tax optimization
  • Negotiation support until closing

Follow Up

We advise entrepreneurs on the preparation of their succession, discuss and evaluate the strategic options with the shareholders and support the execution of the strategy.

Transfer Partners has valuable contacts to qualified MBI candidates and financial investors.

Typical activities include:

  • Evaluation of strategic options
  • Joint development of the succession strategy (family based succession, MBO / MBI, trade sale etc.)
  • Legal and tax optimization
  • Valuation
  • Moderation of negotiations
  • Securing a successful integration

Buy Side

A thorough international search for targets as well as contacting the target’s decision makers discretely are first steps in a successful acquisition process.

Transfer Partners manages the entire acquisition process and supports you in all individual questions.

Typical activities include:

  • Coordination of the acquisition strategy
  • International search for potential targets
  • Discrete approach of target companies on decision maker level
  • Valuation
  • Due Diligence (financial and tax)
  • Optimization of tax structure
  • Advising on financing structure
  • Negotiation support until signing
  • Preparation of the integration process

MBO / MBI

The sale of a company to the management represents one of the strategic options in the course of corporate succession.

We have access to excellent managers with entrepreneurial ambitions as well as financial investors.

Typical activities include:

  • Evaluation of the feasibility of an MBO / MBI
  • Selection of co-investors
  • Structuring of the financing
  • Monitoring support until successful closing

Growth Financing Capital Raising

The growth of companies or special situations may require additional capital.

On the basis of long-time experience and the successful implementation of different projects we have well established access to financial investors.

Financing solutions include debt financing, mezzanine as well as direct minority and/or majority shareholdings.

It includes the verification of different options for private investors, family offices, private equity firms as well as subsidies granted by the state and the EU.

Together with our strategic partner Spitzmüller AG, one of the leading German technology and growth financing providers, we structure the financing for our customers through the involvement of interest rate reduced loans and subsidies.

Change of Ownership

A change of ownership is a special challenge.

Legal, tax and strategic as well as psychological questions have to be analyzed, concretized and evaluated in order to find appropriate solutions.

The partners of Transfer Partners can rely on relevant technical and personal competencies gained from a large number of similar projects.

Typical activities include:

  • Objectification and moderation of the different interests of the shareholders
  • Valuation of the different shareholdings
  • Decision matrix from legal, tax and economic perspective
  • Discussion and concretization of the different strategic options
  • Synchronization of corporate and shareholders´ interests
  • Structuring and implementation

Due Diligence

On the basis of interdisciplinary teams and together with our client we execute due diligences in the forefront of M&A transactions.

Result and budget orientation are the focus of our action.

Buyers services:

  • Financial, legal and tax due diligence to identify substantial risks
  • Analysis of the business plan
  • Preparation of the results and identification of valuation drivers respectively risks concerning the purchase price

Seller services:

  • Preparation of the data room (electronically / physically)
  • Vendor due diligence

Valuation

Transfer Partners applies common and generally accepted standards of valuations.

Typical activities include:

  • Preparation and documentation of the business plan
  • Consideration of value drivers
  • Preparation and documentation of a market oriented valuation
  • Comparison of different valuation models
  • Preparation of a valuation opinion according to IDW S1
  • Preparation of fairness opinions
  • Compilation of all relevant factors (e.g. land and buildings owned by the shareholders)

Tax Optimization

Tax OptimizationThe tax optimization of a transaction can influence substantially the sale of a company and the achieved value added for the client.

We prepare solutions with the aim to minimize all potential tax risks including transaction taxes and to make use of all tax relevant potentials.

Strategic Advisory

The active strategic development of your company is the basis for the future success and the increase of the corporate value.

This ranges from the optimization of the shareholder structure over the appropriate management positions to the strategic positioning.

You can reach us here

Transfer Partners
Group

Telefon +49 211 506689 0
Telefax +49 211 506689 15
info@transfer-partners.de

or use the
> Contact Form

Our Cooperations

Kapellmann und Partner
Successful cooperation in legal advice
during M&A transactions

Luther
Successful cooperation in legal advice for
M&A transactions the field of mid-cap M&A

kfw Bankengruppe
Cooperation and speaker in the field of public
funding as well as at the bank academy

Institut der Wirtschaftsprüfer
Transfer Partners Wirtschaftsprüfungsgesellschaft is a member of the IDW

NeXXt Nachfolgebörse des BMWi
Transfer Partners is regional partner and certified consulting firm in the field of succession

Spitzmüller AG
Strategic cooperation with the
market leader in the field of R&D financing

mergersmarket
International exchange of information concerning M&A transactions, purchase price and market development