For owners
Company sale and succession
We actively support you in finding the right successor or buyer, with a focus on value, cultural fit and long-term continuity.
Enterprise value
5–200 Mio. Euro
EBITDA
0,5–25 Mio. Euro
Offices
Zug, München, Wien
Starting point
Typical situations
Three constellations owners usually come to us with.
An orderly succession
Owners who want to shape the handover themselves rather than leave it to chance or to time pressure.
Exit in 12 to 36 months
Shareholders with a concrete intention to sell, who want the process properly prepared instead of negotiating under pressure.
Family businesses
Shareholder groups that need a structured solution because several interests have to be reconciled.
Scope
What we do
Four steps that build on each other. You take the decisions, we do the work.
- 01
Exit readiness and valuation
We establish where the company stands today, adjust earnings for one-off effects and derive a defensible range before anyone speaks to a buyer.
- 02
Preparing the documents
Teaser, information memorandum and data room are produced by us, not by you. The figures are prepared so that they hold up in due diligence.
- 03
Buyer search and approach
Strategic buyers and financial investors are approached in a targeted and discreet way. Competition within the process is the strongest lever on price.
- 04
Negotiation through to closing
From indicative offers and due diligence coordination to the purchase agreement, signing and closing. We stay at the table until the end.
The highest offer is not automatically the best one
A sale process decides more than the price: it decides who will make the calls about your employees, your customers and your site. We therefore assess offers along three dimensions — the level of the purchase price, the certainty of the financing and the buyer's intention. A slightly lower offer with reliable financing and a fitting plan is regularly the better one.
Value is created in the preparation. Whoever first notices at the negotiating table that adjustments cannot be evidenced, or that working capital was never defined, negotiates from the weaker position. We settle those points before the first interested party sees the data room.
The four phases of a process are set out in the process overview, completed transactions under mandates.
Questions
Frequently asked
Typically six to twelve months from preparation to closing. Preparation alone often accounts for a third of that and is the part that decides the price.
What happens to the team and the site after closing depends on the transaction structure and the type of buyer. To keep it from remaining a declaration of intent, it belongs in the buyer selection and afterwards in the contract.
No. An early assessment and a clear roadmap widen your options later, with no obligation to mandate us.
Contact
Let us get to know each other
A first conversation, in person or remote, with no obligation. We will tell you plainly whether and how we can help.