A corporate investment can serve as a stepping stone to a full purchase or sale, support succession planning, or enable a long-term partnership leading to a merger or new venture.

The objectives are similar to those of a company purchase or sale, but place special demands on the transaction process, the strategic and cultural fit, and the personal interaction between the parties involved.

We advise you on the realization of your company participation

Over the past decades, we have accompanied numerous company participations on the buyer and seller side in selected industries. The M&A process starts with a strategic analysis and the development of a suitable concept. Often, our clients initially pursue the goal of a complete purchase or sale, but in the course of the process, a company participation may prove to be the optimal solution.

In this case, we use our network, our own databases, and targeted market research to create a shortlist, which we coordinate with our clients and supplement with their existing contacts. We then approach the selected companies confidentially. Thanks to our industry knowledge and many years of experience, we structure discussions and negotiations individually and successfully. The right timing and the strategic and personal fit are crucial here.

In addition, we take care of the company valuation, develop the appropriate deal structure, draft the term sheet and letter of intent (LOI), and manage the entire project, including coordination of all parties involved.

A partner for the entire transaction process

We advise you throughout the entire transaction process—from the initial idea to the signing of the purchase agreement. We are also happy to assist you with strategic issues.