PORTUS.
Your Strategic Partner

M&A, Succession, Financing & CFO Services

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Competences

PORTUS Competences

M&A

  • Company Acquisition
  • Company Realisation
  • Company Succession & ZEPTER.WECHSEL!

CFO Services

  • Financial Management
  • Liquidity & Financial Planning
  • Controlling & Reporting
  • Corporate Financing

Consultancy

  • Financing
  • Business and financial plans
  • Company valuations
  • Distressed & Turnaround Management
About Us

PORTUS Corporate Finance

Co-creator with a hands-on mentality for SMEs

As a professional partner, we advise and support you on all topics relating to M&A, succession solutions and financing. We support you in your day-to-day business with our CFO services.

With relevant expertise, many years of experience and a large network, we accompany you on your entrepreneurial path in a structured and implementation-oriented manner.

PORTUS FACTS & FIGURES

4

OFFICES
Berlin | Leipzig Hanover | Stuttgart

20

Years on the Market

400

Completed Projects

>500

Million Euros Transaction Volumina

20

Current Mandates

PORTUS INDUSTRIES

Automotive & Electronics

Telecommunications, IT, Media & Internet

Life Sciences & Healthcare Industry

Measurement & Control Systems

Energy, Refrigeration & Air Conditioning

Construction and Crafts

Civil & Mechanical Engineering

Commerce & Services

Team

Your corporate finance professionals

We are companions and initiators for your company. Commitment, solid expertise and creativity are among our strengths.

In our work, we rely on the in-depth knowledge and many years of experience of our team and a large network of investors, companies, strategists and banks. We look after all mandates personally and individually. Our clients include medium-sized companies, technology companies and listed companies. We accompany you and reliably realise your plans - as advisors, intermediaries, coaches or external CFOs.

Senior Partner

Axel Bublitz

Senior Partner

Team Berlin

Branchen-Expertise: Energie- und Versorgungswirtschaft, Automobilzulieferbereich, Ernährungswirtschaft und wohnwirtschaftlicher Immobiliensektor
Themenschwerpunkte: Finanzierungen, Unternehmensnachfolgen, Restrukturierungen, Sanierungen

Senior Partner | Of Counsel

Lars Frohn

Senior Partner | Of Counsel

Team Leipzig

Industry expertise: Healthcare, Med-Tech sector
Areas of specialisation: Restructuring, reorganisation, financing, corporate succession, stakeholder management

Senior Partner

Prof. Dr. Harro Heilmann

Senior Partner

Team Stuttgart

Industry expertise: Automotive and automotive suppliers, aviation, mechanical and plant engineering (incl. energy and environmental plant engineering)
Areas of specialisation: M&A, strategy, profit improvement & turnaround

Senior Partner

Bernd Thiele

Senior Partner

Team Berlin

Industry expertise: Property and construction sector, prop-tech industry
Areas of specialisation: M&A transactions, corporate finance, corporate succession planning

Senior Partner

Dr. Jonathan D. Turner

Senior Partner

Team Berlin / Scotland

Industry expertise: Pharmaceutical and biotech industry
Areas of specialisation: Research & development, licensing, financing & growth strategies

Managing Partner

Thomas Fink

Managing Partner

Team Berlin

Industry expertise: Life sciences, IT, technology & venture capital financed companies
Areas of specialisation: CFO services, controlling, M&A transactions, corporate succession, financing

Head of M&A & Project Management | Authorised representative

Philipp Löprick

Head of M&A & Project Management | Authorised representative

Team Leipzig

Industry expertise: Life sciences, IT, technology & venture capital financed companies
Areas of specialisation: M&A transactions & transaction structures and family successions

Director Corporate Relations | Head of Sales & Marketing, PR & HR

Britta Viktoria Opatz

Director Corporate Relations | Head of Sales & Marketing, PR & HR

Team Berlin / Coburg

Industry expertise: Sales & Marketing, PR, Human Relations, Service industry, tourism and family businesses
Areas of specialisation: Digital and cultural transformation topics, corporate succession, growth and strategy processes

Head of CFO-Services | Authorised representative

Igor Velichkov

Head of CFO-Services | Authorised representative

Team Berlin

Industry expertise: Life science, IT and technology companies
Areas of specialisation: Establishment, management and development of corporate finance structures and departments, SME controlling

Project Manager

Ilias Baltzis

Project Manager

Team Berlin / Stuttgart

Industry expertise: Construction & crafts, energy & engineering, trade & services, life sciences & healthcare, software, film industry
Areas of specialisation: M&A and financing projects for medium-sized companies and SMEs, carve-out transactions and company successions

Project Manager | Of Counsel

Alexander Hermann

Project Manager | Of Counsel

Team Berlin

Industry expertise: Life Sciences
Areas of specialisation: Strategy, Corporate Finance and Commercial Management

Consultant | Of Counsel

Robert Kunz

Consultant | Of Counsel

Team Berlin

Industry expertise: IT & technology companies, venture capital sector
Areas of specialisation: Strategy and business model development for start-ups and growth companies

Project Manager

Ulrich Pieschel

Project Manager

Team Hannover

Industry experience: energy, automotive, public transport, tourism, transport, production, trade, services
Main topics: Development of business models and analysis of existing business models, process optimisation, development and implementation of controlling structures, planning and implementation of IT systems for merchandise management and controlling

Associate

Alexander Fink

Associate

Team Leipzig

Industry experience: Journalism and publishing, music and entertainment, e-commerce
Main topics: M&A transactions

Associate

Simon Frey

Associate

Team Stuttgart

Industry experience: Aviation and automotive industry
Main topics: M&A transactions, restructuring projects, corporate governance, cost of capital, performance management systems and value-based management

Associate

Khaled Cenk Turan Merhi

Associate

Team Berlin

Industry experience: Publishing, competitive sports
Areas of specialisation: M&A transactions & development and management of finance departments, structuring in family businesses

Associate

Thomas Julius Müller

Associate

Team Berlin

Industry experience: Fashion and off-price sector, horticulture and landscaping/agriculture
Areas of specialisation: Support for CFO services & M&A transactions

Associate

Carl Matteo Wedler

Associate

Team Leipzig

Team Assistent

Michaela Majer

Team Assistent

Team Berlin

Industry experience: Service sector, retail, crafts, design, property sector, book trade/publishing
Areas of specialisation: accounting, stakeholder communication, service culture, hand and digital engraving

Team Assistent

Julia Makowsky

Team Assistent

Team Berlin

Industry experience: Energy sector, IT security & systems, television and camera technology
Areas of specialisation: data analysis, project management, controlling & reporting, human resources, stakeholder communication

Projects / References

Portus projects and references

An extract of our current mandates and projects

Find out about our current mandates and projects here!

In our overview, you will find the relevant teasers as well as the responsible project managers and contact persons under the respective projects. If you have any further questions, please contact our Director Corporate Relations Britta Viktoria Opatz at Britta.Opatz@PortusCo.com.

We reserve the right to obtain authorisation from the company owners if necessary.

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COMPANY SUCCESSION

Company Succession

Customised TGA solutions

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COMPANY SUCCESSION

Company Succession

Outdoor advertising, promotion, tourism in Berlin city centre with a unique concept

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COMPANY SUCCESSION

Company Succession

Consulting company specialising in medical devices

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COMPANY SUCCESSION

Company Succession

CNC machining expert for machine and system parts

Insights

PORTUS Insights

Best Practices, news and latest insights about us and the industry

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Zepter.Wechsel, Publications

SUCCESSION.BAROMETER! Q1 2023

Spring is here and with it our new NACHFOLGE.BAROMETER! for the first quarter of 2023!

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Zepter.Wechsel, Publications

SUCCESSION.BAROMETER! Q1 2023

Spring is here and with it our new NACHFOLGE.BAROMETER! for the first quarter of 2023!

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Zepter.Wechsel, Publications

SUCCESSION.BAROMETER! Q1 2023

Spring is here and with it our new NACHFOLGE.BAROMETER! for the first quarter of 2023!

nachfolge.barometer-q3-23.jpg
Zepter.Wechsel, Publications

SUCCESSION.BAROMETER! Q1 2023

Spring is here and with it our new NACHFOLGE.BAROMETER! for the first quarter of 2023!

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Zepter.Wechsel, Publications

SUCCESSION.BAROMETER! Q1 2023

Spring is here and with it our new NACHFOLGE.BAROMETER! for the first quarter of 2023!

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Publications

Your intention is our daily business

Company take-overs are not usually part of an enterprise’s daily business.

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Publications

Advice for a successful company succession

Your 92-page guidebook on the fiscal and legal aspects of company successions

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Publications

Financing for small and medium-sized businesses

With this book, which brings together contributions from authors with practical experience, we would like to help medium-sized companies find access to alternative forms of financing and benefit from the wide range of offerings.

Events

PORTUS Events

Every year, we organise events and exclusive entrepreneur evenings throughout Germany. In addition to interesting presentations by speakers from business, politics or science, there is also plenty of room for personal discussions. The events are excellent opportunities for discussions and networking.

Please contact us if you would like to attend!

Entrepreneur Forum ZEPTER.WECHSEL!

At this exclusive entrepreneurs' forum, we will address issues related to business succession.

PORTUS.Digital!

In this online event, we will look at various current topics that are relevant for companies.

UNTERNEHMERABEND

At this exclusive dinner event, entrepreneurs meet among themselves, listen to thrilling key notes and enjoy the time to network.

Feierabend.Getränk! - The PORTUS.Network

Scene meeting for an after-work drink. Let's meet again - casual, relaxed and with a lot of fun.

Jobs/Career

BECOME A MUSKETEER @ PORTUS

With us, no two days are the same!

Internally, we call ourselves “the Musketeers”, because as a team we take on every challenge! We involve you in varied and interesting projects from day one. We like to discuss ideas in the team and with our clients. Personal and professional development is important to each one of us. So use your strengths with us!

Financial Controller / Associate (m/w/d) für M&A / Corporate Finance

BECOME a MUSKETEER @ PORTUS

Werkstudent (m/w/d) für M&A und Corporate Finance

BECOME A MUSKETEER @ PORTUS

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Exciting Mandates

Our clients - ranging from innovative start-ups to long-established family businesses and listed companies - have a high social relevance and deal with promising business ideas.

Family Culture

Our culture is family-oriented and encourages curiosity, commitment, and personal development. We trust each other and leave room for creative thinking.

Flexibility

Our team works together in a flexible manner throughout Germany. We practise flat hierarchies, family friendliness, flexible working hours and individuality.

Great Workplace

Our headquarter is located in Friedrichstraße near the Gendarmenmarkt in the center of Berlin and is excellently connected. Our offices are characterized by a modern interior with an open, relaxed atmosphere and lots of good coffee.

Contact

We look forward to hearing from you!

Let’s communicate – confidentially and without obligation!

Headquarter Berlin

Kurfürstendamm 44
10719 Berlin

Office Leipzig

Nordstraße 17
04105 Leipzig

Office Hannover

Georgstraße 38
30159 Hannover

Office Stuttgart

Dr. Heilmann & Partner
Helene-Lange-Straße 40
73760 Ostfildern

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Website Update in Progess

In Progess