M&A / Company Succession

In corporate succession as well as purchase and sale of companies, we have a wealth of experience and a broad contact network available to help you. We follow a holistic approach and accompany you and your company in all phases of the process. We will support you in all challenges as well as in all detail questions.

Services

Services

In dialogue with you, we identify your precise needs and ideas concerning planned transactions. On that basis, we conceptualize a transaction process, which corresponds to your requests. After identifying a pool of potential candidates via Portus networks and research, we will approach the most relevant targets. Thereafter, we will also support you during all further negotiations. From the first informal meetings to deal closing, we are the partner at your side.

Based on existing company documents and in close cooperation with you, we generate the necessary documents for the upcoming transaction: investment memoranda with information about your company, products manufactured, markets and competitive landscape, business plans, as well as financial planning.

Based on collectively defined criteria, we create a longlist of potential buyers or target companies, which we will be happy to approach for you.

In case a potential buyer has explicitly expressed his interest in your company or if you are interested in a particular target, negotiations about a possible transaction begin. We will cover the whole process until the closing of a contract. Generally, a Due Diligence becomes necessary during the negotiations, in order to get to know the target in detail. We will support you with preparing the necessary documents and/or take care of the execution.

Using widely acknowledged methods of business valuation, we will determine the value of your company or that of your target.

Acting as external, independent consultants, we offer fairness opinions for planned transactions.

Case Study

Scenario

An entrepreneur in the electronics industry had been advised by his tax advisor that the question of succession must be addressed in due time. One of our senior partners took over the project and carried out an analysis of the company’s actual situation.

Process

In the first step, evaluation of the company certain weaknesses were discovered and remedied. Following this, all necessary documents for the sale process were created. The exposé, designed to inform prospective buyers, was developed by Portus. In addition, company documents, such as financial statements, detailed reports concerning the contracts, the staff structure, as well as details about suppliers and customers were generated for potential acquirers.

As a second step, an internal valuation of the company was created. In conversation with the business owner we reached a fundamental understanding regarding the distribution of tasks between company and Portus. In addition we developed an ideal presentation of the company to be used during the selling process and defined realistic financial goals and a time horizon for the transaction. Subsequently, concrete steps for finding a suitable successor were discussed.

By directly approaching potential candidates out of the existing data pool and the Portus network as well as by placing advertisements in industrial magazines and in the internet, a pool of 30 candidates was compiled. Our senior partners then assessed each one’s technical and financial capabilities. Seven suitable successors were presented to our client. Our senior partner supported and moderated the talks between the business owner and the potential successors.

Result

The sales process took about 18 moths from the mandate being issued until the contract was finally signed. We attach great value to close cooperation with our client’s accountant and banks. In order not to cause concern to employees and customers, all relevant activities were conducted with discretion and in utmost confidentiality.

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