M&A
Advisory
Transactions need a secure foundation. Crucial to both buyers and sellers: taking prompt, targeted action and having a direct line to decision makers.
IDENTIFY, CONTACT,
BUY
With over 200 international sell-side and buy-side transactions totalling in excess of 25 billion euros, goetzpartners is one of the most successful mid-market M&A firms. We leverage our sector expertise, network of contacts and many years of M&A experience into creating value for buy-side stakeholders. Alongside carving out the best possible position for buyers in the transaction process, goetzpartners services include efficient process execution, strategic valuation analysis, advice on financing, and support and coordination through the entire buy-side process.
Our expertise for buy-side transactions:
- Strong market and industry expertise, including deep-dive market analysis
- Identification of suitable target companies as per investment criteria
- Development of a targeted communication and positioning strategy
- Advice on carve-out transactions, also international transactions
- Support with coordination of due diligence providers, with preparation of business plans and company valuations
- Advice on acquisition and refinancing, including modeling
GAIN THE
OPTIMUM
goetzpartners represents the interests of companies from all key industries all over the world. With over twenty years of experience, we think like entrepreneurs and have direct access to the decision makers that matter – all this and more forms the basis for our extraordinary success. goetzpartners has talented people with years of expertise in every element of the process – from bilateral talks to vendor-optimized auctioning. The outcome: we can provide our clients with definite advantage in sell-side transactions that serve to optimize value or ensure long-term security, even in challenging situations.
Our expertise for sell-side transactions:
- Best possible tactical preparation and execution of the sales process
- Prompt preparation of documents and coordination of vendor due diligence advisers
- In-depth sector expertise ensures potential buyers are identified quickly
- Wide range of investors can be approached owing to international presence and strong network of contacts
- Optimization of financial and structural terms of sale
- Extensive expertise in carve-outs, especially for complex, international structures
- goetzpartners approaches potential financial backers though “lender education” and obtains term sheets
PERFECT
MATCHMAKING
goetzpartners has many years of experience in preparing, initiating and executing mergers and Joint Ventures. We know how stakeholders need to design the strategy, business model and organization of their JV in order to derive maximum value. Our customers have an experienced partner at their side to navigate and resolve the challenging issues of governance, leadership and risk. Each joint venture has to be crafted such that the objectives of its stakeholders are met. This takes relevant technical expertise – but also familiarity with the sector in which the venture will be operating.
Our expertise for Joint Ventures:
- Independent advisory for all types of planned Joint Ventures
- Joint Ventures initiation and execution
- Performance-optimized design of each Joint Ventures
- Specialist knowledge in all key areas, including valuation, advice on corporate governance and structuring
goetzpartners’ team has been pivotal to structure the operation and assist us in negotiating our partnership while following the right momentum. Throughout the process, goetzpartners has demonstrated outstanding commitment to the transaction and to the company’s interests.
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Latest Transactions
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Oct 2019
(value not disclosed)goetzpartners advised Ardian on theACQUISITIONof Saal Digital -
Sep 2019
(value not disclosed)goetzpartners advised HRS Group on theREFINANCINGof its debt via a syndicated loan facility including an acquisition financing -
Aug 2019
(value not disclosed)goetzpartners advised Büll Family Office on itsACQUISITIONof Mister Spex -
Aug 2019
(value not disclosed)goetzpartners advised Paragon Partners on theSALEof dtms to net group Beteiligungen with M&A and Debt Advisory Services -
Jul 2019
€ 15.000.000goetzpartners was mandated by Vivoryon Therapeutics AG forSTRATEGIC ADVICEon the option agreement and equity commitment for its lead compound to MorphoSys AG -
May 2019
(value not disclosed)goetzpartners advised the shareholders on theSALEof Vibalogics GmbH to Ampersand Capital Partners -
Apr 2019
(value not disclosed)goetzpartners advised MSX International (Bain Capital) on theACQUISITIONof a stake in MCON Group AG -
Mar 2019
(value not disclosed)goetzpartners advised HQ Equita on theACQUISITIONof EBERTLANG from Beyond Capital Partners and its founding shareholders
GOETZPARTNERS ADVISED ARDIAN ON ITS ACQUISITION OF SAAL DIGITAL
oetzpartners advised Ardian, a world-leading private investment house, on the acquisition of Saal Digital, one of the leading manufacturers of high-end photo products. Together with Ardian, the company wants to expand its business activities and thus realize its significant growth potential. The previous shareholders Nordwind Capital and the Saal family will continue to hold a substantial stake in the company and have reinvested on a significant scale in the course of the transaction. Florian Stellwag and Robin Saal will continue to head business development as members of the management team together with Reinhard Saal and Tim Saal. Read more
GOETZPARTNERS SUCCESSFULLY ACTED AS DEBT ADVISOR TO HRS GROUP ON THE ARRANGEMENT AND STRUCTURING OF ITS FIRST-TIME SYNDICATED LOAN
goetzpartners advised the family-owned HRS Group, a leading hotel booking platform and the leading business process outsourcing partner for Fortune 500 companies, on the arrangement and structuring of its first-time syndicated loan financing. The syndicated loan secured HRS Group’s long-term working capital financing, a substantial add-on acquisition and a hunting line.
We provided key support during the transaction process by structuring the financing concept and administrating a competitive financing process, creating all relevant marketing documents, structuring and arranging the syndicated loan financing. By our services, HRS was able to achieve optimal financing conditions and to outperform on set financing targets. Read more
GOETZPARTNERS ADVISED BÜLL FAMILY OFFICE ON ITS INVESTMENT IN MISTER SPEX
goetzpartners advised the Büll Family Office on its investment in Mister Spex, the leading European online retailer of spectacles and optics services. This investment was part of a financing round of EUR 65 million, led by the Büll Family Office.
The proceeds from the financing round will be used to drive Mister Spex’ store expansion and internationalisation strategy as well as to increase supply chain and logistics capabilities.
“Our success in the previous year shows how our business model has changed the industry”, said Dirk Graber, founder and Managing Director of Mister Spex. “With the support of this financing round we will further strengthen our growth. We have identified three investment areas: store expansion, internationalization and logistics. With the Büll Family Office we have found a strong partner, specialized in the retail segment, to accelerate our expansion strategy.” Read more
GOETZPARTNERS ADVISED PARAGON PARTNERS ON THE SALE OF LEADING AI ENABLED OMNI-CHANNEL CUSTOMER CARE SOLUTIONS PROVIDER DTMS
goetzpartners advised PARAGON PARTNERS in a dual track on the sale (incl. comprehensive lender education and recapitalisation process) of its portfolio company DTMS GMBH to NET GROUP BETEILIGUNGEN GMBH & CO. KG. This transaction successfully creates the No. 2 in the respective contact-center market segment. Founded in 1998, DTMS has successfully established its position as the largest network-independent, omni-channel provider of AI-enabled customer contact-center solutions in the German-speaking market. The business offers value-added services, an event routing software platform and an AI-based fully automated response system for customer interactions. Read more |
GOETZPARTNERS ADVISED VIVORYON THERAPEUTICS AG ON THE OPTION AGREEMENT AND EQUITY COMMITMENT FOR ITS LEAD COMPOUND TO MORPHOSYS AG
VIVORYON THERAPEUTICS AG, the Germany-based clinical stage precision medicine company focused on novel therapies for age-related diseases, mandated goetzpartners as exclusive advisor on the option agreement of its small molecule inhibitors to MorphoSys AG, the clinical-stage biopharmaceutical company focused on the development of antibodies.
MorphoSys obtained an exclusive and worldwide option to license VIVORYON's small molecule QPCTL inhibitors in the field of oncology, including its lead compound PQ912. In exchange, MorphoSys has committed to investing up to EUR 15,000,000 in a minority stake in VIVORYON THERAPEUTICS as part of a capital raise planned for later this year. If MorphoSys chooses to exercise the option, VIVORYON THERAPEUTICS will further receive an option fee and is eligible for milestone payments and royalties. Read more
GOETZPARTNERS ADVISED THE SHAREHOLDERS ON THE SALE OF VIBALOGICS TO AMPERSAND CAPITAL PARTNERS
goetzpartners was mandated as exclusive M&A advisor on the sale of VIBALOGICS, a rapidly growing CDMO offering GMP-compliant manufacturing and development services for the international biopharmaceutical industry, to the US-based private equity firm Ampersand Capital Partners.
VIBALOGICS offers process development, manufacturing and fill & finish of products for biopharmaceutical companies involved in the development of oncolytic viral therapies, gene therapies, and vaccines. With a specific focus on viruses, live bacteria, and aseptic processing, the Company’s 50 employees work in full compliance with international GMP standards in a BSL-2 classified state-of-the-art, 27,000 sq. ft. facility in Cuxhaven, Germany. Read more
GOETZPARTNERS ADVISED MSX INTERNATIONAL ON ITS STRATEGIC INVESTMENT IN MCON GROUP AG
goetzpartners advised MSXI International ("MSXI") - a leading technology enabled business process outsourcing company that provides technology-based services to enterprises in more than 80 countries - on the strategic investment in the Germany-based MCON Group, a multinational digital professional and managed services organization. With this investment, MSXI strengthens its digitalization strategy and further expands its spectrum of capabilities in digital technologies and its focus for long-term growth and footprint expansion in China. MSXI and MCON are also committed on creating new solutions that will offer forward-thinking products and services to the automotive industry worldwide. Read more
GOETZPARTNERS WAS MANDATED BY HQ EQUITA FOR THE SUCCESSFUL ACQUISITION OF EBERTLANG USING ITS TRANSACTION ADVISORY SERVICES: M&A, DEBT ADVISORY & CDD SERVICES
HQ Equita, the Germany-based direct investment company of HQ Capital, mandated goetzpartners with M&A, Debt Advisory and CDD services on the acquisition of a majority interest in EBERTLANG, a leading value-added software distribution player, from Beyond Capital Partners and the company's founders.
Based in Wetzlar, Germany, EBERTLANG is one of the leading value-added distributors of infrastructure software for small and mid-sized companies in German-speaking Europe. The company provides software solutions for email archiving, back-up, IT-security, service automation and continuity, and also offers comprehensive training, consulting and service support to both partners and software vendors. Read more
PUBLICATION
Paving your path through Post-Merger Integration
The significance of continuous long-term restructuring activities is increasing again, especially in the context of persistent economic uncertainty. The problem is that within the company, these activities are frequently neither systematically established nor rigorously pursued. Instead of controlling the progress of measures actively, the organization simply reacts to events.
Wie kann man sich den Weg durch Post-Merger-Integrationen bahnen und welche Vorteile ergeben sich durch einen umfassenden, professionell geführten Ansatz? Welche Schritte sind nötig, um Organisationen wieder wettbewerbsfähig zu machen, und welche Dimensionen werden wann und wie am besten bearbeitet?
Have a read!
Mergers & Acquisitions in China and Europe: 6 ways to make cross-border M&As a success
Chinese investors are as much on the lookout for profitable projects in Europe as European investors are in China. However, this can often involve risks. Six tips for Chinese and European companies to make sure everything goes smoothly.
We explore this issue in our online magazine Transformation Beats. The magazine reports on digital business models in practice: entrepreneurs, CxOs and managers experience live how changes are initiated and taken into action.
Contact
Christian Muthler
Managing Director
Corporate Finance
Industrials & Automotive
Ivo Polten
Managing Director
Corporate Finance
Industrials & IT Services
Serge Prager
Managing Director
Corporate Finance
Head of France
Milan Saric
Managing Director
Corporate Finance
TMT, Carve-out situations
