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 totaling in excess of 15 billion euros in the last decade alone, 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

 

Our sector expertise

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

 

Our sector expertise

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  

Our sector expertise

»

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.

«

Frédéric Bedin
Chairman of the Executive Board
HOPSCOTCH Groupe

Latest transactions

goetzpartners advised IK Investment Partners on its acquisition of Bahr Modultechnik GmbH

goetzpartners advised IK Investment Partners ("IK") on its acquisition of Bahr Modultechnik GmbH ("Bahr"), a leading manufacturer of modular positioning systems.

Founded in 1990 by the brothers Frank and Dirk Bahr, Bahr is an expert partner for sophisticated and practice-oriented customized linear technology, which is sold in more than 20 countries throughout the world. Accurate and robust positioning systems are required in a wide variety of industries from mechanical engineering to medical technology.

"We are delighted to be working with the management team to build on the great achievements of the Bahr family, who has successfully established Bahr as one of the most innovative industrial companies for linear positioning systems", says Nils Pohlmann, Partner at IK Investment Partners and advisor to the IK Small Cap II.

IK has retained goetzpartners as exclusive financial advisor. This transaction represents the third successful transaction within 12 months in which goetzpartners acted as the exclusive financial advisor to IK. It underlines our swift transaction execution as buy-side M&A advisor and our expertise in the industrial sector. Read more

 

 

 

goetzpartners advised the shareholders of JuwelKerze on the sale of a majority to GALA Kerzen (Equistone)

goetzpartners advised the shareholders of JuwelKerze JewelCandle GmbH (“JuwelKerze” or “The Company”), a strongly positioned social media & influencer marketing platform for premium scented candles with jewellery, on the sale of a majority stake to GALA Kerzen group ("GALA Kerzen"), a portfolio company of Equistone Partners Europe (“Equistone”), one of Europe’s leading mid-market private equity investors.

GALA Kerzen is one of the leading candle manufacturers with headquarters in Germany, producing and selling candles around the world for over 40 years. GALA has two manufacturing sites, one at its headquarters in Wörnitz, Germany, which specialises in highly automated, large volume orders and a second site in Sopron, Hungary, fulfilling the business’ packaging and labour intensive orders. Following the acquisition by funds managed by Equistone in 2016, GALA Kerzen recently announced the acquisition of a majority stake in Ramesh Flowers, an Indian manufacturer and exporter of potpourri, air fresheners, incense sticks, candles and decorative products, as part of its currently pursued inorganic growth strategy. Read more
 

goetzpartners advised OMAT Ltd. on the sale of its technology to Siemens Industry Software Ltd.

goetzpartners advised Israel-based OMAT Ltd. (“OMAT” or “The Company”), a developer and supplier of technologically leading process control software solutions, on the sale of the Company's technology to Israel-based Siemens Industry Software Ltd., a subsidiary of Siemens AG.

Via the transaction, Siemens Digital Factory plans to take over products of OMAT, the supplier of software solutions for adaptive spindle feed control, improvement of tool life cycles and vibration analysis of spindles for the use with CNC controls. The software solutions offered by the Company focus on optimizing the spindle feed during machine operation. These solutions from OMAT, headquartered in Jerusalem, will provide a significant addition to the Siemens CNC software portfolio for Sinumerik and further strengthen Siemens’ position as a leading supplier of CNC controls mainly in the field of digitalization. Read more

 

goetzpartners advised the shareholders of Solaris on the sale to CAF

goetzpartners advised the Olszewski family, the 100% shareholders of Poland-based Solaris Bus & Coach S.A. (“Solaris” or “The Company”), a leading European manufacturer of innovative city and intercity buses, on the sale of the Company to Spain-based Construcciones y Auxiliar de Ferrocarriles, S.A. ("CAF"), a publicly-listed turnkey solutions provider for the railway industry, covering all rolling stock segments including high speed, regional, commuter, metros and trams.

Via the acquisition of Solaris, CAF will broaden its already extensive range of products enabling it to meet the current and future needs in urban transportation, particularly in e-mobility and multimodal door-to-door solutions. In 2017, Solaris delivered 1,397 buses, including conventional models (diesel and CNG) as well as a growing number of e-mobility vehicles, where it offers the widest available range of solutions including hybrid, battery, hydrogen fuel cell-powered and trolleybuses. Consequently, CAF will become one of the market leaders in the bus segment. Read more

 

BHF-Bank

Acquisition of the German BHF-Bank by the Belgian investment group RHJ International

Case:

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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?

Read more

Medisorb

 

International investor found for family-run pharmaceutical company – Medisorb becomes Russia's largest maker of generic drugs

Case:

More on this project

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.

READ ARTICLE


Contact

 Christian Muthler

Christian Muthler Managing Director
Corporate Finance
Industrials & Automotive

 Ivo Polten

Ivo Polten Managing Director
Corporate Finance
Industrials & IT Services

 Serge Prager

Serge Prager Managing Director
Corporate Finance
Head of France

 Milan Saric

Milan Saric Managing Director
Corporate Finance
TMT, Carve-out situations