Success stories
References are important. Confidentiality and integrity are just as important!
Perhaps you know me from recommendations from my business partners or current or former customers.
I attach great importance to discretion and carefully guard client and project data.
A few examples of my work and my performance in specific transactions can be found below, anonymously. If you, as an insider, think you can guess one or two of these transactions, I congratulate you on your market transparency, but that's fine for my clients and for me.
Get to know me personally! The initial consultation is, of course, free and non-binding!
Electronics segment lamps/lights
Total output € 11 million, 60 employees (part-time, full-time)
Restructuring in the stage of the earnings crisis
- Quick check according to creditor requirements (no IDW S6) with crisis cause analysis, comprehensive package of measures for recovery, solvency assessment & planning
- Supporting management in self-restructuring
- ongoing 15-week liquidity controlling
- Development of early warning system
- Industry benchmarking for realignment
Success: Liquidity stabilization and healthy downsizing with multiplication of EBIT(DA) in a few months.
M&A - Authorised Car Dealer
Sales €6 million, 20 employees
Support for the strategic investor (buy-side)
- Research of potential transaction objects across the entire network and all relevant M&A databases and
-Portals - Examination of acquisition options, due diligence (financial and market), company valuation
- Business plan for takeover, scenarios, suitable optimal purchase price structuring for sustainable stability
- Bank discussions, financing structuring, liquidity management
Success: Integration into the logistics/automotive group with leveraging synergies, successful continuation via business plan in a difficult industry with transformation requirements.
Succession - SHK Heating/Plumbing
Total output € 4 million, < 30 employees
Regular succession plan
- Structured sales process
- anonymous short profile, info memo, financial model and company valuation
- Comprehensive approach to prospective buyers via all channels (network, MBI, all relevant M&A portals, direct contact, etc.)
- Selection/narrowing of the circle of interested parties to match the succession concept
- M&A consulting and sales strategy, data room and due diligence, purchase agreement negotiations
Success: Sale to strategic investor, rental of commercial property, retention of jobs, continued employment of family members as desired.
M&A - Industrial Door Construction
Sales € 0.3 million, 2 employees
Are you thinking, "...so small..."? That's a mistake. Read on!
Sale of the company due to family reasons
- Structured sales process
- Creation of an anonymous short profile, comprehensive approach to interested parties via all channels (network, MBI, all relevant M&A portals, etc.)
- M&A consulting, company valuation and sales strategy, data room and due diligence, purchase agreement negotiations (asset deal)
Success: The micro-enterprise was sold in an excellent deal to a national market leader (turnover < 1 billion,
MA < 5000) sold.
M&A - Logistics/Automotive Group
Sales € 10 million, < 50 employees
Buy-and-build-Strategie
- The aim is to realize synergies and/or economies of scale in lucrative niches of logistics
- Buyer support (buy side) by
a) structured search process for suitable acquisition companies (targets)
b) viable financing concept and acquisition of funds (subsidized loans, mezzanine, leasing, factoring, etc.) for acquisition project or group - M&A consulting, due diligence, financial modeling, purchase agreement negotiations (specific topics)
Success: Initial acquisitions have been completed. Integrations are underway. Financing has been and is being raised.
High-tech company in BW is sold twice / Sales €2 billion, 8,000 employees
Fill yourself a good glass of red wine,
if you read the recommended articles!
There's no such thing as selling twice? Yes, there is! Let's research the article "Terribly Nice Investors" from the Financial Times Deutschland of December 3, 2007. (Unfortunately, there are only indirect sources and a book on the subject, as the Financial Times D was discontinued in 2012.)
role: Consortium management of the banking group, risk management, loan collateral management
Success: risk-adequate protection of the banking consortium, repatriation agreement without endangering the group of companies due to chaos caused by investors!
Restructuring consulting for bakery HE
Sales > €4 million, 90 employees (part-time, full-time)
IDW S6 - Restructuring Report,
Restructuring implementation, crisis communication
among others
- Comprehensive and in-depth restructuring concept, IDW S6 - report
- operational restructuring by industry specialists
- Optimization of the financing structure and restructuring financing
- Tightest liquidity management and action controlling
- Reporting to relevant stakeholders
Success: Recovery and lasting stability after about 4 months and, despite the sudden Covid pandemic situation, stable development to date.
Restructuring consulting for automotive metal (Tier 3), turnover € 1 million, 10 employees
Restructuring support, crisis communication
among others
- chronically very critical liquidity weakness
- interchangeable supplier of simple parts for Tier 1 and Tier 2 without market power
- very extensive advice on working capital management and liquidity control
- gradual reduction of high debt
- silent and gradual liquidation
Success: Complete repayment of the high debt and securing the owner's retirement after the business closure.
Successor wholesale construction metals
Sales > 10 million, > 30 employees
Classic company succession (advice to sellers, sell side), full process
- Emergency plan for management failure
- Structured succession concept
- Teaser and detailed company profile
- Structured approach to investors, MBI, competitors, network (absolutely silent implementation, anonymity always fully maintained, even market insiders had no clue, even from rumors)
- Due diligence with a narrow selection of prospective buyers and contract negotiations
Success: Successful closing with advantageous, innovative transitional arrangements for the desired, deferred implementation!
Crafts carpentry (sole proprietor)
Sales € 1 million, < 10 employees
Company valuation IDW S1
- Development of a planning scenario adapted to the (low) complexity of the company
- Valuation of the company in a continuation perspective with a package of measures for a potential successor
- Alternative scenario with liquidation with valuation and implementation plan
Success: Decision support in the succession process with sensible liquidation as the best option for the owner's retirement.
M&A - Logistics MBI
Sales > € 3 million, < 20 employees
MBI purchase: Buyer support (buy-side)
- Research of potential transaction objects across the entire network and all relevant M&A databases and portals
- Examination of acquisition options, due diligence (financial and market), company valuation
- Business plan for takeover, scenarios, suitable optimal purchase price structuring for sustainable stability
- Bank discussions, financing structuring, liquidity management
Success: Logistics company in lucrative niche remains extremely stable and profitable even in a difficult economic environment.
M&A - Electronics PCB Manufacturer
Sales < € 5 million, approx. 30 employees
Asset Deal: Purchase from insolvency
- Accompanying the buyer (buy-side mandate)
- Financial due diligence, review of economically relevant documents for purchase price structuring
- Package of measures for stabilization under the new framework conditions and after insolvency
- Financial model for financing needs in different scenarios and parameters for the robustness of the new business model
Success: A legally and financially viable, risk-adequate structure for the transaction.
RenovationSecurity service provider
Sales > € 1 million, 10 employees
Classic renovation
among others
- Concentration on core business, divestment of secondary activities
- Improvement of order quality (individual order volumes, margin)
- Sale of non-operating assets
- Liquidity-relieving debt restructuring and loan repayments
- Crisis communication in financing banks
Success: Restructuring without additional credit with sustainable and significant recovery!
Renovation of the BW bakery
Sales € 6 million, 100 employees (part-time, full-time)
IDW S6 – Restructuring reports, liquidity management, branch controlling
- Comprehensive, in-depth restructuring concept, IDW S6 - report
- Tightest liquidity management
- Establishment of effective and efficient branch controlling
- Optimization of the financing structure across the holding/operating companies and restructuring financing
- Handover to industry consultant colleagues
Success: Securing one's livelihood during (the aftermath of) the pandemic with prior, massive jump investment!
M&A - Electronics niche provider
Sales € 5 million, approx. 40 employees
Asset Deal - Purchase from insolvency
- Accompanying the buyer (buy-side mandate)
- Financial due diligence, review of economically relevant documents for purchase price structuring
- Package of measures for stabilization under the new framework conditions and after insolvency
- Financial model for financing needs in different scenarios and parameters for the robustness of the new business model
Success: Complex financial package consisting of many components to finance the transaction.
Bakery companyhmensgruppe BW
Sales €10 million, 100 employees (part-time, full-time)
Expert examination of reasons for insolvency
- Over-indebtedness can be ruled out without a doubt
- Independent audit of liquidity status as of the balance sheet date for audit of the annual financial statements and certainty of action for creditors
Success: Security of action for the relevant addressees and stakeholders, securing the existence of the company and the owner family!
Restructuring metal traders
Sales > € 15 million, 20 employees
Stakeholder communication in tense
economic situation
- Fully integrated corporate planning with a package of measures
- Unobtrusive implementation support and action controlling in the background
- Quarterly reporting actual/target and action reporting
- Communication with banks and credit insurance companies in particular
SuccessDespite challenging conditions at times, all credit lines were kept open and increased seasonally. The company is now highly profitable again!
Bakery companyhmensgruppe BW
Sales €10 million, 100 employees (part-time, full-time)
Expert examination of reasons for insolvency
- Over-indebtedness can be ruled out without a doubt
- Independent audit of liquidity status as of the balance sheet date for audit of the annual financial statements and certainty of action for creditors
Success: Security of action for the relevant addressees and stakeholders, securing the existence of the company and the owner family!
Building material dealer
Sales > € 10 million, 30 employees
Silent corporate reorganization / restructuring
- Supporting a restructuring driven by the managing directors
- Restructuring concept with fully integrated corporate planning and detailed package of measures
- Reorientation of the business model
- Credit-oriented sales concept for profitable growth
- Crisis communication with banks and credit insurers, who together with the shareholder family financed the concept
Success: Despite an initially very strained earnings situation, external financing was secured, and the company has been sustainably and significantly restructured!
Electronics group
Sales > € 10 million, < 80 employees (part-time, full-time)
Buy-and-build-Strategie
- The aim is to realize synergies and economies of scale in a future market
- Buyer support (buy side) by
a) structured search process for suitable acquisition companies (targets)
b) Conception and acquisition of financing (senior, mezzanine, leasing, factoring, etc.) for acquisition project or group - M&A consulting, due diligence, financial modeling during acquisition closing
Success: The first acquisitions have been completed. Integration of newer acquisitions is underway. Financing has been and is being raised!