References

References

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Corporate
Transactions

Taking on new
perspectives

RechnerPfeil

Restructuring &
Reorganisation

Create
structures

Waage

Dispute &
Litigation

Recognize
patterns

Grafik

Strategic Value & Portfolio Management

Reflect
values

Corporate Transactions

Public Takeover

Independent Expert (OFAC clause) to Warwick Holding GmbH, an indirect wholly-owned subsidiary of funds advised by

in the course of the Public Take over of

 

Performed independent assessment regarding the occurrence of the closing condition “OFAC Sanctioned Party Compliance”

Fairness Opinion

Financial Advisor to

on a global assignment and co-development agreement with

 

Rendered fairness opinion services in connection with the transaction

Fairness Opinion

Financial Advisor to the management board of Telefónica Deutschland

Unternehmenstransaktion, Expertise, Fairness Opinion

on the carve-out and sale of wireless towers to Telxius Telecom S.A.

 

Rendered a Fairness Opinion and provided assistance to the project management office.

Fairness Opinion

dependent Valuation Expert to

on the proposed public tender offer by

 

Rendered fairness opinion services in connection with the proposed offer acc. to Belgian takeover law

Fairness Opinion

Financial Advisor to

on the acquisition of

Unternehmenstransaktionen, GAGFAH, ValueTrust, Partner

 

Rendered a fairness opinion in connection with the transaction

Fairness Opinion

Financial Advisor to

on the acquisition of

 

Rendered a fairness opinion in connection with the transaction

Fairness Opinion

Financial Advisor to

on the public tender offer by

 

Rendered a fairness opinion to executive and supervisory board in connection with the joint statement acc. to sec. 27 WpÜG

Fairness Opinion

Financial Advisor to

on the proposed restructuring of certain equity and debt instruments

 

Rendered a fairness opinion in connection with the recapitalization

Fairness Opinion

Financial Advisor to

on the acquisition of its remaining shares through Sun European Partners, LLP following the restructuring of its parent company

 

Rendered a fairness opinion in connection with the transaction

Fairness Opinion

Financial Advisor to

on the recapitalization of

 

Rendered a fairness opinion in connection with the transaction

Buy-Side Advisory

Financial Advisor to

SOSTNT Luxembourg S.à r.l.

on the acquisition ofshares in

 

Provided buy-side services in connection with the acquisition

Buy-Side Advisory

Financial Advisor to

Thursday Holding Ltd.

on the acquisition of 74.9% in

 

Provided buy-side services in connection with the acquisition

Buy-Side Advisory

Financial Advisor to

on the proposed acquisition of a Malaysian rubber company

 

Provided valuation services in connection with the proposed acquisition

Buy-Side Advisory

Financial Advisor to

on the acquisition of

 

Performed company valuation and due diligence services

Buy-Side Advisory

Financial Advisor to

on the acquisition of

 

Performed company valuation and due diligence services

Buy-Side Advisory

Financial Advisor to

an investor

on the acquisition of a share in

 

Performed business plan review and SPA advise

Buy-Side Advisory

Financial Advisor to

on the acquisition of Erdgas Westthüringen Beteiligungsgesellschaft mbH

 

Provided a fairness opinion in connection with the transaction

Buy-Side Advisory

Financial Advisor to

on proposed acquisitions within the renewable energy industry

 

Performed company and business plan analysis as well as valuation services

Domination and Profit or Loss Transfer Agreement

Financial Advisor to

on the DPLTA between Nidda Healthcare GmbH and STADA Arzneimittel AG

 

Performed IDW S1 valuation and determined reasonable bandwidths for the compensation and the recurring compensation payment

Valuation Opinion

Valuation expert to the management board of

on the acqusition of

1&1, Partner, Drillisch, ValueTrust, Unternehmenstransaktionen

 

Provided a valuation opinion in connection with the contribution in kind and assessed the appropriateness of the proposed exchange ratio

Domination Agreement

Financial Advisor to

on the domination agreement with

 

Performed an IDW S1 valuation and assessed the reasonableness of the determined compensation in TLG shares and the guaranteed dividend

Merger Valuation

Financial Advisor to

Nordenia Holdings AG, now Mondi

on the acquisition of

 

Performed an IDW S1 valuation and determined the cash compensation

Squeeze-out

Financial Advisor to

Concrete Holding I

on the squeeze-out of

 

Performed a valuation according to DVFA recommendations as well as IDW S 1 and determined the cash compensation

Domination Agreement

Financial Advisor to

Börse Stuttgart, Euwax, ValueTrust, Partner, Unternehmenstransaktionen

on the domination and profit transfer agreement with

 

Performed an IDW S1 valuation and determined the cash compensation

Domination Agreement

Financial Advisor to

on the domination and profit and loss transfer agreement with

SAG Beteiligungs GmbH

 

Advised the management in connection with the company valuation acc. to IDW S1 as well as with the preparation of the AGM

Squeeze-out

Financial Advisor to

on the acquisition of

 

Performed an IDW S1 valuation and determined the cash compensation

Impairment Testing

Financial Advisor to

on Impairment Testing processes and tools

 

Provided advice to the accounting department regarding Impairment Testing topics acc. to IFRS and HGB

JV Valuation & Purchase Price Allocation

Financial Advisor to

on the merger of their Orange UK and T-Mobile UK activities into a joint venture

Provided valuation services in connection with the transaction

JV Valuation & Purchase Price Allocation

Financial Advisor to

on the merger of their Orange UK and T-Mobile UK activities into a joint venture

 

Provided valuation services in connection with the transaction

Purchase Price Allocation and Impairment Testing

Financial Advisor to

on its purchase price allocation and its annual impairment testing process

 

Provided valuation services to the management of Hensoldt and developed and implemented impairment testing processes and tools

 

Impairment Testing

Financial Advisor to

on Impairment Testing processes and structures

Developed and implemented impairment testing process and tools

 

Purchase Price Allocation

Financial Advisor to

on various acquisitions

Provided valuation services in connection with the transaction

Minimum Value Certification

Financial Advisor to

on its acquisition of

Conducted formation audit in acc. with German Stock Corporation Act (AktG) and issued minimum value certification

Minimum Value Certification

Financial Advisor to

on its financial restructuring by way of insolvency plan as debtor in possession

Issued minimum value certifications for 31 legal entities

Domination and Profit or Loss Transfer Agreement

Financial Advisor to

on the DPLTA between Nidda Healthcare GmbH and STADA Arzneimittel AG

Performed IDW S1 valuation and determined reasonable bandwidths for the compensation and the recurring compensation payment

Impairment Testing

Financial Advisor to

on the Impairment Testingof several gas storages

Review of impairment testing processes and tools

Domination and Profit or Loss Transfer Agreement

Financial Advisor to

on the DPLTA between Nidda Healthcare GmbH and STADA Arzneimittel AG

Performed IDW S1 valuation and determined reasonable bandwidths for the compensation and the recurring compensation payment

Restructuring & Reorganisation

Financial Restructuring Valuation

Financial Advisor to

on its financial restructuring

 

Provided valuation services acc. to IDW S 1
in connection with Dept-to-Equity Swaps

Financial Restructuring Valuation

Financial Advisor to

on its financial restructuring by way of insolvency plan as debtor in possession

 

Performed valuation services acc. to
IDW S1 and DVFA

Financial Restructuring Valuation

Financial Advisor to

on its financial restructuring by way of insolvency plan as debtor in possession.

 

Provided valuation services in connection with a Debt-to-Equity Swap

Financial Restructuring Valuation

Financial Advisor to

on its financial restructuring by way of insolvency plan as debtor in possession.

 

Provided valuation services acc. to IDW S1 and required business planning in connection with a Debt-to-Equity Swap.

Financial Restructuring Valuation

Financial Advisor to

on the financial restructuring

 

Provided valuation services in connection with a Debt-to-Equity Swap

Financial Restructuring Valuation

Financial Advisor to

on the financial restructuring of

 

Provided valuation services in connection with the restructuring

Financial Restructuring Valuation

Financial Advisor to

Senior & Mezzanine Lending Committees

on the financial restructuring of

 

Provided valuation services in connection with the restructuring

Financial Restructuring Valuation

Financial Advisor to

the Mezzanine Lenders

on the financial restructuring of

 

Provided valuation services in connection with the restructuring

Financial Restructuring Valuation

Financial Advisor to

on its financial reorganization

 

Provided valuation services in connection with the reorganization

Carve-out Advisory

Lead Financial Advisor to

on the carve-out and the intended sale of the German tower business

 

Support of the project management office and coordination of the carve-out process

Carve-out Valuation

Financial Advisor to

on the carve-out of IVG’s Institutional Funds business and IVG’s Caverns business

 

Performed valuation services acc. to IDW S1 and DVFA

Carve-out Valuation

Financial Advisor to

on the spin-off of

 

Performed valuation services acc. to IDW S1

Tax Valuation

Financial Advisor to

on the acquisition of

 

Performed a valuation analysis to determine hidden reserves of selected group entities

Tax Valuation

Financial Advisor to

on the integration of German Schering-Plough entities

 

Provided valuation services acc. to IDW S1 in connection with the integration

Tax Valuation

Financial Advisor to

on a group internal transaction regarding

 

Performed valuation services acc. to IDW S1

Tax Valuation

Financial Advisor to

on its internal reorganization

 

Performed a company valuation acc. to IDW S1 for a subsidiary for tax purposes

Tax Valuation

Financial Advisor to

on the acquisition of

 

Performed valuation services for tax purposes

Dispute & Litigation

Squeeze-out Dispute

Financial Advisor to

leading international insurance company

on the legal challenge (Spruchverfahren) of the company valuation

 

Provided valuation and financial advice related to the dispute

Squeeze-out Dispute

Financial Advisor to

a leading international software company

on the legal challenge (Spruchverfahren) of the company valuation

 

Provided valuation and financial advice related to the dispute

Squeeze-out Dispute

Financial Advisor to

a leading international pharmaceutical company

on the legal challenge (Spruchverfahren) of the company valuation

 

Provided valuation and financial advice related to the dispute

Court-appointed Expert

Independent court-appointed expert to

a leading German retail bank

on the legal challenge (Spruchverfahren) of the valuation

 

Provided an independent view to the court regarding the valuation

Post-M&A Litigation

Financial Advisor to

a leading European power
transmission company

on a purchase price dispute

 

Provided economic analysis and valuation services in connection with the ICC arbitration proceedings

Party-related Expert Opinion

Financial Advisor to

a law firm

on a dispute with

 a regulator

 

Provided an expert opinion in connection with the determination of the cost of equity

Independent Expert

Financial Advisor to

a leading global semiconductor producer

on a purchase price dispute

 

 

Provided valuation and financial services related to the dispute

Court-appointed Expert

Independent court-appointed expert to

a leading global recycling company

on the legal challenge (Spruchverfahren) of the valuation

Provided an independent view to the court regarding the valuation

Strategic value & portfolio management

Carve-out Advisory

Lead Carve-out Advisor to

on the carve-out and sale of its Swiss tower business (Swiss Towers AG)

 

Assessed the feasibility of the transaction and provided project management services throughout the carve-out phase

Value Management

Financial Advisor to

on the assessment of its value-based management system and target setting

 

Reviewed the current value-based management system and target setting based on CFROI

Management Equity Program

Financial Advisor to

on the implementation of a MEP at

 

Performed valuation services for tax purposes

Strategic Value Analysis

Financial Advisor to

on the evaluation of strategic options regarding a joint venture

 

Performed company and business plan analysis as well as valuation services

Strategic Value Analysis

Financial Advisor to

on the evaluation of its strategic options regarding a business unit

 

Performed company and business plan analysis as well as valuation services

Cost of Capital Analysis

Financial Advisor to

on the optimization of the capital structure

 

Analysis of the implications of a potential special dividend on cost of capital, company rating and financial as well as solvency ratios

Value Management

Financial Advisor to

on the introduction of a new license management tool

 

Analysis, validation and implementation of a complex, inter-divisional license management tool

Cost of Capital Analysis

Independent expert to

on the conceptual derivation of the cost of capital with regard to

Provided financial advice related to the evaluation of strategic options