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
Der Erfolg spricht für uns. Seit über 10 Jahren sind namhafte Kunden aus den verschiedensten Branchen von ValueTrust überzeugt: Sie vertrauen uns und unserem lösungsorientierten, unabhängigen und partnerschaftlichen Handeln.
Unternehmens-
transaktionen
Neue
Perspektiven
einnehmen
Restrukturierung &
Reorganisation
Strukturen
schaffen
Gerichts- &
Schiedsverfahren
Muster
erkennen
Strategisches Wert- &
Portfoliomanagement
Werte
reflektieren
Unternehmenstransaktionen
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
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
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
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
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
Restrukturierung & 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
Gerichts- & Schiedsverfahren
Strategisches Wert- & Portfoliomanagement
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
