Equity Financing

Equity Financing and capital market transactions enable corporate growth. But these instruments must be configured appropriately – in each individual case. We know which instrument is the optimal fit for growth targets and which partners deliver additional added Value. With this goal in mind, we search for the optimal combination of conditions, amount of funds, price and profile of the investor for our clients. This is optimized in a competitive process – that’s what we’re aiming for. In this way, we match each client with the investors who are a perfect fit for their specific growth objectives.

Equity Financing / Growth Financing

When looking for equity, there is a wide range of options, be it real equity, a silent partnership or a profit participation certificate. Each of these forms of financing has advantages and disadvantages. That is where we come in. We advise our clients on the appropriate financing forms and find the right equity partner (venture capital funds, private equity, pension funds, foundations or even family offices) who support the company’s growth with the same Passion as we do ourselves.

Capital Market Transactions

Often financing via the capital market is the right choice. We advise on the opportunity of this market and bring in our proven network of research, advisors and syndicate banks. In this way, each of our clients receives transparency and can thus make an informed safe decision on the capital market.

A high value-add transaction requires reliability and Passion for Value:

Structure of the Financial Model

How will the company develop in the coming years? For this purpose, we analyze, optimize and model the business model on the basis of many years of knowledge of the market. In addition to sales, margin, cost structure, and debt and equity structure, our analysis also takes into account future liquidity requirements. Thus, the financial model is the necessary information base for investors to assess the investment potential and derive the valuation.

Design of the Capital Structure

Through our day-to-day consulting on equity and debt financing, we understand institutional lender requirements, funding availability and pricing. With this knowledge, we determine the optimal scope and type of financing to achieve – and at best exceed – corporate goals. We are happy to combine an M&A transaction with our Debt Advisory and offer both services in close interaction.

Preparation of an Investment Memorandum

In the investment memorandum, we draw a precise picture of the company – of its financial requirements, competitive environment and future opportunities. Based on this, we provide a compelling rationale for investing in the company by clearly identifying the deal Value for investors – the potential for above-average, long-term investment returns that we are passionate about sharing with our client.

Targeting Institutional Investors

Through our network, we bring our clients together with investors who match the respective profile, who want to contribute the required capital and support the business development with commitment.

Preparation of the Issuer Presentation

We develop an issuer presentation that is tailored to our client’s company and its needs, while convincingly addressing the issues most important to investors.

Benchmarking

Medium-sized transactions are generally not open to public scrutiny. How do you find out if appropriate, attractive prices and conditions are being offered for a company? We draw on our extensive library of conditions for transactions around the world. This enables us to make a well-founded assessment of the offers received – and brings transparency and security to the selection process for our client.

Transactions in this area

  • Ineratec

    $129m Series B Growth Financing

    M&A Advisor for Ineratec

    DE / US / CH / KR

  • ADAC

    Strategic investment in Nui Care

    M&A Advisor for ADAC

    DE

  • Twinner

    Series b growth financing round

    M&A Advisor for Twinner

    DE

  • unu

    Growth financing from Singapore investor

    M&A Advisor for unu

    DE / SG

  • Synapticon

    Series c funding round

    M&A Advisor for Synapticon

    DE

  • GoTo Mobility

    Growth financing from 166 2nd Financial Services

    M&A Advisor for GoTo Mobility

    IL / US

  • Magazino

    Capital increase by Körber, Cellcom, Zalando and Fiege

    M&A Advisor for Magazino

    DE

  • Mercateo

    Capital increase by BIP Investment Partners

    M&A Advisor for Mercateo

    DE / LU

  • DCi Digital Car Institute

    a subsidiary of APi

    Initial funding by ibg

    M&A Advisor for DCi

    DE

  • Kiwigrid

    Capital increase through AQTON, innogy and LG

    M&A Advisor for Kiwigrid

    DE

  • nextbike

    Capital increase by Co-Investor

    M&A Advisor for nextbike

    DE

  • Closed

    Capital increase durch GENUI

    M&A Advisor for Closed

    DE

Our specialists in this area