M&A | joint ventures | PE

multidisciplinary consulting.

In individual teams assembled for a multidisciplinary approach, we assist our clients in all phases of company transactions. We act for buyers and sellers in these transactions. We advise across specialties and with wide-ranging expertise in tax structuring, in the drafting and negotiation of contracts, and we will represent you in a potential post M&A dispute. We appraise companies, advise joint ventures, and develop the investment and cooperation agreements. Multidisciplinary expert teams take on pending due diligence reviews. They identify and analyze financial, tax, and legal risks. One area of emphasis, among others, is IT due diligence through our affiliate, S&P IT Solutions GmbH & Co. KG, with a professional analysis of existing infrastructures and a broad identification of integration and synergy potentials. After the transactions are completed, we provide support with integration.

range of consulting services.

company valuations.

tax structuring.

contract drafting | contract negotiation.

joint venture.

post M&A | integration | family office services.

due diligence.

company valuations.

Valuation of companies using valuation methods recognized in practice pursuant to IDW S1 in the role of a consultant, neutral expert, or the mediating function of an arbitrator.

services.

Preparing expert opinions for company valuations based on IDW S1
Conducting company valuations based on earnings value, DCF and multiplier methods
Review of submitted company valuations
Support in the preparation and documentation of company valuations
Fairness opinion within the framework of the purchase of a company

Jürgen Baur

Partner | Tax consultant

TO THE PROFILE

Joachim Mairock

Partner | Auditor, Tax consultant

TO THE PROFILE

tax structuring.

Planning and structuring transactions.

services.

Development of tax efficient transaction structures
Exit planning
Tax efficient contract drafting
Conception of investment structures
Securing tax efficient financing
Optimizing the withholding tax burden and avoiding multiple taxation

Wolfgang Fratz

Partner | Auditor, Tax consultant

TO THE PROFILE

contract drafting | contract negotiation.

Drafting and negotiating purchase and other contracts for successful transactions.

services.

Confidentiality agreements
Letters of intent (LOIs) and memorandum of understanding
Term sheets
Contract drafting
Managing and assisting with contract handling
Assisting with the notarial recording
Post-signing process

Dr. Thomas Rau

Partner | Lawyer

TO THE PROFILE

joint venture.

Consulting for, and drafting cooperation agreements and joint ventures.

services.

Investment approach
Cooperation agreements
Equity joint-venture
Shareholder agreements | Partnership agreements

Dr. Thomas Rau

Partner | Lawyer

TO THE PROFILE

post M&A | integration | family office services.

If expectations are not met subsequent to the purchase of a company, conflicts can arise. A legal review of the M&A procedure establishes an important strategic means for achieving the company objectives, both for the purchaser and also the seller.

Services.

Generate an effective defense strategy
Clear communications strategy to avoid potential unjustified damage to the company image
Securing and documenting the information provided and documents submitted to the purchaser
Neutral analysis and finding options for achieving objectives
Evaluate the state of the purchased asset (post-closing due diligence)
Carrying the results over into a dispute

Dr. Konrad Kern

Partner | Lawyer

TO THE PROFILE

due diligence.

Financial, tax, legal, and IT due diligence reviews from a multidisciplinary approach.

legal due diligence.

tax due diligence.

financial due diligence.

it due diligence.

legal due diligence.

Analysis of the legal framework of the target company/assets and identification of any possible legal risks from the purchaser's perspective, or that of the seller.