M&A | joint ventures | PE

multidisciplinary consulting.

In individual teams assembled for a multidisciplinary approach, we assist our clients in all phases of purchasing and selling companies. 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 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 made up of IT due diligence with a professional analysis of existing infrastructure and a broad identification of integration and synergy potentials.

range of consulting services.

business valuation.
tax structuring.
contract drafting | contract negotiation.
joint venture.
post M&A | integration | family office services.
due diligence.

business valuation.

Valuation of companies by means of valuation methods recognized in the practice in the role of a consultant, neutral expert, or the mediating function of an arbitrator.

services.

  • 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
  • Phone +49 821-57058-0
    +49 152 03147298
  • Fax +49 821-57058-153
  • Email juergen.baur@sonntag-partner.de
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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
  • Phone +49 821-57058-0
    +49 172 8231475
  • Fax +49 821-57058-153
  • Email wolfgang.fratz@sonntag-partner.de
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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
  • Phone +49 821 57058-0
    +49 172 1533439
  • Fax +49 821 57058-153
  • Email thomas.rau@sonntag-partner.de
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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
  • Phone +49 821 57058-0
    +49 172 1533439
  • Fax +49 821 57058-153
  • Email thomas.rau@sonntag-partner.de
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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
  • Phone +49 821 57058-0
    +49 172 8695161
  • Fax +49 821 57058-153
  • E-mail konrad.kern@sonntag-partner.de
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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 asset and identification of any possible legal risks from the purchaser's perspective, or that of the seller.

services.

  • Corporate law
  • Commercial and economic law
  • Real estate law, private construction law, and tenancy law
  • Employment law
  • Distribution antitrust law
  • Public law and administrative law
  • Data protection/compliance
  • We assess additional legal areas in cooperation with allied law firms.
  • Preparation of a requirements list tailored to the target company
  • Finding, creating, and monitoring data rooms
  • Review of disclosed documents in all legal areas
  • Create a due diligence reportts

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