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.

services.

  • Corporate law
  • Commercial law
  • Real estate law, private construction law, and tenancy law
  • Employment law
  • IP/IT law
  • Distribution antitrust law
  • Public law and administrative law
  • Data protection/compliance
  • We also cover other areas of law in cooperation with allied law firms.
  • Due diligence request list tailored to the target company/assets
  • Compilation and monitoring of data rooms
  • Drafting an extensive/red flag due diligence report

Dr. Konrad Kern
  • Partner | Lawyer
TO THE PROFILE

Wir verzahnen wirtschaftliche, steuerliche und rechtliche Aspekte und beraten fachübergreifend und auf Augenhöhe.

Wir begleiten große Familienvermögen, um langfristige Werte über Generationen zu bewahren.

Wir bieten maßgeschneiderte, praktikable Lösungen zu IT-Compliance, Digitalisierung und IT-Projektmanagement.

Wir bringen die Steuerberatung in das 21. Jahrhundert. Digital, modern, medienbruchfrei und am Puls der Zeit.

Wir beraten, bewerten und prüfen – national, aber auch international als unabhängiger MOORE-Netzwerkpartner.

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