Financial Investors

Germany as a business location with its "hidden champions" is among the top locations for foreign direct investments and is therefore very attractive for foreign investors. The M&A market has been growing for years, and a corporate transaction (a purchase or sale of an entity) with financial investors has become a good alternative to finding strategic investors. The financial investors with whom we, as RSM, primarily cooperate are looking for long-term and sustainable investments. Financial investors offer entrepreneurs various investment models involving minority or majority shareholdings, and each is tailored to the specific situation. Particularly for owner-operated medium-sized companies, such buyers have become significantly more important for corporate successions.

Identifying, understanding and managing challenges and risks

Corporate mergers are very special and complex. Along with political uncertainties and bleak economic outlooks, the well-established structures owner-operated medium-sized companies have are only some of the challenges we have to deal with. Our core competencies are to manage and to unbundle owner-focused structures and to revamp their often limited reporting and controlling systems. As part of a corporate transaction, we develop pragmatic solutions that meet the requirements of a financial investor by taking the specific features of small-cap and medium-cap companies into account.

Professional preparation and good documentation are decisive

Our interdisciplinary teams of transaction advisors, auditors and tax advisors offer tailor-made solutions for achieving a sustainable enhancement in value. As an internationally operating network, RSM can assist you in cross-border transactions - your personal contact is there for you locally and coordinates any of our worldwide RSM teams that may be required.

Our services before and during a transaction:

  • Transaction consulting
  • Integrated financial models (financial modelling)
  • Pre-divestiture Readiness
  • Due diligence
  • Vendor assistance (fact book, vendor due diligence)
  • Distressed M&A
  • Support while negotiating a purchase contract
  • Closing account review

Our services after a successful transaction:

  • Working capital assistance (post close)
  • Allocating the purchase price (PPA)
  • Preparing or reviewing a covenant report
  • Giving support when integrating or optimizing reporting

Contact

Financial Investors