References
A cross-section of recent years – anonymised, but with the numbers and structures that matter. From a EUR 100m-plus quarter financing in Hamburg to a medtech carve-out.
Real estate
Here you will find a selection of our advisory and marketing mandates. If you have any further questions, please contact us directly. Development finance, standing asset sales, forward deals and acquisitions – usually off-market, always with a defined buyer or lender universe.
Mixed-use quarter with office, residential, senior living, medical centre and gastronomy. Implementation required financing of 70 % of total costs (LTC). To present this structure, we bundled the senior loan, a mezzanine tranche and family-office equity so that the entire construction period is covered – including an interest reserve for a twelve-month construction delay.
Sale of a central standing asset through a structured, discreet marketing process. By approaching existing investor contacts in a targeted way, we enabled a short due-diligence process and achieved a purchase price above the initial market estimate.
Quarter development on a former industrial site in NRW: five-storey office building, warehouse, 90 parking spaces in a mixed-use quarter with residential, gastronomy, commercial/atelier units and daycare. Total investment costs around EUR 60m, expected margin after completion and letting approx. 17 %.
M&A and corporate finance
Here you will find a selection of our advisory and marketing mandates. If you have any further questions, please contact us directly. Succession, bolt-ons, carve-outs, bonds: mandates where the asset is not what changes hands, but the company behind it or its funding.
Advisory on the carve-out of a non-strategic high-tech business segment of a Dutch medtech group and its disposal to an investment company. We accompanied the transaction from the delineation of the business segment through valuation to successful closing. Enterprise value approx. EUR 35m.
Advisory on the succession of a regional market leader in metal processing (stainless steel, surface technology, medtech) in Switzerland with more than 100 employees and around CHF 42m revenue at a sales margin of more than 15 %. Sale to a strategic buyer including transition support by the former shareholder.
Acquisition of a competitor by an established mid-sized company. Structure: bank debt, vendor loan and own funds. The vendor component was the lever that made the price work without a further equity round.
Sale of a mid-sized supplier of plastic and metal components in the e-mobility field to a strategic industry buyer. Advisory from preparation through anonymised buyer approach to closing, including the carve-out of a non-essential site.
Succession solution for a family-owned manufacturer of precision plastic components and special machinery. Sale to a financial investor with management participation and a long-term handover of the management team.
Carve-out of the property-management software unit from a European services group. Disposal to a PE-backed strategic buyer focused on scaling recurring SaaS revenues.
Context
Most of our mandates run off-market. Naming names costs you the next mandate. On request, and with the client's consent, we are happy to give references in person.
The figure is the transaction or financing volume, not our fee. For financings we state the total arranged amount, not only the tranche we placed.
We act as adviser and arranger – sell side or buy side, and on the borrower's side in financings. We do not invest ourselves and hold no stakes in the assets listed.
The year refers to signing or drawdown. Preparation and follow-up sit before and after that, particularly on multi-year quarter developments.
„We are transaction professionals. Repeat clients – sellers and investors alike – are the strongest proof of trust we can offer.“
FAQ
Short answers from day-to-day mandates – including when a neighbouring service is the better route.
We are predominantly mandated on a discreet basis. Many clients, business owners and sellers want a professional process and a high level of discretion. That is exactly what we stand for.
For property the sensible floor is around EUR 10m, for structured finance the same. At the top end, a quarter development above EUR 100m is not an outlier – that is where structured work makes the biggest difference.
Both, and often intertwined. For a mid-sized company with capital-intensive real estate holdings, the sale is frequently split: one buyer takes over the operating business, another acquires the essential properties, which are then usually leased back to the company under a sale-and-leaseback structure. That is why real estate and M&A experience sit at the same table here rather than in two departments.
Usually yes. Tell us segment, region and size, and we will point to comparable mandates and, where released, to people who will talk about working with us.
Send us the key facts and we will tell you which comparable mandates we have run and what a realistic process looks like.
