M&A Transaction Advisory

M&A transactions are complex, dynamic and have far-reaching tax, legal and financial consequences. Whether you are buying, selling, restructuring or entering into a joint venture, our experienced and interdisciplinary team will support you through all phases of the deal.

M&A is more than a one-off deal – it is part of your corporate strategy. We support you in implementing transactions in an economically sensible, strategically coordinated and sustainable manner in close consultation with your tax advisors. In doing so, we work closely with your legal, finance and strategy departments as well as external advisors.

You benefit from:

• Many years of experience with national and international transactions
• Cross-industry M&A expertise
• Tailor-made solutions with an eye for economic reality and tax-compliant implementation by qualified specialist advisors

Our goal:

To secure your strategic growth through tax- and economically-optimized transactions. Let us work together to shape your next transaction—economically viable and strategically successful.

Our services at a glance:

1. Transaction & Corporate Finance

We develop M&A strategies, support decision-making processes, and efficiently implement transactions—from the initial idea to successful integration. Our clients include medium-sized companies, international corporations, family offices, and private equity firms.

Our focus is on:

• Developing and implementing M&A and exit strategies
• Company valuations and decision models
• Structuring and supporting financing
• Integrated due diligence and transaction processing
• Post-merger integration

2. Structuring advice for corporate transactions

We provide support in designing economically viable structuring approaches, which are then finalized and implemented by qualified tax advisors.

Our services include, among others:

• Tax and financial structuring of transactions: Economic structuring concepts and coordination of tax audits by partner law firms
• Tax due diligence (buy & sell side): Coordination of tax due diligence by licensed specialist advisors
• Advice on SPA clauses (e.g., locked box, cash and debt free, warranty): Support in preparing economic key points for SPA clauses in close coordination with tax and legal advisors
• Preparation of economic model calculations and fund flow scenarios
• Downstream restructuring or integration

3. Investment models & financing instruments

In addition to traditional share purchases, we also structure hybrid investments – e.g. through silent partnerships, profit-participating loans or mezzanine financing forms. The tax treatment is reviewed by the appointed advisors; we provide support in structuring and coordinating the process.

4. Structure implementation & support

We also support you in the practical implementation of the recommended structure in coordination with your advisors, e.g. in tax implementation and communication with authorities.

This includes:

• Support with contract drafting and documentation
• Reflection in financial statements and tax returns by tax advisors
• Coordination of communication with tax authorities via the appointed tax representatives