Mergers &
Acquisitions

Use our M&A Readiness Check as a decision support for your M&A considerations.

We identify and analyze the essential facts for a possible transaction and thus help you to save time and money as well as to gain a decisive knowledge and negotiation advantage.

• Analysis M&A appetite and M&A trends in your industry
   
• Sounding out the appropriate time for your transaction
   
• Identification of possible investor universe or suitable target companies
   
• Brief evaluation of your (portfolio) company

Independently and professionally we accompany you in the sale of your company or in the disposal of your non-core assets.

Take advantage of our many years of transaction experience, because we know that every sales process is unique. That’s why we adapt our transaction strategy optimally to your specific needs and use our international network to find the right buyer for you, whether locally or worldwide.

• Planning of the process, team set-up
   
• Process Management
   
• Process documentation – longlist, NDA, teaser, information memorandum
   
• Due Diligence Coordination
   
• Transaction structuring and financing
   
• Negotiation

As an experienced sparring partner, we support you throughout the entire process of company acquisition and ensure the success of the transaction even in critical situations.

Benefit from our global reach combined with local expertise and our deep understanding of the needs of medium-sized businesses. Through our network partners, we have direct access to all relevant market participants worldwide and thus find the right targets for you.

• Planning of the process, team set-up
   
• Process Management
   
• Target list and target screening
   
• Equity story and marketing of the buyer
   
• Valuation and due diligence (if required)
   
• Transaction structuring and financing
   
• Negotiation

Trust our experience, because we know the opportunities and risks of a transaction regardless of whether you are thinking of
a growth strategy, an M&A strategy or a divestment.

Together with you, we plan your portfolio and your successful transactions in detail. We ensure that all steps are aligned with your corporate strategy – regardless of whether you are on the buying or selling side.

• Portfolio analysis and market conditions
   
• GAP analysis and definition of the selling or investment criteria
   
• If applicable, succession planning and regulation, identification of successors and preparation of tactical steps, increase of ESG compliance, digitalization of the business model
   
• Development of the roadmap, in case of a buy-and-build approach long-term acquisition steps and synergy calculations
   
• Competitive Landscape for target or investor identification

We help you find attractive financing solutions or growth capital at different stages of expansion.

You benefit from our excellent access and personal contacts to strategic investors, national and international financial investors and family offices.

• Equity capital, debt capital, subsidies or mixed forms
   
• Private equity, venture capital, family offices, strategic investors / corporates
   
• Club deals, financial investment with exit strategy, strategic investment, IPO or SPACS, subsidies, MBO and MBI

We support you in corporate transactions in situations of upheaval and crisis.

In this challenging situation, you benefit from our strong network and our high transaction speed. We accompany you as a reliable partner before and after insolvency.

• Process Management
   
• If pre-insolvency – possible restructuring measures
   
• Close coordination with insolvency administrators when selling out of insolvency
   
• Fast pacing of the buyer identification, teaser creation, marketing and evaluation steps

For us, the acquisition of a company is only successful if the integration has also been successful.

With our proven Helbling PMI approach, we help you avoid typical merger or acquisition risks and take the right steps toward integration or spin-off.

• Identification of integration-relevant interfaces in processes, systems, and organizational units already at the time of closing
   
• Ensuring synergy-relevant measures
   
• Definition of relevant steps during the transition phase and set-up of the PMI team (internal and third party), working groups