Cyclically resilient and sustainable business models are becoming increasingly important in PE portfolio development.
It is value that matters!
Value creation has become today's dominant corporate philosophy for a very simple reason: It focuses attention on what really matters. Supporting the investment decisions of private equity and corporate investors has become one of the most important levers for realizing that value.
In response to the increasing dynamics of value creation, Roland Berger has established its own area of expertise for investor support and M&A. Our services have grown out of extensive experience across numerous large and complex projects. We have helped many of the world’s top companies and financial investors to understand the essence of value creation and make smarter investment and portfolio decisions.
Making the right investment decisions requires a trusted partner—someone with profound industrial and methodological knowledge, someone who identifies the true value of a target by providing holistic commercial and operational due diligence support. The right partner doesn’t just tell you what you want to hear, but what you really need to know about the industry's success factors and the target's business model.
Roland Berger's investor support team conducted close to 1,300 commercial and operational due diligences within three years - that makes us one of the leading specialists for corporate and private equity transactions worldwide.
Analysis of market drivers and industry trends, competitive environment and customer universe as well as top-line business plan of the target company within the scope of a commercial due diligence (also initiated by sellers)
Time-compressed review of a target's most important issues early in the process to provide a putative investor or merger partner with an overview of potential red flag issues.
Assessment of key operational and capex assumptions; benchmarking of operational KPIs and working capital; validation of material cost and margin assumptions.
Analysis of customers and growth markets, including a review of organic growth opportunities; target screening for add-on acquisitions, strategy and business model review; development of efficiency measures; preparation of integration blueprints.
Support in identifying economic risks to portfolio companies early on; comprehensive plan for maintaining performance even in economic downturns through actionable and trackable measures, as well as implementation support.
Setup of an integrated business plan (including but not restricted to sales promotion programs, operational cost optimization and implementation management/"proof of concept"); development of an equity story to enhance exit value.
Mergers & acquisitions
There is a lot of science behind a good M&A deal – but there is an art to it as well. You need to look beyond the individual metrics. Our M&A professionals offer cutting-edge, independent advice that puts you in control of the situation. We assist you with sell-side and buy-side advisory, carve-out execution, target searches, company valuations, capital structure optimization, identification of refinancing levers and debt management. In complex M&A situations, we carry out the relevant services quickly and precisely. We help you see the story behind your numbers and connect you with industry experts or companies worldwide – including acquisition targets – to get the most out of your transaction, both financially and strategically.
Preparation of transaction by analyzing the company situation; selection and approach of potential bidders; development of a reliable equity story and negotiations for indicative or binding offers; signing and closing.
Definition of due diligence requirements in terms of processes, systems and time frames; target search; approach to target; comprehensive valuation; signing and closing; post-merger integration.
Exploitation of strategic, operational and financial restructuring levers to develop a stand-alone turnaround business case; support of trustees, administrators, restructuring lawyers; in-depth exchange with creditors; fire sale to distressed investors and strategic buyers
Determination of a final valuation range based on different valuation methods such as discounted cash flows and, comparison with listed companies and similar transactions; sensitivity analyses.
Assessment of debt capacity, taking into account liquidity and capital structure; optimization of capital costs and identification of refinancing levers including evaluation of alternative sources; coordination of financing partners
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