Transaction

Be Transaction

Portrait of Sascha Haghani
Senior Partner, Member of the Global Executive Commitee, CEO Germany and DACH Region
Frankfurt Office, Central Europe
+49 69 29924-6444
Portrait of Olivier de Panafieu
Senior Partner, Co-Managing Partner Paris Office
Paris Office, Western Europe
+33 1 5367-0908
Investments

It is value that matters!

Value creation has become today's dominant corporate philosophy for a very simple reason: It focuses attention on the one thing that really matters. With value now the key metric by which we measure performance, supporting the investment decisions of private equity and corporate investors has become one of the most important levers to realize that value.

Study

Roland Berger set up a dedicated area of expertise in investor support and M&As precisely to respond to these shifting dynamics. Our services have grown out of extensive experience across lots of large and complex projects. We have helped many of the world’s top companies and financial investors to understand the true essence of value creation and make smarter decisions in investor support and M&A.

Investor support

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 in the last three years and is thus one of the leading specialists for corporate and private equity transactions worldwide.

We stay with our clients along the asset's entire investment cycle.
We stay with our clients along the asset's entire investment cycle.
Our key competencies
(Vendor) commercial due diligence

Analysis of market drivers and trends, competitors and the customer universe, as well as a target's top line business plan

Red flag review

Time-compressed review of a target's most important issues early in the process to provide a putative investor/merger partner with an overview of potential red flag issues

Operational due diligence

Assessment of key operational and capex assumptions, benchmarking of operational KPIs and working capital and validation of material cost and margin assumptions

Value creation

Analysis of customers and growth markets, including a review of organic growth opportunities, add-on target screening, efficiency measures and a strategic and business model review; preparation of integration blueprints

Market review for IPO

Independent market research report as part of the submission for an initial public offering (IPO) exercise

Equity story and exit value

Setup of an integrated business plan (including but not restricted to sales improvement programs, operational cost optimization and implementation management/"proof of concept") and development of an equity story to enhance exit value

Weatherproof program

Support in identifying economic risks to portfolio companies early on; comprehensive plan for maintaining performance even in economic downturns through actionable and traceable measures, as well as implementation support

Publications
Contact our top leader investor support
Portrait of Christof Huth
Senior Partner
Munich Office, Central Europe
+49 89 9230-8291

Mergers & aquisitions

There is a lot of science behind a good M&A – 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, joint venture structuring, target searches, company valuations, capital structure optimization 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.

Our key competencies
Sell-side advisory

Preparation of transaction by analyzing the company situation; selection and approach of potential bidders; development of a reliable equity story and negotiations for indicative/binding offers; signing and closing

Buy-side advisory

Definition of due diligence requirements in terms of processes, systems and time frames; target search; approach to target; comprehensive valuation; coordination of signing and post-merger integration

Distressed M&A

Exploitation of strategic, operational and financial restructuring levers to develop a stand-alone turnaround business case; closer attention to current trading during the distressed M&A process

Valuation

Examination of a final valuation range based on the outcome of different valuation methods such as discounted cash flows, comparison with listed companies and similar transactions; sensitivity analyses

Contact our topic leader M&A
Portrait of Jörg Eschmann
Senior Partner
Frankfurt Office, Central Europe
+49 69 29924-6299
Global network

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Supporting the investment decisions of private equity and corporate investors has become one of the most important levers for creating value.

Portrait of Sascha Haghani
Senior Partner, Member of the Global Executive Commitee, CEO Germany and DACH Region
Frankfurt Office, Central Europe
+49 69 29924-6444
Portrait of Olivier de Panafieu
Senior Partner, Co-Managing Partner Paris Office
Paris Office, Western Europe
+33 1 5367-0908
Portrait of Christof Huth
Senior Partner
Munich Office, Central Europe
+49 89 9230-8291
Portrait of Jörg Eschmann
Senior Partner
Frankfurt Office, Central Europe
+49 69 29924-6299
  • Photos Sarathsasidharan / Getty Images; Hero Images/Getty Images; Pattanaphong Khuankaew/iStock; PeopleImages/iStock; Yagi-Studio/iStock; Pattanaphong Khuankaew / iStock; PeopleImages / iStockphoto; AntonioGuillem / iStockphoto; leolintang / iStockphoto; Pattanaphong Khuankaew / iStockphoto; atee Meepian/Getty Images