Insights – Your competitive advantage in M&A transactions
Private equity firms are participating in significant growth in their industry despite macroeconomic uncertainties. While the increasing availability of private capital and the growing focus on ESG are creating new opportunities for private equity investors and companies to generate sustainable impact and superior value, competition for the highest potential targets is also intensifying. The decisive factor in realizing sustainable superior returns in this challenging environment is profound industry and sector expertise coupled with many years of transaction know-how. With our experience from more than 450 transaction projects, we recognize growth potentials that mean a real competitive advantage and navigate our clients as partners and experts safely through possible risks to the top performance of an investment.
Pre-Deal Services: Insights for a better M&A strategy
One of the biggest challenges for private equity investors and strategic buyers is competition among themselves. The dichotomy between the mass of capital to invest and the avoidance of multiple-driving auctions is intensifying. With deep expertise, proprietary insights in our focus industries and access to decision makers and leaders, we provide our clients with a decisive time and quality advantage in sourcing and closing transactions. Our services include:
Industry Sector Assessment
With our proprietary and data-driven approach, we generate insights that, in conjunction with the client’s specific circumstances and competitive advantages, enable a rapid and targeted assessment of the industries and sub-sectors with the highest potential for the client. This creates the fundamental basis for the concretization of strategic investment decisions and translates them into a resilient investment thesis.
The decisive factor for top performance is high-quality deal sourcing outside of auctions and the focus of competitors. We help identify new opportunities, systematically evaluate and qualify potential targets and support our clients in the sourcing and ideation process.
Investment hypotheses are the central starting point of every investment and the basis for the successful increase in value of an investment. They combine the investment strategy of the fund with the situation of the company in order to increase the value of the investment in the long term. The theses can include both the situation of the company in its environment – technology leader, cost leader, fastest growing – and concrete operational and strategic measures – optimization of the product portfolio leads to increasing margins.
In any case, however, the theses often lead to very complex questions. We help our clients both in answering these questions, but often also already in setting up, fine-tuning and completing the investment thesis. For the success of an investment, it is not only important to answer all the questions, but to ask the right questions at the beginning.