For Investors.

Transaction Services for Investors

We can support you flexibly in planned or ongoing transactions through all process phases flexibly. Our team can hit the ground running and take roles as per your requirements. We are familiar with various transaction types (start-up / greenfield business plan or M&A transaction), however our focus is on the SME / Mittelstand companies typical for the DACH region.

Our Service Offering

Planned Transactions

We like participating in the early preparations for a transaction and the strategic considerations required in this context. In this process we can help defining your key objectives for the project and identify the optimal course of action to achieve the desired outcomes.

Once you have made the decision to implement the transaction, we can assist you to document the plan and to put it into action. This includes, e.g.:

  • Drafting of a strategy paper;
  • Development of a suitable financial model;
  • Lead or support of the due diligence process, including the management of expert advisors (e.g. tax, legal);
  • Initial approach of the target company’s shareholders (both in your or in our name);
  • Preparation of offers (indicative and binding, including underlying valuations);
  • Definition of the optimal transaction structure;
  • Negotiations with the shareholders or the management team of the target company (incl. SPA, shareholders agreement and incentive plans);
  • Drafting and presentation of documents for your decision-making bodies; and
  • Support reaching the legal implementation of the transaction (financial close).

We can also take over other tasks in line with your requirements. In a nutshell, we can manage the entire transaction process as part of your team.

Ongoing Transactions

While we do enjoy an early involvement in a transaction process, we can also just as well support you in ongoing transactions on short notice and form a constructive part of the transaction team. In such situations we also take over the role you need us to perform, and are also happy to cooperate with other advisors, as required.

Contact Us

We enjoy supporting our clients through the entire transaction process, including negotiations with the shareholders and management of target companies.

If you should like to learn more about this topic, please feel free to contact us anytime on kontakt@dtrag.de. We are looking forward to meeting you.