Stake Sale – professional M&A advisory

Sale of minority or majority stakes to investors.

Professional support

In every phase of the process

Advisory from the first analysis to successful closing – confidential, structured and with an eye for the right partners.

Targeted approach

Find the right counterpart

Whether strategic buyer or investor: Identification and contact of suitable candidates from network and the relevant market.

Documentation & preparation

Sale or investment ready

Professional preparation of materials and acceleration of the transaction process.

Stake Sale – what is it about?

The sale of a minority or majority stake is its own category of transactions. Shareholders want to liquidate or reduce their commitment – without selling the entire company. Investors seek stakes as entry or for platform strategies.

Advisory on stake sales: from valuation of the stake value through identification of suitable investors to structuring and implementation. Interests of seller and remaining shareholders must be aligned. Concrete examples: Barfer's Wellfood, AX Semantics.

What does stake sale include?

Valuation and structuring: The value of a minority stake differs from total company value. Determination of an appropriate stake value and support in designing the transaction – e.g. call/put options or phased sale.

Investor search and process: Identification of investors interested in stakes – family offices, PE funds, strategic minority investors – and accompaniment of the sale process through to closing.

Our approach to stake sale

Stake sales often require more coordination – between seller, remaining shareholders and management. Coordination of these interests and transparent, fair execution.

Documentation and communication are tailored to the specific situation. Not every potential buyer is suited for stakes; selection and approach are focused accordingly.

Bereichsgrafik

Typical process

01

Analysis & valuation

Valuation of stake, clarification of sale intent and possible structures.

02

Shareholder alignment

Alignment with remaining shareholders on sale process and framework.

03

Investor search

Identification and approach of suitable investors for stakes.

04

Negotiation & closing

Structuring of transaction, negotiation and support through to closing.

Learn more about Stake Sale?

We are happy to advise you without obligation. Arrange a call or write to us.

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