Transaction Structuring – professional M&A advisory

Optimal design of share deal, asset deal and financing structures.

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.

Transaction Structuring – what is it about?

Transaction structure significantly influences valuation, tax burden and risk distribution. Share deal or asset deal? Holding structure? Earn-out? The right structure can mean millions in difference. Further insight on LOI clauses and M&A process phases in our blog.

Support in developing transaction structures – together with tax advisors and lawyers. Focus on economic and practical feasibility as well as optimal design for all parties.

What does transaction structuring include?

Deal types: Share deal (sale of company shares) vs. asset deal (sale of assets). Both have pros and cons for taxes, liability and assumption of obligations. Support in finding the suitable variant.

Financing structures: For equity financing it's about participation forms, preference rights, upside shares. For sales, earn-outs, vendor loans or provisions play a role. Accompaniment of the design and transparency ensured.

Our approach to structuring

Transaction structuring is teamwork. Collaboration with tax advisors, lawyers and management and coordination of the different perspectives.

The result is captured in term sheets, LOIs and final purchase agreements. The economic logic is clearly documented.

Bereichsgrafik

Typical process

01

Starting position

Analysis of current structure, objectives of seller/buyer and tax framework.

02

Options

Development and comparison of different structure variants (share/asset, financing etc.).

03

Design

Detailed development of chosen structure with all parties.

04

Documentation

Translation into contract clauses, alignment with advisors and implementation.

Learn more about Transaction Structuring?

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

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