MorgenSel-2863

Shape your tomorrow

Based on our decades of experience, it is our conviction to be the ideal partner for family businesses, financial investors and strategists in the field of mergers & acquisitions. Whether it is an expansion, a succession plan or a sale of shares: we are at your side until we have worked out a satisfactory solution together with you and created a sustainable future for your company.

„Our customers are not a project for us, but a personal concern. So that a successful today becomes an equally good tomorrow.“

Dr. Heike Jandl, Managing Partner, Morgen Advisory Partners

Company
succession

The arrangement of a company succession is one of the most complex challenges in a company’s life. We accompany you in all phases of the transition, taking into account the complexity of this issue and the emotional aspects.

The joint analysis of the current situation (financial stability of the company, market position, employee structure, personal goals of the owners) stands at the beginning of every succession process. Taking into account potential internal and external successors, the valuation of the company as well as tax and legal aspects, we then work with you to develop a solid succession plan.

It is of particular importance to us to recognize the personal and family aspects of company succession and to deal with them appropriately. In this way, a satisfactory solution for the company succession is created for all parties involved.

If no suitable successor is available, the sale of the company may be the best option. Financial reasons or disagreements between the owners may also make this step necessary in order to resolve conflicts and ensure the continuity of the company. In any case, we are on your side and guide you through the process.

Company sale

A company sale is a complex process that requires professional preparation and support. In accordance with your personal goals and needs, we determine the exact course of the process with the following focal points: development of a sales strategy, preparation of a company valuation and of marketing documents (teaser, information memorandum, etc.), evaluation and research of potential buyers nationally and internationally (strategic investors and financial investors), contacting the potential buyers, setting up a data room and coordinating the due diligence, supporting the legal and tax optimization of the transaction, defining a negotiation strategy, accompanying the negotiations until the conclusion of the contract.

Together with you, we develop options for action to achieve the best result for you, your company and your employees. In the run-up to a transaction, we analyze your company and also derive value-enhancing measures to be implemented prior to the transaction.
Our role includes consulting during the entire sales process. Due to our neutral position, we can advise you in the decision-making process independent from personal and family aspects.

MorgenSel-3329

„Ultimately, the goal of our service is not merely to close a transaction, but to bring together partners who are ideally suited to each other and who are sustainably satisfied with the results of our work.“

Matthias Compes, Managing Partner, Morgen Advisory Partners

Management Buy-In (MBI) / Buy-Out (MBO) / 
Buy-In und Buy-Out (BIMBO)

Would you like a new professional challenge, are you interested in a future as an entrepreneur and would you like to acquire a company?
Two specific characteristics need to be considered here. In MBO transactions, the interests of the management as buyer and the current owners may differ. The management usually aims to acquire the company at the lowest possible price, while the seller wants to achieve the highest possible price. Specific instruments can be used to build a bridge between these two sides.

The second challenge lies in financing the transaction: the management must raise sufficient funds to cover the purchase price. By involving financial investors and private individuals, the financing gap can be closed.

Our services in the context of an MBI transaction include the search for suitable target companies, the valuation of the company, the structuring and raising of the funds, the involvement of investors (strategic investors and financial investors), the coordination of the due diligence and the support of the contract negotiation up to the signing of the contract.

Share your thoughts and goals with us

„From a wide variety of decisions, you have made in your private and professional life, you know that success is above all a question of the right timing. It is the same with the planning of a company succession and the associated preparatory measures. What you decide today will determine your future, that of the company and that of the next generations.“

Quintin Althann, Managing Partner, Morgen Advisory Partners

To our references