SERVICES

Sell-side M&A advisory and succession

  • Preparation of a company sale process (“Exit-Readiness”)
  • Determination of the optimal time slot for a sale
  • Planning and execution of succession solutions
  • Management, structuring and optimization of the entire transaction process
  • Feasibility studies / analysis and evaluation of strategic alternatives
  • Portfolio analysis and evaluation of strategic alternatives
  • Distressed M&A advisory

At some point in time, every entrepreneur and owner of a business needs to plan and organize his own succession. He can pass on the responsibility over to the next generation within his family, to internal or external management (Management Buy-out / Buy-in) or sell his lifetime achievement to strategic or financial investors.

It’s an emotional and highly specialist challenge to find the best solution for a client in this complex situation. Thanks to our experience from a multitude of projects in the owner-managed Mittelstand, Zerbach & Company offers target-oriented, professional advisory services with the necessary process competence, anticipation and long-term thinking as well as empathy regarding both client and investor perspectives.

Our work begins with the development of strategy to implement the optimal succession solution and to prepare the company, its structures and management for a potential sale. On the basis of a significant documentation of information we will together select the suitable candidates which will be approached with a maximum of confidentiality and discretion. We will coordinate and manage the entire transaction process in order to ensure, that your business is passed on into good hands and continues to operate successfully in the market for many years.

Our added value

  • Fast, seamless transaction process:
    Optimal preparation of your business for the sale process. Excellent process management with flexible and efficient project execution, maximum degree of confidentiality and discretion as well as controlled information flow towards potential buyers.
  • Maximizing of purchase price and transaction results:
    Development of an attractive and sustainable investment story and a resilient business plan. Identification of all relevant potential buyers and discrete, professional approach. Maintaining competitive situation throughout the process.
  • Entrepreneurial counterpart:
    Project management and execution is always carried out by long-term experienced partners only. Experience with complex transaction structures. Management and owner can fully concentrate on the operative business due to our integrated management of the entire transaction process.