M&A preparation & due diligence

• finance, strategic and vendor due diligence
• preparative analyses and measures for divestiture
• data room management

 

M&A transactions

• project lead of mergers and acquisitions from target screening to closing
• lead management of divestitures from situation analysis to closing
• conduct of discreet ‚negotiated deals‘ as well as international auctions
• tactical and content-related support in management buy-outs or buy-ins (sell-side and buy-side)

 

post transaction integration

• post transaction integration including integration planning, setting up of integration team and defining action plan for the realization of synergy potentials
• integration / transformation of finance organization, processes and applications
• introduction, harmonization of GAAP (IFRS, IFRS SME, FER)
• set up transparent reporting in line with the new stakeholder requirements

CFOxpert supports financial and strategic investors during the due diligence, the post-deal activities and the investment phase. CFOxpert's in-depth industry knowledge and management experience provide a solid basis to assess the feasibility of a deal, determine the exit scenario and the related pricing range:

 

due diligence phase

• strategic business plan assessment starting from the company strategy and the business model
• normalize actual and planned numbers and completion of the database by data modeling
• build integrated business plan scenarios which reflect the findings of other specialized due diligence work as well as the ideas of the investor
• provide consistent and quantified decision support as well as arguments for negotiation resulting from the business plan assessment and various business plan scenarios
• provide independent second opinion for co-investors and financing banks

 

post-deal activities

• execute post closing transactions
• develop / improve board and executive reporting
• set up, merge or integrate finance, accounting and controlling functions
• assume CFO, controller or commercial director functions

 

investment phase

• CFO coaching
• operational board membership to actively influence the achievement of the business plan goals
• run risk management / internal control system
• improve profitability and cash flow
• assume CFO, controller or commercial director functions