Executing an M&A project is a time-consuming and complex process that requires thorough planning. Defining an M&A strategy serves as the starting point of the project and is a crucial component of the overall corporate strategy. The goal is to develop a well-balanced strategy that aligns with current market conditions and competitive situations.

The price expectations of buyers and sellers often have a significant impact on the success of an M&A project. Therefore, a professional and customized valuation, as well as realistic expectation management, are essential steps in the entire M&A process. In this valuation, the individual value drivers of the target companies and the market position of the parties must be taken into account and transferred.

A detailed analysis of the target company combined with the strategic alignment of market participants helps in identifying the optimal target companies and maximizing the chances of a successful transaction. This contributes to the optimization of the company valuation. For this reason, continuous market monitoring - both on the corporate and capital side - is essential to make the right investments at the optimal time.

In a due diligence process, the focus is on conducting financial, tax, and legal examinations. Additionally, depending on the target company, other areas such as IT, technology, human resources, environment, etc., are taken into account. The results of these examinations influence the negotiations of the Sale and Purchase Agreement (SPA) or Asset Purchase Agreement (APA) and are crucial for planning the post-merger integration.

The Signing marks the contract conclusion, while the Closing refers to the actual process of business transfer as outlined in the contract. In this phase of the transaction, in addition to extensive transaction experience, outstanding skills in communication, negotiation, and social competence are required.

The post-merger integration forms an integral part of both the M&A strategy and the corporate strategy. To maximize synergies, create value, and improve competitive positioning, it is crucial to allocate various competencies correctly and align the corporate cultures.