Financial Investors

Germany as a business location is known for its “hidden champions” and has attracted direct foreign investors for many years. In this context the M&A market is growing, whereby corporate transactions or business combinations with financial investors have become an attractive alternative to strategic investors.

The financial investors, with whom Nexia primarily works together, are on the lookout for long-term and sustainable investments.

Financial investors offer entrepreneurs numerous investment models adjusted for each situation – from minority shareholdings up to majority shareholdings. In particular, owner-managed medium-sized companies planning for their corporate succession have gained more importance for such buyers in recent years. Selling companies is, however, a very special and complex business. Along with political insecurities and with an economic outlook that is just as insecure, the typical structures of owner-managed medium-sized companies are also a great challenge.

Identifying and understanding challenges and risks, then getting challenges under control and mitigating risks

Our core expertise is dealing with the unbundling of structures centred around the owner and with their limited reporting and internal control systems. In the framework of a corporate transaction, we work out pragmatic solutions that satisfy the requirements of the financial investors and that consider the particular characteristics of small and mid-cap companies.

Professional preparation and good documentation are decisive for the success of a corporate transaction. Our interdisciplinary team of transaction consultants, public auditors and certified tax advisors offer tailored solutions for realising a sustainable increase in value for such activities. As a network operating internationally, Nexia can support you in handling cross-border transactions. Your main contact person is located near you and can coordinate Nexia teams worldwide.

Our services in the area of financial investors

Of course, we can assist you in all tax matters and offer your company comprehensive audit and assurance services as well.
In addition, we are at your disposal for the following services:

Our services prior to and during a transaction:

• Transaction consulting
• Integrated financial models
• Pre-divestiture readiness
• Due diligence
• Vendor assistance (factbook, vendor due diligence)
• Distressed M&A
• Support in negotiating purchase agreements
• Closing account reviews

Our services after a successful transaction:

• Working capital assistance (post-closing)
• Purchase price allocation (PPA)
• Preparing or reviewing a covenant report
• Supporting an integration or optimizing the reporting process