Transaction advisory services / M&A

Strategic investments, private equity and investment firms often play a substantial role in enabling SME firms to grow, thereby creating the basis for sustained business success. In the view of the risks involved, it is crucially important to have an experienced partner by your side. 

Furthermore, corporate transactions are often highly complex, as they involve a range of possible conflicting commercial, strategic, tax and legal issues. M&A services may include providing a full service to an SME considering an acquisition, the sale of a business in a bidding process as well as services for institutional investors and private equity firms.

Your Outsourced M&A Department in Germany - Case Study
Your contact person
Bernhard Winterstetter

Drummer and "Hutzenbauer".

Qualification as public auditor and tax consultant. He worked as a manager in the audit department of Peat, Marwick, Mitchell & Co (now KPMG) in Munich. In 1982, he teamed up with Dr. Jürgen Peters and Christopher Schönberger.
Partner.

Stephan Nowack

Skier and mountain biker.

Qualification as public auditor and tax consultant. He started his career in 1993 in Deloitte's audit department in Frankfurt and joined Peters, Schönberger & Partner in 1998.
Partner.

Dr. Henning Blaufuß

Cellist and Alfista.

Qualification as attorney-at-law and lawyer specialised in commercial and corporate law. He started his career at Peters, Schönberger & Partner in 2008.
Partner.

Dr. Stephan Wachter

Hobby pianist and squash player.

Qualification as attorney-at-law and tax lawyer. He started his career in 1995. After various jobs in large business law firms, he joined the M&A tax department of one of the big four companies in 2009. He joined Peters, Schönberger & Partner in 2018.
Partner.

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Transaction Advisory Services / M&A - Factsheet

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Our consulting services:

We provide valuable support even before the investment decision is taken:

  • Assisting in the planning of M&A transactions and their funding
  • Quick check analysis in order to better understand the target (preliminary review of financial, tax and legal data)
  • Planning advice on business, legal and tax issues and the transaction structure
  • Business valuations in accordance with recognised standards
  • Developing mechanisms to determine or agree the acquisition price
  • Advising and providing support in the case of acquisitions from insolvency administrators

 

We support in implementing the planned acquisition:

  • Handling the legal aspects of confidentiality letters, exclusivity agreements and LOIs
  • Legal, financial and tax due diligence reviews
  • Risk analysis and reporting
    Assisting in contract negotiations and the contractual implementation of M&A transactions
  • Optimising acquisition structures and transactions from a tax perspective
  • Planning, preparing and reviewing closing balance sheets
  • Advising on antitrust law issues

 

We advise on post-closing issues and disputes:

  • Preparation or audit of closing balance sheet
  • Dealing with warranties
  • Analysing the legal and business situation
  • Working out the basis for claims
  • Representing clients with their claims in negotiations, in court or before an arbitral tribunal
  • Preparing or reviewing settlement balance sheets according to contractual provisions
  • Calculating and negotiating earn-out claims 

 

We also act as an outsourced M&A department (see our separate brochure)!

Why PSP?

We know that pure expertise alone is not sufficient. Issues affecting several areas have to be identified and resolved on an interdisciplinary basis. The PSP Team enables us to offer one-step integrated advisory services that offer clients a considerable advantage by eliminating the usual inefficiencies when several parties are involved, which in turn means more effective advice and less risk that information is lost. 

Besides know-how, trust is vital. Our M&A team therefore consists of highly qualified professionals that have gained transactional experience over many years. As a result, we can provide the same quality level of advice as the major international firms, in a national as well as in an international context, with a commitment to a high level of responsibility, speed and flexibility in every stage of a transaction.