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Investment Advisory and Risk Assessment through Technical and Commercial Due Diligence for Specific M&A Projects
Interim Mandate Objectives as M&A Advisor
Comprehensive risk minimization to enhance value in M&A projects through integration of technical and commercial due diligence processes to create reliable decision-making foundations.
Companies from the Manufacturing and Production Industry
Private equity firms and strategic investors
Identified Intervention Areas
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Incomplete risk assessment for complex technological assets
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Discrepancy between commercial assumptions and technical realities
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Inadequate evaluation of hidden cost factors in the operational phase
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Insufficient consideration of integration and compatibility risks
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Misjudgments regarding technological future prospects
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Incomplete assessment of existing production capacities and efficiency
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Non-transparent representation of the actual IP portfolio and its value
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Underestimated compliance and regulatory risks in technical areas
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Overvaluation of synergy potentials from a technical-operational perspective
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Inadequate consideration of ecological and sustainability aspects of the investment
Implemented Measures
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Development of integrated due diligence frameworks with technical and commercial perspectives
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Implementation of structured risk matrices for technological and operational factors
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Establishment of interdisciplinary expert teams for holistic transaction analyses
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Creation of detailed investment models considering the complete lifecycle
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Conducting factual on-site inspections of production facilities and equipment
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Assessment of technological future viability based on market and innovation trends
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Analysis of IP portfolios and corresponding competitive positions
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Evaluation of integration paths and obstacles at the technical level
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Examination of regulatory compliance and assessment of future adjustment requirements
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Evaluation of ecological risks and ESG factors with financial implications
Results
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Significant reduction of valuation errors through technical and commercial risk assessments
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Identification of realistic synergies and strategic value enhancement potentials
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Well-founded negotiation basis for purchase price determination and warranty agreements
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Precise investment planning for post-merger integration
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Valid ROI projections considering all relevant risk factors
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Increased transaction security through reliable technical-commercial scenarios
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Early identification of deal-breakers at technical and operational levels
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Structured documentation for financing partners and stakeholders
Applied Competencies
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Comprehensive expertise in the evaluation of technological assets and infrastructures
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Well-founded experience in commercial due diligence focusing on industrial value chains
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Proven success in accompanying complex M&A transactions
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Combination of technical expertise and financial competence
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Ability to orchestrate interdisciplinary expert teams
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Pronounced analytical thinking with entrepreneurial perspective
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Negotiation skills and assertiveness in highly complex transaction contexts
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Experience in guiding post-merger integration processes
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Current industry knowledge in relevant technology sectors
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Intercultural competence in international transactions
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