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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

  • Incomplete risk assessment for complex technological assets

  • Discrepancy between commercial assumptions and technical realities

  • Inadequate evaluation of hidden cost factors in the operational phase

  • Insufficient consideration of integration and compatibility risks

  • Misjudgments regarding technological future prospects

  • Incomplete assessment of existing production capacities and efficiency

  • Non-transparent representation of the actual IP portfolio and its value

  • Underestimated compliance and regulatory risks in technical areas

  • Overvaluation of synergy potentials from a technical-operational perspective

  • Inadequate consideration of ecological and sustainability aspects of the investment
     

Implemented Measures

  • Development of integrated due diligence frameworks with technical and commercial perspectives

  • Implementation of structured risk matrices for technological and operational factors

  • Establishment of interdisciplinary expert teams for holistic transaction analyses

  • Creation of detailed investment models considering the complete lifecycle

  • Conducting factual on-site inspections of production facilities and equipment

  • Assessment of technological future viability based on market and innovation trends

  • Analysis of IP portfolios and corresponding competitive positions

  • Evaluation of integration paths and obstacles at the technical level

  • Examination of regulatory compliance and assessment of future adjustment requirements

  • Evaluation of ecological risks and ESG factors with financial implications
     

Results

  • Significant reduction of valuation errors through technical and commercial risk assessments

  • Identification of realistic synergies and strategic value enhancement potentials

  • Well-founded negotiation basis for purchase price determination and warranty agreements

  • Precise investment planning for post-merger integration

  • Valid ROI projections considering all relevant risk factors

  • Increased transaction security through reliable technical-commercial scenarios

  • Early identification of deal-breakers at technical and operational levels

  • Structured documentation for financing partners and stakeholders
     

Applied Competencies

  • Comprehensive expertise in the evaluation of technological assets and infrastructures

  • Well-founded experience in commercial due diligence focusing on industrial value chains

  • Proven success in accompanying complex M&A transactions

  • Combination of technical expertise and financial competence

  • Ability to orchestrate interdisciplinary expert teams

  • Pronounced analytical thinking with entrepreneurial perspective

  • Negotiation skills and assertiveness in highly complex transaction contexts

  • Experience in guiding post-merger integration processes

  • Current industry knowledge in relevant technology sectors

  • Intercultural competence in international transactions

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