We continue to see the German private equity market on the rise. Private equity investors currently possess substantial capital resources. Here the German Mittelstand remains an attractive target segment.

But investments – even in the Mittelstand – are no longer a sure-fire success for domestic providers. Competition from foreign private equity firms, international corporations, large German companies and family offices is increasing. On the other hand, company expectations concerning private equity firm investment have also continued to evolve. It is no longer only about raising growth capital or implementing succession. Value appreciation potential and the entrepreneurial experience of the investors also play an increasingly important role in the decision. Furthermore, mastering changes in the tax and regulatory environment presents a continual challenge for private equity firms. Private equity companies aspiring to be successful in the marketplace must observe and master these factors in their business activities – a recurring sequence of fundraising, investment decisions, development and value appreciation of the invested company and a successful exit.

Thanks to numerous client engagements, we have gained considerable experience in the private equity industry. In addition to lending classical support to the investment process through due diligence and negotiation assistance, we also assume a value-oriented advisory role for the portfolio company by performing financial statement auditing, tax consulting and restructuring advisory services as well as M&A consulting for sales processes. Furthermore, we audit and provide tax and legal consulting to the private equity firms themselves.

As one of the first Mittelstand audit firms, we have bundled our multi-faceted experiences from the private equity industry into one industry group. With knowledge of the needs, expectations and challenges of private equity firms, this interdisciplinary team can offer one-stop networked support in all phases of the business cycle.

Given our client structure, we have an especially high acceptance and comprehensive understanding for the needs of Mittelstand clients and portfolio companies. Fast reaction times and high quality standards are the success factors that distinguish our services.

Our solutions

Support in the investment process through:
  • Due diligence (financial, tax, legal, commercial)
  • Tax structuring
  • M&A advisory (buy-side)
Advice on further development of portfolio companies through:
  • Financial statement auditing (German Commercial Code/IFRS)
  • International Business Report (IBR)/financial restructuring/restructuring reports/budgeting
  • Financing/balance sheet structure optimization
  • Taxes/current accounting
Divestment phase support
  • M&A advice
  • Vendor due diligence
Consulting for the private equity firm/the fund
  • Deal generation
  • Compliance (regulatory law)
  • Tax consulting (fund structure, general tax consulting)
  • Financial statement auditing

Our awards 

We’re proud of the awards we’ve won. And we’re just as happy that our clients give us top ratings! We’re working hard to keep it that way. And that’s a promise!

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