Proceedings. This is How We Co-operate with You:

In the following, we would like to present the different stages of co-operation with our clients – i.e. companies offering private equity or requiring capital on the one hand and prospective buyers and investors on the other – which can be understood as a general framework of the services we offer. These include

  • Sale und acquisition of companies or participations

  • Set up and implementation of succession concepts

  • Conceptual design and implementation of business co-operations and strategic partnerships

  • Research and recruitment of financial investors and/or equity capital

Naturally, we develop a tailor-made and specific “screenplay“ for each individual project.

Vendor/Party Requiring Capital

Co-ordination and mandate

  • Consideration and discussion of project

  • Entry of object in data base and, if applicable, valuation of company

  • Set up and adjustment of Executive Summary

  • Definition of prospective buyers/targets

Market approach

  • Strategy of addressing market

  • Search in VSU pool of prospective clients

  • Research

  • Direct approach

  • Regional/national/international ad-based search

Selection of prospective clients

  • Advance information

  • Approval to give the “go ahead“, Confidentiality agreement

  • Establish contact, conduct initial talks

Achievement of objectives

  • Co-ordination of co-operation among all project partners, e.g. tax advisor, auditor, lawyer and representatives of banks

  • Assistance in securing funding of projects. Particular focus on the exhaustion of available funding schemes provided by federal states/ government/EU)

  • Proactive participation in contract negotiations

  • Signing the contract

Investors/Prospective buyers

Co-ordination and definition of objectives

  • Consideration and discussion of project

  • Set up of investment profile

  • Evaluation of the prospect of success

Search for offers

  • Definition of search field with regard to line of business, region, financial scope

  • Analysis of VSU offers within required line of business and region

  • Mandate upon request: Selection and recruitment of objects

Presentation of the object

  • Advance information via Executive Summary or similar documents

  • Confidentiality agreement

  • Valuation via industry-related information, financial statements, relevant data

  • Establish contact with vendor

Achievement of objectives

  • Co-ordination of further talks and negotiations with e.g. bank, tax advisor and lawyer

  • Assistance in securing funding of projects. Particular focus on the exhaustion of available funding schemes provided by federal states/government/EU)

  • Proactive participation in contract negotiations

  • Signing the sales agreement

  • Coaching during post transaction period

Terms and Conditions

The mandate assigned to us by our clients is defined in a separate contract, including detailed information on the objectives of the project, mutual rights and obligations and consultancy fees.

Your success is our business. That is why we charge performance-related fees, i.e. our clients generally settle the account for consultancy services after the successful completion of the transaction.

Comprehensive consultancy services and expenses occurring prior and/or during the transaction process are charged and agreed upon in a separate contract.

Any questions? Please contact your nearest VSU office. We will be pleased to discuss your project without commitment.

Created by Henning Jacobs