M&A transactions are a key area of our business. We advise on the legal and fiscal elements of takeovers and acquisitions. We provide comprehensive legal and tax advice on both share and asset based transactions. Our services include due diligence (legal, financial and tax), contract negotiations, drafting of all documentation and contracts, monitoring delivery and payment as well as support to integrate the acquired organisation into the structures of the acquirer. We also assess compliance with national and international regulations including competition law and optimise fiscal aspects of a transaction.

We provide planning and support for corporate restructuring. In particular, we are able to offer compliance advice on the German Transformation Act (Umwandlungsgesetz – UmwG) which is wide reaching in its application. We advise on tax optimisation of contracts and negotiate with stakeholders. We can also offer particular support on financial issues in crises situations.

Our tax specialists are experienced in producing efficient financial structures to manage tax liability across a variety of business organisations. The tax implications of different financing options vary widely; we are able to equip you with the information to select the most appropriate financing structure.

Mezzanine finance is a popular financing option for project developers and investors. Mezzanine capital allows our clients to optimise their financing structures and achieve a balance between debt and equity financing. We advise our clients on the taxation of financial structures tailored to their requirements.

We provide comprehensive structuring support for packaging tax-optimised capital investments. We have extensive experience in the real estate, private equity, leasing, containers & shipping, transport and life insurance. We also advise on the structure of investment funds and on the development of investment prospectuses. We are experienced in optimised capital investments both in Germany and internationally.

We advise our clients on the transfer of ownership of assets and companies. Our services focus on capital gains tax liability, income tax, retirement planning and inheritance tax.

A tax due diligence enables potential purchasers to conduct the necessary investigations into the books of a target company. We are able to manage the due diligence process and offer support with any resulting financial restructuring after purchase – including change of legal entity, shareholding structure and valuation.

We offer a corporate valuation service for clients preparing a concern for sale as well an independent valuation service for clients considering a purchase. Additional valuation services include performance and capital analysis (rating).

As well as preparation of the sales prospectus we are able to assist in preparation for audit. We are able to advise on compliance with auditing regulation IDW S4 standards of the German Institute for Auditors – Institut der Wirtschaftsprüfer (IDW).

Placing corporate shares with funds often requires the production of an investment prospectus. We advise on the development of these prospectuses and consider the legal requirements and liability risks. This also includes prospectus evaluation, particularly in reference to IDW S4 standards. Special audits are also part of our service offering.

We provide comprehensive advice for closed and open funds. We have extensive experience in leasing and life insurance funds as well as real estate, logistics and private equity. Our service offering also includes advice on establishing the fund, financial structure and the production of the placement prospectus.

Placing shares in investment funds and listed securities often requires the preparation of a prospectus. We can help our clients through the process of prospectus preparation and ensure they are fully compliant with all legal obligations. In collaboration with an audit firm we ensure compliance with the IDW (S4) standards.