Latest Transactions...

  • Sale of Swiss flexible packaging companies
    Elag Verpackungen AG and Elsaesser Verpackungen AG
    to Ampac, USA
  • Role of Proventis Partners AG, Zurich:
    Exclusive financial advisor to the owner
    throughout the sales process
  • Sale of proofreading, adaptation and translation company
    WIENERS + WIENERS GmbH
    to Caldec Beteiligungen GmbH
  • Role of Hartmann Zillmer Corporate Finance, Hamburg:
    Exclusive advisor to the owners
    throughout the sales process
  • Acquisition of
    Medical Biomaterial Products GmbH
    by a family holding through a Management Buy-In
  • Role of Hartmann Zillmer Corporate Finance, Hamburg:
    Advisor throughout the acquisition process and realization of acquisition financing for the buyers
  • Private Investors
    acquire 100% of the shares
    of medi-cine medienproduktions GmbH from CompuGroup Holding GmbH
  • Role of von Proventis Partners Munich:
    Exclusive buy-side advisor
    in the acquisition process
  • Reviva AG
    acquires the majority of the shares of the Swiss tradition company
    Faude & Huguenin AG Medals and coins
  • Role of Proventis Partners Zurich:
    Exclusive sell-side advisor
    and support of restructuring in the Board of Directors
  • Oerlikon Balzers Ltd
    acquires
    hartec Anlagenbau GmbH, Germany
  • Role of Proventis Partners Zurich:
    Exclusive buy-side advisor to OC Oerlikon
    in all dimensions and phases of the process
  • Borchers Consulting
    acquires 100% of the shares
    of Teraport GmbH from caatoosee AG
  • Role of Proventis Partners Munich:
    Exclusive buy-side advisor
    in the complete acquisition process
  • An international bank syndicate
    refinances 20 MEUR
    to MEPGroup for a 6.3MW solar park in Italy
  • Role of Proventis Partners Munich:
    Exclusive Corporate Finance Advisor to MEPGroup
  • JAB Anstoetz Group
    acquires a majority of
    GolfHouse Direktversand GmbH
    from Arques Industries AG
  • Role of Hartmann Zillmer
    Corporate Finance    ,
    Hamburg:
    Exclusive advisor to the acquirers
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Entrepreneurial Succession – a Proventis Partners Core Competence

About the succession plan

Any owner-run company will face the challenge of finding a suitable successor – sooner or later. The possibilities range from handing over the responsibility within the family via selling the company to in-house or external managers (MBO/MBI) to selling it to a financial investor or strategist. In any case, handing over the responsibility to a suitable successor along with the financing issue is a serious challenge. Difficulties may occur e.g. valuating the company or assessing contractual issues.

Typical process

The first thing to decide is whom the company should be handed over (family, in-house or external manager) and what the hand-over process and timing should look like (MBO, MBI, investor). After laying out the concrete take-over terms and conditions the next task will be fine-tuning the process.

Your added value of Proventis Partners advising you

With a realistic and well structured succession plan as an entrepreneur you will be able to hand over your life’s work with good conscience and expect your company to stay the course. Your successor will find a company with grown structures which allow required adjustment to be made.

Proventis Partners will support you as the owner (or successor) during the entire process. Discretion, individual approaches and highest professionalism go without saying. Required steps are, for instance, preparing the strategy, from the owner’s (or successor’s) point of view, appointing a successor and looking for suitable investors or banks for the successor.

Negotiations and due diligence will always be supported and coordinated by one of our partners. Industry competence, extensive experience in transaction processes, well-rehearsed processes and our own entrepreneurial experience guarantee your long-term business success.