With our Transaction Services team of experts, we support private equity funds and other financial investors during all phases of an investment - from the acquisition, through the optimisation and growth phase, to the sale - with a proactive advisory approach.

Our focus is on acquisition targets from the German Mittelstand and companies with high growth potential. Both groups of companies are nowadays following an ever-increasing internationalisation. With our global PKF network, we also support investors in cross-border transactions.

In consultation with our clients, we define the focal points of the financial and tax due diligence process. Our clients thus receive a due diligence report tailored to their needs, which increases the quality of their investment decision and thus also transaction security. We also have an in-depth understanding of the requirements that other stakeholders within the transaction process have of our services and reporting. These may include financing banks, W&I insurers and co-investors. To support the transaction decision, we also create an integrated financial model (investor's case) based on the findings from the financial due diligence and other due diligence workstreams.

After a successful transaction, we support investors with our post-transaction services in the following areas:

  • Corporate planning
  • Rreporting
  • Covernants Tests
  • Purchase price allocation
  • Tax compliance
  • Preparation and audit of annual financial statements
  • Portfolio reviews
  • Audit of private equity funds HGB and fair value
  • Registered and authorised capital management companies

In the run-up to the planned sale of a portfolio company, we carry out exit readiness analyses and offer the preparation of financial fact books and vendor due diligence reports. In this way, we support our clients in securing or increasing company values during the sale process.