Capital Markets Advisory

An IPO requires a well thought-out strategy to ensure long-term success on the capital market. Thanks to our interdisciplinary expertise in financial reporting, capital market regulation and strategic advice, we offer tailor-made solutions - from optimising market positioning through peer group analyses to developing a convincing equity story and an efficient transaction structure. Our holistic advice combines in-depth industry knowledge with global transaction experience and makes us the ideal partner for complex capital market projects. If required, we also support our clients in dual track assessments in order to evaluate options for action in the capital market and M&A environment. With a strong investor relations strategy, we increase your attractiveness for investors and secure the trust of stakeholders - so that your IPO is a success. We offer a broad range of services in the capital market environment:

• Peer group analyses
• Equity story / debt Story
• Transaction structure, incl. selection of stock exchange and segment
• ECM / DCM Advisory
• Investor relations
• ESG Financing Services
• Timetable and project organisation

Accurate and compliant financial reporting is critical to gaining investor confidence and meeting regulatory requirements. With our accounting expertise (esp. IFRS & US GAAP), we provide comprehensive support for external and internal reporting and ensure that both accuracy and compliance are guaranteed. In addition, we optimise the IT organisation, financial processes and Target Operating Model (TOM) to increase operational efficiency. We support you in the preparation of profit forecasts and serve as a sparring partner in discussions on comfort letter topics to strengthen financial transparency and credibility. The optimisation of reporting and financial processes forms a solid basis for sustainable growth and long-term stability.

• External reporting (IFRS, US GAAP) incl. first-time introduction of IFRS / US GAAP
• Internal reporting
• Planning processes and structures
• Treasury processes and structures
• IT organisation and processes
• Organisational setup / Finance TOM
• Profit forecasts
• Comfort Letter
• Carve-out financial data and combined financial statements
• Further prospectus-specific financial information

Corporate governance is not only a key issue, but also the key to sustainable and responsible corporate management. Our advice is characterised by comprehensive expertise and tailor-made solutions aimed at optimising our clients' governance structures and ensuring their compliance. What is unique about our advice is the combination of in-depth expertise and practical approaches that ensure effective implementation and continuous improvement of corporate governance. Particularly with regard to the requirements of the capital market, we offer specialised solutions aimed at increasing the transparency and trustworthiness of our clients. We support our clients in the development and implementation of governance guidelines, risk management strategies and internal control systems to meet investor expectations and ensure long-term success in the capital market.

• Development and implementation of governance guidelines
• Risk management strategies
• Internal control systems
• Compliance management
• Internal audit

Even before an IPO, tax aspects are of central importance, particularly with regard to the optimal structuring of dividend flows and loss offsetting. Tax due diligence is essential in order to inform investors about opportunities and risks. After the IPO, efficient tax reporting is necessary to manage the tax rate and ensure transparency. A well-organised tax department with an efficient system is essential for this. We offer support in the evaluation and further development of your tax function with regard to the requirements of a listed company:

• Tax structuring advice in the run-up to the IPO
• Carrying out a tax due diligence
• Development and implementation of a tax reporting system
• Continuous management of the group tax rate
• Optimisation and further development of the tax function

The topic of ESG (Environmental, Social, Governance) and sustainability reporting is becoming increasingly important as companies are under pressure at a global level to make their environmental and social impact transparent. Our consulting services focus on supporting companies in the implementation and optimisation of ESG strategies and the preparation of comprehensive and compliant sustainability reports. The unique selling point of our service lies in the combination of in-depth expertise in the area of compliance, the integration of ESG criteria into the corporate strategy and the practice-oriented implementation of reporting standards such as the CSRD, the EU Taxonomy and the GRI Standards. We also take into account the expectations of the capital market in order to increase our attractiveness to investors. The core content of our service is holistic consulting that enables companies to fulfil regulatory requirements and create sustainable competitive advantages.

• Development and implementation of ESG strategies
• Preparation of sustainability reports
• Compliance with regulatory requirements
• Data analysis and management
• Stakeholder engagement
• Benchmarking and best practices

The human factor is crucial to the success of an IPO, from preparation and implementation through to the first day of trading. Our approach is based on close cooperation with top management and the HR department in order to recognise and address the most important areas for action in the HR context at an early stage. We identify necessary adjustments to the organisational model and corresponding recruitment requirements for IPO-critical positions, consider qualitative aspects such as key competencies or the individual corporate culture and develop data-based maturity level determinations around the topics of remuneration, personnel structure and HR IT.

• Assessment of the management and workforce structure
• Maturity assessment of the HR function
• Analysis of the remuneration system
• Recommendation for the IPO target organisational structure
• Change management

Successful project management requires more than just coordination - it requires a combination of strategic overview, sound capital market expertise and relevant project experience as well as the ability to react flexibly to changes. We take on the entire project coordination, manage all parties involved efficiently and ensure that projects are implemented in a targeted manner. With our pragmatic and solution-oriented approach, we ensure smooth processes while addressing challenges at an early stage with a customised project plan. In this way, we not only enable on-time implementation, but also create sustainable structures for long-term success.

• Overall project coordination
• Combination of project management and in-depth expertise
• Creation and tracking of project plan
• "Risk management light