Company Presentation 2020 Seite 1
Index 3 4 5 Zerbach & Company Overview Advisory Services Team 6 7 8 Industry Advisory Board Why Zerbach & Company? Global Network 9 10 23 Selected References Case Studies Contact Seite 2
Zerbach & Company Overview Team and Experience Five Corporate Finance professionals plus support. The Partners combine over 50+ 10+ 80+ 80 years of relevant experience and have been working successfully together for more than a decade. international years working years of relevant M&A partner together as a experience companies team Transaction Focus Transaction sizes (Enterprise Value) typically ranges between € 5 million and € 250 million. ... of which 35+ 60% Client Focus 65% Family- owned “Mittelstand” companies, entrepreneur families, industry holdings of our mandates successful and family offices, Mid-Cap-focused private equity investors as well as small and were sold to buyers were sell-side projects since medium-sized listed companies. with evergreen projects … 2014 investment focus Exclusivity Advisory only in best interest of the client either on buy-side or on sell-side (not both). € 5m - 5 Power of Execution 250m Senior M&A More than 35 successful projects since 2014. Professionals Transaction + Support Industry Advisory Board Volume Zerbach & Company is supported by its Industry Advisory Board, consisting of 10 renowned industry experts and entrepreneurs from various industries. Global M&A-Network 10 We are independent member of Geneva Capital Group (www.gcg.com), an exclusive global alliance of M&A- and Corporate Finance firms, located in Europe, USA and Industry Advisors Canada, South America, China and Indonesia, Africa, Middle East and Australia. Furthermore, we are member of Private Equity Forum NRW and Die Familien- unternehmer e.V.. Seite 3
Advisory Services Sell-side M&A Planning and implementation of company succession (internal, external) Corporate Development of business plans and Integrated financial models (P&L, advisory Advice on the sale of majority or minority shareholdings Finance balance sheet, Cash-Flow, working Structuring and execution of changes in the shareholder structure capital) Early preparation for the sale (“exit readiness”) Financial and Strategic Advisory Advice on mergers and joint ventures (Controlling, Financing, Business Distressed M&A Development) Capital raising, including equity, mezzanine and debt capital Communication with financing partners Conflict mediation and guidance of changes in the shareholder structure Start-up advisory Buy-side M&A Planning and implementation of diversification and buy-and-build strategies advisory Advice on management buy-out and management buy-in Structuring and raising acquisition financing Development of acquisition strategies including identification of target Company Valuation based on Valuation & companies (target search) Discounted Cash-Flow & Multiple- Fairness Analysis of patent activities and information of the target companies Methods Opinions Industry sector analyses and industry screenings Preparation of an integrated business plan (P&L, balance sheet, Cash-Flow, working capital) Seite 4
Team Leander Zerbach Marc Bollinger Dr. Lars Junc Frank Eckertz Tobias Olt Associate Managing Director Managing Director Partner Associated Partner CF | M&A experience: 40+ years CF | M&A experience: 18+ years CF | M&A experience: 10+ years CF | M&A experience: 20+ years CF | M&A experience: 5+ years Since 2014: Managing Since 2014: Managing Since 2014: Partner and Since 2020: Associated Since 2015: Associate of Director and shareholder of Director and shareholder of shareholder of Zerbach & Partner of Zerbach & Zerbach & Company Zerbach & Company Zerbach & Company Company Company Previously various 2004 to 2014: Managing 2007 to 2014: Director at 2010 to 2014: Vice President Previously Managing Director internships in the Director / Board Member of VR Corporate Finance GmbH, at VR Corporate Finance of a Corporate Finance automotive industry and VR Corporate Finance GmbH, Düsseldorf, (now DZ BANK GmbH, Düsseldorf, (now Boutique and in leading industrial segments Düsseldorf (now DZ BANK M&A) DZ BANK M&A) position in the European Dual Study Programme M&A) headquarter of NEC 2002 to 2007: Manager at Previously university lecturer (Bachelor) Business Corporation 1978 to 2004: WGZ BANK Ernst & Young (EY), Frankfurt at the University of Duisburg- Administration at Rethmann AG, Düsseldorf, Corporate am Main Essen in the fields of auditi- Previously various positions Group Clients ng, financial accounting, in the areas of Corporate Bachelor's Degree Interna- Master‘s Degree in Business company valuation and Finance and Wealth Certified and Qualified tional Business with Spanish Economics, University of controlling Management at Bankhaus Banking Officer from both at University of Westminster applied sciences Koblenz Sal. Oppenheim as well as the cooperative and public London and Executive MBA Diploma and Ph.D. in CFO of an Internet Start-up banking sector (Berlin, Milan, New York) Business Economics from Mercator School of Diploma in Business Management, University Economics (Frankfurt) and of Duisburg-Essen Qualified Banking Officer Seite 5
Industry Advisory Board André Barth Dr. Helen Fürst Jürgen Heidel Markus Klöpfer Paul Kraut Construction, Smart Home Packaging Automotive Logistics, Supply Chain Consumer Products, Venture Capital Founder and Managing Managing shareholder of Former Managing Director of Managing Director and Company shareholdings in shareholder of DuoTherm Fürst Group SWA Technologies owner of alpha logs GmbH Asia, North Africa and Angel- Rolladen GmbH VC-Investor of various start-ups Lecturer at Hochschule der Member of the Advisory Bayerischen Wirtschaft Board of Rico-Werk Eiserlo & Former shareholder of Boxine (HDBW), Munich Emmrich GmbH and Rico („Tonies“) and toy manufacturer Druckluftanlagenbau GmbH Schleich Alexander Mesdaghi Dr. Michael Oltmanns, LL.M Oliver Schulte Dr. Uwe Tillmann Dr. Ulrich Viethen Textiles, Manufacturing Law, Tax Healthcare, Renewables Food & Agriculture, Foodservice Automotive, Med-Tech Former Managing Partner of Menold Bezler Shareholder of GG United Chairman of the Board of Former Managing Director of Shareholder of Schmetz and Chairman of the Super- N.V. und Buurtzorg Asia Stratmann Family Foundation AMK Holding GmbH & Co. KG Capital Management GmbH visory Board of Becker Min- Board Director der NSECT Former CEO of VION Food Previously Managing Director ing Systems AG and HPC AG Member of the Board of the Ningbo Shenggu Energy Group N.V. Automotive of Johann Borgers VDMA Industry Association Former Chairman of the Conservation Technology GmbH & Co. KG and Group Vice Former Member of the Board Textile Care, Fabric and Supervisory Board of Co., Ltd. President Siemens Medical of Bestmeat Company B.V. Leather Technologies KATHREIN SE, Pfeiffer Vacu- Solutions Former Managing Partner of Former Chairman of the um Technik AG, Scholz AG Mannheimer Swartling, Member of the Board iwb e.V. Board of Melitta Group und Merkur Bank KGaA Shanghai of Techn. University Munich Seite 6
Why Zerbach & Company? Experience 80+ years of relevant M&A- and Mid Cap We understand both the Seniority We guarantee senior Corporate Finance experience stakeholder needs and management attention and and team Focus and Quality requirements of family-owned team continuity throughout 10+ years of successful continuity companies as well as the project, thus ensuring collaboration of the Partners professional investors and superior quality in unchanged constellation large multinational companies 60+ successfully closed transactions of the Partners, both domestic and international Global We are independent member Industry We are supported by an High Profes- High professional standards of Geneva Capital Group (GCG), Industry Advisory Board with and state-of-the-art M&A Network Advisory sional an exclusive global alliance of long-term experience and process knowledge Board Standards M&A- and Corporate Finance extensive personal networks Due to the access to leading firms, located in Europe, USA databases and financial and Canada, South America, information we have an optimal China and Indonesia, Africa, access to information for our Middle East and Australia advisory (among others: Acuris Mergermarket, Bureau van Dijk, Standard & Poors Capital IQ) Seite 7
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