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Mergers & Acquisitions

We support transactions end to end: from strategy and valuation through due diligence and negotiation to carve-out, closing and integration.

Who drives M&A

Our M&A practice is led by Martin Richard Roser, backed by partners with many years of private equity and portfolio experience.

Martin Richard Roser

Martin Richard Roser

Partner · M&A, Operational Transformation

10+ years in private equity (including AURELIUS). Leads buy- and sell-side M&A processes, values investments and steers portfolio companies as commercial managing director and (interim) CFO – in distressed/turnaround and growth cases, standalone and in complex carve-outs with an international footprint.

Tobias Klaiber

Tobias Klaiber

Founding Partner · Executive Search, Operational Transformation, M&A

15+ years in PE operations. Ex-Senior Managing Director at AURELIUS; operational value creation and portfolio CEO roles. Extensive experience in setting up transformation boards and executing turnaround programs.

Dr. Martin Schoefer

Dr. Martin Schoefer

Founding Partner · Executive Search, HR & Operational Transformation, M&A

20 years in Consulting & PE ops. Ex-Global Head of HR at AURELIUS; VP at SCHOLL Shoes; CPO at HALLO Healthcare.

Overview

We support buy- and sell-side transactions end to end: from deal rationale and target search through valuation, due diligence and negotiation to carve-out, closing and integration. We combine transaction experience from private equity with hands-on operational delivery – so the value planned in the deal is actually realised afterwards.

Why Transformando

  • Transaction experience from more than ten years in private equity – buy- and sell-side.
  • Valuation, business plan and equity story from a single team.
  • Operational delivery power for carve-outs and post-merger integration.
  • Robust numbers and investor-ready reporting.

Impact at a glance

2–4w
to deal readiness
100+
vetted experts in the network
10y+
private equity experience

Figures vary with deal size, data quality and timeline.

Our M&A approach

  1. Strategy & target definition. Clarify deal rationale, search profile and value drivers.
  2. Preparation & valuation. Set up business plan, valuation, equity story and data room.
  3. Due diligence. Steer financial, commercial, legal and HR due diligence.
  4. Negotiation & signing. Structuring and negotiation support through to signing.
  5. Integration & carve-out. 100-day plan, execution and synergy realisation.

Our offering

Buy-side
  • Target search, screening and first approach
  • Financial and commercial due diligence
  • Valuation, business plan and financing structure
Sell-side & carve-out
  • Exit preparation and equity story
  • Vendor due diligence and data room
  • Carve-out planning and post-merger integration
What you get
  • Valuation model and business plan
  • Due diligence reports and findings list
  • Negotiation and decision papers
  • 100-day and carve-out plan
Engagement terms
  • Fixed-fee or retainer models
  • Success component as agreed
  • Clear deliverables and timeline
Typical focus areas
  • Succession and growth deals in the Mittelstand
  • Carve-outs from corporate structures
  • Distressed and turnaround situations

Our complete, tailored digital services help you to save effort and money and stay financially secure.

Our team reviews markets and capabilities to help you establish a strategy that serves the best interests of your business — whether you want to improve financial performance or mitigate the risks of major transactions.

Smart decisionsNo hidden feesProactive support

Looking beyond numbers to create a plan!

A global firm experienced in assessing and solving all business challenges!

01.

Innovate and learn

We believe this investment approach reduces risk and empowers each fund with experienced expertise.

02.

Create impact

Financial success depends on expert teams with deep business knowledge.

03.

Invest in relationships

Close collaboration with management creates a deep understanding of your business.

04.

Believe in execution

Hands-on involvement ensures operational understanding and alignment.

05.

Deliver outcomes

Our research goes beyond numbers by understanding people behind performance.

06.

Merge diverse ideas

We combine perspectives to reduce volatility and drive innovation.

07.

Devote time & effort

We invest time to define strategies that improve performance and reduce risk.

No matter how big you are and in what industries you work, we can help you work smarter and achieve business goals.

Whether you want to improve performance or mitigate the risks of mergers and acquisitions, our team works across markets and capabilities to establish a strategy that addresses the realities of your business.

Yes. We regularly collaborate with existing advisors to ensure alignment and seamless execution.

Schedule a free consultation!