Valuation | Purchase Price Allocation | Impairment Testing | Financial Modeling:

• Valuation of companies and assets/intangible assets (IP Valuation): in legal, transaction, tax, accounting and restructuring related advisory services;
• Preparation of independent expert reports (including Fairness Opinions, Dispute Valuation);
• Financial modeling and business planning (incl. establishing forecasting processes);
• Purchase Price Allocation and Impairment Testing;
• Clients included German DAX and MDAX companies, midcap companies, family offices and SWF’s in Germany and internationally across many sectors (e.g. media, telecom, logistics, automotive, real estate etc.)

Selected project work:

• Performed the real estate valuations and purchase price allocation in the context of the merger between the two biggest real estate development companies in Abu Dhabi (>US$ 2.5bn)
• Business planning and valuation project for the Supreme Court of Abu Dhabi to separate a family-owned group of companies; held personal meetings with the Justice Department and presented the results to a member of the Ruling Family of the UAE
• Various portfolio valuations for funds in the UAE
• Several independent company valuations (IDW S1) for a German DAX-listed company in the Pharma sector
• Valuation of football players for a German Bundesliga Club
• Valuation & financial modelling trainings in Germany, UAE and Oman

Sell-side Advice | Buy-side Advice | Pricing Analysis | Due Diligence | Data Room:

• Transaction process guidance, preparation of Information Memoranda and valuation/pricing analysis as well as financial due diligence/data room activities
• Close work relationships with Investment Banks, lawyers, strategy, tax and financial advisors

Selected project work:

• Participated and contributed in the merger of two large scale SWF’s in Abu Dhabi with US$ 70bn AUM each
• Led the valuation team in a large-scale sell-side mandate (>US$ 600mn) in the airline industry
• Project Management for a large SWF in Abu Dhabi in the context of a buy-side transaction in the aerospace sector
• IP Valuations (Patents, Brand etc.) for sell-side mandates
• Led the pricing analysis and financial due diligence/data room process during the evaluation of buy-side investment opportunities

Debt Advisory Services | Restructuring Advisory Services:

• Supported clients in raising and/or restructuring debt from banks
• Cooperated with (consortia of) lender banks and advised them in restructuring debt of defaulting or problematic clients

Selected project work:

• Led the valuation team in the context of high-profile restructuring projects in Dubai (global Portfolio with distressed total debt: US$ 25bn and US$ 12bn); giving hold/sell advice to an international group of creditors
  
• Fully responsible for several Restructuring accounts (circa US$ 700mn) within a bank’s “Vulnerable Portfolio”
• Completed and implemented four restructurings based on internationally accepted documentation standards (LMA) with a total restructured volume of approx. US$ 900mn
• Debt advisory and business planning services to an oil trading company (total debt: US$ 1.5bn)

Business Planning | Business Plan Validation | Financial Modeling | Financial Model Review

• The business plan is the foundation of an investor/bank package, the basis for a company valuation, implementing value creation strategies or simply important to communicate and control your company vision
• Entrepreneurs are often too busy with other priorities – such as developing products, finding customers, and recruiting a team – to prepare a compelling business plan
• Since the year 2000, we have helped more than 400 companies and family offices to develop/enhance/review their business plans
• Therefore, we can help as a soundboard or further enhance your existing plan and financial model

Fund raising support:

• Debt: advised a large oi-trading client in a new money ask to lender banks of US$ 650mn by preparing business plan presentations, short-term liquidity analyses and scrutinizing market-based demand parameters
• Equity: fund raising for start-ups, including pitchdeck presentations and negotiations with prospective investors

Portfolio Management:

• Established an Investment Controlling and Management Reporting Process together with a Dashboard tool for Portfolio Management purposes and benchmarking analyses
• Initiated and implemented Value Based Management / Value Creation Strategies in the Portfolio
• Established and implemented an independent valuation process for the fund; set up an efficient infrastructure to perform the semi-annual valuation of the SWF’s portfolio companies

Asset and Investment Management:

• Asset Management activities of key investee companies of a SWF (business development, business planning, reporting, strategy, etc.)
• Assessment of investment proposals / investment opportunities for a SWF (recommendations to Investment Committee)
• Advice to stakeholders (i.e. private and institutional investors, CEO’s and CIO’s) and investee companies to manage the investors’ expectations

Selected project work:

• Managed complex international advisory (reorganization) projects involving several internal and external team members (lawyers, bankers, tax advisors, financial advisors) in multiple locations
• Coordinated various teams and stakeholders during the merger of two large Abu-Dhabi based SWFs, advising the PMO directly
• Oversaw IT implementations (including Agile/Scrum Project Management) during a merger process
• Managed the various parties involved in a last-mile financing for a large real estate project in Abu Dhabi, including the project owner, the construction company, consultants, quantity surveyors, lawyers, risk management and senior management of the bank
• Managed, negotiated and implemented appropriate Policies & Procedures in a SWF and for the integration of a newly established team into the Risk Management division of a bank