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Strategic. Reliable. Innovative.

Consulting with attitude. Solutions with impact.

BANSBACH Corporate Finance - your partner for company valuation, M&A services and investment management.

Not just consulting. But real partnership.

BANSBACH Corporate Finance - Companion. Sparring partner. Co-thinker.

"Consulting in the interests of the customer" is not just an empty promise for us, but a lived practice. We always act professionally, independently and transparently. A deep understanding of figures and sound analyses form the basis for successful and efficient advice, with a central and dedicated contact person on hand to provide advice and support and coordinate the technical experts involved.

Always in focus: who needs what.

Our services at a glance.

Our services focus on the target groups of SMEs, investors and start-ups. As a rule, we support transactions with a volume of between 5 million and 100 million euros.

  • We understand the SME sector. And have done for 100 years. We have always supported SMEs in all matters relating to corporate finance and therefore know the special features that arise, for example, in company valuations, internal & external succession solutions or transactions in the SME environment.

     

  • We support investors with tailor-made solutions from our range of corporate finance services. In addition, we provide medium-sized companies with access to innovative solutions, a strong network, start-up investments and cooperation with our advisory approach in the Venture Clienting division.

  • In order to meet the specific requirements of startups and investors, the BANSBACH Startup Desk was founded in 2015 within the Corporate Finance division as a think tank for specialized advice in this area.
    Our experts support startups in implementing their business idea and building a sustainably successful company."

Thinking ahead instead of just accompanying.

Our range of consulting services.

Shaping change and growing together. For a strategically sustainable future. Our overriding goal is always the healthy development of your company. With our many years of experience from a large number of projects, we accompany you in all financial matters and complex change processes. Tailor-made advice forms the integrative element that runs through our service portfolio in the areas of company valuation, M&A services and investment management.

Company valuation

The company valuation is a statement about the financial value of the company and therefore an important basis for further strategic decisions.

The reason for the valuation and the objective determine the scope and depth of analysis for determining the company value. They are derived from four core areas:

    • Inheritance and donation of companies
    • Intra-group transfers of companies, parts of companies and assets
    • Valuation for accounting purposes
    • Recoverability of investments
    • Purchase price allocations
    • Impairment test
    • Leaving and compensation of shareholders
    • Inheritance disputes
    • Contributions in kind
    • Domination and profit transfer agreements, squeeze-out
    • Acquisition / sale of companies, parts of companies and assets as well as capital increases
    • Succession planning / management buy-out and buy-in
    • Mergers and cooperations
    • Value-based remuneration, profit participation rights and financing models

As experts with many years of experience in the field of company valuation, we offer individual solutions with optimal results:

  • Approximate value indication as a quick and inexpensive initial assessment

    • Value range generally based exclusively on actual figures
    • Application of a simplified income capitalization approach and/or multiples approach
    • Lump-sum consideration of other valuation parameters
    • Reporting in short presentation

  • Statement as a brief expert opinion for more detailed consideration

    • Valuation using the IDW S 1 methodology
    • DCF or capitalized earnings value determination on the basis of documents provided
    • Multiplier considerations for plausibility checks
    • In-depth consideration of special aspects
    • Reporting in presentation or short report

  • Expert opinion for optimum load-bearing capacity

    • Comprehensive expert opinions in accordance with IDW S 1
    • In-depth analyses of the past, market and competitive situation
    • Plausibility studies on the planning calculations and planning quality
    • Reporting in an expert opinion

M&A-Services

Consulting services for SMEs have been one of our core competencies for more than 100 years.

 

Based on our experience as consultants in tax, legal and business management issues, we are familiar with the challenges of buy-side and sell-side transactions for medium-sized companies and have successfully mastered these in a large number of projects in the past.

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Our M&A services essentially cover the range of services along the entire M&A process - from initiation to completion.

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One-stop store: With BANSBACH Corporate Finance, you receive complete support for your corporate transaction from a single source - from the initial structuring considerations, company valuation and due diligence through to legal advice, contract negotiation and contract conclusion - without external interfaces, fully integrated.

Sell Side

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  • Preparation

    • Support design of equity story & deal structure
    • Development of sales strategy
    • Company valuation
    • Creation of factbook / teaser/information memorandum
    • Identification of poten. Buyer
    • Market and competition analyses

  • Communication

    • Creation of confidentiality agreements
    • Further buyer selection (short list)
    • Creation of process description for interested parties
    • Initial contact with interested parties
    • Creation of term sheet

  • Due Diligence

    • Organization of the data room
    • Answering questions (Q&A)
    • Support management interviews & site visits
    • Support & coordination of due diligence processes

  • Negotiations

    • Support during negotiations
    • Contract drafting and review
    • Structuring of the transaction
    • Tax and legal advice
    • Support with financing discussions
    • Signing & closing

Buy Side

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  • Preparation

    • Definition of the acquisition strategy
    • Identification of potential targets
    • Preparation of the initial contact

  • Communication

    • Analysis of the information memorandum
    • Support with initial meetings
    • Preliminary valuation
    • Creation of a due diligence checklist
    • Creation of a term sheet

  • Due Diligence

    • Conducting due diligence    
      • Financial
      • Tax
      • Legal
      • Commercial
    • Completion of company valuation
    • Creation of DD report

  • Negotiations

    • Support during negotiations
    • Contract drafting and review
    • Support with financing discussions
    • Regulatory approvals
    • Signing & closing
    • Post-merger integration

Investment Management

With our BANSBACH Investment Controlling as a Service (BaaS), we take over the controlling of your investments and keep you up to date with quarterly reports.

 

BaaS is our answer to an increasingly complex business world in which quick decisions are an advantage.

 

So you can focus on your core business and still maintain an overview of your investment portfolio at all times.

Your advantages at a glance:

  • Beteiligungscontrolling-as-a-Service (BaaS)
  • Regular preparation of the net assets, financial position and results of operations of portfolio companies
  • Direct communication with your portfolio companies, optionally including quarterly analyst meetings
  • Clear and comprehensible reporting
  • Annual value indication using capitalized earnings value and multiples methods
  • Savings ring partner & guide

Globally networked. Locally rooted.

Our international network.

KRESTON Global is a worldwide network of independent accountants and tax advisors and also has a Corporate Finance Special Interest Group dedicated to supporting international transactions. Co-founded by BANSBACH in 1971, it is now represented by independent, owner-managed companies in over 110 countries and all economic centers of the world.

To KRESTON Global

What we make possible

Latest deal news

Each project tells its own story. From strategic growth and succession solutions to innovative investments: Our deals reflect the diversity of entrepreneurial decisions and the strength of joint implementation. Here we provide an insight into selected success stories.

  • Sell-Side-M&A

    Comprehensive advice on the sale of a company as part of an external succession solution

  • Sell-Side-M&A

    Successfully accompanied the sale of a family business to a listed industrial group as part of an external succession solution

  • Sell-Side-M&A

    Successful support for investor entry into software companies

  • Buy-Side-M&A

    Strategic investment in technology start-up successfully supported

  • Buy-Side-M&A

    Successful support for acquisition in electrical wholesale

  • Buy-Side-M&A

    Successfully accompanied strategic investment of a listed company from the IT services segment

  • Buy-Side-M&A

    Successful cross-border succession planning in the packaging sector on the buyer's side

  • Valuation

    Valuation of company shares in cases involving compulsory portions in accordance with IDW S 1 / S 13

  • Valuation

    Financial relief for clients through valuation in the context of tax audits

  • Valuation

    Supporting an international corporate reorganization with valuation services

Trust that speaks for itself.

What our clients say

Every collaboration is unique - and this is reflected in the feedback we receive from our clients. Whether in the context of a company valuation, a transaction or strategic support: we listen, think and act with commitment.

  • Our long-standing partnership with BANSBACH Corporate Finance is characterized by in-depth professional expertise and trust. The practical and human-oriented advice and support are highly valued by us and our start-up teams.

    Konrad Pfitzer

    Managing Director of Grünhof GmbH in Freiburg

  • Our startup was supported from the very beginning by the BANSBACH Corporate Finance team and their experts from the BANSBACH Startup Desk. In retrospect, we are more than happy that we brought the experts on board so early on.
    The collaboration was incredibly valuable, especially in the area of financial planning. Stefan and his team not only guided us through all the topics relating to business plans, liquidity and forecasts, but also repeatedly asked the right questions - just like an internal, external CFO. No buzzword bingo and startup phrases - just honest, professional advice at eye level.
    This was a real relief for us because we were able to focus on our core business without feeling like we were losing track of the financials.
    In short: If you want to set up a solid startup, Stefan and his team are the right people for you.

    Chris Bockey

    Managing Director novation GmbH

  • BANSBACH GmbH impresses with its innovative advice and targeted coaching in the development of our new projects and business ideas. Stefan and his team from BANSBACH Corporate Finance bring in-depth expertise, strategic thinking and a hands-on mentality that continuously drive our further development. Their tailored support and strong network make them an invaluable partner for us.

    Markus Herbstritt

    Partner and responsible for project and business development at Daktari GmbH

  • In the start-up phase of my own practice, the advice from BANSBACH Corporate Finance was a valuable support. Stefan and his team supported me in the areas of company valuation and strategic planning and helped me to make the right financial and structural decisions. In particular, their ability to communicate complex issues in an understandable way and their practical coaching made my path to self-employment much easier and gave me the freedom to concentrate fully on my therapeutic content.

    Helen Kanne

    Specialist in psychosomatic medicine and psychotherapy

  • BANSBACH Corporate Finance makes a valuable contribution to our startup ecosystem. The expert workshops and keynotes are highly appreciated by our startups. Above all, the ability to convey complex issues in an understandable way is an enormous benefit.

    Claudio Herrmann

    Innovation Consultant Cooperations and Startups, BadenCampus

What we make possible

Your contact persons

We not only provide advice, we also proactively support and accompany you as a partner until you reach your goal. We develop effective solutions that give you a high level of decision-making certainty. You can rely on us. Always.

  • Stuttgart

    Tobias Geiler

  • München

    Sybille Podszun

  • München

    Anna Petit-Jean

  • Freiburg

    Stefan Neininger

Please contact us.

We look forward to hearing from you! Please fill out the form below to let us know your questions, suggestions or concerns. Our team will get back to you as soon as possible.

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Your future starts here.

Careers at BANSBACH Corporate Finance.

Become part of our team and shape the future with us! At BANSBACH Corporate Finance, we offer you exciting challenges, diverse development opportunities and an inspiring working environment. Discover our vacancies and start your career with us.

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