Introduction

Wineus Advisory provides tailor-made financial advisory services to entrepreneurs and their companies. Our customer relationships are often based on a long-term partner-oriented collaboration.


Our team offers a profound and extensive track record in complex transactions, corporate finance and financings of transactions as well as in the areas of negotiating and structuring of transactions. Thanks to our independence, we are always ready to support our customers as a reliable and long-term oriented partner in all situations.

Services

Corporate transactions (mergers & acquisitions)

  • Comprehensive client support, from preparation to completion, in the purchase or sale of business divisions (asset deal) or entire companies (buy-side and sell-side M&A).
  • Full support and assistance with your inorganic growth plans, diversification- and internationalization initiatives through acquisitions of companies or divisions.

Real estate transactions

  • Holistic advice on investments in sale and financing of real estate of all types of use.

Financing

Comprehensive financing consulting for established as well as fast-growing companies (e.g., start-ups) to obtain various forms of financing and to optimize your financing structure:


  • Equity financing
  • Mezzanine financing
  • Debt financing
  • Capital market transactions

Value considerations, business plans and financial models

  • Valuation of your company, company divisions or individual assets for various purposes, including assessments, transaction or sale considerations, shareholder agreements, expert reports or second opinions.
  • Preparation of financial strategy and business plans, considering the key value drivers of your company, as a basis for your management decisions.
  • Preparation of integrated financial models (also consolidated in group structures) with balance sheet, income statement, cash flow statement, use of funds and investment plans as well as determination of financing requirements.

Corporate Finance Services

  • Holistic support in the development of strategic action alternatives for your company.
  • Support in the strategic development of your envisaged inorganic consolidation strategy and implementation of regular corporate acquisitions.
  • Elaboration of strategic sales and distribution potentials, sales models as well as implementation options for your product portfolio.
  • Development and set-up of controlling and reporting structures, support of year-end closing activities as well as in the preparation of audits.

Incentive and compensation systems

Tailor-made solutions for sophisticated incentive and compensation schemes:


  • Employee participation models (e.g., real shares, employee participation companies, phantom shares)
  • Management compensation schemes

Company and shareholder agreements

  • Drafting of tailor-made legal contract structures for agreements between shareholders as well as for the arrangement of corporate succession.

Comprehensive support for entrepreneurial families

Individual and situation-adapted optimization-, reorganization- or restructuring advice for your business, considering the optimal parameters and conditions given the economic, tax and legal framework.


Support in investment activities:


  • Analysis, assessment and optimal structuring of investment opportunities
  • Representation of investors in new investments
  • Accompaniment and support in already existing investments


Support in the ongoing management of companies ("corporate housekeeping"):


  • Scheduling and notification of board- and shareholder meetings
  • Preparation of board- and shareholder meeting minutes
  • Maintenance of share registries and other corporate documents
  • Support with accounting / annual financial statements / consolidation


Development of succession structures adapted to the individual needs as well as matrimonial and inheritance structures and their contractual implementation.

Your ADDED VALUE

Broad experience in the preparation, structuring and execution of corporate transactions and restructurings

Extensive expertise in all financing matters in both equity and debt capital (bank, private and capital market financing)

Strong track record in other complex financial matters (valuations, financial simulations, business plans, etc.) in various industry sectors

Profound experience in the day-to-day support of long-standing clients in the structuring of strategic corporate decisions and the preparation of negotiations