Webinarreihe mit unseren Experten (in Englisch)

Perfekter Exit: Die Grundlagen für einen erfolgreichen Unternehmensverkauf

Interessieren Sie sich für das Thema Unternehmensverkauf? Unsere Webinar-Aufzeichnungen werden Ihnen helfen, den Prozess und die Grundlagen für einen erfolgreichen Unternehmensverkauf zu verstehen.

Ein frühzeitiger Start ist für einen erfolgreichen Exit entscheidend. Die Erfolgschancen steigen, wenn Sie das richtige Team zusammenstellen, um das Unternehmen so vorzubereiten, dass der Wert maximiert wird. PETER GRAY, CHAIRMAN, OAKLINS

Begleiten Sie Peter Gray als Moderator und Jürg Stucker sowie weitere Experten bei kurzen, dialogbasierten Webinaren zu den Grundlagen der Ausstiegsplanung.

Der Weg zum Exit

Den Unternehmensverkauf richtig angehen

Eine frühzeitige Vorbereitung auf den Ausstieg kann den Wert Ihres Unternehmens erheblich steigern und den mit dem Prozess verbundenen Stress minimieren. Informieren Sie sich über die verschiedenen Schritte der Exit-Planung, den optimalen Zeitrahmen für den Beginn der Vorbereitungen und typische Missverständnisse, die in der Anfangsphase auftreten. Dieses Wissen wird Ihnen helfen, fundierte Entscheidungen zu treffen.

Webinar-Aufzeichnung:

Der richtige Verkaufszeitpunkt und die Exit-Strategien

Im zweiten Webinar ging es um den besten Verkaufszeitpunkt und warum manche Unternehmen nicht immer zum optimalen Zeitpunkt verkauft werden. Erfahren Sie mehr über die verschiedenen Ausstiegsoptionen, den besten Zeitpunkt für den Ausstieg und ob verschiedene Wege parallel beschritten werden können.

Webinar-Aufzeichnung:

Wie man den Preis maximiert

Hier haben wir uns darauf konzentriert, wie Sie den Preis Ihres Unternehmens maximieren können, welche Faktoren den Preis beeinflussen, wie Sie das EBITDA Ihres Unternehmens steigern können, um eine günstigere Bewertung zu erzielen, und welche Strategien Sie anwenden können, um einen höheren Multiplikator zu erreichen.

Entdecken Sie die wichtigsten Erkenntnisse:

Ein wichtiger Teil eines jeden Unternehmensausstiegs ist die Investorenansprache und die Neupositionierung Ihres Unternehmens in einem höher bewerteten Sektor für einen maximalen EBITDA-Multiple. JÜRG STUCKER, PARTNER, OAKLINS SWITZERLAND

Fehler vermeiden oder fünf Dinge, die Sie wissen sollten

Im folgenden Video gehen wir auf die häufigsten Fehler ein, die bei Unternehmenstransaktionen gemacht werden, und auf die Gründe dafür. Sie erfahren, wie die Inanspruchnahme von Experten dazu beitragen kann, diese Fehler zu vermeiden, und welche Massnahmen zu ergreifen sind, um das Risiko zu mindern, dass ein erfolgreicher Abschluss nicht zustande kommt. Darüber hinaus stellen wir die fünf wichtigsten Elemente vor, die Sie beachten müssen, um eine optimale M&A-Transaktion zu erzielen, und Ihnen wertvolle Einblicke geben, die Ihnen helfen, einen reibungslosen und erfolgreichen Ausstieg zu erzielen.

Webinar-Aufzeichnung:

Biografien der Sprecher

Alejandro Dillon is the current president of Oaklins International and is a founding partner at Columbus Zuma Investment Banking, Oaklins’ member firm in Argentina. With more than 30 years of investment banking experience, Alejandro has been involved in over 150 transactions and has worked actively with the Argentine Securities and Exchange Commission and the Buenos Aires Stock Exchange. He has advised public and private clients as well as private equity funds in a variety of industries, including financial services, consumer & retail and agriculture. Recent clients he has advised include Virtual Software LLC, MABE Mexico S.A. de C.V., ROFEX S.A., BGH S.A. and The Rohatyn Group (Forestry Funds 7 and 8, LP).

Don Wiggins is is the CEO of Oaklins Heritage in Jacksonville and Savannah. He also leads Oaklins’ logistics and distribution teams, providing strategic consulting, exit advice, and sell-side and buy-side transaction services to logistics clients, including distribution, storage, trucking, moving, rail service providers, local delivery and logistics technology. He has completed significant transactions for a wide variety of logistics companies with both strategic acquirors and private equity buyers. In addition, he has provided strategic advice, valuation and related services to more than 200 logistics companies over more than 30 years. Some of his clients include Drummac Inc., Atlantic Quality Parts and CWF. Recent transactions include the sale of Cd’A Metals to Norfolk Iron & Metal, the partnership of Coastal Insurance Underwriters and Constellation, and the sale of Maner Builders Supply to US LBM.

Doug Kravet is a principal at Heritage Capital Group, Oaklins’ member firm in Jacksonville and Savannah, and leads Oaklins’ agriculture and organic & sustainable agriculture teams. He also currently serves on Oaklins International’s executive committee as treasurer. Doug has over 20 years of experience and has successfully led and been involved in transactions in many industries, including agriculture, food & beverage, business services, healthcare, distribution and logistics, and manufacturing. He also has performed more than 300 valuations. Recent transactions include the sale of Cd’A Metals to Norfolk Iron & Metal, the partnership of Coastal Insurance Underwriters and Constellation, and the sale of Maginnis Orthodontics to Smile Doctors.

Florian von Alten is a managing partner at Oaklins Germany, and served as president and chairman of Oaklins International between 2016 and 2019. He joined the firm as an M&A consultant in 1994 and became a partner in 1998. Florian has advised on over 120 M&A transactions, many of them cross-border, mainly in the industrial space. Most of his clients are privately-owned Middelstand companies, but also include larger conglomerates and private equity firms. He has particular expertise in industrial manufacturing, machinery, engineering, industrial automation, precision metal processing, tool manufacturing, injection molding, electronics, food & beverage and construction and facility management. Notable clients he has recently advised include Langley Holdings, SLF Spindel- und Lagerungstechnik Fraureuth, AWAX, USK Karl Utz Sondermaschinenbau, Vebego, Leadec and Gimborn Petfood. He also has close contacts with private equity companies, such as Avedon, Afinum, Bregal, Deutsche Beteiligungs AG, GIMV, H.I.G., IndustrieKapital, NORD Holding, Paragon, Triton, VR Equity Partner and VTC.

Jan Hatje is a managing partner at Oaklins Germany. He leads Oaklins’ internet of things team as well as the technology team in Germany. With more than 15 years of M&A experience behind him, Jan has particular expertise in the TMT and staffing sectors. A key transaction in staffing was advising the shareholders of Timecraft Group on its sale to Actief Group. Notable TMT deals Jan has advised on are the sale of Garz & Fricke to the private equity investor Afinum, the sale of Höft & Wessel to Droege and the sale of Acutronic to Vyaire, backed by Apax. After working as a researcher and analyst, Jan joined Oaklins Germany in 2003.

Jürg Stucker is a partner at Oaklins Switzerland. He also serves on Oaklins International’s executive committee as vice president of marketing & strategy. With extensive experience in M&A and corporate finance, he has a particular focus on industrial machinery & components, TMT and business support services. Blue-chip clients he has advised include ABB, Axpo, BASF, Breitling, Bühler, ETH, Givaudan, Holcim, Migros, MSC, Novartis, NZZ, Oerlikon, SMG, Sonova, Stäubli, Straumann, Swiss and Swisscom.

Kristin J. Bratengen is a director at Oaklins Norway. With more than 15 years’ experience in M&A and corporate finance, she has closed transactions in food and beverage, retail, e-commerce, construction and business support services. Kristin is also responsible for coordinating collaborative projects with Oaklins’ offices around the world and serves on Oaklins’ membership committee. She has extensive experience in providing financial and strategic advice for mergers, acquisitions and valuations. She has recently advised clients such as TES AS, Nortura SA and Jotunfjell Partners as well as private shareholders in retail and food & beverage. 

Peter Gray is the current chairman of Oaklins International and a partner at Oaklins Cavendish, one of Oaklins’ member firms in the UK. Since joining the firm in 1994, Peter has been involved in the sale of over 70 companies, including many in the financial services sector. He is a frequent lecturer on the subject of mergers and acquisitions and has written a book on the subject, entitled “The Definitive Guide to Selling Your Business”.

Priscila Rosas is a partner at Fortezza Partners, one of Oaklins’ member firms in Brazil. She has over 13 years’ experience in mergers and acquisitions and equity private placements. Priscila has led domestic and cross-border transactions in several sectors, such as healthcare, services, consumer, retail, real estate, financial and technology. Some notable transactions include the sale of a majority stake in Topico, the largest Brazilian player in the flexible infrastructure segment for storage and coverage, to Southern Cross Group; the sale of Centro Serviços, a facility service provider and leader in hospital cleaning in Brazil, to the French group Onet; the sale of UHHS, one of the most important blood bank and transfusion companies in Brazil, to Vitapart, a Crescera Capital portfolio company; and the sale of a minority stake in Brilia, a leading Brazilian LED lighting solutions provider, to Cartesian Capital Group.

Reed Phillips is a managing partner at Oaklins DeSilva+Phillips in New York, which he co-founded in 1996. He also leads Oaklins’ events team. Reed specializes in sell-side M&A in a number of industry sectors, including digital media and advertising, market research, consulting, print media, events, information, social media and subscriptions. His recent transactions include the sale of Purpose, a social impact agency, to Capgemini; the sale of TechMedia, a conference business, to RLJ Equity Partners; and the sale of three divisions of Bonnier Corporation—two magazine divisions and the leading advisory business in DE&I for the Fortune 100. Reed has been an investment banker for 31 years and has completed over 200 M&A transactions.

At the end of 2021, his book "QuickValue: Discover Your Value and Empower Your Business in Three Easy Steps" was published by McGraw Hill. The book provides a new valuation methodology for midsize companies.

Valērija Lieģe is a partner at Oaklins Baltics in Riga and leads Oaklins’ glass processing & finishing team. . She also serves on Oaklins International’s executive committee as vice president of quality & integration. With more than 15 years’ experience in corporate finance and change management, Valērija has led top Baltic companies through complex turnarounds, implementing operational and financial restructurings, and has managed various M&A and capital raising projects and advised top regional banks and private equity houses. Key clients she has advised include manufacturing companies GroGlass and Sakret; two of Latvia’s largest retail chains Elvi and Rimi; Lattelecom, the biggest telecoms operator; and Lido, the most significant HoReCa player in Latvia. Recent transactions include the acquisition of Telia Latvia from Telia Company by Tet, the sale of Domenikss to Veho and the sale of FlyCap-backed Bio2You to INVL Baltic Sea Growth Fund.