Today, it has become increasingly challenging to identify and acquire compelling targets with justified valuations. Besides the significant dry powder available through global buyout funds, the increased investment appetite of corporate M&A-driven growth agendas further intensifies competition for the most attractive assets. Industry experts from our vertically structured Private Equity team work together with clients to develop the right investment thesis to improve the quality of deal flow. 

Leveraging our longstanding industry expertise and broad origination network, we unveil robust and analytically informed insights on the industry ecosystem. Our structured market screenings allow for the exploration of industry-specific characteristics and developments and the identification of attractive segments that are worthwhile to invest in or qualify for our client’s buy-and-build strategy.

Through effective target identification, we prioritize valuable targets based on a pre-defined value logic to generate a comprehensive long list that is further narrowed down to an actionable short list. This enables us to develop a sharp point of view for prioritized targets as well as devise a plan on how to approach them.

OUR SECTOR EXPERTISE  

We serve our clients during the acquisition phase by assessing the target’s full potential for the right deal decision-making. We take an unbiased view, follow a numbers-driven approach and act quickly and purposefully to give the client comfort about the core questions regarding to strategy, operations and IT.

Within each investment opportunity, we explore the uniqueness of the target’s business model and the ability to satisfy its customers’ needs; assess the market environment, competitive positioning and evolving industry dynamics; review the business plan as well as detect upside opportunities following a hypothesis-driven approach.

Understanding the business and the industry is the prerequisite of what we do, whether it be through challenging underlying target assumptions or through identifying value creation levers and a sound exit strategy. Our clients can draw on our long-standing and international expertise in the due diligence managing of projects that range from commercial due diligence, red flag due diligence, pre-due diligence, as well as IT, to cost or operational due diligence.

OUR SECTOR EXPERTISE 

To provide an actionable post-acquisition agenda, it takes a good “equity story”, clear strategic roadmap, well defined levers and prompt execution. Together with our clients we define the best ways to create sustainable value out of the asset and achieve timely results and performance improvements, which need to be recognized within the profit and loss statement.

goetzpartners covers all major areas of value creation related to strategy, top- and bottom-line or financial structuring to maximize long-term profitability and free-cash flows. As part of the commercial due diligence, we identify value creation levers as well as first quick wins to ensure the prompt execution of actions after acquisition. We further specify, measurable initiatives, quantify value creation potentials as well as define responsibilities and a clear roadmap.

We provide end-to-end support from strategy definition to execution, and the close interaction between our value creation and dedicated due diligence teams ensure integrated full-service coverage and provide the required expertise throughout all investment phases.

OUR SECTOR EXPERTISE 

We believe that a stringent exit strategy culminates in exceptional returns and prevents price misalignments – therefore investor anticipation, rigorous execution and comprehensive documentation of a forward-looking equity story are indispensable.

During the exit process, we serve our clients with commercial vendor due diligence or commercial factbooks and help to earn returns by defining the ideal exit strategy and equity story for a pre-defined buyer’s universe. We analyse industry trends, assess business cycles as well as current equity market conditions and run an exit sprint program to set the company on the right growth path. In order to illustrate the firm's profitable core, refine and strengthen the management's business plan and detect tangible growth opportunities, we work closely with owners and management.

goetzpartners is the ideal partner in the exit process for clients because we provide a crisp but exhaustive basis of communication for bidders as well as flexible support with answers for potential questions from buyers or lenders.

OUR SECTOR EXPERTISE