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M&A-BULLETIN JUNE 2013 (English edition)
M&A-BULLETIN JUNE 2013
PREFACE 60 SECONDS - OVERVIEW
page 2 / 213
EXTRACT OF BDO’S M&A BUY- SIDE AND SELL-SIDE MANDATES
USE THE 60-SECONDS-OVERVIEW TO GET AN OUTLINE OF THE MANDATES IN THIS BULLETIN.
Dear Reader, The M&A-team of BDO International is pleased to present the June 2013 issue of the M&A-Bulletin. The BDO M&A-Bulletin contains a selection of BDO buy and sell mandates. The projects are published in the language that might fit the interested party the most. The respon-sibility for content and language lies with the re-spective project manager. Projects with very specific target groups as well as highly confidential projects are not published in this Bulletin. The BDO M&A-Bulletin is aimed at entrepreneurs and companies who are interested in buying or sell-ing small or middle-sized companies. The BDO M&A-Bulletin is sent out via email at no charge to parties, who have expressed an interest in M&A transactions, and is published about every oth-er month. Printing and forwarding via email are allowed when the source is mentioned. For further information about individual projects please contact the named project manager or your contact person for M&A transactions in your region (see page 218).
BDO M&A-DATABASE
THE CORPORATE FINANCE TEAM OF BDO INTERNATIONAL HAS A PROPRIE-TARY M&A-DATABASE WHICH IN-CLUDES OTHER BUY AND SELL MAN-DATES, BESIDES THE PROJECTS MEN-TIONED IN OUR M&A-BULLETIN. Due to the sensitivity of the data, only chosen members of the BDO M&A-team have access to the BDO M&A database. Do not hesitate to contact your local BDO M&A con-tact for details of M&A-transactions in your region. Marek Franke Global Head of Mergers & Acquisitions ([email protected])
BDO WORLDWIDE
USING OUR SIZE INTELLIGENTLY BDO is a worldwide network of public accounting firms, called BDO Member Firms. With more than 1,000 offices in over 100 countries, BDO is the fifth largest such network in the world. Each BDO Member Firm is an independent legal enti-ty in its own country.
M&A-BULLETIN JUNE 2013
PREFACE 60 SECONDS - OVERVIEW
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60 SECONDS - OVERVIEW PAGE
SALE MANDATES - COMPANY PROPOSALS - SUCCESSION ........................................... 7
Switzerland, Germany, Austria, Liechtenstein ............................................................................ 8
Defence Technology Industry – ............................................................................................... 8 E-Bike-Branche - Handels- und Servicefirma .............................................................................. 9 Erfolgreiche Fensterfabrik ................................................................................................... 10 Fahrzeugbau .................................................................................................................... 12 Gesundheitswesen ............................................................................................................. 13 Gipser- und Malergeschäft ................................................................................................... 14 Haute Couture Geschäft zu verkaufen ..................................................................................... 15 Hoch- und Tiefbau ............................................................................................................. 16 Hotellerie & Gastronomie / Seniorenresidenz ........................................................................... 17 Hotel- und Gastroangebot ................................................................................................... 18 Innenausbau: Neues, innovatives Einrichtungsprojekt .................................................................. 19 Investitionsangebot in Orthopädieunternehmen ......................................................................... 20 IT System house ................................................................................................................ 21 Kleine aber feine Schreinerei in Luzern ................................................................................... 22 Kunststoffspritzerei ........................................................................................................... 23 Language school ............................................................................................................... 24 Möbel- und Einrichtungshaus ................................................................................................ 25 Praxis für Dermatologie und ästhetische Medizin ....................................................................... 26 Schreinerei...................................................................................................................... 27 Specialised foundation engineering ........................................................................................ 28 Sportcenter ..................................................................................................................... 29 Telekomdienstleister zu verkaufen ........................................................................................ 30 Unternehmergruppe - Industrieverpackungslösungen ................................................................... 31
Rest of Europe & Mediterranean ............................................................................................. 32
4 star tower .................................................................................................................... 32 4 star superior Hotel .......................................................................................................... 33 Company operating into frozen food distribution ....................................................................... 34 Configuration Software ....................................................................................................... 35 Construction Company ........................................................................................................ 36 Dairy products.................................................................................................................. 37 Dental Products ................................................................................................................ 38 Distributing/ marketing drugs/ beauty care products .................................................................. 39 Dried Food ...................................................................................................................... 40 Fish & seafoods ................................................................................................................ 41 FOOD ............................................................................................................................. 42 Frozen Vegetables ............................................................................................................. 43 Hotel development in Amsterdam .......................................................................................... 44 Hotels & Motels - Accommodations ........................................................................................ 45 Hotels in a city of Art ......................................................................................................... 46 Industrial sector ............................................................................................................... 47 Industrial sector - Market research/ opinion survey .................................................................... 48 Insurance company ............................................................................................................ 49 International Forwarding and Custom Agency ............................................................................ 50 Lighting fixtures and airflow management ............................................................................... 51 Luxury Hotel .................................................................................................................... 52 Luxury & wellness hotels ..................................................................................................... 53 Manufacturing and Construction ............................................................................................ 54 Manufacturing company ...................................................................................................... 55 New Tourist Building .......................................................................................................... 56 Oil and Gas Services .......................................................................................................... 57 Packaging ....................................................................................................................... 58 Participation / Investment in vessels shipping, dry-bulk ............................................................... 59 Personal Emergency Service ................................................................................................. 60
M&A-BULLETIN JUNE 2013
PREFACE 60 SECONDS - OVERVIEW
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Project of construction of a tourist complex ............................................................................. 61 Real estate ..................................................................................................................... 62 Real Estate (Commercial) .................................................................................................... 63 Real Estate Development .................................................................................................... 64 Retail Chain .................................................................................................................... 65 Retail Trade .................................................................................................................... 66 Second-hand clothing ......................................................................................................... 67 Security Services............................................................................................................... 68 Tourist Resort .................................................................................................................. 69 Tre Fontane Hotel ............................................................................................................. 70 Transport ........................................................................................................................ 71 Virtual Tourism ................................................................................................................ 72 Wholesale/ distribution of hair treatment products .................................................................... 73 Wholesale of metals and minerals .......................................................................................... 74 Wine Producer & Farmholidays ............................................................................................. 75
Rest of the world ................................................................................................................ 76
Agri / Food...................................................................................................................... 76 Aluminium Segment ........................................................................................................... 77 Animal Genetics ............................................................................................................... 78 Beverage Hygiene ............................................................................................................. 79 CCTV-Global .................................................................................................................... 80 Consulting/Specialized in information security .......................................................................... 81 Cosmetics ....................................................................................................................... 82 Digital Advertising Network.................................................................................................. 83 Drug Development ............................................................................................................. 84 Electronics ...................................................................................................................... 85 Energy Efficiency .............................................................................................................. 86 Fashion retail sector .......................................................................................................... 87 Food and Beverages ........................................................................................................... 88 Food Ingredients Manufacturer ............................................................................................. 89 Garment manufacturing sector ............................................................................................. 90 High End Bolts .................................................................................................................. 91 Hotel Real Estate .............................................................................................................. 92 Information Technology ...................................................................................................... 93 Insurance Services ............................................................................................................. 94 Laboratory/Specialized in diet products / cosmetics ................................................................... 95 Manufactured Goods .......................................................................................................... 96 Manufacturer of fasteners – oil & gas sector ............................................................................. 97 Marketing ....................................................................................................................... 98 Medical information system solutions leader ............................................................................. 99 Mobile Resource Management Solutions Provider ...................................................................... 100 Non-ferrous secondary metal trading sector ............................................................................ 101 Nurserey corporation ........................................................................................................ 102 Oil & Gas Sector .............................................................................................................. 103 Online Retailer ................................................................................................................ 104 Perfumes, Cosmetics & Other Toilet Preparations ..................................................................... 105 Pharmaceutical ............................................................................................................... 106 Pharmaceutical Packaging .................................................................................................. 107 Plastic Products ............................................................................................................... 108 Polyethylene Films Producer ............................................................................................... 109 Power Electronic Industry ................................................................................................... 110 PRC Real Estate Developer ................................................................................................. 111 Real Estate..................................................................................................................... 112 Real Estate..................................................................................................................... 113 Real Estate, Hospitality and Leisure ...................................................................................... 114 Real-time end-to-end billing software company ........................................................................ 115 Retail Specialist Health Food ............................................................................................... 116 Semiconductor Industry – Test equip. producer ........................................................................ 117
M&A-BULLETIN JUNE 2013
PREFACE 60 SECONDS - OVERVIEW
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Ski Resorts ..................................................................................................................... 118 Software developer .......................................................................................................... 119 Solar Power Supply Contracts .............................................................................................. 120 Tahini manufacturer ......................................................................................................... 121 Telecommunication Industry ............................................................................................... 122 Traditional Creative Agency ................................................................................................ 123 UV-Systems .................................................................................................................... 124 Waste Management .......................................................................................................... 125 Water Filtration ............................................................................................................... 126
BUY MANDATES - PARTICIPATIONS - INVESTMENTS .............................................. 127
Switzerland, Germany, Austria, Liechtenstein ......................................................................... 128
Baubranche / General- / Totalunternehmung .......................................................................... 128 Fachdetailhandel mit pharmazeutischen Produkten ................................................................... 129 Firmenübernahme infolge Nachfolgeregelung ........................................................................... 130 Handel – Dienstleistung - Produktion ..................................................................................... 131 Handel- oder Produktionsunternehmen .................................................................................. 132 Herstellungsbetrieb (Konsumgüter inkl. Nahrungsmittel) ............................................................ 133 Herstellungsbetrieb (Konsumgüter inkl. Nahrungsmittel) ............................................................ 134 Immobilien / real estate .................................................................................................... 135 Immobilienportefeuille - Verwaltung ..................................................................................... 136 Immobilientreuhand / -verkauf ............................................................................................ 137 Industrie- und Dienstleistungsbereich .................................................................................... 138 Internationale Spedition und Logistik ..................................................................................... 139 Konsumgüterbereich ......................................................................................................... 140 Logistic Industry .............................................................................................................. 141 Liegenschaftsverwaltung / Immobilientreuhand ........................................................................ 142 Lifestyle-Unternehmen mit Potential ..................................................................................... 143 Lüftung / Trocknung / Klima ............................................................................................... 144 Medical Technologies ........................................................................................................ 145 Nachfolgeregelung ........................................................................................................... 146 Nachfolge- / Wachstumsfinanzierung für industrielle Tätigkeit ..................................................... 147 Nahrungsmittelindustrie ..................................................................................................... 148 Nahrungsmittel- / Werbe- und Logistikbranche ......................................................................... 149 Old Economy .................................................................................................................. 150 Optikerfachgeschäft ......................................................................................................... 151 Produktion – Handel – Dienstleistung ..................................................................................... 152 Sanitär- , Heizungs-, Lüftungstechnik .................................................................................... 153 Schweizer Unternehmung (etabliert) ..................................................................................... 154 Supplier to Construction Industry ......................................................................................... 155 Technologiebranche ......................................................................................................... 156 Unternehmen in Restrukturierungs- oder Wachstumsphase .......................................................... 157 Wellness-Markenunternehmen mit Potential ............................................................................ 158 Werkzeuggrosshandel ........................................................................................................ 159
Rest of Europe and Mediterranean ........................................................................................ 160
All sectors ...................................................................................................................... 160 Building Products - Engineering - Rain Water Management .......................................................... 161 Commercial Building ......................................................................................................... 162 Commercial Electric Lighting Fixtures .................................................................................... 163 Conglomerate of large manufacturing businesses ...................................................................... 164 Consumer Goods .............................................................................................................. 165 Engineering & Container Handling ......................................................................................... 166 Fabricated Metal Products .................................................................................................. 167 Fluid Handling ................................................................................................................. 168 Holiday and recreational parks ............................................................................................ 169 Hotels in Western Europe ................................................................................................... 170 Industrial instrumentation .................................................................................................. 171
M&A-BULLETIN JUNE 2013
PREFACE 60 SECONDS - OVERVIEW
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Large machine tools & precision components ........................................................................... 172 Logistics provider ............................................................................................................. 173 Machinery & Engineering .................................................................................................... 174 Manufacturing ................................................................................................................. 175 Manufacturer of small bottles for the pharmaceutical industry ..................................................... 176 Pest control / washroom hygiene products .............................................................................. 177 Precision Engineering Company ............................................................................................ 178 Rental........................................................................................................................... 179 Retail sector ................................................................................................................... 180 Sensorik & Automatisierungstechnik ...................................................................................... 181 Scientific Ditigal Cameras ................................................................................................... 182 Transport sector .............................................................................................................. 183 Verleih .......................................................................................................................... 184
Rest of the world .............................................................................................................. 185
Adhesives and Sealants ...................................................................................................... 185 Chemicals manufacture and distribution ................................................................................. 186 Distribution .................................................................................................................... 187 Electronic equipment and instruments ................................................................................... 188 Electronics manufacture – sensors and controls ........................................................................ 189 Engineering in the nuclear sector ......................................................................................... 190 Flavor and fine ingredients company ..................................................................................... 191 Food raw materials ........................................................................................................... 192 Food sector .................................................................................................................... 193 Food sector .................................................................................................................... 194 Global Garment Hanger Company ......................................................................................... 195 Healthcare Manufacturing .................................................................................................. 196 Healthy food chain ........................................................................................................... 197 Manufacturer of car cleaning products ................................................................................... 198 Manufacturer of electronic components / sensors ..................................................................... 199 Manufacturer of engineered components ................................................................................ 200 Plastic Additives .............................................................................................................. 201 Oil and Gas Services ......................................................................................................... 202 Software Solutions ........................................................................................................... 203 Steel Service .................................................................................................................. 204 Supply of capital equipment and after-sales servicing ................................................................ 205 Supplier of surveillance and security systems ........................................................................... 206 Targets with future-oriented ............................................................................................... 207 Thermal engineering ......................................................................................................... 208 Transformer Manufacturing Company .................................................................................... 209
CONFIDENTIALITY ...................................................................................... 210
OUR SERVICES WITHIN M&A ........................................................................... 211
CONTACT INFORMATION ............................................................................... 212
OUR CORPORATE FINANCE-TEAM WORLDWIDE.................................................... 213
M&A-BULLETIN JUNE 2013
SALE MANDATES - COMPANY PROPOSALS - SUCCESSION
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SALE MANDATES - COMPANY PROPOSALS - SUCCESSION
The following list offers an excerpt of sell-side mandates and /or succession plans, which BDO's corporate fi-nance department has been engaged on. Besides the projects mentioned below, BDO has additional sell-side mandates in its proprietary BDO M&A-Database.
SALE MANDATES
M&A-BULLETIN JUNE 2013
SALE MANDATES - COMPANY PROPOSALS - SUCCESSION
SALE MANDATES-COMPANY PROPOSALS-SUCCESSION
BUY MANDATES-PARTICIPATIONS-INVESTMENTS
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
page 8 / 213
Switzerland, Germany, Austria, Liechtenstein
Defence Technology Industry – Sellside - Project “STRONG”
Region Düsseldorf, Germany
Industrial sector
Defence Technology Industry/IT
Title Investment Opportunity in the Defence Technology Industry
Short description
The independent company STRONG is a provider of custom engineered system solutions for
industrial and defence applications. Since 1992, STRONG supplies defence technology and
systems vendors with computers, servers, laptop computers, high-resolution displays, IT
components and software solutions as well as special visualization and communication ap-
plications. Furthermore STRONG designs, develops and produces rugged (especially secure)
IT components for the industrial and military markets.
The company’s systems are successfully integrated for example in the chain-driven tank
howitzer PzH2000, the new transport tank Fox ABC, in submarine boats and truck parks and
has now also become part of the German army’s guidance and information system.
Core Products: • Rugged Computer Systems for Commercial and Military Use • Display Modules/Multi-Monitor Systems • Network Components • Keyboard and Mouse Compatible User Input Systems • Integrable Control and Monitoring Systems (BITE) • Software
Category of turnover
EUR 2 to 5 mio.
# employees (heads)
11 to 20
Category of price
n.a.
Engagement just financial just management both
Reference Project STRONG
Contact Axel Maack +49 211 1371 441 [email protected] Frederik Röll +49 211 1371 252 [email protected]
M&A-BULLETIN JUNE 2013
SALE MANDATES - COMPANY PROPOSALS - SUCCESSION
SALE MANDATES-COMPANY PROPOSALS-SUCCESSION
BUY MANDATES-PARTICIPATIONS-INVESTMENTS
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
page 9 / 213
E-Bike-Branche - Handels- und Servicefirma Firmenangebot - Verkauf - Nachfolge
Region Nordwestschweiz
Branche E-Bike-Branche - Handels- und Servicefirma
Titel Firmenübernahme infolge Nachfolgeregelung
Kurz- beschreibung
Für eine in der Branche der E-Fahrräder und –Roller führendes und erfolgreiche Handels- und Serviceunternehmung in der Nordwestschweiz wird eine Nachfolgelösung gesucht:
Seit 1998 mit stetig steigenden Umsätzen mehrheitlich für CH-Kundschaft tätig
Breites Angebot von Elektro-Fahrräder, -Roller inkl. Service/Reparaturen
2 Standorte (in Miete) an attraktiver Lage
Umsatz- kategorie
CHF 1 bis 2 Mio.
# Mitarbeiter (Köpfe)
< 10 MA
Preis- kategorie
CHF 500'000 bis 2 Mio.
Erwartetes Engagement
nur finanzielles Engagement
nur Management-kapazität
beides
Referenz Handels- und Servicefirma
Kontakt Stephan Bolliger +41 (0)62 834 91 19 [email protected]
M&A-BULLETIN JUNE 2013
SALE MANDATES - COMPANY PROPOSALS - SUCCESSION
SALE MANDATES-COMPANY PROPOSALS-SUCCESSION
BUY MANDATES-PARTICIPATIONS-INVESTMENTS
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
page 10 / 213
Erfolgreiche Fensterfabrik Firmenangebot - Verkauf - Nachfolge
Region Zentralschweiz
Branche Baunebengewerbe
Titel Erfolgreiche Fensterfabrik
Kurz- beschreibung
Diese Fensterfabrik (Holz/Holz, Holz/Aluminium) arbeitet seit 3 Generationen erfolgreich.
Sie ist in gemieteten Räumlichkeiten, gut eingerichtet und völlig schuldenfrei. Es wird ein
kompetenter Fachmann gesucht, der sich selbständig machen will.
Umsatz- kategorie
2,5 – 3 Mio
# Mitarbeiter (Köpfe)
15
Preis- kategorie
CHF 1,5 Mio.
Erwartetes Engagement
nur finanzielles Engagement
nur Management-kapazität
beides
Referenz PI
Kontakt Marek Franke +41 41 368 12 55 [email protected]
M&A-BULLETIN JUNE 2013
SALE MANDATES - COMPANY PROPOSALS - SUCCESSION
SALE MANDATES-COMPANY PROPOSALS-SUCCESSION
BUY MANDATES-PARTICIPATIONS-INVESTMENTS
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
page 11 / 213
European Mining Project
Investment Opportunity
Region Austria
Industrial sector
European Mining Project
Title Opportunity to invest in an Austrian company which focuses on the exploration, development and utilization of all kinds of mineral deposits.
Short description
The company has acquired the exclusive mining rights to explore one of the most important
deposits in Austria with a size of 25 km2. The company’s focus is to extract the metals from
the raw material and to process them to high-value products. Main products will be magnesi-
um hydroxide, magnesium oxide, side products will be silicon oxide, ferric oxide, aluminum
oxide, chromite, manganese oxide and nickel oxide. The extraction of raw materials and
production start is planned for 2016/2017.
Investment highlights:
Exclusive mining rights
Sales potential of around mEUR 56 per year, expected EBT of mEUR 19 p.a.
A total investment volume of around 69 million Euros
Outstanding profitability with great growth potential
Category of turnover
Development stage
# employees (heads)
N.A.
Category of Price
N.A.
Engagement just financial just management both
Reference Project MINEX
Contact Alexander Enzinger +43 316 3171-400 [email protected] Christina Loidl +43 316 3171-400 [email protected]
M&A-BULLETIN JUNE 2013
SALE MANDATES - COMPANY PROPOSALS - SUCCESSION
SALE MANDATES-COMPANY PROPOSALS-SUCCESSION
BUY MANDATES-PARTICIPATIONS-INVESTMENTS
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
page 12 / 213
Fahrzeugbau Firmenangebot - Verkauf - Nachfolge
Region Deutschschweiz
Branche Fahrzeugbau
Titel Beteiligung/Firmenübernahme
Kurz- beschreibung
Erfolgreiche und in ihrem Segment führende Unternehmung mit langjähriger, qualitätsbe-
wusster Kundschaft sucht eine strategische Zusammenarbeit oder Übernahme durch geeig-
nete Unternehmung.
Die Betriebstätigkeit wird in eigener Liegenschaft ausgeführt; eine Übernahme der Liegen-
schaft wird angestrebt, ist jedoch kein Muss-Kriterium.
Umsatz- kategorie
CHF 2.0 bis 5.0 Mio.
# Mitarbeiter (Köpfe)
11 bis 20
Preiskategorie/ (Preisvorstel-lung)
Verhandlungssache
Erwartetes Engagement
nur finanzielles Engagement
nur Management-kapazität
beides
Referenz Fahrzeugbau
Kontakt Peter Baumgartner +41 41 368 12 50 [email protected]
M&A-BULLETIN JUNE 2013
SALE MANDATES - COMPANY PROPOSALS - SUCCESSION
SALE MANDATES-COMPANY PROPOSALS-SUCCESSION
BUY MANDATES-PARTICIPATIONS-INVESTMENTS
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
page 13 / 213
Gesundheitswesen Firmenangebot - Beteiligung
Region Deutschschweiz
Branche Gesundheitswesen
Titel Beteiligung an einer seit mehr als 20 Jahren erfolgreichen Reha-Klinik mit gutem Ruf und Wachstumspotential
Kurz- beschreibung
Die spezialisierte Reha-Klinik ist auf verschiedenen Spitallisten von Deutschschweizer Kan-
tonen aufgeführt und verfügt über ein sehr seriöses Image. Die Infrastruktur entspricht den
heutigen hohen Anforderungen, ebenso wie das qualifizierte Personal in den verschiedenen
Arbeitsbereichen.
Die Klinik ist weiter ausbaubar (eigene Liegenschaft) und insbesondere für eine Unterneh-
mung im Gesundheitswesen sehr interessant.
Interesse besteht an finanzieller Beteiligung / Übernahme und Führung. Der Eigentümer ist
bereit, bei Bedarf noch für einige Zeit Unterstützung zu leisten.
Umsatz- kategorie
> CHF 7.0 Mio.
# Mitarbeiter (Köpfe)
> 50
Preis- kategorie
Verhandlungssache
Erwartetes Engagement
nur finanzielles Engagement
nur Management-kapazität
beides
Referenz Projekt REHA
Kontakt Peter Baumgartner +41 41 368 12 50 [email protected] Marek Franke +41 41 368 12 55 [email protected]
M&A-BULLETIN JUNE 2013
SALE MANDATES - COMPANY PROPOSALS - SUCCESSION
SALE MANDATES-COMPANY PROPOSALS-SUCCESSION
BUY MANDATES-PARTICIPATIONS-INVESTMENTS
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
page 14 / 213
Gipser- und Malergeschäft Firmenangebot - Verkauf - Nachfolge
Region Espace Mittelland
Branche Baunebenbranche
Titel Gipser- und Malergeschäft
Kurz- beschreibung
Dieses seit über 20 Jahren erfolgreiche Gipser- und Malergeschäft beschäftigt 20 Mitarbeiter
und verfügt über eine etablierte Geschäftsleitung.
Es hat sich in der Region einen ausgezeichneten Namen durch Qualität und Zuverlässigkeit
geschaffen.
Umsatz- kategorie
CHF 2 bis 5 Mio.
# Mitarbeiter (Köpfe)
20 Mitarbeiter
Preis- kategorie
CHF 2 bis 5 Mio.
Erwartetes Engagement
nur finanzielles Engagement
nur Management-kapazität
beides
Referenz Gipser- und Malergeschäft
Kontakt Marek Franke +41 41 368 12 55 [email protected]
M&A-BULLETIN JUNE 2013
SALE MANDATES - COMPANY PROPOSALS - SUCCESSION
SALE MANDATES-COMPANY PROPOSALS-SUCCESSION
BUY MANDATES-PARTICIPATIONS-INVESTMENTS
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
page 15 / 213
Haute Couture Geschäft zu verkaufen Firmenangebot - Verkauf - Nachfolge
Region Schweiz
Branche Haute Couture - Damenoberbekleidung
Titel Haute Couture Geschäft mit einer grossen Anzahl an Schnittmustern zu verkaufen
Kurz- beschreibung
Das Projekt SILK steht für ein schweizweit bekanntes Unternehmen, welches Massanferti-
gungen im Textilbereich auf höchstem Niveau für Damen und Herren fertigt und einen aus-
gezeichneten Ruf geniesst.
Die Inhaber, die das Unternehmen über 30 Jahre lang aufgebaut und geführt haben, suchen
nun im Sinne einer Nachfolgeregelung einen neuen Eigentümer.
Mit der Investition ins Projekt SILK profitiert der zukünftige Eigentümer von folgenden Vor-
teilen:
- Etabliert: Grosser Kundenstamm und grosser Bekanntheitsgrad im betreffenden
Marktsegment.
- Ausgezeichnete Qualität: SILK ist bekannt für höchstwertige Qualität, Exklusivität
und Stil. Diese Bekanntheit wurde durch langjährige Kundenzufriedenheit und Mar-
kenpflege aufgebaut.
- Know-how: Handwerkliches Know-how im Kunsthandwerk Couture.
Wertvolle Prototypen: Mit den 1'500 vorhandenen Schnittmuster und Prototypen kann in
kürzester Zeit mit wenig Aufwand eine neue Kollektion erstellt werden. Das Schnittarchiv
kann von einem Investor sofort genutzt werden, indem man sie für eine eigene Kollektion
umsetzt oder sie in ein CAD Programm einliest und so vervielfältigen kann.
Umsatz- kategorie
CHF 1 Mio. bis 2 Mio.
# Mitarbeiter (Köpfe)
< 10
Preis- kategorie
CHF 500'000 bis 2 Mio.
Erwartetes Engagement
nur finanzielles Engagement
nur Management-kapazität
beides
Referenz Projekt SILK
Kontakt Marcel Jans Simone Aebersold +41 44 444 37 55 +41 44 444 36 88 [email protected] [email protected]
M&A-BULLETIN JUNE 2013
SALE MANDATES - COMPANY PROPOSALS - SUCCESSION
SALE MANDATES-COMPANY PROPOSALS-SUCCESSION
BUY MANDATES-PARTICIPATIONS-INVESTMENTS
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
page 16 / 213
Hoch- und Tiefbau Firmenangebot – Verkauf – Nachfolge
Region Westaargau / Zentrales Mittelland
Branche Bau
Titel Nachfolgeregelung / Verkauf eines erfolgreich geführten Hoch- und Tiefbauunternehmens mit langjähriger Stammkundschaft und sehr guter Marktverankerung
Kurz- beschreibung
Die Unternehmung wird in der 2. Generation erfolgreich geführt. Sie erwirtschaftet jährlich
einen Umsatz in der Höhe von rund CHF 5.3 Mio.
Die KMU hat sich im Bereich Hoch- und Tiefbau spezialisiert und ist vor allem im Gebiet
Westaargau / zentrales Mittelland tätig. Sie liegt an verkehrsgünstiger Lage und verfügt
über einen modernen Maschinen- und Fahrzeugpark sowie über einen zweckmässigen Werk-
hof. Zurzeit beschäftigt sie 22 Mitarbeitende.
Der langjährige und wiederkehrende Kundenstamm hat wesentlich zum Erfolg der Unter-
nehmung beigetragen. Aus Altersgründen strebt der Inhaber eine Nachfolge durch Verkauf
der Unternehmung an.
Die optimale und moderne Infrastruktur, die langjährigen Kundenbeziehungen sowie ein
bewährtes Unternehmenskonzept sollen dafür sorgen, dass die Unternehmung auch zukünf-
tig im Wettbewerb bestehen kann.
Umsatz- kategorie
CHF 5 Mio. (brutto)
# Mitarbeiter (Köpfe)
22
Preis- kategorie
Verhandlungssache
Erwartetes Engagement
nur finanzielles Engagement
nur Management-kapazität
beides
Referenz Kleinere Bauunternehmung
Kontakt Stephan Bolliger +41 62 834 91 19 [email protected]
M&A-BULLETIN JUNE 2013
SALE MANDATES - COMPANY PROPOSALS - SUCCESSION
SALE MANDATES-COMPANY PROPOSALS-SUCCESSION
BUY MANDATES-PARTICIPATIONS-INVESTMENTS
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
page 17 / 213
Hotellerie & Gastronomie / Seniorenresidenz Firmenangebot - Verkauf - Nachfolge
Region Zentralschweiz - im Herzen der Schweiz
Branche Hotellerie & Gastronomie / Seniorenresidenz
Titel Firmenübernahme (Aktiengesellschaft) infolge Nachfolgeregelung
Kurz- beschreibung
Die Hoteliersfamilie will die Nachfolge altersbedingt frühzeitig und sorgfältig regeln. Das
charmante Hotel mit ausgezeichneter "À la carte-Küche" zeichnet sich durch folgende Ei-
genschaften aus:
Hervorragend geführter Hotelbetrieb mit Fokus auf Seminare, Bankette und Hoch-
zeiten
Ausgezeichneter Ruf weit über die Zentralschweiz hinaus
Traumhafte Garten- und Apéro-Terrasse mit total 175 Plätzen - unverbaubare
Seesicht
Bestens erhaltene Immobilie - kein Investitionsnachholbedarf
Rund 20 perfekt eingerichtete Zimmer bieten dem Gast den Komfort, der diesem einmali-
gen Haus entspricht.
Für einen solventen Investor kann es von Interesse sein, dass die bestehende Bau- und Zo-
nenplanordnung eine Umnutzung in z.B. Eigentumswohnungen zulässt (vorbehalten De-
tailabklärungen).
Die Immobilie eignet sich auch bestens für eine Seniorenresidenz.
Umsatz- kategorie
rund CHF 2.5 Mio. bis CHF 3.0 Mio. mit zusätzlichem Potential, da Hotel und Restaurant nicht ganzjährig geöffnet sind Ausbau auf Jahresbetrieb jederzeit möglich
# Mitarbeiter (Köpfe)
Nur für solvente Interessenten - ein Eigenmittelnachweis von mind. CHF 2.0 Mio. ist erfor-derlich.
Preis- kategorie
nur finanzielles
Engagement
nur Management-
kapazität
beides
Erwartetes Engagement
Projekt BIJOU
Referenz Peter Baumgartner Patrick Knüsel +41 41 368 12 50 +41 41 368 12 71 [email protected] [email protected]
M&A-BULLETIN JUNE 2013
SALE MANDATES - COMPANY PROPOSALS - SUCCESSION
SALE MANDATES-COMPANY PROPOSALS-SUCCESSION
BUY MANDATES-PARTICIPATIONS-INVESTMENTS
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
page 18 / 213
Hotel- und Gastroangebot Firmenangebot - Verkauf - Nachfolge
Region Tessin
Branche Hotel und Gastrobranche
Titel Renommierter Hotel- und Gastrobetrieb zu verkaufen
Kurz- beschreibung
Die Gesellschaft beschäftigt sich mit der Verwaltung eines Hotelbetriebes im Nord-Tessin
inkl. Restaurant und Pizzeria (7x7 offen). Anzahl Zimmer: 30-35.
Die Region bietet zahlreiche Möglichkeiten für Ausflüge sowie Spaziergänge oder Sport.
Umsatz- kategorie
CHF 2 bis 5 Mio.
# Mitarbeiter (Köpfe)
21 bis 50 Mitarbeitende
Preis- kategorie
TCHF 500 bis CHF 2 Mio.
Erwartetes Engagement
nur finanzielles Engagement
nur Management-kapazität
beides
Referenz Projekt TESSIN
Kontakt Nicola Zanetti
+4191 913 32 00
M&A-BULLETIN JUNE 2013
SALE MANDATES - COMPANY PROPOSALS - SUCCESSION
SALE MANDATES-COMPANY PROPOSALS-SUCCESSION
BUY MANDATES-PARTICIPATIONS-INVESTMENTS
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
page 19 / 213
Innenausbau: Neues, innovatives Einrichtungsprojekt Beteiligungs- und Zusammenarbeitsangebot
Region CH / Mittelland
Branche Möbel / IT / B2C-Marketing
Titel Beteiligungs- und Zusammenarbeitsangebot
Kurz- beschreibung
Unsere Kundin ist eine erfolgreiche, solide und bestens etablierte Unternehmung mit rund
30 Mitarbeitenden in einem bisher ausschliesslich B2B-geprägten Innenausbausegment.
2012 wurde ein sehr innovatives, neues Geschäftsfeld mit der Produktion von Möbeln für
den Endverbraucher (B2C) realisiert. Die grosse Innovation dahinter sind nicht die Produkte
selber, sondern deren Internet-basierte Eigenkonfiguration, Bestellung ("Warenkorb") und
Bezahlung durch den Kunden. Durch die Einbindung des Konsumenten in die Wertschöp-
fungskette wird diese deutlich günstiger während gleichzeitig die Kundenbindung deutlich
erhöht wird. Das System ist am Markt eingeführt und hat sich bei der Abwicklung von
selbstkonfigurierten Kundenaufträgen von bisher über CHF 0,5 Mio. bestens bewährt, was
auch dem Markt und den Medien nicht entgangen ist.
Nun steht die Wachstumsphase dieses möglicherweise zu verselbstständigen Geschäftsfeldes
an, wozu insbesondere dem heute noch fehlenden Knowhow im Detailhandelsmarketing
(B2C-Marketing) und dessen Finanzierung besondere Aufmerksamkeit geschenkt wird. Der
relevante ansprechbare Schweizer Markt wird auf CHF 3,5 Mrd. geschätzt und das Konzept
lässt sich über Lizenznehmer sowohl im Inland wie im Ausland rasch ausweiten. Der sorgfäl-
tig und zurückhaltend erarbeitete Businessplan sieht einen primär auf Marketing fokussier-
ten Investitionsbedarf über 2 Jahre von ca. CHF 2 Mio. vor.
Innovativen Investoren und/oder B2C-erfahrenen Partnern aus dem Detailhandelsmarketing
bietet sich hier eine einmalige Gelegenheit, beim Durchstarten eines bahnbrechenden Ge-
schäftsmodells mit enormem Potenzial und Return dabei zu sein.
Umsatzkategorie CHF 2-5 Mio. (Investitionsbedarf CHF 2 Mio.)
# Mitarbeiter 10 - 40
Vorstellung Kapital und Knowhow im B2C-Detailhandelsmarketing langlebiger Konsumgüter
Erwartetes Engagement
nur finanzielles Engagement
nur Management-kapazität
Beides
Referenz Möbel-B2C RDML/07.2012
Kontakt Werner Mathys +41 32 624 6587 / +41 79 634 3393 (mobile) [email protected]
M&A-BULLETIN JUNE 2013
SALE MANDATES - COMPANY PROPOSALS - SUCCESSION
SALE MANDATES-COMPANY PROPOSALS-SUCCESSION
BUY MANDATES-PARTICIPATIONS-INVESTMENTS
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
page 20 / 213
Investitionsangebot in Orthopädieunternehmen Firmenangebot - Verkauf - Nachfolge
Region Schweiz
Branche Medizinaltechnik / Gesundheit
Titel Investitionsmöglichkeit in Orthopädieunternehmen
Kurz- beschreibung
Die Bevölkerung in Europa wird immer älter. Im Gleichschritt wachsen auch der Markt, die
Umsätze und die Verdienstmöglichkeiten im Bereich orthopädischer Implantate.
Kompetente und erfahrene Spezialisten für die Entwicklung und den Vertrieb haben sich in
einem Start-up zusammengeschlossen, um eine neue Generation von Produkten zu entwi-
ckeln und vorerst auf den CH und DE Markt zu bringen. Ergänzend werden auch Produkte für
die Fraktur- und Knochenbruchbehandlung als Handelsprodukte demselben Kundenkreis
angeboten.
Der Gesamtkapitalbedarf beträgt rund EUR 5.0 Mio. Interessenten ab einem Betrag von EUR
0.25 Mio. bieten sich interessante Renditemöglichkeiten.
Umsatz- kategorie
n.a.
# Mitarbeiter (Köpfe)
n.a.
Preis- kategorie
EUR 0.25 bis 5.0 Mio.
Erwartetes Engagement
nur finanzielles Engagement
nur Management-kapazität
beides
Referenz Ortho-Start-up
Kontakt Rolf Fäs +41 62 834 92 36 [email protected]
M&A-BULLETIN JUNE 2013
SALE MANDATES - COMPANY PROPOSALS - SUCCESSION
SALE MANDATES-COMPANY PROPOSALS-SUCCESSION
BUY MANDATES-PARTICIPATIONS-INVESTMENTS
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
page 21 / 213
IT System house
Sell-Side Mandate
Region Austria
Industrial sector
IT System house
Title Opportunity to acquire up to 100% (one hundred per cent) of an Austrian IT System house with more than 20 years experience and an outstanding profitability.
Short description
The target company is an Austrian company with limited-liability (GmbH), which offers a
wide range of IT services and IT products from renowned manufacturers. The company pro-
vides first class IT products and tailor-made complete IT solutions. These products are pur-
chased directly from the major manufactures or from Austrian distributors. The company is
selling hardware and software to the non-public sector (e.g. industry), to the public sector
(e.g. schools, universities) and to a lesser extent directly to private customer. If desired by
the customer all products will be installed, tested and tailored to the customer’s needs.
Furthermore the company offers a full hardware repair service for their IT products. The
company’s consultancy team provides its clients support and consulting services along with
the development of IT concepts, selection of hardware and software, implementation of
new processes and develops tailor-made solutions.
Investment highlights:
Extensive customer-base (2,500 customers)
Certified partner of leading manufacturers
Rapid adaptation to changing customer requirements
Comprehensive service and consulting assistance for tailor-made IT solutions
Outstanding profitability with growth potential
Category of turnover
EUR 20 to 25 Mio.
# employees (heads)
about 40 to 50
Category of Price
N.A.
Engagement just financial just management both Reference Project RACK
Contact Alexander Enzinger +43 316 3171-400 [email protected] Christina Loidl +43 316 3171-400 [email protected]
M&A-BULLETIN JUNE 2013
SALE MANDATES - COMPANY PROPOSALS - SUCCESSION
SALE MANDATES-COMPANY PROPOSALS-SUCCESSION
BUY MANDATES-PARTICIPATIONS-INVESTMENTS
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
page 22 / 213
Kleine aber feine Schreinerei in Luzern Firmenangebot - Verkauf - Nachfolge
Region Zentralschweiz
Branche Schreinerei
Titel Kleine aber feine Design-Schreinerei
Kurz- beschreibung
Diese Schreinerei ist sehr gut eingerichtet (CNC-Maschine 2010) etc. und befasst sich mit
Inneneinrichtungen, Ladenbau, und Design
Umsatz- kategorie
CHF 500‘000.00 – 1 Mio.
# Mitarbeiter (Köpfe)
3 Personen
Preis- kategorie
CHF 380‘000.00
Erwartetes Engagement
nur finanzielles Engagement
nur Management-kapazität
beides
Referenz PI
Kontakt Marek Franke +41 41 368 12 55 [email protected]
M&A-BULLETIN JUNE 2013
SALE MANDATES - COMPANY PROPOSALS - SUCCESSION
SALE MANDATES-COMPANY PROPOSALS-SUCCESSION
BUY MANDATES-PARTICIPATIONS-INVESTMENTS
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
page 23 / 213
Kunststoffspritzerei Firmenangebot - Verkauf - Nachfolge
Region Ostschweiz
Branche Kunststoff
Titel Kunststoffspritzerei
Kurz- beschreibung
Dieses hervorragend positionierte Unternehmen hat sich seit vielen Jahren auf dem Markt
einen guten Namen geschaffen. Es verfügt über Kundenspritzaufträge und Eigenprodukte.
Umsatz- kategorie
CHF 5 bis 10 Mio.
# Mitarbeiter (Köpfe)
21-50
Preis- kategorie
CHF 5 Mio.
Erwartetes Engagement
nur finanzielles Engagement
nur Management-kapazität
beides
Referenz PI
Kontakt Marek Franke +41 41 368 12 55 [email protected]
M&A-BULLETIN JUNE 2013
SALE MANDATES - COMPANY PROPOSALS - SUCCESSION
SALE MANDATES-COMPANY PROPOSALS-SUCCESSION
BUY MANDATES-PARTICIPATIONS-INVESTMENTS
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
page 24 / 213
Language school Sellside
Region Austria, worldwide
Industrial sector
Education / Language school
Title Chinese language school for sale in Austria
Short description
An Austrian language school for Chinese has come up for sale, creating an exciting opportunity for a buyer to expand his business or for those who are interested in entering into this market.
The school has already been running very successfully, however currently it is not operating due to a shortage of managing capacity. Therefore the school is fully prepared to be re-started immediately by the new owner.
Based in the capital of Austria and Munich the school is specializing in the language of the fastest growing economy of the world and running both 24-level-courses as well as specialty courses with the focus on “economy” and “travelling”.
Within 4 years of development a unique language-course was designed by European and Chinese lan-guage teachers together. Already after passing the first level the students are able to read, write and understand basic Chinese expressions.
The advantages of booking a course in this particular language school and with that the USP of buying this school are the following:
■ A course can be started by a student at any time.
■ A wide variety of teaching methods allows to adjust to individual circumstances.
■ The educational staff from China leads the student through the entire course which enables the students to get acquainted with the use of language by native speakers quickly.
■ The courses can be attended at the language center as well as at home or on the way.
■ For every course level access is granted to an online vocabulary training programme with a spe-cial feature to train pronunciation.
■ For every course level 3 different books are available – an exercise book, a vocabulary book and a grammar book.
■ The students are not only taught in speaking, but also in reading and writing Chinese symbols.
Currently there exists no Chinese language school offering all of the above. When opening seven lan-guage schools in-line with the above described model, the school would immediately have market leadership in Germany.
Together with the thoroughly planned course material comes a specific management programme for all administrative tasks particular to language schools. This programme offers separate client admin-istration for branch offices including offer administration, book keeping, monitoring payments, admin-istration of the multimedia training and vocabulary training. Furthermore a full package of marketing material including its own homepage has already been developed for this school.
Besides the financing needs, it would be necessary to hire a new management team for the school. The educational staff could be immediately re-hired. Also a translation of the German part of the services into f.ex. English can be done easily.
Category of price
EUR 1 bis 5 mio.
Engagement just financial just management both
Contact Doris Nöhrer +43 1 537 37 662 [email protected]
M&A-BULLETIN JUNE 2013
SALE MANDATES - COMPANY PROPOSALS - SUCCESSION
SALE MANDATES-COMPANY PROPOSALS-SUCCESSION
BUY MANDATES-PARTICIPATIONS-INVESTMENTS
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
page 25 / 213
Möbel- und Einrichtungshaus Firmenangebot - Verkauf - Nachfolge
Region Zentralschweiz
Branche Handel
Titel Mittelgrosses Möbel- und Einrichtungs-Haus
Kurz- beschreibung
Dieses Möbelgeschäft hat einen sehr guten Standort in einer kleinen Stadt mit gutem Kun-denpotential und langjähriger Kundschaft. Es wird aus gesundheitlichen Gründen verkauft.
Umsatz- kategorie
CHF 1-2 Mio.
# Mitarbeiter (Köpfe)
3 Personen
Preis- kategorie
CHF 1 Mio.
Erwartetes Engagement
nur finanzielles Engagement
nur Management-kapazität
beides
Referenz PI
Kontakt Marek Franke +41 41 368 12 55 [email protected]
M&A-BULLETIN JUNE 2013
SALE MANDATES - COMPANY PROPOSALS - SUCCESSION
SALE MANDATES-COMPANY PROPOSALS-SUCCESSION
BUY MANDATES-PARTICIPATIONS-INVESTMENTS
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
page 26 / 213
Praxis für Dermatologie und ästhetische Medizin Firmenangebot - Verkauf - Nachfolge
Region Mittelland
Branche Aesthetische Dermatologie und Chirurgie
Titel Nachfolgeregelung, 100% Verkauf der Aktien
Kurz- beschreibung
Das Projekt BEAUTY steht für eine in der Schweiz führende Praxis für Dermatologie und ästhetische Chirurgie im Mittelland. BEAUTY ist eine Marke mit dem Zweck Zweck "Führung eines Kompetenz-zentrums für ästhetische Medizin und einer dermatologischen Praxis". Heute hat BEAUTY eine Grösse erreicht, die einerseits nicht mehr als “übliche“ Arztpraxis zu führen ist, andererseits ist weiteres Wachstum nur in einer neuen betriebswirtschaftlichen Form zu bewältigen. Im weiteren beabsichtigt der Eigentümer sich innerhalb der nächsten 2-3 Jahre aus dem aktiven Geschäft zurückzuziehen. Daher wird eine Nachfolgeregelung durch Verkauf der Klinik angestrebt. BEAUTY befindet sich im Zentrum einer grösseren Stadt im Mittelland. Die Infrastruktur gehört zum modernsten, was die Schweiz in diesem Bereich zu bieten hat. Auf 550 m2 verteilen sich 14 modern eingerichtete Praxisräume. Der Operationssaal wurde 2012 neu eröffnet. In den letzten 3 Jahren wurden für MCHF 2.5 Investitionen in Räume und Geräte getätigt. Der Inhaber und Dermatologe wird durch einen weiteren Dermatologen und eine plastischen Chirurgen unterstützt. Im weitern sind 14 Mitarbeiterinnen für BEAUTY tätig. Der Markt für Schönheitsmedizin bleibt weiterhin schnell wachsend und äusserst attraktiv. Das Unternehmen generiert einen Umsatz von über CHF 3.3 Mio. und bietet ein Wachstumspotential von ca. 30% über den Zeitraum der nächsten 5 Jahre. Der durchschnittliche EBITDA der letzten Jahre belief sich auf CHF 650'000 (nach Unternehmerlohn). Die Klinik ist kerngesund und verfügt über eine komfortable Liquidität. Es bestehen keinerlei Bankverbindlichkeiten. Aufgrund der gut gepflegten Infrastruktur sind in nächster Zeit keine grösseren Investitionen notwendig. Wir sehen den idealen Käufer von BEAUTY wie folgt: Dermatologe oder ästhetischer Chirurg, der sich in eine gut eingeführte Praxis/Klinik einkaufen
will Klinikgruppe, welche ihr Geschäftsfeld als strategischer Käufer erweitern will
Umsatz- kategorie
CHF 2 -5 Mio.
# Mitarbeiter (Köpfe)
11 bis 20
Preiskategorie/ (Preisvorstellung)
CHF 2-5 Mio.
Erwartetes Engagement
nur finanzielles Engagement
nur Management-kapazität
beides
Referenz Projekt BEAUTY
Kontakt Martin Niederberger +41 44 444 36 96 [email protected]
M&A-BULLETIN JUNE 2013
SALE MANDATES - COMPANY PROPOSALS - SUCCESSION
SALE MANDATES-COMPANY PROPOSALS-SUCCESSION
BUY MANDATES-PARTICIPATIONS-INVESTMENTS
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
page 27 / 213
Schreinerei Firmenangebot - Verkauf - Nachfolge
Region Zürich
Branche Baunebenbranche
Titel Top Design Schreinerei
Kurz- beschreibung
Erfolgreiche Schreinerei mit eigenen Produkten und sehr gutem kontinuierlichem Auftrags-bestand.
Umsatz- kategorie
CHF 2.5 Mio.
# Mitarbeiter (Köpfe)
15
Preis- kategorie
CHF 1.0 Mio
Erwartetes Engagement
nur finanzielles Engagement
nur Management-kapazität
beides
Referenz Design Schreinerei
Kontakt Marek Franke +41 41 368 12 55 [email protected]
M&A-BULLETIN JUNE 2013
SALE MANDATES - COMPANY PROPOSALS - SUCCESSION
SALE MANDATES-COMPANY PROPOSALS-SUCCESSION
BUY MANDATES-PARTICIPATIONS-INVESTMENTS
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
page 28 / 213
Specialised foundation engineering Sell Side
Region Germany
Industrial sector
Specialised foundation engineering
Title Sale of an established and high profitable specialised foundation engineering company
Short description
PILOT is a well established family owned provider of specialised foundation engineering
services focussed on horizontal-flush-drilling technologies.
PILOT focuses on the following customers:
public suppliers (about 94% of the total sales in 2012)
private companies (about 6% of the total sales in 2012)
Category of turnover
EUR 5 to 10 mio.
# employees (heads)
11 to 20
Category of price
n.a.
Engagement just financial just management both
Reference Pilot
Contact Axel Maack +49 211 1371 441 [email protected] Martin Apfel +49 211 1371 - 222 [email protected]
M&A-BULLETIN JUNE 2013
SALE MANDATES - COMPANY PROPOSALS - SUCCESSION
SALE MANDATES-COMPANY PROPOSALS-SUCCESSION
BUY MANDATES-PARTICIPATIONS-INVESTMENTS
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
page 29 / 213
Sportcenter Firmenangebot - Verkauf - Nachfolge
Region Schweiz - Zentralschweiz
Branche Sport
Titel Sportcenter - Nachfolgeregelung
Kurz- beschreibung
Im Zusammenhang mit der Nachfolgeregelung steht ein Sportcenter in der Zentralschweiz
zum Verkauf. Die Sportanlage ist sehr zentral in einem Gewerbegebiet gelegen (7'714 m2
Land, auch Umnutzung möglich). Zum Angebot gehören:
Sporthalle mit Angebot für Tennis und Badminton
Minigolf
Restaurant
Kinderspielplatz
Parkplätze
Umsatz- kategorie
Bis CHF 1.0 Mio.
# Mitarbeiter (Köpfe)
Bis 10
Preis- kategorie
CHF 2.0 bis 5.0 Mio.
Erwartetes Engagement
nur finanzielles Engagement
nur Management-kapazität
beides
Referenz Projekt Sportcenter
Kontakt Urs Condrau +41 41 368 12 12 [email protected]
M&A-BULLETIN JUNE 2013
SALE MANDATES - COMPANY PROPOSALS - SUCCESSION
SALE MANDATES-COMPANY PROPOSALS-SUCCESSION
BUY MANDATES-PARTICIPATIONS-INVESTMENTS
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
page 30 / 213
Telekomdienstleister zu verkaufen Firmenangebot - Verkauf - Nachfolge
Region Schweiz
Branche Telekommunikationsbranche
Titel Telekomdienstleister zu verkaufen!
Kurz- beschreibung
Hinter dem Projekt STAR COM steht ein etabliertes Telekommunikationsunternehmen aus
dem B2B-Markt.
Mit derzeit 35 Mitarbeitenden bietet STAR COM Schweizer KMU hochprofessionelle und aus-
gewiesene Beratungsleistungen im Telekommunikationssegment an. Als kompetenter Bera-
ter für KMU analysiert und optimiert STAR COM die eingesetzten Telekommunikationslösun-
gen in KMU.
Im sich ständig wandelnden und dynamischen Telekommunikationsmarkt
schafft STAR COM Transparenz und Klarheit;
legt in einer kostenlosen Situationsanalyse Verbesserungspotentiale offen;
und kümmert sich um sämtliche Formalitäten wie Vertragskündigung und den Transfer
von Telefonnummern zu neuen Anbietern.
Die Firma hat in der Telekommunikationsbranche als Business Sales Partner einen exzellen-
ten Ruf erarbeitet und besitzt den höchsten Vertriebsstatus bei den grossen Netzbetreibern.
Das qualifizierte, hochmotivierte Team rund um den Geschäftsführer und Inhaber lebt eine
innovative Unternehmenskultur und konnte bereits mehrfach hochgesteckte Wachstumszie-
le realisieren.
Umsatz- kategorie
CHF 5.0 Mio.
# Mitarbeiter (Köpfe)
35 MA
Preis- kategorie
offen
Erwartetes Engagement
nur finanzielles Engagement
nur Management-kapazität
beides
Referenz STAR COM
Kontakt David Dahinden +41 41 368 12 14 [email protected]
M&A-BULLETIN JUNE 2013
SALE MANDATES - COMPANY PROPOSALS - SUCCESSION
SALE MANDATES-COMPANY PROPOSALS-SUCCESSION
BUY MANDATES-PARTICIPATIONS-INVESTMENTS
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
page 31 / 213
Unternehmergruppe - Industrieverpackungslösungen Firmenangebot - Verkauf - Nachfolge
Region Deutschschweiz
Branche Industrieverpackung
Titel Nachfolgeregelung / Verkauf einer erfolgreich geführten Unternehmergruppe im Bereich von Verpackungslösungen - nachhaltig aufgebaut mit gutem Ruf und Wachstumspotential!
Kurz- beschreibung
SYSKEVASIA ist eine im Markt langjährige und anerkannte Unternehmergruppe im Bereich von Industrieverpackungen. Aufgrund effizient organisierter Prozessabläufe basierend auf langjähriger Erfahrung sowie einer breiten Angebotspalette geniesst das Unternehmen ei-nen ausgezeichneten Ruf. Aufgrund der steigenden Bedürfnisse nach individueller Verpackung und immer höheren Ansprüchen der Kunden ist die Branche in einem steten Wandel und auf der Suche nach der perfekten Verpackung mit neuen Materialien und innovativen Lösungen. Das Kundenportfolio ist breit diversifiziert und es bestehen keine Abhängigkeiten zu einem Hauptkunden bzw. Lieferanten. Dank den Attributen Verlässlichkeit, Termintreue, Innovationskraft sowie einem guten Preis-Leistungs-Verhältnis vertrauen viele Kunden seit Jahren auf die Produkte von SYS-KEVASIA. Projekt mit innovativen Lösungen für neue Märkte und Kundengruppen sind vorhanden und stehen zur Umsetzung bereit. Die sehr profitable Unternehmergruppe weist einen nachhaltigen Umsatz aus. Die Bilanz-kennzahlen des zu 100% eigenfinanzierten Unternehmens geben ein sehr stabiles Bild ab. Sämtliche Anlagen sind gut unterhalten und haben keinen Nachholbedarf.
CHANCEN FÜR DEN KÄUFER
Mit dem Kauf bieten sich dem künftigen Eigentümer folgende Vorteile: Industrieverpackungen, welche den Anforderungen in höchstem Masse gerecht werden! Hohe Akzeptanz bei Kunden - ausgeprägte Kundenorientierung - zuverlässige Produktion
mit just in time Lieferungen! Reibungslose Übernahme - Know-how-Träger bleiben der Unternehmung erhalten! Projekte für die Produkteerweiterung bzw. Umsatzsteigerung liegen vor und könnten
aus dem Cashflow finanziert werden! Eigentümergeführte Gruppe - kurze Entscheidungswege - effiziente Geschäftsführung!
Umsatz- kategorie
CHF 5 bis 10 Mio.
# Mitarbeiter (Köpfe)
21 bis 50
Preiskategorie/ CHF 5 bis 10 Mio.
Erwartetes Engagement
nur finanzielles Engagement
nur Management-kapazität
beides
Referenz Projekt SYSKEVASIA
Kontakt Christoph Müller +41 44 444 37 44 [email protected]
M&A-BULLETIN JUNE 2013
SALE MANDATES - COMPANY PROPOSALS - SUCCESSION
SALE MANDATES-COMPANY PROPOSALS-SUCCESSION
BUY MANDATES-PARTICIPATIONS-INVESTMENTS
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
page 32 / 213
Rest of Europe & Mediterranean
4 star tower Sell side
Region Italy
Industrial sector
Hotel accommodation
Title Hi-tech hotel for business meeting
Short description
The Hotel is located in North-Italy and it is one of the reference points of the hospitality in
this area. Excellently connected with major airports and highways.
The building consists of a 14 floors modern tower completely renovated in 2010, 162 rooms
characterized by design details and hi-tech functionalities.
The hotel offers also a restaurant with a “Chic & Cool soul”, a wellness oasis with panoram-
ic view, and a meeting center with six different conference rooms and every kind of service
for your business.
Category of turnover
n.a.
# employees (heads)
n.a.
Category of price
n.a.
Engagement just financial just management Both
Reference 4 star tower
Contact Vincenzo Ferragina +39 055 477942 [email protected]
M&A-BULLETIN JUNE 2013
SALE MANDATES - COMPANY PROPOSALS - SUCCESSION
SALE MANDATES-COMPANY PROPOSALS-SUCCESSION
BUY MANDATES-PARTICIPATIONS-INVESTMENTS
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
page 33 / 213
4 star superior Hotel Sell side
Region Italy
Industrial sector
Hotel accommodation
Title Italian classical-style hotel
Short description
The Hotel is located near the center of an ancient city (with most important historical
monuments and museums) in the middle of Italy, well connected thanks to the near train
station (about 200mt).
Recently restructured (2002), the hotel, is a four star superior, composed of a total of 7
levels above ground and 1 underground. The hospitality area and the restaurant are located
on ground level, while rooms are accessible by lift. It is also equipped with a conference
area developed entirely at ground level.
Other details:
78 soundproof rooms;
144 beds;
2 conference rooms (96 sqm - 110 pax);
garage service;
american bar;
restaurant.
Category of turnover
n.a.
# employees (heads)
n.a.
Category of price
n.a.
Engagement just financial just management Both
Reference 4 star superior Hotel
Contact Vincenzo Ferragina +39 055 477942 [email protected]
M&A-BULLETIN JUNE 2013
SALE MANDATES - COMPANY PROPOSALS - SUCCESSION
SALE MANDATES-COMPANY PROPOSALS-SUCCESSION
BUY MANDATES-PARTICIPATIONS-INVESTMENTS
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
page 34 / 213
Company operating into frozen food distribution
Sell side
Region Italy
Industrial sector
Production and distribution of Frozen food products
Title Group operating into frozen food distribution, mainly in the north of Italy
Short description
The Group offers a wide range of products (croissant, first and main courses, bread, ice
cream) directed to retail distribution. The core business is HORECA sector distribution.
The Company operates through various companies and fully owned distribution network
(agents operating for the Group). The Company’s products are of various well known Italian
foodstuff brands. Its revenues are in the range of Eur 25-35 mio.
The transaction proposed is a 100% buyout. The Company has a strong cash generating ca-
pacity, an optimal working capital management and historical presence on the covered
geographical zone.
Category of turnover
EUR 50 to 100 mio
# employees (heads)
51 to 100
Category of price
n.a.
Engagement just financial just management Both
Reference Frozen Foodstuff Distribution
Contact Matteo Mangiarotti +39 02 80298059 [email protected]
M&A-BULLETIN JUNE 2013
SALE MANDATES - COMPANY PROPOSALS - SUCCESSION
SALE MANDATES-COMPANY PROPOSALS-SUCCESSION
BUY MANDATES-PARTICIPATIONS-INVESTMENTS
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
page 35 / 213
Configuration Software Sellside
Region Copenhagen
Industrial sector
Configuration Software
Title Sale of 3Dfacto
Short description
3Dfacto is a Danish based product configuration software provider focused on facilitating
complex quotations processes.
3Dfacto’s solutions are based on linking backend systems such as CRM, CAD and ERP, to
generate effective and correct quotes and specifications. 3Dfacto offers a unique combina-
tion of logical and geometric rules.
3Dfacto has a very interesting customer base, highly skilled and experienced employees as
well as unique patented software. In
2011, 3Dfacto entered a promising
alliance with one of the largest CAD
software developers in the world.
3Dfacto is expected to increase its
revenue and margins significantly
due to a strong and promising cus-
tomer pipeline as well as more
standardized software sales.
Category of turnover
EUR 500'000 to 2 mio.
# employees (heads)
11-20
Category of price
EUR 500'000 to 2 mio.
Engagement just financial just management both
Reference Sale of 3Dfacto
Contact Jakob Sand +45 41890202 [email protected]
0
5
10
15
20
2009A 2010A 2011A 2012E 2013B 2014B
Revenue Gross profit EBITDA
mDKK
0
5
10
15
20
2009A 2010A 2011A 2012E 2013B 2014B
Revenue Gross profit EBITDA
mDKK
0
5
10
15
20
2009A 2010A 2011A 2012E 2013B 2014B
Revenue Gross profit EBITDA
mDKK
M&A-BULLETIN JUNE 2013
SALE MANDATES - COMPANY PROPOSALS - SUCCESSION
SALE MANDATES-COMPANY PROPOSALS-SUCCESSION
BUY MANDATES-PARTICIPATIONS-INVESTMENTS
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
page 36 / 213
Construction Company Possibility to acquire control
of the company in a gradual manner Region Romania
Titel Construction of complex industrial structures and manufacturing of isolating panels.
Short description
The company plans, constructs and produces complex industrial structures (freezing houses,
showrooms and food factories) in Romania. It is considered to be a leading company in the
field and is active in the Romanian market for the last eight years. The company owns a
factory for isolating panels that are used as raw material for constructing the complex in-
dustrial structures. It is suitable for investors that would like to expand their activities in
the construction field in Eastern Europe.
The company focuses on construction of complex structures (freezing houses, automobile
show rooms, food factories and factories) and is known as one of the dominant companies
in the Romanian market. The company has a high reputation from leading international
clients like Renault, Ford and Mercedes.
In addition, the company owns an advanced factory for producing isolating panels that are
used as raw material for constructing the complex industrial structures. The company is
active in the Romanian market for eight years. While the entrepreneur and manager rely on
knowledge accumulated in Israel for dozens of years. There is a possibility of expanding into
Bulgaria and the rest of the neighboring countries to Bulgaria. The growth potential is based
on expanding into various projects, penetrating new niches and territories and expanding
the variety of construction products which will be sold by the operating platform of the
company.
Turnover-category
EUR 15 Mio. approx.
# Employees (heads)
140
Price- category
n.a.
Engagement just financial engagement
just management
both
Reference Construction Company
Contact Udi Savitsky [email protected]
M&A-BULLETIN JUNE 2013
SALE MANDATES - COMPANY PROPOSALS - SUCCESSION
SALE MANDATES-COMPANY PROPOSALS-SUCCESSION
BUY MANDATES-PARTICIPATIONS-INVESTMENTS
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
page 37 / 213
Dairy products Sell-side mandate
Region Macedonia
Industrial sector
202 Dairy products
Title Macedonian dairy
Short description
The company is a second largest dairy producer in Macedonia with a market share of nearly
15%. It is a leader in cheese sub-sector. Product portfolio includes white and yellow cheese,
vegetable fat cheese, fermented milk products, fluid milk and milk-based deserts.
The company has low financial leverage. In 2010, the company had a turnover of EUR 14.2
mio, with 19.3% EBITDA margin. In 2011, sales are expected to reach EUR 17.1 mio (20%
growth) and EBITDA is expected to be EUR 2.9 mio.
Owners expect to sell a majority equity stake (at least 75%).
Category of turnover
EUR 15 to 20 mio
# employees (heads)
201 to 500
Category of price
EUR 15 to 50 mio
Engagement just financial just management both
Reference Project Dairy
Contact Uros Camilovic +381(0)113281411 [email protected]
M&A-BULLETIN JUNE 2013
SALE MANDATES - COMPANY PROPOSALS - SUCCESSION
SALE MANDATES-COMPANY PROPOSALS-SUCCESSION
BUY MANDATES-PARTICIPATIONS-INVESTMENTS
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
page 38 / 213
Dental Products Sell side
Region Italy
Industrial sector
Manufacturing Dental Products
Title Manufacturing Dental Products
Short description
The Company is located in the center of Italy, with a factory consisting of about 15.000 sq.
meters and currently employs more than 100 people dedicated to orthodontics and implan-
tology.
The Company is one of the leading Italian manufacturer of orthodontic products.
Category of turnover
EUR 15 to 20 mio
# employees (heads)
101 to 200
Category of price
EUR 15 bis 50 mio
Engagement just financial just management Both
Reference Dental Products
Contact Fabrizio Bencini +39 055 477942 [email protected]
M&A-BULLETIN JUNE 2013
SALE MANDATES - COMPANY PROPOSALS - SUCCESSION
SALE MANDATES-COMPANY PROPOSALS-SUCCESSION
BUY MANDATES-PARTICIPATIONS-INVESTMENTS
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
page 39 / 213
Distributing/ marketing drugs/ beauty care products Sale side mandate
Region Israel
Industrial sector
Drugs distribution
Title Distributing, selling and marketing drugs and health and beauty care products
Short description
The company has been active in the distribution, sale and marketing of prescription medi-
cine, non-prescription medicine and health and beauty care products intended mainly for
sale at pharmacies, drugstores and medical institutions in Israel, for the last 65 years.
The company has the largest market share in the sale of OTC (Over The Counter) and HBC
(Health and Beauty Care) products in Israel. It serves and maintain daily contact with over
1,000 customers in the local pharmaceutical market. The company handles the entire dis-
tribution process: Supplying to all pharmaceutical market customers with the most compre-
hensive product range.
Category of turnover
EUR > 100 mio.
# employees (heads)
101 to 200
Category of price
Engagement just financial just management both
Reference Distri-Medic
Contact Ron Wolman +972 (0)3 636 8706 (Tel) +972 (0)3 638 2511 (Fax) [email protected]
M&A-BULLETIN JUNE 2013
SALE MANDATES - COMPANY PROPOSALS - SUCCESSION
SALE MANDATES-COMPANY PROPOSALS-SUCCESSION
BUY MANDATES-PARTICIPATIONS-INVESTMENTS
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
page 40 / 213
Dried Food
Sell side
Region Italy
Industrial sector
Food
Title Dried Food
Short description
The Company, located in the north of Italy, operates in the dried food sector, importing
raw materials directly from the countries of origin, verifying their quality by appropriate
laboratory analysis, packaging and distributing final products in Italy and all over the world
(about 25% of turnover is realized abroad).
The market in which the Company operates is a niche market, characterized by few com-
petitors.
The Company has recently built a new factory, on the basis of modern technologies and
automated systems, with a large equipment for packaging of dried foods.
The Company is looking for a financial partner to develop its activity. The Shareholders
would sell a minority stake (up to 40%) considering an Enterprise Value of about 20 € mio
for the 100% of the Company.
Category of turnover
EUR 50 to 100 mio
# employees (heads)
101 to 200
Category of price
EUR 15 to 50 mio
Engagement just financial just management Both
Reference Dried Food
Contact Matteo Mangiarotti +39 02 80298059 [email protected]
M&A-BULLETIN JUNE 2013
SALE MANDATES - COMPANY PROPOSALS - SUCCESSION
SALE MANDATES-COMPANY PROPOSALS-SUCCESSION
BUY MANDATES-PARTICIPATIONS-INVESTMENTS
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
page 41 / 213
Fish & seafoods Sellside
Region Italy
Industrial sector
20924 - Prepared fresh or frozen fish & seafoods
Title Frozen seafood manufacturing
Short description
The Company is placed in North-central Italy, and it has been working for about 30 years in
business of manufacturing and selling of frozen seafood products and of other frozen prod-
ucts. The Company produces and sells, (under its own brands too) products directly manu-
factured in its factory and a large variety of seafood products selected in the national and
international market, to business clients and to final costumer both. The Company is spe-
cialized in producing and selling a wide range of frozen seafood products and other frozen
products. Its main target is the national market. Products are made under its own brand but
also are produced on behalf of third parties. The Company is looking for a partnership
throughout a total or partial operation on the capital share.
Category of turnover
EUR 15 to 20 mio.
# employees (heads)
21 to 50
Category of price
EUR 2 to 5 mio.
Engagement just financial just management both
Reference Project frozen seafood
Contact Vincenzo Ferragina +39 055 477942 [email protected]
M&A-BULLETIN JUNE 2013
SALE MANDATES - COMPANY PROPOSALS - SUCCESSION
SALE MANDATES-COMPANY PROPOSALS-SUCCESSION
BUY MANDATES-PARTICIPATIONS-INVESTMENTS
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
page 42 / 213
FOOD Sellside
Region The Netherlands
Industrial sector
Food and kindred products
Title FOCUS
Short description
FOCUS is a company that develops, produces and markets biological tea, herbs, spices and
dried vegetables. Furthermore FOCUS recently launched a few fair-trade products. The
reason for the intended sale is focus on the core activities of the parent company.
FOCUS operates on the European market for biological nutrition in which herbs, spices and
dried vegetables are the main ingredients. FOCUS concentrates on the food producing
industry and retail market in Europe. FOCUS produces for private labels and for their own
brands.
Category of turnover
EUR 5 to 10mio.
# employees (heads)
51 to 100
Category of price
n/a
Engagement just financial just management both
Reference FOCUS
Contact Martijn Nuis +31 30 2849850 [email protected]
M&A-BULLETIN JUNE 2013
SALE MANDATES - COMPANY PROPOSALS - SUCCESSION
SALE MANDATES-COMPANY PROPOSALS-SUCCESSION
BUY MANDATES-PARTICIPATIONS-INVESTMENTS
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
page 43 / 213
Frozen Vegetables
Sell side
Region Italy
Industrial sector
Food
Title Frozen Vegetables
Short description
The Company, located in the north of Italy, operates in the frozen vegetables sector. The
raw materials are provided by agricultural partners located in the center and in the south
of Italy, who are organized in a consortium company.
The Company verifies products’ quality by appropriate laboratory analysis freezing, packag-
ing and distributing final products in Italy and in Europe.
The market in which the Company operates is characterized by few competitors.
The Shareholders would sell the 100% of the Company.
Category of turnover
EUR 20 to 50 mio
# employees (heads)
51 to 100
Category of price
EUR 15 bis 50 mio
Engagement just financial just management both
Reference Frozen Vegetables
Contact Matteo Mangiarotti +39 02 80298059 [email protected]
M&A-BULLETIN JUNE 2013
SALE MANDATES - COMPANY PROPOSALS - SUCCESSION
SALE MANDATES-COMPANY PROPOSALS-SUCCESSION
BUY MANDATES-PARTICIPATIONS-INVESTMENTS
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
page 44 / 213
Hotel development in Amsterdam Sell side
Region Netherlands
Industrial sector
Hotels - Accomodation
Title Hotel development in the city centre of Amsterdam
Short description
A historic building in the centre of Amsterdam at the Amstel river is being developed as a
hotel. A total of 152* guestrooms and 6 meeting rooms can be realized. Besides the rooms,
the plan consists of the development of extensive F&B facilities, Spa Wellness, Swimming
pool and VIP Club, etc. The developers are aiming for a 4* hotel. At the moment they are
finalizing the building permit. They offer the plan for sale in the current state, or the fin-
ished product.
Category of turnover
n.a.
# employees (heads)
n.a.
Category of price
€ 30 million for finished building
Engagement just financial just management both
Reference Hidden Diamond
Contact Caroline Jansen +31 (0)30 2849 887 [email protected]
M&A-BULLETIN JUNE 2013
SALE MANDATES - COMPANY PROPOSALS - SUCCESSION
SALE MANDATES-COMPANY PROPOSALS-SUCCESSION
BUY MANDATES-PARTICIPATIONS-INVESTMENTS
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
page 45 / 213
Hotels & Motels - Accommodations Sale side mandate
Region Europe
Industrial sector
Hotels & Motels – Accommodations
Title Villas/Apartments managing company
Short description
Seeking investors to acquire a Villas/Apartment condominium located in Azores or
alternatively to sign a management contract.
The condominium is well located and as the following attributes: private tourist
condominium with 25 modern villas: 22 villas (T2) and 3 apartments (T1) located in
Lagoa, on the south coast of São Miguel island.
The condominium includes almost 9 thousand sq meters.
Just a 7 minutes (9 km) ride from Ponta Delgada – the main city in Azores.
Great facilites, including: pools, garden, snack-bar and private parking.
Clients profile:
In the last years, NSE registered more than 7 900 overnights;
The client portfolio includes 36 nationalities, with particular emphasis on European
countries.
Category of turnover
EUR < 500'000
# employees (heads)
< 10
Category of price
EUR 500'000 to 2 mio.
Engagement
just financial just management both
Reference NSE Azores
Contact Cristina Sousa Dias +351 217 997 009 +351 937 997 009 [email protected]
M&A-BULLETIN JUNE 2013
SALE MANDATES - COMPANY PROPOSALS - SUCCESSION
SALE MANDATES-COMPANY PROPOSALS-SUCCESSION
BUY MANDATES-PARTICIPATIONS-INVESTMENTS
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
page 46 / 213
Hotels in a city of Art Sellside
Region Italy
Industrial sector
70118 - Hotels & motels
Title Two 4 stars rated hotels in one of the most attractive cities of Italy for sale
Short description
Two Hotels 4 stars rated and located in the North of Italy right outside the centre of a city
considered to be a world Capital for art, culture, food and fashion. In particular, its famous
historical center is full of attractions and museums that attract every year millions of tour-
ists from all over the world. The hotels are connected with a special shuttle-bus that, in
few minutes, may take customers to the city centre, the train station or the airport.
The first hotel has more than 100 rooms with more than 100 parking spaces. In the hotel is
possible to find a restaurant, a fitness center, a path wellness and a lobby lounge and many
other services. The hotel is brand new.
The second hotel has more than 200 rooms with a parking area which consists of two levels.
In the hotel is possible to find a restaurant, a ballroom, a pavilion pantry and a gym center
and many other services. The structures and rooms are in perfect conditions.
The two buildings of the hotels are for sale, while management has been contracted to an
international chain of hotels for the next 5 years. At the end of this period direct manage-
ment can be reassigned paying a termination fee.
Category of turnover
n.a.
# employees (heads)
n.a.
Category of price
EUR 50 bis 100 mio.
Engagement just financial just management both
Reference Project city of art
Contact Francesco Ferragina +39 055 477942 [email protected]
M&A-BULLETIN JUNE 2013
SALE MANDATES - COMPANY PROPOSALS - SUCCESSION
SALE MANDATES-COMPANY PROPOSALS-SUCCESSION
BUY MANDATES-PARTICIPATIONS-INVESTMENTS
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
page 47 / 213
Industrial sector Sell side
Region Netherlands, Benelux
Industrial sector
Specialised in solving temporary climate problems in the Benelux.
Title Rental organisation specialised in solving temporary climate problems.
Short description
CLIMATE is specialised in solving temporary climate problems in the Benelux. The company
has a modern and well maintained rental fleet. Due to high quality services the company
obtained a good reputation in the market. This has led to a considerable growth in recent
years and good customer relationships.
Category of turnover
Around EUR 4 mio.
# employees (heads)
25 - 30
Category of price
EUR 5 bis 10 mio.
Engagement just financial just management both
Reference Climate
Contact Wenja Roos +31 (0)30 284 9 862 [email protected]
M&A-BULLETIN JUNE 2013
SALE MANDATES - COMPANY PROPOSALS - SUCCESSION
SALE MANDATES-COMPANY PROPOSALS-SUCCESSION
BUY MANDATES-PARTICIPATIONS-INVESTMENTS
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
page 48 / 213
Industrial sector - Market research/ opinion survey Type of transaction – Sellside
Region Poland
Industrial sector
Market research and opinion surveys
Title Reorientation of the shareholder’s investment strategy
Short description
The Company is one of the leading market research and opinion survey companies oper-ating in Poland. Thanks to its 22-year experience PBS is a recognizable company on the market with a significant position. The shareholder structure is as presented below.
The position of the Company on the market:
The Company is well recognizable institution on the Polish Market.
The Company is 7th ranked of opinion survey companies in terms of income from sales in 2011.
The Company has a leading position in market research for the following sectors: Public sector and government agencies, telecommunication, electronic media, en-ergy production.
The Company is the market leader in the area of research techniques: CATI, face-to-face, mystery shopping, real audit.
The Company was awarded with “IMPACTOR 2002” in the category of The Best Survey Institute (granted by advertising industry) and with “Gazele Biznesu” – granted by Polish newspaper Puls Biznesu – the ranking of the most dynamically developing small and me-dium sized companies in Poland.
Category of turnover
EUR 5 to 10 mln
# employees (heads)
110
Category of price
EUR 1-2 mln for a 20% stake owned by Shareholder 1 (a larger package of shares may also be purchased from other shareholders)
Engagement just financial just management both
Reference Research company for sale
Contact Sebastian Kaczmarski +48 22 543 17 40 [email protected] Paweł Dynowski +48 22 543 17 39 [email protected]
Datenreihen1; Shareholder …
Datenreihen1; Shareholder …
Datenreihen1; Shareholder …
M&A-BULLETIN JUNE 2013
SALE MANDATES - COMPANY PROPOSALS - SUCCESSION
SALE MANDATES-COMPANY PROPOSALS-SUCCESSION
BUY MANDATES-PARTICIPATIONS-INVESTMENTS
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
page 49 / 213
Insurance company
Sell side
Region Italy
Industrial sector
6321 - Accident insurance
Title Project Insurance
Short description
The total insurance premiums of the Italian Insurance Company (not life company) amount
about to 500 mio €.
The insurance is owned by a bank and the insurance products are distributed through the
distributing network of the bank.
The shareholders are open to consider different options (e.g.: sale of 100% of the Company,
sale of a minority stake, fund raising for further development of the distribution network).
Category of turnover
EUR > 100 mio
# employees (heads)
n.a.
Category of price
n.a.
Engagement just financial just management Both
Reference Project insurance
Contact Matteo Mangiarotti +39 02 80298059 [email protected]
M&A-BULLETIN JUNE 2013
SALE MANDATES - COMPANY PROPOSALS - SUCCESSION
SALE MANDATES-COMPANY PROPOSALS-SUCCESSION
BUY MANDATES-PARTICIPATIONS-INVESTMENTS
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
page 50 / 213
International Forwarding and Custom Agency Sale side mandate
Region Israel
Industrial sector
4731 - Arrangement of Transportation of AirFreight & SeaFreight
Title International (export and import from Israel) forwarding well known and well experienced
service company.
Short description
Reliable, trackable and seamless freight forwarding by air and sea, Including smooth cus-
toms clearance services, Cargo insurance, as well as packaging and clearance in the country
of destination for export cargo.
The company has an outstanding reputation and an experienced and professional team.
In addition, the company's infrustructure can support higher turnover with only relatively
small investment.
Category of turnover
EUR 5 to 10 mio.
# employees (heads)
21 to 50
Category of price
EUR 2 bis 5 mio.
Engagement just financial just management both
Reference International Forwarding
Contact Ron Wolman +972 (0)3 636 8706 (Tel) +972 (0)3 638 2511 (Fax) [email protected]
M&A-BULLETIN JUNE 2013
SALE MANDATES - COMPANY PROPOSALS - SUCCESSION
SALE MANDATES-COMPANY PROPOSALS-SUCCESSION
BUY MANDATES-PARTICIPATIONS-INVESTMENTS
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
page 51 / 213
Lighting fixtures and airflow management Sell-Side
Region Belgium
Industrial sector
Lighting fixtures and airflow management
Title Project Kinetura – Investment opportunity
Short description
A Belgian company, ready to start production, wholesale and exclusive distribution of particular light-ing and air-flow products on a large scale. Thanks to the close relationship between sustainability and flexibility of materials and systems, Kine-tura wants to infect and change the world through innovative concepts, objects and products, not forgetting the goal of a sustainable and profitable business concept. Product principle is patented in US and Belgium, filed and pending in EU. All models have their design submitted to the OHIM. Transformable lighting Thanks to the aesthetic design, the functional surplus of having multiple functionalities in one object, the emotional impact and reminiscence to nature in constant transformation the products target the trending focus of energy-efficiency, light modulation and minimalism. Transformable airflow The product is designed as a flexible transformable air management system in which the ventilation valves are almost invisibly integrated into ceilings or walls, taking into account the stringent regula-tions regarding air flow management. When closed they are almost absent. When in an open activated status they bend to make air flow possible, only activated and actuated when needed. Transformable artwork In transformable art installations (such as wall ‘paintings’ that transform, responding to its spectator) the same motion-based technology and flexible materials will be used. A maximum of 9 pieces per design will be produced. Products can be sold around the world but currently management will focus on the territories that are covered by patents awarded to the company: Europe and United States
Category of turnover
# employees (heads)
n.a.
Category of price
The start up requires an amount of 1.500.000 EUR of which 400.000 EUR already committed
Engagement just financial just management both
Reference Project Kinetura
Contact Johan Vandenbroeck +32 2 778.01.00 [email protected]
in €'000 Turnover EBITDA EBIT
Year 1 586 (226) (296)
Year 2 2.892 390 284
Year 3 6.483 2.107 1.942
Year 4 8.734 2.445 2.226
Year 5 9.066 2.322 2.056
M&A-BULLETIN JUNE 2013
SALE MANDATES - COMPANY PROPOSALS - SUCCESSION
SALE MANDATES-COMPANY PROPOSALS-SUCCESSION
BUY MANDATES-PARTICIPATIONS-INVESTMENTS
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
page 52 / 213
Luxury Hotel
Sell side
Region Italy
Industrial sector
Hotellerie / Leisure
Title Luxury Hotel
Short description
The Hotel is five stars rated and has about 100 rooms, private parking and is completely
surrounded by a garden. Furthermore the Resort has a restaurant, a fitness center, an ex-
ternal swimming pool, a meeting center and a distinctive wellness center composed by
five swimming pool in a 1000 m2 area where the guest can benefit of both beauty and ther-
apeutic treatments ( Allergies, Respiratory Problems, etc.)
The Hotel is located in front of the sea in the coastal area of a region in the Center of Ita-
ly. The Resort is well positioned to visit cities and ancient towns of artistic and cultural
relevance, natural parks and see parks.
The main Shareholder is an LTD Company owned by a family.
Category of turnover
EUR 5 to 10 mio
# employees (heads)
51 to 100
Category of price
EUR 15 to 50 mio
Engagement just financial just management both
Reference Luxury Hotel
Contact Matteo Mancaruso +39 055 5535405 [email protected]
M&A-BULLETIN JUNE 2013
SALE MANDATES - COMPANY PROPOSALS - SUCCESSION
SALE MANDATES-COMPANY PROPOSALS-SUCCESSION
BUY MANDATES-PARTICIPATIONS-INVESTMENTS
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
page 53 / 213
Luxury & wellness hotels
Sellside
Region Italy
Industrial sector
70118 - Hotels & motels
Title Three luxury hotels (4/5 stars rated) in the north of Italy
Short description
Three historical residences and villas located in the landscapes of North of Italy.
The group manages about 150-200 rooms, market leader in luxurious SPAs services, offering
traditional and innovative therapies to satisfy health care needs but also desire of relax.
Looking for a partner with sector knowledge and international experience.
Possibility to control a newco that will manage these hotels. Evaluating investment only for
the management but also investment for the property of buildings.
Category of turnover
EUR 20 to 50 mio.
# employees (heads)
n.a.
Category of price
n.a.
Engagement just financial just management Both
Reference Project Luxury & Wellness
Contact Matteo Mangiarotti +39 02 80298059 [email protected]
M&A-BULLETIN JUNE 2013
SALE MANDATES - COMPANY PROPOSALS - SUCCESSION
SALE MANDATES-COMPANY PROPOSALS-SUCCESSION
BUY MANDATES-PARTICIPATIONS-INVESTMENTS
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
page 54 / 213
Manufacturing and Construction Sale Mandate
Region UK
Industrial sector
Industrial doors – manufacturer and service
Title Industrial doors – manufacture and service
Short description
Well established manufacturer of a wide range of high spec industrial doors. Also provides
service of industrial doors through separate division. National coverage with blue chip cli-
ent base. Privately owned with all shareholders looking to exit the business. Strong second
tier management and good growth potential.
Category of turnover
EUR 20 to 50
# employees (heads)
201 to 500
Category of price
EUR 15 to 15
Engagement just financial just management both
Reference FIRE
Contact Kieran Lawton +44 (0) 161 817 7575 [email protected]
M&A-BULLETIN JUNE 2013
SALE MANDATES - COMPANY PROPOSALS - SUCCESSION
SALE MANDATES-COMPANY PROPOSALS-SUCCESSION
BUY MANDATES-PARTICIPATIONS-INVESTMENTS
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
page 55 / 213
Manufacturing company Sell side
Region Netherlands
Industrial sector
Manufacturing company
Title Manufacturing company specialized in high tech and high quality calibration equipment and software
Short description
MERCURY designs, manufactures, sells (distributes), repairs and services (calibrates) high
tech, high quality calibration equipment, calibration systems, and dedicated calibration
software. Furthermore, Mercury develops, manufactures and sells special sensors, mainly
for pressure.
Mercury serves many different industries, such as power generation plants, oil and gas in-
dustries (refineries, distribution), chemical plants, pharmaceutical industry, food and bev-
erage industries, and many other industry groups, each customer acting in the top of their
respective industry.
Mercury has a strong market position in the Netherlands and started developing the Middle-
Eastern and Indian markets over the past few years.
Mercury has realised sound results and positive cash flows year after year thanks to its
strong market position. Due to the nature of the products, large customers and large pro-
jects, fluctuations in turnover and results may occur occasionally, which was the case in
2012. For 2013 and 2014 the increased demand will result in an increase in turnover.
Category of turnover
€ 10-15
# employees (heads)
21-50
Category of price
n/a
Engagement just financial just management both
Reference see legend below
Contact Martijn Ceelaert +31 (0)30-2849 851
M&A-BULLETIN JUNE 2013
SALE MANDATES - COMPANY PROPOSALS - SUCCESSION
SALE MANDATES-COMPANY PROPOSALS-SUCCESSION
BUY MANDATES-PARTICIPATIONS-INVESTMENTS
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
page 56 / 213
New Tourist Building
Sell side
Region Italy
Industrial sector
Real Estate Development / Hotellerie
Title New tourist building
Short description
Buildings land: the company owns a waste land and all the necessary licenses for building an
important tourist complex.
The land is located in Tuscany, along the Tyrrhenian coast, just few meter away from a
charming and lovely seaside. The location is easily accessible by train and highway and it’s
not far from the Pisa and Florence airports. The territory is well known for its clear sea and
its rich soil for the production of wine and agricultural.
The project foresees:
16800 m2 Gross Floor Area (GFA) of housing scheme with the restoration of the pre-
sent buildings and new buildings.
1680 m2 GFA (10% of previous 16800 m2) to be added at the previous 16800 m2, in
the case of interventions with ecological devices and systems, for a total of 18480
m2 GFA.
an hotel of 75-room for a total of 150 beds, without any constraint in terms of
building area. The building area will be chosen by whoever creates the project.
The land is perfect to allow a building of a new tourist complex: the developer could define
the project as he prefers, without any constraints. At the moment, there aren’t any virgin
area in Tuscany near the sea where it’s possible to build new hotel or resort.
Category of turnover
n.a.
# employees (heads)
n.a.
Category of price
EUR 15 to 50 mio
Engagement just financial just management both
Reference New tourist building
Contact Matteo Mancaruso +39 055 5535405 [email protected]
M&A-BULLETIN JUNE 2013
SALE MANDATES - COMPANY PROPOSALS - SUCCESSION
SALE MANDATES-COMPANY PROPOSALS-SUCCESSION
BUY MANDATES-PARTICIPATIONS-INVESTMENTS
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
page 57 / 213
Oil and Gas Services Sell side
Region UK
Industrial sector
Oil and Gas Services
Title Asset integrity and maintenance
Short description
Global provider of asset inspection, integrity, repair and maintenance services for oil and
gas and energy industries. Seller looking for partial exit (c.75%) and access to larger organi-
sation.
Category of turnover
EUR 20 to 50
# employees (heads)
101 to 200
Category of price
EUR 15 to 50
Engagement just financial just management both
Reference SAMBA
Contact Nicola Gibbs +44(0)161 817 7677 [email protected]
M&A-BULLETIN JUNE 2013
SALE MANDATES - COMPANY PROPOSALS - SUCCESSION
SALE MANDATES-COMPANY PROPOSALS-SUCCESSION
BUY MANDATES-PARTICIPATIONS-INVESTMENTS
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
page 58 / 213
Packaging Sell side
Region UK
Industrial sector
Packaging
Title Corrugated packaging for food sector
Short description
The Company is a leading independent producer of retail ready packaging for the FMCG
food and drink sectors.
The Plant is very well invested with state of the art corrugator, printing and converting
equipment.
The high quality design and product innovationmeanst the business gerenrates margins well
above the sector averages.
Turnover for FY12 is £38M and EBITDA £4.6M. EBITDA is forecast at £6M for FY13
Category of turnover
£30-50M
# employees (heads)
201-500
Category of price
£15-50M
Engagement just financial just management both
Reference SPARKLE
Contact Nicola Gibbs +44(0)161 817 7677 [email protected]
M&A-BULLETIN JUNE 2013
SALE MANDATES - COMPANY PROPOSALS - SUCCESSION
SALE MANDATES-COMPANY PROPOSALS-SUCCESSION
BUY MANDATES-PARTICIPATIONS-INVESTMENTS
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
page 59 / 213
Participation / Investment in vessels shipping, dry-bulk Sell-side-mandate
Region Holding company: Switzerland, Operations: Piraeus, Greece
Industrial sector
Shipping: dry-bulk segment
Title Investment opportunity in a company which focused on the acquisition and management of stakes in private shipping assets.
Short description
Poseidon's goals is to offer its partners investment opportunities within the shipping industry, focusing in the dry bulk segment, by acquiring interests in privately owned shipping companies/ventures.
Poseidon is currently setting up a venture with a well established and reputable Greek ship owner aiming at the purchasing and the running of a new or second hand Panamax vessel (up to 5 years of age). Shipping is at depressed levels as a result of the credit crunch, the subprime mortgage market and
the weak economic environment; we consider this to be a possible inflection point, in a cyclical sector which is likely to recover stronger than the global economy; interesting investment oppor-tunities to acquire depressed assets are arising and potentially favouring an optimal exit in the next shipping cycle peak
Maximization of investor value balanced by adequate risk management to deliver superior risk-
adjusted returns of about 20-25% IRR and a cash on cash of at least 2.0x (without taking account any asset play). Exit will be offered to investors through an opportunistic vessel divestiture within a 4 to 7 year time frame
Foreseen 2years time chartering to maximize cash flow visibility and predictability from day 1 of
operations; chartering vessel to tier 1 counterparties The management team has the appropriate expertise in different shipping related areas from op-
eration to legal, finance and risk management, with some members having been active in the business for more than 20 years.
About half of the equity contribution has been committed by the Greek ship owner leaving some space for additional investors. Appropriate and conservative debt financing is been arranged with a top tier bank, with a foreseen capital structure of 30-50% LTV. The investor’s equity contribution can amount to c.USD 15 millions. Unique possibility offered to investors to directly enter the 'closed' shipping industry through the team's capabilities and broad network.
Category of turnover
Estimated 2012 turnover USD 5.4 millions (estimated 2012 daily rate of USD 15,000 per day, 360 days of operations)
# employees >25 employees
Category of price
c. USD 15 millions
Engagement just financial just management both
Reference Project Poseidon
Contact Marcel Jans +41-44-444 37 55
M&A-BULLETIN JUNE 2013
SALE MANDATES - COMPANY PROPOSALS - SUCCESSION
SALE MANDATES-COMPANY PROPOSALS-SUCCESSION
BUY MANDATES-PARTICIPATIONS-INVESTMENTS
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
page 60 / 213
Personal Emergency Service Sell Side/Investment Mandate
Region Europe
Industrial sector
Personal Emergency Service
Title Sell Mandate – Seeking investor(s)
Short description
Investment opportunity in an Irish company involved in the provision of a personal emer-
gency support service, using a call centre operation and a smart-phone "App" interface.
Funding is required to brings the business to market, including funding the call centre oper-
ations for the initial trading period, and final development of the App. The primary focus
will be on the UK market.
Category of turnover
Development Stage
# employees (heads)
< 10
Category of price
n.a.
Engagement just financial just management both
Reference MV3
Contact Katharine Byrne Tel: 353 1 4700524 [email protected]
M&A-BULLETIN JUNE 2013
SALE MANDATES - COMPANY PROPOSALS - SUCCESSION
SALE MANDATES-COMPANY PROPOSALS-SUCCESSION
BUY MANDATES-PARTICIPATIONS-INVESTMENTS
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
page 61 / 213
Project of construction of a tourist complex Sellside
Region Italy
Industrial sector
70008 - Hotels, rooming houses, camps & other lodging places
Title Sale of terrains on an Island of the Mediterranean Sea where is planned to be built a tourist complex.
Short description
The project aims to renovate a touristic complex placed on Elba Island, through the demoli-
tion of existing buildings and the construction of new ones including:
• Apartments
• Bungalows
• Restaurants - Shops
• Fitness center
• Accommodations for the staff
• Swimming pools
The touristic complex is placed in a valley between by the sea, right in front of a
bay well protected by the surrounding hills from winds.
The beach is around 150 meters long and the skyline is extremely beautiful espe-
cially for the Mediterranean vegetation and the natural environment.
All the projects have already been approved.
Category of turnover
n.a.
# employees (heads)
n.a.
Category of price
EUR 5 bis 10 mio.
Engagement just financial just management Both
Reference Project Elba Island
Contact Vincenzo Ferragina +39 055 477942 [email protected]
M&A-BULLETIN JUNE 2013
SALE MANDATES - COMPANY PROPOSALS - SUCCESSION
SALE MANDATES-COMPANY PROPOSALS-SUCCESSION
BUY MANDATES-PARTICIPATIONS-INVESTMENTS
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
page 62 / 213
Real estate Sale side
Region Montenegro
Industrial sector
Real estate
Titel Real estate portfolio on the Montenegrin coastline
Short - description
A professional investor holding a real estate portfolio of 10 prime locations on the breath-
takingly beautiful Montenegrin coastline is willing to sell of all or part of its portfolio. The
total portfolio has land area of over 105,000m2, a potential built area of over 50,000m2 an
estimated Gross Development Value of €140 – 150 million.
The Seller is offering the potential investors three investment options:
1. Outright purchase of all, or part, of the property portfolio, where the investor will
make its own arrangements for development;
2. Purchase of all, or part, of the property portfolio, and signing a contract with the
Seller whereby the Seller would manage the development work for the investor;
3. Purchase of the assets and the local management company, containing the staff, ex-
pertise and intellectual property needed to complete the development.
Category of turnover
n.a.
# Employees (heads)
n.a.
Category of price
EUR 15 to 50 Mio
Engagement Just financial
Just management
Both
Reference Montenegro real estate
Contact Uros Camilovic +381(0)113281411 [email protected]
M&A-BULLETIN JUNE 2013
SALE MANDATES - COMPANY PROPOSALS - SUCCESSION
SALE MANDATES-COMPANY PROPOSALS-SUCCESSION
BUY MANDATES-PARTICIPATIONS-INVESTMENTS
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
page 63 / 213
Real Estate (Commercial) Sellside / Investment opportunity
Region CEE – Hungary
Industrial sector
Real Estate (Commercial)
Title Shopping Centre
Short description
Project Budapest provides a unique opportunity to acquire a substantial landmark asset,
located in Central Europe’s most popular capital city, Budapest. With a long standing and
highly regarded trading performance, Project Budapest is one of Budapest’s largest and
most successful shopping centres. The investment credentials are equally compelling, given
the prime location and accessibility, catchment area demographics, tenant mix, occupancy
and rental levels.
The total leasable area of the centre is 60.453 sqm (including retail, office and storage) as
well as a further 20.769 sqm of parking area.
The net Operating Income (NOI) has increased steadily over recent years, despite the chal-
lenging market conditions.
With an improving economic outlook and the implementation of asset management initia-
tives, there are excellent opportunities to enhance future performance and value.
Project Budapest will appeal to institutional and retail specialist investors seeking a domi-
nant asset that is stabilised and offers significant upside potential.
Category of turnover
EUR 15 to 20 million
# employees (heads)
21 to 50
Category of price
EUR > 100 million
Engagement just financial just management both
Reference Project Budapest
Contact Akos Boross Tel: +36-1-235-30-10 [email protected] Gabriella Huth Tel: +36-1-235-30-10 [email protected]
M&A-BULLETIN JUNE 2013
SALE MANDATES - COMPANY PROPOSALS - SUCCESSION
SALE MANDATES-COMPANY PROPOSALS-SUCCESSION
BUY MANDATES-PARTICIPATIONS-INVESTMENTS
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
page 64 / 213
Real Estate Development Investment Opportunity in Retail Projects
Region Poland
Industrial sector
Real Estate Development – Retail Projects
Short - description
The Company is an Austrian based international commercial property developer and inves-
tor in retail projects, logistics centres, offices and built to suit projects with particular
expertise in Austria, Central Eastern and South Eastern Europe. Realized projects in the
residential sector and a mixed-use project in the pre-development phase complete the
portfolio of the Company. Current development activities are focused on retail and logistic
projects in high demand markets. A proven retail concept is the development of strip malls
in secondary cities of the Czech Republic, Slovakia and Poland where the Company has tak-
en a leading role. In order to finance the existing project pipeline (strip malls in Poland)
the Company is looking for capital amounting to 10.8 Mio. EUR per mall project:
- Excellent investment opportunity in one of the most stable and promising real estate
markets (Poland)
- Benefit from first user advantages after the economic crisis with above average returns
- Unique opportunity in formerly strongly regulated markets now opened for development
- Performance by highly experienced management team (15+ years) with excellent
knowledge of the local markets
- Investment in a portfolio of smaller-sized projects for optimized stability and return
- Partnership with one of the leading real estate development companies in Europe for
smaller sized retail units
- “Develop and sell” strategy leads to high profitability with low capital lockup
- High profit expectations in both, project development and also management side, no
external management
Return p.a.: 11% p.a. + strong exit upside
Relatively low capital lockup period (18 months)
Category of price
10.8 Mio. EUR per project
Engagement Just financial
Just management
Both
Reference Fundraising
Contact Marcus Bartl +43 (0) 1 537 37 416 [email protected]
M&A-BULLETIN JUNE 2013
SALE MANDATES - COMPANY PROPOSALS - SUCCESSION
SALE MANDATES-COMPANY PROPOSALS-SUCCESSION
BUY MANDATES-PARTICIPATIONS-INVESTMENTS
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
page 65 / 213
Retail Chain Sell Side
Region Israel
Industrial sector
Retail - General
Title An opportunity for investment in one of Israel's largest retail chain
Short description
One if Israel's largest retail chain, operating 248 stores at the end of 2010 throughout and
employing about 12,400 people. Total store area covers 540,997 sq.m. In 2010, revenue
reached about $3 billion. In the Q3 of 2011, it had revenue of $2.3 billion.
On December 2010 RetailChain announced a new growth strategy for the next few years,
including: operating an additional 100 thousand sq.m. by 2015.
RetailChain has invested Extensive production and marketing resources in the Their Private
label brand, RetailChain's Private Label offers over 1,400 S.K.U.’s in food, toiletry and
pharmacy products.
RetailChain has extensive Real Estate activities, locating, developing, setting up and oper-
ating income-producing real estate in retail activities around the company’s branches.
Category of turnover
USD 3 billion
# employees (heads)
~12,400
Engagement just financial just management both
Reference RetailChain
Contact Ron Wolman +972 (0)3 636 8706 (Tel) +972 (0)3 638 2511 (Fax) [email protected]
M&A-BULLETIN JUNE 2013
SALE MANDATES - COMPANY PROPOSALS - SUCCESSION
SALE MANDATES-COMPANY PROPOSALS-SUCCESSION
BUY MANDATES-PARTICIPATIONS-INVESTMENTS
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
page 66 / 213
Retail Trade Sell Side
Region Czech Republic
Industrial sector
Retail trade
Title Food Retail Sale and Wholesale Company
Short description
The largest local Czech wholesale and retail sale company, one of the largest in the
Czech Republic (after global chains such as Tesco, Kaufland, Ahold and Billa).
The company operates more than 400 own retail shops; another 260 shops are owned
and managed by franchisees. It also runs 4 wholesale warehouses in 3 different cities.
It focuses mainly on small towns where the global chains are still not present.
The group also includes an independent bakery which provides both own shops and ex-
ternal customers with fresh bakery products.
The company has very sound financial position, above average level of profitability and
very good potential for a further growth of sales. Category of turnover
EUR > 100 mio.
# employees (heads)
> 500
Category of price
EUR > 100 mio.
Engagement just financial just management both
Reference n.a.
Contact Petr Kymlička + 420 737 235 532 [email protected]
M&A-BULLETIN JUNE 2013
SALE MANDATES - COMPANY PROPOSALS - SUCCESSION
SALE MANDATES-COMPANY PROPOSALS-SUCCESSION
BUY MANDATES-PARTICIPATIONS-INVESTMENTS
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
page 67 / 213
Second-hand clothing Sale side mandate – Investment opportunity
Region CEE – Hungary
Industrial sector
Second-hand clothes market
Title Second-hand clothes retail market
Short description
Project Wardrobe is the second largest second-hand clothing trader in Hungary with more than 50 retail stores. The Company was founded in 2004 and has been owned and operated by private individuals since then. Based on a long standing relationship with its suppliers the Company buys the clothes from the United Kingdom. The Company developed a unique sorting plant and a barcode system specialized for secondhand clothes to ease coordination and selection. The Company has been expanding since its foundation. The revenue has been increased by 40%-50% in each year of its operation. The Company’s external financing need is low. The Company has been profitable since 2005. Due to the market increase and the successful management the Company’s profit generating ability has increased both on EBIT and on Profit after taxation level.
Data in thousand EUR 2008 2009 2010 2011
EBITDA 248 270 519 900
The Company has got:
long run, successful cooperation with its supplier partners,
modern, unique sorting plant and a barcode system,
Well known brand name and logo,
Quick stock rotation speed,
Low external financing need. Opportunities:
The Company’s sorting plant and premises operate on 50% level. The Company is able to expand its capacity significantly without any major investment.
Domestic expansion opportunity on retail and on wholesale level,
CEE expansion: there have been company requests from Slovakia and Romania for cooperation.
Category of turnover
EUR 5-10 million
# employees (heads)
200
Category of price
EUR 2.5-3 million -Or a franchise based deal can also be negotiated
Engagement just financial just management both
Reference Project Wardrobe
Contact Akos Boross +36-1-235-3010 [email protected] Gabriella Huth +36-1-235-3010 [email protected]
M&A-BULLETIN JUNE 2013
SALE MANDATES - COMPANY PROPOSALS - SUCCESSION
SALE MANDATES-COMPANY PROPOSALS-SUCCESSION
BUY MANDATES-PARTICIPATIONS-INVESTMENTS
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
page 68 / 213
Security Services Sale side mandate
Region Israel
Industrial sector
7381 - Security Services
Title Israel's leading and largest provider of security services with 40 years of remarkable reputa-tion.
Short description
SkyHawk is Israel's leading security services, providing its services to the public, private and
the institutional sector sector, in the most professional, reliable and qualitative manner.
The Company employs 10,000 trained officers in numerous branches throughout the country
and operates 24/7.
The company also specialized in providing protection systems and technological solutions
for security plants and business centers.
Skyhawk's core advantage is its skilled and experienced personnel, who have been educated
both through repetitive training and field work.
Skyhawk’s clientele remain loyal for many years and the company continues to triumph in
each tender over and over again due to its awareness for good service along with its unri-
valed quality standards.
Category of turnover
EUR 50 bis 100 mio.
# employees (heads)
21 to 50
Category of price
EUR 50 bis 100 mio.
Engagement just financial just management both
Reference Skyhawk
Contact Ron Wolman +972 (0)3 636 8706 (Tel) +972 (0)3 638 2511 (Fax) [email protected]
M&A-BULLETIN JUNE 2013
SALE MANDATES - COMPANY PROPOSALS - SUCCESSION
SALE MANDATES-COMPANY PROPOSALS-SUCCESSION
BUY MANDATES-PARTICIPATIONS-INVESTMENTS
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
page 69 / 213
Tourist Resort
Sell side
Region Italy
Industrial sector
Leisure
Title Tourist Resort
Short description
The Company is located in the center of Italy, along the Tyrrhenian coast, just few meters
away from a charming and lovely seaside. The location is easily accessible by train and
highway. It’s not far from the Pisa and Florence airports.
The territory is well known in the word for its rich soil, that produces delightful wines. Near
the tourist complex it’s possible to make food and wine tour in the numerous wine cellars.
Through visiting medieval villages, around the tourist area, it’s possible to combine the
history with the local product.
With its many structures, the complex is designed to satisfy the needs of a varied custom-
ers. It is an ideal destination for families, single and working conferences and wedding
The total buildings are: Around 200 apartments: composed by loft, two-room apartments
and three-room apartments; restaurant; conference center; bar; car parking; A park; a
children’s area; reception; private consecrated chapel; 4 multipurpose sporting court for
Tennis and Soccer; 3 swimming pools: one Olympic pool, a children’s pool and an adult with
hydro jet; 2km distance from the beach.
Category of turnover
EUR 2 to 5 mio
# employees (heads)
11 to 20
Category of price
EUR 15 to 50 mio
Engagement just financial just management both
Reference Tourist Resort
Contact Matteo Mancaruso +39 055 5535405 [email protected]
M&A-BULLETIN JUNE 2013
SALE MANDATES - COMPANY PROPOSALS - SUCCESSION
SALE MANDATES-COMPANY PROPOSALS-SUCCESSION
BUY MANDATES-PARTICIPATIONS-INVESTMENTS
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
page 70 / 213
Tre Fontane Hotel Sell side
Region Italy
Industrial sector
Hotel accommodation
Title Italian classical-style hotel
Short description
The Hotel is located near the thermal park Sepino in the south of Italy. Well connected thanks to the near international airport station (Campobasso is just 30 minutes far by car). The Hotel is composed of a total of 5 levels in 3500 sqm. Recently renovated but not fin-ished yet. The Seller is offering the potential investors three investment options:
1. Purchase the Hotel in the current condition: 34 rooms (including 10 Suites), 120 beds, restaurant & american bar, 1 conference room, solarium & spa and garage service. To finish the renovations have to invest less than EUR 500.000;
2. Purchase the Hotel and convert it into a home for the elderly with restaurant & american bar, 1 conference room, solarium & spa and garage service. There are the government permits. To finish the renovations have to invest less than EUR 500.000;
3. Purchase the Hotel and convert it into a tourist residence with the possibility of splitting, transfer and subsequent management unit of residence: 34 independ-ent unit, restaurant & american bar, 1 conference room, solarium & spa and garage service. To finish the renovations have to invest less than EUR 1.000.000.
Category of turnover
n.a.
# employees (heads)
n.a.
Category of price
EUR 2 bis 5 mio.
Engagement just financial just management both
Reference Development Project
Contact Fabrizio Bencini +39 055 477942 [email protected]
M&A-BULLETIN JUNE 2013
SALE MANDATES - COMPANY PROPOSALS - SUCCESSION
SALE MANDATES-COMPANY PROPOSALS-SUCCESSION
BUY MANDATES-PARTICIPATIONS-INVESTMENTS
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
page 71 / 213
Transport
Sell side
Region Benelux and Germany
Industrial sector
Transport (SIC 4213)
Type of Transaction
Sellside
Title COMPANY SPECIALISED IN TRANSPORT OF EXCEPTIONAL LOADS
Short description
TRANSPORT is specialized in transporting exceptional loads in the Benelux and Germany.
The company has an excellent reputation and a stable clientele. Due to substantial invest-
ments during recent years, TRANSPORT has a modern vehicle fleet. The company has 20 –
30 trucks, several deep loaders (loading capacity up to 110 tons) and various extendable
trailers (length up to 42 meters). In addition, several vehicles have truck-mounted cranes
(up to 90 ton meters). The current shareholder offers 100% of the shares or the assets and
activities for sale.
Category of turnover
EUR 5 to 10 mio.
# employees (heads)
21 to 50
Category of price
n.a.
Engagement just financial just management both
Reference TRANSPORT
Contact Maarten, van Dijk +31 30 2849 881 [email protected]
Emiel, Birza +31 30 2849 855 [email protected]
M&A-BULLETIN JUNE 2013
SALE MANDATES - COMPANY PROPOSALS - SUCCESSION
SALE MANDATES-COMPANY PROPOSALS-SUCCESSION
BUY MANDATES-PARTICIPATIONS-INVESTMENTS
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
page 72 / 213
Virtual Tourism
Sell side
Region Italy
Industrial sector
Tourism
Title Virtual Tourism
Short description
VirtualCITY is a start-up project in the tourist industry. The Company wants to improve and
enrich the touristic experience.
In a structure similar to a theatre it will offer a 45 minutes long virtual and technological
itinerary in the cities where the project will be developed.
VirtualCITY locations will be always situated in the city center.
The website VirtualCITY.com will represent a traveler’s community where visitors can share
experiences and recommendations.
The goal is to operate on an international scale, with the opening of new centres in all the
most important cities of the world.
It’s required an investment of 5 Mln€ funded by 2,5 Mln€ of equity and 2,5 Mln€ of debt.
Category of turnover
n.a.
# employees (heads)
n.a.
Category of price
EUR 2 to 5 mio
Engagement just financial just management both
Reference Virtual Tourism
Contact Matteo Mancaruso +39 055 5535405 [email protected]
M&A-BULLETIN JUNE 2013
SALE MANDATES - COMPANY PROPOSALS - SUCCESSION
SALE MANDATES-COMPANY PROPOSALS-SUCCESSION
BUY MANDATES-PARTICIPATIONS-INVESTMENTS
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
page 73 / 213
Wholesale/ distribution of hair treatment products Sellside
Region Belgium
Industrial sector
Wholesale and distribution of hair treatment products
Title Wholesale and distribution of hair treatment products
Short description
The company assists and supports hairdressers and provides advice in respect of:
• Product analysis
• Personalization of commercialization
• Merchandising
• Product appearance...
The company is the exclusive distributor for the Belgian and Luxemburg market of a certain
product who’s an important player in the hairdressing world.
To offer its clients a wide choice in products, technologies, qualities and price levels the
product range has been extended with other brands for which the company also obtained an
exclusive distributorship.
The company’s team assists hairdressers with tailored support and provides motivational
activities, training as well as telephonic advice when hairdressers require it. The company’s
training center offers spacious studios with the latest infrastructure and offers exciting
program courses. Moreover the company’s training center is ISO 9001 certified which signi-
fies an enormous plus value for the customers.
Category of turnover
EUR 4 to 5 mio.
# employees (heads)
25 FTE
Category of price
n.a.
Engagement just financial just management both
Reference Project Headdicted
Contact Johan Vandenbroeck + 32 2 778.01.00 [email protected]
M&A-BULLETIN JUNE 2013
SALE MANDATES - COMPANY PROPOSALS - SUCCESSION
SALE MANDATES-COMPANY PROPOSALS-SUCCESSION
BUY MANDATES-PARTICIPATIONS-INVESTMENTS
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
page 74 / 213
Wholesale of metals and minerals Sale side
Region Bosnia and Herzegovina, Serbia
Industrial sector
Wholesale of metals and minerals
Title Sale side of a major wholesale of steel products in Bosnia
Short descrip-tion
The owner of two steel trading companies in Bosnia and Herzegovina and Serbia is consider-
ing selling his businesses.
The company in Bosnia is the second largest steel trader in the country with 16% market
share. In 2008, it had sales of over 37 thousand tons and revenue of EUR 27 Mio. The com-
pany employs 28 workers.
The company in Serbia is a niche player in the local steel trade market, specialized in
wholesale of re-bar, wire rod and mash. In 2008 it had sales of over 11 thousand tons and
revenue of EUR 7.5 Mio. The company employs 14 workers.
Category of turnover
EUR 20 to 50 Mio
# Employees (heads)
21 to 50
Category of price
n.a.
Engagement Just financial
Just management
Both
Reference Steel
Contact Uros Camilovic +381(0)113281411 [email protected]
M&A-BULLETIN JUNE 2013
SALE MANDATES - COMPANY PROPOSALS - SUCCESSION
SALE MANDATES-COMPANY PROPOSALS-SUCCESSION
BUY MANDATES-PARTICIPATIONS-INVESTMENTS
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
page 75 / 213
Wine Producer & Farmholidays
Sell side
Region Italy
Industrial sector
Agricultural
Title Wine Producer & Farmholidays
Short description
The company operates in both the agricultural production of wine as well as in tourist activity in the
form of cottages-vacation rentals, thanks to the characteristic structure.
There also are others marginal activities: oil production, hay and wood cutting.
The farm is located in Tuscany, Central of Italy, near the city of Siena, and covers 650 hectares of
land.
The Company is constituted as a limited liability company, the capital is owned by a family.
The company operates in two business segments.
In the wine sector, with:
a line of Docg wine
a line of Igt wine
The farm borders to Montalcino, famous for its Brunello.
The 56% of the wine produced is bottled, while the remaining 44% is sold loose. The bottled wine for
about 75% is exported abroad and the remaining part directed towards the Central-Northern Italy.
The bulk wine is sold in the markets of Switzerland, Italy and U.S.A. The revenues from wine’s selling
(both bottled and bulk wine) are about 900.000,00 € in 2012.
The estate consists of five farms with beautiful farmhouses from the 13th century. The farmhouses
have been carefully restored and divided into holiday apartments and hotel rooms of different seizes.
The furnishings show the typical Tuscan country-style and a special care for details. Each apartment is
equipped with cooker and oven, fridge, dishwasher, TV, laundry (for bathroom, kitchen and bed-
rooms). Every apartment has got its terrace or little garden. The farmholiday’s services are: wine
tasting, horses, swimming pool, restaurant, tennis.
It is a seasonal activity that brings revenues to about 700.000,00 € in 2012. Category of turnover
EUR 2 to 5 mio
# employees (heads)
11 to 20
Category of price
EUR 10 to 25 mio.
Engagement just financial just management both
Reference Wine Producer & Farmholidays
Contact Matteo Mancaruso +39 055 5535405 [email protected]
M&A-BULLETIN JUNE 2013
SALE MANDATES - COMPANY PROPOSALS - SUCCESSION
SALE MANDATES-COMPANY PROPOSALS-SUCCESSION
BUY MANDATES-PARTICIPATIONS-INVESTMENTS
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
page 76 / 213
Rest of the world
Agri / Food Sell side mandate
Region Global
Industrial sector
Agri / Food – Industrial Sector
Title Large Poultry Farm in Russia
Short description
The company operates as an integrated poultry producer with Russia as its most im-
portant market;
They breed the mother animals, hatch the fertilised eggs, fatten the broilers,
slaughter the chicken and sell meat to wholesalers;
They slaughter approximately 2.0 - 2.5 million broilers per week;
They have their own feed mill, logistics operation, water purification and rendering
on the premises.
Category of turnover
€ 250-300 mio EBITDA € 50 – 100 mio.
# employees (heads)
2,000-3,000
Category of price
n/a
Engagement just financial just management both
Reference Project Fabergé
Contact Caroline Jansen or Mark Hendriks +31 (0)30 2849 887 [email protected] Mark Hendriks [email protected]
M&A-BULLETIN JUNE 2013
SALE MANDATES - COMPANY PROPOSALS - SUCCESSION
SALE MANDATES-COMPANY PROPOSALS-SUCCESSION
BUY MANDATES-PARTICIPATIONS-INVESTMENTS
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
page 77 / 213
Aluminium Segment Sell side
Region Brazil
Industrial sector
Aluminium Resalers
Title This document presents an opportunity to acquire an aluminium resaler.
Short description
Being present for over 20 years on the Brazilian market, the company is a great importer of composite aluminum panels produced by one of the largest producers in the market. The Aluminum panels are increasingly present in the architecture of many cities which are well used as coating for commercial and residential facades and in visual communication pro-jects. When incorporated into urban places, it can enrich the landscape of cities and can also be used as internal coating. The company’s main products are:
Polyclear (Polycarbonate coatings)
Fitglass(Steel supports and structures for tempered glass)
Solcril (Acrylic fabrics)
Solare (PVC canvas and fabrics for awnings) The company’s headquarters is located in São José do Rio Preto (SP) in addition with five branches located in the cities of São Paulo (SP), Itaquaquecetuba (SP), Bauru (SP), Vitó-ria(ES) and Curitiba(PR).
Category of turnover
USD 33 Million
# employees (heads)
N/A
Category of price
N/A
Engagement just financial just management both
Reference Project Shine
Contact Mauro Johashi +55 11 3848.5880 [email protected] Renata Cianciaruso +55 11 3848.5880 [email protected]
M&A-BULLETIN JUNE 2013
SALE MANDATES - COMPANY PROPOSALS - SUCCESSION
SALE MANDATES-COMPANY PROPOSALS-SUCCESSION
BUY MANDATES-PARTICIPATIONS-INVESTMENTS
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
page 78 / 213
Animal Genetics Sell side mandate
Region Asia
Industrial sector
Agriculture
Title Australian beef cattle seedstock producer
Short description
A rare opportunity to acquire one of Australia’s leading beef cattle seedstock businesses. Sale to include seedstock marketing business, all stud cattle, genetics and intellectual property. Five rural properties also available at agreed valuation. The current owners and management can be retained in the business for up to 5 years. An established and highly regarded industry icon experiencing strong demand for products and an EBIT Margin of approx 35%.
Category of turnover
AUD $2.0 - $5.0m
# employees (heads)
11-20
Category of price
AUD$5.0 – $10.0m – business and livestock AUD$15.0 - $30.0m – including the above with associated land
Engagement just financial just management both
Reference Australian genetics business
Contact Cameron MacMillan +61 7 3237 5794 [email protected] David Krause +61 7 3237 5658 [email protected]
M&A-BULLETIN JUNE 2013
SALE MANDATES - COMPANY PROPOSALS - SUCCESSION
SALE MANDATES-COMPANY PROPOSALS-SUCCESSION
BUY MANDATES-PARTICIPATIONS-INVESTMENTS
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
page 79 / 213
Beverage Hygiene Sell Side/Investment Mandate
Region Global
Industrial sector
Beverage Hygiene
Title Sell Mandate – Seeking investor(s) for up to 20% stake in the Company
Short description
Investment opportunity in an Irish based company involved in the design and manufacture
of a patented unit for the automated cleaning of beverage lines, initially targeting the pub
and hotel market.
The key advantage of the company's unit is the precision and consistency it brings to the
cleaning process, as well as measurable savings and significantly improvement in quality.
Funding is required to commence full-scale manufacturing of the machine and to bring the
product to market, with the primary focus on the UK, US and Middle East markets. Category of turnover
Development Stage
# employees (heads)
< 10
Category of price
20% stake for US$1.8m
Engagement just financial just management both
Reference MV2
Contact Katharine Byrne Tel: 353 1 4700524 [email protected]
M&A-BULLETIN JUNE 2013
SALE MANDATES - COMPANY PROPOSALS - SUCCESSION
SALE MANDATES-COMPANY PROPOSALS-SUCCESSION
BUY MANDATES-PARTICIPATIONS-INVESTMENTS
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
page 80 / 213
CCTV-Global Sell Side
Region Israel – Global
Industrial sector
Technology
Title Investment Opportunity in a leading provider of intelligent, IP-based digital video and audio
solutions for CCTV security and surveillance applications
Short description
CCTV Global's Technology designs and manufactures intelligent IP surveillance solutions for
mid-to-large-scale deployments in mission-critical, multi-site application environments.
These solutions range from sophisticated video management systems including monitoring,
recording, analysis, reporting and investigation suites, to high-end digital video recorders
(DVR & NVR).
The company specializes in CCTV surveillance services for city centers, public spaces and
public safety agencies, corporate campuses, shopping malls, residential complexes, and
casinos. The system can accommodate tens, hundreds and even thousands of cameras per
site operating over enterprise LAN, wireless or carrier networks.
Installed base of Hundreds of thousands of channels worldwide.
The company's main offices are located in Israel, USA, London and India
Category of turnover
Roughly $4M
# employees (heads)
Category of price
Engagement just financial just management both
Reference CCTV Global
Contact Ron Wolman +972 (0)3 636 8706 (Tel) +972 (0)3 638 2511 (Fax) [email protected]
M&A-BULLETIN JUNE 2013
SALE MANDATES - COMPANY PROPOSALS - SUCCESSION
SALE MANDATES-COMPANY PROPOSALS-SUCCESSION
BUY MANDATES-PARTICIPATIONS-INVESTMENTS
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
page 81 / 213
Consulting/Specialized in information security Sale mandate
Region Argentina/South America
Industrial
sector
Consulting/information security
Title In the market since 1996. Large experience in PCI subjects. Achieved international certifi-
cation in 2006.
Short
description
Headquarter located in Buenos Aires, Argentina. Provides services to South America and
Caribbean region. Branch located in Asunción-Paraguay with technical resources and reve-
nues; also in Panamá, Ecuador and Uruguay but those inactive for the nonce. Has worked
with companies from USA, Germany, Austria, Spain and Holland.
More than 400 loyal customers in its portfolio. Continuously specialized courses around the
world.
Services:
- Information security and IT consulting
- Testing and security evaluation
- Security outsourcing
- PCI
- Security governance
Growth potential due to:
- Sixteen years in the region with sterling reputation.
- Highly recognized brand enhanced by the participation in courses of more than
2.500 professionals.
- Human resources highly specialized and recruited by a thorough selection process.
Category
of turnover
EUR 1 to 2 mio
# employees
(heads)
Actual: 38
Category
of price
EUR 500.000 bis 2 mio
Engagement just financial just management both
Contact Garabato Fernando
Partner Corporate Finance
Aberastain Tomás
Consultant Corporate Finance
M&A-BULLETIN JUNE 2013
SALE MANDATES - COMPANY PROPOSALS - SUCCESSION
SALE MANDATES-COMPANY PROPOSALS-SUCCESSION
BUY MANDATES-PARTICIPATIONS-INVESTMENTS
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
page 82 / 213
Cosmetics Sell Side
Region Global
Industrial sector
Cosmetics
Title Investment opportunity in one of the leading professional care brands exported from Israel
Short description
•Established in 1984.
•The company has years of scientific R&D clinically proven ingredients to offer its clients
professional, innovative Dermato Corrective solutions for treatment of aesthetic conditions
with long lasting, visible results.
•The company has extensive professional portfolio of more than 300 products, updated
each year, offering a large variety of daily skin care regiments for all skin types and aes-
thetic conditions.
• The company has distributors located worldwide, including subsidiary in Romania, Repre-
sentatives and agents in USA, Canada, EU, Russia and former Soviet Union states.
• Roughly 85% of the company's sales are global, mainly to Russia and former Soviet Union
states.
• Company's products are marketed mostly through cosmetics professionals and dermatolo-
gists.
• The brand's flagship products receive constant coverage and praise in glossy magazines
such as Vogue and Elle.
•The company manufactures in full accordance with GMP and ISO Standards and complies
with international standards.
Financial Highlights
(M$) 2009 2010 2011 2012 Revenue 6.5 10.7 8.6 9.8 Operating Profit 3.3 6.2 4.3 4.8
# employees (heads)
55
Category of valuation (M$)
$25-$30 M
Engagement just financial just management both
Reference CosmeticsPremium
Contact Miki Berkovich +972 (0)3 638 9317 (Tel) +972 (0)3 638 2511 (Fax) [email protected] Ron Wolman +972 (0)3 636 8706 (Tel) +972 (0)3 638 2511 (Fax) [email protected]
M&A-BULLETIN JUNE 2013
SALE MANDATES - COMPANY PROPOSALS - SUCCESSION
SALE MANDATES-COMPANY PROPOSALS-SUCCESSION
BUY MANDATES-PARTICIPATIONS-INVESTMENTS
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
page 83 / 213
Digital Advertising Network Sell Side
Region Israel - Global
Industrial sector
Technology – Digital Advertising
Title An opportunity for investment in a Leading Global Digital Advertising network
Short description
MediaGlobal is a global digital advertising network. The company offers cross-platform solu-
tions to enable the simplified control and optimization of digital advertising campaigns on
multiple exchanges and media sources from a single location. Among its clients are major
brands and a broad mix of advertisers and agencies operating across a multitude of sectors -
including e-commerce, coupons, travel, social and casual gaming, dating, banking and fi-
nance, and mobile entertainment. Among its publishers are top premium websites, major
portals, niche content sites, country localized sites, social media and large media houses.
Financial information:
• Revenues at a Run Rate of about $75 M.
• EBITDA of about 10%.
• Rapid Growth rate.
Category of turnover
Revenues at a Run Rate of about $75 M.
# employees (heads)
Category of price
$50-$60 Million
Engagement just financial just management both
Reference MediaGlobal
Contact Ron Wolman +972 (0)3 636 8706 (Tel) +972 (0)3 638 2511 (Fax) [email protected]
M&A-BULLETIN JUNE 2013
SALE MANDATES - COMPANY PROPOSALS - SUCCESSION
SALE MANDATES-COMPANY PROPOSALS-SUCCESSION
BUY MANDATES-PARTICIPATIONS-INVESTMENTS
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
page 84 / 213
Drug Development Sell Side/Investment Mandate
Region Global
Industrial
sector
Drug Development
Title Sell Mandate – Seeking investor(s)
Short
description
Investment opportunity in an Irish based company focussed on drug development for the
global cardiovascular and antidyslipidaemia market segments.
It has the distinctive competitive advantage of a targeted, de-risked approach, with cutting
edge expertise in chemical design of analogues of well-established therapies. The company
has demonstrated the early efficacy advantages of their new chemical entities (NCE's) in
highly respected primate animal models
Funding is required to continue the development of the lead compounds to the end of
Phase 1 clinical trials.
Category
of turnover
Development Stage
# employees
(heads)
11 to 20
Category
of price
n.a.
Engagement just financial just management both
Reference MV1
Contact Katharine Byrne
353 1 4700524
M&A-BULLETIN JUNE 2013
SALE MANDATES - COMPANY PROPOSALS - SUCCESSION
SALE MANDATES-COMPANY PROPOSALS-SUCCESSION
BUY MANDATES-PARTICIPATIONS-INVESTMENTS
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
page 85 / 213
Electronics Sell-side Mandate
Region Canada
Industrial sector
Electronics
Title Highly profitable and eco-friendly electronics distributor, particularly batteries
Short description
Key investment considerations:
Exclusive North American and European distribution rights
„Name“ retailers
„Green“ Batteries
o Carbon Neutral
o No cadmium, lead or mercury
o Recyclable
Highly profitable and growing rapidly
Category of turnover
< CA$ 20 Mio.
# employees (heads)
N.A.
Category of price
N.A.
Engagement just financial just management both
Reference Project Ecotech
Contact Christopher Porter #1200 123 Front Street West Toronto, Ontario [email protected] Tel: +1 416 369-3062
M&A-BULLETIN JUNE 2013
SALE MANDATES - COMPANY PROPOSALS - SUCCESSION
SALE MANDATES-COMPANY PROPOSALS-SUCCESSION
BUY MANDATES-PARTICIPATIONS-INVESTMENTS
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
page 86 / 213
Energy Efficiency Sellside
Region Brazil
Industrial
sector
Energy Efficiency
Title Opportunity to acquire a company in Brazil – Engineering company focused on energy effi-
ciency based in Sao Paulo.
Short
description
Porto is an engineering company founded in 2000 that has worked in the industry since
1997, with the main objective of increasing energy efficiency through performance con-
tracts, including electricity, water and gas. The company was established following the
model developed in the United States and Canada for the specialized area called ESCO (En-
ergy Service Company).
Among the main services provided are: diagnosis of energy and hydraulic consumption, via-
bility studies of projects for the optimization of energy, water, and gas use, financial mod-
eling, engineering projects, implementation of measurements on energy efficiency, verifi-
cation and monitoring of savings achieved, maintenance and operation of verification sys-
tem, energy, water and gas consumption monitoring, among others.
Category
of turnover
USD 12.5 million
# employees
(heads)
N/A
Category
of price
USD 20 to 30 million
Engagement just financial just management both
Reference Project Porto
Contact Mauro Johashi
+55 11 3848.5880
Renata Cianciaruso
+55 11 3848.5880
M&A-BULLETIN JUNE 2013
SALE MANDATES - COMPANY PROPOSALS - SUCCESSION
SALE MANDATES-COMPANY PROPOSALS-SUCCESSION
BUY MANDATES-PARTICIPATIONS-INVESTMENTS
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
page 87 / 213
Fashion retail sector Sell side mandate
Region Hong Kong & China
Industrial sector
Fashion retail sector
Title A niche Hong Kong/PRC retail chain of branded fashion apparels. with presence in tier 1 and tier 2 cities in China
Short description
Established in 1992 as a garment wholesaler, the Group has expanded from pure garment
production to brand image design, packaging design and advertising campaign through its
portfolio of six fashion brands. The fashion retail chain has 62 self-owned and 81 franchise
stores in Hong Kong, Shanghai, Beijing and Taiwan.
The Group’s fashion brands Target female and male groups from age 20 to 40, including
fashion lines for Japanese style clothing, high-end men’s and women’s fashion and an inno-
vative fashion line targeting modern female customers.
The PE investor (part of a listed global banking group) is looking to exit as their IPO plans
for this group last year did not materialize given the market conditions. They are now con-
sidering a trade sale of their 30% stake. A majority control stake may also be available,
subject to further negotiations with the major shareholder.
Category of turnover
n.a.
# employees (heads)
Over 250 staff
Category of price
n.a.
Engagement just financial just management both
Reference Project Style
Contact Kenneth Yeo Direct line: +852-2218 8268 [email protected] Paul Williams Direct line: +852-2218 8290 [email protected]
M&A-BULLETIN JUNE 2013
SALE MANDATES - COMPANY PROPOSALS - SUCCESSION
SALE MANDATES-COMPANY PROPOSALS-SUCCESSION
BUY MANDATES-PARTICIPATIONS-INVESTMENTS
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
page 88 / 213
Food and Beverages Sell-side Mandate
Region Canada
Industrial sector
Food and Beverages
Title Highly profitable beverage producer
Short description
Key investment considerations:
Low-cost producer with a foothold in the Eastern Canada market providing a diver-
sified offering
Turnkey operations with state-of-the-art production facilities
Realized adjusted EBITDA margins between 16% and 25% since 2007, while operating
with significant excess capacity
Blue-chip customer base, including those with a national presence in Canada, allow-
ing the opportunity to expand sales
Established brand with both branded and private label offerings
With highly automated and vertically integrated operations, total headcount is kept
lean with a focus on production efficiency
Category of turnover
CA$ 15 – 20 Mio.
# employees (heads)
N.A.
Category of price
N.A.
Engagement just financial just management both
Reference Project Pure
Contact Clark McKeown #1200 123 Front Street West Toronto, Ontario [email protected] Tel: +1 416 369-6126 Khal Ahsan #1200 123 Front Street West Toronto, Ontario [email protected] Tel: +1 416 775-7816
M&A-BULLETIN JUNE 2013
SALE MANDATES - COMPANY PROPOSALS - SUCCESSION
SALE MANDATES-COMPANY PROPOSALS-SUCCESSION
BUY MANDATES-PARTICIPATIONS-INVESTMENTS
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
page 89 / 213
Food Ingredients Manufacturer Sell Side
Region Israel - Global
Industrial sector
Industrial - Food
Title Investment Opportunity in a Multi-national innovator, Food Ingredients Manufacturer with over 35 years of industry experience
Short description
Founded in 1971, has been a public company and traded on the Tel Aviv Stock Ex-
change since 1992.
The company specializes in dehydrating both bio-organic and non-organic foods into
powders.
The Company has 3 product lines:
o Egg Products - industry leaders and innovators in egg products manufactur-
ing offering diversified egg powders and liquid eggs.
o Nutritional Supplements - experts and innovators in powder processing. Pro-
vide turnkey solutions to leading food and nutrition companies. From idea-
tion and product development, through processing using fluid bed, batch
agglomeration technology and retail packaging.
o Tomato Products and other Fruit and Vegetable Products - manufacture to-
mato paste and powder and other fruit and vegetable powder using several
drying technologies including spray dried technology, drum dried and freeze
dried.
Operations in the United States, Israel, Turkey, Russia & Mexico.
Over 10 manufacturing facilities.
Conduct sales with over 1,000 customers worldwide, including leading multinational
food companies.
Company's Products are sold in over 30 countries.
Financial Highlights
(M$) 2009 2010 2011 1-9/2012 Revenues 134 156 150 125 EBITDA 9.3 12.9 8.9 6.2
# employees (heads)
Over 700 Worldwide
Category of price
Engagement just financial just management both
Reference FoodSupp
Contact Maya Idelson +972 (0)3 637 4870 (Tel) +972 (0)3 638 2511 (Fax) [email protected]
M&A-BULLETIN JUNE 2013
SALE MANDATES - COMPANY PROPOSALS - SUCCESSION
SALE MANDATES-COMPANY PROPOSALS-SUCCESSION
BUY MANDATES-PARTICIPATIONS-INVESTMENTS
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
page 90 / 213
Garment manufacturing sector Sell side mandate
Region Hong Kong & China
Industrial sector
Garment manufactuing sector
Title A Hong Kong based vertically-integrated manufacturer of denim garments with international footprints.
Short description
The Group is the largest privately-owned denim manufacturer in China, and one of the five
largest denim exporters in Asia. Currently, the Group is producing 7 million square yards per
month and has a manufacturing capacity of more than 600,000 pairs of jeans per month at
its own vertically-integrated factory in Northern China and an additional garment factory in
Southern China. The Group has recently, further expanded operations with the opening of a
garment factory with 15 production lines in Bangladesh, to further improve its cost compet-
itiveness. The Group aims to produce 1 million pairs of jeans per month by the 2nd half of
this year.
The Group is now looking for an investor to inject additional longer term capital to assist its
expansion plans with a view to an IPO within the next 3 to 5 years.
Category of turnover
USD89 million
# employees (heads)
n.a.
Category of price
USD50 million to USD60 million
Engagement just financial just management both
Reference Project Pearl
Contact Kenneth Yeo Direct line: +852-2218 8268 [email protected] Paul Williams Direct line: +852-2218 8290 [email protected]
M&A-BULLETIN JUNE 2013
SALE MANDATES - COMPANY PROPOSALS - SUCCESSION
SALE MANDATES-COMPANY PROPOSALS-SUCCESSION
BUY MANDATES-PARTICIPATIONS-INVESTMENTS
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
page 91 / 213
High End Bolts Sell-side Mandate
Region Canada
Industrial sector
Aerospace and Automotive
Title Manufacturer of aerospace fasteners and high-end bolts seeking acquirer
Short description
The Ontario-based company is a manufacturer of bolts to very tight tolerences in hard-to-
work metals for aerospace and industrial applications. 2013 growth forecasted to be 15%.
Key Investment Attributes:
Strong and increasing gross margins
Long-term customers
Continuous new product development
Category of turnover
CA$ 5.0 Mio.
# employees (heads)
20
Category of price
N.A.
Engagement just financial just management both
Reference Project Aerospace
Contact Christopher J. Porter #1200 123 Front Street West Toronto, Ontario [email protected] Tel: +1 416 865-0210 Khal Ahsan #1200 123 Front Street West Toronto, Ontario [email protected] Tel: +1 416 775-7816
M&A-BULLETIN JUNE 2013
SALE MANDATES - COMPANY PROPOSALS - SUCCESSION
SALE MANDATES-COMPANY PROPOSALS-SUCCESSION
BUY MANDATES-PARTICIPATIONS-INVESTMENTS
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
page 92 / 213
Hotel Real Estate Sellside
Region Israel
Industrial
sector
Hotels
Title Hotel - Prime Location Jerusalem
Short
description
Heart of Jerusalem
Walking distance from old city
Medium size hotel for renovation
Category
of turnover
n.a.
# employees
(heads)
n.a.
Category
of price
USD 22 Mio.
Engagement just financial just management Both
Reference Hotel Real Estate
Contact Neri Ben Simon
Real Estate Investment Banking
BDO Consulting Group
Telephone: +972 3 638 9307
Cell Phone +972 52 8497 171
e-mail: [email protected]
M&A-BULLETIN JUNE 2013
SALE MANDATES - COMPANY PROPOSALS - SUCCESSION
SALE MANDATES-COMPANY PROPOSALS-SUCCESSION
BUY MANDATES-PARTICIPATIONS-INVESTMENTS
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
page 93 / 213
Information Technology Sell-side Mandate
Region Canada
Industrial sector
Information Technology
Title Solutions provider for information technology hosting
Short description
Provides solutions for information technology services,
database management for 1 to 1 marketing,
transactional processing for the financial and insurance sectors, and
managed IT services.
„Name“ customers across North America
Continuous growth in revenue and EBITDA margin
Category of turnover
CA$ 10 Mio.
# employees (heads)
35
Category of price
N.A.
Engagement just financial just management both
Reference Project Host
Contact Christopher Porter #1200 123 Front Street West Toronto, Ontario [email protected] Tel: +1 416 369-3062
M&A-BULLETIN JUNE 2013
SALE MANDATES - COMPANY PROPOSALS - SUCCESSION
SALE MANDATES-COMPANY PROPOSALS-SUCCESSION
BUY MANDATES-PARTICIPATIONS-INVESTMENTS
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
page 94 / 213
Insurance Services Sell-side Mandate
Region Canada
Industrial sector
Insurance
Title Leading Canadian Insurance Services Provider
Short description
Ontario-based insurance services provider, focused on health related service, seeking an
acquirer with adequate resources to capitalize on the numerous expansion opportunities of
the business.
Key investment considerations:
Industry leader with a strong and reputable track record and presence on coveted
and restricted customer vendor lists
Recurring business model with low fixed costs and asset light characteristics requir-
ing minimal capital investments
Consistently profitable operations with an average adjusted EBITDA margin of ap-
proximately 31% since 2007
Blue-chip customer base, including those with a national presence in Canada, allow-
ing the opportunity to expand sales geographically using current business model
Category of turnover
CA$ 10 – 15 Mio.
# employees (heads)
N.A.
Category of price
N.A.
Engagement just financial just management both
Reference Project Exam
Contact Clark McKeown #1200 123 Front Street West Toronto, Ontario [email protected] Tel: +1 416 369-6126 Khal Ahsan #1200 123 Front Street West Toronto, Ontario [email protected] Tel: +1 416 775-7816
M&A-BULLETIN JUNE 2013
SALE MANDATES - COMPANY PROPOSALS - SUCCESSION
SALE MANDATES-COMPANY PROPOSALS-SUCCESSION
BUY MANDATES-PARTICIPATIONS-INVESTMENTS
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
page 95 / 213
Laboratory/Specialized in diet products / cosmetics Sale mandate
Region Argentina/South America
Industrial
sector
Laboratory/Diet Products and Cosmetics
Title Since 1996 a very well known brand with products commercialized in eight countries in Lat-
in America.
Short
description
The company Headquarter is located in Argentina, with regional offices in Colombia, Costa
Rica and Ecuador. Has publicity contracts with different TV channels y Latin America and
with important laboratories in the region to produce and distribute their products.
The company has an aggressive business plan that will impact positively on its cash flow,
increasing significantly its presence in the region.
Operates through 40.000 points of sale in Latin America.
Category
of turnover
Actual EUR 5 to 10 mio
2014 EUR 20 to 50 mio
# employees
(heads)
11 to 20
Category
of price
EUR 2 bis 5 mio
Engagement just financial just management both
Contact Garabato Fernando
Partner Corporate Finance [email protected]
Aberastain Tomás
Consultant Corporate Finance
M&A-BULLETIN JUNE 2013
SALE MANDATES - COMPANY PROPOSALS - SUCCESSION
SALE MANDATES-COMPANY PROPOSALS-SUCCESSION
BUY MANDATES-PARTICIPATIONS-INVESTMENTS
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
page 96 / 213
Manufactured Goods Sell side
Region Australia
Industrial sector
Manufactured goods
Title This document illustrates the opportunity for potential investors to assess the acquisition of 100% (one hundred per cent) of an Australian based group which produces and refines lake salt harvested from its salt lakes in Western Australia.
Short description
Group consists of four entities; involved in the harvesting of salt, supply of salt to pool
salt and industrial markets and processing of salt for the food market. Food salt is sold to
the Australian market as well as exported to a range of countries including China and Ja-
pan.
The Group supplies over 95% of Western Australia’s salt requirements and has over 98% of
the local swimming pool market. The company has built impressive export markets includ-
ing Japan, China, Brunei, Korea, Thailand, Taiwan and the USA over the last 15 years. The
majority of the top ten customers in 2008 are still significant four years later and the Group
has long term contracts in place with its largest customers.
Category of turnover
$20 million to $30 million (AUD)
# employees (heads)
30
Category of price
N/A
Reference Project Salt
Contact Simon Cook +61 8 6382 4758 [email protected] Mathew O‘Hara +61 8 6382 4759 [email protected]
M&A-BULLETIN JUNE 2013
SALE MANDATES - COMPANY PROPOSALS - SUCCESSION
SALE MANDATES-COMPANY PROPOSALS-SUCCESSION
BUY MANDATES-PARTICIPATIONS-INVESTMENTS
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
page 97 / 213
Manufacturer of fasteners – oil & gas sector Sellside
Region Global
Industrial sector
Manufacturer of fasteners – oil & gas sector
Title Buyers sought for a manufacturer of high quality specialist fasteners
Short description
• Buyers sought for a Company with a global focus specialising in the distribution and
manufacture of high quality specialist fasteners
• Business has over 20 years of market experience with a strong international customer
base including world leading manufacturers and multi-national energy contractors
• Manufactures and supplies a broad range of products to industries including oil & gas,
power generation, nuclear, heavy engineering, petro-chemical, offshore, defence and
automotive
Category of turnover
£20m sales, £2.8m EBITDA
# employees (heads)
n/a
Category of price
n/a
Engagement just financial just management both
Reference NTSI-8ZKG4L
Contact Susannah Perkins Tel: +44 121 352 6322 [email protected]
M&A-BULLETIN JUNE 2013
SALE MANDATES - COMPANY PROPOSALS - SUCCESSION
SALE MANDATES-COMPANY PROPOSALS-SUCCESSION
BUY MANDATES-PARTICIPATIONS-INVESTMENTS
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
page 98 / 213
Marketing Sell-side Mandate
Region Canada
Industrial sector
Marketing
Title Highly Profitable Experiential Marketing Services Company
Short description
Canadian-based experiential marketing company providing both strategic and fullfillment
services.
Key investment considerations:
Strong team of cross-discipline professionals in multiple global locations and a 25
year track record of helping regional, national and international clients achieve
their goals
Solid financial track record of steady growth and profitability, with sales nearly tri-
pling between 2007 and 2011
Blue-chip customer base, including those with an international presence, allowing
the opportunity to expand sales geographically using current business model
Category of turnover
CA$ 15 Mio.
# employees (heads)
N.A.
Category of price
N.A.
Engagement just financial just management both
Reference Project Experience
Contact Clark McKeown #1200 123 Front Street West Toronto, Ontario [email protected] Tel: +1 416 369-6126 Khal Ahsan #1200 123 Front Street West Toronto, Ontario [email protected] Tel: +1 416 775-7816
M&A-BULLETIN JUNE 2013
SALE MANDATES - COMPANY PROPOSALS - SUCCESSION
SALE MANDATES-COMPANY PROPOSALS-SUCCESSION
BUY MANDATES-PARTICIPATIONS-INVESTMENTS
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
page 99 / 213
Medical information system solutions leader Sellside
Region Global
Industrial sector
Software - Healthcare
Title Investment opportunity in a leader in enterprise-wide medical information system solutions
Short description
A privately owned company founded in 1989
The company is a leader in enterprise-wide medical information system solutions,
specializing in the design and management of patient-file oriented software solu-
tions for Managed Care and large-scale Health Care providers
The company has a very strong client base, major healthcare providers in Israel,
covering over 85% of primary and secondary care in a range of medical environ-
ments nationwide. The customer base includes all major healthcare provid-
ers/insurers in Israel, covering nearly all the primary care population, with close to
15,000 practicing physicians in over 7,000 installation sites of varying size and num-
ber of stations
The company has wide/extensive experience in software development for the med-
ical market, application design, implementation and assimilation of information sys-
tem solutions for healthcare providers
The copmay's software applications exist across an array of medical fields ranging
from Family Practice, Pediatrics, General Surgery and Gynecology through Cardiolo-
gy, Neurology, Psychiatry, Physiotherapy and many others.
Category of turnover
USD ~10 Million
# employees (heads)
~100
Category of price
n.a.
Engagement just financial just management both
Reference MedicSoft
Contact Ron Wolman +972 (0)3 636 8706 (Tel) +972 (0)3 638 2511 (Fax) [email protected]
M&A-BULLETIN JUNE 2013
SALE MANDATES - COMPANY PROPOSALS - SUCCESSION
SALE MANDATES-COMPANY PROPOSALS-SUCCESSION
BUY MANDATES-PARTICIPATIONS-INVESTMENTS
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
page 100 / 213
Mobile Resource Management Solutions Provider Sellside
Region Global
Industrial sector
Automotive
Title Investment Opportunity in a Leading Mobile Resource Management Solutions Provider
Short description
The company has been at the forefront of MRM (Mobile Resource Management)
wireless communication and location technology since 1997.
A B2B division of a leading Established provider of Telematics products & services
company that supplies and integrates its technology and solutions for different
business sectors:
Fleet management operators and service providers.
Security service providers.
Leading providers of complementary software.
Integrators and turn-key solutions providers.
The company's feature-rich and highly customizable products are designed to meet
the unique business and operational requirements of each client and OEM partner.
Installed base of over 900K devices in 45 countries.
More than 60 Customers with an Average Tenure of 6 years.
The company's products and production processes comply with the strictest quality
standards. The company is ISO 9001-2000 certified and has been awarded the VCA
(British Vehicle Certification Authority) E mark.
HQ in Israel.
Category of turnover
USD 22 Million
# employees (heads)
>60
Category of price
n.a.
Engagement just financial just management both
Reference Project AVL
Contact Ron Wolman +972 (0)3 636 8706 (Tel) +972 (0)3 638 2511 (Fax) [email protected]
M&A-BULLETIN JUNE 2013
SALE MANDATES - COMPANY PROPOSALS - SUCCESSION
SALE MANDATES-COMPANY PROPOSALS-SUCCESSION
BUY MANDATES-PARTICIPATIONS-INVESTMENTS
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
page 101 / 213
Non-ferrous secondary metal trading sector Sell side mandate
Region Hong Kong & China
Industrial sector
Non-ferrous secondary metals trading
Title A highly-scalable non-ferrous physical secondary metals trading company, specializing in copper trading, using innovative trading strategies to optimize profit margins for both cus-tomers and supplies ofphyisal secondary metals.
Short description
The Company is an established, fast growing, metals trading business based in Hong Kong, engaged in the supply and trading of non-ferrous secondary metals. Operating with a trading team highly experi-enced in the more mature secondary metals markets in Europe, the Company has developed a large Asian and European customer base, with a secure global metals supply base, that has allowed the Company to achieve rapid growth since formation, based on the high demand for non-ferrous metals, particularly from China. The Company specializes particularly in Copper, a commodity in short supply for which global demand outstrips supply. Secondary metal markets are therefore an important source of copper, although with relatively undeveloped secondary metal trading markets in Asia, the Group is in an ideal location to meet the high Asian demand. In addition to copper, the Company also trades aluminium, led, zinc and other non-ferrous metals. The Company has developed a highly-scalable trading platform, utilizing innovative pricing models and risk mitigation strategies (including fully hedging all trades on the London Metal Exchange), that have generated high profit levels in every year since formation. This platform is highly scalable, with the Company keen to place new small metal sourcing teams in the United States, Russia, Germany and South America, to meet the high demand from its Asian and European customer base. The Company could represent an attractive acquisition target for the following: Secondary metal trading companies: looking to add expertise in non-ferrous metals trading or to
expand its operations in Asia; Companies actively buying or selling non- ferrous secondary metals:, for which the Company
can execute trades using its global customer/supplier base, optimizing trading margins utilizing its innovative trading strategies.
Copper smelters: or companies with high demand for non-ferrous secondary metals. Non-operational shareholders owning 51% of the business are now seeking to sell their stake in the Company.
Category of turnover
USD375 million
# employees (heads)
16 employees
Category of price
n.a.
Engagement just financial just management both
Reference Project Shine
Contact Kenneth Yeo Direct line: +852-2218 8268 [email protected]
Paul Williams Direct line: +852-2218 8290 [email protected]
M&A-BULLETIN JUNE 2013
SALE MANDATES - COMPANY PROPOSALS - SUCCESSION
SALE MANDATES-COMPANY PROPOSALS-SUCCESSION
BUY MANDATES-PARTICIPATIONS-INVESTMENTS
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
page 102 / 213
Nurserey corporation Sale side mandate
Region Israel, Europe and South America
Industrial sector
Agricultural production and agri-technology
Title A world leading corporation specializes in the production and sale of seedlings and young plants
Short description
A global nursery corporation which specializes in the production and sales of vegetables,
herbs, seedlings and young plants, for the professional and hobby markets. offers its cus-
tomers around the world, two know how tracks to choose from:
1. Knowledge Ventures Department - Specializes in establishing nursery projects abroad
2. R&D Department - Focuses on expanding Agri-Great's knowledge.
Category of turnover
EUR 50 to EUR 100mio
# employees (heads)
>500
Category of price
n.a.
Engagement
just financial just management both
Reference Agri-Great
Contact Ron Wolman +972 (0)3 636 8706 (Tel) +972 (0)3 638 2511 (Fax) [email protected]
M&A-BULLETIN JUNE 2013
SALE MANDATES - COMPANY PROPOSALS - SUCCESSION
SALE MANDATES-COMPANY PROPOSALS-SUCCESSION
BUY MANDATES-PARTICIPATIONS-INVESTMENTS
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
page 103 / 213
Oil & Gas Sector Sell side/Sale Mandate
Region Argentina
Industrial
sector
Gas and Oil
Title Cash-flow positive company with two oil fields located in Neuquen/Cuyo Basin and in San
Jorge Basin.
Short
description
Neuquen/Cuyo Basin: The company owns approximately 1/3 of one of the largest
oilfields in Argentina with more than 800 MM OIP and estimated recovery factor be-
tween 5 to 10%. This asset is operated by one of the major Oil & Gas companies in
Argentina. Current oil production is already generating a cash flow
San Jorge Basin: The company owns the exploitation and exploration rights for 3
operating blocks in the area. Receives a royalty from a leading oil & gas local con-
glomerate that currently runs the operation of the field, that generates an addi-
tional revenue to the company.
Category
of turnover
EUR 2 mio-USD 5 mio
# employees
(heads)
n.a.
Category
of price
EUR 15 bis 50 mio
Engagement just financial just management both
Contact Garabato Fernando
Partner Corporate Finance
Tomás Aberastain
Consultant Corporate Finance
M&A-BULLETIN JUNE 2013
SALE MANDATES - COMPANY PROPOSALS - SUCCESSION
SALE MANDATES-COMPANY PROPOSALS-SUCCESSION
BUY MANDATES-PARTICIPATIONS-INVESTMENTS
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
page 104 / 213
Online Retailer Sale side mandate
Region United States
Industrial
sector
E-Commerce Website
Title Online Retailer Seeking Potential Acquirer or Investor
Short
description
A start-up retailer specializing in household appliances and electronic is seeking an outside
acquirer or investor. The website went operational in 2010 and uses a strong domain name.
Category
of turnover
n.a.
# employees
(heads)
n.a.
Category
of price
TBD
Engagement just financial just management both
Reference Project Online
Contact Bernard Cormier
#1200 123 Front Street West
Toronto, Ontario
Tel: +1 416 369 3126
M&A-BULLETIN JUNE 2013
SALE MANDATES - COMPANY PROPOSALS - SUCCESSION
SALE MANDATES-COMPANY PROPOSALS-SUCCESSION
BUY MANDATES-PARTICIPATIONS-INVESTMENTS
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
page 105 / 213
Perfumes, Cosmetics & Other Toilet Preparations Sellside
Region Brazil
Industrial
sector
Perfumes, Cosmetics & Other Toilet Preparations
Title Opportunity to acquire a company in Brazil – Company in Sao Paulo that manufactures and
sells cosmetics.
Short
description
Florença is a Brazilian producer of beauty products, founded in 1993, with quality products
and the competitive market prices. In the 18 years of growth, they has developed their own
brand, which is marketed and distributed through direct sales, with the help of catalogs,
the brand's store, the Internet, by a sales force and in retail. Among the product lines pro-
duced and sold are Anti-Aging, Fragrances, Facial Care, Skin Care, Hands and feet, and Hair
Care.
With the expansion and modernization of the industrial park, the company, as well as work-
ing with its own brand, is dedicated to the outsourcing of product lines. Acting efficiently,
always optimizing the balance between quality, reliability and cost, outsourcing partner-
ships are generating significant benefits for all involved.
For the sustainable development of the business, the company constantly invests in re-
search and development of new technologies for products and manufacturing processes,
allied to the best designs and concepts in business management.
Category
of turnover
USD 2.5 million
# employees
(heads)
N/A
Category
of price
USD 2 to 5 million
Engagement just financial just management both
Reference Project Florença
Contact Mauro Johashi
+55 11 3848.5880
Renata Cianciaruso
+55 11 3848.5880
M&A-BULLETIN JUNE 2013
SALE MANDATES - COMPANY PROPOSALS - SUCCESSION
SALE MANDATES-COMPANY PROPOSALS-SUCCESSION
BUY MANDATES-PARTICIPATIONS-INVESTMENTS
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
page 106 / 213
Pharmaceutical Sell Side
Region Moldova – Global
Industrial sector
Logistics – Pharmaceutical
Title Investment Opportunity in a Leading Logistics service provider of pharmaceuticals and
cosmetics in Moldova
Short description
The company is one of the recognized leaders in the field for pharmaceutical and cosmetics
products distribution in Moldova.
The company is an official and exclusive distributor of local and foreign producers with
European and international reputation.
Its headquarters is located in the capital of Moldova.
The company's standards are in accordance with the requirements of EN ISO 9001:2008.
Category of turnover
$15M
# employees (heads)
Category of price
Engagement just financial just management both
Reference PharmaDistributionMD
Contact Ron Wolman +972 (0)3 636 8706 (Tel) +972 (0)3 638 2511 (Fax) [email protected]
M&A-BULLETIN JUNE 2013
SALE MANDATES - COMPANY PROPOSALS - SUCCESSION
SALE MANDATES-COMPANY PROPOSALS-SUCCESSION
BUY MANDATES-PARTICIPATIONS-INVESTMENTS
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
page 107 / 213
Pharmaceutical Packaging Sellside
Region Global
Industrial sector
Industrial - pharmaceutical packaging
Title INVESTMENT OPPORTUNITY IN GLOBAL PLAYER OPERATING IN THE PHARMACEUTICAL PACK-
AGING INDUSTRY
Short description
The Company is a leading pharmaceutical packaging manufacturer, located in Israel
and Germany, with over 40 years of experience in the plastic packaging market.
The company's customers are the world's leading pharmaceutical companies.
Additional to its strategic core, in pharmaceutical plastic bottles, the Company op-
erates in the Hot-Fill and Food segments as well as cosmetics and manufactures
complimentary products such as closures and others.
The Company has over 50 production lines and produces more than 300 standard
and customized bottles and closures.
With annual investment in R&D, the Company has advanced capabilities to develop
added-value bottles under the strict standards of the FDA, ISO 15378, US Pharmaco-
poeia and more.
The company has significant growth drivers in the pharmaceutical packaging market
including innovative barrier products for extended shelf life, presence in developing
markets, complementary products and more. The Company constantly operates to
expand its overseas activity.
Investment properties: Minor interest up to 30%.
Investor profile prioritization:
1. Strategic investor with added value in the pharmaceutical field.
2. Strategic investor from complimentary markets.
3. Financial investor.
Financial Highlights
Revenues of approximately NIS 100 million.
Operating Profitability of about 7%. # employees (heads)
Over 130 employees.
Category of valuation (M$)
$15-20 Million
Engagement just financial just management both
Reference Project Golpack
Contact Maya Idelson
+972 3 637 4870
M&A-BULLETIN JUNE 2013
SALE MANDATES - COMPANY PROPOSALS - SUCCESSION
SALE MANDATES-COMPANY PROPOSALS-SUCCESSION
BUY MANDATES-PARTICIPATIONS-INVESTMENTS
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
page 108 / 213
Plastic Products Sell Side
Region Israel - Global
Industrial sector
Industrial - Plastic Products
Title Investment Opportunity in a Leading World Supplier of Plastic sheets
Short description
Founded in 1973
The Plastic Sheet Global Group is leading world supplier of plastic sheets in various
fields, and part of leading Agriculture Cooperative society Ltd.
Manufacturing in Israel, Spain, Russia, Bulgaria and Chile, with marketing and dis-
tribution facilities in the US and Canada.
Rapid grown through strategic acquisitions and expanding output capacity and
product lines.
Applications:
Visual Communications – Signage, display & P.O.P. stands.
Hi-Tech – LCD monitors, cell phones, computer screens.
Construction – Light domes, acoustic walls & barriers, glazing.
Automotive – Wind shields for motor bikes, license plates.
Furniture – Room dividers, shower cabinets, refrigerator accessories.
DIY – Greenhouses, terrace roofing.
Industry – Machine guards, doors, protective eye glasses.
Category of turnover
USD 200 Million
# employees (heads)
>700
Category of price
Engagement just financial just management both
Reference Plastic Sheet Global
Contact Maya Idelson +972 (0)3 637 4870 (Tel) +972 (0)3 638 2511 (Fax) [email protected]
M&A-BULLETIN JUNE 2013
SALE MANDATES - COMPANY PROPOSALS - SUCCESSION
SALE MANDATES-COMPANY PROPOSALS-SUCCESSION
BUY MANDATES-PARTICIPATIONS-INVESTMENTS
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
page 109 / 213
Polyethylene Films Producer Sellside
Region Israel – Global
Industrial sector
Industrial - Rubber/Plastic Products
Title Investment Opportunity in a Leading Global Player in the Field of Polyethylene Films for Agricultural Applications
Short description
•Founded in 1969
PlastiCover is Israel’s largest developer and producer of Greenhouses cover films
and mulch films for open field cultivation.
•The company is unique by virtue of its ability to combine expertise in plastic tech-
nology, agronomic know-how, as well as an intimate familiarity with the needs of
growers who are the ultimate end users, worldwide.
85% of the company's sales are global, over 50 countries worldwide.
•Significant market share in several markets around the world.
The compnay has manafacturing sites both in Israel and in Belgium.
•The company produces polyethylene films for a variety of applications:
oAgricultural films for greenhouse covers.
oMulch films for open field or low tunnel cultivation or for perennial or-
chard crops.
oBarrier films for soil fumigation with noxious chemicals.
oThick HDPE films for pond and reservoir liners.
oHeavy duty bags for chemicals fertilizers.
oOther industrial and non-agricultural applications.
PlastiCover complies with the Quality Management Standard ISO 9001 : 2000.
Category of turnover
USD 200 Million
# employees (heads)
>300
Category of price
n.a.
Engagement just financial just management both
Reference PlastiCover
Contact Ron Wolman +972 (0)3 636 8706 (Tel) +972 (0)3 638 2511 (Fax) [email protected]
M&A-BULLETIN JUNE 2013
SALE MANDATES - COMPANY PROPOSALS - SUCCESSION
SALE MANDATES-COMPANY PROPOSALS-SUCCESSION
BUY MANDATES-PARTICIPATIONS-INVESTMENTS
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
page 110 / 213
Power Electronic Industry Sell Side
Region Israel - Global
Industrial sector
Industrial – Power Electronics industry
Title Investment opportunity in a leading innovative company operating in the power electronics Industry
Short description
Power-UP Has been leading the innovation power electronics industry for more than
4 decades, providing its top rate power protection solutions successfully in more
than 80 countries around the world.
Founded in 1970, has been a public company and traded on the Tel Aviv Stock Ex-
change since 1994.
The company‘s revenues have been stable for the last 5 years, at proximately
US$35 million.
Main offices & industrial floor are located in Israel and. Sales and Rep international
offices are located in UK, China and Brazil.
The wide range of solutions is applied in: data centers, health care institutes, IT in-
frastructures, defense industries, telecom companies and various others.
All products are manufactured in accordance with ISO900 standards.
Category of turnover
Above $30 Million
#employees (heads)
Category of price
Engagement just financial just management both
Reference Project Power-Up
Contact Ron Wolman +972 (0)3 636 8706 (Tel) +972 (0)3 638 2511 (Fax) [email protected]
2013 P2012201120102009200820072006$M34.6729.4132.2235.3436.1134.1736.4631.27Revenues4.852.532.863.595.904.983.683.41EBITDA
M&A-BULLETIN JUNE 2013
SALE MANDATES - COMPANY PROPOSALS - SUCCESSION
SALE MANDATES-COMPANY PROPOSALS-SUCCESSION
BUY MANDATES-PARTICIPATIONS-INVESTMENTS
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
page 111 / 213
PRC Real Estate Developer Sell side mandate
Region China
Industrial sector
Real estate
Title A leading real estate developer within the Pearl River Delta (Southern China)
Short description
A large and well established high-end property development group (“Group”) is seeking investors to accelerate the development of prime residential and commercial property development opportuni-ties. The Group is a first tier developer, with an internationally experienced management team, that has been in operation since 1990, and has completed over 2.4 million square meters of development to date. With a focus on high-end development for both residential and commercial properties, the Group has completed a number of landmark developments, including shopping centres, office build-ings and sports complexes and has grown to become a highly recognized player within the Pearl River Delta region. With a land bank of over 5.0 million square meters and good access to future land bank opportunities, the Group now has a pipeline of between 15-20 projects to be completed within the next 2-3 years and will seek financing from external investors on a project-by-project basis, as new projects are rolled out. The current project is a mixed residential/commercial use development, including
Development area of 1.2 million m2, 80%:20% residential/commercial use, to include residential,
office, shopping centres, education and recreation areas.
Located in a leading second tier city in Southern China, total land area size 2million m2
Construction to start in H2-2013.
External funding from external investors being sough is USD240m, with a preferred minimm invest-ment of USD80m per investor. The Group has a strong track record of working with international partners on the development of real estate projects, including a shopping centre REIT listed in a Singapore. The opportunity could be of interest to both strategic and real estate fund investors, to gain access to a niche and well established property developer, that will be seeking external investors as each of its future projects are rolled-out.
Category of turnover
USD200m
# employees (heads)
n.a.
Category of price
US$80-100m and above
Engagement just financial just management both
Reference Project Royal
Contact Kenneth Yeo Direct line: +852-2218 8268 [email protected]
Paul Williams Direct line: +852-2218 8290 [email protected]
M&A-BULLETIN JUNE 2013
SALE MANDATES - COMPANY PROPOSALS - SUCCESSION
SALE MANDATES-COMPANY PROPOSALS-SUCCESSION
BUY MANDATES-PARTICIPATIONS-INVESTMENTS
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
page 112 / 213
Real Estate Receivership Mandate
Region Canada
Industrial sector
Real Estate
Title Condominium Development Properties
Short Description
Located in the Georgian Bay Region – a four-season playground, close to the Blue Mountain
ski resort, Wasaga Beach, and a short drive to Toronto.
Investment attributes include:
Two – three storey luxury condominium buildings with 8 spacious suites per floor
Recreation clubhouse with outdoor swimming pool and tennis court
Attractive as a rental/sales property for vacationers and retirees
Category of turnover
N.A.
# employees (heads)
N.A.
Category of price
N.A.
Engagement just financial just management both
Reference Project Far Hills
Contact Ken Pearl #1200 123 Front Street West Toronto, Ontario [email protected] Tel: +1 416 369-3063
M&A-BULLETIN JUNE 2013
SALE MANDATES - COMPANY PROPOSALS - SUCCESSION
SALE MANDATES-COMPANY PROPOSALS-SUCCESSION
BUY MANDATES-PARTICIPATIONS-INVESTMENTS
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
page 113 / 213
Real Estate Receivership Mandate
Region Canada
Industrial sector
Real Estate
Title Project Vacation
Short Description
Ontario-based resort featuring its own executive pitch and putt golf course, a wellness spa
and various waterfront activities geared for individuals of all ages.
The resort has been voted one of the best summer resorts in Canada for the past 7 years
and is perfect for family getaways with award winning children's programs, on-site enter-
tainment, great dining and many different styles of accommodation to suit all family sizes
and budgets.
Category of turnover
N.A
# employees (heads)
N.A.
Category of price
N.A.
Engagement just financial just management both
Reference Project Vacation
Contact Christopher Porter 1200-123 Front Street West Toronto, Ontario, M5J 2M2 [email protected] Tel: +1 416 369 3062 Josie Parisi 1200-123 Front Street West Toronto, Ontario, M5J 2M2 [email protected] Tel: +1 416 369 6031
M&A-BULLETIN JUNE 2013
SALE MANDATES - COMPANY PROPOSALS - SUCCESSION
SALE MANDATES-COMPANY PROPOSALS-SUCCESSION
BUY MANDATES-PARTICIPATIONS-INVESTMENTS
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
page 114 / 213
Real Estate, Hospitality and Leisure Sale side mandate
Region Mauritius
Sector Real Estate, Hospitality and Leisure
Title Leading hotel player within the Indian Ocean, with high-quality assets
Short description
Seeking investors to acquire/lease two 4-star luxury beach hotels of the Apavou Group: Indian Resort & Spa and La Plantation Resort & Spa. La Plantation Resort & Spa is strategically positioned between financial, tourist and busi-ness hubs and the site can boast of the following attributes:
ocated in the heart of a park of eight hectares where tropical flowers bloom along with bougainvillas, palm and coconut trees
Presence of a turquoise lagoon and charming river
271 modern and enticing rooms
Wide spectrum of amenities which caters for the recreational and relaxation activi-ties of its clients.
Indian Resort & Spa Complex is situated on a vast 11-hectare property and comprises of:
Indian Resort & Spa (Luxury & well being wing) –157 rooms overlooking the lagoon, 4 conference rooms
Mornea (Family wing) – 144 rooms overlooking the lagoon, 3 massage rooms
Moreva (Sport & leisure wing) – 108 rooms overlooking the sea, 84 rooms overlook-ing the tropical garden, 1 fitness center overlooking the sea
LA PLANTATION RESORT & SPA INDIAN RESORT & SPA COMPLEX
Engagement Just financial engagement
Just Management
both
Referenz Sale/Lease of La Plantation Resort & Spa and Indian Resort & Spa
Contact Afsar Ebrahim +230 202 9762 [email protected]
M&A-BULLETIN JUNE 2013
SALE MANDATES - COMPANY PROPOSALS - SUCCESSION
SALE MANDATES-COMPANY PROPOSALS-SUCCESSION
BUY MANDATES-PARTICIPATIONS-INVESTMENTS
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
page 115 / 213
Real-time end-to-end billing software company Sellside
Region India and China
Industrial sector
Software
Title Investment Opportunity in a Leading Provider of Real-time End-to-end Billing
Solutions Software company
Short description
Founded in 1995, traded on the NASDAQ
A global company with offices in the United States, UK, Romania and headquarters
in Israel.
The company is a leading provider of convergent real-time end-to-end billing and
customer care product based solutions as well as call accounting solutions for or-
ganizations and large multinational corporates. RealTimeBill delivers its applica-
tions in any business model (license, managed service or complete outsourced bill-
ing service) for Mobile, Wireline, VoIP and Quad-play carriers worldwide.
The company specializes in Tier 2 & 3 carriers.
RealTimeBill has a very strong and growing client base, Industry leading partners
and Diversified portfolio and revenue stream.
Category of turnover
USD ~20 Million
# employees (heads)
>280
Category of price
n.a.
Engagement just financial just management both
Reference RealTimeBill
Contact Ron Wolman +972 (0)3 636 8706 (Tel) +972 (0)3 638 2511 (Fax) [email protected]
M&A-BULLETIN JUNE 2013
SALE MANDATES - COMPANY PROPOSALS - SUCCESSION
SALE MANDATES-COMPANY PROPOSALS-SUCCESSION
BUY MANDATES-PARTICIPATIONS-INVESTMENTS
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
page 116 / 213
Retail Specialist Health Food Sell Side
Region Global
Industrial sector
Retail chain- speciality in health foods & supplements
Title Sell Side Mandate
Short description
Opportunity to acquire Ireland’s leading independent health store chain.
Over its 25 years, the Business has grown to become the leading independent health store
chain in Ireland, with an unrivalled reputation for customer service, product knowledge and
range. The Business is currently thriving with considerable opportunity for future growth
both organically and through new store openings.
Category of turnover
EUR 1 to 1.5 M
# employees (heads)
51 to 100
Category of price
EUR 2 bis 5 M
Engagement just financial just management both
Reference Project Swan
Contact Louis O‘Neill Tel: +353 1 4700512 [email protected]
M&A-BULLETIN JUNE 2013
SALE MANDATES - COMPANY PROPOSALS - SUCCESSION
SALE MANDATES-COMPANY PROPOSALS-SUCCESSION
BUY MANDATES-PARTICIPATIONS-INVESTMENTS
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
page 117 / 213
Semiconductor Industry – Test equip. producer Sellside
Region Global
Industrial sector
Semiconductor
Title Investment Opportunity in a Leading Global Developer, Manufacturer and Marketer of Turn-key Reliability Test Equipment for the Semiconductor Industry
Short description
Founded in 1991.
SemiConTest is the leading supplier of' reliability test equipment and services offer-
ing comprehensive turn-key solutions, which cater to the current and future needs
of Quality, Reliability, and Technology Development groups within the semiconduc-
tor industry.
The company's turn-key test and analysis solutions provide forecasting of failure
rates and performance degradation in Integrated Circuit (IC) devices.
The systems manufactured and marketed by SemiConTest allow simultaneous test-
ing of devices and provides powerful data analysis tools.
The most of the company's activity is located in the USA.
The company has global presence with subsidiaries in USA, Germany, Japan and
several distributors in the Far East.
SemiConTest complies with the Quality Management Standard ISO 9001 : 2008.
Category of turnover
USD 15 Million
# employees (heads)
n.a.
Category of price
n.a.
Engagement just financial just management both
Reference SemiConTest
Contact Ron Wolman +972 (0)3 636 8706 (Tel) +972 (0)3 638 2511 (Fax) [email protected]
M&A-BULLETIN JUNE 2013
SALE MANDATES - COMPANY PROPOSALS - SUCCESSION
SALE MANDATES-COMPANY PROPOSALS-SUCCESSION
BUY MANDATES-PARTICIPATIONS-INVESTMENTS
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
page 118 / 213
Ski Resorts Sellside
Region United States
Industrial sector
Ski Resort & Hotel
Title Project Olympus
Short description
The target is Central New York’s largest ski resort with over 50 years of operation. It is
renowned as a family resort and an excellent place to learn to ski or snowboard. It is a four
season family resort and destination. The facilities include a resort, an indoor waterpark,
an adventure center and a conference center.
Category of turnover
USD $10-$40 million
# employees (heads)
> 1’000
Category of price
n.a.
Engagement just financial just management both
Reference Project Olympus
Contact Jeffrey R. Manning, Managing Director 011 (212) 885-7396 [email protected]
M&A-BULLETIN JUNE 2013
SALE MANDATES - COMPANY PROPOSALS - SUCCESSION
SALE MANDATES-COMPANY PROPOSALS-SUCCESSION
BUY MANDATES-PARTICIPATIONS-INVESTMENTS
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
page 119 / 213
Software developer Sell-side Mandate
Region North America
Industrial
sector
Software
Title Software developer for inventory management in food retail sales.
Short
description
The company develops software for the supermarket industry in North America, Europe and
Australasia. It provides off-the-shelf software as well as customized consulting services.
Category
of turnover
CA$ 5.0 – 10.0 Mio.
# employees
(heads)
21 - 50
Category
of price
N.A.
Engagement just financial just management both
Reference Project Fresh
Contact Christopher Porter
#1200 123 Front Street West
Toronto, Ontario
Tel: +1 416 369-3062
Bruno Suppa
36 Toronto Street, Suite 600
Toronto ON M5C 2C5
Tel: +1416 369 3103
M&A-BULLETIN JUNE 2013
SALE MANDATES - COMPANY PROPOSALS - SUCCESSION
SALE MANDATES-COMPANY PROPOSALS-SUCCESSION
BUY MANDATES-PARTICIPATIONS-INVESTMENTS
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
page 120 / 213
Solar Power Supply Contracts Receivership Mandate
Region Canada
Industrial sector
Solar Power Generation
Title 126 MicroFIT solar panel installations with long-term fixed price supply contracts
Short Description
Portfolio of 126 photovoltaic solar power generating installations in Southern Ontar-io.
Total capacity approcimately 710 kW (DC) o Average capacity per installation 5.6 kW (DC)
Facilities comply with requirements of Ontario MicroFIT programme.
20 year contracts (approx 18-19 years remaining) to supply power at approximately 80.2 cents per kilowatt.
o Rate fixed by law and backed by Province of Ontario “AA“ sovereign rating
Installations are rooftops leased from homeowners.
Installations can acquired in their entirety or by geographic grouping.
Category of turnover
N.A.
# employees (heads)
N.A.
Category of price
N.A.
Engagement just financial just management both
Reference Ra Solar
Contact Christopher Porter 1200-123 Front Street West Toronto, Ontario, M5J 2M2 [email protected] Tel: +1 416 369-3062 Nicole Sagolili 1 City Centre Drive, Suite 1040 Mississauga ON L5B 1M2 [email protected] Tel: +1 905 615-8787 Ext. 2008
M&A-BULLETIN JUNE 2013
SALE MANDATES - COMPANY PROPOSALS - SUCCESSION
SALE MANDATES-COMPANY PROPOSALS-SUCCESSION
BUY MANDATES-PARTICIPATIONS-INVESTMENTS
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
page 121 / 213
Tahini manufacturer Sellside
Region Global
Industrial sector
Healthy Food
Title Investment opportunity in one the largest Tahini manufacturers worldwide
Short description
Established in 1988.
The company focuses on the production of Premium qualitay Tahini paste and de-
rivative products (such as Halva).
Due to the trend of healthy food consumtion (Tahini is known for its high concentra-
tion of Calcium, Iron and additional nutrients as part of a balanced and healthy di-
et), the company is experincing growth in demand and recognition worldwide.
The Company supplies prodcucts for:
Retail - Under its leading brand name
Private Label - for supermarket chains
Food services - for Deli’s, Restaurants, Hotels, Catering services, Institutional
kitchens etc.
About 50% of the company's produce is exported to markets in several developed
countries.
The compnay manufactures in full accordance with GMP, HACCP & BRC Standards.
ISO 9001:2008 and Global Standard for Food Safety certified.
The company is seeking a global strategic investor from the global food industry
Category of turnover
USD 30 Million
# employees (heads)
>50
Category of price
n.a.
Engagement just financial just management both
Reference TahiniME
Contact Maya Idelson +972 (0)3 637 4870 (Tel) +972 (0)3 638 2511 (Fax) [email protected]
M&A-BULLETIN JUNE 2013
SALE MANDATES - COMPANY PROPOSALS - SUCCESSION
SALE MANDATES-COMPANY PROPOSALS-SUCCESSION
BUY MANDATES-PARTICIPATIONS-INVESTMENTS
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
page 122 / 213
Telecommunication Industry Sell Side
Region Israel - Global
Industrial sector
Telecommunication
Title Investment Opportunity in a Leading Global Player in the Telecommunication Industry
Short description
The company's global presence is well established, with over 200 business partners and
affiliates around the world. More than 120,000 businesses and organizations in various
vertical markets benefit from TelecomGlobal's quality solutions and services today.
TelecomGlobal is an award-winning products and best-in-class solutions cover the full
spectrum of communication requirements, from comprehensive communication plat-
forms and contact centers to applications, terminals and management tools.
The company has invested considerable resources in R&D of its new product; a state-of-
the-art, end-to-end SIP based Unified Communications & Collaboration (UC&C) platform
with unique capabilities.
The company is seeking an investment partner which will assist in developing global
marketing and sales, as well as to further support development of new technology
Category of turnover
~ $25 Million
# employees (heads)
>200
Category of price
Engagement just financial just management both
Reference TelecomGlobal
Contact Ron Wolman +972 (0)3 636 8706 (Tel) +972 (0)3 638 2511 (Fax) [email protected]
M&A-BULLETIN JUNE 2013
SALE MANDATES - COMPANY PROPOSALS - SUCCESSION
SALE MANDATES-COMPANY PROPOSALS-SUCCESSION
BUY MANDATES-PARTICIPATIONS-INVESTMENTS
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
page 123 / 213
Traditional Creative Agency Sell side
Region Australia
Industrial sector
Traditional Creative Agency
Title This document illustrates the opportunity for potential investors to assess the acquisition of 100% (one hundred per cent) of an Australian based company which provides creative mar-keting and advertising services to a range of clients.
Short description
Well established Western Australian creative agency that is recognised as one of the leading
agencies in the WA market. The agency has a highly experienced team with excellent client
relationships. The agency’s ability to provide a full range of services through its in house
capabilities provides it with a unique offering for clients. Services offered include:
Editing – audio-visual, PowerPoint, podcast presentations
Photography – in-house senior art director / photographer
Press – design and produce, magazine and newspaper
Printing – design and produce, printed material and distribution
Radio – audio recording in-house
Signage – design and production management
Television and cinema production
Web design and production management
The agency has clients in multiple industries including:
Building and construction
Education
Government and public sector
Agriculture
Retail
Sport and recreation Category of turnover
$2 million to $3 million (AUD)
# employees (heads)
14
Category of price
N/A
Reference Project Campaign
Contact Simon Cook +61 8 6382 4758 [email protected] Caitriona Callaghan +61 8 6382 4753 [email protected]
M&A-BULLETIN JUNE 2013
SALE MANDATES - COMPANY PROPOSALS - SUCCESSION
SALE MANDATES-COMPANY PROPOSALS-SUCCESSION
BUY MANDATES-PARTICIPATIONS-INVESTMENTS
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
page 124 / 213
UV-Systems Sell Side
Region Israel - Global
Industrial sector
Technology
Title Investment Opportunity in a Leading firm in designing and developing of Solar Blind UV Systems
Short description
UV-View develops, designs, manufactures and markets a range of imaging using proprietary
UV technology that enables detection of faint UV signals in full daylight for the industries:
Power distribution
Civil
Homeland security
law enforcement
The company manufactures and develops custom-built inspection systems that incorporate
UV-View’s unique SBUV filters and optic components, according to customers’ specifications
and special needs.
The company's systems are indispensable tools at various sections of the electrical utility
industry as they provide the electricity linesmen, elaborated standalone predictive and
preventative non-intrusive maintenance tools. The company's technology is indispensable
also for the defense-orientated organizations that demand unique sensitive UV detection
capabilities.
For a consecutive year, the second time in a row, UV-View was found eligible for the
Deloitte Technology Fast 50 Program due to:
1.Being a technology company that owns proprietary intellectual technology that contrib-
utes to a significant portion of its own operating revenues
2.Devoting a significant proportion of revenues to R&D of technology
3.Exhibiting revenue growth of at least 16.8% in 2010 in comparison to 2006
4.Headquartered in Israel
Category of turnover
Roughly $10M
# employees (heads)
30
Category of price
Engagement just financial just management both
Reference UV-View
Contact Ron Wolman +972 (0)3 636 8706 (Tel) +972 (0)3 638 2511 (Fax) [email protected]
M&A-BULLETIN JUNE 2013
SALE MANDATES - COMPANY PROPOSALS - SUCCESSION
SALE MANDATES-COMPANY PROPOSALS-SUCCESSION
BUY MANDATES-PARTICIPATIONS-INVESTMENTS
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
page 125 / 213
Waste Management Sale side mandate
Region
South America - Argentina
Industrial sector
Waste Management
Title Company dedicated to biogas’ landfill treatment with the objective of reducing Greenhouse Gas Emissions (GHG) within the frame of the United Nations Kyoto Protocol.
Short description
The firm is part of a European group, which has a vast experience in the waste management
business in relation to landfill exploitation and also in renewable power generation.
The objective of the project is the extraction and combustion of landfill-generated biogas,
which has a negative impact on the environment. The company produces CER - Certificates
of Emissions Reductions – in exchange of GHG reductions and sells these certificates to third
parties. Each one of these CER represents a reduction of one ton of greenhouse gas emis-
sions. The company’s customers are in general foreign firms, mainly located in Europe.
Category of turnover
Last year: EUR 500.000 to 1 mio. 2010 (estimated) EUR 2 to 5 mio.
# employees (heads)
11 to 20
Category of price
EUR 2 to 5 mio.
Engagement
just financial just management both
Reference
Biogas landfill treatment – CER production.
Contact Fernando Garabato +54 -11-41067000 ext 627 [email protected]
M&A-BULLETIN JUNE 2013
SALE MANDATES - COMPANY PROPOSALS - SUCCESSION
SALE MANDATES-COMPANY PROPOSALS-SUCCESSION
BUY MANDATES-PARTICIPATIONS-INVESTMENTS
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
page 126 / 213
Water Filtration Sell Side
Region Israel - Global
Industrial sector
Industrial – Water Filtration
Title Investment Opportunity in a Leading Global player in the field of water filtration solutions
Short description
Founded in 1962, traded on the London Stock Exchange.
WaterFilter together with its subsidiaries engages in the production and supply of
water filters and filtration systems for the industrial, municipal, and irrigation mar-
kets worldwide.
The company offers a full line of filtration solutions - plastic, steel, disk or thread;
manual to fully automatic.
The company's filters are in use in 70 countries around the world, in applications
that include:
o Agricultural and landscape irrigation
o Aquaculture
o Industrial water processing
o Industrial wastewater treatment
o Municipal water treatment (drinking and waste treatment)
o Pre-filtration to protect costly media and reverse-osmosis systems
$M 2009 2010 2011 Revenues $69M $89M $117M
EBITDA $9.5M $7.5M $12M
Category of turnover
Above $120 Million (in 2012)
# employees (heads)
Category of price
Engagement just financial just management both
Reference WaterFilter
Contact Ron Wolman +972 (0)3 636 8706 (Tel) +972 (0)3 638 2511 (Fax) [email protected]
M&A-BULLETIN JUNE 2013
BUY MANDATES - PARTICIPATIONS - INVESTMENTS
page 127 / 213
BUY MANDATES - PARTICIPATIONS - INVESTMENTS
The following list offers an excerpt of buy-side mandates and investors who are supported by BDO's corporate finance department in searching specific acquisition opportunities. Besides the projects mentioned below, BDO has additional buy-side mandates in its proprietary BDO M&A-Database.
BUY MANDATES
M&A-BULLETIN JUNE 2013
BUY MANDATES - PARTICIPATIONS - INVESTMENTS
SALE MANDATES-COMPANY PROPOSALS-SUCCESSION
BUY MANDATES-PARTICIPATIONS-INVESTMENTS
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
page 128 / 213
Switzerland, Germany, Austria, Liechtenstein
Baubranche / General- / Totalunternehmung Firmenübernahme
Region Zentralschweiz und Mittelland
Branche Baubranche (General- und Totalunternehmung)
Titel Firmenübernahme infolge Nachfolgeregelung/Umstrukturierung
Kurz- beschreibung
Erfolgreiche General- und Totalunternehmung mit guter Auslastung im Raum Innerschweiz
sucht infolge strategischer Ausrichtung eine kleinere bis mittelgrosse Partnerunternehmung
zur kurz- oder mittelfristigen Firmenübernahme.
Umsatz- kategorie
Offen
# Mitarbeiter (Köpfe)
5 - 15
Preis- kategorie
Tbd.
Erwartetes Engagement
nur finanzielles Engagement
nur Management-kapazität
beides
Referenz General- und Totalunternehmung
Kontakt Marek Franke +41 41 368 12 55 [email protected]
M&A-BULLETIN JUNE 2013
BUY MANDATES - PARTICIPATIONS - INVESTMENTS
SALE MANDATES-COMPANY PROPOSALS-SUCCESSION
BUY MANDATES-PARTICIPATIONS-INVESTMENTS
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
page 129 / 213
Fachdetailhandel mit pharmazeutischen Produkten Kaufgesuch - Beteiligung - Investment
Region Schweiz - Wirtschaftsraum Zürich
Branche Fachdetailhandel mit pharmazeutischen Produkten
Titel Privatperson sucht Apotheke
Kurz- beschreibung
Das Projekt PILLE steht für eine eigentümergeführte rentable Unternehmung auf der Suche
nach zusätzlichen Apotheken zur Ergänzung des bisherigen Portfolios.
Umsatz- kategorie
CHF 2 - 5 Mio.
# Mitarbeiter (Köpfe)
8 bis 15
Referenz Projekt PILLE
Kontakt Christoph Müller +41 44 444 37 44 [email protected]
M&A-BULLETIN JUNE 2013
BUY MANDATES - PARTICIPATIONS - INVESTMENTS
SALE MANDATES-COMPANY PROPOSALS-SUCCESSION
BUY MANDATES-PARTICIPATIONS-INVESTMENTS
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
page 130 / 213
Firmenübernahme infolge Nachfolgeregelung Kaufgesuch - Beteiligung - Investment
Region Mittelland und Zentralschweiz
Branche Negativselektion: Nicht von Interesse sind Unternehmen der IT-, Elektronik-, Baugewerbe- oder Automobilbranche
Kurz- beschreibung
Bestens qualifiziertes Mitglied der Geschäftsleitung sucht erfolgreichen und etablierten
KMU-Betrieb mit guter Auslastung und weiterem Wachstums-Potential. Mittels MBI will diese
Unternehmerpersönlichkeit diesen Schritt in die Realität umsetzen. Im Sinne einer Nachfol-
gelösung wird eine kurz- oder mittelfristige Firmenübernahme angestrebt. Aufgrund des
betriebswirtschaftlichen Ausbildungshintergrundes ist die Person bezüglich der Branche
offen.
Umsatz-kategorie
CHF 5.0 bis 10.0 Mio.
# Mitarbeiter (Köpfe)
21 bis 50
Preis- kategorie
CHF 2.0 bis CHF 5.0 Mio.
Referenz Open Mind
Kontakt Stephan Bolliger +41 (0)62 834 91 19 [email protected]
M&A-BULLETIN JUNE 2013
BUY MANDATES - PARTICIPATIONS - INVESTMENTS
SALE MANDATES-COMPANY PROPOSALS-SUCCESSION
BUY MANDATES-PARTICIPATIONS-INVESTMENTS
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
page 131 / 213
Handel – Dienstleistung - Produktion Kaufgesuch - Beteiligung - Investment
Region Schweiz – Deutschschweiz
Branche Recycling und Entsorgungstechnik, Heizung, Lüftung, Klima (HLK), Kanalunterhalt bzw. –reinigung, Geothermie und Solar
Titel Interessante Beteiligung gesucht (Mehrheitsbeteiligung oder Minderheitsbeteiligung mit Option auf Mehrheit)
Kurz- beschreibung
Eine etablierte und ertragsstarke Familienunternehmung in der Zentralschweiz sucht weite-
res, zukunftsorientiertes Standbein in folgenden Bereichen: Handel, Dienstleistung
und/oder Produktion.
Folgende Branchen werden bevorzugt: Recycling und Entsorgungstechnik, Haustechnik (Hei-
zung, Lüftung, Klima), Kanalunterhalt und Kanalreinigung sowie Energie (Geothermie und
Solar).
Gesucht wird primär eine Beteiligung an einer am Markt gut positionierten und erfolgrei-
chen Unternehmung.
Es wird kein reines Finanzinvestment gesucht. Das Nutzen von Synergien zur bisherigen Ge-
schäftstätigkeit wäre optimal, ist jedoch keine zwingende Voraussetzung. Eine Einflussnah-
me auf Stufe Verwaltungsrat wird angestrebt. Optional kann Unterstützung im operativen
Bereich geboten werden.
Die Gesellschaft sollte ihren Sitz in der Deutschschweiz haben; die Marktbearbeitung darf
regional, national und/oder international sein.
Umsatz- kategorie
Offen
# Mitarbeiter (Köpfe)
Offen
Preis- kategorie
Eine Finanzierung bis CHF 10.0 Mio. ist gesichert.
Erwartetes Engagement
nur finanzielles Engagement
nur Management-kapazität
beides
Referenz Projekt SAPHIR
Kontakt Peter Baumgartner +41 41 368 12 50 [email protected]
M&A-BULLETIN JUNE 2013
BUY MANDATES - PARTICIPATIONS - INVESTMENTS
SALE MANDATES-COMPANY PROPOSALS-SUCCESSION
BUY MANDATES-PARTICIPATIONS-INVESTMENTS
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
page 132 / 213
Handel- oder Produktionsunternehmen Kaufgesuch – Beteiligung – Investment
Region Nordwestschweiz
Titel Langfristiges Engagement: Etabliertes Unternehmen zur Übernahme (Mehrheitsbeteiligung oder Minderheitsbeteiligung mit Option auf Mehrheit)
Kurz- beschreibung
Zwei Brüder (Finanzchef und Verkaufsleiter) unter 40 Jahre mit Erfahrung in Verkauf, Mar-
keting, Finanzen und Industrie suchen eine etabliertes Handels- oder Produktionsunterneh-
men mit Ziel eines langfristigen Engagements. Folgende Branchen kommen in Frage: Han-
del, Industrie, Produzierendes Gewerbe, Metallbau, Metallbearbeitung, Elektronik, Auto-
mobil, Maschinenbau, Anlagenbau, Pharma, Medizin, Chemie, Baunebenbranche, Grüne
Branche, Textil, Rohstoffe, Optik, Measurement & Control
Umsatz- kategorie
CHF 5 bis 40 Mio.
# Mitarbeiter (Köpfe)
21 -50
Preis- kategorie
5 bis 7 Mio. CHF Eigenkapital vorhanden
Engagement nur finanzielles Engagement
nur Management-kapazität
beides
Referenz Management-Buy-In bzw. Nachfolgeregelung
Kontakt Stephan Bolliger +41 62 834 91 19 [email protected]
M&A-BULLETIN JUNE 2013
BUY MANDATES - PARTICIPATIONS - INVESTMENTS
SALE MANDATES-COMPANY PROPOSALS-SUCCESSION
BUY MANDATES-PARTICIPATIONS-INVESTMENTS
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
page 133 / 213
Herstellungsbetrieb (Konsumgüter inkl. Nahrungsmittel)
Kaufgesuch / Beteiligung / Investment Region Ganze Schweiz inkl. umliegendes Ausland (100 Kilometer)
EU
Branche Im Fokus dieser Suche liegt eine Herstellungsbetrieb, verarbeitendes Gewerbe oder Indust-
rie.
Von grossem Interesse ist ein Engagement in folgenden Subsektoren:
Nahrungsmittelindustrie und verwandte Produkte (z.B. Fleischwaren, Milchprodukte,
Backwaren, Getränke, etc.)
Konsumgüter des täglichen Bedarfs (z.B. Kosmetik, Shampoos, Seifen, Waschmittel,
etc.)
Herstellung von Papier und verwandten Produkten
Negativ-Selektion:
Nicht von Interesse sind Unternehmen im Gesundheitswesen, Pharma, Chemie, Telekom, IT,
Elektronik, Baugewerbe und Druckgewerbe
Titel Manager aus multinationalem Konsumgüterkonzern sucht das Unternehmertum
Kurz- beschreibung
Nach 12-jähriger Tätigkeit für einen multinationalen Konsumgüterkonzern in den ver-
schiedensten leitenden Positionen im In- wie auch im Ausland, möchte dieser international
erfahrene Manager seine Kompetenzen und Finanzmittel einsetzen, um als Unternehmer die
eigene Zukunft zu gestalten. Entsprechend sucht unser Kunde eine (Mehrheits-) Beteiligung,
ein Management Buy In (MBI) oder einen Spin-off. Eine aktive Mitarbeit im Verwaltungsrat
wird erwünscht.
Umsatz- kategorie
CHF 5 bis 30 Mio.
# Mitarbeiter (Köpfe)
30 bis 100
Preis- kategorie
CHF 5 bis 30 Mio.
Erwartetes Engagement
nur finanzielles Engagement
nur Management-kapazität
beides
Referenz Projekt SIMPLON
Kontakt Marek Franke +41 41 368 12 55 [email protected]
M&A-BULLETIN JUNE 2013
BUY MANDATES - PARTICIPATIONS - INVESTMENTS
SALE MANDATES-COMPANY PROPOSALS-SUCCESSION
BUY MANDATES-PARTICIPATIONS-INVESTMENTS
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
page 134 / 213
Herstellungsbetrieb (Konsumgüter inkl. Nahrungsmittel)
Kaufgesuch / Beteiligung / Investment Region Ganze Schweiz inkl. umliegendes Ausland
EU
Branche Im Fokus dieser Suche liegt eine produzierende Unternehmung.
Ein Engagement in folgenden Subsektoren ist interessant:
Nahrungsmittelindustrie inkl. Zulieferer
Konsumgüter des täglichen Bedarfs und Ähnliches (z.B. OTC Produkte, Kosmetik,
Shampoos, etc.)
Herstellung von Verpackungen und verwandten Produkten
Negativ-Selektion:
Nicht von Interesse sind Unternehmen in der Telekom-, IT-, Elektronik-, Baugewerbe-, oder
Druckgewerbebranche.
Titel Manager sucht das Unternehmertum
Kurz- beschreibung
Nach langjähriger Führung unterschiedlicher Bereiche, unter anderem 8 Jahre als CEO (KMU
Schweiz), möchte dieser technisch und kommerziell erfahrene Manager seine Kompetenzen
einsetzen, um als Unternehmer die eigene Zukunft zu gestalten.
Entsprechend sucht unser Kunde eine Beteiligung, ein Management-Buy-In (MBI) oder ein
Spin-off. Eine aktive Mitarbeit im Verwaltungsrat wird erwünscht.
Umsatz- kategorie
Ab CHF 30 mio.
# Mitarbeiter (Köpfe)
Ab ca. 40
Preis- kategorie
Offen
Erwartetes Engagement
nur finanzielles Engagement
nur Management-kapazität
beides
Referenz Projekt Challenge
Kontakt Peter Baumgartner +41 41 368 12 50 [email protected]
M&A-BULLETIN JUNE 2013
BUY MANDATES - PARTICIPATIONS - INVESTMENTS
SALE MANDATES-COMPANY PROPOSALS-SUCCESSION
BUY MANDATES-PARTICIPATIONS-INVESTMENTS
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
page 135 / 213
Immobilien / real estate Firmengesuch - Investitionsprojekte
Region Schweiz – deutschsprachige Schweiz
Titel Professioneller Immobilien-Investor
Kurz- beschreibung
Immobilien-Investor mit langfristigen Zielsetzungen sucht neue oder noch zu erstellende
Mehrfamilien-Objekte zur Vermietung und Bewirtschaftung. Die Projekte zeichnen sich über
einen angemessenen, gehobenen Standard aus und erzielen eine nachhaltige Rendite. Die
Objekte liegen in Ballungsräumen oder in zukunftsversprechenden, aufstrebenden Gemein-
den der deutschsprachigen Schweiz.
Umsatz- kategorie
Brutto-Renditeerwartung > 6,0%
# Mitarbeiter (Köpfe)
Preis- kategorie
Investitionsvolumen bis CHF 30 Mio.
Referenz IMMO
Kontakt Toni Bussmann +41 41 925 55 68 [email protected]
M&A-BULLETIN JUNE 2013
BUY MANDATES - PARTICIPATIONS - INVESTMENTS
SALE MANDATES-COMPANY PROPOSALS-SUCCESSION
BUY MANDATES-PARTICIPATIONS-INVESTMENTS
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
page 136 / 213
Immobilienportefeuille - Verwaltung Kaufgesuch
Region Schweiz – Zentralschweiz
Branche Immobilienportefeuille
Titel Zentralschweizer Immobilientreuhänder
Kurz- beschreibung
Eine zentralschweizer Immobilientreuhandgesellschaft ist im Wachstum begriffen.
Im Rahmen dieses Wachstums ist der Immobilientreuhänder an der Übernahme von beste-
henden Immobilienportefeuilles zwecks Verwaltung interessiert.
Das Tätigkeitsgebiet im Zusammenhang mit dem Immobilienportefeuille kann folgendesum-
fasst folgendes:
Bewirtschaftung (bestehende Verwaltungsmandate)
Erstvermietung (bei Neubauten, nach Totalsanierungen)
Umsatz- kategorie
> CHF 50'000
# Mitarbeiter (Köpfe)
n.a.
Preis- kategorie
n.a.
Erwartetes Engagement
nur finanzielles Engagement
nur Management-kapazität
beides
Referenz Projekt Casa Maria
Kontakt Marek Franke +41 41 368 12 55 [email protected]
M&A-BULLETIN JUNE 2013
BUY MANDATES - PARTICIPATIONS - INVESTMENTS
SALE MANDATES-COMPANY PROPOSALS-SUCCESSION
BUY MANDATES-PARTICIPATIONS-INVESTMENTS
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
page 137 / 213
Immobilientreuhand / -verkauf Kaufgesuch
Region Zentralschweiz und Mittelland
Branche Immobilientreuhand / -verkauf
Titel Firmenübernahme infolge Nachfolgeregelung/Umstrukturierung
Kurz- beschreibung
Erfolgreiche, Schweizer Unternehmensgruppe sucht eine mittelgrosse Partnerunternehmung
zur kurz- oder mittelfristigen Firmenübernahme. Beim Target handelt es sich um
ein Unternehmen, welches auf den Bereich Immobilientreuhand / -verkauf spezialisiert
ist, die kritische Grösse erreicht hat und über bestehende und funktionierende Strukturen
verfügt.
Umsatz- kategorie
Ab CHF 5.0 Mio.
# Mitarbeiter (Köpfe)
offen
Preis- kategorie
tbd
Erwartetes Engagement
nur finanzielles Engagement
nur Management-kapazität
beides
Turnaround Situation
Ja nein
Referenz White Mountain
Kontakt Marek Franke +41 41 368 12 55 [email protected]
M&A-BULLETIN JUNE 2013
BUY MANDATES - PARTICIPATIONS - INVESTMENTS
SALE MANDATES-COMPANY PROPOSALS-SUCCESSION
BUY MANDATES-PARTICIPATIONS-INVESTMENTS
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
page 138 / 213
Industrie- und Dienstleistungsbereich
Kaufgesuch – Beteiligung –
operative Unterstützung Region gesamte Schweiz und EU
Titel Betriebe in Nachfolge- bzw. Umbruchsituation
Kurz- beschreibung
Industrieholding sucht Unternehmen in Nachfolge- bzw. Umbruchsituationen und bringt als
Investor zusätzlich operativen Mehrwert ein zur Schöpfung bestehender Verbesserungspo-
tenziale.
Umsatz- kategorie
CHF 15 Mio.
# Mitarbeiter (Köpfe)
n.a.
Preis- kategorie
n.a.
Engagement nur finanzielles Engagement
nur Management-kapazität
beides
Referenz
Kontakt Marcel Jans +41 44 444 37 55 [email protected]
M&A-BULLETIN JUNE 2013
BUY MANDATES - PARTICIPATIONS - INVESTMENTS
SALE MANDATES-COMPANY PROPOSALS-SUCCESSION
BUY MANDATES-PARTICIPATIONS-INVESTMENTS
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
page 139 / 213
Internationale Spedition und Logistik Kaufgesuch
Region Deutschsprachige Schweiz und Süddeutschland
Branche Internationale Spedition und Logistik
Titel Langfristiges Engagements in Form von Mehrheitsbeteiligungen (oder Minderheitsbeteiligung mit Option auf Mehrheit) gesucht
Kurz- beschreibung
Private Investoren mit einem fundierten speditionellen, logistischen und betriebswirtschaft-
lichen Hintergrund suchen Anlage- und Mitwirkungsmöglichkeiten in gesunden, erfolgreichen
Unternehmen. Sei dies im Rahmen von Nachfolgelösungen, Unterstützung von MBO’s oder
MBI’s oder auch Spin offs.
Umsatz- kategorie
Bis CHF 50.0 Mio.
# Mitarbeiter (Köpfe)
10 bis 75
Preis- kategorie
Bis CHF 7.0 Mio.
Erwartetes Engagement
nur finanzielles Engagement
nur Management-kapazität
beides
Referenz Spedition
Kontakt Stephan Bolliger +41-62-834 91 19 [email protected]
M&A-BULLETIN JUNE 2013
BUY MANDATES - PARTICIPATIONS - INVESTMENTS
SALE MANDATES-COMPANY PROPOSALS-SUCCESSION
BUY MANDATES-PARTICIPATIONS-INVESTMENTS
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
page 140 / 213
Konsumgüterbereich Kaufgesuch - Investment
Region Schweiz und EU
Branche Detail-, Versand-, Internet- oder Grosshandel, bevorzugt im Konsumgüterbereich, ggf. mit
stationären Verkaufsstellen.
Titel KMU's aller Grössen und Lebensphasen mit Potential betreffend Expansion in neue Absatz-
und/oder Produkt-/Dienstleistungsmärkte.
Kurz- beschreibung
Gesucht wird eine aktive Management-Buy-In-Möglichkeit, mit dem Ziel der mehrheitlichen
Aktienübernahme.
Dabei handelt es sich idealerweise um einen national- oder international tätigen Handelsbe-
trieb, ggf. mit integrierter Produktion, hauptsächlich im Bereich des Konsumgütermarktes
(Fast Moving Consumer Goods). Das Unternehmen bietet Möglichkeiten der Expansion.
Umsatz- kategorie
ab 20 Mio. Umsatz bzw. ab 1 Mio. EBIT
# Mitarbeiter (Köpfe)
ab 20 Mitarbeitern
Preis- kategorie
ab CHF 5 Mio.
Erwartetes Engagement
nur finanzielles Engagement
nur Management-kapazität
beides
Referenz Projekt "Sonic"
Kontakt Patrick Knüsel +41 41 368 12 71 [email protected]
M&A-BULLETIN JUNE 2013
BUY MANDATES - PARTICIPATIONS - INVESTMENTS
SALE MANDATES-COMPANY PROPOSALS-SUCCESSION
BUY MANDATES-PARTICIPATIONS-INVESTMENTS
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
page 141 / 213
Logistic Industry Kaufgesuch - Investment
Region Germany
Branche Logistic
Titel Leading logistic company looking for target companies in Germany to strengthen the local market presence.
Kurz- beschreibung
A leading contract logistics company with focus on the automotive aftermarket business is
looking for targets that fulfil the following criteria:
Customer centric established 3PL provider or small general logistic provider
Preferably focussed on the automotive after market or industrial spare part business
Strong and confident management team is keen to grow the company by implement-
ing new services
Strong customer base
Revenue range from EUR 3 moi. To EUR 30 mio.
EBIT range EUR 1 mio. to EUR 3 mio.
Umsatz- kategorie
EUR 3 mio. to 30 mio.
# Mitarbeiter (Köpfe)
Tob e discussed
Preis- kategorie
n.a.
Erwartetes Engagement
nur finanzielles Engagement
nur Management-kapazität
beides
Referenz Projekt "Mercury"
Kontakt Jan Weidlich +49 30 8857 22 -458 [email protected]
M&A-BULLETIN JUNE 2013
BUY MANDATES - PARTICIPATIONS - INVESTMENTS
SALE MANDATES-COMPANY PROPOSALS-SUCCESSION
BUY MANDATES-PARTICIPATIONS-INVESTMENTS
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
page 142 / 213
Liegenschaftsverwaltung / Immobilientreuhand Kaufgesuch - Beteiligung - Investment
Region Schweiz – Zentralschweiz
Branche Liegenschaftsverwaltung / Immobilientreuhand
Titel Zentralschweizer Liegenschaftsverwaltung mittlerer Grösse
Kurz- beschreibung
Eine in der Zentralschweiz bestens etablierte Liegenschaftsverwaltungsgesellschaft / Immo-
bilientreuhandgesellschaft mittlerer Grösse ist im Wachstum begriffen.
Im Rahmen dieses Wachstums ist die Gesellschaft an der Übernahme einer bestehenden,
mittelgrossen Liegenschaftsverwaltungsgesellschaft resp. Immobilientreuhandgesellschaft
interessiert.
Das Tätigkeitsgebiet der Gesellschaft kann folgendes umfassen:
Kauf / Verkauf von Immobilien (Wohnungen, Überbauungen, Liegenschaften (Bau-
land, Privatliegenschaften, Gewerbeliegenschaften
Bewirtschaftung (bestehende Verwaltungsmandate)
Erstvermietung (bei Neubauten, nach Totalsanierungen)
Umsatz- kategorie
> 1 Mio. CHF
Erwartetes Engagement
nur finanzielles Engagement
nur Management-kapazität
beides
Referenz Projekt Blue
Kontakt Marek Franke +41 41 368 12 55 [email protected]
M&A-BULLETIN JUNE 2013
BUY MANDATES - PARTICIPATIONS - INVESTMENTS
SALE MANDATES-COMPANY PROPOSALS-SUCCESSION
BUY MANDATES-PARTICIPATIONS-INVESTMENTS
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
page 143 / 213
Lifestyle-Unternehmen mit Potential Kaufgesuch - Beteiligung - Investment
Region DACH-Region inkl. Italien
Branche Lifestyle-Unternehmen in den Bereichen Textilien, Sport, Lederwaren (Handta-schen/Geldbörsen)
Titel Firmenübernahme / Nachfolgeregelung / Restrukturierung
Kurz- beschreibung
Die Mandantin ist eine sehr erfolgreiche und erfahrene Führungspersönlichkeit mit langjäh-riger Erfahrung auf oberster Führungsebene und beeindruckendem Leistungsausweis. Sie sucht eine Mehrheitsbeteiligung oder die Gesamtübernahme eines mittelständischen Unter-nehmens mit etablierter Marke im Lifestylebereich. In Frage kommen insbesondere Firmen, welche in den Bereichen Textilien (bspw. DOB, Sport, Kinder) oder Lederwaren (Handta-schen und Geldbörsen) tätig sind. Gerne auch Sanierungsfälle. In Start-ups wird nicht inves-tiert.
Umsatz- kategorie
CHF 5.0 bis CHF 25.0
# Mitarbeiter (Köpfe)
20 bis 100
Erwartetes Engagement
nur finanzielles Engagement
nur Management-kapazität
beides
Referenz Projekt Lifestyle
Kontakt Stephan Bolliger +41-62-834 91 19 [email protected]
M&A-BULLETIN JUNE 2013
BUY MANDATES - PARTICIPATIONS - INVESTMENTS
SALE MANDATES-COMPANY PROPOSALS-SUCCESSION
BUY MANDATES-PARTICIPATIONS-INVESTMENTS
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
page 144 / 213
Lüftung / Trocknung / Klima Firmenübernahme
Region Schweiz
Branche
Lüftung und Klima (Planung und/oder Installation)
Titel Beteiligung oder Übernahme / Nachfolge von Lüftungsplaner und/oder Installateur
Kurzbeschrei-bung
Im Auftrag einer grösseren, erfolgreichen Familienunternehmung mit einem wachsenden
Standbein im Bereich Rauchschutz suchen wir zur strategischen Ergänzung Zielgesellschaf-
ten im Bereich der Lüftungstechnik.
In Frage kommen sowohl Planungs- wie auch Installationsfirmen mit mindestens 10 Mitar-
beitenden, sowohl in der Deutsch- wie auch in der Westschweiz.
Umsatzkategorie
Planungsfirmen mind. CHF 1.0 Mio.; Installationsfirmen mind. CHF 2 Mio.
Anzahl MA
Mindestens 5 (Planung) bzw. 10 (Installation).
Preiskategorie
Eine 100%-Übernahme der Gesellschaft wird angestrebt
Engagement
Finanzielles Engagement
Management Beides
Referenz Lüftungstechnik RDML/07.2012
Kontakt Werner Mathys +41 32 624 6587 / +41 79 634 3393 (mobile) [email protected]
M&A-BULLETIN JUNE 2013
BUY MANDATES - PARTICIPATIONS - INVESTMENTS
SALE MANDATES-COMPANY PROPOSALS-SUCCESSION
BUY MANDATES-PARTICIPATIONS-INVESTMENTS
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
page 145 / 213
Medical Technologies Buyside – Majority stake
or 100% acquisition Region Switzerland, Austria
Title Swiss entrepreneur looking to acquire a medical technology company
Short description
The company is producing innovative, leading technologies in the medical devices, regener-
ative medicine or diagnostics sector (especially medical technology). Biotechnology, phar-
maceuticals and generics are not of interest. The company has a premium quality angle and
promises growth beyond national borders with an international client base.
The company is either healthy or in short term financial distress; turnarounds in an opera-
tional sense are of no interest, nor are start-ups and companies that have not yet reached a
positive cash flow for at least 2 consecutive years.
The investor is a private entrepreneur with a long term investment horizon (20–30 years)
and the interest to assume a managerial role in daily operations. Preference is a succession
planning situation
Turnover-category
€ 10-20 mio.
# Employees (heads)
10-100
Price category
Subject to negotiation
Engagement Just financial engagement
Just management
both
Reference Project „Successor Medtech“
Contact Marek Franke +41 41 368 12 55 [email protected]
M&A-BULLETIN JUNE 2013
BUY MANDATES - PARTICIPATIONS - INVESTMENTS
SALE MANDATES-COMPANY PROPOSALS-SUCCESSION
BUY MANDATES-PARTICIPATIONS-INVESTMENTS
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
page 146 / 213
Nachfolgeregelung Kaufgesuch - Beteiligung - Investment
Region Schweiz - Nordwestschweiz
Branche Offen
Titel Nachfolgeregelung / MBI
Kurz-
beschreibung
44 jähriger Schweizer sucht die Möglichkeit, ein solides, langfristig erfolgreiches
Unternehmen im Zuge einer Nachfolgeregelung zu übernehmen.
Qualifikationen:
10 Jahre erfolgreiche unternehmerische Tätigkeit in internationalem Kontext
Erfahrung als GL-Mitglied einer KMU (150 MA)
Spezialisierung auf Betriebsorganisation und -optimierung
Fähigkeit sich schnell in neue Fach- und Branchenbereiche einzuarbeiten
Firmenprofil:
Hersteller/Anbieter eines konjunkturunabhängigen Nischenprodukts
Mehrjährig solider Geschäftsgang
Fachkompetenz unabhängig vom Besitzer im Unternehmen vorhanden
Bereitschaft den Nachfolger über einen Zeithorizont von 1-2 Jahren einzuarbeiten
Produktionsbetriebe bevorzugt
Umsatz- kategorie
Ab CHF 2.5 Mio.
# Mitarbeiter (Köpfe)
Ab 10 MA
Preis- kategorie
CHF 1 bis 3 Mio.
Erwartetes Engagement
nur finanzielles Engagement
nur Management-kapazität
beides
Referenz Kontinuität
Kontakt Stephan Bolliger +41 (0)62 834 91 19 [email protected]
M&A-BULLETIN JUNE 2013
BUY MANDATES - PARTICIPATIONS - INVESTMENTS
SALE MANDATES-COMPANY PROPOSALS-SUCCESSION
BUY MANDATES-PARTICIPATIONS-INVESTMENTS
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
page 147 / 213
Nachfolge- / Wachstumsfinanzierung für industrielle Tätigkeit
Kaufgesucht - Beteiligung - Investment Region Gesamte Schweiz mit Fokus auf Espace Mittelland
Titel KMU-Förderstiftung finanziert Wachstums- und Nachfolgeprojekte
Kurz- beschreibung
Schweizer Finanzierungspartner sucht technisch-industriell ausgerichtete KMU mit Kapital-
bedarf für die Wachstums- oder Nachfolgefinanzierung.
Im Vordergrund stehen Automatisierung, Fördertechnik, Robotik, Mechatronik, Präzisions-
mechanik, Mikroelektronik, Sensorik und Optik im Espace Mittelland.
Massgeschneiderte Unternehmensfinanzierungen bis CHF 5 Mio. durch Beteiligungen sowie
Darlehen und Mezzanine-Kapital mit Laufzeiten von 4-7 Jahren.
Unabhängiges und erfahrenes Team mit hervorragenden Referenzen bietet einmaliges Kon-
zept mit langfristigem Engagement, ausgewiesenem Know-how und bei Bedarf auch VR-
Mandat.
Umsatz- kategorie
CHF 2 bis 30 Mio.
Erwartetes Engagement
nur finanzielles Engagement
nur Management-kapazität
beides
Referenz Wachstumsfinanzierung KMU-Förderstiftung
Kontakt Werner Mathys +41 32 624 6587 +41 79 634 3393 [email protected]
M&A-BULLETIN JUNE 2013
BUY MANDATES - PARTICIPATIONS - INVESTMENTS
SALE MANDATES-COMPANY PROPOSALS-SUCCESSION
BUY MANDATES-PARTICIPATIONS-INVESTMENTS
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
page 148 / 213
Nahrungsmittelindustrie Kaufgesucht - Beteiligung - Investment
Region Deutschschweiz
Titel Gesucht produzierendes Nahrungsmittelunternehmen
Kurz- beschreibung
Unser Auftraggeber ist auf der Suche nach Unternehmen, die vor einer Nachfolgeregelung
stehen oder aus anderen Gründen verkauft werden sollen und einen integeren / solventen
Käufer suchen.
Das Unternehmen sollte in der Deutschschweiz domiziliert sein, internationale Tätigkeiten
sind kein Hindernis. Spannend sind Unternehmen aus den Bereichen der "Fast Moving Con-
sumer Goods" - Hintergrund und Erfahrungshorizont unseres Kunden ergeben jedoch eine
Priorisierung der Nahrungsmittelbranche (verarbeitendes Gewerbe oder Grosshandel).
Die Investitionssumme kann bis zu CHF 10.0 Mio. betragen bei einer minimalen Beteili-
gungsquote von 20% bis 30%. Partnerschaften oder eine stufenweise Nachfolgeregelung sind
möglich und können je nach Projekt besprochen werden.
Unser Mandant sucht die unternehmerische Herausforderung, ausschliesslich finanzielle
Investments kommen nicht in Frage. Start Up-Unternehmen stehen nicht im Vordergrund,
können jedoch von Fall zu Fall geprüft werden.
Umsatz- kategorie
CHF 10 bis 100 Mio.
Erwartetes Engagement
nur finanzielles Engagement
nur Management-kapazität
beides
Referenz Projekt DELICACY
Kontakt David Dahinden +41 41 368 12 14 [email protected]
M&A-BULLETIN JUNE 2013
BUY MANDATES - PARTICIPATIONS - INVESTMENTS
SALE MANDATES-COMPANY PROPOSALS-SUCCESSION
BUY MANDATES-PARTICIPATIONS-INVESTMENTS
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
page 149 / 213
Nahrungsmittel- / Werbe- und Logistikbranche Kaufgesucht - Beteiligung - Investment
Region Deutschschweiz, Süddeutschland
Titel Gesucht: Handels- und Produktionsunternehmen aus der Nahrungsmittelbranche und Logis-tikunternehmen im Bereich Frische und Tiefkühl. Auch interessant sind Dienstleistungsfir-men im Bereich Werbung und Marketing.
Kurz- beschreibung
Unsere Auftraggeber blicken auf eine langjährige, erfolgreiche Karriere in der Konsumgü-
terbranche mit Fokus auf die Produktion und den Handel mit frischen und tiefgekühlten
Lebensmittel zurück.
Das unternehmerische Leben kennen die beiden Partner aus der Theorie und Praxis, zudem
stammt die eine Person aus einer traditionellen Schweizer Unternehmerfamilie und verfolgt
das Funktionieren dieses Betriebes seit Kindesjahren.
Im Zuge einer beruflichen Neuorientierung haben sich die beiden Partner entschieden, nun
selber in die Selbständigkeit einzusteigen, ihr Know-How sowie ihre Finanzmittel in ein
etabliertes Schweizer Unternehmen zu investieren und dieses in die sichere Zukunft zu füh-
ren.
Angesprochen werden Unternehmen, die vor einer Nachfolgeregelung stehen oder aus ande-
ren Gründen verkauft werden sollen und einen integeren/ solventen Käufer suchen.
Gesucht sind Unternehmen aus den Bereichen der "Fast Moving Consumer Goods" mit
Schwerpunkt in der Nahrungsmittelbranche (verarbeitendes Gewerbe oder Grosshandel).
Auch von Interesse sind Unternehmen aus der Logistikbranche, die als Nischenanbieter An-
knüpfungspunkte mit der Nahrungsmittelindustrie aufweisen oder Firmen aus der Werbe-
und Marketingbranche.
Die Investitionssumme kann bis zu CHF 6 Mio. betragen, eine substanzielle Mehrheitsbeteili-
gung ist allerdings Voraussetzung. Partnerschaften oder eine stufenweise Nachfolgeregelung
sind möglich und können je nach Projekt besprochen werden.
Umsatz- kategorie
CHF 10 bis 100 Mio.
Erwartetes Engagement
nur finanzielles Engagement
nur Management-kapazität
beides
Referenz Projekt TRASIMENO
Kontakt David Dahinden +41 41 368 12 14 [email protected]
M&A-BULLETIN JUNE 2013
BUY MANDATES - PARTICIPATIONS - INVESTMENTS
SALE MANDATES-COMPANY PROPOSALS-SUCCESSION
BUY MANDATES-PARTICIPATIONS-INVESTMENTS
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
page 150 / 213
Old Economy Kaufgesuch - Beteiligung - Investment
Region Deutschland - Oesterreich - Schweiz
Titel Interessante Beteiligungen im Mittelstand der „Old Economy“ gesucht
Kurz- beschreibung
Einer der führenden Private Equity Fonds in Österreich, der sich auf professionelles, part-
nerschaftliches und unternehmerisches Investieren versteht, sucht für seinen neu aufgeleg-
ten Fonds (Investmentvolumen: EUR 70 Mio.) passende Beteiligungen im Mittelstand.
Branchenfokus:
Automobilzulieferung
Elektrotechnik und Elektronik
Medizintechnik
Maschinen- und Anlagenbaus
Nahrungsmittel- und Konsumgüterindustrie
Der Investor schließt momentan Beteiligungen innerhalb der Immobilienbranche sowie Ho-
tellerie aus strategischen Gründen zur Gänze aus.
Umsatz- kategorie
EUR 10 bis 100 Mio.
Kontakt Marcus Bartl +43 1 537 37 416 [email protected]
M&A-BULLETIN JUNE 2013
BUY MANDATES - PARTICIPATIONS - INVESTMENTS
SALE MANDATES-COMPANY PROPOSALS-SUCCESSION
BUY MANDATES-PARTICIPATIONS-INVESTMENTS
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
page 151 / 213
Optikerfachgeschäft Kaufgesuch
Region Ostschweiz und Stadt Zug
Branche Optiker
Titel Firmenübernahme zwecks Expansion
Kurz- beschreibung
Stark expandierende, von Schweizer Privatperson gehaltenen Optikerkette, sucht zwecks
Ausbau in der Ostschweiz bestehendes Optikergeschäft (alle Rechtsformen) oder geeignetes
Ladenlokal zur Übernahme. Ladenfläche mindestens 120 m2. Gut frequentierte Lage sowie
helle Räumlichkeiten sind Voraussetzung.
Umsatz- kategorie
CHF 1 Mio. und mehr
# Mitarbeiter (Köpfe)
Ab 5
Preis- kategorie
Offen
Erwartetes Engagement
nur finanzielles Engagement
nur Management-kapazität
Beides
Referenz EPO
Kontakt Thomas Bucher +41 62 834 91 23 [email protected]
M&A-BULLETIN JUNE 2013
BUY MANDATES - PARTICIPATIONS - INVESTMENTS
SALE MANDATES-COMPANY PROPOSALS-SUCCESSION
BUY MANDATES-PARTICIPATIONS-INVESTMENTS
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
page 152 / 213
Produktion – Handel – Dienstleistung Kaufgesuch – Beteiligung – Investment
Region Deutschschweiz
Titel KMU's aller Grössen, Branchen und Lebensphasen
Kurz- beschreibung
Im Auftrag mehrerer Investoren suchen wir Unternehmen zur Übernahme oder aktiven Be-
teiligung.
Umsatzkategorie CHF 1 bis 10 Mio.
# Mitarbeiter (Köpfe)
5 bis 50
Preis- kategorie
CHF 1 bis 10 Mio.
Referenz Unternehmer / ML-WM
Kontakt Werner Mathys +41 32 624 65 87 / +41 79 634 33 93 [email protected]
M&A-BULLETIN JUNE 2013
BUY MANDATES - PARTICIPATIONS - INVESTMENTS
SALE MANDATES-COMPANY PROPOSALS-SUCCESSION
BUY MANDATES-PARTICIPATIONS-INVESTMENTS
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
page 153 / 213
Sanitär- , Heizungs-, Lüftungstechnik Kaufgesuch - Beteiligung - Investment
Region Schweiz - Deutschschweiz
Branche SIC 49: Sanitärtechnik, Heizungstechnik, Lüftungstechnik, Bedachungen und Bauspenglerei
Titel Akquisition eines strategisch gut positionierten Unternehmens in Sanitär-, Heizungs-, Lüf-tungstechnik, sowie Bedachungen und Bauspenglerei zur Sicherung und zum Ausbau der Marktposition
Kurz- beschreibung
Die seit mehreren Jahrzehnten erfolgreich bestehende Unternehmung erzielt mit seinen
Mitarbeitern einen Umsatz von ca. CHF 70 Mio. Zur Sicherung und zum Ausbau der Marktpo-
sition (Buy and Build) werden strategisch gut positionierte Unternehmungen in den Berei-
chen Sanitär-, Heizungs- und Lüftungstechnik, sowie bei Bedachungen und Bauspenglerei als
mögliche Akquisitionsziele gesucht.
Ein optimales Target verfügt über interessante Wachstums- und Renditechancen und ist
bereit, sich in die Unternehmung integrieren zu lassen, ohne aber seine Eigenständigkeit zu
verlieren.
Bei der Akquisition stehen weniger Synergieeffekte im Vordergrund, sondern die Fortfüh-
rung der Unternehmung des bisherigen Inhabers. Der Verbleib des Inhabers infolge einer
Nachfolgeregelung oder einer Post-Merger-Integration ist möglich. Zudem besteht die Mög-
lichkeit einer Kapitalbeteiligung des Kaders am Unternehmen.
Neue Wachstumsziele können durch das Abwälzen der Risiken auf die einzelnen Geschäfts-
bereiche der Unternehmung realisiert werden, wodurch ein nachhaltiges profitables Wachs-
tum gesichert ist.
Umsatz- kategorie
CHF 50 Mio.
# Mitarbeiter (Köpfe)
20 - 80 Vollzeitstellen
Preis- kategorie
3-4 mal EBIT
Erwartetes Engagement
nur finanzielles Engagement
nur Management-kapazität
beides
Kontakt Stephan Bolliger +41 (0)62 834 91 19 [email protected]
M&A-BULLETIN JUNE 2013
BUY MANDATES - PARTICIPATIONS - INVESTMENTS
SALE MANDATES-COMPANY PROPOSALS-SUCCESSION
BUY MANDATES-PARTICIPATIONS-INVESTMENTS
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
page 154 / 213
Schweizer Unternehmung (etabliert) Kaufgesuch - Beteiligung - Investment
Region Gesamte Schweiz
Titel Im Auftrag eines erfolgreichen, kapitalkräftigen Schweizer Unternehmers und Investors su-chen wir eine etablierte Unternehmung bis CHF 30 Mio.
Kurz- beschreibung
Mehrheitsbeteiligung / Übernahme eines Produktions-, Handels-, oder Dienstleistungs-
unternehmens in der Schweiz mit eigenen Produkten und/oder etablierter Marke.
Einfaches, transparentes, konjunkturresistentes Geschäftsmodell.
Am Schweizer Markt etabliert, in ersten Auslandmärkten positioniert und weiteres
Wachstumspotenzial identifiziert.
Finanziell gesund oder Sanierungskonzept umsetzbar.
Intakte Managementstrukturen.
Das angestrebte Transaktionsvolumen kann ca. CHF 10 bis 30 Mio. betragen; dessen
Finanzierung ist gesichert.
Es wird zudem eine aktive Mitarbeit im Verwaltungsrat angeboten resp. gesucht.
Nicht in Frage kommen IT-, HighTech- und BioTech-Unternehmen, Sanierungsfälle ohne
Lösungsansatz oder reine Zulieferbetriebe.
Umsatz- kategorie
Je nach Branche ca. CHF 10 bis ca. 50 Mio.
# Mitarbeiter (Köpfe)
Nicht von Bedeutung; abhängig vom Geschäftsmodell
Preis- kategorie
Ca. CHF 10 - 30 Mio.
Engagement nur finanzielles Engagement
nur Management-kapazität (VR)
beides
Referenz Etablierte Schweizer Unternehmung bis CHF 30 Mio.
Kontakt Werner Mathys +41 32 624 6587 +41 79 634 3393 [email protected]
M&A-BULLETIN JUNE 2013
BUY MANDATES - PARTICIPATIONS - INVESTMENTS
SALE MANDATES-COMPANY PROPOSALS-SUCCESSION
BUY MANDATES-PARTICIPATIONS-INVESTMENTS
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
page 155 / 213
Supplier to Construction Industry Acquisition / Buyside Investment
Region Switzerland and Europe
Industrial sector
Concrete waterproofing industry (additives, injections, tapes)
Title Acquisition of production or trading company
Short description
On behalf of the CH-affiliate of a highly diversified international group we are mandated to
identify acquisition-targets in Switzerland and in Europe in the concrete waterproofing in-
dustry. Products (additives, injections, tapes, etc.) should be used for waterproofing, pro-
tection and repair of concrete and/or for outdoor building protection.
Category of turnover
CHF/€/$ between about 0.5 and 20 Mio.
# employees (heads)
Between about 10 - 100
Category of price
Depending size and type of transaction
Engagement just financial just management both
Reference Construction waterproofing produtcs
Contact Werner Mathys +41 32 624 6587 / +41 79 634 3393 (mobile) [email protected]
M&A-BULLETIN JUNE 2013
BUY MANDATES - PARTICIPATIONS - INVESTMENTS
SALE MANDATES-COMPANY PROPOSALS-SUCCESSION
BUY MANDATES-PARTICIPATIONS-INVESTMENTS
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
page 156 / 213
Technologiebranche Kaufgesuch – Beteiligung – Investment
Region Schweiz – Wirtschaftsraum Zürich
Branche Technologie (IT/Telekom/Elektrotechnik/Elektronik)
Titel Firmenübernahme / Nachfolgeregelung / MBI
Kurz- beschreibung
Erfahrenes KMU-GL-Mitglied mit betriebswirtschaftlicher Ausbildung und Finanzbackground
sucht etabliertes KMU zur Fortführung oder Startup in der ersten Konsolidierungsphase zur
Festigung und Weiterentwicklung
Umsatz- kategorie
2 – 20 Mio.
# Mitarbeiter (Köpfe)
5 bis 50
Preis- kategorie
CHF 2 bis 5 Mio.
Erwartetes Engagement
nur finanzielles Engagement
nur Management-kapazität
beides
Referenz Newport
Kontakt Marcel Jans oder Christoph Müller +41 44 444 37 55 resp. 44 [email protected] oder [email protected]
M&A-BULLETIN JUNE 2013
BUY MANDATES - PARTICIPATIONS - INVESTMENTS
SALE MANDATES-COMPANY PROPOSALS-SUCCESSION
BUY MANDATES-PARTICIPATIONS-INVESTMENTS
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
page 157 / 213
Unternehmen in Restrukturierungs- oder Wachstumsphase
Kaufgesuch - Beteiligung - Investment Region Gesamte Schweiz und angrenzendes Ausland
Titel Im Auftrag eines erfahrenen, erfolgreichen und kapitalkräftigen Schweizer Unternehmer- / Investorenteams suchen wir Unternehmen zwecks Übernahme oder Beteiligung.
Kurz- beschreibung
Standort Schweiz oder angrenzendes Ausland
Attraktive Produkte / Dienstleistungen mit substantiellem Marktanteil
Kapitalbedarf zur Restrukturierungs- oder Wachstumsfinanzierung
Bedarf an / Bereitschaft für Management-Unterstützung
Nicht in Frage kommen IT- oder BioTech-Unternehmen
Geboten wird
CHF 5 - 15 Mio. Kapital und/oder Darlehen
Sehr schnelle Entscheidungen (keine Dritt- oder Refinanzierung nötig)
Erstklassiges Beziehungsnetz in verschiedene Branchen und Märkte
VR-Mandat und Management-Unterstützung
Umsatz- kategorie
Ab ca. CHF 10 Mio.
# Mitarbeiter (Köpfe)
Ab ca. 30 Mitarbeiter
Preis- kategorie
CHF 5 - 15 Mio.
Erwartetes Engagement
nur finanzielles Engagement
nur Management-kapazität (VR)
beides
Referenz PBPG Restrukturierungs- / Wachstumsfinanzierung bis CHF 15 Mio.
Kontakt Werner Mathys +41 32 624 6587 +41 79 634 3393 [email protected] Marcel Jans +41 44 444 3755 +41 79 336 9456 [email protected]
M&A-BULLETIN JUNE 2013
BUY MANDATES - PARTICIPATIONS - INVESTMENTS
SALE MANDATES-COMPANY PROPOSALS-SUCCESSION
BUY MANDATES-PARTICIPATIONS-INVESTMENTS
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
page 158 / 213
Wellness-Markenunternehmen mit Potential Kaufgesuch - Beteiligung – Investment
Region DACH-Region inkl. Italien
Titel Wellness-Unternehmen in den Bereichen Vitamine, Homöopathie, Hautpflege
Kurz- beschreibung
Die Mandantin sucht eine Mehrheitsbeteiligung oder die Gesamtübernahme eines mittel-
ständischen Unternehmens mit etablierter Marke im Wellness-/Gesundheitsmarkt. In Frage
kommen insbesondere Firmen, welche in den Bereichen Ernährungsergänzung (bspw. Vita-
mine, Proteinpulver, etc.), Homöopathie oder Körperpflege tätig sind. Gerne auch Sanie-
rungsfälle. In Start-ups wird nicht investiert.
Umsatz- kategorie
CHF 5.0 bis 25.0
# Mitarbeiter (Köpfe)
20 bis 100 Mitarbeitende
Preis- kategorie
Bis CHF 10.0 Mio
Erwartetes Engagement
nur finanzielles Engagement
nur Management-kapazität (VR)
beides
Referenz Projekt Wellness
Kontakt Stephan Bolliger +41-62-834 91 19 [email protected]
M&A-BULLETIN JUNE 2013
BUY MANDATES - PARTICIPATIONS - INVESTMENTS
SALE MANDATES-COMPANY PROPOSALS-SUCCESSION
BUY MANDATES-PARTICIPATIONS-INVESTMENTS
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
page 159 / 213
Werkzeuggrosshandel Firmen- / Beteiligungsgesuch
Region gesamte Schweiz
Branche Werkzeuggrosshandel
Titel International tätiges Werkzeugherstellungs- und -handelsunternehmen sucht Expansions- und Diversifizierungsmöglichkeiten in der Schweiz (Beteiligungsziel 100%).
Kurzbeschrei-bung
Gesucht wird ein Werkzeuggrosshandelsunternehmen, das eine Partnerschaft mit einem
international ausgerichteten Partner anstrebt (strategische Motive, Nachfolgeregelung,
o.ä.). Das Unternehmen soll sich in finanziell geordneten Verhältnissen befinden und stra-
tegisch gut aufgestellt sein. Übernahme von Unternehmen in Turnaroundsituationen sind
auch möglich.
Umsatzkategorie ab CHF 30 Mio. Umsatz
Anzahl Mitarbei-ter (Köpfe)
ab 100 Mitarbeitern
Erwartetes Engagement
nur finanzielles Engagement
nur Management-kapazität
beides
Turnaround Situation
ja nein
Referenz Projekt TOOL
Kontakt Marek Franke +41 41 368 12 55 [email protected] Patrick Knüsel +41 41 368 12 71 [email protected]
M&A-BULLETIN JUNE 2013
BUY MANDATES - PARTICIPATIONS - INVESTMENTS
SALE MANDATES-COMPANY PROPOSALS-SUCCESSION
BUY MANDATES-PARTICIPATIONS-INVESTMENTS
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
page 160 / 213
Rest of Europe and Mediterranean
All sectors Buy side / investment
Region Europe
Sector Not defined
Title Acquisition of spin-offs or companies with weak returns and restructuring needs
Short- description
As a family-based private equity company and an entrepreneurial team with broad consult-
ing, leadership as well as industry experience, we acquire and develop companies that face
entrepreneurial challenges. Examples are spin-offs of business units, which need to be es-
tablished on a stand-alone basis, or companies with weak returns that require restructuring.
In contrast to listed as well as fund based investment companies, our holding periods for
companies are flexible. We are therefore not primarily oriented towards short-term results,
but focused on sustainable value creation. This long-term view allows us to account for all
relevant stakeholders, e.g. by providing job guarantees.
Als familiär geprägte Beteiligungsgesellschaft und stark unternehmerisch geprägtes Team
mit breiter Beratungs-, Führungs- sowie Industrieerfahrung konzentrieren wir uns auf den
Erwerb und die Weiterentwicklung von Unternehmen, bei denen unternehmerische Heraus-
forderungen in Angriff zu nehmen sind. Beispiele hierfür sind etwa Konzerneinheiten, die in
die Unabhängigkeit geführt werden müssen, oder Unternehmen mit Ertragsschwäche, bei
denen ein Restrukturierungsprogramm umzusetzen ist.
Im Gegensatz zu börsennotierten sowie fondsbasierten Beteiligungsgesellschaften sind unse-
re Halteperioden von Unternehmen flexibel. Dies erlaubt uns, die langfristige Wertsteige-
rung eines Unternehmens in den Mittelpunkt zu stellen und die unter-schiedlichsten An-
spruchsgruppen angemessen zu berücksichtigen (z.B. durch Zustimmung zu Arbeitsplatz-
oder Standortgarantien).
Turnover- category
EUR 10 mio. - to EUR 500 mio.
Reference Milano
Contact Marcel Jans +41 44 444 37 55 [email protected]
M&A-BULLETIN JUNE 2013
BUY MANDATES - PARTICIPATIONS - INVESTMENTS
SALE MANDATES-COMPANY PROPOSALS-SUCCESSION
BUY MANDATES-PARTICIPATIONS-INVESTMENTS
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
page 161 / 213
Building Products - Engineering - Rain Water Management
Buy mandate
Region Europe
Industrial sector
Building Products and Engineering
Title Rainwater Management & Recycling
Short
description
Manufacturer of building products with worldwide production sites wants to diversify in
technical solutions for rain water management and recycling techniques.
Major participations or joint-venture
Category of turnover
N/A
# employees (heads)
N/A
Category of price
N/A
Engagement just financial just management Both
Reference Waterproof
Contact Johan Vandenbroeck
+ 32 2 778 01 00
M&A-BULLETIN JUNE 2013
BUY MANDATES - PARTICIPATIONS - INVESTMENTS
SALE MANDATES-COMPANY PROPOSALS-SUCCESSION
BUY MANDATES-PARTICIPATIONS-INVESTMENTS
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
page 162 / 213
Commercial Building Buy Side
Region Western Europe
Industrial sector
Real Estate
Title An Israeli insurrance company seeking to invest in commercial/Office use
Short description
The company will buy Commercial/Office buildings in Tier 1-2 cities of Western Europe.
The Buyer is seeking for Commercial/Office buildings following this description:
Long term.
CPI based contract.
Respectable tenant.
Category of turnover
# employees (heads)
Category of price
USD 100-400 Million
Engagement just financial just management both
Reference Commercial Building
Contact Neri Ben Simon
Telephone: +972 3 638 9307
M&A-BULLETIN JUNE 2013
BUY MANDATES - PARTICIPATIONS - INVESTMENTS
SALE MANDATES-COMPANY PROPOSALS-SUCCESSION
BUY MANDATES-PARTICIPATIONS-INVESTMENTS
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
page 163 / 213
Commercial Electric Lighting Fixtures Buy side mandate
Region Europe
Industrial sector
3646 Commercial, Industrial, and Institutional Electric Lighting Fixtures
Title Manufacturing and developing high-quality lighting for use in the commercial and industrial
sectors.
Short description
Looking for companies operating in the same sector.
Preferably with unique technology and products but with inferior cost structure.
Category of turnover
EUR 5 to 10 mio.
Smaller companies would be taken into consideration depending on their general attrac-
tiveness (e.g. IP, cusomers, management team)
# employees (heads)
n.a.
Category of price
EUR 5 to 10 mio.
Engagement just financial just management both
Reference Lighting Fixtures
Contact Ron Wolman
+972 (0)3 636 8706 (Tel)
+972 (0)3 638 2511 (Fax)
M&A-BULLETIN JUNE 2013
BUY MANDATES - PARTICIPATIONS - INVESTMENTS
SALE MANDATES-COMPANY PROPOSALS-SUCCESSION
BUY MANDATES-PARTICIPATIONS-INVESTMENTS
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
page 164 / 213
Conglomerate of large manufacturing businesses Buyside
Region Europe
Industrial sector
Manufacturing
Title Conglomerate of manufacturing businesses looking for large turnaround situations
Short description
Large conglomerate operating groups of manufacturing companies - mix of industri-
al products in portfolio.
Keen to acquire large companies with potential to significantly improve profits,
carve-outs, restructuring cases, difficult shareholder situations.
Industry focus: manufacturing (especially engineering, pharmaceutical, chemicals,
materials, electronics, consumer goods, automotive, medical technology)
Headquarters should be in Western Europe
Category of turnover
€30m - €500m
# employees (heads)
n/a
Category of price
n/a
Engagement just financial just management both
Reference NTSI-8L3DP7
Contact Susannah Perkins +44 (0)121 352 6322 [email protected]
M&A-BULLETIN JUNE 2013
BUY MANDATES - PARTICIPATIONS - INVESTMENTS
SALE MANDATES-COMPANY PROPOSALS-SUCCESSION
BUY MANDATES-PARTICIPATIONS-INVESTMENTS
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
page 165 / 213
Consumer Goods Buyside – Majority stake
or 100% acquisition Region Switzerland, Austria or UK
Title Swiss entrepreneur looking to acquire a consumer goods company
Short description
The company is producing innovative, and health oriented goods in the consumer sector,
especially food & beverages and established national brands with a heritage. The company
should have the capability to develop its IP further. The company has a premium quality
angle and produces a tangible product; no interest in exclusively dedicated service provid-
ers. The company promises growth beyond 10% per annum with an international client base.
The company is either healthy or in short term financial distress; turnarounds in an opera-
tional sense are of no interest, nor are start-ups and companies that have not yet reached a
positive cash flow for at least 2 consecutive years.
The investor is a private entrepreneur with a long term investment horizon (20–30 years)
and the interest to assume a managerial role in daily operations. Preference is a succession
planning situation.
Turnover-category
€ 20-50m
# Employees (heads)
30-300
Price category
subject to negotiation
Engagement just financial
engagement
just
management
both
Reference Project „Successor Consumer“
Contact Marcel Jans
+41 44 444 37 55
Marek Franke
+41 41 368 12 55
M&A-BULLETIN JUNE 2013
BUY MANDATES - PARTICIPATIONS - INVESTMENTS
SALE MANDATES-COMPANY PROPOSALS-SUCCESSION
BUY MANDATES-PARTICIPATIONS-INVESTMENTS
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
page 166 / 213
Engineering & Container Handling Buyside / Investment
Region Europe
Branche Construction products, chemicals and engineering
Titel Leading South-East-Asian listed company looking for targets
Kurz- beschreibung
The leading industry group is present in over ten countries (including Europe) with signifi-
cant businesses in the steel (mini focusing on long steel products) and industrial (construc-
tion products, chemicals, and engineering companies with good brand equity, good technol-
ogies, scalable business models in material handling and the offshore sector. Other oppor-
tunities the engineering sector (offshore wind, solar, water treatment, marine solutions,
rail locomotive) are possible as well.
Umsatz- kategorie
USD < 100M
# Mitarbeiter (Köpfe)
n.a.
Preis- kategorie
n.a.
Erwartetes Engagement
nur finanzielles Engagement
nur Management-kapazität
beides
Referenz Projekt Bali
Kontakt Jan Weidlich +49 30 8857 22-458 [email protected]
M&A-BULLETIN JUNE 2013
BUY MANDATES - PARTICIPATIONS - INVESTMENTS
SALE MANDATES-COMPANY PROPOSALS-SUCCESSION
BUY MANDATES-PARTICIPATIONS-INVESTMENTS
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
page 167 / 213
Fabricated Metal Products Buy Mandate
Region Europe
Industrial sector
Fabricated Metal Products
Title Italian manufacturer of metal structures seeks targets in the same sector
Short description
Italian company active in the production and distribution of metal structures for the man-
agement of industrial commercial spaces seeking other European companies active in the
same sector.
Category of turnover
n/a
# employees (heads)
n/a
Category of price
n/a
Engagement just financial just management both
Reference Full metal structure
Contact Francesco Ferragina +39 055 5535405 [email protected]
M&A-BULLETIN JUNE 2013
BUY MANDATES - PARTICIPATIONS - INVESTMENTS
SALE MANDATES-COMPANY PROPOSALS-SUCCESSION
BUY MANDATES-PARTICIPATIONS-INVESTMENTS
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
page 168 / 213
Fluid Handling Buy mandate
Region EU and UK
Industrial sector
Fluid Handling (High Pressure and Temparture Industrial Pumps and Valves used in the en-
ergy and petrochemical industries)
Title Acquition of middle market companies in the UK and Europe
Short description
Focus on high performance products and correspondingly high margin privaely owed compa-
nies in the UK and Europe. Client is a multinational NYSE company.
Category of turnover
US$ 20 million or greater
# Employees (heads)
TBD
Category of price
Over US$ 10 millon
Engagement Just financial
Just management
Acquistion Man-date
Reference Project Bird
Contact
M&A-BULLETIN JUNE 2013
BUY MANDATES - PARTICIPATIONS - INVESTMENTS
SALE MANDATES-COMPANY PROPOSALS-SUCCESSION
BUY MANDATES-PARTICIPATIONS-INVESTMENTS
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
page 169 / 213
Holiday and recreational parks Buy Side
Region Western Europe
Industrial sector
Holiday and leisure parks
Title Recreational parks, holiday parks of substance in the region Western Europe
Short description
For a strategic party we are looking for recreational parks, holiday parks and campsites of
some substance in France, Belgium, Germany. They are willing to invest in companies with
multiple or single sites.
Category of turnover
> € 20 million
# employees (heads)
n.a.
Category of price
n.a.
Engagement just financial just management both
Reference CREAM
Contact Caroline Jansen +31 (0)30 2849 887 [email protected]
M&A-BULLETIN JUNE 2013
BUY MANDATES - PARTICIPATIONS - INVESTMENTS
SALE MANDATES-COMPANY PROPOSALS-SUCCESSION
BUY MANDATES-PARTICIPATIONS-INVESTMENTS
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
page 170 / 213
Hotels in Western Europe Buy Side
Region Western Europe
Industrial sector
Real Estate – Hotel Market
Title Hotel Chain is looking to acquire hotels in Western Europe
Short description
The Buyer currently owns approximately 30 hotels in Israel and another 30 hotels in Europe The Buyer is seeking for Hotels following this description:
80-400 rooms.
Mid-class.
Attractive urban locations. Category of turnover
# employees (heads)
Category of price
Up to 80 million USD
Engagement just financial just management both
Reference Hotels in Western Europe
Contact Neri Ben Simon Telephone: +972 3 638 9307 e-mail: [email protected]
M&A-BULLETIN JUNE 2013
BUY MANDATES - PARTICIPATIONS - INVESTMENTS
SALE MANDATES-COMPANY PROPOSALS-SUCCESSION
BUY MANDATES-PARTICIPATIONS-INVESTMENTS
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
page 171 / 213
Industrial instrumentation Buy Side
Region UK, Germany, Switzerland, US
Industrial sector
Industrial instrumentation
Title Listed UK business seeks diversification strategy in industrial instrumentation
Short description
Strategic priorities for diversification:
• A process or product gauging or measuring company that includes instrumentation, pro-
cess validation or conformance to regulatory requirements
• A designer and manufacturer of own products – strong IP
• Does not want lab equipment or “little bits of kit”
• Operating in non-tobacco markets. Production and processing environments are pre-
ferred, but will not discount other markets
• Have the opportunity to grow through product extensions / development or through
identified product opportunities in current or new markets
• Would consider a technology start up that has begun to industrialise its own product or
a mature business with existing products
• A business that would benefit from exploiting the Company’s existing supply chain /
manufacturing / distribution / global sales and service capabilities
Size
• Up to £3m EBIT, sales growth and potential for 20% average growth rate
Category of turnover
Up to £3m EBIT
# employees (heads)
n/a
Category of price
Up to £20m EV
Engagement just financial just management both
Reference NTSI-8JWKAS
Contact Susannah Perkins Tel: +44 121 352 6322 [email protected]
M&A-BULLETIN JUNE 2013
BUY MANDATES - PARTICIPATIONS - INVESTMENTS
SALE MANDATES-COMPANY PROPOSALS-SUCCESSION
BUY MANDATES-PARTICIPATIONS-INVESTMENTS
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
page 172 / 213
Large machine tools & precision components
Buy Side Region Europe or North America although other locations would be considered if the
strategic fit was strong.
Industrial sector
Manufacturing and distribution
Title Established manufacturer of machiner tools seeking acquisitions or Joint Ventures
Short description
Company turnover is GBP 40m and expected operating profits are GBP 2m. It employs 250
staff worldwide.
The main product offering includes the following:
Lathes
Vertical machine centres
Milling machines
Precision components such as chucks and bearings
Saws, grinders and drills
Laser marking devices for metal / glass or plastic products
Spares for the above
Products have an excellent reputation in their key markets and the brands are recognised as
being high quality and trusted by the Company customers.
Acquisition criteria
The Company is looking to grow both through acquisition and possibly joint venture espe-
cially in the India and China markets where the business has yet to establish a significant
presence. Target activities should ideally complement the existing activities
of the Company.
Management particularly interested in opportunities in the Laser Marking sector.
Category of turnover
Target turnover ideally more than 5m Euro
# employees (heads)
n/a
Category of price
Targets should have an enterprise value of between GBP 5m to GBP 10m although larger targets would be considered as financial backers have indicated they would be supportive if such an opportunity was available
Engagement just financial just management both
Reference Project Starfish
Contact James Turner +44 113 290 6108 [email protected]
M&A-BULLETIN JUNE 2013
BUY MANDATES - PARTICIPATIONS - INVESTMENTS
SALE MANDATES-COMPANY PROPOSALS-SUCCESSION
BUY MANDATES-PARTICIPATIONS-INVESTMENTS
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
page 173 / 213
Logistics provider Buyside
Region Europe
Industrial sector
Logistics
Title 3PL provider seeks growth in Europe
Short description
Diversifed third party logistics service provider, operating mainly in the clothing, foot-
wear and high street retail sectors. Also provides full service e-fulfilment offering.
The Company has a significant presence in the UK, in addition to growing the UK busi-
ness, the Company would like to develop a Europe-wide platform in the key areas of:
Haulage and distribution, mainly supporting high street retail and the fashion indus-
try, but will also consider FMCG.
Value added logistics and warehousing.
Freight forwarding, where main freight movements are between Europe and Asia.
Category of turnover
n/a
# employees (heads)
n/a
Category of price
£10m - £100m
Engagement just financial just management both
Reference Project Lantern
Contact Chris Heatlie +44 (0)161 833 8362 [email protected]
M&A-BULLETIN JUNE 2013
BUY MANDATES - PARTICIPATIONS - INVESTMENTS
SALE MANDATES-COMPANY PROPOSALS-SUCCESSION
BUY MANDATES-PARTICIPATIONS-INVESTMENTS
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
page 174 / 213
Machinery & Engineering Buyside – Majority stake
or 100% acquisition Region Switzerland, UK, Austria
Title Swiss entrepreneur looking to acquire a specialty machinery company
Short description
The company is producing innovative, leading technologies in the specialty machinery sec-
tor. The company should have the capability to develop the technological know how fur-
ther; protected IP in a niche - but expandable - market is preferred. The company has a
premium quality angle and produces a tangible product; no interest in pure engineering
services. The company promises growth beyond 10% per annum with an international client
base.
The company is either healthy or in short term financial distress; turnarounds in an opera-
tional sense are of no interest, nor are start-ups and companies that have not yet reached a
positive cash flow for at least 2 consecutive years.
The investor is a private entrepreneur with a long term investment horizon (20–30 years)
and the interest to assume a managerial role in daily operations. Preference is a succession
planning situation
Turnover-category
€20-50m
# Employees (heads)
30-300
Price category
subject to negotiation
Engagement Just financial engagement
Just management
both
Reference Project „Successor Machinery“
Contact Marcel Jans +41 44 444 37 55 [email protected] Marek Franke +41 41 368 12 55 [email protected]
M&A-BULLETIN JUNE 2013
BUY MANDATES - PARTICIPATIONS - INVESTMENTS
SALE MANDATES-COMPANY PROPOSALS-SUCCESSION
BUY MANDATES-PARTICIPATIONS-INVESTMENTS
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
page 175 / 213
Manufacturing Buy side
Region UK
Industrial sector
Manufacturing – NDT equipment
Title Acquisition of testing equipment manufacturers
Short description
Manufacturers of tasting equipment including optics, ultrasonics, climate/temperature,
roughness and eddy current.
Category of turnover
EUR 2-5M
# employees (heads)
n/a
Category of price
EUR 2-5M
Engagement just financial just management both
Reference GEMINI
Contact Nicola Gibbs +44(0)161 817 7677 [email protected]
M&A-BULLETIN JUNE 2013
BUY MANDATES - PARTICIPATIONS - INVESTMENTS
SALE MANDATES-COMPANY PROPOSALS-SUCCESSION
BUY MANDATES-PARTICIPATIONS-INVESTMENTS
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
page 176 / 213
Manufacturer of small bottles for the pharmaceutical industry Buy side mandate
Region Europe
Industrial sector
3085 – Plastic Bottles
Title Israel's leading manufacturer of small bottles for the pharmaceutical industry (packaging), is looking for European manufacturer in the same area.
Short description
Looking for:
Core activity of the business is focused on small bottles for pharmaceutical ap-
plications
Non pharmaceutical applications should be minimal
Good packaging product portfolio of leading pharmaceutical is the most im-
portant asset of the target (pharmaceutical packaging should be confirmed by
the drug manufacturer specifically for each medicine)
Priority to established western European manufacturer with strong technology and sales to
the U.S.A.
Category of turnover
EUR 5 to 10 mio.
# employees (heads)
n.a.
Category of price
n.a.
Engagement just financial just management both
Reference Bottles for the pharmaceutical industry
Contact Ron Wolman +972 (0)3 636 8706 (Tel) +972 (0)3 638 2511 (Fax) [email protected]
M&A-BULLETIN JUNE 2013
BUY MANDATES - PARTICIPATIONS - INVESTMENTS
SALE MANDATES-COMPANY PROPOSALS-SUCCESSION
BUY MANDATES-PARTICIPATIONS-INVESTMENTS
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
page 177 / 213
Pest control / washroom hygiene products Buy side
Region Northern Europe
Industrial sector
Manufacturing and distribution
Title Leading UK pest control products business seeking acquisition
Short description
Our client is a private equity backed global supplier of environment enhancement products
focused on the Pest Control and Washroom Hygiene markets. Current products include
flykillers, bird deterrents and other pest control devices, as well as washroom hygiene
products.
It employs 85 staff across three sites in the UK and mainland Europe servicing a customer
base consisting of over 3,000 distributors and end users spanning 80 countries.
Customers range from independent pest controllers to public sector institutions, distribu-
tors, wholesalers and retailers. The key focus is to meet the needs of the end user through
customer service even though the product offering is sometimes delivered through third
party distribution.
Target acquisitions should be complementary to existing activities.
Category of turnover
Target turnover ideally more than 5m Euro
# employees (heads)
n/a
Category of price
Target enterprise values of between Euro 5m to 50m would be considered
Engagement just financial just management both
Reference Project Kingfisher
Contact James Turner 00 44 113 290 6108 [email protected]
M&A-BULLETIN JUNE 2013
BUY MANDATES - PARTICIPATIONS - INVESTMENTS
SALE MANDATES-COMPANY PROPOSALS-SUCCESSION
BUY MANDATES-PARTICIPATIONS-INVESTMENTS
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
page 178 / 213
Precision Engineering Company Buyside / Investment
Region Europe (especially Germany, Switzerland, Nordics and Scandinavian countries)
Industrial sector
Manufacturing of precision-machine components and foam plastic solutions
Title Listed South-East-Asian group of companies looking for targets
Short description
The listed South East Asian industry group, which has a tradition of more than 40 years has
over 15 manufacturing presences in the US, Thailand and China. The company a global
leader in the manufacturing of precision-machined components and foam plastic solutions
for reputable customers all around the world. In order to strengthen and to enlarge compe-
tencies the company is looking for targets in Europe.
Industry focus:
Medical devices
Manufacturing and assemblies of medical devices, preferably mechanically based
processes including but not limited to precision machining, silicone/plastics injec-
tion molding and/or any other manufacturing technologies used to manufacture
medical devices.
Strong emphasis on companies that owns intellectual properties / patents on prod-
ucts or distinctive manufacturing processes or techniques
Oil & gas, aerospace
Large formats (1-3m) precision machining and mechanical assembly activities
Category of turnover
EUR 15-40 mio.
# employees (heads)
n.a.
Category of price
n.a.
Engagement just financial just management
Both
Reference Sentosa
Contact Jan Weidlich +49 (0) 30 885 722 458 [email protected]
M&A-BULLETIN JUNE 2013
BUY MANDATES - PARTICIPATIONS - INVESTMENTS
SALE MANDATES-COMPANY PROPOSALS-SUCCESSION
BUY MANDATES-PARTICIPATIONS-INVESTMENTS
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
page 179 / 213
Rental Buy mandate
Region Europe
Industrial sector
Equipment Rental
Title Rental company is looking for acquisition opportunities.
Short description
This Dutch firm is one of the 100 largest equipment rental companies. The firm rents out
machines and tools to constructions companies, industrial companies and private individu-
als. The company is looking for European rental companies to purchase. Size is not im-
portant.
Category of turnover
The company is capable of buying market leaders. Size > over 10 outlets
# employees (heads)
N/A
Category of price
N/A
Engagement just financial just management Both
Reference Rental
Albert Koops +31 (0) 30 2849 867 [email protected]
M&A-BULLETIN JUNE 2013
BUY MANDATES - PARTICIPATIONS - INVESTMENTS
SALE MANDATES-COMPANY PROPOSALS-SUCCESSION
BUY MANDATES-PARTICIPATIONS-INVESTMENTS
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
page 180 / 213
Retail sector Buy mandate
Region Western Europe (non – UK)
Industrial sector
Retail sector (no wholesale)
Title Retail company is looking for acquisition opportunities.
Short description
Retail company is looking for expansion in:
Toys & Multimedia;
Household products;
Living and garden (decorations, interior, gifts, table decorations, garden furniture
and furniture).
Category of turnover
The company is capable of buying market leaders. Size > over 10 outlets
# employees (heads)
N/A
Category of price
N/A
Engagement just financial just management Both
Reference Retail
Mark Spetter + 31 30 2 849 854 [email protected]
M&A-BULLETIN JUNE 2013
BUY MANDATES - PARTICIPATIONS - INVESTMENTS
SALE MANDATES-COMPANY PROPOSALS-SUCCESSION
BUY MANDATES-PARTICIPATIONS-INVESTMENTS
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
page 181 / 213
Sensorik & Automatisierungstechnik Übernahme / Mehrheitsbeteiligung
Region Europa
Titel Industrieholding sucht Unternehmen für ihre Buy & Build-Strategie
Kurz- beschreibung
Eine börsennotierte Industrieholding sucht passende Unternehmen als Ergänzung zu ihrem
bisherigen Portfolio aus dem Bereich der Sensorik und der Automatisierungstechnik zur
Übernahme oder als Mehrheitsbeteiligung.
Umsatz- kategorie
EUR > 20 Mio.
# Mitarbeiter (Köpfe)
keine Angabe
Preis- kategorie
keine Angabe
Referenz Buy-side Sensorik & Automatisierungstechnik
Kontakt Axel Maack +49 (0) 30 885 722 470 [email protected]
M&A-BULLETIN JUNE 2013
BUY MANDATES - PARTICIPATIONS - INVESTMENTS
SALE MANDATES-COMPANY PROPOSALS-SUCCESSION
BUY MANDATES-PARTICIPATIONS-INVESTMENTS
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
page 182 / 213
Scientific Ditigal Cameras Buyside Acquisition Search
Region United Kingdom
Industrial sector
Manufacturer of High Performance Scientific Digital Cameras
Title Acquisition Search
Short description
Project Camera is a global leader in its own right, acheiving compound growth of 30% per
annum during the last 15 years, in the development and manufacture of high performance
scientific digital cameras for academic, industrial and government applications.
Their areas of expertise include Scientific Imaging, Spectroscopy Solutions and Microscopy
Systems.
The business has succeeded in largely organic growth with numerous strategic and synergis-
tic acquisitions, including 2 recent acquisitions in recent years.
Project Camera continually seeks acquisition opportunities in the following areas:
Target Sectors: Manufacturers of High Performance Scientific Digital Cameras
Target Sub Sectors: - Imaging
- Industrial machine visioning
- Security
- Traffic monitoring
Target Turnover: STG £5m to £30m
Target Regions: Global. Recent acquisitions were in mainland Europe and USA.
Category of turnover
Project Camera’s turnover is between STG £50m to £100m
# employees (heads)
201 to 500
Category of price
STG £5m to £25m
Engagement just financial just management Both
Reference Project Camera
Contact Gary Shannon 0044 2890 439009 [email protected]
M&A-BULLETIN JUNE 2013
BUY MANDATES - PARTICIPATIONS - INVESTMENTS
SALE MANDATES-COMPANY PROPOSALS-SUCCESSION
BUY MANDATES-PARTICIPATIONS-INVESTMENTS
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
page 183 / 213
Transport sector Buy mandate
Region Europe
Industrial sector
Transportation of liquid foods
Title Large Dutch transportation company looking for targets in Europe.
Short description
Our client is a Dutch transportation company, which operates in the market for liquid foods.
The company is one of the leading Dutch operators in this industry and also has some loca-
tions throughout Europe.
In order to strengthen their activities the company is looking for targets in Europe.
Focus:
- Stand-alone company (profitable)
- Preferable located in Western / Eastern Europe (Southern Europe is of less interest)
- Companies with additional services like tank-cleaning activities, blending activities
or cold stores can also be of interest to our client.
Turnover € 5.0 – 35.0 Mio. (also larger companies could be of interest)
# employees (heads)
20 - 100
Engagement Just financial engagement
Just management
both
Reference Project LIQUID
Contact Willem Verhoeven
+31 (30)-2849 858
M&A-BULLETIN JUNE 2013
BUY MANDATES - PARTICIPATIONS - INVESTMENTS
SALE MANDATES-COMPANY PROPOSALS-SUCCESSION
BUY MANDATES-PARTICIPATIONS-INVESTMENTS
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
page 184 / 213
Verleih Übernahme
Region Europa
Titel Ausrüstungsverleih
Kurz- beschreibung
Diese Niederländische Firma ist einer der 100 weltweit grössten Verleiher von Ausrüstungen.
Das Unternehmen verleiht Maschinen und Werkzeuge an Bauunternehmen, Industrieunter-
nehmen und Privatpersonen.
Das Unternehmen ist ständig auf der Suche nach Europäischen Verleihern um diese zu er-
werben. Die Größe der Verleiher ist unwichtig. Von Gross bis Klein – alles ist möglich.
Referenz NR010K
Kontakt Albert Koops +31 (30) 28 49 867 [email protected]
M&A-BULLETIN JUNE 2013
BUY MANDATES - PARTICIPATIONS - INVESTMENTS
SALE MANDATES-COMPANY PROPOSALS-SUCCESSION
BUY MANDATES-PARTICIPATIONS-INVESTMENTS
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
page 185 / 213
Rest of the world
Adhesives and Sealants Buy-side Mandate
Region North America
Sector Chemicals
Title Multinational manufacturer of high-performance coatings, sealants and specialty chemicals, primarily for maintenance, repair and improvement applications seeking potential targets.
Short description
Management has identified the following focus points when considering targets:
GEOGRAPHIC FOCUS:
North America
Western and Eastern Europe
Emerging Markets
SEGMENT FOCUS:
Paint and Coatings
Sealants and Adhesives
Construction Products and Chemicals
FINANCIAL FOCUS:
Minimum Operating Margin of 15%
Gross Margin of approximately 40%
NON-FINANCIAL FOCUS:
Strong management team willing to continue
Strong branded products
Strong market position (#1 or #2) or market potential
Manufactured products where service, problem solving and performance are the defining
characteristics
Strong growth opportunities
Core business focused in the industrial segment
Category of turnover
N.A. – Please refer to minimum margins identified above.
# employees N.A.
Category of price
N.A.
Engagement just financial just management both
Reference Project Renovation
Contact Christopher Porter #1200 123 Front Street West Toronto, Ontario [email protected] Tel: +1 416 369-3062 Khal Ahsan #1200 123 Front Street West Toronto, Ontario [email protected] Tel: +1 416 775 7816
M&A-BULLETIN JUNE 2013
BUY MANDATES - PARTICIPATIONS - INVESTMENTS
SALE MANDATES-COMPANY PROPOSALS-SUCCESSION
BUY MANDATES-PARTICIPATIONS-INVESTMENTS
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
page 186 / 213
Chemicals manufacture and distribution Buy-side Mandate
Region Global
Industrial sector
Chemicals manufacture and distribution
Title International chemicals company seeking manufacturers and distributors of chemicals
Short description
This is a large corporate based in the UK looking to buy manufacturers and distribu-
tors of chemicals
Management continuity is essential as the business must operate post-acquisition as
a stand-alone business
Businesses of £5m+ EV would be considered
Category of turnover
£20 to 100m
# employees (heads)
n/a
Category of price
£5m+
Engagement just financial just management both
Reference NTSI-7ZTLUD
Contact Susannah Perkins +44 (0)121 352 6322 [email protected]
M&A-BULLETIN JUNE 2013
BUY MANDATES - PARTICIPATIONS - INVESTMENTS
SALE MANDATES-COMPANY PROPOSALS-SUCCESSION
BUY MANDATES-PARTICIPATIONS-INVESTMENTS
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
page 187 / 213
Distribution Buy-side Mandate
Region Western Europe. Targets outside Europe are also of interest, but should preferably be lo-
cated in: China, Thailand, Malaysia, Singapore, Turkey, Israel and South America.
Industrial
sector
Chemical or Food
Title Dutch international distributor of chemicals and food ingredients is looking for acquisition
targets.
Short
description
Looking for distributor of chemicals or functional ingredients. The target should, prefera-
bly, be a distributor with high added value services (like blending and / or repacking ser-
vices).
Category
of turnover
> EUR 15 mio.
# employees
(heads)
N.A.
Category
of price
EUR 10 – 100 mio.
Engagement just financial just management both
Reference Giant
Contact Willem Verhoeven
+31 (30)-2849 858
M&A-BULLETIN JUNE 2013
BUY MANDATES - PARTICIPATIONS - INVESTMENTS
SALE MANDATES-COMPANY PROPOSALS-SUCCESSION
BUY MANDATES-PARTICIPATIONS-INVESTMENTS
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
page 188 / 213
Electronic equipment and instruments Buy-side Mandate
Region North America
Industrial
sector
Electronic equipment and instruments
Title Manufacturer of electronic control and protection products for motors and pumps.
Short
description
Looking to acquire companies with the following characteristics:
Manufacturer of heavy duty smart electronic equipment and controls
Selling to OEMs, industrial and commercial
Preferably located in North America or Europe
Category
of turnover
CA$ 5.0 – 50.0 Mio.
# employees
(heads)
N.A.
Category
of price
N.A.
Engagement just financial just management both
Reference Project Control
Contact Christopher Porter
#1200 123 Front Street West
Toronto, Ontario
Tel: +1 416 369-3062
M&A-BULLETIN JUNE 2013
BUY MANDATES - PARTICIPATIONS - INVESTMENTS
SALE MANDATES-COMPANY PROPOSALS-SUCCESSION
BUY MANDATES-PARTICIPATIONS-INVESTMENTS
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
page 189 / 213
Electronics manufacture – sensors and controls Buyside
Region China, India, Americas, Europe
Industrial sector
Electronics manufacture – sensors and controls
Title Global manufacturer of performance critical electronics seeks acquisitions in sensing & con-trols
Short description
Acquisition criteria
Focus on “Sensing and Controls”
Markets: Transportation, industrial, energy, medical, aerospace, defence
Capabilities: Specific technology/product areas identified to strengthen current portfo-
lio
Sensor types: Pressure, Flow, Speed, Position, Level, Optical, Temperature, Fluid Con-
dition
o Technologies: Hall Effect, Magnetoresistive, MEMs, Piezoresistive, Infrared,
CMOS/BiCMOS, Resistive Thick/Thin film, NTC/PTC, Thermocouple
Controls types: Power modules, Control units,
o Technologies: IGBT, MOSFET, Mixed signal ASIC design, Circuit design & soft-
ware
Financial
Revenue >£10m but will look at smaller businesses if they have a stand-out technology
EBIT margin – minimum 8-10% (or potential to achieve in the short term)
Deal size – up to c.£100m on a cash basis
Category of turnover
Typically over £10m
# employees (heads)
n/a
Category of price
Up to £100m EV on a cash basis
Engagement just financial just management both
Reference NTSI-8ZKG4L
Contact Susannah Perkins Tel: +44 121 352 6322 [email protected]
M&A-BULLETIN JUNE 2013
BUY MANDATES - PARTICIPATIONS - INVESTMENTS
SALE MANDATES-COMPANY PROPOSALS-SUCCESSION
BUY MANDATES-PARTICIPATIONS-INVESTMENTS
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
page 190 / 213
Engineering in the nuclear sector Buyside
Region Global
Industrial sector
Nuclear engineering
Title Leading provider of support services to the global nuclear industry seeks nuclear engineer-ing targets
Short description
Leading provider of support services to the global nuclear industry. Covering new build,
nuclear fuel and nuclear decommissioning.
Company is looking to develop its nuclear engineering capability through acquisition.
Targets may focus on any area of the nuclear sector and be located in any country that
generates nuclear power.
Category of turnover
n/a
# employees (heads)
n/a
Category of price
£5m - £50m
Engagement just financial just management both
Reference Project Dave
Contact Nicola Gibbs +44(0)161 817 7558 [email protected]
M&A-BULLETIN JUNE 2013
BUY MANDATES - PARTICIPATIONS - INVESTMENTS
SALE MANDATES-COMPANY PROPOSALS-SUCCESSION
BUY MANDATES-PARTICIPATIONS-INVESTMENTS
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
page 191 / 213
Flavor and fine ingredients company Buy Side
Region Global
Industrial sector
Food
Title A multi-national rapidly growing flavor and fine ingredients company seeking for invest-ments opportunities in its field
Short description
The company is a multi-national company operating in the global flavor and fine ingredients
markets. It has significant production and development centers in three continents and
markets over 30,000 products to over 14,000 customers in more than 130 countries in five
continents. Its products are intended for the food, beverage, flavor, fragrance, pharmaceu-
tical, nutraceutical, health food, functional food, food additives and cosmetics industries.
The company employs approximately 1,900 people worldwide within two main activities: The Flavors Segment, which develops, produces and markets flavor compounds and food
systems.
The Fine Ingredients Segment, which develops, produces and markets natural flavor ex-
tracts, natural functional food ingredients, natural pharma/nutraceutical extracts, special-
ty essential oils, citrus products and aroma chemicals.
The company's products are produced in its plants in the US, UK, Switzerland, Germany,
Israel, China and Turkey. The Company’s global marketing organization includes branches in
Israel, the US, UK, Switzerland, Germany, Belgium, the Netherlands, Denmark, France,
Hungary, Romania, Russia, Ukraine, Kazakhstan, Belarus, Turkey, Brazil, Mexico, Costa Ri-
ca, China, Japan, Hong Kong, India and Indonesia. The Company also works through local
agents and distributors worldwide.
The company’s strategy combines rapid profitable organic growth with strategic acquisi-
tions. The company has a proven M&A track record with 32 successful acquisitions in the
recent years.
The company is seeking for investments opportunities in its field. Category of turnover
tbd
# employees (heads)
tbd
Category of price
USD 5-100 Million
Engagement just financial just management both
Reference Flavor and Fine ingredients
Contact Maya Idelson +972 (0)3 637 4870 (Tel) [email protected]
M&A-BULLETIN JUNE 2013
BUY MANDATES - PARTICIPATIONS - INVESTMENTS
SALE MANDATES-COMPANY PROPOSALS-SUCCESSION
BUY MANDATES-PARTICIPATIONS-INVESTMENTS
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
page 192 / 213
Food raw materials Buyside
Region Global
Industrial sector
Food
Title A leading European supplier of food raw materials is searching to invest in a leading compa-ny in that field
Short description
Established in 1940, The Company brings extensive expertise in refining nature’s raw mate-
rials - manufacturing fructose, glucose, natural high-fiber and protein ingredients, as well
as a range of sweetening blends, native and modified starches, pregelatinized starch and
cereals for baby food. In addition, the Company's Group subsidiaries represent leading in-
gredient suppliers, as well as producing high quality lipid-based biofunctional products.
Over the years the company has become specialists in the development and manufacturing
of proven and value-added ingredients for a broad range of applications.
The Company is one of only a handful of Crystalline Fructose manufacturers worldwide, is a
major EU supplier, and serves numerous customers globally.
The company's specialist blending facilities throughout Europe support food and beverage
manufacturers with customized sweetening blends that accelerate time-to-market and
streamline production.
The company's major fields of interest include :
Fructose, glucose producers
High-fiber and protein ingredients producers
Various starch application producers
Other food ingredients producers
Category of turnover
n.a.
# employees (heads)
n.a.
Category of price
USD 50 Million
Engagement just financial just management both
Reference Food raw materials industry
Contact Ron Wolman +972 3 636 8706 +972 52 3593 286 [email protected]
M&A-BULLETIN JUNE 2013
BUY MANDATES - PARTICIPATIONS - INVESTMENTS
SALE MANDATES-COMPANY PROPOSALS-SUCCESSION
BUY MANDATES-PARTICIPATIONS-INVESTMENTS
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
page 193 / 213
Food sector Buy-side Mandate
Region Benelux, Western Europe, Southern Europe, United States, Emerging Markets (Asia).
Industrial
sector
Food: trading & distribution; Secondary activities; No farming; Up to intermediate products
Title Trade and distribution of agricultural products
Short
description
International group of companies with its principal business in the trade and distribution of
agricultural products e.g. spices, dried fruits, nuts, tea, confectionary seeds, other food
ingredients.
Category
of turnover
> EUR 100 mio
# employees
(heads)
N.A.
Category
of price
> EUR 50 mio
Engagement just financial just management both
Reference COMMODITIES
Contact Caroline Jansen
+31 (30)-2849 887
M&A-BULLETIN JUNE 2013
BUY MANDATES - PARTICIPATIONS - INVESTMENTS
SALE MANDATES-COMPANY PROPOSALS-SUCCESSION
BUY MANDATES-PARTICIPATIONS-INVESTMENTS
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
page 194 / 213
Food sector Buy-side Mandate
Region Belgium, Netherlands, UK, France, Germany
Industrial
sector
Fresh Food packaging and cutting
Title Fresh food packaging and cutting
Short
description
The company is active in cutting and packing vegetables and fruits, specialised in ready-to-
cook vegetables, potatoes, fruits, fresh juices and convenient products.
Category
of turnover
> 100 mio.
# employees
(heads)
N.A.
Category
of price
€ 15 – 25 mio.
Engagement just financial just management both
Reference FRESH
Contact Mark Spetter +31 (0) 30 2849 854
M&A-BULLETIN JUNE 2013
BUY MANDATES - PARTICIPATIONS - INVESTMENTS
SALE MANDATES-COMPANY PROPOSALS-SUCCESSION
BUY MANDATES-PARTICIPATIONS-INVESTMENTS
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
page 195 / 213
Global Garment Hanger Company Buy side
Region World wide locations
Industrial sector
Suppliers to retailers/ plastic moulding industry
Title Global garment hanger company is looking for acquisitions
Short description
Garment hanger company, supplying goods to the world’s leading garment makers and re-
tailers, is looking for acquisitions. They design and produce plastic and wooden hangers.
Besides clothing hangers they design and produce accessorize hangers for footwear, ties,
scarves, belts, socks and swimwear. Production of advertising seals are also part of the
activities. They are looking for:
Suppliers to retailers with product like plastics bags, security seals, etc.
Plastic injection moulding companies e.g. plastic bottles, caps & closures, food trays
etc.
Global logistics, distribution, e-tailers, recycling companies
The company is looking for propositions with an attractive market size with a potential to
expand worldwide.
Category of turnover
€ 3 – 12 million EBITDA
# employees (heads)
n.a.
Category of price
n.a.
Engagement just financial just management both
Reference HANGAR
Contact Caroline Jansen +31 (0)30 -2849 887 [email protected]
M&A-BULLETIN JUNE 2013
BUY MANDATES - PARTICIPATIONS - INVESTMENTS
SALE MANDATES-COMPANY PROPOSALS-SUCCESSION
BUY MANDATES-PARTICIPATIONS-INVESTMENTS
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
page 196 / 213
Healthcare Manufacturing Buyside
Region USA/UK
Industrial sector
Healthcare Manufacturing
Title Manufacturer and distributor of healthcare products seeks targets in the same sector.
Short description
UK Company that is the market leading manufacturer and distributor of healthcare products
to Ostomy, Wound Care and related markets including Feminine Healthcare is looking to
acquire otomyand related manufacturers in USA.
Category of turnover
EUR 5-50M
# employees (heads)
n/a
Category of price
EUR 5-50M
Engagement just financial just management both
Reference VANILLA
Contact Barry-John Kelly +44(028) 9043 7262 [email protected]
M&A-BULLETIN JUNE 2013
BUY MANDATES - PARTICIPATIONS - INVESTMENTS
SALE MANDATES-COMPANY PROPOSALS-SUCCESSION
BUY MANDATES-PARTICIPATIONS-INVESTMENTS
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
page 197 / 213
Healthy food chain Buyside
Region Global
Industrial sector
Food
Title A global business company incorporating leading firms in the Israeli and world economy is in
searching to invest in a processing company part of the healthy food chain
Short description
The company's main fields of interest include healthy mass-produced basic vegetarian food-
stuffs such as rice, wheat, fruit and vegetables, as well as crop production.
Would prefer to invest in a processing company (and not a logistic company) because we
believe those companies have a valuable role throughout the food value chain. They are
responsible both for food quality and product safety. An efficient mill can reduce wastage
and increase yields, and thus assist in addressing the food supply constraints.
They are looking for a long term partnership in a company that can fit not only their re-
quired returns, but can also serve their vision and values such as sustainability, fair trade,
and social contribution.
Category of price
USD 50-150 Million
Engagement just financial just management both
Reference Food increase yields
Contact Ron Wolman +972 3 636 8706 +972 52 3593 286 [email protected]
M&A-BULLETIN JUNE 2013
BUY MANDATES - PARTICIPATIONS - INVESTMENTS
SALE MANDATES-COMPANY PROPOSALS-SUCCESSION
BUY MANDATES-PARTICIPATIONS-INVESTMENTS
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
page 198 / 213
Manufacturer of car cleaning products Buyside
Region Global
Industrial sector
Manufacturing
Title Manufacturer of car cleaning products seeks additional brands in car cleaning, household cleaning and DIY
Short description
Manufacturer of car cleaning and maintenance products and other related products.
The Company also has a division that operates as a distributor of automotive parts.
Company supplies throughout Europe and into Far East.
The business is looking to acquire car cleaning mainteance brands globally. It would
also consider household cleaning and DIY brands.
Category of turnover
n/a
# employees (heads)
n/a
Category of price
Up to £50m
Engagement just financial just management both
Reference Project Sheen
Contact Nicola Gibbs +44(0)161 817 7558 [email protected]
M&A-BULLETIN JUNE 2013
BUY MANDATES - PARTICIPATIONS - INVESTMENTS
SALE MANDATES-COMPANY PROPOSALS-SUCCESSION
BUY MANDATES-PARTICIPATIONS-INVESTMENTS
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
page 199 / 213
Manufacturer of electronic components / sensors Buyside
Region Global
Industrial sector
Manufacturing
Title Manufacturer of electonic components and sensors seeks bolt-on acquisitions
Short description
Manufacturer of electronic components, temperature and control sensors used in do-
mestic appliances, and control switches used in automotive engines.
Looking for acquisitions of manufacturers of electronic components.
Prefer companies that have some IP (no contract manufacturing). Would like to diversi-
fy customer base into other end markets.
Category of turnover
n/a
# employees (heads)
n/a
Category of price
Up to £5m
Engagement just financial just management both
Reference Project Tarka
Contact Chris Heatlie +44(0)161 817 7558 [email protected]
M&A-BULLETIN JUNE 2013
BUY MANDATES - PARTICIPATIONS - INVESTMENTS
SALE MANDATES-COMPANY PROPOSALS-SUCCESSION
BUY MANDATES-PARTICIPATIONS-INVESTMENTS
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
page 200 / 213
Manufacturer of engineered components Buyside
Region Global
Industrial sector
Manufacturer of mechanical power transmissions and motion control projects
Title International manufacturer seeing acquisitions of similar businesses, producing brakes, clutches and industrial couplings
Short description
This is an international business with good experience of making acquisitions
Seeking acquisitions of similar businesses
First priority is emerging markets, but the Company will consider any international business
Companies should be supplying into high value end markets, eg oil and gas (not au-tomotive or other vehicles sectors)
EV of £30-50m, up to £200m for the right opportunity, or smaller for a niche oppor-tunity
Category of turnover
£20 to 400m
# employees (heads)
n/a
Category of price
£20m+
Engagement just financial just management both
Reference NTSI-8MKH2V
Contact Susannah Perkins +44 (0)121 352 6322 [email protected]
M&A-BULLETIN JUNE 2013
BUY MANDATES - PARTICIPATIONS - INVESTMENTS
SALE MANDATES-COMPANY PROPOSALS-SUCCESSION
BUY MANDATES-PARTICIPATIONS-INVESTMENTS
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
page 201 / 213
Plastic Additives Buy Side
Region Global
Industrial sector
Plastic Additives
Title A leading international company that produces and markets additives for the plastics indus-
try is seeking for investments opportunities across Europe in its field
Short description
Established in 1986, The company is one is one of the leading manufacturers in Europe in the field of
additivesfor the plastics industry.
The company manufactures and markets a wide range of raw materials and additives for the plastics
processing industry.
The company employs 800 employees at 12 production and distribution sites including 2 sites in Ger-
many, 3 sites in Israel, and a single sites in Russia, Italy, France, Holland, Turkey, UK and Ukraine.
PlasticAdditive's product range:
•Color master batches for coloring the entire material range used in the plastics industry
• Additives for protection of sun radiation and damages
• Flame retardants for all polymers and all standards
• Additives for prevention of static electricity
• Additives for polymer foaming• Additives for stabilization and improvement of mechanic properties
• Procedure processing improvement additives
• Oxygen capturing additives
• Special effects and additives
• Degradable additives
• Bio-degradable master batch & additives
PlasticAdditive's product range is suitable for manufacturers in the following fields:
• Plastic sheets and boards for agriculture and industry
• BOPP sheets
• Foamed plastic products• Raffia film and fibers
• Injected plastic products
• Pipes of all types
Annual turnover in 2011 was ~$400M.
Category of price
USD 50 Million
Engagement just financial just management both
Reference PlasticAdditives
Contact Ron Wolman +972 3 636 8706 [email protected]
M&A-BULLETIN JUNE 2013
BUY MANDATES - PARTICIPATIONS - INVESTMENTS
SALE MANDATES-COMPANY PROPOSALS-SUCCESSION
BUY MANDATES-PARTICIPATIONS-INVESTMENTS
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
page 202 / 213
Oil and Gas Services Buy-side Mandate
Region Canada
Industrial sector
Oil and Gas
Title Mid-market focused Private Equity firm seeking potential targets in the Oil and Gas service
sector
Short description
Key considerations for potential targets:
Service sector side of the Oil and Gas industry only
EBITDA of US$2 - $20 million
Targets must have a unique and/or patented deliverable
Preference for targets that are cycle resistant
Preference for companies in multiple geographies with headquarter in one of the
following; North-America, Europe, Asia-Pacific (particularly Australia, Japan, New
Zealand)
Category of turnover
N.A. – Please refer to minimum EBITDA identified above.
# employees (heads)
N.A.
Category of price
N.A.
Engagement just financial just management both
Reference Project Sandbox
Contact Christopher Porter #1200 123 Front Street West Toronto, Ontario [email protected] Tel: +1 416 369-3062 Khal Ahsan #1200 123 Front Street West Toronto, Ontario [email protected] Tel: +1 416 775-7816
M&A-BULLETIN JUNE 2013
BUY MANDATES - PARTICIPATIONS - INVESTMENTS
SALE MANDATES-COMPANY PROPOSALS-SUCCESSION
BUY MANDATES-PARTICIPATIONS-INVESTMENTS
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
page 203 / 213
Software Solutions Buy-side Mandate
Region Canada
Industrial sector
Software
Title Developer of open-source Java based BIRT (Business Intelligence and Reporting Tools) seek-ing growth via strategic acquisitions
Short description
Looking to acquire companies with the following charactaristics:
Financial:
Revenue - CA$ 10 – 25 Mio.
Accretive within 12 months
Geography:
Europe, Canada, and International
Other Factors:
Seeking operating companies
Tax benefits of Net Operating Losses
Focus on financial services
Generates revenue from international sources
Not interested in distressed opportunities, targets with large amounts of VC fund-
ing, and early stage start-ups
Category of turnover
N.A.
# employees (heads)
N.A.
Category of price
N.A.
Engagement just financial just management both
Reference Project Smart-Solve
Contact Christopher Porter #1200 123 Front Street West Toronto, Ontario [email protected] Tel: +1 416 369-3062 Khal Ahsan #1200 123 Front Street West Toronto, Ontario [email protected] Tel: +1 416 775-7816
M&A-BULLETIN JUNE 2013
BUY MANDATES - PARTICIPATIONS - INVESTMENTS
SALE MANDATES-COMPANY PROPOSALS-SUCCESSION
BUY MANDATES-PARTICIPATIONS-INVESTMENTS
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
page 204 / 213
Steel Service Buyside
Region United States
Industrial sector
Steel Service
Title Project Ironside
Short description
A full-line steel service center committed to providing our customers a competitive choice
for all their steel needs since 1977.
Category of turnover
USD $5-$15 million
# employees (heads)
< 10
Category of price
n.a.
Engagement just financial just management both
Reference Project Ironside
Contact Jeffrey R. Manning 011 (212) 885-7396 [email protected]
M&A-BULLETIN JUNE 2013
BUY MANDATES - PARTICIPATIONS - INVESTMENTS
SALE MANDATES-COMPANY PROPOSALS-SUCCESSION
BUY MANDATES-PARTICIPATIONS-INVESTMENTS
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
page 205 / 213
Supply of capital equipment and after-sales servicing Buyside
Region Global (apart from Continental Europe).
Industrial sector
Materials handling
Title Dealer of materials handling equipment looking to acquire suppliers of capital assets that require maintenance.
Short description
Dealer of materials handling equipment looking to acquire suppliers of capital assets that
require maintenance.
• They see forklifts as “wheels, engines, hydraulics and electric” – any capital asset re-
quiring maintenance that fits this could be of interest.
• Assets mentioned: fire engines, crushers. Like complicated, expensive assets.
• Cash is “not an issue” and financials of the business are less of an issue than the key
criteria: an ethical business with quality management.
• Like time-critical contracts (can charge a margin)
• Don’t want a crane distributor – but would be interested in the aftermarket. Don't want
anything in the construction market; don't want plant hire
• Airports and ports: any maintenance provider in this setting could be of
est. Smaller ports of particular interest as these use forklifts rather than cranes.
• Transport operations – mentioned buses and baggage handling operations with signifi-
cant aftersales
Category of turnover
n/a
# employees (heads)
n/a
Category of price
Up to £100m EV
Engagement just financial just management both
Reference NTSI-93KFF9
Contact Susannah Perkins Tel: +44 121 352 6322 [email protected]
M&A-BULLETIN JUNE 2013
BUY MANDATES - PARTICIPATIONS - INVESTMENTS
SALE MANDATES-COMPANY PROPOSALS-SUCCESSION
BUY MANDATES-PARTICIPATIONS-INVESTMENTS
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
page 206 / 213
Supplier of surveillance and security systems Buyside
Region US, UK
Industrial sector
Access control software & CCTV
Title Supplier of integrated surveillance and security systems seeks acquisitions
Short description
Company provides installation of CCTV cameras and related software with a presence in
the UK, US and Far East.
Looking for targets related to CCTV, which could include systems integration opportuni-
ties.
Technology driven or software related businesses in the oil and gas sector would also be
of interest.
The US is the primary target country, will also consider the UK.
Category of turnover
n/a
# employees (heads)
n/a
Category of price
Up to £10m
Engagement just financial just management Both
Reference TBRS-7U7JMX
Contact Susannah Perkins +44 (0)121 352 6322 [email protected]
M&A-BULLETIN JUNE 2013
BUY MANDATES - PARTICIPATIONS - INVESTMENTS
SALE MANDATES-COMPANY PROPOSALS-SUCCESSION
BUY MANDATES-PARTICIPATIONS-INVESTMENTS
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
page 207 / 213
Targets with future-oriented Buy side / investment
Region Europe (preferred Austria, Germany, Switzerland), North America
Industrial sector
Automotive safety, (precision) engineering & technology
Title Seeking investment opportunities automotive safety or other innovative industry
Short description
An Austrian privately owned group of companies is looking to expand its business. The group is cur-rently engaged in the following two main areas of business which produce a variety of products for different industries: automotive safety systems and precision technology. Its main operations include plastic moulding, punching and die cutting, fine mechanics, pyrotechnics and precision technology. The group is seeking investment opportunities fulfilling the following criteria:
■ The company the investment is to be made in should either be engaged in the same area of business as the investor or at least complement the group’s lines of business. i.e. it should also be a manufacturing company either producing the same products or being engaged in upstream or downstream industries. Alternatively, the company is also interested in future-oriented tech-nology products, which are suitable for series production.
■ It is essential that the target is not merely engaged in trading but in manufacturing.
■ In general, the company should target a niche (with at least the potential to be the market leader in this niche) or should make unique propositions to its customers. In other words the in-vestor is not looking for mass production of commodities. The investor is particularly interested in supporting future-oriented industries, engaged in the production of electronic devices, envi-ronmental technologies, energy or similar.
■ The company should either be based in the so-called DACH-region (Germany, Austria, Switzer-land), rest of Europe or in North America. Depending on where the company is based, the group has defined further restraints on the target:
A potential target in North America should definitely not be engaged in any other but the automotive safety industry. Furthermore, it needs to be an existing and operating company including a management team.
The industries in the DACH-region and rest of Europe can range from automotive, clean technology to medical or any other future-oriented technology. Investments in the DACH-region are even possible into companies with restructuring needs. Important for companies in the DACH-region is that the investor may also take over management functions.
Category of turnover
EUR < 100 mio.
Category of price
EUR 10 bis 25 mio.
Engagement just financial just management both
Reference Project PEARL
Contact Doris Nöhrer +43 1 537 37 662 [email protected]
M&A-BULLETIN JUNE 2013
BUY MANDATES - PARTICIPATIONS - INVESTMENTS
SALE MANDATES-COMPANY PROPOSALS-SUCCESSION
BUY MANDATES-PARTICIPATIONS-INVESTMENTS
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
page 208 / 213
Thermal engineering Buyside
Region Global
Industrial sector
Engineering
Title Supply & installation of combustion technology and heat transfer technology – seeks new division
Short description
Group companies are founded on technology, with competitive edge on I.P., technical
capability and/or applications experience.
Company is seeing acquisitions in 2 key areas
o Heat Transfer, Combustion and Refractory
Grow existing businesses through the integration of technology or
smaller companies, or by acquiring complimentary standalone business-
es.
UK, USA, Europe, and possibly India, Brazil, Russia, China with potential
to expand globally
o New Division
Create another division also based on I.P., technical capability and/or
applications experience but in a different technical and/or industrial
sector.
The business will have a minimum £1m EBIT.
Established management team should remain with the business.
UK, USA, Europe, and possibly India, Brazil, Russia, China with potential
to expand globally
Up to £20m EV
Category of turnover
Up to £10m
# employees (heads)
n/a
Category of price
Up to £20m
Engagement just financial just management both
Reference ICUS-7PNFXR
Contact Susannah Perkins +44 (0)121 352 6322 [email protected]
M&A-BULLETIN JUNE 2013
BUY MANDATES - PARTICIPATIONS - INVESTMENTS
SALE MANDATES-COMPANY PROPOSALS-SUCCESSION
BUY MANDATES-PARTICIPATIONS-INVESTMENTS
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
SWITZERLAND, GERMANY, AUSTRIA, LIECHTENSTEIN
REST OF EUROPE & MEDITER-RANEAN
REST OF THE WORLD
page 209 / 213
Transformer Manufacturing Company Buy mandate
Region Asia
Industrial sector
Transformer Manufacturing
Titel India Based Transformer and Electricals Manufacturing Company
Short description
About the Acquirer: The acquirer is engaged in the manufacture of a range of transformers
including both power and distribution transformers. In the last ended financial year, the
company had a turnover of over USD 100 million with an EBITDA margin of ~10%. Facility
Target Details:
Type: Manufacturing facility for Power Transformers (if the target has other electrical
products along with power transformers such as switch gears, motors, etc, that’s also fine)
Capacity Range: 66kVA to 130kVA. They are happy to look at higher capacities i.e. 220 kVA
as well
End use: Power grids, utilities, industries, projects
Target Size: Medium sized companies i.e. turnover of at least USD 20 mm
Other specifications: Must have land for expansion. Must be a running facility with man-
power, etc.
Category of price
Acquirer: Over 100 mio. USD; Target: Over USD 20 mio.
Engagement just financial engagement
just management
both
Reference Project Anew
Contact Ms. Asawari Salvi +91 22 6672 9608 [email protected] Ms. Pria Tanwar +91 22 66729711 [email protected]
M&A-BULLETIN JUNE 2013
CONFIDENTIALITY
page 210 / 213
CONFIDENTIALITY
During an M&A process, the strictest discretion and secrecy is expected from all participants. Only in this way
all interests and rights of the involved parties can be protected adequately.
All BDO member firms publishing projects in the M&A-Bulletin of BDO, commit to the following points:
To keep all contacts and negotiations as well as the contents of such negotiations in the strictest confidence
from third parties; this also remains valid after the termination of the negotiations.
To keep all confidential information manifested to partner companies confidential and to make the neces-
sary arrangements to avoid unauthorized access to the documents.
To use none of the information regarding the financial and technical status of the enterprise as well as all
remaining data either for own purposes or for purposes of third parties in any way.
To return all the information received in written form as soon as the end of the negotiations has been de-
termined.
M&A-BULLETIN JUNE 2013
OUR M&A-SERVICES
page 211 / 213
Our services within M&A
Sale of a
small size enterprise
Sale of a
mid size enterprise
Sale / Spin-off / Devestment AMA- Sale out of a
distressed situation
• Enterprise value:
< EUR 3 Mio.
• Succession reason
• Often tax driven
• Enterprise value:
EUR 3 Mio. to 30 Mio.
• To realize synergies and to
maximise value
• Enterprise value:
> EUR 30 Mio.
• Focus on strategic aspects
• Short timeframes for
transaction
• AMA – Accellerated
M&A Sale
Active search Passive search MBO, MBI, LBO
• Professional buyer
• Active search
• With tightly defined
acquisition criteria
• Semi professional buyer
• Passive search
• With broad or ill-defined
acquisition criteria
• Become an entrepreneur by
management buyout
Debt and mezzanine raising Equity raising
• Often in connection with
growth phases or
restructuring
• Corporation needing
financing for start-up,
growth, entry into new
markets etc.
Merger / Alliance /
Joint Venture
Financial model build Financial model review
• Growth strategy
• Expansion into new markets
• Expansion into new vertical
product-chain level
• Providing bespoke decision
making tolls for business
success
• Independent auditing of
the financial model
M&A-Sale
projects
M&A-Buy-
projects
Financing
companies
and
projects
Strategic
Options &
Financial
models
M&A-BULLETIN JUNE 2013
CONTACT INFORMATION
page 212 / 213
CONTACT INFORMATION
For further information regarding the projects published in this M&A-Bulletin, simply send us an email, fax, write or contact us by phone. You will find the contact details of the responsible project managers in the project de-scription. If you have general questions or enquiries as to further services of BDO International, the M&A contact persons in your region will be at your disposal. Please find the names and addresses on the last page of this M&A-Bulletin.
M&A-BULLETIN JUNE 2013
OUR CORPORATE FINANCE-TEAM WORLDWIDE
page 213 / 213
OUR CORPORATE FINANCE-TEAM WORLDWIDE
Country City Corporate Finance contact-person
Argentina Buenos Aires Fernando Garabato [email protected]
Austria Vienna Doris Nöhrer [email protected]
Australia Sydney Sebastian Stevens [email protected]
Belgium Brussels Johan Vandenbroeck [email protected]
Brazil Sao Paulo Mauro Johashi [email protected]
Bulgaria Sofia Soren Sorensen [email protected]
Canada Windsor Ronald St. Pierre [email protected]
Cyprus Nicosia Karlos Zangoulos [email protected]
Czech Republic Prague Vlastimil Hokr [email protected]
Denmark Copenhagen Jakob Sand [email protected]
Estonia Tallinn Mai Lan Ever [email protected]
Finland Helsinki André Kumlander [email protected]
France Paris Stephane Hincourt [email protected]
Gibraltar Gibraltar Desiree McHard [email protected]
Germany Düsseldorf Axel Maack [email protected]
Greece Athens Vrasidas Damilakos [email protected]
Hong Kong Hong Kong Kenneth Yeo [email protected]
Hungary Budapest Zoltan Gerendy [email protected]
India Mumbai Zulfiqar Shivji [email protected]
Ireland Dublin Katharine Byrne [email protected]
Isle of Man Douglas Bernard Galka [email protected]
Israël Tel Aviv Miki Berkovich [email protected]
Italy Florence Francesco Ferragina [email protected]
Japan Tokio Murakami Masaru [email protected]
Jersey St Helier Richard Arthur [email protected]
Latvia Riga Reinis Šembelis [email protected]
Liechtenstein Zurich Werner Schiesser [email protected]
Lithuania Kaunas Virginija Sireviciene [email protected]
Luxembourg Luxembourg Guy Hornick [email protected]
Malaysia Kuala Lumpur Mok Yin Chew [email protected]
Malta Msida John A. Psaila [email protected]
Mauritius Port Louis Thierry Montocchio [email protected]
Netherlands Utrecht Diederik Eggink [email protected]
Norway Oslo Ingve Halvorsen [email protected]
Poland Warsaw Sebastian Kaczmarski [email protected]
Portugal Lisbon José Soares Barroso [email protected]
Romania Bucharest Sorin Caian [email protected]
Russia Moscow Alexander Verenkov [email protected]
Serbia-Montenegro Belgrad Uros Camilovic [email protected]
Singapore Singapore Ross Y. Limjoco [email protected]
Slovak Republic Bratislava Tibor Sumsky [email protected]
Slovenia Ljubljana Andrej Marinc [email protected]
Spain Barcelona Oriol Tapias [email protected]
Sweden Stockholm Lennart Persson [email protected]
Switzerland Lucerne Marek Franke [email protected]
Turkey Istanbul Haluk Kaptanoglu [email protected]
Turkmenistan Ashkabad Omur Gunel [email protected]
Ukraine Dniepropetrovsk Alla Savchenko [email protected]
Unit. Arab Emirates Dubai Jon Breach [email protected]
United Kingdom London Peter Hemington [email protected]
United Kingdom Birmingham Susannah Perkins [email protected]
United States Boston Bob Snape [email protected]