TC company presentation short

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| 1 © Transaction Consulting Copyright 2016 Proprietary and Confidential Boutique Advisory Firm with ample experience in consulting, buying and selling businesses as well as IPO-and trade-sale preparation based in Zurich January 2017

Transcript of TC company presentation short

| 1© Transaction Consulting Copyright 2016 Proprietary and Confidential

Boutique Advisory Firm with ample experience in consulting, buying and selling businesses as well as IPO-and trade-sale preparation based in Zurich

January 2017

| 2© Transaction Consulting Copyright 2016 Proprietary and Confidential

Transaction Consulting is a Boutique Advisory Firm

Our typical clients are

Our typical projects are

• Businesses operating in technology sector, particularly companies at growth stage.

• Financial sponsors (typically private equity and venture funds).• Corporates seeking to grow their business via investment or acquisitions.• Fast growing companies planning IPO or trade-sale.• Entrepreneurs and high-net-worth individuals wanting to expand or sell

their business and need advice for structuring and succession planning.

• Growth Strategies with our superior sector knowledge which include Strategy, Business plan and first round execution.

• Small- and Mid-cap M&A transactions, both selling and buying, for which our clients value the combination of deep sector / strategic knowledge and pragmatic working methodology.

• We are frequently engaged as workbench supporting corporate strategy and M&A departments of leading corporates with specific Due-Diligence modules.

• IPO- and trade-sale preparation incl. steering the entire process as project manager together with internal staff and departments. Advantage: enables executive management to focus on the daily business and investor relations.

• Advise and execution of structuring, succession planning and Fiduciary Services for entrepreneurs and high-net-worth individuals.

About us

• Transaction Consulting is a Boutique Advisory Firm with ample experience in consulting, buying and selling businesses as well as IPO-and trade-sale preparation.

• The Company was founded in 2010 by Marcus Garbe and is based in Zurich.

• We work primarily in the technology sector and speak our clients’ language of business. The value for our clients is our work as interface and „translator“ to the benefit of our clients.

• Significant experience in working with entrepreneurs and high-net-worth individuals.

• We provide superior service thanks to our experienced senior team (each 20+ years experience), entrepreneurial spirit and extensive network.

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Our Services

Strategy

• We advise corporates and entrepreneurs operating in the technology sector particularly at growth stage.

• Growth Strategy projects based on our superior sector knowledge including strategy advisory, development of business plans and first round execution.

• We are pragmatic about methodology but passionate about business. We understand our clients’ business and get deeply involved in their specific business issues.

• Based on our quantitative working methods we develop sustainable strategies, which secure a long run business orientation, even in dynamic competitive environments.

Transaction Advisory

• We assist companies and entrepreneurs with growth funding, M&A as well as IPO- and trade-sale preparation.

• We are frequently engaged as a workbench, supporting corporate strategy and M&A departments of leading corporates with specific Due-Diligence modules.

• IPO- and trade-sale preparation incl steering the entire process as project manager together with internal staff and departments. Advantage: enables executive management to focus on the daily business and investor relations.

• Advise and execution of structuring, succession planning and Fiduciary Services for entrepreneurs and high-net-worth individuals.

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Core activities, sectors and selected clients*

• Organizational and process audit (IT / E-Commerce) for a leading Swiss retailer.

• Trade sale WTV CH AG Swisscom Event & Media Solutions AG.• Positioning and Options for market entry, in a growth initiative for a

subsidiary of a Swiss Blue-Chip company. • Detailed Business plan and partner portfolio (Growth initiative to

boost revenues x3 until 2020) of a Swiss Blue-Chip company.

Entertainment &Ticketing

• Strategy, portfolio optimization and growth initiative for a subsidiary of a Swiss Blue-Chip company (growth initiative to boost revenues x4 until 2020).

• Trade sale Starticket Tamedia AG• Joint Venture Reservix AdTicket• Asset deal Ticketportal (B2C) Starticket

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Digital Transformation

IPO- and trade-sale preparation and execution

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• Symetis (medtech): IPO-preparation.• PharmaSwiss (specialty pharma) Valeant (EUR 350m)

following IPO-preparation.• BRAHMS (diagnostics) Thermo Fisher (EUR 330m).• Osmotex (electroosmotic membrane): Board member.

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*= In general Transaction Consulting works under strict confidentiality. The above transacions and projects have been closed and are already publicly known.

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Experienced senior team with ample experience and specific sector background

. • 20 + years experience from leading venture capital and audit firms as well as venture capital financed companies.

• Expert in IPO- and trade-sale preparation and execution.• Worked for Deloitte, Ernst & Young, HBM Partners and Symetis.• Studied at NHH Bergen, Norway.

Lars-Kristian BråtenAssociate Partner MBA and State Authorized Public Accountant (Norway)[email protected]

.• 20 + years experience as Managing Director, entrepreneur and consultant.• Expert in Entertainment & Ticketing, Digitalization & New Mobility.• Worked for ifo-institute, Roland Berger & Partner, argonauten / Grey Global,

REPLY, Ticketcorner, founded diverse Start-ups. • Studied Business Administration and Economics in Hamburg, Cologne, Barcelona

and Cambridge (USA).

Dr. Marcus GarbeManaging Partner & FounderGraduate Business Administration and PhD [email protected]

. • 20 + years experience as CFO, Tax Advisor and Auditor.• Automotive Industry Expert and Expert in audits for SMEs to provide internal and

external reporting, including IFRS and US GAAP.• Worked for Haarmann Hemmelrath, Arthur Andersen, PWC (CZ), Muhr und Bender

(CZ).• Studied Business Administration in Tubingen.

Christian SöderAssociate Partner Graduate Business Administration, Certified German Tax Advisor and [email protected]

.Anna-Marie Garbe-DanuserPartner & Finance / Admin. Certified Fiduciary, Adv. Federal Diploma of Higher [email protected]

. • 20 + years experience as Consultant and project manager.• Expert in Strategy and Organization in the media industry.• Worked for Roland Berger & Partner, Eversmann & Partner, Dr. Michael

Taeger & Partner, dpa Deutsche Presse-Agentur• Studied Industrial Engineering in Hamburg.

Michael EisenbergSenior AdvisorGraduate Industrial [email protected]

• 25 + years experience in Swiss and international taxation and structuring.• Active Member of IFA and Treuhand Suisse.• Expert in Advising international high-net-worth individuals and corporates in the

fields of structuring and succession planning.• Worked for Credit Suisse Trust, KPMG, LGT Trust, Credit Suisse (Deutschland)

AG, Quadris AG

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Back-office and Contact

Office ZurichTransaction Consulting GmbH | Lavaterstrasse 103 | CH-8002 ZürichT : +41-43-817 69 63 | F : +41-43-817 69 [email protected] | www.transaction-consulting.com

Nikolai KvammeJunior [email protected]• Bachelor’s Degree in

Business Administration at Bocconi (Milan)

• Major in Finance

Arbnor BekiriJunior [email protected]• Bachelor’s Degree in

Business Administration• Experience at a Technology

Venture Fund