Structured development of the Transaction Consulting / M&A division: Responsible for conceiving, implementing, and continuously enhancing the Transaction Consulting/M&A division within the organization. The goal was to establish a clear service portfolio, put in place standardized project processes, and position the division as an internal and external expert center for transaction advisory. This included building suitable resource and competence structures, selecting relevant tools and databases, and defining interfaces with related business areas.
Leading strategic projects in close collaboration with cross-functional teams: Steering and executing complex strategic projects involving various departments (e.g., legal, finance, tax, business development, IT). Project goals were defined with stakeholders, milestones planned, project teams coordinated, and results systematically prepared. A special focus was on ensuring smooth communication, managing different interests, and establishing agile ways of working in sometimes traditionally structured environments.
Advising business units on strategic and operational M&A topics: Supporting internal departments and leadership levels on M&A-related questions, both at the strategic level (e.g., market positioning, transaction strategy, defining goals) and operational level (e.g., preparing due diligence processes, valuing targets, or deal readiness). The advisory work also covered developing concrete recommendations for action and implementing jointly defined measures in day-to-day operations.
Identifying optimization potentials and developing internal business areas: Analyzing existing processes, structures, and interfaces with the aim of identifying efficiency gains and developing practice-oriented optimization measures. This included introducing standardized procedures for the pitch and mandate process and improving internal communication flows. The results led to a sustainable increase in service quality and stronger integration of Transaction Consulting into the overall context of the organization.
Continuous market and competitor monitoring and identifying business opportunities: Regular analysis of market trends, deal volumes, competitor activities, and regulatory developments to detect relevant changes in the M&A environment early. The aim was to identify new business opportunities at an early stage, particularly concerning industry trends or disruptive business models. The insights fed into strategic decision-making processes and were used to develop new consulting offerings or target customer approaches.
Conducting strategic target group analyses: Systematic collection and evaluation of information on defined target groups (e.g., private equity, strategic investors, mid-sized companies, international clients) with the aim of understanding specific needs, decision-making processes, and expectations. The results were used to continue developing the consulting portfolio in a targeted manner, make acquisition activities more efficient, and optimize customer outreach based on data.
Project work, management, and leadership in national and international initiatives:
Leading and participating in department- and firm-wide projects at both national and international levels, focusing on operational and strategic issues.
Project to implement a data hub for efficient and secure use and international exchange of financial data between country entities.
Project to strengthen relationships with M&A intermediaries, focusing on small and medium-sized enterprises (SMEs) as strategic partners in the transaction environment.
Building and maintaining relationships with investment firms, in particular private equity firms, family offices, and corporate holdings focused on mid-sized companies.
Project to acquire IPO mandates by screening private equity portfolios (large cap) and analyzing venture capital financing rounds in the German market.
Initiative to identify publicly listed companies with the aim of uncovering cross-selling potentials in equity and capital markets law.
Project to promote international knowledge sharing among corporate lawyers for professional development and standardization of practices.
Building international relationships with investment banks as part of a cross-selling project to win mandates in the M&A environment.
Analyzing strategic “lighthouse deals” for internal review and knowledge transfer within the firm.
Preparing a report on gaming, cryptocurrencies, and M&A, including market and transaction analyses as well as legal implications.
Strategic development and business development in the Corporate / M&A area:
Assuming extended responsibility for the further development of the business area, especially through strategic management of (sub-)projects in national and cross-border transactions, including coordination of work packages, deadline management, and interface communication between clients, advisors, and investors.
Strategic identification and systematic building of long and short lists of potential acquisition targets (target screening), including evaluating financial performance, strategic fit, synergy potential, and readiness to transact.
Creating pitch books, teasers, information memoranda, and management presentations tailored to the respective target group (e.g., investors, executive management, buyer side).
Proactively reaching out and managing relationships with strategic and financial investors, maintaining existing networks and targeting potential prospects.
Reviewing, adjusting, and negotiating confidentiality agreements (NDAs) to legally secure sensitive project information.
Organizing and supporting due diligence processes, including preparing relevant documents, managing information flow, and assisting the client with any content-related questions.
Analyzing and evaluating incoming indicative offers, especially considering financial, strategic, and legal aspects to prepare decision-making materials.
Supporting the creation and review of transaction-related contract documents, especially in the context of share purchase agreements (SPA), in close coordination with legal advisors.
Independently conducting comprehensive market, company, and competitor analyses as a basis for strategic decisions, investment cases, or client presentations.
Building and continuously maintaining client relationships through structured communication, personal support, and developing individual solution proposals.
Conducting company valuations using comparable company analysis and comparable transaction analysis to determine ranges for purchase price negotiations.
Implementing and optimizing a CRM database to systematically structure M&A processes and make tracking business development activities more efficient.
Regular use of professional databases such as Capital IQ, Markus, and virtual data rooms (e.g., Merrill, Firmex) for research, analysis, and managing transaction-related processes and project management.
Coordinating and preparing research reports and market analyses, including competitor monitoring, company analyses, and industry trends.
Organizing and participating in national and international business development events for mandate acquisition and network maintenance.
Preparing and managing national and international reporting to support the strategic steering of business areas.
Writing contributions for legal handbooks, rankings, and submissions, including coordinating content with different departments.
Managing cooperation partners, such as international law firms, M&A intermediaries, and sponsorship partners.
Advising business units on strategic and operational questions, for example in positioning strategies or proposal processes.
Continuously monitoring market developments, identifying potential business opportunities, and developing concrete measures for business expansion.
Creating and providing content for marketing and communication purposes, such as brochures, flyers, lawyer profiles, and website content.
Coordinating target, business, and budget planning for the business areas in close cooperation with specialist and management levels.
Participating in acquisition meetings and client presentations, including conceptual preparation.
Designing and executing national and international B2B marketing campaigns in close alignment with internal stakeholders.
Contributing to recruiting efforts, including conducting interviews, pre-screening candidates, and onboarding processes.
Planning and delivering internal expert talks and training sessions to promote interdisciplinary knowledge sharing within the firm.
Steering (sub-)projects in national and cross-border transaction processes, including coordinating work packages, deadline management, and interface communication between clients, advisors, and investors.
Strategic identification and systematic building of long and short lists of potential acquisition targets (target screening), including evaluating financial performance, strategic fit, synergy potential, and readiness to transact.
Creating pitch books, teasers, information memoranda, and management presentations tailored to the respective target group (e.g., investors, executive management, buyer side).
Proactively reaching out and managing relationships with strategic and financial investors, maintaining existing networks and targeting potential prospects.
Reviewing, adjusting, and negotiating confidentiality agreements (NDAs) to legally secure sensitive project information.
Organizing and supporting due diligence processes, including preparing relevant documents, managing information flow, and assisting the client with any content-related questions.
Analyzing and evaluating incoming indicative offers, especially considering financial, strategic, and legal aspects to prepare decision-making materials.
Supporting the creation and review of transaction-related contract documents, especially in the context of share purchase agreements (SPA), in close coordination with legal advisors.
Independently conducting comprehensive market, company, and competitor analyses as a basis for strategic decisions, investment cases, or client presentations.
Building and continuously maintaining client relationships through structured communication, personal support, and developing individual solution proposals.
Conducting company valuations using comparable company analysis and comparable transaction analysis to determine ranges for purchase price negotiations.
Implementing and optimizing a CRM database to systematically structure M&A processes and make tracking business development activities more efficient.
Regular use of professional databases such as Capital IQ, Markus, and virtual data rooms (e.g., Merrill, Firmex) for research, analysis, and managing transaction-related processes.
Buy-Side – support for the entire transaction process (buyer side):
Preparing key process documents such as kick-off presentations, teasers for potential strategic and financial buyers, status reports for the outreach process, and short profiles of selected target companies.
Identifying potential acquisition targets through structured long-list research and presenting the results in clear documentation.
Independently approaching potential targets via email, phone, and in-person meetings to explore possible transaction interests.
Participating in site visits with the target company's management to assess operational and strategic fit potentials.
Assisting in various client meetings, including kick-off meetings, long-list workshops, and roadshow events to present target companies.
Developing and applying valuation models, e.g., comparable company analysis and comparable transaction analysis, to determine price ranges for purchase negotiations.
Structuring and drafting letters of intent (LOIs) as preparatory steps for the next transaction phase.
Sell-Side – support for the entire transaction process (seller side):
Executing sell-side mandates (for strategic and financial clients), maintaining close client interaction throughout all phases of the M&A process.
Creating concise project teasers for targeted outreach to potential buyers.
Developing long and short lists of potential strategic and financial buyers, including analysis and presentation in slides.
Financial modeling based on integrated planning calculations, including focus on working capital and cash flow forecasts; performing financial analyses and net debt calculations.
Writing comprehensive information memoranda and organizing and conducting Q&A sessions with interested buyers.
Evaluating and comparing incoming indicative offers, including qualitative assessment and strategic classification.
Preparing management presentations and organizing site visits for potential targets.
Coordinating the due diligence process, including data room management, Q&A rounds, and communication with external advisors (lawyers, banks, financial advisors).
Preparing presentations for corporate bodies, status updates on the transaction process, and analyses of binding bids received.
Business Development – support in mandate acquisition:
Actively contributing to acquiring new mandates, including participating in client meetings with the sector lead.
Maintaining existing client relationships and building new business contacts through targeted communication and personalized outreach.
Conducting market and industry analyses to support business development, particularly in mechanical engineering, plant engineering, and food and pharmaceutical machinery industries.
Designing and preparing pitch materials to present the service portfolio during client meetings.
Performing research and creating presentations and supporting marketing materials for company and project introductions.
Cold calling to schedule initial meetings for company presentations and showcasing the M&A service portfolio.
Participating in building a new business unit in mechanical engineering together with the responsible sector lead.
Supporting a merger of two mid-sized industrial companies with a transaction volume of around EUR 20 million, including support in strategic and organizational planning and coordination of individual work packages in the transaction process.
Analyzing tax implications in corporate transactions considering different acquisition types (share deal and asset deal) and legal structures (corporations and partnerships); preparing a comparative summary as a decision basis for clients.
Independently conducting market, company, and competitor analyses to prepare strategic investment decisions, including presenting findings in structured presentations and reports.
Targeted information gathering using professional financial databases such as LexisNexis and MergerMarket to identify industry trends, transaction data, and competitor information.
In-depth research on company structures and key figures, for example to value target companies, identify relevant ownership relationships, or prepare for due diligence processes.
Creating engaging and informative corporate presentations for clients, e.g., to introduce target companies, document project progress, or support strategic decision-making.
Evaluating investment and participation projects, including economic feasibility checks, market assessments, and chance-risk analyses to support client decisions.
Writing professional company exposés and information memoranda for transactions (sell-side and buy-side), including coordinating with departments and advisors.
Structuring pre- and post-meeting processes for client meetings, including preparing discussion guides, presentation materials, minutes, and following up on defined actions.
Designing and developing seminar materials and technical documentation for internal and external M&A training, particularly to convey complex transaction processes.
Participating in an M&A seminar to deepen relevant legal, tax, and strategic knowledge in the transaction environment.
Strategic thinker and efficient project manager with an excellent track record. I spot problems quickly, develop suitable solutions, and implement them consistently. I learn new things fast, have high standards for results, and am valued as a reliable team player. I deliver reliably.
I have over 10 years of professional experience in strategy, M&A, business development, and digital transformation, combined with strong project and stakeholder management skills.
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