ipontix-beratungsspektrum

One Team. Many Solutions.

Consulting Spectrum

IPONTIX dedicates all efforts towards achieving a sustainable growth situation for the foreseeable future. This is our belief, when we talk about successful financing for medium-sized businesses and family owned companies.

With our business fields of Mergers & Acquisitions (M&A), equity and debt financing, as well as capital market consulting, we are covering a broad spectrum of corporate finance solutions to find the exact solution for almost any company and situation. We intentionally call this “Strategic Corporate Finance Consulting”.

Company Valuation is at the heart of any transaction and represents the only measurable economic decision criteria. We offer this step as an entry and basis for all subsequent decisions. A professional valuation opinion sets the framework for different corporate finance alternatives.

Besides valuation IPONTIX is a partner in single process modules like the successful organization of a due diligence process.

Equity Advisory

When it comes to equity financing the IPONTIX specialists determine which strategy fits most, i.e. a minority participation or a capital increase including the sale of a majority in the shares of the company. We are looking to find the right equity investors and prepare the documentation for the transaction process.

With expansion financing and ownership successions (including MBO/MBI), it is necessary to structure the equity and dept components individually, to coordinate suitable investors and creditors, and combine them in a so called “Club”.

We have access to an exceptional network of international finance investors as well as family offices. We put an enormous amount of effort and experience into finding the right strategic investor for your special company. We therefore use our network into German and Swiss Family offices and equity investors and select along different criteria such as style, sector experience, supporting network and track record.

IPONTIX is a leading address for individual mezzanine structures.

When it comes to equity financing the IPONTIX specialists determine which strategy fits most, i.e. a minority participation or a capital increase including the sale of a majority in the shares of the company. We are looking to find the right equity investors and prepare the documentation for the transaction process.

With expansion financing and ownership successions (including MBO/MBI), it is necessary to structure the equity and dept components individually, to coordinate suitable investors and creditors, and combine them in a so called “Club”.

We have access to an exceptional network of international finance investors as well as family offices. We put an enormous amount of effort and experience into finding the right strategic investor for your special company. We therefore use our network into German and Swiss Family offices and equity investors and select along different criteria such as style, sector experience, supporting network and track record.

IPONTIX is a leading address for individual mezzanine structures.

Mergers & Acquisitions

Each M&A process is a complicated and time-consuming effort. IPONTIX is supporting you at every single step from strategic targeting over valuation towards signing the final contract.

For many medium-sized businesses, the M&A topic is of crucial importance. It is sometimes connected to ownership succession situations at family run businesses. In addition, active, long-term and strategic purchase mandates are essential components of the growth strategy for our clients.

M&A consultancy comprises:

  • Sell Side M&A
  • Buy Side M&A
  • Structuring of MBO transactions

IPONTIX is specialized to find integrated solutions, i.e. preparing an M&A transaction including the structuring of the necessary financing options on the debt and equity sides.

Each M&A process is a complicated and time-consuming effort. IPONTIX is supporting you at every single step from strategic targeting over valuation towards signing the final contract.

For many medium-sized businesses, the M&A topic is of crucial importance. It is sometimes connected to ownership succession situations at family run businesses. In addition, active, long-term and strategic purchase mandates are essential components of the growth strategy for our clients.

M&A consultancy comprises:

  • Sell Side M&A
  • Buy Side M&A
  • Structuring of MBO transactions

IPONTIX is specialized to find integrated solutions, i.e. preparing an M&A transaction including the structuring of the necessary financing options on the debt and equity sides.

Debt Advisory

IPONTIX develops and structures exactly fitting debt financing solutions. We value all available parts of the financing puzzle, choose the right partners and fit them together. An optimized capital structure shall be the result of such a process. This is part of securing long term success for companies and entrepreneurs.

While the owner and management are concentrated on operating issues, IPONTIX is dealing with the financing. This includes professional documentation as Banking Memorandum and financial model are the showrooms of our clients. We negotiate contracts, collateral until the loan is paid out. We care about the contractual adequacy of several financing elements and, if necessary, include mezzanine and equity elements.

Debt financing includes the following topics:

  • Investment and growth
  • Acquisition financing
  • Project finance
  • Real estate financing
  • Balance sheet optimization and debt adequacy operations
  • Syndicated financing, club deals
  • Corporate bonds and notes as well as personalized debt notes (“Schuldscheindarlehen”)
  • Leasing and factoring operations

IPONTIX develops and structures exactly fitting debt financing solutions. We value all available parts of the financing puzzle, choose the right partners and fit them together. An optimized capital structure shall be the result of such a process. This is part of securing long term success for companies and entrepreneurs.

While the owner and management are concentrated on operating issues, IPONTIX is dealing with the financing. This includes professional documentation as Banking Memorandum and financial model are the showrooms of our clients. We negotiate contracts, collateral until the loan is paid out. We care about the contractual adequacy of several financing elements and, if necessary, include mezzanine and equity elements.

Debt financing includes the following topics:

  • Investment and growth
  • Acquisition financing
  • Project finance
  • Real estate financing
  • Balance sheet optimization and debt adequacy operations
  • Syndicated financing, club deals
  • Corporate bonds and notes as well as personalized debt notes (“Schuldscheindarlehen”)
  • Leasing and factoring operations

Equity Capital Markets

We give advice to companies, often over multiple years, to plan and successfully launch their IPO. Our first focus clarifies the question whether an IPO is reasonable and feasible. If so, we develop and ensure the IPO readiness of the company. We also give advice to already listed companies regarding every financing question involving capital markets. This includes capital increase, private placement e.g. to a long-term friendly investor like a family office. These investors can play an important role in financing growth.

Our expertise and direct access to institutional investors, family offices, specialised law firms and auditors guarantee good conditions for a successful capital market transaction.

Our consulting focuses on:

  • IPO process consulting and strategic implications
  • Secondary market and private placements both for equity and bonds
  • Direct private placements to Family Offices and Private Equity
  • Consulting in takeover situations like mandatory or voluntary offerings
  • Going Private

We give advice to companies, often over multiple years, to plan and successfully launch their IPO. Our first focus clarifies the question whether an IPO is reasonable and feasible. If so, we develop and ensure the IPO readiness of the company. We also give advice to already listed companies regarding every financing question involving capital markets. This includes capital increase, private placement e.g. to a long-term friendly investor like a family office. These investors can play an important role in financing growth.

Our expertise and direct access to institutional investors, family offices, specialised law firms and auditors guarantee good conditions for a successful capital market transaction.

Our consulting focuses on:

  • IPO process consulting and strategic implications
  • Secondary market and private placements both for equity and bonds
  • Direct private placements to Family Offices and Private Equity
  • Consulting in takeover situations like mandatory or voluntary offerings
  • Going Private

Services

Company Valuation

The value of the company is the most important measure in every business decision. It determines the price in any transaction and the number of shares to sell in any capital increase or minority share sale.

Therefore, before making a decision about various strategic options, it is useful to gain clarity about the value of the own company or the target company. In the case of a Valuation Opinion, we determine this value professionally by market-standard methods (Multiple and DCF) Based on our results, we give strategic recommendations. The Valuation Opinion relies on the financial planning of the respective company and describes in detail the derivation of the value based on the business characteristics and market trends.

A Fairness Opinion is a special case valuation. It is required in takeover situations of listed companies, where the CEO has to explain to shareholders and the Supervisory board, whether the offered price is “fair” according to recognized valuation models based on the current “view of the capital market”.

 

CFO-Support

IPONTIX supports the management and especially the CFO while working on selected corporate finance tasks and projects. Essentially, we offer the following services:

  • Selection of Due Diligence partners and efficient organization and orchestration of a due diligence process
  • Opening and management of a virtual data room
  • Validation and review of the current financial planning of the company
  • Debt capacity calculation
  • Pre sounding and validation of potential investor interest

With all these services IPONTIX contributes experience out of many transactions. We are able to choose the right partners like lawyers, auditors, financial and commercial due diligence experts and keep costs under control at the same time. To IPONTIX cost control within corporate finance is an important issue.

Company Valuation

The value of the company is the most important measure in every business decision. It determines the price in any transaction and the number of shares to sell in any capital increase or minority share sale.

Therefore, before making a decision about various strategic options, it is useful to gain clarity about the value of the own company or the target company. In the case of a Valuation Opinion, we determine this value professionally by market-standard methods (Multiple and DCF) Based on our results, we give strategic recommendations. The Valuation Opinion relies on the financial planning of the respective company and describes in detail the derivation of the value based on the business characteristics and market trends.

A Fairness Opinion is a special case valuation. It is required in takeover situations of listed companies, where the CEO has to explain to shareholders and the Supervisory board, whether the offered price is “fair” according to recognized valuation models based on the current “view of the capital market”.

 

CFO-Support

IPONTIX supports the management and especially the CFO while working on selected corporate finance tasks and projects. Essentially, we offer the following services:

  • Selection of Due Diligence partners and efficient organization and orchestration of a due diligence process
  • Opening and management of a virtual data room
  • Validation and review of the current financial planning of the company
  • Debt capacity calculation
  • Pre sounding and validation of potential investor interest

With all these services IPONTIX contributes experience out of many transactions. We are able to choose the right partners like lawyers, auditors, financial and commercial due diligence experts and keep costs under control at the same time. To IPONTIX cost control within corporate finance is an important issue.