European Board Director and Managing Partner Germany Investec Business Advisory Out of the ordinary advice for clients on selling, financing and buying mid market companies
I enjoyed the discussions and meetings with the community colleagues and friends at this fantastic event. Thanks Thomas for the crisp summary below.
🟡 #𝗗𝗘𝗔𝗟𝗦𝗢𝗨𝗥𝗖𝗜𝗡𝗚 𝟮𝟬𝟮𝟱 – 𝗱𝗲𝗿 𝗮𝗻𝘀𝘁𝗿𝗲𝗻𝗴𝗲𝗻𝘀𝘁𝗲 𝗧𝗮𝗴 𝗱𝗲𝘀 𝗝𝗮𝗵𝗿𝗲𝘀 🟡 Matthias Reich and I went to Frankfurt to meet with the corporate finance and investment ecosystem. The event didn’t disappoint and we had a lot of great discussions around #healthcaredeals. Here are some takeaways👇 💸 𝗜𝗻𝘃𝗲𝘀𝘁𝗺𝗲𝗻𝘁 𝗘𝗻𝘃𝗶𝗿𝗼𝗻𝗺𝗲𝗻𝘁: 𝗦𝗲𝗹𝗲𝗰𝘁𝗶𝘃𝗲, 𝗙𝗼𝗰𝘂𝘀𝗲𝗱, 𝗮𝗻𝗱 (𝗦𝘁𝗶𝗹𝗹) 𝗔𝗰𝘁𝗶𝘃𝗲 📉 "𝘛𝘩𝘰𝘴𝘦 𝘸𝘩𝘰 𝘯𝘦𝘦𝘥 𝘵𝘰 𝘴𝘦𝘭𝘭, 𝘸𝘪𝘭𝘭 𝘴𝘦𝘭𝘭. 𝘛𝘩𝘰𝘴𝘦 𝘸𝘩𝘰 𝘴𝘵𝘪𝘭𝘭 𝘩𝘢𝘷𝘦 𝘵𝘪𝘮𝘦 𝘸𝘪𝘭𝘭 𝘧𝘪𝘳𝘴𝘵 𝘸𝘰𝘳𝘬 𝘰𝘯 𝘰𝘱𝘵𝘪𝘮𝘪𝘻𝘪𝘯𝘨 𝘵𝘩𝘦𝘪𝘳 𝘣𝘶𝘴𝘪𝘯𝘦𝘴𝘴." - Ervin Schellenberg, Investec Business Advisory 🔹 This clearly reflects the bifurcation in market behavior: forced vs. strategic sellers 🎯 "𝘍𝘰𝘤𝘶𝘴, 𝘧𝘰𝘤𝘶𝘴, 𝘧𝘰𝘤𝘶𝘴. 𝘗𝘳𝘪𝘷𝘢𝘵𝘦 𝘦𝘲𝘶𝘪𝘵𝘺 𝘸𝘪𝘭𝘭 𝘪𝘯𝘤𝘳𝘦𝘢𝘴𝘪𝘯𝘨𝘭𝘺 𝘯𝘢𝘳𝘳𝘰𝘸 𝘪𝘵𝘴 𝘴𝘪𝘨𝘩𝘵𝘴: 𝘴𝘦𝘭𝘦𝘤𝘵𝘪𝘷𝘦 𝘰𝘯 𝘳𝘦𝘨𝘪𝘰𝘯, 𝘴𝘦𝘤𝘵𝘰𝘳, 𝘢𝘯𝘥 𝘴𝘪𝘻𝘦." - Mathias Weidner, Deutsche Private Equity (DPE) 🔹 It looks like we won't see "monoculture" trends in Germany 📚 "𝘊𝘳𝘦𝘢𝘵𝘪𝘯𝘨 𝘵𝘩𝘦 𝘳𝘪𝘨𝘩𝘵 𝘣𝘶𝘴𝘪𝘯𝘦𝘴𝘴 𝘤𝘰𝘯𝘷𝘪𝘤𝘵𝘪𝘰𝘯 𝘣𝘦𝘧𝘰𝘳𝘦 𝘮𝘢𝘬𝘪𝘯𝘨 𝘢 𝘮𝘰𝘷𝘦 𝘸𝘪𝘭𝘭 𝘣𝘦 𝘬𝘦𝘺 - 𝘢𝘯𝘥 𝘪𝘯𝘷𝘦𝘴𝘵𝘰𝘳𝘴 𝘸𝘪𝘭𝘭 𝘯𝘦𝘦𝘥 𝘵𝘰 (𝘤𝘰𝘯𝘵𝘪𝘯𝘶𝘦 𝘵𝘰) 𝘥𝘰 𝘵𝘩𝘦𝘪𝘳 𝘩𝘰𝘮𝘦𝘸𝘰𝘳𝘬 𝘵𝘩𝘰𝘳𝘰𝘶𝘨𝘩𝘭𝘺." - Tereza S. Scheffel, SCHOTT 🔹 Gone are the days of FOMO-driven deals - deep diligence is back in fashion ⚖️ "𝘐𝘯 𝘵𝘪𝘮𝘦𝘴 𝘰𝘧 𝘤𝘳𝘪𝘴𝘪𝘴, 𝘵𝘢𝘬𝘪𝘯𝘨 𝘤𝘢𝘭𝘤𝘶𝘭𝘢𝘵𝘦𝘥 𝘳𝘪𝘴𝘬𝘴 𝘮𝘢𝘺 𝘣𝘦 𝘸𝘩𝘢𝘵’𝘴 𝘯𝘦𝘦𝘥𝘦𝘥 𝘵𝘰 𝘨𝘦𝘯𝘦𝘳𝘢𝘵𝘦 𝘰𝘶𝘵𝘴𝘪𝘻𝘦𝘥 𝘳𝘦𝘵𝘶𝘳𝘯𝘴 - 2025 𝘢𝘯𝘥 2026 𝘤𝘰𝘶𝘭𝘥 𝘵𝘶𝘳𝘯 𝘰𝘶𝘵 𝘵𝘰 𝘣𝘦 𝘴𝘵𝘳𝘰𝘯𝘨 𝘷𝘪𝘯𝘵𝘢𝘨𝘦𝘴." Kai Hesselmann, DealCircle 🔹 Crisis breeds opportunity, but only for the well-prepared 🏦 𝗙𝗶𝗻𝗮𝗻𝗰𝗶𝗻𝗴 𝗟𝗮𝗻𝗱𝘀𝗰𝗮𝗽𝗲: 𝗖𝗮𝗽𝗶𝘁𝗮𝗹 𝗜𝘀 𝗧𝗵𝗲𝗿𝗲 — 𝗕𝘂𝘁 𝗔𝘀𝘀𝗲𝘁𝘀 𝗔𝗿𝗲 𝗦𝗰𝗮𝗿𝗰𝗲 📊 "𝘐𝘵’𝘴 𝘯𝘰𝘵 𝘢𝘣𝘰𝘶𝘵 𝘳𝘪𝘴𝘬-𝘢𝘥𝘫𝘶𝘴𝘵𝘦𝘥 𝘱𝘳𝘪𝘤𝘪𝘯𝘨 - 𝘪𝘵’𝘴 𝘢 𝘮𝘢𝘵𝘵𝘦𝘳 𝘰𝘧 𝘴𝘶𝘱𝘱𝘭𝘺 𝘢𝘯𝘥 𝘥𝘦𝘮𝘢𝘯𝘥. 𝘛𝘩𝘦𝘳𝘦’𝘴 𝘢 𝘭𝘰𝘵 𝘰𝘧 𝘤𝘢𝘱𝘪𝘵𝘢𝘭 𝘤𝘩𝘢𝘴𝘪𝘯𝘨 𝘢 𝘴𝘮𝘢𝘭𝘭𝘦𝘳 𝘱𝘰𝘰𝘭 𝘰𝘧 𝘢𝘵𝘵𝘳𝘢𝘤𝘵𝘪𝘷𝘦 𝘢𝘴𝘴𝘦𝘵𝘴." - Carina Spitzkopf, Partners Group 🧩 "𝘋𝘦𝘣𝘵 𝘧𝘶𝘯𝘥𝘴 𝘩𝘢𝘷𝘦 𝘵𝘢𝘬𝘦𝘯 𝘢 𝘭𝘦𝘢𝘥𝘪𝘯𝘨 𝘳𝘰𝘭𝘦 𝘥𝘶𝘦 𝘵𝘰 𝘣𝘢𝘯𝘬𝘪𝘯𝘨 𝘳𝘦𝘨𝘶𝘭𝘢𝘵𝘪𝘰𝘯𝘴 - 𝘢𝘯𝘥 𝘩𝘺𝘣𝘳𝘪𝘥𝘴 𝘢𝘳𝘦 𝘱𝘰𝘪𝘴𝘦𝘥 𝘵𝘰 𝘨𝘢𝘪𝘯 𝘴𝘪𝘨𝘯𝘪𝘧𝘪𝘤𝘢𝘯𝘵 𝘨𝘳𝘰𝘶𝘯𝘥 𝘰𝘷𝘦𝘳 𝘵𝘩𝘦 𝘭𝘰𝘯𝘨 𝘵𝘦𝘳𝘮." - Oliver Wolter, SMBC Group 🔹 Flexibility, creativity, and non-traditional structures might shape the financing playbook And, it was great seeing/chatting with many familiar faces and industry friends! 💬 Thanks to the organizers and everyone who made this an inspiring and productive day. See you next year! 👋 #PrivateEquity #CorporateFinance #MidMarketDeals #DealFlow #MergersAndAcquisitions cc: ISP HEALTHCARE GmbH, FINANCE Think Tank Corporate Banking & Finance – Eine Initiative der Targecy GmbH
-
-
-
-
-
+1
Managing Director at ISP HEALTHCARE 🧬Shaping Healthcare and Life Sciences Businesses 📈
5dThanks for your insights at the event, Ervin! 👍