Strategic. Reliable. Innovative.
Consulting with attitude. Solutions with impact.
BANSBACH Corporate Finance - your partner for company valuation, M&A services and investment management.
Not just consulting. But real partnership.
BANSBACH Corporate Finance: Companion. Sparring partner. Co-thinker.
"Consulting in the interests of the customer" is not just an empty promise for us, but a lived practice. We always act professionally, independently and transparently. A deep understanding of figures and sound analyses form the basis for successful and efficient advice, with a central, and dedicated contact person on hand to provide advice and support and coordinate the technical experts.
Always in focus: who needs what.
Our services at a glance.
Our services focus on SMEs, investors and start-ups. As a rule, we support transactions with a volume of between 5 million and 100 million euros.
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We understand the SME sector. And have done for 100 years. We have always supported SMEs in all matters relating to corporate finance and therefore know the issues that arise, for example, in company valuation, internal and external succession solutions or transactions in the SME environment.
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We support investors with tailor-made solutions from our range of corporate finance services. In addition, we provide medium-sized companies with access to innovative solutions, a strong network, start-up investments and our advisory services via the Venture Clienting division.
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In order to meet the specific requirements of start-ups and investors, the BANSBACH Start-Up Desk was founded in 2015 within the Corporate Finance division as a think tank for specialised advice in this area.
Our experts support start-ups in implementing their business idea and building a successful company.
Not only supporting but also thinking ahead.
Our range of consulting services.
Shaping change and growing together. For a strategically sustainable future. Our overriding goal is always the healthy development of your company. With our many years of experience from a large number of projects, we support you in all financial matters and complex change processes. Tailored advice is the integrative element that runs through our service portfolio in the areas of company valuation, M&A services and investment management.
Company valuation
The company valuation is a statement about the financial value of the company and therefore an important basis for further strategic decisions.
The reason for the valuation and the objectives determine the scope and depth of the analysis used to determine a company’s value. They are derived from four core areas:
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- Inheritance and donation of companies
- Intra-group transfers of companies, parts of companies and assets
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- Withdrawal and compensation of shareholders
- Inheritance disputes
- Contributions in kind
- Control and profit transfer agreements, squeeze-out
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- Valuation for accounting purposes
- Recoverability of investments
- Purchase price allocations
- Impairment test
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- Acquisition/sale of companies, parts of companies and assets, as well as capital increases
- Succession planning / management buy-out and buy-in
- Mergers and cooperations
- Value-based remuneration, profit participation rights and financing models
As experts with many years of experience in the field of company valuation, we offer individual solutions with optimal results:
M&A services
Consulting services for SMEs have been one of our core competencies for more than 100 years.
Based on our experience as consultants in tax, legal and business management, we are familiar with the challenges of buy-side and sell-side transactions for medium-sized companies and have successfully mastered them in numerous projects.
Our M&A services cover the full range of services of the M&A process – from initiation to completion.
One-stop shop: with BANSBACH Corporate Finance, you receive complete support for your corporate transaction from a single source – from the initial structuring considerations, company valuation and due diligence through to legal advice, contract negotiation and contract conclusion – without external interfaces, fully integrated.
Sell side
Buy side
Investment management
With our BANSBACH Investment Controlling as a Service (BaaS), we take over the controlling of your investments and keep you up to date with quarterly reports.
BaaS is our answer to an increasingly complex business world in which quick decisions are an advantage.
So you can focus on your core business while maintaining an overview of your investment portfolio at all times.
Your advantages at a glance:
- Investment controlling as a service (BaaS)
- Regular preparation of the net assets, financial position and results of operations of portfolio companies
- Direct communication with your portfolio companies, optionally including quarterly analyst meetings
- Clear and comprehensible reporting
- Annual value indication using capitalised earnings value and multiples methods
- Sparring partner and adviser
Globally networked. Locally rooted.
Our international network.
KRESTON Global is a worldwide network of independent accountants and tax advisers, and also has a Corporate Finance Special Interest Group dedicated to supporting international transactions. Co-founded by BANSBACH in 1971, it is now represented by independent, owner-managed companies in over 110 countries and all economic centres of the world.
What we make possible.
Latest deal news.
Each project tells its own story. From strategic growth and succession solutions to innovative investments, our deals reflect the diversity of entrepreneurial decisions and the strength of joint implementation. Here we provide an insight into selected success stories.
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BANSBACH Corporate Finance provided comprehensive advice to the owner family on the successful sale of their company shares as part of succession planning.
The team of experts from the legal, tax and financial departments provided comprehensive support for the EUR 10 million transaction. This included the preparation of all relevant transaction documents (teaser, fact book, NDA, term sheet, share purchase agreement), company valuation, advice on the purchase price mechanism, data room management and targeted investor search.
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BANSBACH Corporate Finance provided comprehensive advice to the shareholders of a family-run company on the sale to a listed company for industrial connection and assembly solutions.
As part of the transaction, our team assisted with the preparation of the fact book, coordinated the subsequent due diligence in the areas of finance, tax and legal, and provided comprehensive advice on the legal purchase price mechanism and the share purchase agreement.
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BANSBACH Corporate Finance provided comprehensive advice to the shareholders of a software company on the entry of a large consulting firm as an investor.
As part of the transaction, which had a volume of between EUR 15 and 20 million, the team of experts from the legal, tax and financial departments provided sound tax and legal advice, prepared the company valuation, and assisted with the structuring of the purchase price.
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BANSBACH Corporate Finance provided comprehensive advice to a medium-sized industrial group on a strategic investment in a technology start-up in the field of innovative surveying technology.
The team of experts from the legal, tax and financial departments supported the transaction with sound legal advice, prepared the company valuation, performed due diligence in the areas of legal, tax and financial, managed the virtual data room, and assisted with the purchase price structuring.
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BANSBACH Corporate Finance provided comprehensive advice to a group of companies in the electrical wholesale sector on the acquisition of all shares in a medium-sized company with a volume of EUR 15 million.
The team of experts from the legal, tax and financial departments supported the buyer with comprehensive transaction support, performed financial, tax and legal due diligence, and provided advice on the structure of the purchase price mechanism.
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BANSBACH Corporate Finance provided comprehensive advice to a listed company on the acquisition of a strategic stake in an IT consulting firm with a volume of between EUR 15 and 25 million.
As part of the transaction, our team of experts supported the due diligence process in the areas of finance and tax, thereby contributing significantly to sound decision-making.
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BANSBACH Corporate Finance, in cooperation with partners from the international partner network KRESTON Global, provided comprehensive advice to a family-run investment company on the acquisition of shares in a leading provider of packaging with security and prevention solutions, including its international subsidiaries.
The team of experts provided support with due diligence in the areas of finance, tax and legal, tax structuring, and the preparation and negotiation of transaction documents.
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As part of a complex compulsory inheritance dispute, BANSBACH Corporate Finance was commissioned to value the shares of a medium-sized industrial company. The valuation was carried out in accordance with the recognised standards IDW S 1 and IDW S 13.
Our experienced valuation experts prepared a comprehensive expert opinion and provided the client and its legal counsel with sound advice.
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During a tax audit, BANSBACH Corporate Finance was commissioned to support a client in a dispute over the appropriateness of the purchase price, leveraging its in-depth valuation expertise.
Our experienced valuation experts conducted a company valuation using the discounted cash flow method, critically reviewed the tax authority's written submissions, and prepared well-founded statements. The result: significant financial relief for our client.
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As part of a cross-border reorganisation of an international industrial group in the innovative ventilation solutions segment, BANSBACH Corporate Finance was commissioned to determine fair values specific to the reporting date.
Our experienced valuation experts applied various valuation methods to form a reliable basis for decision-making regarding the restructuring of the group, including the comparison and analysis of the results.
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Sell-side M&A
Comprehensive consulting on the sale of a company as part of an external succession solution
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Sell-side M&A
Successfully supported the sale of a family business to a listed industrial group as part of an external succession solution
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Sell-side M&A
Successful support for investor entry into software company
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Buy-side M&A
Strategic investment in technology start-up successfully supported
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Buy-side M&A
Successful support for acquisition in electrical wholesale
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Buy-side M&A
Successfully supported strategic investment of a listed company from the IT services segment
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Buy-side M&A
Successful cross-border succession planning in the packaging sector on the buyer's side
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Valuation
Valuation of company shares in cases involving compulsory portions in accordance with IDW S 1 / S 13
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Valuation
Financial relief for clients through valuation in the context of tax audits
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Valuation
Supporting an international corporate reorganisation with valuation services
Trust that speaks for itself.
What our clients say
Every collaboration is unique – and this is reflected in the feedback we receive from our clients. Whether in the context of a company valuation, a transaction or strategic support, we listen, think and act with commitment.
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Our long-standing partnership with BANSBACH Corporate Finance is characterised by in-depth professional expertise and trust. The practical and human-oriented advice and support are highly valued by us and our start-up teams.
Konrad Pfitzer
Managing Director of Grünhof GmbH in Freiburg
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Our start-up was supported from the very beginning by the BANSBACH Corporate Finance team and their experts from the BANSBACH Start-Up Desk. In retrospect, we are more than happy that we brought the experts on board so early on.
The collaboration was incredibly valuable, especially in the area of financial planning. Stefan and his team not only guided us through all the topics relating to business plans, liquidity and forecasts, but also repeatedly asked the right questions – just like an internal or external CFO. No buzzword bingo and start-up phrases – just honest, professional advice on an equal footing.
This was a real relief for us because we were able to focus on our core business without feeling like we were losing track of the financials.
In short, if you want to set up a solid start-up, Stefan and his team are the right people for you.Chris Bockey
Managing Director of novation GmbH
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BANSBACH GmbH impresses with its innovative advice and targeted coaching in the development of our new projects and business ideas. Stefan and his team from BANSBACH Corporate Finance bring in-depth expertise, strategic thinking and a hands-on mentality that continuously drive our development. Their tailored support and strong network make them an invaluable partner for us.
Markus Herbstritt
Partner responsible for project and business development at Daktari GmbH
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In the start-up phase of my own practice, the advice from BANSBACH Corporate Finance was a valuable support. Stefan and his team supported me in the areas of company valuation and strategic planning and helped me to make the right financial and structural decisions. In particular, their ability to communicate complex issues in an understandable way and their practical coaching made my path to self-employment much easier, giving me the freedom to concentrate fully on my therapeutic work.
Helen Kanne
Specialist in psychosomatic medicine and psychotherapy
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BANSBACH Corporate Finance makes a valuable contribution to our start-up ecosystem. The expert workshops and keynotes are highly appreciated by our start-ups. Above all, the ability to convey complex issues clearly is an enormous benefit.
Claudio Herrmann
Innovation Consultant Cooperations and Start-Ups, BadenCampus
What we make possible.
Your contact persons.
We not only provide advice, but we also proactively support and accompany you as a partner until you reach your goal. We develop effective solutions that give you a high level of decision-making certainty. You can rely on us. Always.
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Stuttgart
Tobias Geiler
Partner | Tax Consultant, Auditor, Certified Public Accountant
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München
Sybille Podszun
Partner | Lawyer
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München
Anna Petit-Jean
Associate Partner | CVA (Certified Valuation Analyst)
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Freiburg
Stefan Neininger
Partner | Auditor, CVA (Certified Valuation Analyst)
Contact us.
We look forward to hearing from you! Please fill out the form below to let us know your questions, suggestions or concerns. Our team will get back to you as soon as possible.
Your future starts here.
Careers at BANSBACH Corporate Finance.
Become part of our team and shape the future with us! At BANSBACH Corporate Finance, we offer you exciting challenges, diverse development opportunities and an inspiring working environment. Discover our vacancies and start your career with us.
