Experience
Our senior personnel and employees have performed numerous advisory projects during the course of their careers, for ValueTrust and other employers. Below are selected project credentials by solution pillar.
Valuation Advisory
Provided valuation services for
tax purposes
Provided valuation advisory services in context with the onboarding of new MEP participants
Provided valuation services acc. to IDW S1 and IDW RS HFA 10
Performed a valuation of tangible and intangible assets, calculated goodwill and prepared the opening balance sheet
Development and implementation of impairment testing processes and tools
Provided a strategic options and M&A feasibility analysis from a financial and operational perspective
Provided valuation services acc. to IDW S1 in connection with debt-to-equity swaps
Provided valuation services in connection with a debt-to-equity swap
Provided a Fairness Opinion in light of the requirements of StaRUG
Provided a Fairness Opinion in light of the requirements of StaRUG
Provided a Fairness Opinion to the Executive and Supervisory Board in connection with the joint statement acc. to sec. 27 WpÜG
Provided an independent public Fairness Opinion in accordance with the requirements of the Swiss Takeover Board
Provided a Fairness Opinion to Management Board in connection with the joint statement acc. to sec. 27 WpüG
Provided a strategic value analysis in connection with the acquisition by EQT Future
Provided a Fairness Opinion in connection with the transaction
Provided a Fairness Opinion in connection with the proposed transaction
Provided a Fairness Opinion to the investment committee in connection with the transaction
Provided a Fairness Opinion to the Executive and Supervisory Board in connection with the joint statement acc. to sec. 27 WpÜG
Provided a Fairness Opinion from the perspective of minority shareholders in accordance with DVFA standards
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Provided a Fairness Opinion in connection with the proposed transaction in accordance with DVFA standards
Performed IDW S 1 and DVFA valuations and determined reasonable bandwidths for the compensation and the recurring compensation payment
Provided an IDW S1 valuation and assessed the reasonableness of the determined compensation in TLG shares and the guaranteed dividend
Provided IDW S1 and DVFA valuations and determined reasonable bandwidths for the cash compensation
Provided IDW S1 and DVFA valuations and determined the exchange ratio and cash compensation
Provided IDW S1 and DVFA valuations and assessed the appropriateness of the exchange ratio
Provided IDW S1 valuations and determined reasonable bandwidths for the cash compensation
Provided analyses of the stock price and IDW S1 valuations and determined the reasonable compensation
Provided analyses of the stock price and IDW S1 valuations and determined the reasonable compensation
Provided IDW S1 and DVFA valuations and determined reasonable bandwidths for the cash compensation
Performed IDW S 1 and DVFA valuations and determined bandwidths for the reasonable cash compensation and guaranteed dividend
Financial Advisory
Provided IPO and exit readiness advice to the management of HENSOLDT throughout all IPO phases
Provided ongoing financial support with an on-site team over a period of more than 3 years
Provided ongoing accounting support with an on-site team over a period of more than 2 years
Provided a review of the current management reporting system and provided ad-hoc management support
Provided lead project management, product structuring and negotiation support; prepared the historical performance and aggregated forecast model
Project management office and valuation services acc. to IDW
Provided a feasibility assessment of the transaction and project management services throughout the carve-out phase
Provided valuation analysis in connection with the proposed transaction
Provided company and business plan analysis as well as valuation services
Provided analyses of the implications of a potential special dividend on cost of capital, company rating and financial as well as solvency ratios
Dispute Advisory
Provided economic analysis and valuation services in connection with the arbitration proceedings under DIS rules
Provided valuation and financial advice related to the dispute
Provided valuation and financial advice related to the dispute
Provided valuation and financial advice related to the dispute
Provided economic analysis and valuation services in connection with the ICC arbitration proceedings
Provided an independent view to the court regarding the valuation
Provided an independent view to the court regarding the valuation
Provided an expert option (Gutachtliche Stellungnahme) concerning the impact of a certain tax issue on the enterprise value
Provided valuation and financial advice related to the dispute
Provided an expert opinion on the purchase price mechanism defined in the SPA
Strategic Corporate Finance and M&A Advisory
Announced: 2022
Value: EUR 0.4 bn
Announced: 2023
Value: EUR 0.8 bn
Announced: 2023
Value: EUR 0.4bn
Announced: 2023
Value: EUR 0.8 bn
Announced: 2024
Value: EUR 0.3 bn
Announced: 2024
Value: EUR 0.3 bn
Announced: 2024
Value: not disclosed
Announced: 2025
Value: EUR 0.5 bn
Announced: 2025
Value: EUR 0.7 bn
Announced: 2025
Value: EUR 0.1 bn
„Our project approach is solution-oriented, practical and sustainable – that is how we become the trusted advisor of choice for investors and executives.“
Dennis Muxfeld, Managing Director
