Capital Markets Advisory

Accurate and compliant financial reporting is critical for gaining investor confidence and meeting regulatory requirements. With our accounting expertise (especially IFRS & US GAAP), we provide extensive support with external and internal reporting and help you ensure accuracy and compliance. In addition, we provide targeted assistance in optimising your IT organisation, financial processes and target operating model (TOM) with the aim of sustainably increasing operational efficiency. The preparation of robust profit forecasts as well as structured preparation for discussions on comfort letter matters help to strengthen financial transparency and credibility.

• External reporting (IFRS, US GAAP), including first-time adoption of IFRS / US GAAP
• Internal reporting
• Planning processes and structures
• Treasury processes and structures
• IT organisation and processes
• Organisational setup / finance TOM
• Profit forecasts
• Comfort letter
• Carve-out financial data and combined financial statements
• Further prospectus-specific financial information

Corporate governance is not only a crucial topic; it is also the key to sustainable and responsible company management. Our advice is characterised by comprehensive expertise and individual solutions aimed at strengthening your governance structures and ensuring their compliance. The services are distinguished by the mix of in-depth expertise and practical approaches – a combination that drives robust implementation and further development of corporate governance. Especially with regard to capital market requirements, we offer specialised solutions focused on increasing the transparency and trustworthiness of our clients. We support our clients in developing and implementing governance guidelines, risk management strategies and internal control systems in order to meet investor expectations and ensure long-term success on the capital market.

• Developing and implementing governance guidelines
• Risk management strategies
• Internal control systems
• Compliance management
• Internal audit

Tax aspects are of central importance even before an IPO, especially with regard to optimal structuring of dividend streams and loss offsetting. Tax due diligence is essential in order to inform investors of risks and opportunities. After the IPO, efficient tax reporting is necessary to manage the tax rate and ensure transparency. A well-organised tax department with a capable system is essential for this. We offer support in assessing and refining your tax function in view of the requirements for a listed company:

• Providing tax advice on structuring in the run-up to the IPO
• Performing tax due diligence
• Developing and implementing a tax reporting system
• Continuously managing the group tax rate
• Optimising and refining the tax function

ESG (Environmental, Social, Governance) and sustainability reporting is becoming increasingly important as companies come under pressure globally to make their environmental and social impact transparent. Our advisory services focus on supporting companies in implementing and optimising ESG strategies as well as preparing comprehensive and compliant sustainability reports. Our service is based on a combination of in-depth compliance expertise, the integration of ESG criteria into corporate strategy and the practical implementation of reporting standards such as the CSRD, the EU Taxonomy and the GRI Standards. The focus is on the expectations of the capital market, with the objective of increasing attractiveness for investors.

• Developing and implementing ESG strategies
• Preparing sustainability reports
• Compliance with regulatory requirements
• Data analysis and management
• Stakeholder engagement
• Benchmarking and best practices

The human factor is decisive for an IPO's success, from preparation to implementation to the first trading day. Our approach is based on close cooperation with top management and HR in order to quickly establish the key action areas in terms of personnel. We identify necessary adjustments to the organisational model and corresponding recruitment needs for IPO-critical positions; consider qualitative aspects such as key competencies or the individual corporate culture; and develop data-based maturity assessments concerning remuneration, personnel structure and HR IT.

• Assessing and managing the staff structure
• Determining the HR function's level of maturity
• Analysing the remuneration system
• Recommendations on the IPO target organisational structure
• Change management

Successful project management needs more than just pure coordination – it requires a combination of strategic overview, established capital market expertise and relevant project experience, along with the ability to react flexibly to changes. We handle the project coordination, manage all stakeholders efficiently and help to ensure that projects are implemented with clear goals in mind. Our pragmatic and solution-oriented approach ensures smooth processes, and we address challenges early on with a customised project plan. This enables on-time implementation while also creating sustainable structures for long-term success.

• Overall project coordination: management of all project stakeholders
• Combination of project management and in-depth expertise
• Creation of project plan and tracking
• "Risk management" light