Capital Markets Advisory

Accurate and compliant financial reporting is critical to gaining investor confidence and meeting regulatory requirements. With our accounting expertise (esp. IFRS & US GAAP), we provide comprehensive support for external and internal reporting and ensure that both accuracy and compliance are guaranteed. In addition, we optimise the IT organisation, financial processes and Target Operating Model (TOM) to increase operational efficiency. We support you in the preparation of profit forecasts and serve as a sparring partner in discussions on comfort letter topics to strengthen financial transparency and credibility. The optimisation of reporting and financial processes forms a solid basis for sustainable growth and long-term stability.

• External reporting (IFRS, US GAAP) incl. first-time introduction 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 key issue, but also the key to sustainable and responsible corporate management. Our advice is characterised by comprehensive expertise and tailor-made solutions aimed at optimising our clients' governance structures and ensuring their compliance. What makes our advice unique is the combination of in-depth expertise and practical approaches that ensure effective implementation and continuous improvement of corporate governance. Particularly with regard to the requirements of the capital market, we offer specialised solutions aimed at increasing the transparency and trustworthiness of our clients. We support our clients in the development and implementation of governance guidelines, risk management strategies and internal control systems in order to meet investor expectations and ensure long-term success on the capital market.

• Development and implementation of governance guidelines
• Risk management strategies
• Internal control systems
• Compliance management
• Internal audit

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

• Tax structuring advice in the run-up to the IPO
• Carrying out tax due diligence
• Development and implementation of a tax reporting system
• Continuous management of the group tax rate
• Optimisation and further development of the tax function

The topic of ESG (Environmental, Social, Governance) and sustainability reporting is becoming increasingly important as companies are under pressure at a global level to make their environmental and social impact transparent. Our consulting services focus on supporting companies in the implementation and optimisation of ESG strategies and the preparation of comprehensive and compliant sustainability reports. The unique selling point of our service lies in the combination of in-depth expertise in the area of compliance, the integration of ESG criteria into the corporate strategy and the practice-oriented implementation of reporting standards such as the CSRD, the EU Taxonomy and the GRI Standards. We also take into account the expectations of the capital market in order to increase our attractiveness to investors. The core content of our service is holistic consulting that enables companies to fulfil regulatory requirements and create sustainable competitive advantages.

• Development and implementation of ESG strategies
• Preparation of sustainability reports
• Compliance with regulatory requirements
• Data analysis and management
• Stakeholder engagement
• Benchmarking and best practices

The human factor is crucial to the success of an IPO, from preparation and implementation through to the first day of trading. Our approach is based on close cooperation with top management and the HR department in order to recognise and address the most important fields of action in the HR context at an early stage. We identify necessary adjustments to the organisational model and corresponding recruitment requirements for IPO-critical positions, consider qualitative aspects such as key competencies or the individual corporate culture and develop data-based maturity level determinations around the topics of remuneration, personnel structure and HR IT.

• Assessment of the management and staff structure
• Maturity assessment of the HR function
• Analysis of the remuneration system
• Recommendation for the IPO target organisational structure
• Change management

Successful project management requires more than just coordination - it requires a combination of strategic overview, sound capital market expertise and relevant project experience as well as the ability to react flexibly to changes. We take on the entire project coordination, manage all parties involved efficiently and ensure that projects are implemented in a targeted manner. Our pragmatic and solution-orientated approach ensures smooth processes, while we address challenges at an early stage with a customised project plan and lightweight risk management. In this way, we not only enable on-time implementation, but also create sustainable structures for long-term success.

• Overall project coordination: management of all project participants
• Combination of project management and in-depth expertise (incl. high flexibility to react to changes at short notice)
• Creation and tracking of project plan
• "Risk management" light