Origination · Transaction · Valuations
Corporate finance in the German-speaking countries, from Vienna since 1998 – for mid-sized companies, business families, investors and public-sector clients: buying and selling companies, capital raising, support with prospectuses for shares and bonds – for stock exchanges, the public market or private placements – and valuations and expert opinions for companies and property.
Occasions
Transaction Services
We act exclusively in the interest of our clients – in Austria, Germany, Switzerland, Liechtenstein and Central and Eastern Europe, and internationally for capital markets transactions.
Access to the deal
We find the right partner – confidentially and anonymously at first.
Execution through closing
We run the transaction – from structure to completion.
A robust value
We establish the value on which decisions and negotiations are based.
New · Stand-alone mandate
We manage the entire transaction on behalf of and under power of attorney from our client – within the scope agreed in writing, from structuring to completion, even where the partner is already known.
Purchase and sale of companies, business units and stakes.
Acquisition by the existing or an external management team.
The right financing for growth, acquisitions and projects.
Equity and debt via stock exchanges and institutional investors.
Capital partners for companies and projects – private placements by companies with business investors and qualified investors, no public offering.
Independent values as a basis for decisions and negotiations.
Transactions in property and resource operations.
Notice for investors
Private placements are made by companies exclusively with business investors and qualified investors within the meaning of the EU Prospectus Regulation – not with consumers or retail investors, and not with U.S. persons or investors and businesses resident or domiciled in the United States (U.S. Securities Act, SEC). There is no public offering. Investors receive project documents only after classification, a confidentiality agreement and KYC. M&A Beratung never brokers financial instruments. As part of its corporate finance advice and management consultancy it advises the company or issuer and brokers investments that are not financial instruments – in particular uncertificated company participations such as GmbH shares, limited and silent partnerships, subordinated and convertible loans, and property – privately and without any public offering. Investment advice, brokering and placement of financial instruments are provided exclusively by licensed banks and investment firms.
Transaction management
Originationphases 01–03
Executionphases 04–06
Scope, exclusivity and compensation are set out for each project in a written engagement letter. We run the project management and work with all of the company’s advisers – legal, tax, environmental, technical and financial – and add specialists from our established network of lawyers, tax advisers, auditors, technical experts and banks where needed.
Transaction support
Modern tools make transactions faster and more secure. We use them selectively – matched to the size, confidentiality and timetable of the project.
Set-up, structure and management of the data room for due diligence and bidding processes. Access via Transaction Information
Investor, bank and authority road shows with documents and formats that convince.
AI agents speed up research and analysis across hundreds of millions of companies and transactions worldwide. Which names are approached is decided by the project lead together with the client.
In addition to direct outreach, established business exchanges and M&A platforms widen the circle of potential buyers and targets.
Direct access to providers of capital – through our network and databases.
We process confidential documents only in protected, contractually secured environments – in the data room as well as with AI tools. We approach platforms and investors only after client approval and a confidentiality agreement.
Transaction Services · Valuations
Every decision starts with the right value – established independently, with transparent reasoning.
What is my company worth – today and from a buyer's perspective?
Which market value can actually be achieved?
Methods
All recognised valuation methods in the German-speaking countries and the EU – chosen to suit the situation and cross-checked.
AI-supported valuation benchmarks
Multiples, comparable transactions and market data from databases – analysed with AI, reviewed by the valuer.
Qualification
Academic training in valuation, ongoing professional development and practice from numerous transactions.
Specialisation · Energy & resources
We guide companies and investors through licensing, concession and tender procedures – from the licensing round and stock exchange admission to the transfer of licences in a transaction, with direct contacts to governments and authorities.
Transactions in licensing
Europe
Italy, Croatia, Slovenia, Cyprus, Albania, Greece, Austria, Germany, Switzerland, Liechtenstein, Montenegro, Hungary, Ukraine, United Kingdom and others
Asia
Levant, Kazakhstan, Turkmenistan, Azerbaijan
Africa
Ghana, Nigeria, Côte d’Ivoire, The Gambia
Americas
Cuba
Transaction Expertise
M&A Beratung has advised on transactions, financings and valuations since 1998. We are not tied to any bank or group and work with an established network of lawyers, tax advisers, auditors, banks and investors. Our yardstick has been the same since day one: quality, exclusivity and transparent results – measured by our clients' success.
For each mandate we put together a lean team: a responsible project lead and selected project managers with the right expertise for the task and the region – one point of contact, one team, one process.
By task
By region
Transaction Expertise · Transactions
Dealflow 2026/27 and transactions 2024–2025 – by sector, country and type.
Transaction volume per deal · logarithmic scale in €
| Sector | Country | Type |
|---|---|---|
| Dealflow 2026/27 | ||
| Resources | AT | Acquisition of extraction operations |
| Oil & gas | Levant | Licence acquisition in the Near East |
| Cybersecurity | DACH | Equity round |
| Property development | AT | Equity and debt financing |
| 2025 | ||
| New energy | CEE | Screening of several investment opportunities (2024–2025) |
| Energy (wave power) | SE/GH | Acquisition of a wave power project |
| Oil & gas | CH | Takeover and squeeze-out |
| New energy | CH | Equity transaction and bridge financing |
| 2024 | ||
| Energy | UK/US/DE/UAE | Bond placement |
| Solar power | HR/MZ/AL | Equity raising |
| New energy | AT | Soft loans |
| Green hydrogen | AT/AU | Equity raising for a green hydrogen project |
| Oil & gas | AT/AU | Investor road shows |
| Resources (gravel) | SK/AT | Gravel extraction transaction |
For reasons of confidentiality we name neither parties nor volumes – only sector, country and type of transaction.
Transaction Expertise · Engagement and compensation
Terms and compensation depend on the project and are agreed in writing after an initial meeting and a conflict check and KYC review. Our general terms and conditions for transaction management apply in addition.
Commitments that hold – and acting exclusively in the interest of our clients.
Discretion inside and out. We only speak to third parties once a confidentiality agreement is in place.
Structure and compensation tailored to the project. As a rule, we accept mandates on an exclusive basis – and deliberately only a limited number, so that every project has the project lead’s full attention.
Engagement acceptance · conflict check and KYC
Use this form to provide the information for the conflict check and KYC before an engagement is accepted. Please do not send register extracts or ID copies by unencrypted e-mail – we will agree a secure way to transmit them.
Compensation
All documents, standard forms and access to project documents and the data room are under Transaction Information.
M&A Beratung provides corporate finance advice and management consultancy within the scope of its trade licence. Legal and tax advice, auditing and licensed securities and banking services are not part of our services; we coordinate these specialist advisers on behalf of our clients.
Contact
Tell us about your plans – preferably by e-mail or via WhatsApp and Instagram. The first meeting is free of obligation and, of course, confidential.
M&A Beratung
Your enquiry