IOM Advisory

Last week, Michael Szadurski, CFA had the privilege to speak at Die Unternehmervertrauten in Berlin. Michael shared our expertise on success factors in the M&A process and the role of the key advisors along the way. Many thanks to lindenpartners and Die Unternehmervertrauten for hosting this event and to all the other speakers for sharing their experiences and insights!   #IOMAdvisory #Reachma #MandA #DealsDoneHandsOn #Mittelstand

Our REACH Cross-Border Mergers & Acquisitions Fall Conference took place last Monday in Toronto, Canada.   This conference was packed with insightful discussions most notably on the impact of #AI on dealmaking as well as an appealing accompanying program including visits at the breathtaking Niagara Falls, Peller Estates Winery and an NBA game (Los Angeles Lakers vs. Toronto Raptors Basketball Club Inc.). A big thank you to the entire Crosbie & Company Inc. team for organizing this impeccable event. Also, a new chairman of the Reach Board of Owners was elected: Congratulations to Paulo Muniz Barretto Cury! The IOM Advisory team had an amazing time reconnecting with our colleagues from all over the world and is looking forward to the next conference in Milan! 🇮🇹 #IOMAdvisory #MandA #DealsDoneHandsOn #CrossborderDeals #Reachma #Mittelstand

"In Q3 2024, the small- to mid-cap M&A market experienced cautious growth driven by targeted acquisitions in resilient sectors, particularly tech, energy, business services and healthcare. Central bank target rate cuts during Q3 2024 provided new tailwinds to stronger valuation levels. At the same time, these valuations are challenged by generally higher mid-term uncertainty in business plans. Interest from investors in small-to mid-cap targets remains solid, however applying more scrutiny in the selection and due diligence stages of the deal cycle effectively lengthening the typical transaction time." - Michael Szadurski, CFA For more information, please reach out to Michael via DM. #IOMAdvisory #MandA #Q32024 #DealsDoneHandsOn #Deals #Reachma #Mittelstand

We are happy to share our REACH Cross-Border Mergers & Acquisitions Automotive Report, which covers: - Growth of the Global Automotive Supplier Market - M&A Deals Trends - Global M&A Market - Key Participants and Major Suppliers - M&A Deals & Public Comparable Analysis within the Sector After years of dealing with COVID-related supply chain disruptions and key commodity shortages, the global automotive market is demonstrating signs of recovery and an openness to pursue mergers and acquisitions both domestically and internationally. The analysis studies the Global Automotive Suppliers Market and M&A activity in the space for the last 15 years. If you are interested in the full report, please contact Timo Wamig via PM.   #IOMAdvisory #Reachma #DealsDoneHandsOn #Manda #Mittelstand #Automotive

Last week we said goodbye to Zita Penyige who completed her 6 month internship with us at IOM Advisory. It was great having her on our team and we are confident that she will continue achieving great things in the future! ✨ If you are interested in an internship with us, please contact Claudia Palermo. #IOMAdvisory #IOMStories #ReachMA #DealsDoneHandsOn #Mittelstand #Internship #manda

Last Thursday, we had the pleasure of hosting our annual vernissage featuring the talented artist Christin Bayer-Uphues. The late summer evening was filled with inspiring art, engaging conversations, and great company. We're grateful to everyone who joined us and especially to Christin for sharing her beautiful work with us.   If you're interested in exploring Christin's art, you can visit our office until March 2025 or visit her website directly at www.tingti-shop.com   #art #vernissage #networking #IOMAdvisory #Reachma

On Wednesday, Philipp Peters and Sam Brozynski had the opportunity to share their insights and experiences in an M&A workshop at the Maastricht University, followed by a networking dinner with some of the attendees.   A big shout out to all the students who joined us, for your enthusiasm and for making the workshop so dynamic. 💫   Thanks for the invitation to Konrad El Gendi and Maastricht Finance Society! Perfect Organization! #IOMAdvisory #Reachma #DealsDoneHandsOn #Manda #Mittelstand #MaastrichtUniversity

Last week, our colleagues Michael Hinrichs and Timo Wamig had the opportunity to attend the "Unternehmen im Fluss" event. Together with over 600 guests, they enjoyed a day full of insightful discussions as they sailed from Cologne to Düsseldorf. The event featured engaging panel discussions: "Europe in Flow" with leaders like Dr. Marie-Agnes Strack-Zimmermann, Thomas Schürmann and Andreas Feicht. "Finance in Flow" with experts such as Dr. Stefan Dahm or Steffen Pörner. "Mobility in Flow" with industry leaders from Siemens AG, HGK Shipping, Flughafen Düsseldorf and others. Additionally, 22 companies presented their innovative solutions, making it a truly inspiring day of forward-thinking dialogue! Special thanks to Stephan Schneider and his team at Digitale Stadt Düsseldorf e.V. for organizing such an excellent event! #IOMAdvisory #Reachma #DealsDoneHandsOn #Manda #Mittelstand #UnternehmenImFluss

This week, our partners had the privilege of attending the #DealSourcing2024 in Oberursel. The event was an excellent opportunity to participate in workshops covering pivotal topics including (bank vs. private debt) financing for M&A transactions, the choice between mezzanine and minority shareholdings, and growing disclosure obligations. One of the key challenges discussed was the role of aval guarantees in private equity, a crucial but often overlooked aspect of deal structuring, especially in deals involving companies with a large share of project business. The day was capped off with an inspiring interview by none other than #SigmarGabriel, providing valuable perspectives on the current political and economic landscape. Philipp Elsen Thomas L. Michael Szadurski #IOMAdvisory #Reachma #DealsDoneHandsOn #Manda #Mittelstand #DealSourcing

Last Monday, our partner Philipp Elsen was asked to present a comprehensive market update on the German M&A landscape at an event hosted by audit and tax advisory firm Holthoff-Pförtner Wassermann in Essen. The audience, composed primarily of decision-makers at German #Mittelstand companies, gained valuable insights into the current market dynamics and trends.   Among them we highlight: 1. Low market activity in 2023 and early 2024: The first half of 2024 continued the trend of subdued M&A activity seen throughout 2023. However, Philipp emphasized that a catch-up effect is expected in the second half of 2024 and into 2025.  2. Rising valuations: Valuations are on the rise again, driven in part by stabilizing interest rates. This trend is particularly notable in sectors such as tech, healthcare, pharma, F&B, and energy.  3. Flight to quality: Investors are increasingly seeking high-quality assets and are willing to pay a premium for them, reflecting a notable flight-to-quality in the market. 4. Extended deal timelines: While the availability of debt as well as financing terms are improving, deals are still taking longer to close due to heightened due diligence requirements, particularly from financing banks.   IOM Advisory was pleased to be a part of this insightful event - thanks again for the invitation, Holthoff-Pförtner Wassermann! #IOMAdvisory #Reachma #DealsDoneHandsOn #Manda #Mittelstand