September 2018

Bad Blankenburg. Intercus GmbH retained I-ADVISE AG to assess options to fund its strategic growth perspectives. Such growth financing was provided by the new minority shareholder bm|t beteiligungsmanagement thüringen gmbh, Erfurt.

The cash injected into equity will support Intercus in its efforts to develop marketable product innovations and to expand into new regional markets.

„bm|t and Intercus form a partnership that is built on a long-term relationship and reliability. Intercus is therefore ready to cope with coming challenges and well-prepared to take advantage of new opportunities”, explained Thomas Busch, managing director of Intercus.

About Intercus

Since 15 years Intercus develops and manufactures implants in the field of traumatology and orthopaedy for domestic and international markets. Intercus specialises on polyaxial locking systems and innovative products enhancing wound healing.

Together with well-renowned clinics and universities from all over the world, Intercus’ R&D department seeks to develop new implants and to identify new materials. Intercus’ highest quality products are manufactured in a state-of-the-art production site in Thuringia.

About bm|t

Back in 2003, bm|t was founded by its sole shareholder Thuringia development bank (“Thüringer Aufbaubank”). Its funds are used to provide equity capital to younger and also well-established enterprises from Thuringia with particular growth perspectives. In general, equity financing is provided by Midcap Fund for Thuringia (“Mittelstands-Fonds Thüringen”) which is managed by bm|t.

Perpetual base rate for valuation dates in January 2018 is 1.29 % (not rounded, 3-month averaging, 1 % growth rate). – Non-binding indication -

The base rate has been calculated based on yield curve data (Svensson method) as provided by Deutsche Bundesbank.
Upon your request we can calculate case-specific base rates for you, considering company-specific cash flows, growth rates and varying the period of averaging.

November 2016: With Andreas Ewers joining I-ADVISE AG, the advisory team has been complemented with another senior expert in transaction advisory services. Andreas has comprehensive experience in corporate management and consulting corporations and their investors.

Andreas started his professional career as transaction services advisor at Arthur Andersen and EY. He assisted private equity investors, listed corporates and medium-sized companies (“Mittelstand”) in transactions with a focus on financial buy-side and sell-side due diligence as well as vendor assistance.

As CFO of a PE portfolio company, amongst others Andreas successfully helped to develop and establish structures and processes required for a growing business (e.g. acquisition of business operations and subsequent integration, working capital optimisation, cost improvement measures) and fulfilling the demands of a financial investor.

“We are convinced that Andreas’ transaction expertise as well as his PE experience will strongly contribute to our excellence-based consultancy approach and I-ADVISE’s future sustainable growth” states Frank Berg, Partner at I-ADVISE.

October 2015: I-ADVISE AG advises Arcaris Management GmbH, Düsseldorf, in its portfolio expansion strategy when acquiring GS Electroplating GmbH. Arcaris together with institutional and private investors acquired 100% of the shares in GS Electroplating GmbH and all real estate.

GS Electroplating GmbH is a automotive supplier specialising in surface refinement of aluminum components. Mass products, refined smaller batches and tailor-made large expensive individual parts made of aluminum are manufactured for suppliers in the automotive and in engineering industry.

I-ADVISE performed both Financial and Tax Due Diligence.

May 2015: I-ADVISE AG advises management and shareholders of REGE Holding GmbH with locations in Germany, Hungary and South Korea, on the sale of all shares to AMTEK Global Technologies Pte. Ltd., Singapur. Amtek is globally leading in production, chipping and assembling of cast or forged pieces.

REGE Motorenteile GmbH, whose shares are held by REGE Holding GmbH, is a leading system provider for the mechanical processing and assembly of complex components. Since its founding in 1987 REGE with its 1,450 employees has become an internationally operating technology and services provider.

“The acquisition by Amtek, a financially strong and growing group, will help us realize future sustainable growth targets on a European and also global scale,” explains Rainer Gsell, member of the REGE Holding GmbH management board.

In its vendor assistance, the I-ADVISE team advised by documenting the financial data of REGE group in a financial fact book including a consolidated business plan.

 

Perpetual base rate for valuation dates in April 2015 is 1.07 % (not rounded, 3-month averaging, 1 % growth rate). – Non-binding indication -

The base rate has been calculated based on yield curve data (Svensson method) as provided by Deutsche Bundesbank.
Upon your request we can calculate case-specific base rates for you, considering company-specific cash flows, growth rates and varying the period of averaging.

Düsseldorf, 01.02.2015: I-ADVISE continues its growth in valuation services and complements the valuation services team supervised by Dr. Jochen Beumer with Christian Gerber.

Effective 1 February I-ADVISE hired Christian Gerber, a well-renowned expert in the field of valuation service. Christian qualified as German public accountant (Wirtschaftsprüfer), Certified Valuation Analyst and Chartered Financial Analyst. He demonstrates his experience as a professional advisor with an impressive track record of successfully realized projects for financial sponsors, listed groups and middle-market, family-run businesses. Christian is a speaker at the Society of Tax Consultants and their regional associations covering topics in the area of valuation of large conglomerates and of SMEs. Christian is a member of the board of CFA Society Germany e.V.

„We are very happy to welcome Christian on board as a well-renowned valuation expert“, so Dr. Jochen Beumer, Head of Valuation Services of I-ADVISE.

I-ADVISE specializes in transaction advisory and valuation services. I-ADVISE is part of an international network of independent consulting firms. For further information please visit www.i-advise.de.

Perpetual base rate for valuation dates in January 2015 is 1.86 % (not rounded, 3-month averaging, 1 % growth rate). – Non-binding indication -

The base rate has been calculated based on yield curve data (Svensson method) as provided by Deutsche Bundesbank.
Upon your request we can calculate case-specific base rates for you, considering company-specific cash flows, growth rates and varying the period of averaging.

I-ADVISE AG expands its international network by establishing a cooperation agreement with Stout Risius Ross Inc. (“SRR”), Michigan/USA.

SRR is a U.S.-based global financial advisory firm with 12 offices in the U.S. SRR is specialised in Valuation & Financial Opinions, Dispute Advisory & Forensic Services and Investment Banking. The customer base ranges from privately held companies to Fortune 500 corporations in numerous industries.

Over the last years, SRR has received various awards as top advisor. For the second consecutive year, SRR was recognized as a top-3 fairness opinion advisor in the US and a top-10 advisor globally, according to Thomson Reuter’s M&A Financial Advisory Review.

Dr. Jochen Beumer, head of I-ADVISE valuation services, is very pleased about the partnership with SRR: “Through the cooperation with Stout Risius Ross we are able to perfectly complement our worldwide network of independent advisory firms. In the future, our clients will benefit from SRR’s high professional expertise. At the same time, we are looking forward supporting U.S. clients of Stout Risius Ross in the German-speaking markets.”

I-ADVISE specialises in transaction advisory and valuation services. I-ADVISE is part of an international network of consulting firms, which, if necessary, can complement the project teams in cross border transactions and valuation projects. The I-ADVISE network currently comprises cooperation partners in 10 countries worldwide.

For further information please visit www.i-advise.de.