Perpetual base rate for valuation dates in April 2020 is 0.08% (not rounded, 3-month averaging, 1 % growth rate). – Non-binding indication as of today -

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, November 2019: WILO USA LLC, a subsidiary of WILO SE, acquired the pump business of J-Line Pump Co. J-Line Pump Co. operated its pump business as American-Marsh Pumps. Wilo acquired the business via its newly founded subsidiary American-Marsh Pumps LLC in an asset deal. American-Marsh Pumps with 55 employees is headquartered in Collierville, Tennessee, USA.

“The acquisition of American-Marsh Pumps strengthens our strategic market position in the US, and expands the product portfolio for our customers in the Water Management, Industry and Building Services segments”, explains Oliver Hermes, President and CEO of Wilo Group. “This acquisition marks another important milestone in the execution of our growth strategy, following the successful acquisition and integration of the Cedarburg pump manufacturers Weil Pump & Scot Pump in 2017.”

WILO SE is one of the world’s leading manufacturers of pumps and pump systems for building services, the entire water management chain and industry. The company, whose sales reached more than 1.5 billion euros, has its eyes firmly fixed on the future and is heavily involved in research and development.

The team of I-ADVISE led by Frank Sichau provided services as financial advisor to WILO SE including business valuation services.

I-ADVISE is an audit and advisory firm specialising in transaction and valuation services and is a member of an international alliance of independent advisory firms.

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.