Düsseldorf, October 2021: In Dominik Lehmann, I-ADVISE has gained an outstanding specialist in the field of company valuation. He has extensive experience in structural measures under stock corporation and conversion law, such as squeeze-outs, tax-related company valuations, fairness opinions and purchase price allocations.

After studying business administration at the universities of Gießen and Bochum, he started his professional career with auditing firms specializing in company valuations. After working at two Big4 companies, he is now strengthening the Frankfurt office of I-ADVISE. Dominik Lehmann is a tax advisor and certified valuation analyst. He regularly publishes articles in business valuation journals.

“We are pleased to have won Mr. Lehmann, a very experienced valuation expert with extensive experience in complex valuation projects, for the Frankfurt office.” Jochen Beumer, Head of Valuation Services at I-ADVISE.

Düsseldorf, October 2021: WILO USA LLC, a subsidiary of WILO SE, acquired the operating business of QuantumFlo, Inc. in an asset deal. QuantumFlo, Inc. is a specialist for booster systems and intelligent pump stations.

QuantumFlo, Inc., based in Sanford, Florida/USA, is the US market leader in intelligent pump stations and creator of the world’s first variable speed booster operating system.

“With this acquisition, we are strengthening our presence in the USA in line with our ‘region-for-region’ approach. We are thus counteracting decoupling, the politically motivated separation of global value chains, and can serve local customer needs even more specifically with locally manufactured products. By acquiring QuantumFlo, we are also expanding our customer base to accelerate market development in the USA,” explains Oliver Hermes, President and CEO of the Wilo Group.

The Wilo Group with net sales of 1.5 billion € and 8.000 employees is one of the world’s leading premium suppliers of pumps and pump systems for building services, water management and the industrial sector.

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

Perpetual base rate for valuation dates in October 2021 is 0.10 % (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, September 2021: I-ADVISE advised Kamera Express, a portfolio company of Vendis Capital, Diegem/Brussels (Belgium), on the acquisition of all shares in FOTO-GREGOR GmbH.

FOTO-GREGOR GmbH and subsidiaries, also acquired in the context of the transaction, operate in total eight photo retail stores in Germany and a web shop. The group employs circa 100 people and is headquartered in Cologne, which is also the site of group’s main store.

Kamera Express, Capelle a/d Ijssel (The Netherlands), is the leading photo and video specialist in the Netherlands and Belgium. Through its own web shops and 21 brick-and-mortar stores, Kamera Express provides consumers with a wide product range and services. Since the investment of Vendis Capital in 2018, the business transitioned from a product orientated omni-channel retailer in the Netherlands to a fully-fledged European consumer platform. The acquisition of FOTO-GREGOR further strengthens the position of Kamera Express in Germany.

The I-ADVISE team led by Kim Niedernolte supported Kamera Express with financial due diligence and tax due diligence.

Perpetual base rate for valuation dates in September 2021 is 0.15 % (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, August 2021: I-ADVISE advised Odewald KMU II on the acquisition of a majority stake in the digitization expert ctrl QS GmbH Rollout Management for Digital Projects. Together with the founder, Mrs. Mirja Silverman, who will continue to lead the company as managing director, the company’s successful growth path is to be continued.

ctrl QS is a specialized service provider advising multinational corporations and brands on process, tool and change management in the context of digital projects and provides operational support. In its core market, ctrl QS already occupies a leading market position and, thanks to its extensive expertise, has many opportunities to expand the product range and continue to grow successfully both nationally and internationally. The company, based in Berlin, was founded in 2009 and today employs over 100 people.

Odewald KMU II fund invests in attractive target markets in German-speaking medium-sized companies. The industry focus is on profitable, fast-growing medium-sized companies in the areas of “German engineering”, intelligent services, health and IT / software.

Heiko Arnold, partner of Odewald KMU, explains: “The investment in ctrl QS expands our portfolio in the highly attractive and rapidly growing market of supporting companies and organizations in digital transformation.”

The I-ADVISE team, led by WP Frank Berg, supported Odewald KMU with financial due diligence and tax due diligence.

Perpetual base rate for valuation dates in August 2021 is 0.29 % (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.

Perpetual base rate for valuation dates in July 2021 is 0.31% (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.

Perpetual base rate for valuation dates in June 2021 is 0.31% (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, May 2021: The seventh edition of the study on German valuation practice in squeeze-outs, mergers and other legal measures according to German law has been complemented by reports with valuation dates in 2020 and analyses the development of valuation practice since 2010.

The new I-ADVISE study can serve as a reference point for the most important parameters of valuations and offers an overview of solutions to a multitude of valuation questions by valuation professionals.

“As a new feature, we assign parameters to concretely named valuation cases in 2020, which again increases the information content of the study.”, explains Dr. Jochen Beumer, Head of Valuation Services of I-ADVISE AG.

You can download the complete study here. The German version may be downloaded here.