Düsseldorf, March 2017: WILO USA LLC, a subsidiary of WILO SE, acquired in an asset deal the operative business of the pump manufacturers Weil Pump Company, Inc. and Scot Pump Company and the component manufacturer Karak Machine Corporation. The three companies with about 140 employees are headquartered and produce in Cedarburg, Wisconsin.

“The aim of this acquisition is to increase our regional presence and to accelerate our development of the North American market. This transaction represents an important step forward in the implementation of our intensified globalization strategy,” explains Oliver Hermes, Chief Executive Officer. Eric Lachambre, Member of the Executive Board at WILO SE and responsible for mature markets, adds: “Furthermore, we increase our application expertise and strengthen our US activities in Building Services and Industry.”

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 1.3 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 supported WILO SE as financial advisor in this process and supported in negotiations with the sellers.

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

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.

Düsseldorf, August 2016: On 14 July 2016 a German subsidiary of TAI Turkish Aerospace Industries headquartered in Ankara (Turkey) acquired all shares in Grunewald Stade GmbH & Co. KG, Stade (Germany). Grunewald Stade formerly was part of Grunewald-group based in Bocholt (Germany). I-ADVISE acted as exclusive financial and tax advisor.

Grunewald Stade in particular provides assembly and machining services for specific plane components such as rudders to the Airbus plant in Stade. Additionally, maintenance and logistics related services are offered to this key customer.

TAI provides technology in design, development, modernisation, manufacturing, integration and life cycle support for integrated aerospace systems. TAI ranks amongst the top-100 global players in the aerospace and defence industry.

TAI assesses the acquisition as strategic step in response to the ongoing consolidation of the European aerospace industry. The acquisition constitutes an initial measure in TAI’s growth strategy to become global supplier in the aerospace industry.

I-ADVISE acted as financial and tax due diligence advisor and supported TAI in negotiations with the sellers.

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

Düsseldorf, June 2016: As of 1 March 2016 Bader Holding GmbH, Senden, and EquiVest II GmbH & Co., Munich, aquired the Grevesmühlen site of Baltic Metalltechnik GmbH. Baltic Metalltechnik GmbH is a subsidiary of Körber group, Hamburg. I-ADVISE acted as exclusive financial advisor.

At Grevesmühlen, Baltic Metalltechnik GmbH, member of Körber Group’s Business Area Tobacco, produces mechanical components, sheet metal and assembly groups since 1992. The plant in Grevesmühlen will be integrated into Bader group as a competence centre for stainless steel processing.

Bader is a leading producer of metal switch cabinets/operator panels and compact metal enclosures for machine tool industry, packaging industry, plastics industry and woodworking. Bader provides specialised solutions as well as services ranging from product construction to customised logistics. By acquiring the Grevesmühlen site, Bader group will strenghthen its position as full service provider in metal processing and systems.

„At Bader we are looking forward to welcoming the team of Baltic Metall in Grevesmühlen.“, says Axel Buchholz, managing director of EquiVest and chairman of the supervisory board of Bader group.

The I-ADVISE team supported Bader group and EquiVest in financial due diligence including preparation of the investor case and in negotiations with the seller.

Düsseldorf, 15. June 2016: iEXERGY obtained growth capital from existing and new investors. I-ADVISE acted as exclusive advisor to the owners and management of iEXERGY GmbH. In May 2016 Arvato SCM Solutions provided funds to iEXERGY in exchange for a minority stake in iEXERGY, a developer of hard- and software, active in one of the biggest growth markets of the future “Smart Home”.

In addition to Arvato, WILO SE, a globally leading manufacturer of pumps and pump systems, increased its stake in iEXERGY. “Cooperating with iEXERGY and Arvato will strenghthen our application know-how and further enhance our systems expertise“, comments Oliver Hermes, chairman of the executive board of Wilo. Wilo is the sole manufacturer of pumps worldwide with a comprehensive portfolio of smart home products in building technology. „With Wilo and Arvato as strategic partners, we can push forward a strategic cooperation in order to broaden our own market proposition.“ explains Arne Feldmeier, managing partner of iEXERGY.

arvato SCM Solutions is an innovative and leading international service provider in supply chain management and e-commerce. In the fields of telecommunication, high-tech & entertainment, corporate information management, healthcare, consumer products and publishing, arvato SCM Solutions is offering specialised services. Approximately 14,000 employees worldwide work to provide services and practical solutions. arvato is a wholly-owned subsidiary of Bertelsmann SE & Co. KGaA.

With its 7,400 employees WILO SE generated revenues of 1.3 billion Euro in 2015 and is a globally leading manufacturer of pumps and pump systems for heating, ventilation and air conditioning, water supply and waste water disposal.

The team of I-ADVISE led by Frank Sichau supported WILO SE and iEXERGY as an exclusive financial advisor in this process.

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

Düsseldorf, April 2016: I-ADVISE AG advised INVICTO Holding GmbH on the acquisition of a majority interest in nt-trading GmbH & Co. KG.

INVICTO Holding GmbH located in Düsseldorf is a long-term investor focussed on small and mid-sized companies with a leading position in their industry and a superior quality of products, services and employees

nt-trading GmbH & Co. KG, based in Karlsruhe, is a pioneer in the application of digital technology in the field of dental implants. With innovative products and patented new developments nt-trading is able to improve production processes and optimize treatment possibilities.

I-ADVISE conducted the financial due diligence for INVICTO management and its investors.

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

Düsseldorf, 14 March 2016: I-ADVISE AG advised INVICTO Holding GmbH on the acquisition of shares of CCP group.

INVICTO Holding GmbH located in Düsseldorf is a long-term investor focussed on small and mid-sized companies with a leading position in their industry and a superior quality of products, services and employees

CCP group is a specialised provider of industry services for demanding niche areas. The group’s main focus is the fluid management for producing industries, maintenance of machines and industrial cleaning. With its more than 600 trained staff members and specialist equipment the company is a reliable partner for its internationally renowned clients.

I-ADVISE advised INVICTO management and investors in the context of the financial due diligence.

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

With retrospective effect as of 1 January 2016, WILO SE completed the acquisition of GVA (Gesellschaft für Verfahren der Abwassertechnik mbH & Co. KG), headquartered in Wülfrath with a production plant in Sangershausen (Saxony-Anhalt).

GVA is a German company specialised in system-technologies and system-components for biological sewage purification. For more than 30 years GVA is an active player in the wastewater segment and an established partner worldwide for plant engineering for industrial and municipal water treatment. Managing Partner René Brunßen will continue to lead GVA within the Wilo group.

With its 7,400 employees WILO SE generated revenues of 1.3 billion Euro in 2015 and is a globally leading manufacturer of pumps and pump systems for heating, ventilation and air conditioning, water supply and waste water disposal.

The acquisition of GVA strenghtens WILO SE’s strategy of a further development from components provider to systems provider. “GVA’s product portfolio represents the optimal complement to the Wilo portfolio” explains Carsten Krumm, Member of the Managing Board of WILO SE and Oliver Hermes, Wilo Chairman further states: „The acquisition of GVA is an important step in the expansion of activities in the wastewaster segment and further increases application expertise. Innovative wastewater treatment systems require operational experience as well as sustainable and environmentally friendly technology with respect to climate change, demographic change and water shortage”.

The financial and tax due diligence team of I-ADVISE led by WP/StB Frank Sichau supported WILO SE in the due diligence phase and in purchase contract negotiations.

January 2016: I-ADVISE AG advised Arcaris Management GmbH, Düsseldorf, on its investment portfolio expansion when acquiring DOLI Elektronik GmbH, Munich. Together with institutional and private investors, Arcaris acquired 100% of the shares in DOLI Elektronik GmbH, Munich.

DOLI Elektronik GmbH is a leading provider of electronics for material-testing instruments. Core products are digital controllers and power amplifiers which are installed in static and dynamic testing machines. In addition, DOLI is a well-known service provider for the modernization of testing instruments.

“We are pleased with the mutual success, moreover since this is the third consecutive successful transaction with Arcaris”, says Frank Berg, partner at the company’s headquarter in Düsseldorf.
The team of I-ADVISE supported Arcaris in both, financial due diligence and tax due diligence.

Arcaris Management GmbH represents a network of entrepreneurs and family offices searching for long-term investments in established and profitable German mid-cap companies (the German Mittelstand). With a unique combination of an independent and long-term source of capital combined with own management resources, Arcaris assists especially in cases of company succession.

Frankfurt, 1 March 2016: I-ADVISE AG further expands and moves its Frankfurt office effective March 2016 the location in to new and bigger premises in Bettinastraße 35-37.

I-ADVISE advises investors, entrepreneurs and enterprises at each stage of the acquisition or sale of a company or business unit. Valuation Services are also a primary focus of I-ADVISE.

“The last years our location in Frankfurt continued its growth and we further expanded our consultancy business. Bigger and more modern premises reflect our grown business”, explains Frank Berg, partner of I-ADVISE. “We appreciate having found the ideal setting for our activities in the financial center of Germany and one of the most important location for M&A- and private equity transactions in Europe.”

German public accountant and M&A expert Sönke Schwartz from Frankfurt with long-term experience in accompanying transactions for private equity firms, strategic investors and also in real estate, will head the office.

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