Düsseldorf, 4 January 2016: Thanks to its uninterrupted growth, I-ADVISE is expanding its transaction services and valuation services team.

Effective January 2016, MBA Jörn Harms joined the transaction services team of I-ADVISE as senior manager. He studied business administration at the University of Münster (WWU). In 2008, he started his professional career at Deloitte & Touche, Düsseldorf, in Transaction Advisory Services where he was promoted Senior Manager.

MBA Fabian Hoever also joined I-ADVISE as a consultant in January 2016. He studied business administration at Cologne university specializing in banking management and accounting.

I-ADVISE as an accounting and advisory firm is specializing in transaction services and valuation services and is a member of an international alliance of independent advisory firms. More details are set out on www.i-advise.de.

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.

Düsseldorf, 27.04.2015: The general meeting of I-ADVISE AG elected Mr. Alfred Gaeb to its Supervisory Board. Mr. Gaeb follows Mr. Oliver Kuschel, who stepped down from the Board at his own request.

“We are very thankful to Mr. Kuschel for his loyal cooperation in recent years. Having Mr. Gaeb on the Board will support the strategic development of I-ADVISE AG and further strengthen relations to relevant stakeholders,“ Lars Roßner, chairman of the board and partner at law firm Buse Heberer Fromm, explains.

Mr. Alfred Gaeb, German public accountant and German tax accountant, is managing partner of TreuAdvisa GmbH Wirtschaftsprüfungsgesellschaft. Before founding TreuAdvisa he was Senior Partner in the audit department of a BigFour audit firm, in charge of large media groups and international retail groups.

Frank Sichau, member of the I-ADVISE management board, is glad to announce Mr. Gaeb’s election: „Mr. Gaeb is a seasoned specialist in advising clients based on his broad knowledge in various markets. We are looking forward to a successful collaboration.”

I-ADVISE AG specialises in transaction advisory and valuation services and is part of an international network of consulting firms.

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

German Public Auditors Christian Gerber and Sascha Weiß of I-ADVISE AG interviewed by Michael Hedtstück, Chief-Editor of Finance and Finance TV, on the current discussion of a reform of German inheritance tax rules and possible consequences for CFOs of German family-owned businesses concerning valuation and financing.

http://www.finance-magazin.de/bilanzierung-controlling/steuern/familienunternehmen-cfos-fuerchten-neue-erbschaftsteuer/

January 1, 2015: Arcaris Management GmbH completed the acquisition of Rubo Fenster GmbH & Co. KG, Porta Westfalica, together with investors and Rubo’s new managing director Carsten Winkler.

Founded in 1991 by Wilfried Held the company supplies window manufacturers with finished and semi-finished special elements made of UPVC. With its product range Rubo is an established and sought after partner for the window manufacturing industry. With the acquisition by Arcaris the business succession of Rubo has been secured.

„For me it was important that the company will continue to be managed in a responsible, sustainable and proficient way”, Wilfried Held commented his decision for the investor Arcaris and continues: „The combination of the mid-cap equity specialist Arcaris and the industry experience of Carsten Winkler offers optimum conditions for Rubo’s future growth.

Arcaris Management GmbH represents a network of entrepreneurs and entrepreneurial families with long-term investments in the German mid-cap market, focussing on established and profitable businesses. Arcaris supports particularly in business succession situations with a unique combination of independent long-term capital and own management resources. The financial and tax due diligence team of I-ADVISE team supported Arcaris Management GmbH in the due diligence phase.

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

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.

As part of the scholarship program ProTalent, I-ADVISE AG awards sponsorships to students at the Chair of International Accounting (IUR) at the Westfälischen Wilhelms-Universität Münster (WWU).

ProTalent is a scholarship program of WWU based on the German national scholarship program introduced by German government in 2011. The scholarship program of WWU is designed to support excellent students and to support education of young professionals. Frequent and regular contact and exchange of students with sponsors facilitate access to professional work experience.

Thanks to an improved financial independence sponsored students can focus on their studies and much better develop skills based on their talents.

Frank Berg, Partner of I-ADVISE AG, enthusiastically explains the commitment to the ProTalent scholarship program: „Sponsoring excellent performance and capabilities not only expresses our appreciation for talented and motivated students. We as a firm rate our role as sponsor as an excellent means to enter into exchange and discussion with tomorrow’s high performers. As a professional services firm we highly value quality and excellence not only in our work but also on the part of our employees. Participating in the scholarship program thus represents a consequent investment in the future success of our firm.“

I-ADVISE specializes in transaction advisory and valuation services with offices in Düsseldorf and Frankfurt and is part of an international network of international consultancy firms. For further information please visit www.i-advise.de

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.

With effective date 1 October 2014 MVV Energie acquired Hanover-based project developer Windwärts.

Through this transaction MVV Energie intends to further strengthen its position in the renewable energies market by covering the entire value chain from project development via plant operation through to electricity marketing. Subsequent to the transaction, Mannheim-based MVV Energie expects to be uniquely positioned in Germany´s renewable energy market.

Windwärts was founded in 1994. Since then the project developer for on-shore wind parks planned and built a total of 144 wind turbine projects. In the past operations were focused in Northern Germany. The takeover was influenced by company’s insolvency. Windwärts filed for insolvency in May 2014 after suffering liquidity constraints due to delays realising certain wind power projects.

Dr. Georg Müller, CEO of MVV Energie AG, commented: ‘’Once restructuring is successfully complete, Windwärts will be an ideal partner for us in boosting our leading role in converting the energy system and participating in renewable energies growth’’.

I-ADVISE supported MVV Energie together with its French cooperation partner 8Advisory, Paris, in the financial due diligence, in the valuation and the purchase price determination of Windwärts operations in Germany and France. Furthermore I-ADVISE assisted MVV Energie with the purchase agreement and the purchase price allocation (PPA).

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.