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Beatrice Berg

Partner

Frank Berg, Vorstand, Partner, CFO, Gründungspartner I-ADVISE AG Düsseldorf

Diplom-Kauffrau, Wirtschaftsprüferin

Consultancy focus

  • M&A Advisory

Professional background

  • Since 2025
    I-ADVISE AG, Düsseldorf
  • 2017 – 2025
    Loy & Co Corporate Finance (M&A Advisory)
  • 2015 – 2017
    Independent Auditor in her own practice (Valuation and Transaction Services)
  • 2003 – 2015
    EY (Valuation and Transaction Services)
  • 1997 – 2003
    Arthur Andersen (Audit and Transaction Services)

Studies: University of Passau

With over twenty years of experience in transaction-related consulting, Beatrice Berg supports clients in buying and selling companies — from the initial contact to successful closing. She has successfully advised numerous shareholders across various industries on succession planning, portfolio sales, and carve-out transactions.

Her advisory services in sale situations include supporting the development of investment strategies, assessing appropriate purchase price expectations, preparing transaction-relevant documents, identifying and approaching potential investors, and guiding and coordinating the due diligence process. She also assists with negotiations to achieve optimal results for her clients.

Additionally, Beatrice Berg advises companies of different sizes and industries on acquiring target companies — from strategic alignment, identifying and approaching potential targets, to operational support throughout the transaction process.

In previous roles, she was also involved in company valuation and financial due diligence, and has audited and certified annual and consolidated financial statements according to HGB, IFRS, and US-GAAP.