22.11.2023 aktualisiert


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Independent Strategy and M&A Advisor | Transaction Advisor | Corporate Finance | CFO & Next Generati
Sehnde, Deutschland
Weltweit
Wirtschaftsprüfer, Diplom-BetriebswirtSkills
BuchhaltungFusionen und ÜbernahmenTransaktionsmanagementAuditsPrüfungsplanungKundenbeziehungsmanagementCorporate FinanceStrategisches ManagementUnternehmensbewertungBeratungDatenvisualisierungDigitalisierungDue DiligenceFinanzenFinanzmangementFinanzmodellierungGovernance-Risikomanagement und ComplianceInvestment BankingPost-merger IntegrationsPredictive AnalyticsPrivate EquityUmstrukturierungRisikoanalyseNachhaltigkeitESG-KriterienCoaching und MentoringTechnisches GeschickRisikomanagement
Profile Summary
TECHNICAL SKILLS
Finance & Accounts
Financial Management & Reporting, Strategic Planning, Sustainability & ESG,
CFO Tech leverage (Finance AI, RPA, Data Visualization, Predictive Analytics).
M&A Transaction
Implementation of M&A Corporate Strategies, Financial Due Diligence, Company Valuation, Financial Modelling, Fairness Opinion, IPO Advisory, Restructuring.
Audit & Assurance
Risk Management, Regulatory & Compliance Oversight, Audit Procedures, Audit Planning
- Highly motivated, results-oriented Executive & Partner with twenty- five (25) years of diverse and proven professional experience in finance, audit & advisory, investment banking and CFO services.
- Proven track record in driving strategic M&A transactions, financial restructurings and corporate finance solutions.
- Deliver tailored CFO advisory skills and services that drive growth and profitability.
- Define and implement strategic direction for corporate and private equity clients, including solutions ranging from external reporting, finance function optimisation, governance, risk and compliance issues to M&A and transaction advisory, and supporting digital transformation towards 'next generation finance'.
- Leadership, management and mentoring of a team of 60 transaction advisory professionals to ensure the delivery of high-quality services to clients.
- Proven expertise in M&A, IPO, due diligence, valuation, and financial modelling.
- Expertise in the entire deal process, from initial client engagement to post-closing activities, ensuring the smooth and successful completion of transactions.
- Expertise in deal structuring to maximize financial benefits and minimize potential liabilities.
- Adept at identifying value drivers, mitigating risks, and optimizing financial outcomes.
- Proficient in developing complex financial models and conducting thorough valuation analyses.
TECHNICAL SKILLS
Finance & Accounts
Financial Management & Reporting, Strategic Planning, Sustainability & ESG,
CFO Tech leverage (Finance AI, RPA, Data Visualization, Predictive Analytics).
M&A Transaction
Implementation of M&A Corporate Strategies, Financial Due Diligence, Company Valuation, Financial Modelling, Fairness Opinion, IPO Advisory, Restructuring.
Audit & Assurance
Risk Management, Regulatory & Compliance Oversight, Audit Procedures, Audit Planning
Sprachen
DeutschMutterspracheEnglischverhandlungssicherFranzösischGrundkenntnisse
Projekthistorie
WTS Advisory is an innovative provider of independent solutions for strategic advice and practical
operational support to companies. Our clients include mid-sized companies, large corporations, and
private equity firms, whom we advise on all aspects of the CFO agenda and "Next Generation
Finance".
Key Achievements
* Established and led the growth of WTS Advisory from 50 to more than 200
professionals, increasing revenues from 10 to 40 million euros and
significantly diversifying the advisory portfolio for CFO Services.
* Leading the Deal Advisory business, which grew from 2 to 60 professionals,
with significant annual revenue growth of 20%.
* WTS Deal Advisory has become one of the top ten transaction advisory firms
in Germany and has acquired several prestigious corporate and private equity
clients through its strong sales force.
* Developed and executed the establishment of over 20 new global network
partners to expand the worldwide WTS Advisory network.
* Providing a holistic advisory service throughout the transaction process - from
M&A strategy and financing, through due diligence and valuation, to the
coordination of contract negotiations and closing.
operational support to companies. Our clients include mid-sized companies, large corporations, and
private equity firms, whom we advise on all aspects of the CFO agenda and "Next Generation
Finance".
Key Achievements
* Established and led the growth of WTS Advisory from 50 to more than 200
professionals, increasing revenues from 10 to 40 million euros and
significantly diversifying the advisory portfolio for CFO Services.
* Leading the Deal Advisory business, which grew from 2 to 60 professionals,
with significant annual revenue growth of 20%.
* WTS Deal Advisory has become one of the top ten transaction advisory firms
in Germany and has acquired several prestigious corporate and private equity
clients through its strong sales force.
* Developed and executed the establishment of over 20 new global network
partners to expand the worldwide WTS Advisory network.
* Providing a holistic advisory service throughout the transaction process - from
M&A strategy and financing, through due diligence and valuation, to the
coordination of contract negotiations and closing.
Hengst Filtration, a family-owned company founded in 1958, employs more than 3,500 people at 23 locations worldwide. The position was limited to one year due to restructuring.
Key Achievements
* Effectively managed the Finance, Controlling, Tax & Treasury function.
* Developed and implemented a comprehensive package of measures for the
restructuring the Hengst Group.
* Demonstrated expert leadership in redesigning the IT finance landscape (RPA,
Lucanet consolidation, Qlik Business Intelligence).
* Successfully led M&A project acquisitions in China & India, including project
management, contract negotiation and drafting.
* Implemented international accounting procedures, risk & compliance
management system, transfer pricing & declaration and streamlined the year
end closing & budget process.
Key Achievements
* Effectively managed the Finance, Controlling, Tax & Treasury function.
* Developed and implemented a comprehensive package of measures for the
restructuring the Hengst Group.
* Demonstrated expert leadership in redesigning the IT finance landscape (RPA,
Lucanet consolidation, Qlik Business Intelligence).
* Successfully led M&A project acquisitions in China & India, including project
management, contract negotiation and drafting.
* Implemented international accounting procedures, risk & compliance
management system, transfer pricing & declaration and streamlined the year
end closing & budget process.
Key Achievements
* Successfully led complex M&A transactions, including carve-outs, with
financial due diligence and SPA drafting using multi-disciplinary teams.
* Led the Transaction Valuation Division, a team of 20 with extensive expertise
in valuations, fairness opinions & purchase price allocations.
* Provided strategic and operational advice to mid-market companies
throughout the transaction process & along the CFO agenda to achieve
business objectives.
* Conducted audits of individual and consolidated financial statements in
accordance with HGB and IFRS regulations.
* Successfully led complex M&A transactions, including carve-outs, with
financial due diligence and SPA drafting using multi-disciplinary teams.
* Led the Transaction Valuation Division, a team of 20 with extensive expertise
in valuations, fairness opinions & purchase price allocations.
* Provided strategic and operational advice to mid-market companies
throughout the transaction process & along the CFO agenda to achieve
business objectives.
* Conducted audits of individual and consolidated financial statements in
accordance with HGB and IFRS regulations.