Clemens

Serial tech entrepreneur, former investment banker (Lehman Brothers)

Barcelona, Spain

INTRODUCTION Seasoned finance professional with experience working as investment banker, consultant and entrepreneur at companies in Europe, Asia, the Middle East and the Americas. Highly analytical, yet hands-on and with natural leadership skills. Fluent in English, German, Spanish and French. EXPERIENCE During my career I have worked as an investment banker (Lehman Brothers) and management consultant (NextGen) as well as an entrepreneur in the technology sector. These different types of experiences have allowed me to experience M&A / advisory services both from the giving as well as from the receiving side. During my tenure at fonYou (a Fintech company I co-founded in 2006) I have worked with many different M&A Advisors on both M&A as well as financing transactions. AS CFO I was directly responsible for raising, in aggregate, more than €20 mln in financing (equity, bank debt, venture debt, public funds). I also worked on many failed transactions which provided very valuable additional experience. In total, I have participated in more than 30 M&A or financing transactions throughout my career. Recently, I have set my own M&A Boutique, Rozz Advisors (www.rozz.biz), which is focused on founder or owner-led companies in Europe. Industry expertise: • Telecom • eCommerce • Fintech • eHealth SERVICES I have extensive experience in all the steps of a classical M&A process, including but not limited to the following items. For some I have explained my experience in more depth: 1. Market research 2. Transaction rationale & strategy 3. M&A materials: teaser, business plan, management presentation 4. Business plan writing: During my time at fonYou we frequently received compliments on the high quality of our business plan and that was often a decisive factor for a successful transaction. Expert user in Word and PowerPoint 5. Financial projections: I have been preparing financial plans since my very first job and have developed my own methodology to expedite the process of preparing business plan models and cases. My first start up, NextGen, was a consulting company specialized in business planning. Expert user in Excel 6. Company valuation: During my studies I specialized in financial markets. Company valuation has been a part of my work since my first job. At Lehman Brothers, I was responsible for maintaining the comparable companies & transactions analyses for the telco sector up to date, which were important tools both for pitching as well as in live deals. I designed and delivered a seminar on company valuation at my former university 7. Investor outreach / follow up 8. Pre-LOI information requests 9. Due diligence preparation and process 10. Negotiation of conditions throughout the M&A process (NDAs, LOIs, binding offers, final transaction agreements) 11. Shareholder agreements: I helped draft and I negotiated all of the shareholder agreements that were ever signed at fonYou. As a shareholder of a scale-up, I have directly experienced the results and implications of certain clauses, often only many years after they were originally agreed upon. 12. Closing Finally, I can provide all these services with absolute fluency both in writing as well as orally in English, German and Spanish. My French is ok, too, but not at par with the other three.