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David

Exit & Financing Readiness Advisory | Growth Finance Advisory | M&A Advisory | Corporate Development

Saarbrücken, Germany

Building on my direct private equity investing experience at Allianz Capital Partners and Hg, I advise and support later-stage start-ups, growth companies, corporates and their shareholders on M&A and growth financings — from early strategic positioning through to hands-on deal execution. My work includes advising on founder successions, growth capital raises, strategic acquisitions, and corporate divestitures. I hold an MBA from INSEAD (Singapore and Fontainebleau) and have worked across sectors such as Business Services, Healthcare, Media, and SaaS. Business Services | Healthcare / Pharma | Media | SaaS M&A | Growth Equity & Venture Transactions | PE / VC Investing | Founder Exits | Corporate Development | Carve-outs

Domain experience

Relevant Total Experience: 20 years

Seniority Level: Senior

Sector Experience: 

Capital Goods Commercial and Professional Services Health Care Equipment and Services Media and Entertainment

Skills

Skilled in: Portfolio Services & Add-on M&A, Sell-side M&A, Corporate Development

Technical Skills: Microsoft Excel, PowerPoint, Microsoft Word, Bloomberg, Capital IQ

Languages: German, English, French

Work Experience

Self-Employed

M&A & Financing Advisory - Extended Workbench

01/01/2019

 

- Now

Financing and M&A advisory across start-up, growth and corporate contexts advising founders, shareholders, CEOs, CFOs and VPs of M&A and Corporate Development or stepping in as CFO / Head of Finance ad interim Notable completed mandates include: Finance Director at Circular Economy Late Seed / Series A Start-up – Completed Interim Financing Round; Jointly with CEO / main shareholders executed on right-sizing Company to adjust for impact of adverse market environment (B2B2C, 2024/25, Germany) Interim Head of Controlling at a former private equity portfolio company focusing on PMI / working capital optimization (2024, Germany) Advised a leading CRO on structuring options with regards to the potential add-on of a UK-based competitor (2024, Switzerland/UK) Advised on the successful sale of a QMS SaaS for the Pharmaceutical and Life Sciences Industries to a US-based investor (B2B, 2023/24, Belgium/US) – Set-up data room; Reviewed financial model; Reviewed buyers’ universe; Structured and ran limited auction up and until Signing of Binding Term Sheet Facilitated growth financing and structured strategic partnership with a US-based investor for a specialty retailer (B2C, 2023, Germany) Advised on the successful sale of a DTx start-up to trade (B2C, 2023, Germany) Ensured signing readiness for the disposal via asset deal of a business line of a DAX-listed company’s subsidiary to trade (B2B, 2022, Germany/Switzerland) Developed a KPI-oriented management dashboard and prepared an AdTech for exit (B2B, 2022, Germany) Prepared a manufacturer of additive manufacturing equipment for a growth capital raise (2021, The Netherlands) – Co-ordinated advisors; Reviewed assumptions underlying top-line growth with CEO and CCO; Re-built financial model; Prepared data room; Drove preparation of marketing materials including Teaser and IM, Financial VDD and Legal Fact Book; Ensured messaging consistency across materials

juris GmbH

Head of Corporate Development

01/04/2014

 

- 01/12/2018

Developed a comprehensive business plan framework to serve as the foundation for the Company’s budgeting process and led regular performance reviews Developed and implemented a KPI-based monthly reporting pack providing clear insights into the Company’s financial and operating performance Took over a previously stalled implementation of Microsoft Dynamics NAV and successfully led it to completion Sourced and reviewed potential joint ventures with a variety of content and technology suppliers

Allianz Capital Partners

Investor and Board Member

01/02/2006

 

- 01/03/2013

Executed private equity investments and realizations across various sectors including Healthcare, Business Services, and Media Involved throughout the full transaction lifecycle, with a focus on commercial and financial workstreams Involved in drafting and negotiation of equity and debt documents including SPAs, SHAs and MIPs Post-closing work included driving value creation programs, conducting business plan reviews and budgeting processes, leading financial restructuring efforts, and supporting add-ons

Frankfurter Beteiligungsholding

Investor

01/04/2004

 

- 01/09/2005

FBH was set up to acquire distressed, but fundamentally viable industrial assets on a deal-by-deal basis

Hg

Investor

01/01/2001

 

- 01/12/2002

BNP Paribas

Leveraged Finance Analyst

01/04/1999

 

- 01/12/2000

Paribas

Graduate Trainee

01/08/1996

 

- 01/03/1999

Education

INSEAD

Strategy and Finance

01/01/2003

 

- 01/12/2003

Saarland University and Ecole de Management de Lyon

01/09/1993

 

- 01/06/1994

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