
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 EntertainmentSkills
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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