Partner
Graduate in Business Administration
Private Equity
Private Equity drives transformation, access to capital, and entrepreneurial value creation. Investors and portfolio companies face global competition, regulatory complexity, and volatile markets. Rödl is your global trusted partner – with in-depth experience, interdisciplinary strength, and a clear view of what matters. We support Private Equity firms throughout the entire investment cycle. From entry to exit. All from a single source.
Florian Kaiser
Partner
Certified Tax Advisor, Graduate in Business Administration
We pave the way when you …
- are facing a transaction and require reliable due diligence analyses.
- want to expand or transform your portfolio through buy-and-build strategies.
- want to develop your investments with value creation measures and operational performance improvement.
- need legal, tax, and regulatory clarity for your PE and fund structures.
- are looking for structured preparation and tailored advice for your exit.
- want to successfully master post-merger integration or restructuring after an acquisition.
- want to benefit from global presence and local know-how and successfully execute cross-border transactions.
"PE investors are trailblazer and driving forces for growth. With our own teams worldwide, in-depth expertise in buy-and-build scenarios, and our understanding of Mittelstand companies and family businesses, we support investors as an interdisciplinary, high-profile PE partner – across all phases of the transaction. We provide orientation, unlock opportunities, and shape the next step together."
Jochen Reis
Leader of Center of Excellence Private Equity
Our Services
Transaction Advisory
- Due Diligence (Financial, Tax, Legal, IT, Commercial, Environmental, etc.)
- Legal and tax acquisition structuring (HoldCo, Debt Push Down, Earn-Out etc.)
- Deal sourcing and company acquisition
- Valuation Services (Advisory transaction valuations, purchase price allocations) and Financial Modelling
- Preparation of transaction documents (SPA, SHA)
- Capital increase and growth financing
- Distressed M&A/ Special Situations
- Financing structuring (including interest barrier, modeling, etc.)
Transformation & Value Creation
- Post Merger Integration & Transformation Services
- Reporting Packages & (Group) financial statements including tools
- Management Reporting & Digitalization of reporting processes
- Harmonization of accounting and accounting advice
- Auditability & troubleshooting in the preparation of financial statements
- Financial organization & improvement of financial reporting processes
Exit Advisory
- Exit structuring / Readiness (tax-free capital gains, efficient repatriation of cash, etc.)
- Sell-side M&A Services
- Financial factbook and Vendor Due Diligence
- Legal & Tax VDD / Factbook
- Balance sheet advice for sellers (e.g. Goodwill, Disposal Groups)
- Deconsolidation, cut-off date financial statements & pro forma financial data
- Financial information for Due Diligence and purchase agreement appendices
Consulting for private equity firms and their funds
- Ongoing Tax Compliance
- Legal fund structuring
- Structuring of business models and/or their examination for applicability of the supervisory law requirements German Banking Act (KWG) or German Investment Code (KAGB), including their exemptions
- Advice on banking transactions, financial services and securities services
- Regulatory Compliance (money laundering prevention)
Audit Private Equity / Family Offices
- Auditing of capital management companies (subject to registration or licensing)
- Auditing of investment assets
- Auditing of portfolio companies as part of a buy-and-build strategy or as individual companies
- Special audits such as opening or exit balance sheets, purchase price allocations, covenant reporting, share-based compensation, Badwill