Capital Concepts International

M&A Boutique

WE.
DELIVER.
RESULTS.

> 1000000
transaction volume in CHF
Ø 0
transactions per year
0
years since founding

Company

About us

Capital Concepts International (CCI) is an independent corporate finance advisory firm founded in 1999.

We are advisors for medium sized transactions with a focus on the German-speaking Europe. CCI has an established track record advising well-known privately held and publicly quoted companies as well as entrepreneurs and family-owned businesses in executing transactions ranging from CHF 10-500 million.

References

What our customers say

Selected transactions

The shareholders of i-surance sold the majority of their shares to Bolttech

CCI acted as advisor to the sellers

The shareholders of IPG sold a majority of their shares to TIMETOACT GROUP

CCI acted as advisor to the sellers

GIA Informatik AG acquired 100% of AVECTRIS

CCI acted as an advisor to the buyer

GRAPHA-Holding AG acquired 100% of AVANTEC

CCI acted as an advisor to the buyer

GRAPHA-Holding AG acquired 100% of PIDAS / aiaibot

CCI acted as an advisor to the buyer

MERBAG sold its dealerships in Central Switzerland to LUEG

CCI acted as advisor to the seller

As an independent business, CCI offers an unconflicted, client focused advisory service that draws on the team’s extensive experience, transaction track record and long-standing relationships.

Our Team

Get to know us

Our Services

What we offer

CCI has an established track record advising well-known privately held and publicly quoted companies as well as entrepreneurs in executing transactions ranging from CHF 10-500 million.

Our advisory services include:

Our Services

What we offer

CCI has an established track record advising well-known privately held and publicly quoted companies as well as entrepreneurs in executing transactions ranging from CHF 10-500 million.

Our advisory services include:

News & Insights

Stay up to date

Deal Announcement November 2020

GRAPHA-Holding AG (Switzerland), a single-family office and holding company for various industrial activities, acquired 100% of the shares Avantec AG (Switzerland). AVANTEC is the leading

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The shareholders of i-surance sold the majority of their shares to Bolttech

CCI acted as advisor to the sellers

The shareholders of IPG sold a majority of their shares to TIMETOACT GROUP

CCI acted as advisor to the sellers

GIA Informatik AG acquired 100% of AVECTRIS

CCI acted as an advisor to the buyer

GRAPHA-Holding AG acquired 100% of AVANTEC

CCI acted as an advisor to the buyer

GRAPHA-Holding AG acquired 100% of PIDAS / aiaibot

CCI acted as an advisor to the buyer

MERBAG sold its dealerships in Central Switzerland to LUEG

CCI acted as advisor to the seller

STRAUMANN acquired a minority stake in Z-SYSTEMS

CCI acted as advisor to the majority shareholder

MÜLLER MARTINI acquired the Perfect Binding and Bookline Business from KOLBUS

CCI acted as advisor to the buyer

CHAM PAPER GROUP sold its Paper Business to SAPPI

CCI acted as advisor to the seller

METALL ZUG acquired the Refrigeration Business from AFG

CCI acted as advisor to the buyer

Michael Pieper / FRANKE made a successful public tender offer for FEINTOOL

CCI acted as advisor to the buyer

NAHRIN and EBI-PHARM acquired GOLOY 33

CCI acted as advisor to the buyers

FORBO sold its Industrial Adhesives Business to H.B. Fuller

CCI acted as co-advisor to the seller

WEIDMANN sold the business unit Automotive & Industrial to TECHNIPLAS

CCI acted as advisor to the seller

ARTEMIS GROUP acquired 22% of the shares of Edgar Oehler / AFG

CCI acted as advisor to the buyer

Michael Pieper / FRANKE acquired 26% of the shares of FORBO

CCI acted as advisor to the buyer

3S INDUSTRIES merged with MEYER BURGER

CCI acted as advisor to 3S Industries
Gesellschaft Industrie Käufer / Investor Verkäufer Umsatz (Mio.)
i-surance AG Insurtech Bolttech Div. Aktionäre n/d
IPG Holding Identity Access Management Timetoact Group Div. Aktionäre n/d
Avectris AG IT Beratung GIA Informatik AG Axpo Holding CHF 140
Avantec AG IT Security GRAPHA-Holding AG Div. Aktionäre CHF 25
POLYDATA AG/PIDAS IT Beratung/Software Development GRAPHA-Holding AG Div. Aktionäre n/d
SRL Dental GmbH Gips Hersteller Fidelium GmbH Elementis plc EUR 20
Sechs Standorte in der Zentralschweiz Automobilhändler Fahrzeug-Werke LUEG AG Mercedes-Benz Automobil AG n/d
Z-Systems Dentalimplantate Straumann Gruppe(1) Metalor Holding (Mehrheit) n/d
Cham Paper Spezialpapier Sappi Group(1) Cham Paper Group(1) EUR 180
Kolbus Klebebinder- und Buchlinien Klebebinder- und Buchlinienmaschinen Müller Martini Group Kolbus Group n/d
AFG Arbonia-Forster(1) Baukomponenten Michael Pieper / Artemis AFG Arbonia(1) – Edgar Oehler CHF 1000
Goloy Natürliche Pflegeprodukte Nahrin und ebi-pharm Firmengründer n/d
WICOR Automotive & Industrial Spritzgusskomponenten Techniplas WICOR CHF 230
Blackout Modehandel Opcon Firmengründer n/d
Forster Kühltechnik Kühlgeräte Metall Zug(1) AFG Arbonia-Forster(1) CHF 50
Forbo Industrial Adhesives(2) Industrieklebstoffe H.B. Fuller(1) Forbo Holding(1) USD 395
Feintool International(1) Feinschneidetechnologie Michael Pieper / Franke Börse (Übernahmeangebot) CHF 400
3S Industries(1) Produktionsanlagen Solarindustrie Fusion mit Meyer Burger(1) 3S Industries(1) CHF 100 / 600
frifri Friteusen Middleby Corporation(1) Franke CHF 10
C. Dierig Einlagestoffe Ploucquet Christian Dierig n/d
Schlatter(1) Widerstandsschweissen/Drahtweben Metall Zug / Huwa Zurmont Finanz CHF 200
Yash – Maag Pvt. Textilmaschinen Gebr. Maag Maschinenfabrik Yash Textiles n/d
Evostate Immobilienentwicklung Private Investoren Steiner AG n/d
Siemens Naval Comm. Telekommunikationsanlagen Com/Net Siemens(1) EUR 10
Espace Real Estate(1) Immobiliengesellschaft Franke Immobilien Kapitalerhöhung n/d
Forbo(1) Bodenbeläge, Bänder, Klebstoff Michael Pieper / Franke Börse CHF 1600
Nelm Elektronische Fertigung Privater Investor Siemens(1) CHF 40
Tivoli Klebstoff Spezialitätenchemie Sika(1) Tivoli Werke EUR 35
StudiVZ Online Studenten-Netzwerk Holtzbrinck Firmengründer n/d
Zander & Mielke Sicherheitssysteme Power-Gruppe Hamburger Sparkasse / Siemens(1) CHF 10
Fabrisolar Solarenergie Conergy Familie CHF 10
Göhner Merkur TU Generalunternehmung Zschokke Siemens(1) CHF 230
Baumeler Reisen Reisebranche Knecht Holding Diverse Parteien CHF 15
Salvis Kaffeemaschinen Franke Holding Eichhof(1) CHF 10
Ring Garage Automobil Daimler Chrysler(1) Privatperson CHF 50

(1)
(2)
n/d

Börsennotiert
Co-Advisor
nicht veröffentlicht
Kunde

Fusionen & Akquisitionen

Der Kauf eines Unternehmens bietet zahlreiche Vorteile wie bspw. die Stärkung und der Ausbau der eigenen Marktposition. Zudem können neue Technologien gesichert werden und die Expansion in neue Märkte vorangetrieben werden.

Als erwiesene Spezialisten mit langjähriger Erfahrung können wir Sie durch den gesamten Akquisitionsprozess begleiten. Je nach Ausgangslage bieten wir Ihnen eine massgeschneiderte Beratungslösung an, welche beispielsweise folgende Phasen beinhalten kann:

Nachfolge / Veräusserungen

Bei Nachfolgeregelungen für Familienunternehmen spielen neben finanziellen Überlegungen oft auch emotionale Komponenten eine Rolle.

Bei grösseren Unternehmen, welche Tochtergesellschaften oder ganze Geschäftsbereiche veräussern wollen, stehen vor allem strategische, finanzielle und operative Überlegungen im Vordergrund.

Die Vorbereitung und Durchführung der Nachfolgeregelung oder des Verkaufsprozesses sollten stets der jeweiligen Situation und den spezifischen Kundenbedürfnissen angepasst werden.

Wir begleiten unsere Kunden durch den gesamten Veräusserungsprozess, welcher bei der Prüfung von strategischen Optionen beginnt und beim Vollzug der Transaktion endet:

MBO / MBI

Ein Management Buy-Out (MBO) oder ein Management Buy-In (MBI) bietet erfolgreichen Führungskräften die attraktive Möglichkeit, sich unternehmerisch zu engagieren.

Die Planung und Durchführung eines MBO oder MBI sind anspruchsvoll, erfordern spezielle Kenntnisse und eine professionelle Vorgehensweise. Ein typischer MBO-Prozess enthält folgende Phasen:

Finanzierung

Alternativen für privat gehaltene Firmen zur traditionellen Bankfinanzierung beinhalten Eigenkapitalfinanzierungen (z.B. durch Private Equity Gesellschaften oder Privatpersonen/ Familien), (private) Fremdkapitalplatzierungen oder hybride Finanzierungsinstrumente (z.B. Mezzanine-Kapital).

Für jede spezifische Situation gilt es die beste Finanzierungsmethode zu bestimmen. Dazu bedarf es entsprechender Fachkenntnisse und guter Kontakte zu einer Vielzahl von Banken, Unternehmen und Investoren. In Zusammenarbeit mit weiteren Spezialisten (Anwälte, Steuerberater usw.) können wir Finanzierungslösungen auch in komplexen Situationen strukturieren.

Kapitalmarkt

Bei Kapitalmarkttransaktionen wie öffentlichen Übernahmeangeboten, Kapitalerhöhungen, Wandelanleihen oder IPOs übernehmen wir als Projektmanager die Strategie, Planung und Organisation der Transaktion.

Dank unserer Unabhängigkeit sind wir nicht an eine bestimmte Bank gebunden und können für die Ausführung der Transaktion je nach Situation und Kundenwunsch flexibler agieren.

Insbesondere unsere Diskretion wird bei börsenrelevanten Transaktionen geschätzt.

Business Development

CCI bietet verschiedene Dienstleistungen an, um Unternehmen bei ihren Business Development Aktivitäten zu unterstützen. Dazu gehören beispielsweise die Durchführung von Workshops mit Produkte- und / oder Regionenverantwortlichen, das Führen einer zentralen Datenbank mit möglichen Akquisitionsobjekten, die Kontaktaufnahme mit potentiellen Übernahmeobjekten etc.

Folgende Grafik zeigt ein Beispiel eines Business Development-Prozesses:

The shareholders of i-surance sold the majority of their shares to Bolttech

CCI acted as advisor to the sellers

The shareholders of IPG sold a majority of their shares to TIMETOACT GROUP

CCI acted as advisor to the sellers

GIA Informatik AG acquired 100% of AVECTRIS

CCI acted as an advisor to the buyer

GRAPHA-Holding AG acquired 100% of AVANTEC

CCI acted as an advisor to the buyer

GRAPHA-Holding AG acquired 100% of PIDAS / aiaibot

CCI acted as an advisor to the buyer

MERBAG sold its dealerships in Central Switzerland to LUEG

CCI acted as advisor to the seller

STRAUMANN acquired a minority stake in Z-SYSTEMS

CCI acted as advisor to the majority shareholder

MÜLLER MARTINI acquired the Perfect Binding and Bookline Business from KOLBUS

CCI acted as advisor to the buyer

CHAM PAPER GROUP sold its Paper Business to SAPPI

CCI acted as advisor to the seller

METALL ZUG acquired the Refrigeration Business from AFG

CCI acted as advisor to the buyer

Michael Pieper / FRANKE made a successful public tender offer for FEINTOOL

CCI acted as advisor to the buyer

NAHRIN and EBI-PHARM acquired GOLOY 33

CCI acted as advisor to the buyers

FORBO sold its Industrial Adhesives Business to H.B. Fuller

CCI acted as co-advisor to the seller

WEIDMANN sold the business unit Automotive & Industrial to TECHNIPLAS

CCI acted as advisor to the seller

ARTEMIS GROUP acquired 22% of the shares of Edgar Oehler / AFG

CCI acted as advisor to the buyer

Michael Pieper / FRANKE acquired 26% of the shares of FORBO

CCI acted as advisor to the buyer

3S INDUSTRIES merged with MEYER BURGER

CCI acted as advisor to 3S Industries
Company Industry Buyer / Investor Seller Revenues (m)
i-surance AG Insurtech Bolttech Several Shareholders n/d
IPG Holding Identity Access Management Timetoact Group Several Shareholders n/d
Avectris AG IT Consulting GIA Informatik AG Axpo Holding CHF 140
Avantec AG IT Security Specialist GRAPHA-Holding AG Several Shareholders CHF 25
POLYDATA AG/PIDAS IT Consulting/Software Development GRAPHA-Holding AG Several Shareholders n/d
SRL Dental GmbH Gypsum Manufacturer Fidelium GmbH Elementis plc EUR 20
Six dealerships in Central Switzerland Car Dealer Fahrzeug-Werke LUEG AG Mercedes-Benz Automobil AG n/d
Z-Systems Dental Implants Straumann Group(1) Metalor Holding (Majority Shareholder) n/d
Cham Paper Specialty Paper Sappi Group(1) Cham Paper Group(1) EUR 180
Kolbus Binding/Bookline Division Perfect Binding and Bookline Machines Müller Martini Group Kolbus Group n/d
AFG Arbonia-Forster(1) Building Products Michael Pieper / Artemis AFG Arbonia(1) – Edgar Oehler CHF 1000
Goloy Natural Cosmetics Nahrin and ebi-pharm Founding Shareholders n/d
WICOR Automotive & Industrial Components for the Automotive Industry Techniplas WICOR CHF 230
Blackout Fashion Retail Opcon Founding Shareholders n/d
Forster Kühltechnik Refrigeration Technology Metall Zug(1) AFG Arbonia-Forster(1) CHF 50
Forbo Industrial Adhesives(2) Industrial Adhesives H.B. Fuller(1) Forbo Holding(1) USD 395
Feintool International(1) Fineblanking Michael Pieper / Franke Stock Exchange (Takeover Offer) CHF 400
3S Industries(1) Production Lines for the Solar Industry Merger with Meyer Burger(1) 3S Industries(1) CHF 100 / 600
frifri Frying Systems Middleby Corporation(1) Franke CHF 10
C. Dierig Interlinings Ploucquet Christian Dierig n/d
Schlatter(1) Resistance Welding and Wire Weaving Metall Zug / Huwa Zurmont Finanz CHF 200
Yash – Maag Pvt. Textile Machines Maag Bros. Machine Works Yash Textiles n/d
Evostate Real Estate Development Private Investors Steiner AG n/d
Siemens Naval Comm. Electronic Naval Communication Com/Net Siemens(1) EUR 10
Espace Real Estate(1) Real Estate Franke Immobilien Share Capital Increase n/d
Forbo(1) Flooring, Adhesives, Belting Michael Pieper / Franke Stock Exchange CHF 1600
Nelm Electronic Manufacturing Private Investor Siemens(1) CHF 40
Tivoli Klebstoff Specialty Chemicals Sika(1) Tivoli Werke EUR 35
StudiVZ Online Students Network Holtzbrinck Founding Shareholders n/d
Zander & Mielke Security Services Power-Group Hamburger Sparkasse / Siemens(1) CHF 10
Fabrisolar Solar Electricity Conergy Family CHF 10
Göhner Merkur TU General Contractor Zschokke Siemens(1) CHF 230
Baumeler Reisen Travel Industry Knecht Holding Several Parties CHF 15
Salvis Coffee Machines Franke Holding Eichhof(1) CHF 10
Ring Garage Automotive Daimler Chrysler(1) Private Individual CHF 50

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(2)
n/d

Listed company
Co-Advisor
Not disclosed
Client

Mergers & Acquisitions

A merger or acquisition can strengthen or expand your market position, secure new technologies, or facilitate expansion into foreign markets.

As a mergers & acquisitions specialist with a proven track-record, CCI will advise you throughout the entire process. Depending on the situation, we will offer you a tailored advisory service which could include the following phases:

Succession & Divestitures

Succession planning of family owned or entrepreneurially driven companies is a major decision in securing the future of the business.

For larger corporations, the decision to sell subsidiaries or entire divisions is motivated by economic, strategic or operational factors.

The succession planning or divestiture process should be tailored to the specific situation and client objectives and may therefore vary significantly.

We provide our clients with results-oriented advice throughout the entire succession planning or divestiture process, from the review of strategic options to the closing of the transaction:

MBO / MBI

A management buy-out (MBO) or management buy-in (MBI) presents an opportunity for successful managers to become business owners.

The planning and execution of MBOs and MBIs is a challenging process that requires specific know-how and a professional approach. A MBO process could include the following phases:

Corporate Financing

Alternatives for private companies to traditional bank financing include equity financing (e.g. through private equity funds or private individuals), (private) debt placements or hybrid securities (e.g. mezzanine capital).

It is important to identify the best method of financing and capital providers for the specific situation. This requires specialized expertise and close contacts with a multitude of banks, companies and private investors. Together with other specialists (lawyers, tax advisors, etc.), we can structure financing solutions for complex situations.

Capital Markets

We act as advisor for Capital Market Transactions such as public takeover offers, share capital increases, convertible bonds or IPOs and take charge of the strategy, planning and organization of the transaction.

As an independent advisor we work closely with a number of different banks and can support our clients in selecting the right institution for the execution of the transaction.

Our discretion is particularly appreciated for such Capital Market Transactions.

Business Development

CCI offers various services to support a company in its Business Development activities. Examples include the organization of workshops with the heads of product lines and/or regions, the management of a central database with potential acquisition targets, the contacting of potential targets, etc.

The following illustration shows an example of a business development process: