-
Agenda09:30 - 10:00CEST
Registration and coffee
10:00 - 10:10CESTChair's welcome remarks
11:15 - 11:45CESTNetworking break
10:10 - 10:30CESTPresentation: Mergermarket M&A & PE data
10:30 - 11:15CESTPanel: Deal Drivers, Origination and challenges to expect in 2022
This session will explore the German M&A landscape, cross-border M&A activity, the impact of COVID-19 on pricing and valuations as well as which sectors are likely to emerge strongest from the ongoing pandemic. What impact will further COVID-19 waves, lockdowns, trade and regulatory challenges have on deal activity.
- How do German corporates go about identifying possible M&A targets and What tools do they use?
- How much do they rely on advisers or local networks?
- What is the role of local managers in suggesting possible targets and what considerations need to be considered?
11:45 - 12:15CESTPresentation: The long view of M&A – private equity vs. corporate acquirors
If you are a corporate acquiror in 2022 then private equity is coming to eat your lunch - or to eat you. With M&A multiples at 30-year highs find out how competition between private equity and strategic acquirors for deals is driving a valuation frenzy, how private equity is gatecrashing strategic acquirors' growth plans, and what corporate acquirors can do to respond.
12:45 - 13:45CESTLunch break
13:45 - 14:15CESTOn-stage interview: Key drivers of growth for Private Equity in Germany
This session will examine how can the European market overcome the ever-increasing competition of private equity firms and what can we expect if the dry powder continues to grow. The panel will also delve deep into:
- Should Private equity funds specialise or continue down the generalist route?
- How are private equity funds adding value to their investments and what are the challenges they are facing?
- How is the fundraising environment changing?
- Will there be an adverse effect if public markets keep sliding?
- Should the race to go public continue?
- How can you truly balance the interests of your shareholders with those in your LP pool?
14:15 - 14:45CESTShareholder activism in Europe
Germany remains attractive country for activists. Geopolitics, climate change movement, the pandemic and supply chain disruptions have put made many firms targets with growing focus on environmental, social and corporate governance causing concern.
- Can we expect these recent developments to emerge across Europe and will we see more international activists pick up targets?
- What sectors are high on an activists hit list?
- Which other European countries are ripe for an activist’s pick?
14:45 - 15:25CESTPanel: Panel: Cross-border M&A deal drivers
DACH M&A activity – how is the market shaping up post-pandemic and has the inability to travel for meetings hindered cross-border deal making. This panel will discuss:
- What is the current pipeline for deals and private equity appetite? What is the pipeline for M&A in the Mittelstand?
- What has encouraged inbound activity from Asian investors and in particular Japanese companies?
- What is the pipeline for divestments as corporates seek to consolidate in the face of a downturn?
15:25CESTChairs closing remarks and networking drinks
Confirm cancellation
An error occurred trying to play the stream. Please reload the page and try again.
CloseSign-up to join the ION Analytics Community to:
- Register for events
- Access market insights
- Download reports
Marvin Meyer is Vice President, Head of M&A EMEA at Software AG and has over 10 years of experience in M&A. In his current position he is responsible for the company’s buy- and sell-side activities, including equity-linked partnerships, in the EMEA region. Prior to joining Software AG in 2008, Marvin worked at KPMG in the Transaction Advisory Services departments in Frankfurt and Manchester. He holds an MBA from Kellogg-WHU and a MSc in Business Administration from Goethe-University in Frankfurt.
Sven advises international corporate clients and financial investors in cross-border M&A transactions and operations with a special focus on inbound acquisitions in Italy from the DACH area (Germany, Austria, Switzerland) and Nordics. Sven has extensive experience in mergers & acquisitions and joint ventures, as well as in corporate law, commercial contracts and the renewable energy sector. He regularly counsels clients in the real estate investment sector, with a particular regard for tourist resort development projects.
Sven is admitted to practice both in Germany and in Italy and is a member of the International Bar Association (IBA).
Philip is chief strategy & marketing officer at Sterling Technology, a premium provider of virtual data room solutions for M&A, capital markets, and real estate. He has more than 30 years' experience working in strategy, M&A, corporate development, and corporate finance leadership roles in management consulting, investment banking, public companies, and private equity backed firms. Philip is a non-executive adviser to startups, investment management and private equity firms. He has served as an honorary visiting fellow in finance, and as a member of the advisory board of the M&A Research Centre, at Cass Business School. He is a co-author of over a dozen published M&A research studies and papers, as well as a co-inventor and patent holder for computerised, networked secure collaboration technology. Philip graduated from the University of London with Masters degrees in computer science and finance.
Maximillian Kastka joined BC Partners in Hamburg in 2008. Previously, Maximilian spent 5 years at Goldman Sachs, where he worked 3 years in the M&A Team followed by 2 years in the Leveraged Finance Team.
Catherine Ford is a consultant editor for the events division at Mergermarket. She is a consultant editor to event programmes, and engaged in the development of timely editorial content for global corporate finance, M&A and capital markets related conferences and events. She routinely moderates discussion panels at conferences across the region. She has worked for Mergermarket since early 2002, holding a number of senior editorial roles in the company’s European, US and Asia-Pacific head offices.
Holger Kleingarn, Managing Director and Head of Germany at H.I.G. Capital, is a German national who has been working in the Private Equity Industry since fifteen years. Throughout his private equity career, Holger has emphasized on mid-cap buyouts, growth investments and turnarounds across Europe with a focus on the German-speaking countries. Prior to joining H.I.G. Capital, he was a Partner and Member of the Management Committee at London-based Palamon Capital Partners, a private equity group focusing on mid-sized companies across Europe. Previously Holger has lead the management-buy-out of a Mittelstand software company as CEO. He started his career in strategic management consulting with Bain & Company and Roland Berger, latterly as Partner and member of its financial services management team. Holger holds a doctoral degree in business administration and graduated from the University of Hamburg.
Catherine Ford is a consultant editor for the events division at Mergermarket. She is a consultant editor to event programmes, and engaged in the development of timely editorial content for global corporate finance, M&A and capital markets related conferences and events. She routinely moderates discussion panels at conferences across the region. She has worked for Mergermarket since early 2002, holding a number of senior editorial roles in the company’s European, US and Asia-Pacific head offices.
Mr. Schuchna is a Partner of Cevian Capital and is based in Zurich. Cevian is the largest and most experienced dedicated activist manager in Europe, with c. $13 billion AUM and a track record reaching back to 1996. Using offices in Stockholm, Zurich and London, Cevian focuses primarily on companies located in Northern and Western Europe. Mr. Schuchna is currently member of the Supervisory Board of Bilfinger SE. A European company specialized in civil and industrial construction, engineering and services based in Mannheim, Germany. He joined Cevian in 2011 and led due diligence on investment opportunities in various sectors (incl. chemicals, consumer goods, industrials, insurance, and pharma) in DACH, UK, and France. He played an instrumental role in several Cevian investments (incl. ABB Ltd., Alent plc, Vesuvius plc, and Platform Specialty Products) from the initial due diligence to the implementation of the value-enhancement agenda at the portfolio company (e.g. cost savings/NWC initiatives, corporate restructuring/M&A, balance sheet optimization, executive compensation) and the ultimate exit of the investment. Mr. Schuchna holds a Master of Arts in Banking & Finance and Bachelor of Arts in Banking & Finance from the University of Zurich. He is a CFA charterholder.
Catherine Ford is a consultant editor for the events division at Mergermarket. She is a consultant editor to event programmes, and engaged in the development of timely editorial content for global corporate finance, M&A and capital markets related conferences and events. She routinely moderates discussion panels at conferences across the region. She has worked for Mergermarket since early 2002, holding a number of senior editorial roles in the company’s European, US and Asia-Pacific head offices.
Based in Frankfurt, Michael Mueller is the Head of Investment Banking for Germany, Austria & Switzerland of China International Capital Corporation Limited (CICC), China's oldest joint-venture investment bank.
Michael has 20 years investment banking experience with a focus on advising clients on cross border transactions between German speaking countries and Asia having been involved in some of the most complex transactions.
Prior to joining CICC, he was with the oldest German family-owned bank Metzler and prior to this heading the German speaking investment banking of Japanese Nomura. He started his career with Citigroup.
Pablo is Global Head of M&A with Swissport International, the world's leading provider of airport ground handling and cargo handling services with more than 45,000 employees and operations at approx. 300 airports in 45 countries. Swissport International is pursuing a growth plan that includes an ambitious acquisition agenda in the Americas, Europe and Asia. Prior to joining Swissport earlier this year, Pablo was Global Head of M&A with global logistics company Kuehne+Nagel where he managed M&A transactions with a combined deal value of around $2.5 billion. Prior to Kuehne+Nagel, Pablo was an M&A advisor with PricewaterhouseCoopers in Switzerland and Australia. Pablo holds a Master of Arts in Business Administration and a Bachelor of Arts in Banking & Finance from the University of Zurich and has passed all CFA exams.
Catherine Ford is a consultant editor for the events division at Mergermarket. She is a consultant editor to event programmes, and engaged in the development of timely editorial content for global corporate finance, M&A and capital markets related conferences and events. She routinely moderates discussion panels at conferences across the region. She has worked for Mergermarket since early 2002, holding a number of senior editorial roles in the company’s European, US and Asia-Pacific head offices.