Mergermarket Private Equity and M&A Forum Germany 2024
Our flagship event for key players in the German private equity and M&A market
Marriott Hotel, Frankfurt, 60486
23
Apr
Panel: Private equity perspectives on the Mittelstand – Opportunities and challenges
The Mittelstand has been the backbone of the German economy and continues to be a focal point for private equity interest. As this dynamic sector undergoes transformation, understanding the intricacies of dealmaking in the Mittelstand has become paramount. Experts have cited the resilience and innovation in the space as unparalleled as the sector continues to attract global interest. Consolidation is also expected in the Mittelstand in sectors such as tech, healthcare, and life sciences. Upcoming situations include the potential sale of family-owned biologics CDMO IDT Biologika. Panellists will discuss:
- How have trends in dealmaking in the Mittelstand evolved in recent years? What are the emerging patterns and strategies employed by private equity professionals in navigating Mittelstand transactions?
- How does familial structure impact deal dynamics, and what considerations should be made when dealing with these entities?
- What role does transactional risk insurance play in Mittelstand dealmaking? Are there specific types of transactions or scenarios where this insurance is particularly beneficial?
- How can private equity professionals collaborate with Mittelstand companies to foster mutually beneficial partnerships? Are there specific sectors where collaboration is particularly promising?
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SpeakersDelano Furtado Senior Partner, Corporate M&A and Private Equity TRILEGAL
Robert Engels Head of M&A DACH, Corporate Risk and Broking WTW
Jorik Fritsch Managing Partner SOZIUS MITTELSTAND INVEST
Irina Novikova Partner, SPA & Dispute Advice DELOITTE
Giovanna Maag Partner Altor Equity Partners
Patrick Costello Private Credit Reporter DEBTWIRE
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Delano Furtado is a senior member and Partner of the Corporate practice group at Trilegal. Delano heads the firm’s Mumbai offices and served as a member of the first nominated Board of Trilegal until March, 2024. His primary practice areas are mergers and acquisitions, joint ventures, private equity, venture capital and corporate restructuring transactions. Delano has over 22 years of corporate law experience having advised and represented several multinational corporations and sovereign funds on their India entry and exit strategies, acquisitions and joint venture transactions. He specialises in strategic M&A and has broad experience in complex, cross-border M&A and PE deals. He works with clients across sectors, with a special focus on Energy and Infrastructure, Automotive (EV and Mobility solutions), Manufacturing, FMCG, Hospitality and Retail, InformationTechnology Enabled Services, Healthcare, etc. Delano works with clients from across Europe, the Middle East/GCC and the United States and has been part of the firm’s efforts in building its Indo-German client practice over the years. Delano is also part of the Defence practice in the firm and represents some of the largest U.S. and French Defence manufacturers in advising them on regulatory and transactional aspects in India.
Robert heads WTW’s M&A team in DACH, which includes the insurance due diligence as well as M&A insurance broking practice. He has been in the insurance industry for more than 24 years, of which around 20 years in the M&A advisory space, focusing on private equity and corporate M&A transactions in all industries, including infrastructure and renewable energy. The remainder of years in the industry, Robert has gained experience in managing and servicing international insurance programmes of some major global corporations. Prior to joining WTW in 2019, Robert lead the M&A advisory teams at two global insurance brokers in the DACH region.
Irina is an SPA & Dispute advisory partner at Deloitte, focusing on accounting advice in SPA (Share Purchase Agreement) negotiations, quantum expertise in Post M&A disputes and expert witness work in International Arbitrations. Irina has been working for more than 25 years in a Big4 consulting environment (Audit, Deals and Forensic) and her experience covers many aspects of accounting and financial matters, including post M&A disputes, loss of profits claims, construction claims, contractual disputes and shareholders disputes.
Irina is an internationally qualified professional accountant (US GAAP and IFRS accounting standards) and holds an executive MBA from Columbia Business School.
Giovanna is a Partner at Altor Equity Partners in Zurich. She focuses on mid-market investments in the DACH region. Her recent investments are family-owned industrial services company Kaefer and life science process engineering company VTU. Giovanna has c15 years of investment and portfolio management experience in the DACH Mittelstand. Prior to joining Altor in 2018, she worked at 3i in Germany. She started her career in M&A at Morgan Stanley and strategy consulting at McKinsey & Company in London and Frankfurt. Giovanna is a member of Invest Europe Mid-Market Platform Council.