Transactions

With sales of over EUR 350 million and a workforce of approximately 400 employees, JACOB Elektronik GmbH is a leading IT solutions partner enjoying high growth. With a broad product portfolio, a high degree of automation and a highly-specialized team of consultants, the focus lies on offering a comprehensive suite of services to B2B customers. Over the past 30 years, JACOB Elektronik GmbH has been able to build up a broad customer base by offering bespoke solutions and wide-ranging business services, enabling it to realize sustained growth in revenue and earnings. In the course of realizing a long-term solution for the company’s succession, the long-standing management team acquired the shares in the company from its founding family.

In addition to accompanying the buyers through every stage of the M&A process, the core task of the services provided by Wintergerst Societät für Unternehmer-Beratung during the transaction was the structuring and implementation of the necessary financing for the acquisition. This involved drawing up a tailored financing structure and approaching potential lenders and equity investors before coordinating them during the respective loan approval processes and drafting of the legal framework. In this regard a deal was made with a banking syndicate led by Sparkasse Karlsruhe which, with the use of various financing components, secures long-term financing of the acquisition and the provision of working capital.

Advisors to the management team:
Wintergerst Societät für Unternehmer-Beratung, M&A and finance advisory: Bernd Grupp (Partner), Christian Scharfenberger (Director), Nico Weber (Analyst), Menold Bezler (Stuttgart): Vladimir Cutura (Partner), Thomas Futterer (both corporate law/M&A), Albrecht Bacher (Partner, auditing), Nico Haldy (Partner), Clemens Mauch (both tax), Roman Becker (Partner, bank law and financing)