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Capital Markets Advisory

Utmost discretion and professional execution

Our experience in capital market transactions can boast a long tradition: Already in 1742 a member of the Metzler family was represented on the Management Board of the City of Frankfurt's Stock Exchange. Our professional advice is based on a unique combination of specialist know-how and independence: Our clients can be certain that we uncompromisingly adopt their goals because we do not pursue any financing or placement interests of our own and refrain from engaging in own-account trading. Our products and services range from IPOs and secondaries to public tender offers, delistings/squeeze-outs and fairness opinions as well as defense strategies.

Comprehensive advice in all phases of an IPO
In IPOs and secondaries, our focus lies on the client's target of achieving a smooth placement of shares under the best possible conditions. For consistency's sake, we steer clear of involvement in syndicates so as to be able to advise our clients without conflict of interest. In IPOs, for example, we support you in structuring the target, selecting the placement group and developing the investment story. We accompany you in the placement process and advise you in the investor structure. You too can profit from the fact that we know and can therefore anticipate ahead of the placement the processes and interests of the syndicate banks, investors and analysts - to achieve the best possible placement success.

Utmost discretion and professionalism for public tender offers
As a family-owned investment bank, discretion goes without saying and is a central element of our independent business model. Against the background of our experience and professionalism, we are an indispensable partner in public tender offers and are able to function also, if required, as tender agent. We help you to devise a tailored concept, formulate a convincing offer and direct the transaction. In de-listings and squeeze-outs, we can also execute the transaction technicalities from one source.

Fairness opinions: Viable basis for statements on public tender offers
Market practice today generally requires a fairness opinion, particularly in near-capital market transactions. As an independent bank with an excellent reputation, we establish a viable basis for your well-founded statement in the form of a fairness opinion. A further advantage: With our fairness opinion you document to the capital market that you have complied with diligence requirements and can therefore reduce in advance the risk of any possible legal disputes.

Specialist for effective strategies in defense advice
We help you to effectively minimize the risk of hostile takeovers. This includes developing a catalog of preemptive defense measures as well as a defense manual and devising a communication roadmap for offering a swift answer to an undesired takeover bid should an actual case arise. We develop concepts for upgrading the value of your company and convincingly communicating this potential. Benefit from our experience, and arm yourself against potential hostile takeovers in advance. We would be pleased to support you - either preemptively or if an actual case were to arise.

Extensive capital market know-how
With Metzler as your equity advisor, profit from the know-how of an investment bank broadly positioned in all areas relevant to the capital market - free from any financing or placement interests of our own. We know the capital market and its mechanisms; in the banking landscape we enjoy top drawer contacts and a good reputation. Talk to us, and convince yourself of our qualities!