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DAX 30 MDAX SDAX

Financial advisory/special topics

Discretion and independence makes us a sought-after partner

Consistent neutrality and discretion qualify us for a large number of other special tasks: As a strong partner we can support you in, among other things, structuring finance, portfolio structuring and valuation as well as fiduciary business.

Product-neutral finance advice: Tailored solutions are the best fit
We can support you if you need to raise capital: In close cooperation with you, we analyze your balance sheet liabilities, design a concept for the capital structure and help you in its realization - whether as part of a refinance strategy, or ahead of an acquisition or a restructuring. Because we do not offer any credit products of our own, we are able to offer you product-neutral advice and adjust the finance strategy to your exact requirements: We analyze your financial details, process the figures to be evaluated for a transaction, make recommendations on the forms and instruments of finance and support you in the credit documentation, in the selection of financing partners and in contract negotiations. Use our experience to your advantage:

  • Best possible finance structure - free from any financing or trading interests of our own

  • Loan agreements providing for the best possible terms and conditions

  • A fitting finance partner – independent of our own business connections and cooperations.


Portfolio structuring: Neutral and professional value assessment through independent advisors
Our company's independence and neutrality enables us also to support our customers in intra-company valuation questions. Examples are the transformation, exchange or inclusion of own shareholdings as well as the valuation of sub-organizations. Metzler offers the decision-makers discrete and professional documentation.

Fiduciary business: Position of trust in dealings with the antitrust authorities
Our excellent reputation for dealing with antitrust authorities makes us a highly sought-after partner as a monitoring trustee or divestiture trustee. Trust mandates from reputable European stock corporations provide impressive evidence to the confidence placed by our clients in our special abilities.

Our neutrality strengthens your position
Strictly neutral with an excellent reputation, our voice carries weight in financial circles. We are perceived as a competent partner in negotiations with banks and finance partners; thus we raise your chances of successfully realizing the transaction structure best suited to you.