Your success is our priority.
ROOTS Advisory provides its clients with comprehensive support in corporate finance transactions and all important strategic financial matters.
Furthermore, we assist our clients in preparing company valuations, in mediation processes between shareholders, and in regulatory advisory services in the process of interacting with regulatory authorities.
M&A – Strategic excellence for the future of your business.
Whether it is succession planning, a company sale, or a acquistion, we craft tailored solutions for every transaction - precisely aligned with our clients objectives and always mindful of the broader strategic context. Our work also involves preparing entrepreneurs and companies for a successful exit, addressing structural, strategic, and cultural readiness. In addition, we support growth-driven start-ups from early development to mature expansion phases.
M&A strategies for every stage – customized, precise, comprehensive
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Company sales and acquisitions.
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Mergers, shareholder changes and succession planing.
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MBO, MBI, and LBO structures, spin-offs, and strategic alliances.
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Restructuring and special situations, supported with strong implementation capabilities and proven expertise.
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Real estate - portfolio transactions executed within the framework of asset and share deals.
Mergers & Acquisition
Corporate Finance
Welcome to the tailored suits of financing.
As every project is unique, we develop tailored financing solutions that perfectly align with our clients' situations and timelines. Our advisory service covers the entire financing spectrum, including the targeted selection of suitable funding partners, the structured execution of transactions (such as acquisition financing and restructuring of liabilities), and debt and mezzanine capital. We also prepare business plans, support bank negotiations and explore innovative options such as blockchain-based finance.
The best strategy: Get us involved.
We deliver detailed market analyses, strategic option assessments, and buy-and-build frameworks—establishing a solid analytical foundation for transaction decisions and execution. Our expertise spans market-based valuations, fairness opinions, sector and competitive benchmarking, and the identification and quantification of value-creation levers. We also facilitate shareholder alignment through neutral mediation and provide regulatory advisory support in dealings with supervisory authorities related to restructurings, liquidations, acquisitions, and new licence applications.
Strategy