W.A.M. Westphal Asset Management GmbH

Stra­tegy & Tran­sac­tion Advisory

The concen­tra­tion on selec­ted areas of stra­tegy and tran­sac­tion advi­sory combi­ned with a focu­sed, struc­tu­red approach enables us to offer our clients solu­tion-orien­ted advi­sory services at the highest profes­sio­nal level. These include stra­te­gic advi­sory, SME mergers & acqui­si­ti­ons, buy- and sell-side due dili­gence services, succes­sion plan­ning, ESG- and valua­tion services. This includes advi­sory acti­vi­ties with focus on inter­nal and exter­nal succes­si­ons, M&A- and ESG readi­ness, restruc­tu­ring and trans­for­ma­tion, but also ESG intro­duc­tion and the imple­men­ta­tion of gover­nance and family equity gene­ra­tion mecha­nisms. Our clients’ ecosys­tem includes natio­nal and inter­na­tio­nal compa­nies, small and medium-sized family busi­nesses, family offices, insti­tu­tio­nal inves­tors and private equity, as well as wealthy private indi­vi­du­als. With our inter­di­sci­pli­nary, indi­vi­du­ally struc­tu­red and orchestra­ted approach, we work closely with renow­ned part­ner firms and inves­tors in Germany and abroad. Our long­stan­ding advi­sory expe­ri­ence, our track record, and our part­ner network enable us to solve complex issues through close coope­ra­tion in the best inte­rests for our clients and with the best possi­ble result.