• Generation and execution of strategic pitches for client acquisition and capital market transactions
• Financial & Rating Advisory for corporates with annual sales up EUR 500m
• Strategy development for initial ratings as well as in case of threating downgrade or targeted upgrade of ratings (S&P, Moody’s)
• Credit analysis & rating evaluations according to the methodologies of S&P, Moody’s & Fitch
• Debt capacity determination/analysis with focus on optimization of capital structure & credit rating
• Liquidity analysis (cash & committed credit lines)
• Weighted Average Maturity analysis (repayment profile)

• Responsibility for sales, finance and human resources
• Acquisition of new clients in the area of mid-caps and municipal clientsLeading roles in carrying projects, for instance
  • Debt Advisory and development of an integrated financial model for Stadtwerke Münster (Schuldscheindarlehen)
  • Debt Advisory for Stadtwerke Flensburg (Synloan)
  • Development of an integrated financial model for strategic decisions – Stadtwerke Aachen (STAWAG)
  • Implementation of Value-based management for Duisburger Versorgungs- und Verkehrsgesellschaft
  • Rating Advisory for a leading health care company
• Advice for the selection of financing partners
• Term sheet negations of structural elements with the potential financing partners
• Analysis and evaluation of financial proposals in the financial model

• Leading roles in carrying deals with the transaction volume of approx. EUR 7,8 bn, for instance

EUR 2bn Acquisition Financing for MAN

EUR 400m Synloan for the German diary producer

EUR 275m Schuldscheindarlehen for an automotive supplier

EUR 170m Synloan for an logistic company

EUR 40m Schuldscheindarlehen for a municipal utility

• Generation and execution of strategic pitches for client acquisition and capital market transactions
• Financial advisory for large and medium-sized companies
  Focus on financial modelling, debt advisory, optimization of capital structure & rating
• Rating evaluations according to the methodologies of S&P, Moody’s as well WestLB internal rating
• Cooperation with and coordination across diverse product departments: M&A, Equity and Debt Capital Market as well as Credit Analysis
• Preparation of transactions for the internal credit process incl. development of credit story & financial modelling
• Development and execution of a multi-stage training concept for all key account managers of WestLB

• Consulting on Shareholder-Concepts such as EVA® (Economic Value Added)
• Development and implementation of business valuation, Financing and M&A tools
• Implementation of planning processes

• Treasury activities
• Benchmarking and analysis of financial options and offers
• Cash-flows estimation for budgets and forecasts
• Preparation of liquidity statements
• Lease classifications for the German-GAAP (HGB), IFRS and US-GAAP
• Optimization of Working Capital

• Development of the corporate valuation model (DCF/Multiples) as well as working on Financial Due Diligence projects