Carl cooperates with numerous banks, insurance providers and associations. The partner network is diverse and ranges from saving banks (Sparkassen) to associations (German association for logistics) and some of the largest insurance providers in Germany (for example R&V Versicherung AG).
The organizations can incentivize their employees to plan the succession of their clients actively. Furthermore, there are numerous possibilities in the course of M&A processes. Some examples are transaction financing or M&A insurances.
Our proprietary software is offered to selected cooperation partners as valuable support during the company succession. At the first step, company owners receive an indicative enterprise value by entering several parameters. In the full software solution, contact between company owners and investors can be established through a transaction platform.
Carl is your ideal partner for all relevant topics around M&A transactions. Through a successful succession, you benefit from the continued existence of your key clients.
Individual succession solutions involve a variety of requirements. Oftentimes, as part of a transaction, growth or debt financing are needed and M&A insurances underwritten.
Many companies aim to digitize processes effectively. In the field of M&A, Carl supports as a dynamic stakeholder. Partners profit from digital expertise as well as fast conceptualization and implementation.
A cooperation with Carl enables the protection and strengthening of your client base through M&A or capital increases.
We cooperate already with various “Sparkassen” around Germany. The aim is to secure the succession of important corporate clients. Furthermore, banks profit by financing the transaction or providing capital for growth. Moreover, opportunities around wealth management of clients, especially after a successful company sale, arise.
A cooperation with Carl enables insurance providers to secure their customer base by solving the succession problem.
Already existing partnerships include the cooperation with one of the largest German insurance providers, R&V Versicherung AG. Tackling the succession problem by working with a strong partner like Carl leads to higher customer retention. Furthermore, additional insurance needs are developed during an M&A transaction.
Contact us by email!
Or give us a call.
We are available Monday to Friday from 9:00 to 20:00 for a free and non-binding initial consultation.
Our platform is 256 bit encrypted.