Transactions

Transactions

  • 1999/2000: Multi-tier structured financing transaction with a total volume of € 80 million for off-balance film production and distribution financing with equity investment and government backed funding programs; jointly developed with leading global investment bank.
  • 2001: Development of follow-up multi-tier equity film financing transaction with an equity investment to produce a slate of high-end CGI films and create a leading European CGI production facility.
  • 2002: Acquisition and restructuring of distressed Asian/ European international television sales & distribution company out of bankruptcy; subsequent and successful MBO exit. The entire transaction value totaled € 7 million.
  • 2002: Sale of equity interest in fund manager operating in entertainment financing jointly owned with major global investment bank equal to a total transaction value of € 10 million.
  • 2003: Development and structuring of unique hybrid ABS structure combing a $ USD 400 Million longevity portfolio with a tax-based film financing investment fund.
  • 2004 – 2008: Successful structuring and placement of a series of longevity equity investment funds with an aggregate volume of US$ 170 Million.
  • 2005: Structuring and successful placement of 2 zero bonds with a total face value of € 12 Million for purpose of financing insurance related loans.
  • 2005/2006: Structuring of sophisticated life insurance related premium finance loan programs with a total volume of US$ 15 million.
  • 2004- 2006: Off-balance sheet production and distribution financing of major documentary film slate with leading UK broadcaster and global joint venture partners equal to a total production volume of US$ 80 Million generating an aggregate in excess of US$ 500 million box office and video sales globally. 
  • 2006: Multiple rounds of private-equity financing (seed to exit) in cutting-edge navigation software development company resulting in a successful trade sale to a world-leading mobile phone manufactureer with a total transaction volume of € 150 Million.
  • 2007- 2010: Successful structuring and placement of various equity investment funds with a total volume of € 70 million to develop and purchase US infrastructure project portfolios, particularly focused on the telecommunication industry.
  • 2008: Advisory to structuring and successful closing of US$ 500 Million debt facility with major US bank to finance longevity and insurance product portfolios designed to exit on the ABS market.
  • 2009: Successful capital placement and early stage equity investment in e-reader development company with cutting-edge software with a leading US industrial players as long-term private equity investor and major shareholder.
  • 2009: Development of estate planning and inheritance tax optimization program based on leveraged alternative asset investments for purpose of succession and wealth transfer for bespoke family office investors.
  • 2009/2010: Development of Luxembourg based SICAV debt/equity investment funds for the purpose of investing in alternative assets pools and eligible under German investment act and institutional investment regulations. 
  • 2010: Successful cross-border refinancing of initial tranche of major debt facility for asset based transaction.
  • 2010/2011: Advisory to distressed insurance asset portfolio in the course of Chapter 11 proceedings and DIP financing plan.
  • 2011/2102: Cross-border restructuring of distressed international investment group.
  • 2012: Successful refinancing of a $65 Million debt facility for a portfolio of lifen insurance policies in collaboration with an US and German banking group.
  • 2011-2013: Restructuring and Going Public of a US subsidiary of a German investment group with a capitalization volume of debt, mezzanine and equity capital in excess of US$250 million.