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Newsletter September 2017

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ACXIT Real Estate
A Brief Update
  • ACXIT Real Estate is a leading independent corporate finance and investment advisory firm for real estate in Europe and beyond
  • Since 2016, leading real estate corporate finance advisory firm First Capital Partners has been part of the ACXIT Group as ACXIT Real Estate
  • ACXIT Real Estate offers its clients comprehensive corporate finance advisory services including M&A and debt advisory as well as capital markets advisory in the real estate sector
  • Our real estate clients comprise international stock listed companies, financing institutions, institutional investors, regulated fund managers, private equity funds, family offices and private individuals
  • While ACXIT Real Estate’s home market is in the German speaking region, most clients are international and transactions cross-border
  • Since the beginning of 2016, we have
    – closed 21 transactions
    – with a total transaction volume of approx. EUR 3.2bn
    – comprising approx. 200 assets
Selected References
Deal Analysis
Breakdown of Transactions
Transactions

Our prinicpal service lines comprise debt advisory and mergers & acquisitions as well as capital markets advisory.
Mandates

We advise our clients in sell-side and buy-side mandates, acquisition and development financings as well as debt-buy-backs and recapitalizations.
Property Types

Our expertise covers retail, office, logistics and residential properties as well as operator-managed assets like nursing homes and hotels.
Locations

Transacted properties in Germany.
Note: Analysis comprises transactions from January 2016 – August 2017
Note: Excluding corporate transactions of real estate companies
Selected Clients & Transaction Partners
Our Services
Mergers & Acquisitions
  • We advise on both single asset transactions and portfolio deals for investors and investment managers as well as on corporate M&A transactions for real estate companies
  • We have a substantial track record in both running auction-based sell-side processes and acting in buy side situations
  • We follow a holistic approach in the course of our mandates; our M&A services include advising our clients on potential transaction structures, preparing the required transaction documents, evaluating the targets, preparing and implementing data rooms, conducting Q&A processes, assisting in negotiating SPAs and gathering conditions precedent and conditions subsequent documentation, furthermore, we are responsible for the overall process management
  • We always provide our clients with tailor-made full-service solutions

Debt Advisory
  • We are the market leader in real estate debt advisory in Germany and have an extensive track record in sourcing and executing acquisition financing, development financing, refinancing and debt restructuring solutions for our clients
  • We advise our clients on debt financing strategies and deliver creative solutions from a wide range of financing sources
  • Our independent advisory model enables us to objectively examine all possible structures and alternatives, including senior and junior debt as well as mezzanine structures and co-equity and select the best solution for our clients
  • Our debt advisory services include communication and negotiation with financial institutions, advising our clients during the execution of required documents, collection of conditions precedent and conditions subsequent documentation, and the overall process management including data exchange, Q&A and the coordination of other external consultants
  • We enjoy unparalleled access to the major decision makers at the most important real estate financing institutions in Germany

Capital Markets
  • We possess a deep understanding of the capital markets and advise our clients with regards to complex financing solutions based on equity, debt or hybrid instruments
  • We contribute understanding of current capabilities of particular financial institutions, investor sentiment and access, offerings of new financial marketplaces, pricing, regulatory requirements, documentation, capital markets best practice and code of conduct as well as execution process management
  • Our services include equity capital raising advice, debt capital raising advice as well as equity advisory and strategic capital markets positioning

Financial Asset Management Advisory
  • We offer post-closing services including financial asset management advisory and debt reporting, thus allowing our clients to focus on the strategic operation of their businesses
  • Our services comprise developing standardized reporting templates and ensuring compliance with the banks’ deadlines and individual requirements
ACXIT Real Estate Management Team
Kay Hofmann worked for KPMG and Apax Partners, where he gained professional experience before he joined First Capital Partners, a corporate finance consultancy specialized in real estate and consumer goods, as Managing Partner. Since 2015, he is a Managing Partner at ACXIT.

In particular, he has extensive knowledge in the area of real estate financing and enjoys high level access to the major decision makers at both real investors and real estate banks.

In the last 24 months, Kay has successfully advised on more than 30 real estate transactions, especially financing deals with a volume of over EUR 2bn.
Johannes H. Lucas worked in Corporate Finance at Deutsche Bank, KPMG Peat Marwick, Lehman Brothers and as Co-Head Corporate Finance of SBC Warburg Dillon Read (now UBS Warburg) in Frankfurt.
In 1999, Johannes founded Acxit Capital Management, which is since 2015 part of ACXIT Capital Partners.

In 2001 he was awarded the Capital Entrepreneur Award by the lord mayor of Frankfurt for the founding and build up of Star 21 Networks AG, with approx. EUR 700 m funding the highest capitalized start-up company in Europe to date.
His deal experience includes various Capital Markets and M&A transactions as well as several successful Financing- and Build and Operate projects. Johannes has extensive experience in corporate restructurings and in the equity business. He is one of the initiators and early supporters of EASDAQ / NASDAQ-Europe and the Neuer Markt and was also a board member of the European Association of Securities Dealers (EASD), the membership organization of EASDAQ / NASDAQ-Europe, for five years as well as a member of the workgroup Finanzplatz e.V. in Frankfurt.

Johannes holds a master degree (Diplom-Kaufmann) in Business Administration from WHU Koblenz (Otto Beisheim Graduate School of Management).
ACXIT Capital Partners
About us
  • ACXIT Capital Partners is a leading international corporate finance and investment advisory firm for mid-market clients and entrepreneurs in Europe and beyond
  • As an independent, privately owned firm, we maintain offices in Frankfurt, Berlin, Munich, Leipzig, Zurich and Hong Kong as well as strong alliances in India, China and the USA
  • Our clients are corporations, family-owned businesses, entrepreneurs, financial sponsors and family offices

Our Services
  • Since 1998, we offer our clients comprehensive corporate finance advisory services including M&A and capital markets advisory as well as restructuring, debt and strategic advisory
  • To date, we have completed more than 350 transactions with a total deal/financing volume of approx. EUR 17bn
  • While our home market is in the German speaking region, most clients are international and transactions cross-border

Our Industries
  • Our advisory expertise is founded on an in-depth understanding of the key industries served by the company, covering the industrial and technology sectors as well as the real estate sector
  • We have successfully advised clients in their key sectors: Internet & Media, Software & IT, Mobile & Telecom, Healthcare & Pharma, Retail & Consumer Goods, General Industries and Real Estate
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Press contact:
ACXIT Capital Holding GmbH
WestendDuo
Bockenheimer Landstrasse 24
60323 Frankfurt am Main
Tel.: +49 69 247 414 100
Fax: +49 69 247 414 999
Email:
press@acxit.com
www.acxit.com


Dr. Ingmar Ackermann, Managing Partner
Email:
ingmar.ackermann@acxit.com


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Publisher:
ACXIT Capital Holding GmbH – WestendDuo – Bockenheimer Landstrasse 24 – 60323 Frankfurt am Main
Tel.: +49 69 247 414 100
Email:
press@acxit.com

Publishers in charge:
Johannes H. Lucas, Andreas Thümmler, Thomas Klack, Jens Tschauder

Commercial register:
Amtsgericht Frankfurt am Main – HRB 101001 – VAT ident nr.: DE298914039

Foto credit:

Dominik Michalek – 54753433

Copyright © ACXIT Capital Holding GmbH 2017