ValueTrust Financial Advisors

Name

ValueTrust Financial Advisors

Legal name

PVT Financial Advisors SE

Website

https://value-trust.com

Company type

Private

Founded year

2007

Operating status

Operating

Headcount range

11–50 employees

Ownership category

akta.pro rank

Product category

Corporate Finance Advisory

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro industry

PRIMARYBPAHANAA

Business Valuation (Private Companies & Equity Interests)

Business & Public Services/Professional Services (Legal, Accounting, Consulting)/Valuation, Appraisal & Forensic Services

SECONDARYBPAHAOAF

Fairness Opinions & Independent Financial Advice

Business & Public Services/Professional Services (Legal, Accounting, Consulting)/M&A, Transaction & Restructuring Advisory

SECONDARYFSAEAGAF

Fairness Opinions & Independent Board Advice

Financial & Insurance/Financial Advisory, Brokerage & Intermediation/M&A Advisory & Corporate Finance

SECONDARYFSAEAGAE

Corporate Finance Advisory (Strategic Finance, Capital Structure & Recaps)

Financial & Insurance/Financial Advisory, Brokerage & Intermediation/M&A Advisory & Corporate Finance

SECONDARYBPAHADAB

Corporate Finance & Capital Advisory

Business & Public Services/Professional Services (Legal, Accounting, Consulting)/Strategy & Corporate Finance Advisory

Keywords

• Business valuation services
• Fairness opinions
• Corporate finance advisory
• Mergers and acquisitions
• Dispute advisory

Headquarters

HQ city

Munich

HQ country

Germany

HQ region

Europe

Offices4 records

Markets served

GTM type

B2B

Offering type

Services

Revenue model

1. Advisory Fees: Professional advisory fees for valuation and financial advisory services including fairness opinions, M&A advisory, dispute advisory, and restructuring engagements. Services are typically project-based or retained advisory mandates.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels6 records

Core offering

ValueTrust Financial Advisors provides independent corporate finance advisory services across four integrated service lines: Valuation Advisory (independent business valuations for M&A, restructurings, squeeze-outs, and regulatory compliance), Financial Advisory (CFO advisory, financial strategy, and special projects), Dispute Advisory (damage quantification and expert witness testimony), and Strategic Corporate Finance and M&A Advisory (board-level advice on transactions, takeovers, and IPOs). Services are delivered by senior professionals applying IDW S1 and DVFA standards across the DACH region.

Product overview

ValueTrust Financial Advisors is a leading independent corporate finance advisory firm in the DACH region offering a unified suite of advisory services rather than a software product platform. The portfolio consists of four integrated service lines: Valuation Advisory (independent business valuations for M&A, restructuring, and regulatory compliance), Financial Advisory (CFO advisory, financial modeling, and special project support), Dispute Advisory (expert witness and damage quantification for arbitration and litigation), and Strategic Corporate Finance and M&A Advisory (board-level strategic advice on transactions, takeovers, and IPOs). All services are delivered by senior professionals with expertise aligned to specific transaction types and regulatory standards.

Differentiator

Problem solved

Functional benefit

Products and services

• Valuation Advisory

Quantifiable outcome

• Court decisions confirming ValueTrust valuation methodology
• +2 more outcomes

Named customers27 records

Segments4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature4 records

Partnerships

14 partnerships are on record, tiered core and minor.

• Valuation Research Group (VRG)coreStrategic or Co-development PartnerValueTrust is a member of VRG, the international partner network of Valuation Research Corporation (VRC), providing deep expertise in valuation advisory and value-related services for international businesses in more than 60 countries.
• Ghorfa Arab-German Chamber of Commerce and IndustryminorGTM or Marketing PartnerValueTrust is sponsor of GCC-Germany Business and Investment Forum and Arab-German Business Forum, extending international reach in Arab-German business relations.
• Swiss Takeover BoardcoreStrategic or Co-development PartnerValueTrust is licensed as a fairness opinion preparer for public takeovers and mergers in the Swiss market, enabling regulated valuation services.
• Munich M&A Forum e.V.minorGTM or Marketing PartnerValueTrust is a member and sponsor of the Munich M&A Forum, which holds events every six months for M&A professionals in the Munich market.
• DVFA (German Association for Financial Analysis and Asset Management)coreStrategic or Co-development PartnerValueTrust CEO is a personal member of DVFA and contributed to Best Practice Recommendations on Corporate Valuation and Principles of Fairness Opinions in the Corporate Transactions & Valuation working group.
• European Association of Consultants, Valuators and Analysts (EACVA)minorStrategic or Co-development PartnerValueTrust employees are members of EACVA-Germany, whose founding members include ValueTrust's Chairman of the Board.
• Schmalenbach-Gesellschaft fur Betriebswirtschaft e.V.minorStrategic or Co-development PartnerValueTrust is a member contributing to industry standards in business administration.
• WU Vienna (Vienna University of Economics and Business)minorStrategic or Co-development PartnerJoint academic studies with WU Vienna including the Austrian transaction and capital markets study, conducted through the Institute for Accounting and Auditing.
• HHL Leipzig Graduate School of ManagementminorStrategic or Co-development PartnerAcademic partnership including the first German study on systematic analysis of takeover bids and delisting strategies (taking private study).
• LMU Munich (Ludwig-Maximilians-University)minorStrategic or Co-development PartnerValueTrust represented by an honorary professorship for Practice of Transaction-Oriented Valuation and Value-Oriented Management at LMU Munich.
• FINEXPERT GmbHcoreStrategic or Co-development PartnerValueTrust is sponsor of the quarterly Finexpert-Report and co-publisher of the annual German Takeover Report.
• Corporate Finance JournalminorStrategic or Co-development PartnerValueTrust management is represented on the editorial board of the trade journal Corporate Finance.
• 73 StringscoreTechnology or IntegrationValueTrust brings 73 Strings' digital valuation solution QUBIT X to Germany, Switzerland and Austria, combining semi-automated valuation technology with ValueTrust's financial expertise to create a one-stop shop for valuation requirements.
• VHB (Verband der Hochschullehrer fur Betriebswirtschaft e.V.)minorStrategic or Co-development PartnerChairman of ValueTrust is a member of the Association of University Teachers for Business Administration.

Scale indicators6 records

Recent moves9 records

Expansion highlights5 records

Direct peers

• Valuation Research Corporation: US-headquartered parent of the Valuation Research Group (VRG) network that ValueTrust is a member of. Closest international peer for cross-border valuation mandates and operates the network that provides ValueTrust's global delivery capability.
• Duff & Phelps (Kroll): Global valuation, M&A advisory, and disputes firm that was ValueTrust's parent group from 2007 to 2013. Most direct peer given shared DNA (Kroll acquired Duff & Phelps), overlapping service lines in fairness opinions and valuation, and competitive overlap in DACH structural measures.

Broad incumbents

• EY (Valuation): Big 4 advisory firm offering valuation and corporate finance services with strong German footprint. Competes on cross-border mandates and benefits from integrated advisory model but constrained by audit independence in core ValueTrust niches.
• FTI Consulting: Global advisory firm with significant valuation, disputes, and restructuring practices. Competes for expert witness, arbitration, and valuation work in Germany and competes for the same complex corporate finance mandates.
• PwC (Valuation): Big 4 advisory practice with significant business valuation and fairness opinion work in Germany and across DACH. Competes on integrated audit-advisory cross-sell but faces audit independence restrictions in takeover and structural measure engagements.
• BDO (Valuation): International advisory network with significant valuation practice in Germany. Competes on mid-market valuation and fairness opinion mandates and benefits from international footprint in cross-border DACH deals.
• KPMG (Valuation): Big 4 firm with major valuation practice in Germany — ValueTrust originated from KPMG Corporate Finance employees in 2007. Big 4 firms compete on larger, scale-driven mandates but are constrained by audit independence rules in situations ValueTrust specializes in.
• Deloitte (Valuation): Big 4 firm with substantial valuation, M&A, and restructuring practices serving DACH listed companies. Competes for larger, scale-driven engagements and benefits from full-service cross-sell but is structurally constrained by audit independence in takeover mandates.
• Houlihan Lokey: Global investment bank with leading independent valuation and fairness opinion practice, competing for the same public M&A and restructuring mandates. Larger scale and broader sector coverage make it a benchmark competitor for cross-border DACH mandates.

Regional players

• Oaklins: International mid-market M&A advisory with DACH presence and active fairness opinion and valuation practice. More focused on sell-side M&A than structural measures, but overlaps on valuation mandates for mid-sized listed companies and family-owned businesses in DACH.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Subsidiaries3 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about ValueTrust Financial Advisors