I-ADVISE

What I-ADVISE does

I-ADVISE AG Wirtschaftsprüfungsgesellschaft is an independent German accounting and advisory firm founded in 2007 and headquartered in Düsseldorf, with a second office in Frankfurt. The firm operates a partner-led, project-based professional services model across four interconnected service lines: M&A Advisory (buy-side and sell-side transaction support), CFO Advisory Services (pre-deal preparation, exit readiness, post-merger integration, financial modeling), Transaction Services (financial and tax due diligence, fact books, vendor due diligence, tax structuring), and Valuation Services (IDW-compliant statutory, fairness opinion, purchase price allocation, and tax-driven valuations). Underlying technology is limited to proprietary valuation frameworks and a published monthly base rate calculation methodology following IDW S1 recommendations using Deutsche Bundesbank yield curve data via the Svensson method, supplemented by recurring proprietary research studies on German valuation practice, implicit market risk premiums for European and US indices, and sector-specific valuation spotlights.

Revenue is generated entirely through customized, quote-driven professional services engagements priced on transaction complexity, scope, team seniority, and duration, typically structured as multi-year mandates. Go-to-market is consultative and direct: senior partners lead business development through personal networks, professional referrals, industry events, and thought-leadership content distribution. The client base spans large international corporates, listed companies (including DAX and M-DAX constituents), private equity and venture capital firms and their portfolio companies, family offices, and German Mittelstand / mid-cap companies. Cross-border transactions are served through a mutual cooperation agreement with Stout Risius Ross (US) and an international alliance of cooperation partners in 10+ countries. The firm has completed over 100 cumulative M&A and valuation engagements across manufacturing, energy, automotive, healthcare, retail, IT services, aerospace, and publishing sectors. Headcount is in the 11-50 range with a partner cohort drawn predominantly from Big Four firms (KPMG, EY, Deloitte, PwC, Arthur Andersen).

Name

I-ADVISE

Legal name

I-ADVISE AG Wirtschaftsprüfungsgesellschaft

Website

https://i-advise.de

Company type

Private

Founded year

2007

Operating status

Operating

Headcount range

11–50 employees

Short description

I-ADVISE AG Wirtschaftsprüfungsgesellschaft is an independent German accounting and advisory firm, founded in 2007 in Düsseldorf, providing M&A advisory, transaction services, CFO advisory, and IDW-compliant valuation services to mid-cap corporates, PE/VC firms, family offices, and listed companies via partner-led engagements.

Ownership category

akta.pro rank

Product category

M&A and Transaction Advisory Services

NAICS

Management Consulting Services (54161), Management, Scientific, and Technical Consulting Services (5416), Other Management Consulting Services (541618), Portfolio Management and Investment Advice (523940)

SIC

Services-Engineering, Accounting, Research, Management (8700), Services-Management Consulting Services (8742)

akta.pro industry

PRIMARYBPAHADAC

M&A Advisory (Buy-side/Sell-side)

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

SECONDARYBPAHADAA

Corporate Strategy Advisory

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

SECONDARYBPAHAOAF

Fairness Opinions & Independent Financial Advice

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

SECONDARYFSAEAGAA

Sell-Side M&A Advisory

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

SECONDARYFSAEAGAB

Buy-Side M&A Advisory

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

SECONDARYFSAEAGAF

Fairness Opinions & Independent Board Advice

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

SECONDARYFSAEAGAH

Cross-Border M&A Advisory

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

Keywords

• M&A advisory services
• Transaction services
• Business valuation
• Financial due diligence
• CFO advisory

Headquarters

HQ city

Düsseldorf

HQ country

Germany

HQ region

Europe

Offices2 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. M&A Advisory Services: Comprehensive buy-side and sell-side M&A advisory including target identification, valuation, due diligence support, transaction structuring, and contract negotiation assistance.
2. Transaction Services: Financial and tax due diligence, fact book preparation, vendor due diligence, and contract assistance for M&A transactions.
3. Valuation Services: Business valuations for corporate transactions, statutory requirements (squeeze-outs, mergers), fairness opinions, purchase price allocations, impairment tests, and tax-driven valuations.
4. CFO Advisory Services: Pre-deal preparation, exit readiness services, post-merger integration support, and business planning and financial modeling.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels4 records

Core offering

I-ADVISE is an independent German audit and advisory firm that provides M&A Advisory (buy-side and sell-side transaction support), CFO Advisory (pre-deal readiness, post-merger integration, business planning), Transaction Services (financial and tax due diligence, fact books, vendor due diligence), and Valuation Services (IDW-compliant business valuations for statutory, tax, and financial reporting purposes). The firm serves large and medium-sized international corporates, private equity and venture capital firms, family offices, and banks through offices in Düsseldorf and Frankfurt and an international network of cooperation partners.

Product overview

I-ADVISE is a professional services firm offering a unified portfolio of four interconnected advisory services. The core offerings include M&A Advisory (buy-side and sell-side transaction support), CFO Advisory Services (pre-deal preparation, post-merger integration, business planning), Transaction Services (financial and tax due diligence, vendor due diligence, fact books), and Valuation Services (business valuations for corporate, legal, tax, and financial reporting purposes). These services are designed to support clients through the entire lifecycle of corporate transactions, from strategic preparation through execution and post-deal integration.

Differentiator

Problem solved

Functional benefit

Products and services

• M&A Advisory Comprehensive buy-side and sell-side M&A advisory services covering the entire transaction process, including market analysis, target identification, valuation modeling, negotiation support, due diligence coordination, and contract assistance for large corporates, Mittelstand companies, private equity firms, and family offices.
• CFO Advisory Services
• Transaction Services
• Valuation Services

Quantifiable outcome

• Over 100 successful M&A and valuation transactions completed across various industries
• +1 more outcomes

Named customers15 records

Segments5 records

Ideal customer profiles5 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature3 records

Partnerships

Eight partnerships are on record, tiered minor and core.

• 8AdvisoryminorStrategic or Co-development Partner · 1 January 2014French cooperation partner that collaborated with I-ADVISE on the MVV Energie acquisition of Windwärts, supporting financial due diligence and valuation for German and French operations.
• Stout Risius Ross Inc. (SRR)coreStrategic or Co-development PartnerInternational cooperation agreement with SRR, a US-based global financial advisory firm with 12 offices in the US specializing in Valuation & Financial Opinions, Dispute Advisory & Forensic Services, and Investment Banking. SRR has been recognized as top-3 fairness opinion advisor in the US and top-10 globally per Thomson Reuters M&A Financial Advisory Review.
• Private Equity NetworkminorOthersProfessional organization membership providing networking and industry representation.
• TMA Germany (Turnaround Management Association)minorOthersProfessional association membership for turnaround and restructuring professionals.
• IDW (Institut der Wirtschaftsprüfer)coreOthersMember of the Institute of Public Auditors in Germany, adhering to professional standards and contributing to valuation methodology development.
• BVK (Bundesverband Beteiligungskapital)minorOthersGerman private equity and venture capital association membership.
• SKP Group (India)minorStrategic or Co-development PartnerIndian consulting firm specialized in cross-border consulting, invited to seminar on establishing business presence in India.
• ProTalent Scholarship Program - University of MünsterminorOthersSponsorship of outstanding students at the Chair of International Accounting (IUR) at University of Münster as part of the ProTalent scholarship program based on Deutschlandstipendium.

Scale indicators2 records

Recent moves7 records

Expansion highlights5 records

Broad incumbents

• Lazard: Global bulge-bracket financial advisory with significant German mid- and large-cap M&A activity. Comparable at the upper end of I-ADVISE's addressable market where the boutique competes on independence and statutory expertise.
• Alantra: International financial advisory and asset management firm with strong European mid-market M&A practice. Comparable as a broader incumbent competing for cross-border mid-cap mandates with similar service offering.

Direct peers

• Oaklins: International mid-market M&A advisory with a large German team (formerly M&A International). Direct peer on cross-border mid-market transactions, sector-specialist coverage and PE/Mittelstand client overlap.
• IMAP: Global M&A advisory network focused on mid-market transactions with strong presence in Germany through IMAP Germany. Highly comparable to I-ADVISE on mid-cap M&A advisory, cross-border deal execution, and Mittelstand client base.
• goetzpartners: Independent German corporate finance advisory firm providing M&A advisory, restructuring and strategic consulting to mid- and large-cap clients. Closest direct peer given overlapping DACH focus, Big Four-style service mix, and independence positioning.
• Clairfield International: International mid-market M&A advisory with strong DACH presence. Comparable to I-ADVISE on cross-border deal execution for mid-cap corporates and PE houses, with similar deal-size sweet spot.
• ACXIT Capital Partners: Frankfurt-headquartered independent M&A advisory focused on German Mittelstand and mid-cap transactions. Highly comparable on service mix (buy-side/sell-side advisory, transaction services) and DACH Mittelstand client base.
• Loy & Co Corporate Finance: Independent DACH mid-market M&A advisory firm. Comparable to I-ADVISE on German mid-cap sell-side and succession-driven transactions, and notably a former employer of I-ADVISE's recent partner hire Beatrice Berg.

Others

• 8Advisory: Independent French financial advisory firm specializing in transaction services and valuation. Already a cooperation partner of I-ADVISE on Franco-German transactions, with overlapping service offering in financial due diligence.
• Stout (Stout Risius Ross): US-based global financial advisory firm with valuation, fairness opinion, dispute advisory and investment banking services. Already a cooperation partner of I-ADVISE for cross-border mandates; comparable service mix on the US side.

Market position

Strengths5 records

Weaknesses4 records

Competitive moat5 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/i-advise-ag

Revenue estimate

Valuation estimate

Number of profiles

Profiles11 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 I-ADVISE