CASE STUDY | Debt advisory
d . i . i . Group
d . i . i . Deutsche Invest Immobilien AG (“ d . i . i .”) is a leading , privately-held , integrated alternative asset manager for residential real estate in Germany .
www . dii . de
SITUATION
· Existing financing structure of numerous bilateral loans
· Challenge : Secure financing with an entrepreneurialthinking debt provider that understands the business model-related group structure and that supports d . i . i . in unlocking further growth potential and consolidating its market position
goetzpartners received a mandate as debt advisor to raise financing to unlock further growth potential .
SOLUTION
In a first step , the advisory team provided tailor-made information to bring transparency to the group structure of d . i . i . Further , the team supported the creation of a business plan for the refinancing process that included the definition of the group ’ s financing requirements . goetzpartners also designed a feasible capital structure and approached the market by setting up a competitive debt process to filter out the best financing partner for the client . Thanks to goetzpartners ’ powerful network , a financing party providing a unitranche was found in a short time .
goetzpartners provided a compelling business plan and comprehensive information for the refinancing process . Their management of the entire closing was really impressive . ( Holger Stork , CFO / CIO d . i . i . Group )
During the project , the goetzpartners team organized the management of all parties involved in the financing process , such as the due diligence providers and lawyers . This ensured a smooth due diligence process .
goetzpartners guided us excellently from the very beginning until the end of our financing process , and managed the entire organization . With goetzpartners ’ help , we succeeded in finding a debt provider and laid the foundation for our future growth . ( Frank Wojtalewicz , CEO d . i . i . Group )
RESULT
· Successful refinancing enabled the group to consolidate its market position
· Development of the best financing option in a competitive financing process to fund defined growth initiatives , therefore unlocking d . i . i .’ s growth potential