Successful Succession in an Evolving Industry

AMS Anlagen-Montagen-Service GmbH, a medium-sized service company founded in 1993 and specializing in the mechanical maintenance and repair of industrial plants, faced a sales process due to the retirement of its founder and managing partner, Claus-Dieter Ahnert. In collaboration with CARL, the objectives and transaction process were aligned, and the company's positioning and equity story were precisely crafted.

Through targeted investor outreach, suitable buyers were identified, who submitted indicative offers following a management presentation and site visit. A structured bidding process enabled CARL to determine the best possible purchase price, reflecting the company's value and meeting the seller's expectations. Despite challenging market conditions, CARL successfully led the sales process to completion.

AMS was sold to the family-owned company EBERT HERA, ensuring an optimal portfolio addition and the future positive business development. Claus-Dieter Ahnert will continue to be associated with his life's work as an advisor to the new managing director.