We offer a wide range of banking and advisory service in the areas of Equities, Corporate Finance and Financial Markets.

Equities

Berenberg has become one of the most sought-after advisors on the European stock markets.

We have one of Europe’s largest research teams, covering 850 companies. 

Our research provides the foundation for our successful stock picking approach. Equities are selected completely independently based not only on solid, detailed analysis of company financials and management expertise, but also on a deep understanding of current issues that can affect the stock price. 

Thorough analysis of the competitive environment allows us to identify well-managed companies whose market position will enable them to generate long-term, steadily increasing capital yields. 

Disclosure reports

Comments financial analysis

Equity Research Portal

Conferences & Corporate Access

Equity Research
Laura Janssens
Telephone: +44 203 465 2739

With more than 60 staff in nine offices in Europe, the UK and the US, we have one of the largest sales teams for European equities. Institutional Sales focuses on the needs of our 900 institutional clients, with integrity and high service quality as defining parameters. We set great store by getting to know clients and their investment preferences in detail, and pay individual, personal attention to each investor. 

Our sales team is made up of specialists as well as generalists, so that clients have access to excellent industry knowledge and deep insights into the respective markets. 

Direct access to international funds managers gives us great opportunities to execute and place capital increases and ensures that our small, mid, and large-cap clients all see us as a capable and trustworthy partner. 

We further support our clients’ investment decisions by bringing them together with the executives of listed companies, at management roadshows as well as on company visits for which we handle organisation and logistics.

Equity Institutional Sales
LONDON
Sean Heath
Telephone: +44 20 3465 2742
HAMBURG
Marco Weiß
Telephone: +49 40 350 60-719
FRANKFURT
André Großkurth
Telephone: + 49 69 91 30 90 734
PARIS
Dalila Farigoule
Telephone: +33 1 5844-9510
Zurich
Jamie Nettleton
Telephone: +41 44 283 20 -26
NEW YORK
Peter Nichols
Telephone: +1 646 445-7200

Berenberg is one of Europe’s leading banks for equity trading on electronic exchanges. Since we serve almost all European institutional clients as well as many worldwide institutions, a great many of our trades are done OTC (over the counter) and thus with little disruptive impact. 

We are a member of the German Stock Exchange, Italian Stock Exchange, NYSE Euronext, SIX Swiss Exchange, Vienna Stock Exchange, London Stock Exchange and the NASDAQ OMX Nordic.

In addition to direct stock exchange memberships, Berenberg also offers executions on almost all pan-European stock exchanges through access products and multilateral trading facilities (MTFs) like Chi-X and Turquoise. 

Our trading team is based in Hamburg and New York, and is made up of seasoned traders with many years of professional experience and direct access to stock exchanges. We also offer clients the use of our Algo technologies. 

Like our Equity Sales team, our Sales Trading team is distributed across several locations, in order to offer worldwide institutional fund and hedge fund managers and trade departments first-class assistance in executing their trades. 

Equity Trading

New York
Lars Schwartau
Telephone: +1 646 445 -5571

Hamburg
Philipp Wiechmann
Telephone: +49 40 350 60-346

As corporate brokers, clients keep us on retainer to advise them long-term in all questions around the stock market and possible investors. We also assist company management in properly assessing the various interests of international investors. Berenberg has longstanding relationships with 900 institutional investors around the world and more than 850 listed companies in Europe, the UK and the US covered by our analysts. The knowledge from these relationships, our unique sales platform with offices in Hamburg, London, New York, Boston, San Francisco, Paris, Frankfurt and Zurich, and our numerous capital market activities make us first-class advisors for listed firms.

Corporate Broking
Chris Bowman
Telephone: +44 20 3753-3021

Private companies offer increasingly interesting investment opportunities for investors. At the same time there is a broader interest in unlisted investments from an increasingly diverse range of investors.  With a strong broking heritage, the art of matching suitable investors to clients is where we add substantial value. 

We aim to maximise reach and enhance relevance by taking a data driven analytical approach that utilises the breadth and depth of the Berenberg platform to optimise outcomes for our clients.  Mainly acting for corporates with growth capital requirements, we provide bespoke solutions to access the full range of potential investors including PE, VC, CVC, FO, HNW and institutional investors in an often opaque investor landscape. 

Private Company Financings
Mark Williams
Telephone: +44 20 3753 3196

The revised Markets in Financial Instruments Directive (MiFID II) and the accompanying Markets in Financial Instruments Regulation (MiFIR) have come into effect on 3 January 2018. To learn more about our approach to being MiFID II ready, please visit our dedicated
MiFID II website.
 

LONDON
Laura Cooper
Telephone: +44 20 37533065

Equities - Conferences & Corporate Access

Within the framework of our investors' conferences, selected companies from the universe covered by us meet the investors serviced by us. Company presentations, one-on-ones and other events lead to an intense exchange of information. For more information, or to register for the sector conferences, please click the link in the list.

Please click here to read our privacy statement.
Berenberg operates a 24-hour cancellation policy for events and meetings [(including, without limitation, [one-on-one corporate access] meetings that take place during larger events, roadshows and conferences)].
Accordingly, should you wish to book or cancel a meeting please give us not less than 24 hours’ notice of your intention to attend the meeting and of any change in your plans.
[Berenberg reserves the right to charge its clients for meetings cancelled on less than 24 hours’ notice prior to the scheduled meeting time.]

Investor Conferences
London & New York
Telephone: +44 20 3207 7831
Corporate Access
London & New York
Telephone: +44 20 3207-7886

Our Corporate Access team works with over 1,000 European and North American listed companies, providing them with up-to-date investor feedback and helping them to optimise their investor access programmes, whether it be through roadshows, conference attendance or investor trips to their headquarters or productions sites.
Based in all the major financial cities across Europe and the US our team of over 20 corporate access professionals and roadshow coordinators ensure that all corporate and investor access events are executed to the highest possible standard.
For more information, or to register for the sector conferences, please click the link in the list.
Please click here to read our Privacy Statement

Corporate Finance

Corporate Finance bundles our capabilities in capital markets, financing and M&A.

EQUITY & DEBT CAPITAL MARKETS
Bastian Schiedat
Telephone: +49 69 91 30 90731
M&A ADVISORY
Silke Krüger
Telephone: +49 40 350 60-515

Our Equity Capital Markets team (ECM) assists with IPOs, capital increases and reallocations, and advises on public takeovers. Thanks to our close relationships to institutional investors around the world, in recent years Berenberg has built an excellent position in initial public offerings and capital increases. This is reflected in the rankings: Berenberg is once again number one in the German-speaking region in 2018, measured by the number of ECM transactions.

Our ECM team brings with it experience from many successfully concluded transactions, allowing us to offer clients a comprehensive range of services. The members of our team have accompanied many firms as they go public or otherwise raise capital.

Awards:
In January 2018, Berenberg was voted the best EMEA Mid-Market Equity House by Thomson Reuters at the prestigious IFR Awards (International Financing Review).

Our services:

  • IPOs
  • Capital increases with and without subscription rights
  • Reallocations
  • Takeover, mandatory and recapitalisation offers
  • Squeeze-out/delisting (privatisation)
  • Demergers and spin-offs
  • Dual-track processes
  • Stock buy-backs
  • Stock option programmes 

Overview ECM transactions

Equity Capital Markets
GLOBAL / CONTINENTAL EUROPE
Bastian Schiedat
Telephone: +49 69 91 30 90731
UNITED KINGDOM
Chris Bowman
Telephone: +44 20 3753-3021
UNITED STATES
JAMES RAMP
Telephone: +1 646 445-4862

Our Debt Capital Markets team assists clients with the structuring and placement of all types of bonds, convertibles, hybrid bonds and promissory notes in the capital market as well as bond repurchase programs and tender offers. Over the last years, Berenberg was able to leverage its excellent relationships with investors to successfully place bonds and convertibles on the capital markets.

Berenberg has successfully placed debt transactions with a volume of around 5 billion Euros over the last two years and continued to expand its strong market position in convertible bonds.

Clients benefit from our team’s extensive experience from numerous completed transactions allowing us to offer comprehensive and tailor-made financing solutions.

Our services:

  • Bonds (investment grade, high-yield and hybrid bonds)
  • Convertible bonds
  • Promissory note loans
  • Bond redemption programmes
  • Tender Offers
  • Rating and debt advisory

Overview DCM transactions

Debt Capital Markets
Dominik Gansloser
Telephone: +49 69 91 30 90-566

Berenberg is the leading independent advisor for industry-defining public and private merger and acquisition transactions in Germany. In recent years, we have provided advice for more than 50 transactions throughout all sectors. A large number of these were transacted across international borders. Based on our capital market capacities, we assisted with buy-side and defence strategies for listed companies in 25 public takeovers with a total transaction volume of over €20 billion. We have close and trusting working relationships with owner-managed and family-managed SMEs. We provide them with regular assistance in situations involving succession and act as their strategic advisor for inorganic growth strategies. We also advise family offices in their search for suitable corporate investments.

Our advisory team offers our clients many years of sector-specific expertise, access to all of the Bank’s resources, in particular to our fully integrated capital market platform, and to our multi award-winning equities research. Our clients benefit from the interdisciplinary collaboration at Berenberg and first-class access to private and listed companies.

As a private bank based in Germany with the global reach of an international advisory firm, we support our clients from our locations in Frankfurt, London and New York across the entire spectrum of M&A activity:

  • Selling and acquiring companies
  • Succession advice
  • Advice in conflict situations between shareholders
  • MBOs and MBIs
  • Public takeovers
  • Take-private transactions
  • Defence strategies for listed companies
  • Advice in connection with activist investors
  • Assistance in the search for majority and minority investors
  • Mergers and joint ventures

Increasing digitalisation and disruptive technology trends such as Industry 4.0 and Artificial Intelligence are resulting in new business models across all industries and in lasting changes in the competitive environment with M&A-related impetus.
In view of this dynamic transition, our in-depth industry expertise and multi-layered M&A advisory offering puts us in an ideal position for our clients, allowing us to support the corresponding market stakeholders in managing the respective risks and opportunities going forward. This can take the form of traditional growth and platform acquisitions, or more innovative investments and capital market solutions like carve-outs, spin-offs and joint ventures, which are drivers for an adequate portfolio realignment.

 

M&A Advisory
M&A ADVISORY
Silke Krüger
Telephone: +49 40 350 60-515

Financial Markets

Our range of fixed income and forex trading services are geared primarily to companies, institutional investors and banks.

Head of Financial Markets
Arne Rahner
Telephone: +49 40 350 60-5440

Forex trading offers you first-class, individual solutions as well as strategies for all challenges on the interest rate and forex market. Our experienced team is at hand to assist you in identifying risks, analysing cash flow and managing your entire interest and foreign exchange exposures. 

Our range of services includes the following:

  • Tailored interest rate and forex management to hedge against market price risks
  • Traditional forex business (spots, forwards, swaps, NDFs)
  • Active FX option portfolio and cash flow management
  • Electronic FX trading platform including 24h pricing stream/order routing

In addition to our FX Commentary published daily, we provide you with a current market outlook, including relevant market data, in our weekly forex information letter. You can subscribe to both of these letters here.

Forex Trading
Forex Trading
Telephone: +49 40 350 60-66
FX & Interest Rates Sales
Christian Kwasnicki
Telephone: +49 40 350 60-702
Trading
Sebastian Kolodziej
Telephone: +49 40 350 60-339

Our experienced team in Hamburg and London offers individual solutions for the daily investment needs of institutional investors from liquid sovereign bonds, Pfandbriefs to high yield, distressed situations and convertible bonds.

Whether for interpreting market news, transactions with our trading systems or the use of our longstanding international network, our committed and motivated team is at your side with high advisory and service quality.
 

Fixed Income Sales Trading
Deutschland/Österreich
Sven Zimatrys
Telephone: +49 40 350 60-390
UK & Europe
Daniel Meier
Telephone: +44 20 3753 -3023

Our Fixed Income Research Team in Frankfurt analyses a broad range of fixed-interest investment instruments such as covered and uncovered bank bonds, government bonds as well as debt instruments from government-related issuers (sub-sovereigns, agencies or supras). Analyses may also focus on green bonds and investment-grade corporate bonds as required.

The research centres around the following products:

  • Current market commentaries
  • Market studies on various asset classes and sub-segments
  •  Issuer profiles
  • Assessments of developments on the primary and secondary market
  • Special publications on bank-specific and regulatory issues
  • Collateral pool analysis

Fixed Income Research Portal

    Fixed Income Research
    Philipp Jäger, CIIA, FRM
    Telephone: +49 69 91 30 90-590
    Helge Schunck, CFA, CEESGA
    Telephone: +49 69 91 30 90-591

    The revised Markets in Financial Instruments Directive (MiFID II) and the accompanying Markets in Financial Instruments Regulation (MiFIR) have come into effect on 3 January 2018. To learn more about our approach to being MiFID II ready, please visit our dedicated
    MiFID II website.