Marion Swoboda-Curlew

Marion Swoboda-Brachvogel: Team

Marion Swoboda-Brachvogel

Managing Partner
Publicly sworn and court-certified expert

After completing her studies in Munich and London, Marion Swoboda-Brachvogel worked as a management consultant for McKinsey & Company. She then shifted her focus to equity research, specializing in corporate finance and capital markets. From 2006 to 2011, she worked in investment banking/equity research at UniCredit Markets & Investment Banking and at CA Cheuvreux in Vienna, where she was responsible for financial institutions research in Austria and Eastern Europe. From 2011 to 2016, she was a portfolio manager at B&C Industrieholding, where she was responsible for existing company holdings and M&A activities such as screening and due diligence of potential targets. From 2017 to 2023, she worked in valuation and M&A advisory, managing the Vienna office of ValueTrust / ParkView and serving as managing director for its activities in Austria.

Marion advises investors and companies of various industries and sizes on strategic issues, with a focus on M&A matters – from developing M&A strategies to supporting specific M&A processes – as well as on business valuations. She is a court-certified and sworn expert for business valuation and business planning.

Personal project experience

Strategy

Support of the post-merger integration of two large European financial institutions, focusing on controlling restructuring costs
Development of a (growth) strategy for a universal bank, including an assessment of synergies between the retail, wholesale, and investment banking units
Benchmarking of the cost structure and development of a cost reduction program for an insurance company
Development of target systems for value-oriented corporate management in various industries
Support of an efficiency/cost reduction program from an owner's perspective
Development of an M&A strategy aligned with overarching corporate objectives for a holding company

Valuation / Mergers & Acquisitions

Leading commercial due diligence with internal and external teams across various sectors
Valuation of a start-up portfolio for an investment holding company
Valuation of the equity and debt of a fashion company undergoing restructuring
Preparation of a fairness opinion in preparation for a planned company sale to support the sale decision and safeguard the company's governing bodies
Valuation of an asset manager in preparation for its IPO
Valuation of an insurance company in preparation for its IPO
Valuation of a catering company for its capital increase
Valuation of a growth company in the gas sector during investor negotiations in a financing round
Preparation of a fairness opinion in a fund-to-fund transaction
Estimation and allocation of achievable synergies in M&A situations
Ongoing valuation of listed companies from various sectors in Austria and CEE
Determination of the cost of capital and definition of the target return for a holding company
Preparation of an expert opinion in the context of a post M&A disputes for a logistics company
Review of impairment tests (assumptions, methodology) for a logistics company
Company valuation in the context of a planned M&A transaction with subsequent shareholder buyout by a private equity investor
Support for a VC investor in the sale process of a software company
Support for a large private equity fund during the M&A process involving an Austrian healthcare target

Sector expertise

Industrials
Aviation
Financial Institutions
Consumer Goods
Logistics
Energy
Start-ups und Scale-ups