BBH EXPERTS

• Valuation of companies/business units, energy supply grids and energy generation facilities, among others based on IDW S 1 and IDW S 8 or other recognised methods (fair value method (Sachzeitwertverfahren; indirect itemised valuation (mittelbare Einzelbewertung), index method (Indexmethode)), simplified or modified German income capitalisation approach (Ertragswertverfahren), Stuttgart method (Stuttgarter Verfahren) and many more)
• Valuation of intangible assets (e.g. technologies, patents, trademarks etc.), among others based on IDW S 5 and other standards
• Due diligence investigations (business and financial) and financial modelling
• Valuation of medical practices and tax advisory firms
• Valuations in the context of purchase price allocations and impairment tests
• Development of restructuring plans based on IDW S 6
• Damage assessment (particularly in relation to potential antitrust violations)
• Finding investors (identification of potential investors and buyers), preparation of transaction-related documents (e.g. teaser and information memorandum) as well as the conduct of negotiations
• Business consulting

David Klee focuses on the valuation of companies (business units), intangible assets, energy supply grids as well as energy generation facilities and also provides advice in the context of M&A and due diligence investigations. Furthermore, he prepares financial analyses, business plans and management accounting analyses.

• Born in Menden (Sauerland) in 1988
• 2010-2012 business studies at a university of applied sciences, B.A. in Business Administration (FH) (dual studies including vocational training as an industrial clerk (Industriekaufmann) (Chamber of Commerce and Industry (IHK))
• Since 2011 industrial clerk (Industriekaufmann) (Chamber of Commerce and Industry (IHK) Bonn)
• 2011-2015 global & group accountant / controller (biltroller) / M&A consultant at a well-known automotive supplier
• 2012 International Language Schools of Canada (ILSC) San Francisco, USA
• 2013-2015 business studies at a university of applied sciences, M.Sc. in Market-oriented Management (Marktorientierte Unternehmensführung (FH))
• 2015-2019 assistant manager / manager / senior manager at a big four company and an SME consulting firm specialising in valuation services and, respectively, corporate finance
• Since 2019 Certified Valuation Analyst (CVA) (EACVA e.V.)
• Since 2019 member of the European Association of Certified Valuators and Analysts e.V. (EACVA e.V.)
• Since 2019 member of the National Association of Certified Valuators and Analysts e.V. (NACVA e.V.)
• Since 2020 consultant at BBH Berlin
• Since 2021 counsel at BBH
• Since 2024 partner counsel at BBH