STRUCTURED & CORPORATE FINANCE

financing strategies to support the world’s transition towards a low-carbon economy

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technology advisory

when technology becomes strategic, we help you get to the bottom of it

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analytical consulting

accurate modeling, simulation, and optimization to make clear decisions

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BUSINESS DEVELOPMENT

as the world gets smaller, reaching the right partners is getting harder

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who we are

get to know UBK

UBK Consulting is an independent advisory firm specialized in sustainable infrastructure investments (renewable energy, waste and water treatment).

We offer our clients project finance, commercial banking and private equity knowledge, including the use of supporting programs of multilateral financing and development agencies. We complete our advisory offer with technology advisory, analytical consulting and business development services in the sustainability space.

The firm’s partners are recognized for their expertise in renewable energy and infrastructure financing. They bring many years of experience in successfully building and managing renewable energy and infrastructure development and financing businesses.

UBK Consulting was founded in 1995 as a strategic development and financial advisory boutique with a special focus on cross-border transactions and international projects. We are located in Munich, with business partners in Berlin, Milan, New York, Boston, São Paulo and Bogotá.

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our tools of the trade

our interdisciplinary approach

planning
modeling
analysis
diligence
interpretation
documentation
method
cross
referencing
research
our services

STRUCTURED & CORPORATE FINANCE

We offer a full spectrum of financial advisory services for a variety of environmental industries, infrastructure & energy efficiency transactions, including structuring & arranging advisory and M&A consulting, and personalized services for investment and asset management. Our partners bring a combination of experience in investment banking, executive management and strategic consulting not commonly found in other advisory firms.

Structuring & Arranging Advisory

We provide advisory services in connection with the project or acquisition financing of sustainable infrastructure assets (environmental industries, infrastructure & energy efficiency). Our specific knowledge and our experience gained over many years in the field of structuring financial transactions in the sustainable infrastructure field make us a competent partner to advise you throughout the entire investment process, from the evaluation of the investment opportunity to the supervision of post-closing activities.

M&A Consulting

We provide consulting services for owners, purchasers, sellers, investors and lenders for selling, acquiring and evaluating sustainable infrastructure assets, service providers and manufacturers. Our team has performed various mandates of varying scope and complexity. These services may be as comprehensive as a technical due diligence assessment for an acquisition of a diversified portfolio of renewable energy assets or as focused as the determination of a fair market value of an individual asset for a potential buyer.

Investment Management

Besides transaction support, the services offered by UBK in the sustainable infrastructure space include specialist investment management and administration of the investment structures (whether a fund or a trust or a different structure) incorporated for the purpose of implementing your sustainable infrastructure investments. 

ASSET MANAGEMENT

Continuous management of sustainable infrastructure investments and the preparation of regular and detailed performance reports are an integral part of our services. The analyses contained in the performance reports form the basis for steering your investment in an informed way with the ultimate goal to achieve optimal results. We focus on variance analyses, on the basis of operational and financial short- and medium-term objectives. 

Technology Advisory

We offer technology due diligence and technology assessment services. We help our clients to perform technology evaluation for investment suitability, product and process innovation, and business process improvement. We support the elaboration and review of budgets and project plans for technology investments, a possible M&A transaction, the launch of a startup, the restructuring of a problematic project, and in the realignment of business strategy and technology.

Technology Due Diligence and Technology Assessment

Whether you are an investor looking at an exciting technology business, or a CEO assessing your internal technology group, you know the importance of this key business function. Technology is strategic, fast moving and capital intensive. You may not have the necessary resources available for the job, or the access to the necessary independent competencies, or simply the time to do it yourself.

Interim Technology Management

There are times when the CIO, CTO, or VP of Engineering need help. We can jump into these challenging situations and provide the relief needed. We have experience with what works (and with what doesn't). We know how to recognize what will really work and what sounds good, but will be too risky for the projected payoff.

analytical consulting

We provide analytical consulting services to investors and corporations active in a variety of business areas in the sustainability space, including: renewable energy, financial services, information technology, infrastructures and transportation. We challenge traditional accounting firms through our business focused approach – we support our clients in making rational investment and divestment decisions. Our partners' background and track-record is in banking, strategy, engineering, IT and physics. We understand the needs of investment funds and multi-billion dollar corporations, as well as the requirements of small and medium size and start-up firms, and we tailor our services to suit each client and project.

Financial Modeling

We develop customized, detailed business-case-driven financial models, and provide bankability analysis services, in connection with the evaluation of investments in sustainable infrastructure assets, new business ventures, joint ventures or acquisitions. Our clients are project developers, investors, funds and large corporations. Our financial modeling services cover a broad range of client’s requirements, including screening of investment opportunities, modeling of transactions and M&A evaluation.

Model Audit

Model audit significantly reduces the risks of modeling errors and fulfills the requirements of investors, lenders and other stakeholders. We are a thorough model auditor, with experience ranging across all major sustainable infrastructure industries. We differentiate ourselves by our business-oriented approach, the track record of our team in executive management positions, a rigorous methodology and efficient communication.

business development

We have all the necessary skills to support our clients' business development: from market analysis and assessment of your potential vs. market entry opportunities and the formulation of sales and marketing plans, to operative implementation support, including executive search, M&A consulting, appointment of local directors, administration services and logistic support. We guide our clients in the new cultural, tax and legal environment and support them in the alignment of their operational procedures in order to ensure a smooth integration of the newly established business unit into the parent organization.

Assessing your Business Development Potential

We have developed specific tools aimed at evaluating real business opportunities based on your potentialities. We can offer tailor made expansion-driven SWOT analysis to guide you throughout your development process.

Marketing Strategy Consulting

We help you to look at the competitive environment – what your competitors are doing, where the next technological developments are coming from, and the general directions the market is moving. We profile customers and get their distinctive characteristics through a needs based segmentation. The whole market segmentation process allows then to judge about the attractiveness, profitability and position of identified segments through “acid tests” in order to apply a sharp marketing mix strategy.

Market Entry Approaches

Selecting entry approaches is another critical step to calibrate the extent and the characteristics of the market penetration. We have a recognized expertise to advise and accompany you in the handling of distributors, agency contracts, licensing, until setting up your own subsidiaries – or acquiring an existing company.

Business Planning

From Sales & Marketing accurate assumptions to key financial and economic figures: we support the market development with detailed business plans able to assess and demonstrate the viability of the development projects.

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our team

our partners, your partners

The firm’s partners bring extensive experience in renewable energy, infrastructure financing, technology assessment, restructuring and international business development.

Carlo e. Capponi
managing partner
details
Carlo Capponi has over 20 years international experience in finance, operations and strategy consulting. He began his career in Montedison, an Italian conglomerate, in 1987. In 1995 he founded UBK Consulting. During his career, he advised global clients in managing international expansion, improving operational efficiency and implementing organizational restructuring programs in various industries, including IT, energy, life sciences, medical services, semiconductors, infrastructures and transportation. Mr. Capponi has German and Italian roots and studied business and economics at Bocconi University (Milan), where he was Contract Professor for Strategic Planning and Technology Management from 1995 to 1999. He is bilingual with Italian and German, fluent in English and has a good command of Spanish and Portuguese. Carlo Capponi is currently Managing Partner & CEO of UBK Consulting GmbH. He holds citizenships from Germany and Italy.
peter romanowski
partner
DETAILS
Peter Romanowski is a corporate finance and commercial banking specialist, with profound experience in alternative assets, mainly infrastructure and private equity transactions. He has set-up and placed several funds and supported several companies in finding appropriate finance structure for their international projects. Recently he supported Wermuth Asset Managementto setup a fund investing in environmental-driven European companies. Prior to joining UBK Consulting, he was Head of Product Development, Research and Origination Support in the Energy Division of HSH Nordbank in Hamburg, where he arranged successfully project finance for PV and wind farms in the EU and US. His longstanding business network to institutional and semi-professional investors and banks has led to the financing of numerous commercial banking and capital market transactions. Peter is member of the supervisory board of Sonne und Wind Beteiligungen AG, an environment dedicated Venture Capital holding, member of DGS, Netzwerk Nachhaltige Ökonomie, and PRMIA. He holds a degree in Economics (Bochum, Tours and Oxford) and a post-graduate degree as CEFA. He is fluent in German, English and French.
riccardo V. costa
partner
DETAILS
Riccardo Costa has over 18 years international experience in corporate strategy, process engineering, and operations, with significant expertise in complex cross-cultural project management and technology assessment. He began his career in AT&T, in 1996 and was subsequently active in the IT sector as CEO for Subasta (Miami, FL) and Executive VP for xWine in (Frankfurt, Germany). As a partner of UBK Consulting, Riccardo Costa has advised top tier clients in the areas of information technology, renewable energy, financial services, process engineering, automotive, logistics, sensor technologies, optical systems, food & beverages. Mr. Costa studied Economics at FSU (USA). He holds degrees in Finance and Marketing, and is trilingual with English, Italian, Spanish, with a working knowledge of Portuguese and French. He lives and works between Miami, Milan and Panama.
giuseppe beretta
partner
DETAILS
Giuseppe Beretta has an Italian and French background. Prior to joining UBK Consulting as a partner, he gained a broad, cross cultural executive management experience within Solvay group, starting his career at its Headquarters in Brussels. He was then expatriated to Germany, Italy and France, dealing with international business and corporate development, including a large acquisition. He also managed successfully company turnarounds in Italy, France, Spain and Belgium. He is also member of the extended faculty at MIP, the international business school of Politecnico di Milano. Mr. Beretta studied economics and marketing at Bocconi University (Milan, Italy) and completed his education at INSEAD Business School (Fontainebleau, France), attending the “Advanced Management” program in 2001, the “Managing Partnerships and Strategic Alliances” program in 2003 and the “Finance for Executives” program in 2007. Finally, in 2012 he successfully obtained the Master Diploma for General Managers at ESSEC Business School (Paris, France). Giuseppe Beretta is bilingual with Italian and French, fluent in English and has a good command of German. He lives and works between Paris and Milan.
Carlo Capponi has over 20 years international experience in finance, operations and strategy consulting. He began his career in Montedison, an Italian conglomerate, in 1987. In 1995 he founded UBK Consulting. During his career, he advised global clients in managing international expansion, improving operational efficiency and implementing organizational restructuring programs in various industries, including IT, energy, life sciences, medical services, semiconductors, infrastructures and transportation. Mr. Capponi has German and Italian roots and studied business and economics at Bocconi University (Milan), where he was Contract Professor for Strategic Planning and Technology Management from 1995 to 1999. He is bilingual with Italian and German, fluent in English and has a good command of Spanish and Portuguese. Carlo Capponi is currently Managing Partner & CEO of UBK Consulting GmbH. He holds citizenships from Germany and Italy.
Peter Romanowski is a corporate finance and commercial banking specialist, with profound experience in alternative assets, mainly infrastructure and private equity transactions. He has set-up and placed several funds and supported several companies in finding appropriate finance structure for their international projects. Recently he supported Wermuth Asset Managementto setup a fund investing in environmental-driven European companies. Prior to joining UBK Consulting, he was Head of Product Development, Research and Origination Support in the Energy Division of HSH Nordbank in Hamburg, where he arranged successfully project finance for PV and wind farms in the EU and US. His longstanding business network to institutional and semi-professional investors and banks has led to the financing of numerous commercial banking and capital market transactions. Peter is member of the supervisory board of Sonne und Wind Beteiligungen AG, an environment dedicated Venture Capital holding, member of DGS, Netzwerk Nachhaltige Ökonomie, and PRMIA. He holds a degree in Economics (Bochum, Tours and Oxford) and a post-graduate degree as CEFA. He is fluent in German, English and French.
Riccardo Costa has over 18 years international experience in corporate strategy, process engineering, and operations, with significant expertise in complex cross-cultural project management and technology assessment. He began his career in AT&T, in 1996 and was subsequently active in the IT sector as CEO for Subasta (Miami, FL) and Executive VP for xWine in (Frankfurt, Germany). As a partner of UBK Consulting, Riccardo Costa has advised top tier clients in the areas of information technology, renewable energy, financial services, process engineering, automotive, logistics, sensor technologies, optical systems, food & beverages. Mr. Costa studied Economics at FSU (USA). He holds degrees in Finance and Marketing, and is trilingual with English, Italian, Spanish, with a working knowledge of Portuguese and French. He lives and works between Miami, Milan and Panama.
Giuseppe Beretta has an Italian and French background. Prior to joining UBK Consulting as a partner, he gained a broad, cross cultural executive management experience within Solvay group, starting his career at its Headquarters in Brussels. He was then expatriated to Germany, Italy and France, dealing with international business and corporate development, including a large acquisition. He also managed successfully company turnarounds in Italy, France, Spain and Belgium. He is also member of the extended faculty at MIP, the international business school of Politecnico di Milano. Mr. Beretta studied economics and marketing at Bocconi University (Milan, Italy) and completed his education at INSEAD Business School (Fontainebleau, France), attending the “Advanced Management” program in 2001, the “Managing Partnerships and Strategic Alliances” program in 2003 and the “Finance for Executives” program in 2007. Finally, in 2012 he successfully obtained the Master Diploma for General Managers at ESSEC Business School (Paris, France). Giuseppe Beretta is bilingual with Italian and French, fluent in English and has a good command of German. He lives and works between Paris and Milan.
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contact us

ubk consulting company contacts

Thank you for your interest in UBK Consulting GmbH. To locate the contact pertinent to your specific enquiry, please use the information below. For additional information on our consulting services or our industry expertise, please visit the appropriate section on our site.

company address

UBK Consulting GmbH
Mauerkircherstr. 8/III
81679 Munich
Germany

phone and email

T: +49 (89) 4209 5058-30 
F: +49 (89) 4209 5058-39
E: info@ubk-consulting.com

business enquiries

UBK Consulting's global network of consultants works seamlessly together. We serve you as one firm, wherever you need us.
Please send your business enquiry to
business@ubk-consulting.com

Website

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webmaster@ubk-consulting.com

recruiting

Whether you are applying for a junior position, or are a tenured professional with experience leading teams and working with senior clients, we'd love to hear from you. Please send and email with your CV/Resume to
careers@ubk-consulting.com