DC Advisory acts as exclusive financial advisor to Planium on its new debt package to support its refinancing and buy-and-build strategy
Background
- Planium is a German general planning group bringing together specialist architecture, technical building services, structural engineering and project management firms across the full building lifecycle
- Founded by AUCTUS in 2021, Planium has grown through a series of add-on acquisitions
- Following its significant growth, Planium had outgrown its existing financing package and sought a substantially larger and more flexible financing solution to support the next phase of its buy-and-build strategy
- AUCTUS is a Munich-based private equity firm focused on the German-speaking Mittelstand
Process
- DC Advisory was engaged as exclusive financial advisor to Planium and AUCTUS to refinance Planium's existing facilities and secure committed capacity for future add-on acquisitions
- DC Advisory ran a competitive process across a wide group of lenders, targeting a flexible financing package that would refinance Planium’s existing debt and provide committed capacity for future acquisitions
- DC Advisory supported lenders through their credit processes and led the negotiation on the financing structure and commercial terms through to signing
Outcome
- In October 2026, the transaction closed and Planium signed a new senior financing package, representing a multiple of its existing financing package
- The new financing refinances Planium’s existing debt while providing additional committed capacity for future add-on acquisitions
- The new finance package provides Planium with the financial flexibility to continue executing its buy-and-build strategy and support future add-on opportunities
- The transaction further strengthens DC Advisory’s track record in Debt Advisory for sponsor-backed buy-and-build platforms
“This financing marks an important milestone for Planium. With significantly increased debt capacity and committed funding for future add-ons, we are well positioned to keep growing as an integrated planning group. The DC Advisory team understood our business and buy-and-build strategy from day one, led a highly professional process with great dedication and creativity, and delivered a result that exceeded our expectations.”
“Planium is a strong example of AUCTUS’ buy-and-build approach, and this financing provides the group with the firepower for its next phase of growth. DC Advisory’s structuring expertise, broad lender access and tenacity throughout the process were instrumental in securing terms that reflect the quality of the platform. We are very pleased with the outcome.”
“We are delighted to have advised AUCTUS and Planium on this important financing. This was a particularly important mandate for us, further strengthening our credentials not only in financing sponsor-backed buy-and-build platforms, but also in the Business & Tech-Enabled Services sector, where we have now advised numerous architecture, engineering and general planning businesses across both refinancings and buy-side acquisitions. The competitive process generated multiple financing alternatives and ultimately secured a flexible financing package that provides Planium with the committed capital to pursue its buy-and-build strategy.”
- Business & Tech-Enabled Services
- Debt Advisory & Restructuring
Disclaimer
For more information, please see our transaction disclaimer
For important information regarding testimonials, please see our disclaimer.
