Six areas of expertise.
One standard.
We work on the transactions that commit the company and its owner-manager's capital. From diagnosis to execution, with one agenda: yours.
Valuation & Transaction Services
Every capital decision rests on a value that is understood and defensible. We value the company or its assets, model the business plan and put the scenarios on an objective footing before any commitment.
Pre-transaction financial review, Vendor Due Diligence or Vendor Assistance depending on the context, quality-of-earnings, working capital and net debt analysis: we prepare the financial terms of the deal and secure the exchanges with counterparties.
Sale & Succession
A sale is prepared before it is launched. We put value on an objective footing, flag the points of attention and prepare both the company and its owner-manager for the process.
We run the process, identify the relevant counterparties, analyse the offers and support the negotiation of economic and equity terms. For a succession, we structure the exit path, gradual or full, its financing and its coordination with legal and wealth advisers.
Acquisition & External Growth
We build the acquisition strategy with the owner-manager: growth thesis, targeting criteria, financial capacity and capital-structure impact.
We identify and qualify targets, assess their strategic and financial merit, value them, structure the offer and support negotiations and due diligence through to closing.
Capital & Shareholding
Opening up your capital means choosing a partner as much as an amount. We frame the requirement, the acceptable dilution and the horizon of the project.
Minority buy-outs, partner exits, secondary transactions, holding structures, shareholders' agreements and rebalancing of rights: we structure the deal and its financing to bring the shareholding back in line with the company's trajectory.
Financing
A transaction only holds if its financing is sustainable. We define the structure that fits the company's trajectory and capacity.
Acquisition debt, growth financing, hybrid instruments, trade-offs between dilution and leverage: we prepare the file, identify the relevant financial partners and support the negotiation of terms.
Post-acquisition integration
Closing is not the end of the deal: it is often the beginning of its strategic delivery.
Integrating the target, delivering synergies, governance, organisation and objective tracking: we bridge the financial rationale behind the transaction and its operational reality inside the company.