M&A Advisory

Secure Growth and Optimize the Value of Your Business

Our M&A Advisory expertise is the driving force behind your growth and the maximization of your company’s value. We support you through every strategic stage of your group’s life, from initial structuring to complex divestitures or acquisitions. Our approach is tailored, combining strategy and financial engineering to secure the success of your operations.

1. Group Structuring and Reorganization

Creating a coherent and tax-efficient group is essential for sustainable performance and preparation for future M&A transactions.

  • Tax and Legal Optimization: We design the ideal architecture (holding companies, subsidiaries, branches) to optimize financial flows, minimize tax risks, and facilitate future investments.

  • Operational Streamlining: Reorganization of assets, liabilities, and functions to gain efficiency and present impeccable financial clarity to potential investors or buyers.

  • Shareholders’ Agreements and Governance: Implementation of robust governance frameworks and balanced shareholders’ agreements to prevent conflicts and ensure sound group management.

2. Fundraising 

Whether you are a growing start-up or an SME looking to accelerate its development, we structure and lead your capital raising operation.

  • Investment Dossier Preparation: Drafting a compelling Business Plan and Teaser (pitch deck), highlighting your growth potential and target valuation.

  • Investor Identification and Outreach: Access to our targeted network of Investment Funds (Private Equity, Venture Capital, Family Offices) aligned with your sector and maturity stage.

  • Negotiation and Finalization: Advising on company valuation, negotiating terms (conditions precedent, investor rights), and support through the signing of the investment protocol.

3. Divestiture / Acquisition Support

We are your dedicated partner for successfully managing your business transmission or your external growth strategy.

Divestiture

  • Sale Readiness Analysis and Preparation: Internal audit to identify and correct weaknesses, maximize the sale value, and secure the transaction.

  • Buyer Search and Qualification: Confidential and targeted approach to strategic buyers (competitors, large groups) or financial buyers (Investment Funds).

  • Transaction Management: Comprehensive management of the process (data room, Q&A, exclusive negotiation) to minimize risks and optimize sales conditions.

Acquisition

  • Strategy Definition: Assistance in defining the ideal target profile to create synergy and strengthen your market position.

  • Identification and Targeted Outreach: Proactive search for non-listed or potential targets, often off-market.

  • Negotiation and Financing: Assistance in structuring the financial arrangement (LBO, MBO, senior debt) and in negotiating the price and guarantees.

4. Due Diligence and Transaction Engineering

Due Diligence is the cornerstone of a secure transaction. Our team provides an in-depth analysis of risks and opportunities.

  • Financial Due Diligence (Buy-Side/Sell-Side): Critical examination of financial aggregates, Quality of Earnings (QoE), and analysis of Normalized Working Capital Requirement (NWCR) to validate the valuation.

  • Legal and Tax Engineering: Structuring of Warranties and Indemnities (W&I / GAP) and tax arrangements to optimize the post-acquisition result.

  • Business Valuation: Use of recognized methods (DCF, comparable multiples, transactional data) to establish a fair and well-supported valuation.

5. Long-Term Strategic Consulting

M&A is not just a transaction; it’s a strategic tool. We offer ongoing advice to prepare your organization for the future.

  • Strategic Diagnosis: Analysis of markets, competition, and internal resources to identify untapped growth opportunities and risks to anticipate.

  • External Growth Planning: Development of a proactive M&A roadmap, targeting potential acquisitions that will create the most long-term value.

  • Succession/Transmission Planning: Support for executives and Family Offices in the gradual planning of capital and power transfer, ensuring the longevity of the business.

Keywords

  • Group Structuring
  • Holding Company
  • Tax Optimization
  • Reorganization
  • Governance
  • Shareholders’ Agreement
  • Fundraising
  • Venture Capital
  • Growth Equity
  • Investment Funds
  • business plan
  • Valuation
  • Private Equity
  • Business Sale
  • acquisition
  • Business Transmission
  • External Growth
  • LBO / MBO
  • Financial Due Diligence
  • Business Valuation
  • Family Offices