Corporate Finance Advisory
Orchestrate your strategic financial operations with precision and commitment.
We support shareholders and managers in structuring and executing high-stakes transactions, such as transfers, acquisitions, fund-raising or financial reorganisation.
Our role goes beyond the technical: we steer the process with method, discretion and a sense of timing, coordinating all the stakeholders right through to closing.
Succession, transmission, MBO/MBI
Anticipate, negotiate, transfer - creating value at every stage.
Every business transfer or acquisition is unique. We work to ensure that the deal is strategically coherent, financially sound and smoothly executed.
Whether the transaction is friendly, family-friendly, competitive or confidential, we ensure complete control of the process.
Our approach is entrepreneurial, solutions-oriented and rooted in the operational reality of SMEs and owner-managed businesses.
Our services include
- Upstream strategic advice: shareholder objectives, structuring options, etc.
- Valuation, negotiation and management of the acquisition or disposal process
- Legal and tax structuring of the transaction
- Setting up MBOs, MBIs or equity partnerships
Fundraising & financial structuring
Aligning capital, governance and ambition.
We help companies with their financing needs: growth, transformation, transfer and innovation.
We work with private investors, family offices and banking partners to structure tailor-made solutions.
We favour fund-raising that is efficient, discreet and compatible with a long-term entrepreneurial approach.
Our services cover :
- Drawing up an investor file and financial plan
- Selecting and bringing together qualified partners
- Negotiating terms and conditions (valuation, shareholders’ agreement, governance, relations with lawyers)
- Legal structuring, in conjunction with the parties’ legal advisers
Mergers & Acquisitions (M&A)
Designing, structuring and executing corporate sale and purchase transactions with expertise and method.
Each transaction is tailor-made, with particular attention paid to valuation, post-transaction governance and securing the process.
We support shareholders and management in their sale or acquisition projects, acting as a strategic and operational conductor.
Our added value :
- an independent, results-oriented approach
- based on rigour, confidentiality and
- in-depth knowledge of Swiss business environments.
Sale (transfer of business)
- Strategic framing and shareholder objectives
- Valuation analysis and identification of value drivers
- Preparation of sales materials (teaser, memorandum, business plan)
- Targeted selection of potential buyers (industrial, financial, family offices)
- Organisation of a competitive or bilateral process
- Support in negotiations and closing
Acquisition (external growth)
- Defining the acquisition strategy (vertical, geographical or product integration)
- Identification and qualification of targets (discrete approach or open mandate)
- Analysis of synergies and assessment of operational risks
- Negotiating the terms of the acquisition and coordinating due diligence
- Structuring the deal (legal, tax, financial)
- Post-deal integration support
Common to all M&A process
- Preparation or analysis of the business plan
- Coordination of experts: lawyers, auditors, bankers, tax specialists, etc.
- Supervision of the data room and legal documentation
- Management of the deal timetable through to closing
- Advice on post-transaction governance and sensitive clauses (earn-out, non-competition, asset-liability guarantee, tag- and drag-along, etc.)