Transactions
What we do
We provide assistance to our clients in their Corporate Finance operations (buy-side/bell-side transactions as well as fundraising) taking into account their maturity level and objectives. A specific approach is therefore set up for each client in this process.
Sell-side / Buy-side advisory
Buy-side advisor and assistance on due diligence process
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We provide assistance to our clients during:
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their buy-side transactions on tasks such as establishing their acquisition strategy, identifying the right targets, establishing contact and organizing the first meetings;
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the initial discussions with the targets, by collecting and analyzing data; with relevant targets, we help draft a letter of intent (LOI), after analyzing the relevant documentation;
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the due diligence process, which is characterized by an investigation in audit approach (accounting/financial, legal, commercial...), in order to have a global view and a precise evaluation of the risks; if these are convincing, we proceed to negotiate the conditions for the acquisition.
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Sale advisor, assistance in sale audits
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We assist our client in:
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determining their sale strategy, establishing the appropriate profile of potential buyers, identifying and contacting potential buyers;
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collecting the information required for this transaction, we help them structure and organize this information in a presentation document (information memorandum) and "teaser"; in addition, we create a dataroom that will be made available to the selected potential acquirers later in the process;
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the initial discussions with potential buyers and in the Q&A phase that follows; for the selected buyers, we advise them on the terms expected in the their Letter of Intent (LOI);
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monitoring the due diligence process; if the due diligence is successful, we negotiate the terms and conditions of the transaction.
Advisory on Fundraising
We provide assistance to our clients in:
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defining their fundraising strategy, by reviewing with them the retained assumptions and the financing needs; we determine the ideal structuring (equity vs. debt) and the profile of investors; then we also manage the contact with these investors;
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collecting the data necessary for the transaction; we help them to structure and organize it in a presentation document (information memorandum); in addition, with these elements, we create a dataroom that will be made available to the selected potential investors later in the process; we also help our clients to draft a teaser and/or pitch deck for the interactions with investors;
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the initial discussions with potential investors as well as in the Q&A phase that follows; for selected investors, we advise them on the terms expected in the term sheet;
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monitoring the due diligence process; if these are conclusive, we proceed with the negotiation of the transaction.
