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At the same time, an M&A consultant must be: 
Human:  Adviser for the manager in all stages of a transmission,
Financial: Business plan review, business valuation, audit follow-up,
Organisational: Setting up the data room and coordination with auditors and lawyers,
Marketing:  Preparation of the teaser, information memorandum and management presentations, 
Commercial: Search for targets, competitive processes, negotiation.

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EXPERTISES

BL HORIZON - CONSEIL AU DIRIGEANT

​​ ADVICE FOR THE MANAGER

  • Strategic & financial appraisal,

  • Help with the preparation of the strategic and financing plan,

  • Set-up of Oversight and Reporting tools,

  • Governance and capital geography,

  • Search for financing,

  • Support for the wealth considerations of the Managing Shareholders.

FUNDRAISING

  • Review of priority objectives, feasibility study

  • Help with the preparation of the strategic and financing plan

  • Preparation of the support documentation: NDA, Teaser, Presentation memorandum, …

  • Selection and open competition involving qualified partners: Banks, Investors, Investment Funds,

  • Coaching for Management Presentations,

  • Negotiation of financial and legal terms: LOI, Firm offer, Protocol, Shareholders’ agreement, guarantees.

BL HORIZON LEVEE DE FONDS
BL HORIZON ACQUISITION

ACQUISITIONS

  • Analysis of targets, Understanding of the positioning, Financial appraisal, Complementarity of activities and organisations, Valuation of the target,

  • Design of LOI documentation, Firm offer letter,

  • Financial structuring of the operation and Search for funding,

  • Coordination of audits: Strategic, Financial, Legal, Operational

  • Negotiation support: Price, Provisions, Asset/Liability guarantee.

SALES  
  • Analysis of the competitive advantages and value-creation levers, valuation rationale,

  • Operation parameters: type of buyers, timing, legal and fiscal aspects,

  • Selection of buyers: Funds, Industrialists, Family Offices, Managers,

  • Preparation of the support documentation: NDA, Teaser, Presentation memorandum, …

  • Coaching for Management Presentations,

  • Set-up of a Data room,

  • Negotiation of financial and legal terms: SPA, GAP, Earn-out, Management Package, Shareholders’ agreement.

BL HORIZON CESSIONS
ACQUISITIONS
ADVICE FOR THE MANAGER
FUNDRAISIG
SALES
BL HORIZON MANAGEMENT PACKAGE
MANAGEMENT PACKAGE
MANAGEMENT PACKAGE  
  • Analysis & negotiation of the financial and legal terms of your Management Package,​

  • Optimisation so as to maximize your capital participation and your incentive for the success of the operation (above-market performance),​

  • Safeguarding against any potential conflict with your future partners / shareholders,

  • Grasp of the various levers: Sweet Equity, Retrocession of capital gains, Ratchet, IRR, Leaver conditions.

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