INVESTOR
About
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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.

EXPERTISES

ADVICE FOR THE MANAGER
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Strategic & financial appraisal,
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Help with the preparation of the strategic and financing plan,
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Set-up of Oversight and Reporting tools,
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Governance and capital geography,
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Search for financing,
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Support for the wealth considerations of the Managing Shareholders.
FUNDRAISING
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Review of priority objectives, feasibility study
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Help with the preparation of the strategic and financing plan
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Preparation of the support documentation: NDA, Teaser, Presentation memorandum, …
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Selection and open competition involving qualified partners: Banks, Investors, Investment Funds,
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Coaching for Management Presentations,
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Negotiation of financial and legal terms: LOI, Firm offer, Protocol, Shareholders’ agreement, guarantees.


ACQUISITIONS
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Analysis of targets, Understanding of the positioning, Financial appraisal, Complementarity of activities and organisations, Valuation of the target,
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Design of LOI documentation, Firm offer letter,
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Financial structuring of the operation and Search for funding,
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Coordination of audits: Strategic, Financial, Legal, Operational
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Negotiation support: Price, Provisions, Asset/Liability guarantee.
SALES
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Analysis of the competitive advantages and value-creation levers, valuation rationale,
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Operation parameters: type of buyers, timing, legal and fiscal aspects,
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Selection of buyers: Funds, Industrialists, Family Offices, Managers,
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Preparation of the support documentation: NDA, Teaser, Presentation memorandum, …
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Coaching for Management Presentations,
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Set-up of a Data room,
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Negotiation of financial and legal terms: SPA, GAP, Earn-out, Management Package, Shareholders’ agreement.


MANAGEMENT PACKAGE
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Analysis & negotiation of the financial and legal terms of your Management Package,
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Optimisation so as to maximize your capital participation and your incentive for the success of the operation (above-market performance),
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Safeguarding against any potential conflict with your future partners / shareholders,
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Grasp of the various levers: Sweet Equity, Retrocession of capital gains, Ratchet, IRR, Leaver conditions.