Investors
+Multi-industry fund (€2.9 B)
- Helped to define the valuation range of unlisted companies reinvested by FCPRs and FCPIs of a same investment group (2010/2011)
+Mid-Market LBO fund (€500 M)
- Valuation of a portfolio companies transferred to a Private Equity fund (2012)
+Bio Venture Fund (€100 M)
- Valuation of a portfolio companies in the context of a secondary transaction on the French Market (2011)
+Small-Market Growth fund (€10 M)
- Tax and Accounting due diligences on investments conducted by this SRI Private Equity fund (4 deals, 2009 to 2011)
+Private holding (€5 M of value)
- Helped to define the valuation range of a group comprising 3 companies before opening its capital to an investment fund (2010)
Private Equity funds
+European fund of funds (€3 B)
- Helped to divide the management company’s activities into sectors with regard to fiscal rules pertaining to VAT and salary taxes (2011/12)
- Advisory services provided on regular basis to the Head Finance & Administration (management company)
+Mid-Market LBO fund (€1.3 B)
- Helped to divide the management company’s activities into sectors with regard to fiscal rules pertaining to VAT and salary taxes (2009)
- Within the framework of the management company’s internal control system: charting of risks, help with the definition of the internal control plan of the RCCI (person in charge of conformity and internal audits in an investment management company), and preparation of a comprehensive guide of operational procedures (2009)
+Mid-Market Growth fund (€800 M)
- Helped to divide the management company’s activities into sectors with regard to fiscal rules pertaining to VAT and salary taxes (2011)
+Mezz. / debt fund (€600 M)
- Helped to divide the management company’s activities into sectors with regard to fiscal rules pertaining to VAT and salary taxes (2011/12)
+Mid-Market LBO & Growth fund (€600 M)
- Helped to divide the management company’s activities into sectors with regard to fiscal rules pertaining to VAT and salary taxes (2010/2011)
+Mid-Market LBO fund (€500 M)
- Financial Director on daily basis to manage and optimise the key operational processes (finance, fund administration, reporting, etc.) in approx. 6 months (2011)
+Small-Market Growth fund (€400 M)
- Helped to divide the management company’s activities into sectors with regard to fiscal rules pertaining to VAT and salary taxes (2011)
+IT & Bio Venture Fund (€350 M)
- Helped to divide the management company’s activities into sectors with regard to fiscal rules pertaining to VAT and salary taxes (2011/12)
+Lower/Mid-Market LBO fund (€300 M)
- Helped to divide the management company’s activities into sectors with regard to fiscal rules pertaining to VAT and salary taxes (2009/2010)
- Kept the accounts of a so-called “FCPR à procédure allégée” with simplified IT procedures (since 2010)
+Mid-Market LBO fund (€300 M)
- Helped to divide the management company’s activities into sectors with regard to fiscal rules pertaining to VAT and salary taxes (2010/2011)
+Mid-Market LBO fund (€60 M)
- Financial Director on daily basis to manage and optimise the key operational processes (finance, fund administration, reporting, etc.) since January 2012 (part time)
Company managers
+Advisory services (airport of 200,000 PAX)
- Conducted analysis of the business plan prior to the sale of the airport to a consortium of public partners (2009)
- Assisted with the definition of key performance indicators of the airport’s commercial activity (2009)
- Helped to define the fiscal strategy of the structure responsible for airport activities (2010)
- Finance & Tax assistance for the airport's financial department (since 2010)
+Project completed (€6 M raised)
- Transportation, logistics and B2C delivery (Restructuring): Advisory services to support the group from April 2009 to June 2010, click here
+Project in progress (please contact us)
- Audio equipments rental company (MBI): Buyside transaction, overall assistance of holding controlling co. (due diligence, valuation & tax model, identification of financial partners, SPA negociations, structuring of the shareholder's agrement)
- Health care (Venture, Life science): Young innovative company marketing dermatological devices with therapeutic, aesthetic or neurodermatological purposes (non-invasive skin treatments)
+Projects cancelled (unfunded)
- Regional group covering the whole range of real estate activities (Capital Growth): a group of €4 M revenues looking for a Private Equity investor to finance its growth (build up strategy)
- Solar energy (bridge financing): Private holding putting together a solar energy structure (50 MW installed in French overseas territories, in Italy and North Africa)
- Real estate (Capital Growth): General contractor with revenue of €30 M specializing in the installation of headquarters in Paris
