The implementation of a project to take over, raise capital or sell a company involves the involvement of multiple players (corporate bank, investment fund, buy/sell advice, lawyers, etc.) alongside the buyer/seller manager(s).
The study of an investment / disinvestment file requires the drafting of very complex documentation whose content is based on market practices (identification of the project owner(s), Teaser, Investment / disinvestment memorandum, Business Plan, etc.).
Beyond the company and the quality of manager(s) taking over / selling, the success of an investment / disinvestment process depends directly on the reliability of financial information and the ability of teams to carry out the project.
What to do about it? P. & Partners you:
- Assist the buyer(s) / seller(s) manager(s) before the investment / disinvestment process to produce the financial data required for a proper appraisal / reading of the project by the actors involved in the project
- Identifies the key players in a project with regard to the buyer/seller manager(s), the company, its market, etc. and the context of the transaction (capital increase, LBO, OBO, refinancing of a senior debt, etc.)
- Recommends the actions to be taken / trade-offs to be made in financial matters during the investment/disinvestment process (production of analyses, simulations, ratios, etc. excluding Due Diligence work)