Representative Engagement · Asset Management & Financial Services
Switzerland | Management Buy-In
Share valuation performed in connection with a management buy-in transaction within an international asset management group with several hundred million euros of assets under management in Switzerland.
Engagement focused on financial valuation, governance analysis and transaction structuring within an international asset management environment.
Scope of Work
- Fund-level valuation using multiple financial methodologies
- Analysis of management rights and governance structures
- Assessment of assets under management (AUM) and fee structures
- Recommendations regarding transaction structuring
- Contribution to fairness opinion preparation