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 significant assets under management (AUM > XXX MEUR) 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