Corporate Finance
Engagements & References
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Due Diligence Mission – Transport
Representative Engagement · Transport & Industrial Logistics
France / Germany | Sell-Side Financial Due Diligence
Sell-side financial due diligence completed for a European heavy transport and logistics company generating several hundred million euros in turnover and operating subsidiaries across 8 countries, owned by a multinational banking group.
Mandate delivered in partnership within a cross-border transaction environment, with a focus on financial analysis, operational structure assessment and transaction preparation.
Scope of Work
- Financial analysis and quality of earnings review
- Working capital and debt-like items assessment
- Operating structure analysis and fleet valuation
- Cross-border coordination France / Germany
- Vendor due diligence report and transaction support
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Pre-IPO governance engagement – oil industry
Representative Engagement · Energy & Industrial Assets · Special Situations
Switzerland | Governance framework in a carve-out and listing context
Design of the governance, investment and control framework of an international oil group (USD X bn revenue), on the occasion of the separation and initial public offering of its exploration and production subsidiary on a North American exchange.
Framework of some sixty rules across nine domains, from the code of conduct to information systems, developed with around twenty functional and operational executives and approved at Supervisory Board level.
Scope of Work
- Standardised investment file: strategic, technical, financial (net present value, internal rate of return, payback period), legal and tax assessment, and joint-venture partner assessment
- Divestment process: asset valuation, reserve price, sale file, tender, buyer due diligence and exit with no residual risk
- Delegation of authority: approval and dual-signature matrix, acquisition and disposal thresholds up to the Supervisory Board
- Capital transactions and group structure: entity creation and liquidation, equity entries, parent company guarantees
- Trading position and loss limits, counterparty credit limits and risk management
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Sell-side preparation engagement – oil industry
Representative Engagement · Energy & Industrial Assets · Transaction Support
Germany | Asset preparation for divestment
Preparation and valuation, at project and operational level, of an onshore oil field (NPV > XXX MEUR) forming part of an international exploration and production portfolio divested by a listed multinational energy group to an independent operator backed by private equity funds specialised in energy.
Engagement focused on structuring the asset’s operational and economic data and on its financial modelling, feeding into the portfolio divestment process, in a highly capital-intensive energy and infrastructure environment.
Scope of work
- Structuring and consolidation of the asset’s operational and economic data
- Economic modelling and sensitivity analysis (price, cost, volumes)
- DCF valuation of the asset and valuation scenarios
- Preparation of the asset’s economic documentation
- Contribution to the input data of the portfolio divestment process
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Financial Strategy Engagement – Energy Industry
Representative Engagement · Energy & Utilities
France | Portfolio Valuation
Review and refinement of the valuation methodology for a portfolio of capital-intensive industrial assets owned by a listed international utility group, within a regulated energy and infrastructure environment.
Engagement focused on valuation framework enhancement, DCF model optimization and adaptation to evolving market conditions and regulatory constraints.
Scope of Work
- Review of existing valuation methodologies and underlying assumptions
- Adaptation to changing market conditions and regulatory requirements
- Optimization of discounted cash flow (DCF) valuation models
- Sensitivity analysis and valuation scenarios
- Strategic recommendations for portfolio management and asset valuation governance
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Financial Valuation Engagement – Oil Industry
Representative Engagement · Energy & Industrial Assets
France / Germany | Asset Valuation
Development scenarios, valuation analyses and macroeconomic sensitivity assessments were performed for a major capital-intensive industrial asset (NPV > XXX MEUR) owned by a listed multinational energy company.
Engagement focused on DCF-based asset valuation, multi-scenario modeling and risk assessment within an international energy and infrastructure environment.
Scope of Work
- Multi-scenario modeling (base, upside and downside cases)
- Macroeconomic sensitivity analysis (oil prices, foreign exchange and market parameters)
- Asset valuation using discounted cash flow (DCF) methodology
- Risk assessment and stress testing under various market conditions
- Strategic recommendations for portfolio optimization and asset management
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Corporate Finance Engagement – Investment Fund
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
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Corporate Finance Mission – Energy Industry
Representative Engagement · Energy & Industrial Risk Assessment
Germany | Risk Assessment
Development of risk scenarios and assessment of their impact on the net present value of a major capital-intensive industrial project (CAPEX > XXX MEUR) for a listed multinational energy company operating in Germany.
Engagement focused on risk analysis, scenario modeling and stress testing within an international energy and infrastructure environment.
Scope of Work
- Development of risk scenarios (technical, operational, market and regulatory)
- Quantification of impact on project value through NPV analysis
- Simulations and macroeconomic sensitivity analyses
- Stress testing under various market conditions
- Strategic recommendations for risk management and project steering