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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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