Corporate Finance
Engagements & References
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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