We chose to preserve client confidentiality.
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Due Diligence Engagement – Medical Technology
France | Sell-side
Sell-side financial and operational due diligence was delivered for an international medical technology company in France.
Scope of work:
– Financial statement analysis and quality of earnings review
– Working capital and debt-like items assessment
– Operational due diligence
– Management presentation and data room coordination
– Transaction support through closing
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Financial Valuation Mission – Renewables
Switzerland | Spin-off valuation
Valuation of the renewable energy business unit of an international industrial group was performed, and negotiation support provided for a private equity firm in Switzerland.
Scope of work:
– Renewable energy business unit valuation (DCF, NAV, market multiples)
– Analysis of asset pipeline and development projects
– Assessment of subsidies, PPAs, and regulatory frameworks
– Negotiation support and deal structuring
– Strategic transaction recommendations
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Corporate Finance Engagement – Investment Fund
Switzerland | Management buy-in
Share valuation was performed for a management buy-in transaction within an international asset management group in Switzerland.
Scope of work:
– Fund-level valuation (multiple methodologies)
– Analysis of management rights and governance structures
– Assessment of assets under management (AUM) and fee structures
– Transaction structuring recommendations
– Fairness opinion preparation
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Financial Valuation Mission – Medical Technology
France | Investor search
Development scenarios were elaborated, financing requirements determined, valuation performed, and information memorandum prepared for a French medical technology company.
Scope of work:
– Development scenario elaboration and business plan validation
– Financing requirement determination (CAPEX, OPEX, working capital)
– Company valuation (DCF, comparables, precedent transactions)
– Information memorandum preparation for institutional investors
– Identification of potential investors and funding sources
