We chose to preserve client confidentiality.
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Corporate Finance Engagement – IT Consulting
Switzerland | Post-merger integration
Integration of 3 acquired companies was planned and executed for a multinational IT consulting firm in Switzerland.
Scope of work:
– Financial integration and reporting system harmonization
– Controlling process consolidation
– Synergy identification and implementation planning
– Budgeting and forecasting for the integrated entity
– Management of up to 6 direct reports
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Due Diligence – Private Equity Screening
Switzerland | Multiple investments
Screening analysis, financial, operational, and strategic due diligence were performed, and investment recommendations provided for various transactions on behalf of a private equity firm in Switzerland.
Scope of work:
– Screening and evaluation of investment opportunities
– Financial due diligence (quality of earnings, working capital)
– Operational due diligence (business model, scalability)
– Strategic analysis (market positioning, competitive advantages)
– Investment recommendations and risk-return profiles
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Transaction Engagement – Biotechnology
Switzerland | Capital increase
Roadshows for a capital increase were organized and coordinated for a Swiss biotechnology company.
Scope of work:
– Organization and coordination of investor roadshows
– Preparation of presentation materials and scientific pitch decks
– Identification and outreach to institutional investors (Series A/B)
– Management support during investor meetings
– Support in negotiation and structuring of the financing round
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Transaction Engagement – Medical technology
France | Capital increase
Roadshows for a capital increase were organized and coordinated for a French medical technology company.
Scope of work:
– Organization and coordination of investor roadshows
– Preparation of presentation materials and pitch decks
– Identification and outreach to potential investors
– Management support during investor meetings
– Support in negotiation and structuring of the financing round
