Corporate Advisory
Company formation, share transfers and generational succession, with every choice assessed beforehand.
M&A and extraordinary transactions: mergers and demergers, business acquisitions and sales, company valuation and due diligence. Transactions you only do once, and must get right.
Book a free consultationAn estimate of value using recognised methods, as a solid basis for negotiating with buyers, partners or investors.
We act as your advisor at every stage, from the first assessments to closing.
Structuring and managing the transaction, including the merger or demerger plan and the related formalities.
Review of the accounts and tax risks of the target company, before you sign.
Group restructurings and contributions in kind, to make the corporate structure more efficient.
Search for private equity funds and institutional investors to finance growth.
When you need it
Our method
We listen to your needs and analyse your company’s current situation.
We present a tailored solution, with clear timing and costs from the outset.
We stay with you through implementation, not just for the first consultation.
The demerger plan is the document the directors must prepare to start the transaction: it describes the companies involved, the exchange ratio of shares, the criteria for allocating assets and liabilities and the effects on shareholders. It must be accompanied by the directors’ report and, unless exempted by law, by the experts’ report on the fairness of the exchange ratio, before filing and the shareholders’ resolution.
There is no single method: a valuation usually combines different approaches, such as the asset-based approach (what the business owns is worth), the income and cash flow approach (how much income or cash it can generate in the future) and the market approach (comparison with similar transactions). The choice depends on the sector, size and purpose of the valuation; the result is a reasoned estimate that becomes the basis for negotiating with the buyer.
It is an in-depth review of a company’s accounts and tax position before an acquisition or an investment: it checks the reliability of the financial statements, the quality of revenue and margins, debt and potential tax risks, such as unpaid taxes or ongoing disputes. The findings are used to set the price and the warranties to include in the purchase agreement.
Let’s talk in confidence: in a free first meeting we will work out together where to start.