SERVICES / TRANSACTION PREPARATION

Prepare your transaction to maximise your chances of success

Prepare your transaction

Anticipate key issues, clarify the numbers, and structure your information before any operation.

We help executives present a clear, coherent, and investment-ready company, whether the objective is a sale, a capital opening, or a growth phase.

Why prepare?

Pourquoi préparer ?

A well-prepared operation significantly increases the chances of success.

Executives gain better visibility over their company, a clear understanding of the issues at stake, and a file ready to be presented to investors or buyers.
This phase also helps reduce risks, identify value drivers, and lay the foundations for a structured and balanced negotiation.

Strategic preparation for the transaction

Strategic preparation for the transaction

We perform a full diagnostic to highlight strengths, sensitive areas, and elements requiring clarification.
Objective: present a coherent, robust file aligned with investor standards.

This includes:

  • Financial and operational diagnostic
  • Analysis of key performance indicators
  • Review of processes, contracts, and sensitive elements
  • Preparation of a 6–8 week action plan
  • Preparation memo and structured checklist

This step helps avoid surprises during due diligence and strengthens the credibility of the file.

Valuation & Financial Modelling

Knowing your true value is essential before entering any discussion.

We provide an independent valuation based on recognised methods (comparables, transactions, DCF) and a clear financial model explaining assumptions and scenarios.

Our deliverables:

  • Valuation report
  • Full financial model
  • Multi-method analysis
  • Scenarios and sensitivities

These deliverables provide a solid foundation for strategic decisions, negotiations, and arbitrage.

Who is this offer for?

For executives, shareholders and buyers who want to:

  • Prepare a sale under the best possible conditions
  • Anticipate a future capital raise
  • Clarify their numbers before a major operation
  • Structure their data room and financial information
  • Identify risks and value drivers

Preparing means gaining a decisive advantage.

PREPARE YOUR TRANSACTION

Anticipate key issues, clarify the numbers, and structure information effectively.

Let’s discuss your project in complete confidence

Are you preparing a sale, an acquisition,
or a key milestone in the life of your company?