Services

We work in partnership with our clients to enable their growth strategies and make a deep and lasting impact on their innovation and business initiatives.

Our services

Our ongoing support typically involves a mix of the following advisory services:

Mergers and acquisitions
Strategic advisory
Divestitures
Joint ventures
Capital raising
Valuations and fairness opinions
Wealth management for family offices

Mergers & Acquisitions

We work with our clients to understand the strategy behind each M&A decision. We design a customized solution and guide our clients through the M&A process, striving to maximize valuation, achieve their goals and ensure the best possible execution.

Buy-side M&A

We help companies acquire an asset or another company to drive growth, enter a new market or gain a competitive advantage. We leverage our market knowledge and industry relationships to find the best fit for our clients.

Sell-side M&A

We help companies divest part of their business or an asset, striving to obtain the best valuation, deal terms and execution. We introduce our clients to a range of potential buyers, including strategic buyers and financial sponsors, lead the marketing of the asset and advise on the negotiation of terms.

Strategic Advisory

We help our clients penetrate new markets, expand their portfolio of products and services, or consolidate their market-leading position and market share by:

Identifying attractive markets, regions and clients, and using our network to open doors to major new accounts
Designing value creation initiatives and developing an action plan
Boosting financial results through operational improvements
Identifying, tracking and pursuing the best acquisition opportunities

We engage intensively with a diverse set of external experts to gain foresight into market-shaping discontinuities and megatrends that can help position our clients' companies to succeed in a changing world.

Valuation and Fairness Opinions

Using a robust valuation methodology, we provide professional opinions on the value of an asset, company or operation in connection with M&A transactions, collateral valuation, debt or equity financing, tax purposes and other needs.

Wealth Management for Family Offices

We advise families and their family offices on preserving and growing wealth across generations. Drawing on our private equity and M&A background, we bring an institutional investment discipline to the family's balance sheet, whether the wealth comes from an operating business, a liquidity event or several generations of investment.

Our family office services include:

Defining the family's investment policy, risk profile and strategic asset allocation
Designing and setting up the family office, including its governance, investment committee and reporting structure
Sourcing, evaluating and executing direct investments and co-investments in private companies and real assets
Selecting and conducting due diligence on private equity, private credit and other alternative investment managers
Planning for liquidity events, such as the sale of a family business, and redeploying the proceeds
Providing consolidated reporting and monitoring the performance and risk of the family's entire portfolio

We act as an extension of the family's team, aligning investment decisions with its long-term goals, values and succession plans.

Let's talk about your next transaction

Write to us and a partner will get back to you.