Your typical needs

In this section we refer to entrepreneurs, families and family offices. These client segments have the following typical needs:

• Equitably sharing wealth among heirs, especially when part of the legacy is an unlisted company (or a listed company with low liquidity)

• Estimating the value of a company while envisaging a sale, an acquisition or a joint-venture

• Company valuation in support of bank loan applications or capital raising

 

How we can help?

We will provide our independent opinion about your situation, in a way you will  understand our approach, argumentation and results.

 

Our track record

• Assistance to a high net worth individual co-investing in an industrial company alongside a private equity fund that tried to squeeze him out on unfair terms

• Assistance to a Luxembourg family office on the fair value of a company targeted by one of its clients in a EUR 250 million cross-border one-to-one transaction

• Valuation and debt raising assistance to the managers of an international services group planning an MBO (management buy-out)

• Valuation framework preparing capital raising discussions with potential investors in a large scale industrial energy project