What do we do?
Our Deals teams provide support and advice in relation to major corporate transactions. From succession planning for SMEs, acquisitions and sales of international groups to complex company valuations, we help companies evaluate their business and show them the opportunities and risks of a transaction. Our services fall under four main categories: Delivering Deal Value, Transaction Services, Valuation & Modelling and Corporate Finance, each of which requires people with a complex array of business and financial skills able to work under pressure in closely-knit teams.
• Delivering Deal Value
The Delivering Deal Value (DDV) team offers three different services
Business Recovery Services (BRS): support from our BRS team is especially sought-after by clients in economically challenging phases that need support with analysing the functioning of the company, operational and financial restructuring, cost reduction, liquidity planning and rationalising corporate structures.
The Deals Strategy team’s detailed insights into many sectors make it a highly sought-after contact for a wide range of stakeholders requiring support at any phase of a deal, including pre-deal feasibility studies, commercial and vendor due diligence in the execution phase, post-deal value realisation and post-deal support.
The DDV team’s role is to realise the full value of a deal by offering complete transaction support from the beginning to the end of the transaction and helping clients with investment and sales decisions.
• Transaction Services
The Transaction Services (TS) division supports buyer or seller parties in the financial due diligence (FDD) of the target company – in other words analysing the target’s finances independently and in their entirety. People in this team have to be able to understand one-off effects on the earnings situation of the company and, if necessary, compensate them for valuation purposes.
Buy-Side Due Diligence: Your work will revolve around analysing the financial opportunities and risks of the target company that is being considered for a merger or acquisition. In addition to an ability to evaluate the financial aspects (earnings and cash flows, balance sheets, business plans, etc.), we need a knowledge of the market conditions, operational processes and the value chain of the target company.
Vendor Assistance and Vendor Due Diligence: We support the seller by conducting an independent analysis of the financial situation of the object for sale so that they’re aware of potential problems that could have a negative impact on the sales process and have enough time to prepare for the other party’s questions. Your work might involve preparing financial fact books with information on factors that could influence the purchase price, including the historical earnings situation, net working capital, net debt and the business plan.
• Valuation & Modelling
The Valuation & Modelling team determines the value of a company to help the client in a variety of strategic decisions and negotiations. The tasks vary widely depending on the service:
Business valuations: You’ll basically be involved in determining the value of the company using standard valuation methods and doing additional analyses to identify the factors driving this value. We also serve as independent valuation experts, for example for takeover bids. Our team also includes specialists in real estate valuation.
Creation of financial mathematical models: You’ll be involved in creating financial mathematical models specially tailored to the needs of our clients or checking the correctness and consistency of models created by third parties.
Tax valuations: You’ll be involved in tax valuations in the context of company reorganisations, transactions or transfer pricing issues – to name but a few of the typical cases. We often prepare and document valuations as an independent consultant for our clients for submission to the tax authorities.
Financial reporting valuation: A business combination often requires the revaluation of the assets and liabilities of the acquired company. We apply special valuation methods that are tailored to the object to be valued – be it a group of assets, a liability or a contingent liability. Your job may also include supporting audit colleagues with annual impairment tests.
• Corporate Finance
We advise industrial and private equity clients on the planning and execution of complex M&A transactions. This includes succession planning, mergers, acquisitions and disposals, MBI/MBO, privatisations, financings, carve-outs, joint ventures and alliances. We support our clients throughout the entire M&A life cycle – starting by defining growth or M&A strategies, identifying potential targets or investors, and continuing through to the execution of due diligence. We are also in close contact with our clients during contract negotiations to support them in every phase as desired and maximise the potential of the transaction.
Our team focuses primarily on the mid-market in Switzerland, where we hold a leading position. This clearly distinguishes us from the investment banks and enables us to provide broad support for a manageable transaction. As a member of our team you’ll have the opportunity to gain a unique depth and breadth of experience.