Competencies - Belgravia

Seamless Strategy and M&A Advisory Services

BELGRAVIA & CO. provides strategic decision support, financial advice on mergers, acquisitions, financings and capital raisings for middle-market (family-owned) companies and corporations, partnerships, entrepreneurs and institutions.

M&A Sell-side
M&A Buy-side
Company succession
Distressed M&A
Financing / Debt Advisory
Other services

M&A Sell-side

For our Clients we offer expert advice on divestments, merger projects and strategic portfolio alignments, assisting our Clients along every step of the project:

Clear understanding of the Client's objectives

Planning and structuring the transaction

Valuation

Approach documentation, Long-/Short list

International identification and approach of potential partners and target companies, emphasizing non-obvious candidates

Preparation and oversight of due diligence / management of data room

Negotiation lead

Co-ordination of all advisors involved

Post merger advisory

M&A Buy-side

For our Clients we offer expert advice on acquisitions, merger projects and strategic portfolio alignments, assisting our Clients along every step of the project:

Clear understanding of the Client's objectives

Planning and structuring the transaction

Valuation

Approach documentation, Long-/Short list

International identification and approach of potential partners and target companies, emphasizing non-obvious candidates

Preparation and oversight of due diligence / management of data room

Negotiation lead

Co-ordination of all advisors involved

Post merger advisory

Company succession

We support our clients within the scope of an Exit Readiness Assessment in the early planning and implementation of their corporate succession

Optimized decision making on the most appropriate timing of an M&A process

Current assessment of the enterprise value and likely purchase price

Clearly defined catalog of measures to optimize the equity story / commercial package of a transaction

Strategic assessment of the target company

Operational assessment of the target company

Target equity story and related recommendations for action in preparation for a company sale

Indicative company valuation

Detailed action plan with the goal of implementing an optimal sales capability

Distressed M&A

We carry out distressed M&A mandates for our clients under high time pressure

Financing / Debt Advisory

For our clients we realize - free of own financing interests - strategic corporate financing, project and acquisition financing as well as refinancing and procure growth capital creating the basis for your business success

On the basis of an individually tailored financial model, we analyze the current situation in your company and develop the optimal financing structure for each financing project

An indicative rating and key figure analysis for our clients is as much a part of our approach as the transparent presentation of the effects of possible financing structures on the financial situation of the advised companies

We optimize your financing conditions by broadly addressing our extensive network of banks, insurance companies and institutional capital providers and, if necessary, by involving development institutions as well as equity capital providers

We navigate you safely through the entire financing process and speak both languages: that of the borrowers, but also that of the lenders

Other services

Due Diligence

We support our clients in the efficient and decision-oriented execution of: their due diligence in the areas of
(1) financial due diligence and
(2) commercial / market due diligence

Fairness Opinions / Valuations

We regularly prepare valuation reports for our clients - using all common valuation methods

Business Plan Development

We support our clients in the development and detailing of their business plans:
(1) Detailing of revenue, cost and margin drivers
(2) Creation of consistent and coherent financial models including P&L, balance sheet and cash flow planning
(3) Illustration of the corresponding key performance indicators
(4) Creation of scenario analyses including the derivation of recommendations for action

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Tailor-made, customer-specific M&A advice