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For the business

Corporate
finance.

Transactions that mark a company’s history — M&A, capital raising, partner search — approached with independent guidance, alongside the entrepreneur and not the intermediaries.

Selling the company, acquiring another, bringing in a shareholder: transactions an entrepreneur faces once or twice in a lifetime. The people on the other side of the table do this for a living: funds, buyers and investment banks negotiate every week, and almost all of them are paid only if the deal closes. My role exists because of that imbalance: to be, at that table, the person who knows the rules of the game and answers to you alone.

The work begins long before the negotiation. I analyse the company's numbers as the counterparty will read them, clarify what you actually want from the transaction — sell outright, keep a stake, bring in capital without giving up the helm — and build an independent valuation that becomes the yardstick for judging every offer. Then I stand beside you at each step: I translate term sheets and clauses into intelligible choices, and weigh earn-outs, warranties and price adjustments against the family's wealth as a whole. And since I collect nothing at closing, I can also say the one sentence nobody else at that table will: this deal is not right for you.

An extraordinary transaction never concerns the company alone: it changes the wealth of the person leading it. I answer for the overall reading and the coherence of the choices; deeds, contracts and tax structuring remain with the licensed professionals — lawyers, notaries, tax advisers — whom I coordinate so that they work to a single design. And when the transaction touches the other dimensions of your wealth — the liquidity from a sale, the family's protection, the generational transfer — I involve the professionals of the network and the reading widens to the direction of the Family Office. In the end, one person at that table has nothing to sell and nothing to collect at signing: the one sitting next to you.

What stays out — by choice

  • The investment-bank role. I do not structure deals or place shares: when a dedicated M&A adviser is needed, I help you select one and scrutinise their work.
  • Deeds and contracts. I am neither a lawyer nor a notary: legal due diligence, agreements and deeds remain with the licensed professionals I coordinate.
  • The tax structuring. I am not a tax accountant: the structure is signed off by those qualified to do so; I check that it stays consistent with your wealth as a whole.
01

An independent yardstick on price : a valuation built before the negotiation, by someone who collects nothing at closing. Every offer is measured against it.

02

Order among the advisers : lawyers, tax specialists and investment banks under a single direction, without you acting as go-between.

03

The freedom not to sign : the process may well end in a no. No deal is worth more than the business and the family behind it.

What it includes

The transaction followed end to end: six workstreams, from preparing the company to planning the wealth the deal leaves behind.

01

Preparing for the transaction

The numbers reread as a buyer will read them: what adds value, what erodes it, and what to put right before the company goes to market.

02

M&A and disposals

Beside you through acquisitions, mergers and disposals: I analyse offers, translate the clauses and prepare each stage of the negotiation.

03

Opening up capital

Funds, industrial partners or new shareholders: I help you judge who genuinely adds value, and on what terms new capital should come in.

04

Independent valuation

What the business is truly worth, established before any offer arrives: verifiable numbers, stated assumptions, no stake in the outcome.

05

Adviser coordination

Lawyers, tax specialists and investment banks under one direction: each plays their part, and you have a single point of accountability.

06

Reinvesting the proceeds

The day after closing, the proceeds already have a destination: a plan decided beforehand, not shaped by whoever calls first.

How I
work alongside you

STEP 01

Diagnosis

The company read through the eyes of a buyer or investor: the numbers, the strengths, the knots to untie before any file is opened.

STEP 02

Strategy

The goals of the transaction set down in writing: what to sell, what to keep, and the conditions under which you walk away.

STEP 03

Execution

At the negotiating table with you: I analyse offers and term sheets, and coordinate lawyers, tax advisers and banks through to signing.

STEP 04

Continuity

After closing the work continues: the proceeds enter a wealth strategy and every choice stays consistent with the overall picture.

Let’s talk about
your wealth.

A first confidential meeting, with no obligation, to understand where to start.

Request a meeting