Swiss Mergers and Acquisitions ~ Value Enhancement ~ Disposals ~ Acquisitions ~ Through Involvement, Engagement & Risk Sharing

A short introductory video

What do we do?

Swiss Mergers & Acquisitions counsel and advise companies, through a mix of:

Involvement
Engagement and
Risk sharing

on:

How to enhance a business’s valuation prior to a transaction
Transacting a company sale
Transacting a company acquisition

1. The valuation enhancement can take anywhere between 6 months and several years. Few companies have carried out the necessary audit and follow-on corrective work to maximise their valuation, even though it can add significant value.

The valuation enhancement can include (but not exclusively) the following areas:

USPs i.e How to become a “must have” for a future buyer’s business and not just an “add-on”, so the valuation doesn’t erode?
Development including risks and opportunities regarding the achievement of deliverables’ timetable
Manufacturing including health and safety
Sales and business development including customer relationships and weightings
Procurement including supplier relationships and weightings
Legal including the IP position
HR including understanding the key dependencies
Finance including quality of reporting
Processes including documentation thereof
Documentation including
presenting a clear well-articulated record of past history

2. Any follow-on transaction, such as a sale or merger or acquisition, we can lead/assist on.

This can include:

Data-room preparation (we use ‘SecureDocs’ as our secure virtual data-room)
Company valuation
Preparing a Teaser
Compiling a list of companies to approach and doing the approach
Presentations
Compiling a list of companies to approach and doing the approach
Depending on the transaction, fulfilling what is required to complete the transaction

3. With your agreement, subject to our own internal review:

a. One of our personnel can sit on your Board of Directors as a Non-executive Director or attend as a Board Observer, to assist the team in the delivery of the above.

Our assistance comes in various forms:

Challenge
Advise
Support
Encourage
Get alongside the team

b. In certain situations, we can invest some of our own capital in your business – anywhere between 50K € and 200K € per investment.

These arrangements have a number of benefits to you including one of ‘risk-sharing’ between you and us and total alignment with your objectives.

With whom do we work?

We work with either shareholders or/and management operating within these types of companies:

High value specialist manufacturing
Software and digital related
Services such as healthcare and education

The company concerned must have all four of the following criteria:

Possess a management team that is both ambitious and in a hurry (not just looking for a life-raft)
Have a product or service (in development or fully developed) that is both innovative and needed by the international market
Achieved or possess international aspirations
Majority of shareholders with similiar objectives

Why use us?

We operate on assignments where:

Practical hands-on experience is required. We act pragmatically. We focus on people. This is how we generate competitive success
Management does not have the time or experience
Shareholders and/or management require an independent viewpoint

Our own experiences as operational managers cover answering the following key questions:

How to generate a competitive advantage and protect it over the short to long term?
What organisational form provides optimum support for the business model and its strategy?
How to strengthen the powers of resistance to protect the company during critical phases and against exogenous shocks?
How to increase operational performance throughout the entire company?

Following on from the above, we are experienced in instigating and completing transactions such as acquisitions and disposals.

Due to our size:

We are less likely to have conflicts of interest
We are light on our feet
We can maintain absolute confidentiality
We are hands-on

Who are we?

We are a small group of successful executives who have been in senior positions across a wide variety of roles and commercial organisations operating globally and domestically. The companies include startups, growth phase businesses to well-established enterprises.

Where do we operate?

We operate x-border. Our HQ is in Central Switzerland, with clients as far a field as Japan.

How are we remunerated?

Our remuneration is based on any of the following bases:

The advisory time variable or fixed with a standard reimbursement
Advisory time variable or fixed and reimbursed in the form of shares (sweat capital)
Success fee (for example on a successful company sale)
Return on any direct investment that we have made in the form of shares for cash
Combination of any of the bases above

Ethics

Objective – Our objective is to provide expert, independent analysis, using specialist knowledge, research and contacts to advance our clients’ interests
Legality – Our policy is to strictly adhere to all applicable laws and regulations
Confidentiality – Our clients’ information and instructions are held in the strictest confidence at all times

Testimonials

Testimonials are available on request.

The right steps at the right time to successfully complete either a merger or an acquisition deal

A merger and acquisition deal is probably the biggest deal of your life, sometimes coming at the end of a long career, so completing a successful transaction is key to your future.

In some instances, there is one only one chance to get a great deal done. It is therefore important to know and complete the right steps to reach a successful outcome.