Strategic advisory

Decide one step ahead of the transaction.

Sell, raise, acquire, hand over — or wait: good transactions are born of informed decisions. We bring owners the analysis and the valuation that precede action.

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Your situation

Four questions our clients ask

Strategic advisory as we practise it prepares a shareholder decision — not another report.

What is my company worth?

Valuation is the starting point of any wealth or strategic thinking. We establish it the way an acquirer would calculate it — with concrete levers to improve it.

Should I sell, hand over or carry on?

Each option has its value, its timetable and its risks. Objectifying them, figures in hand, turns a dilemma into a decision.

How do I succeed in an acquisition?

Relevant targets, acceptable price, financing, integration: an acquisition is prepared with the same rigour as a sale — and on that side of the table, mistakes cost double.

Is my capital well structured?

Shareholders, holding company, governance, management package: the capital structure conditions taxation, succession and the ability to bring in a partner.

Our method

A diagnosis, scenarios, a roadmap

Short, conclusive assignments, calibrated to lead to a decision — then to action.

01

Diagnosis

Understanding the company, its numbers and your objectives as owner and shareholder: the assignment starts from your real situation, not a theoretical framework.

02

Valuation & scenarios

Multi-method valuation and construction of the options — sell, raise, acquire, restructure, wait — each quantified with its conditions of success.

03

Recommendation

A substantiated recommendation, discussed with you: what we would do in your place, and why.

04

Roadmap

The steps, the timetable and the preparatory work — what needs strengthening before launching a transaction to succeed on the best terms.

05

Moving to action

If the decision leads to a transaction, we can run it under mandate: the knowledge built during the assignment becomes an execution advantage.

What the assignment changes

A shareholder decision is prepared like a transaction

The gap between a company that is ready and one for sale as is, is measured in valuation points.

Numbers, not impressions

Substantiated valuation, comparables, sensitivity analyses: your decisions rest on solid orders of magnitude, defensible in front of an acquirer or an investor.

Blind spots identified

Reliance on the owner, customer concentration, unsecured contracts: what destroys value in negotiation gets fixed upstream.

A partner, not a report

The assignment ends with a roadmap we can execute with you — we stay committed to the outcome, not the deliverable.

Frequently asked questions

What business owners ask us first

Why value the company before any decision?

Because every option — sell, raise, hand over, wait — is compared against current value and its improvement potential. Without a solid valuation, you are deciding blind.

How is your approach different from a classic consulting firm?

We are an M&A advisory firm: our advice is calibrated by the reality of transactions and investors, and it can extend into execution. We recommend what we would be prepared to defend under mandate.

How long does an assignment last?

Generally from a few weeks to three months depending on scope: short enough to stay conclusive, long enough to be serious.

Is it a compulsory prelude to a sale or fundraising mandate?

No. But when the decision is not ripe, a short assignment avoids launching a transaction at the wrong moment or ill-prepared — often the best investment of the whole process.

What deliverables do we receive?

A substantiated valuation, the scenario analysis with our recommendation, and an operational roadmap. Documents made for deciding and acting.

Confidential first conversation

What is the next right decision for your business?

Thirty minutes to lay out your situation and see whether a short assignment can inform your choice — with no commitment.

Let's discuss your project →