Financial Consultancy
Boardroom counsel for decisive corporate moments
Independent advisory on mergers and acquisitions, balance sheet restructuring and corporate governance — delivered by bankers who have sat on both sides of the table.
Advisory Services
Four areas of boardroom advisory
Corporate Boardroom Advisory
Strategic reviews, capital allocation frameworks, dividend and buy-back policy, and independent fairness opinions for boards and special committees.
M&A Execution
Buy-side and sell-side mandates for enterprise values of USD 20 million to USD 750 million across the DACH region, Benelux and the Gulf.
Balance Sheet Restructuring
Liability management, covenant resets, amend-and-extend negotiations, debt-for-equity swaps and Swiss composition proceedings (Nachlassverfahren).
Corporate Governance Consulting
Board effectiveness reviews, committee charters, internal control systems (ICS) under Art. 728a CO and ESG reporting readiness.
M&A Pipelines
Buy-side and sell-side execution
Buy-Side Pipeline
- 1Target origination & screening
- 2Valuation & synergy modelling
- 3Due diligence coordination
- 4Acquisition financing
- 5SPA negotiation & closing
- 6Post-merger integration
Sell-Side Pipeline
- 1Vendor readiness & VDD
- 2Equity story & information memorandum
- 3Buyer universe mapping
- 4Controlled auction process
- 5Bid evaluation & exclusivity
- 6Signing, closing & escrow
Engagement Process
How a mandate unfolds
Initial Consultation
Confidential board-level discussion of objectives and constraints.
Diagnostic Review
Financial, operational and governance diagnostic within 2–3 weeks.
Strategic Proposal
Options analysis, recommended path, fee proposal and engagement letter.
Execution
Senior-led delivery with weekly steering committee reporting.
Post-Mandate Review
Value-realisation tracking and handover to management.
Engage First Horizon
Facing a strategic decision?
Speak confidentially with a senior advisor. Initial consultations carry no obligation.