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Financial institutions

Acquisitions & disposals

  • M&A processes: we will assist you from start to finish when you consider buying or selling a financial institution, business or activity.
  • Due diligence: when you consider buying another institution or a business, our analysis will help you to avoid any bad surprises in terms of future profitability and/or liabilities.  We can apply the same skills to perform a vendor due diligence, should you be positioned on the sales side. In due diligence mandates, we typically liaise with our colleagues from the tax (VAT, corporate and social) and human capital departments.
  • Valuation: when you consider buying or selling an institution or a business, we will apply state-of-the-art models to provide you with relevant market value ranges, which we complement as appropriate with techniques such as Monte Carlo simulation. Our valuation approach takes into account solvency aspects (Basel II, Solvency Directive). We also have a confirmed purchase price allocation (PPA) expertise.
  • Contributions in kind: we apply a professional and pragmatic approach to perform legally required reports related to contributions in kind.

Shareholder value enhancement

  • We believe that all stakeholders (owners, clients and employees) benefit from shareholder value creation. Our methodologies allow to identify key value drivers to enhance shareholder value and to define pragmatic action plans in that regard.
  • Corporate strategy: we act as an independent sounding board helping you to reflect on your overall market positioning and potential
  • Management information systems (key performance indicators): we define key indicators (financial and operational) allowing you to keep track of the most important variables which drive the profitability of your business.
  • Financial performance: we will analyse your profit and loss statement to establish ways to increase operating profits, i.e. to increase revenues and to reduce costs.

Other

  • Liquidations: we manage the full liquidation process on your behalf.

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