What we do
At Banque Heritage, we are fully aware that M&A decisions are among the most important that entrepreneurs or a Board of Directors has to make. Our experienced advisors take special care to conduct each transaction in a unique way, giving private and corporate clients access to a service tailored to their own specific needs.
Because our professional backgrounds also encompass “industrial” non-banking experience, we value a craftsman, entrepreneur-centric approach, coupled with a profound knowledge of industrial issues. Our clients benefit from our strong relationships with buyers and investors and an established track record in various industry sectors.
All of your needs will be taken care of by one team, in order to best manage and monitor your investments and transactions. Our services focus on our clients' most critical challenges and opportunities and are designed to help them reach their strategic goals.
Our In-House Approach
We analyze, structure, and optimize the transaction process.
Analyzing and structuring
We focus on thorough analysis, including past financial performance, human resources, business vision and risk assessment. We will also manage the transaction data room, prepare indicative business valuation and pricing to maximize your benefits.
Promotion, marketing and screening of candidates
We value our full in-house approach of the different investors, buyers, partners for the transaction, with a strict confidentiality control prior to any information disclosure. Then we will assist you and manage Q&A, initial negotiations, and term sheet preparation with both parties’ external advisors.
Negotiating and Conducting due diligence
We manage the transaction process: terms of the transactions, coordination of due diligence and legal review for approval by the investor.
Closing and Monitoring
We provide support on the review of the closing material, the drafting of final acts and the signing of binding offers.
Look through our extensive transaction experience across a wide variety of sectors.
Forestry Asset Management
- France with subsidiaries in Romania and Brazil - Growth financing for new assets acquisitions - EUR 10M private debt
Swiss Luxury Clothes Brand
- Advisor to the Chairman / Owner - Context: Following the acquisition by the new team - Role: Assisted the chairman in redefining the new company strategy, financing plans, projecting new partnerships, preparing for implementation, etc...
Refined oil products distributor in ASEAN
- New equity raising for Capital development - USD 50M
Family-owned business in specialized logistics
- Market screening to identify targets - Geographies: Europe, Africa and Americas - Equity size: 20 to 30M + leveraged financing.
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