M&A and Strategic Advisory

“We are able to work on complex scenarios with multiple counterparties. We pride ourselves on bringing innovative and tailor-made solutions for every transaction.”

Pierre-André Montjovet

Head of M&A and Strategic Advisory

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.

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.

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.

We manage the transaction process: terms of the transactions, coordination of due diligence and legal review for approval by the investor.

We provide support on the review of the closing material, the drafting of final acts and the signing of binding offers.

Our Services