Geneva, Geneva, Switzerland
Entrepreneurs and business owners tend to be lonely and very often left alone at critical moment of their lifes. Planning the succession, acquiring or selling a business is one of them. I’m passionate about exchanging ideas, bringing value added thoughts and services to entrepreneurs, company shareholders, families vis-à-vis succession planning and corporate finance. I put my energy into helping entrepreneurs, families and investors during these important and emotional In parallel of my leadership role at Lombard Odier, I am heavily involved into supporting the integration and success of the new generation of leaders (NextGen) into the family business. Outside my work, I am a mountain lover, practicing outdoor activities since I was born. I am also passionate about photography. Specialties: Bespoke solutions Mergers and acquisitions (M&A) Business valuation Business succession Family governance strategy Post-merger integration Private-equity operations Sustainable finance Private banking Wealth management
Committed to offering a holistic view and advices to families, entrepreneurs, investors, shareholders regarding business disposal, acquisition, valuation topics (M&A, succession planning, family governance). 🔹Bring my experience to clients regarding equity strategy, mergers and acquisitions management 🔹Manage company sell-side, buy-side, integration, carve-out and JV projects 🔹Bring value to clients through tailor-made, cadenced M&A process management, identification and negotiation with targeted investors 🔹Widen exit and acquisition strategy for business owners 🔹Support clients through company/asset valuations 🔹Generate global leads and ideas for clients
Supporting clients on company and real estate acquisitions, disposals, integrations and valuations (M&A, due diligence, succession planning) 🔹Manage company sell-side, buy-side, integration, carve-out and JV projects for Swiss companies 🔹Widen exit and acquisition strategy for business owners 🔹Manage company/asset valuations 🔹Generate leads and ideas for clients
Actively participated in the execution of M&A mandates: 🔹Managed M&A processes (wrote information memoranda, contacted potential investors, managed data rooms and management presentation) 🔹Provided business plan, valuation and financial modeling work 🔹Deep interaction with private equity players
Participated in the commercial drive and execution of M&A mandates: 🔹Participated to M&A processes 🔹Developed valuation materials, financial engineering and LBO, IRR, PFI models 🔹Prepared commercial materials and presented them to our clients/prospects
Involved in the valuation and research processes within the TMT M&A team: 🔹Provided multi-criteria valuations (DCF analysis, merger and public market multiples) 🔹Prepared presentations and analyzed telecom sector in Europe 🔹Participated to the information and brokers’ notes research work 🔹Created stock watch models