enhanced value advisory

Comprehensive overview of advisory services

Strategy

  • Integrated strategy review
  • Merger and Acquisition advisory – buy or sell side
  • Identification, structuring and implementation of strategic alliances, partnerships and joint ventures
  • Analyses and realization of disposals, spin-offs or buy-ins
  • Other corporate finance solutions – MBO, start-ups, succession planning
  • Strategy focused advice covering
    • Distribution strategy
    • Legal structures
    • Tax structures
    • Strategic risk management
  • Tailor made financing solutions, including special acquisition related financing
  • Governance structures on Board and Executive level
  • Family office integration and succession planning

Operations

  • Integrated distribution advice
  • Integrated legal advice
  • Integrated tax advice
  • Integrated financial planning
  • Comprehensive regulatory approval and documentation processes
  • Comprehensive compliance and governance services

Investment Instruments

  • Analysis, research, market positioning for specific investment solutions (i.e. funds, managed accounts, structured products)
  • Accounting and Middle Office structures
  • Regulatory positioning – special cross border regulatory structures
  • Technology related support