Before Advisory

Your transaction, defended by a senior partner.

Sale, ownership transfer, fundraising, acquisition, financing: one mandate, one interest to defend — yours. The partner in charge carries it personally, all the way to signing.

The transactions

Five transactions, one partner.

Your need may change — a sale today, an acquisition or a financing tomorrow: from one transaction to the next, you keep the same point of contact, the one who knows your story and with whom trust builds. A second partner follows the file in the background, ready to step in at any moment.

Sale

Valuation, information memorandum, competitive process among acquirers, negotiation of price and warranties through to closing.

Ownership transfer

Family, management (MBO/OBO) or mixed handover — reconciling the continuity of the business with your wealth objectives.

Fundraising

Equity story, investor targeting, term sheets, negotiation of the capitalisation table.

Acquisition

Approaching the target, valuation, structuring, coordination of diligence, negotiation of the agreement.

Financing

Scoping the need, approaching lenders, negotiating terms and covenants — debt or structured financing.

The mandate

Four stages, from preparation to signing.

Preparation

Valuation, equity story, information memorandum, data room. A file ready for demanding counterparties.

Competitive process

Targeting and approaching acquirers or investors, running a competitive process to make the tension between offers work.

Negotiation

Letters of intent, term sheets, structuring, coordination of diligence — price as well as warranties.

Closing

Final documentation (SPA, shareholders' agreement), satisfaction of conditions precedent, through to signing.

Before OS

A senior partner, backed by our platform.

The partner who takes your mandate runs it personally. So their time can go to judgement and negotiation, the mechanical part of a transaction — modelling, document production, data room setup — is carried by Before OS, our proprietary platform.

Our methods, our valuation models, our memoranda and our negotiation standards are codified in it. Each transaction builds on what was constructed before it and enriches it in turn — we don't start from a blank page.

Let's talk about your transaction.

A first 30-minute conversation to understand your project.

Book a call — 30 min