Transaction Advisory

What's behind a potential business acquisition? What are its strategies, opportunities and value drivers? What are the weaknesses and operational risks? Answering these questions requires not only good accounting and regulatory skills but also a broad understanding of the strategic, organizational and industrial structures and dynamics of the business.

HELVIA FIDUCIAIRE, together with the consultants of its sister company HELVIA PARTNERS, has a solid interdisciplinary staff with extensive experience in M.&A. transactions that can operate in fields such as: Acquisition Auditing, Corporate Finance, M&A Tax Planning, Strategic Management, Post-Acquisition Integration, ecc. They are able to thoroughly examine the quality and value of target companies and to design and implement their internal integration plans.

HELVIA FIDUCIAIRE professionals act with si the utmost competence, incisiveness and discretion, focusing on the critical areas and main risks and assessing the target company's actual value creation and integration conditions to ensure the success of the operation.

Acquisition Strategy
The success of an acquisition rests on a well conceived and above all well executed strategy. This requires clarity in the strategic objectives, knowledge of the sector and markets, structuring of the processes of research and selection of targets, allocation of resources and skills necessary to finalize the transaction. Our consultants support you with their experience in creating your company's external growth strategy.

Business Due Diligence
A business acquisition or merger creates value to the extent of its strategic, organizational and operational fit with the acquiring or incorporating company. Market positioning, exploitable resources and technologies, operational structure, growth strategies, potential synergies and economies of scale and speed are crucial variables in achieving a successful transaction.

Financial Valuations
Assessing the "fair value" of the target company leads to the correct definition of the transfer price and therefore favors its economic sustainability. We can assist you with objective value appraisals based on the most accredited valuation methods such as DCF, synthetic or analytical procedures, value multiples and replacement costs.

Business Plan
Predicting the post-acquisition operating conditions of the target company and exploiting its synergistic value potential are a categorical imperative. Through the adoption of a multi-project framework, our professionals help identify the roadmap of future activities and the expected economic and financial impacts to enable you to maximize the return on your investment.

Integration Plans
We plan and manage the post-acquisition integration process of the target company ensuring alignment with your organization's strategic objectives, directives/procedures/values.