Corporate Finance & Transaction Advisory

We support executives, shareholders and investors through their strategic transactions: disposals, acquisitions, fundraising and structuring.

Who we work with

  • Owner-managers of SMEs & mid-caps
  • Growth companies
  • Private equity funds
  • Family offices

An integrated approach to the deal

One point of contact, from the first conversation to closing.

We combine financial, legal and tax expertise to secure and optimise every stage of your transactions. Our model brings together corporate finance, deal advisory and specialist services to give you a view that is both comprehensive and operational.

  • An integrated strategic and financial viewValuation, tax and governance issues are handled together, never in silos.
  • A results-driven approachEvery piece of work serves a decision: to value, to negotiate, to secure.
  • A tailored engagementThe team is sized to the transaction and to the shareholders’ timetable.
  • A single point of contact for complex transactionsWe coordinate every party involved and keep control of the timetable.

Our expertise

Four families of capability, deployed on their own or together depending on the transaction.

Corporate Finance

Preparing, valuing and executing balance-sheet transactions.

M&A — Sell-side & Buy-side

Transaction preparation, valuation, search for counterparties, negotiation and closing.

Fundraising

Financing strategy, investor materials, market approach and deal structuring.

Transaction Services

Financial due diligence, performance analysis, risk review and negotiation support.

Valuation & modelling

Independent valuation, fairness opinions, financial modelling, BSPCE and BSA schemes.

Tax & Legal

Securing the framework of the transaction and the flows that follow it.

Tax & Legal Advisory

Tax structuring, legal documentation and transaction security, alongside our partners.

Transfer pricing

Intra-group policy, documentation and defence of flows between entities.

Customs duties

Classification, origin and customs value of cross-border flows.

Human capital

Aligning management teams and giving employees a share in the value created.

Management packages

Structuring incentive schemes and aligning management teams.

Employee share ownership & FCPE

Support for executives in setting up employee share ownership and profit-sharing schemes.

Wealth & assets

Preparing succession and arbitrating the assets held.

Wealth & succession

Wealth valuation with a view to succession or the sale of a business.

Cross-border transactions

Structuring situations that involve more than one jurisdiction.

Real Estate Advisory

Strategic analysis of assets, transaction structuring and financial optimisation.

Our methodology

Five stages, from initial framing to a secured closing. The pace adapts to your timetable; the method does not change.

  1. Stage 1

    Strategic analysis

    Understanding the issues at stake and the shareholders’ objectives.

  2. Stage 2

    Preparation

    Structuring, valuation and documentation of the transaction.

  3. Stage 3

    Execution

    Identifying and approaching investors or acquirers.

  4. Stage 4

    Negotiation

    Optimising the financial and legal terms.

  5. Stage 5

    Closing

    Completing and securing the transaction.

The firm

Demanding, independent advice on transactions where a great deal is at stake.

Every transaction is unique. We favour a tailored, results-driven approach, with partners closely involved at every stage.

Our model rests on an ecosystem of experts, coordinated by a single point of contact:

  • Corporate finance
  • Legal
  • Tax
  • Accounting
  • ConfidentialityEvery discussion stays strictly confidential, before and after the transaction.
  • IndependenceNo mandate tied to an intermediary or a provider of finance.
  • ExcellenceAnalysis that stands up to challenge at the negotiating table.
  • TransparencyFees, timetable and risks set out from the framing stage.

The partners

Alexandre DANIEL THEZARD

Founding partner

French and international tax - M&A

LinkedIn

Geraud FERRANDIER

Founding partner

Expert in business and technical valuations

LinkedIn

A project, or a strategic question?

Write to us for a first confidential conversation, with no commitment.

Phone+33 (1) 85 09 33 80
Emailcontact@leonard-financial-advisory
Address6 Square Louis Jouvet 75009 PARIS
Every enquiry is treated in the strictest confidence.