M&A Mid-Cap - France

UBS M&A Mid-Cap, our investment bank dedicated to entrepreneurs, provides a comprehensive range of corporate finance consulting tailored to the SME and mid-cap universe in France

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Our areas of expertise

Our M&A team, part of the private banking business, allows us to provide a comprehensive service covering not just transactional aspects but also related estate planning and tax implications.

  • Finding and contacting potential buyers (corporate entities/investment funds), with the support of UBS’s international offices in the case of foreign buyers.
  • Production of the documents required for the transaction (presentation file, business plan and so forth). Negotiation of all the terms of the transaction through to its completion.
  • Coordination between all stakeholders (lawyers, auditors, etc.).
  • The team's specific expertise in transactions with the financial community (LBO).
  • First contact with the target and feasibility study of the acquisition (valuation of the target, understanding its positioning and growth prospects).
  • Coordination of all audits to validate the provided information and assessment of accounting, financial, legal  and strategic risks.
  • Help with the negotiation (price, payment terms, asset and liability guarantee).
  • Financial structuring of the transaction and advice on its financing.
  • Analysis of the transaction's feasibility (shareholding structure, financial structure, cash flows). Identification of and competitive bidding between potential partners (investors and/or banks) thanks to UBS's comprehensive knowledge of this type of stakeholder.
  • Drafting of the documents required for the transaction such as presentation file and business plan.
  • Organisation of the entire competitive process through to its completion.
  • Negotiation of financial terms and guarantees.
  • Strategic analysis of the company and the scope of the transaction (product, strategic positioning, financial traction, etc.) and capital requirements.
  • Production of the documents required for the transaction (presentation file, business plan, etc.).
  • Selection and contact of potential investors, both in France and abroad thanks to UBS's global franchise
  • Assistance in creating an investment consortium by combining, depending on the scope of the transaction, institutional players (VC or growth equity funds, sovereign funds, corporates, etc.) and family offices thanks to our private banking network.
  • Negotiations on the financial and governance terms of the capital increase.

UBS global footprint

With 60,000 UBS employees worldwide, our M&A Mid-Cap team is present in over 50 countries and on five continents. We are able to provide you with the most innovative solutions and connect you with key people thanks to the power of our international organisation (identification and approach of buyers and/or targets on a global scale, access to leading sector expertise, etc.).