Corporate Advisory Group M&A Mid Cap

Our mission is to assist you in the management of your personal and professional wealth.

Our investment bank, deeply dedicated to entrepreneurs, offers you a full range of advice on high-profile transactions tailored to the world of SMEs and ISEs in France.

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How we work

Our dedicated team within the private management department allows us to offer you a global service covering not only the transactional aspects of the operation but also the asset based and fiscal aspects.

1. Divestiture consulting

We put in place a structured competitive process to establish the best possible terms of divestiture:

Identification of and contact with potential buyers (industrial / investment funds), with the help of UBS international locations for foreign buyers
Drafting the documents necessary for the operation (presentation file, business plan, etc.)
Negotiation of all the terms of the transaction until its completion
Coordination of all stakeholders (lawyers, auditors, etc.)
Special acumen of the team in operations with the financial community (LBO).

2. Acquisition consulting

We accompany the manager in an external growth process in order to optimize the conditions for acquisition:

Target approach and project feasibility validation (valuation of the target, understanding of its positioning, its development prospects)
Coordination of all audits aimed at validating communicated information as well as identifying accounting, financial, legal, strategic risks, etc.
Trading assistance (price, terms of payment, guarantee of assets and liabilities)
Financial structuring of the operation and search for financing.

3. Financing consultation

We seek partners and negotiate optimal financial terms:

Analysis of the feasibility of the operation (shareholding structure, financial structure, cash flows)
Identification and competition of potential partners (investors and / or banks) thanks to UBS's comprehensive knowledge of this type of stakeholder
Drafting the documents necessary for the operation (presentation file, business plan, etc.)
Organization of the entire competitive process until its completion
Negotiation of financial conditions and guarantees.


Atlanta	Maxico City	Amsterdam	Lugano	Auckland	Melbourne
Boston	Minneapolis	Bales	Madrid	Bangkok	Pékin
Buenos Aires	Montréal	Berne	Milan	Bombay	Séoul
Calgary	New York	Edinburgh	Moscou	Djakarta	Shanghai
Chicago	Rio Francisco	Genève	Porto
Dallas	Hong Kong	Sydney
Denver	Santiago	Istanbul	Johannesburg	Kuala Lumpur	Taipei
Edina	Sao Paulo	Lausanne	St Gallen	Labuan	Tokyo
El segundo	Stamford	Lisbonne	Stockholm	Manille
Hamilton	Totonto	Londres	Tel Aviv
Houston	Vancouver	Lucerne	Zurich
Los Angeles

Our network

With 60,000 employees, UBS M & A Mid Cap is present in more than 50 countries and 5 continents. We are able to bring you the most innovative solutions and put you in touch with key people thanks to the power of our network. This allows us to generate opportunities for our customers all over the world.

Why choose UBS?

Our UBS M&A Mid Cap team is distinguished by:

A rich and sustainable experience of the Mid-Market companies (valuation between €15m and €400m) on all types of transactions and in all sectors, based on more than 120 transactions originated and executed.
A tailor-made approach for each operation in order to meet the concerns of each stakeholder.
Support, beyond the transactional aspects, which takes into account the asset engineering linked to the operation. M&A Mid-Cap offers wealth solutions based on the resources of our private management bank.
Linking with counterparties around the world, thanks to a network of UBS business bankers, peerless in the market.

UBS M&A Mid-Cap was ranked excellent amongst the 2017 classification decision-makers for transactions between €75M and €500M