We know how important your business is

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.

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.

Amérique

Amérique

Europe, Moyen-Orient, Afrique

Europe, Moyen-Orient, Afrique

Asie/Pacifique

Asie/Pacifique

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


Bank on us every day

We'd like to meet you

Come and see us so we can tell you more about what we can offer you.