UBS M&A Mid-Cap

UBS M&A Mid-Cap, our investment bank dedicated to entrepreneurs, offers you a full range of advisory services for long term asset transactions tailored to the world of SMEs in France.

World Top 5 M&A

(source : Mergermarket)

+ 1500 investment bankers worldwide

A large proportion of cross-border transactions

Best investment bank in Western Europe 2025

Why UBS?

Our positioning

For over 20 years, our M&A Mid-Cap team in France has successfully supported more than 300 transactions.

We advise shareholders seeking to sell their company to a strategic player or to carry out an LBO-type transaction. We also advise companies on fundraising or acquisitions. Our services are aimed at SMEs with a valuation starting from EUR 20 million.

Our culture of commitment and quality

Each assignment benefits from our total commitment, with a dedicated team of highly experienced professionals. This personalized, quality-focused approach is at the heart of our model. We therefore focus on a limited number of transactions each year, ensuring top-quality advisory service. Our team also stands out for its rigorous culture of confidentiality and independence.

Our international presence and sector expertise

Our team is made up of over 1500 investment bankers worldwide, and is dedicated to entrepreneurs, family shareholders, and financial investors such as investment funds and family offices. We operate in all sectors, leveraging the sector expertise developed by the UBS Group on an international scale.

Our tailored and integrated approach

Thanks to our affiliation with the private bank, we offer our clients unique wealth and tax expertise, specific to the UBS Group.

Let’s get to know each other

Jérôme Pin

Jérôme Pin

Managing Director

Head of M&A Mid-Cap in France

 
  • Jérôme Pin joined UBS in 2005. He has over 25 years’ experience in M&A.
  • He acts as an advisor on both industrial consolidation transactions and LBOs.
  • He worked for 7 years in EY's Corporate Finance department and for 2 years in SOCIETE GENERALE's Project Finance teams in Asia.
  • Jérôme primarily works in the B2B services sector (notably in transport and logistics) and financial services.
  • He is a graduate of NEOMA.
Nicolas Henry

Nicolas Henry

Managing Partner

UBS M&A Mid-Cap

  • Nicolas Henry has 25 years’ experience in Mergers & Acquisitions.
  • He acts as a financial advisor on transactions such as LBO, company sales, and raising of capital.
  • He previously gained experience in auditing at MAZARS in Paris and New York and in investment banking at ING BARINGS.
  • He primarily works in the tech/media, healthcare, industries, and specialized retail sectors.
  • Nicolas is a graduate of HEC Paris.
Louis Vercken

Louis Vercken

Managing Partner

UBS M&A Mid-Cap

  • Louis Vercken has over 20 years’ experience in M&A.
  • He joined UBS in 2022 after working at LAZARD, DC ADVISORY and ADVISO PARTNERS.
  • He supports owner-managers, private equity funds and corporates in their projects involving sales, capital openings, refinancing, raising of capital and acquisitions.
  • Although a generalist, Louis has accumulated specific expertise throughout his career in the following sectors: business services, public administrations and local authorities, environment, luxury, health and wellness.
  • Louis is a graduate of Université Paris Dauphine-PSL (Master/DESS in Corporate Finance and Financial Engineering).

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.

We implement a structured competitor analysis to establish the best possible conditions for selling your business:

  • 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).

We support the manager in an external growth process to optimise the terms of the acquisition:

  • 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.

We seek out partners and negotiate optimal financial terms:

  • 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.

We assist entrepreneurs in raising growth capital to optimise the amount and conditions of the capital increase:

  • 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 (private 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 M&A Mid-Cap

Transactions completed.

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