M&A – JV – Strategic Partnerships

  • Alliances such as Mergers and Acquisitions and Joint Ventures are very often, as long as their execution is well planned and managed, synonym of a strategic breakthrough in the competitive landscape because they introduce changes and threats to the positioning and leadership of other players.
  • Hence, whether you’re a corporation, an equity firm, or a family business pursuing a local or cross-border buy-side, a sell-side project, or a joint-venture, Blue Capital Advisory carries out for you the transaction at every stage of the process, that is, from the target identification and screening, to the business plan, the due diligence, the synergies evaluation, the negotiation, the closing, and the post-merger integration.
$35bn+
recorded by our Team over the last 25 years

Illustrative examples of our approach:

  • Strategic rationale for buy-side (local and cross-border mergers): Prior to engaging in the buy-side process, we first assess the prospect to make a trade-off between two options: bolstering the organic by identifying and optimizing the firm’s productivity of  its internal operational assets or making an external move towards a vertical integration to acquire new know-how, clients, technologies to improve operational efficiency, and extend its geographical scope.
  • Defense strategy: In case of hostile takeover, whether you are a target or not, we  help you to implement defensive initiatives through a variety of poison pills, aimed at either rejecting the potential acquirer or set up favorable conditions that will lead to the increase of the firm’s value.
  • Negotiations: we will provide you with a tailored negotiations framework, and tactics, encompassing all the aspects of the transaction until you will reach an acceptable outcome for the firm, its employees, and its shareholders.
  • Due diligence: very often, in the Alliances (M&A, JV), the devil is hidden in the details. As independent advisor, we leverage our deep industry knowledge to conduct a rigorous financial, and business audit to assess the target firm or the partner you want to build with a JV, that result in a comprehensive and clear overview of the target situation.
  • Financing: we will help you to fund your acquisition thanks to our portfolio of investors from financial institutions to high net worth individual, family offices, and corporations.
  • Post-Merger Integration: Our experience, and best practices will provide you with a comprehensive, and flexible action plan that empowers the organization, the employees, and focus on capturing the source of synergies, and deliver the adequate value determined in the pre-acquisition phase.