M&A transaction management and corporate restructuring
- Corporate transformation
- Banking, insurance & wealth
Summary
Client problem
What was delivered
Client Benefits
Experts in charge
Carolyn
Business Advisor
Client problem
- A private investment group needed to divest multiple subsidiaries across different jurisdictions (Europe and Asia) as part of a strategic repositioning.
- The process involved several regulatory environments, high-value transactions, and a complex mix of internal and external stakeholders, including board members, lawyers, and financial advisors.
What was delivered
- Acted as project manager on behalf of the shareholders, overseeing all phases of the M&A process across five subsidiaries.
- Ensured alignment with the group’s strategic objectives, coordinated the flow of information between internal teams and external advisors, and supported the preparation of key deliverables (memoranda, SPA reviews, Q&A sessions, board reporting).
- Reported directly to the shareholders and participated in board discussions throughout the process.
Client Benefits
- The structured coordination led to the successful and timely sale of all five entities, while maintaining strategic coherence and minimizing disruption.
- Shareholders received actionable insights throughout the process, allowing them to maximize deal value and efficiently refocus their investment strategy.
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