Assisting companies as they develop; organising the transmission or disposal of a company
Advising companies is one of the Edmond de Rothschild Group’s historic businesses. Today, its independence and reputation give it a leading role in finding solutions to corporate finance issues.
Disposals, mergers, acquisitions
The Edmond de Rothschild Group works closely with companies in disposals, acquisitions and mergers. These services are available both to large groups - managing their business portfolio for example - and to investment funds wishing to acquire or sell companies.
Advising family companies on capital operations
The Edmond de Rothschild Group advises family shareholders or company founders on selling or transferring their companies. These operations require professionnal and/or family wealth targets to be taken into account so as to optimise the deal's legal, fiscal and financial aspects.
Optimising synergies
Thanks to its complementary business lines, the Edmond de Rothschild Group can call on its experts in areas such as cash management and risk management. Similarly, the Group’s expertise in institutional investment management can be used to advise companies on their financial investments. Lastly, thanks to its numerous offices throughout the world and its network of specialised partners, the Edmond de Rothschild Group can also deploy extensive resources to assist companies in their international development.
Company appraisals
The Edmond de Rothschild Group is recognised by large groups and institutions for its expertise in conducting company appraisals. This involves determining merger parities or evaluating strategic acquisitions. Due to its expertise in this field and its robust reputation, the Group has often been sollicited for privatisations or stock market listings.
Capital investment (Private Equity)
The Edmond de Rothschild Group is a key player in capital investment and takes an active part in helping European companies to develop. In Private Equity, the group stands out for an approach that focuses on an active partnership with entrepreneurs and its offer is one of the most comprehensive on the market today: venture capital, LBOs and funds of funds in numerous sectors, such as biotechnology, clean tech and growth companies.
Advising on international financing
In its capacity as an independent financial advisor, the Edmond de Rothschild Group also advises on financing after analysing the specific objectives of private and/or public bodies. The Group’s in-depth knowledge of capital markets allows it to organise capital raisings or debt restructuring – mezzanine or syndicated debt, bond issues etc - as well as optimise a project’s financial costs.