IPO Readiness, Valuation, Advisory, Negotiation, Equity Story, Project Management, Transaction Structuring

Service

As a market leading corporate finance adviser, Alantra adds significant value by providing independent advice, actively supporting the preparation and project management, and creating transparency along the IPO process.

Comprehensive support from early-stage preparation to completion:

  • Assessment of IPO general readiness, feasibility, optimal timing (incl. necessary adjustments, roadmap), optimal post-IPO capital structure and dividend policy
  • Evaluation of expected public market valuation
  • Advisory for selection of complementary service providers (Accountant, ECM bank(s), Legal advisor, IR/PR provider, etc.)
  • Negotiation support at every step in the IPO process
  • Refinement of equity story and positioning
  • Project management throughout IPO process (due diligence, transaction documents, investor marketing, independent deal research, coordination of service providers and work streams, etc.)
  • Optimization of transaction structure, pricing, and allocation

Following a successful IPO, Alantra remains a trusted advisor for M&A as well as equity and debt financings. 


Client Coverage

Fast-growing SMEs, mature SMEs, large corporations


Industry Coverage

All


About the Service Provider

ALANTRA is a truly independent, leading, and experienced international corporate finance advisor for the mid-market with an established track record of over 1,200 successfully closed transactions since 2013, including M&A, equity capital markets and debt advisory. With over 20 offices worldwide, ALANTRA offers a global understanding of industry sectors combined with strong local relationships with companies, investors, entrepreneur, and financing institutions.
www.alantra.com

At a Glance

Alantra provides a wide range of investment banking services for mid-market companies, including M&A, equity and debt advisory. It leverages its extensive experience to provide early-stage advice to ensure the company is optimally prepared and deliver best-in-class execution to de-risk the transaction, maximize valuation and optimize costs.

  • Experienced independent IPO advisor with an extensive network in capital markets and access to relevant banks, legal counsels, accountants and PR advisors
  • Talented and highly experienced global team of around 300 professionals across 20 countries with in-depth sector insights and expertise

Awards/recognitions:

  • European Corporate Finance House of the Year 2019 by The Private Equity Awards
  • M&A Firm of the year 2017 in Switzerland by MergerMarket

Examples of Transactions

Over 130 corporate finance transactions in the mid-market in Switzerland since 1998

  • MCH Group, Capital Increase, CHF 105m (December 2020)
  • Ina Invest, IPO, CHF 116m (June 2020)
  • Stadler Rail, IPO, CHF1.5bn (April 2019)

 


Contact Information

IPO Readiness, Feasibility, Valuation, Negotiation, Equity Story, Project Management, Transaction Structuring

Service

Planning and executing IPOs for all companies (incl. SPACs):

  • Assessment of IPO readiness (incl. necessary adjustments and roadmap)
  • Assessment of IPO feasibility (investor pre-sounding, early-look meetings, non-deal roadshows, group events)
  • Market valuation and evaluation of expected public market valuation
  • Refinement of equity story and positioning
  • Project management of offering process (due diligence, transaction documents, independent deal research, coordination of service providers, etc.)
  • Optimization of transaction structure, pricing, and allocation

 

Additionally, Deloitte offers the following services:

  • Restructuring services (e.g. carve out, combining financial statements)
  • Assistance with GAAP conversions
  • Assistance with working capital and liquidity modelling, support in developing and documenting accounting policies (incl. technical support)
  • Support for dual-track (IPO and trade sale) and M&A (both process and preparation of deal documentation like VDD reports).

After a successful IPO, Deloitte also offers a range of Post-IPO services:

  • Assistance with external reporting
  • On-call accounting services
  • Insight into the implications of a new accounting standard
  • Monitoring sufficiency of resources and deploying resources as needed
  • Continued support with Internal controls
  • Training and change management

All the above services are offered in-house. Should any additional service be required, we partner with reputable third parties to support you. For more details, visit our webpage IPO services.


Client Coverage

Fast-growing SMEs, mature SMEs, large corporations, SPACs


Industry Coverage

All


About the Service Provider

Deloitte is a leading accounting and advisory company in Switzerland and provides industry-specific services in the areas of Audit & Assurance, Consulting, Financial Advisory, Risk Advisory and Tax & Legal. With around 2,200 employees at six locations in Basel, Berne, Geneva, Lausanne, Lugano and Zurich (headquarters), Deloitte serves companies and institutions of all legal forms and sizes in all industry sectors.

At a Glance

  • Maturity. Deloitte has been serving clients in Swiss market for more than 60 years
  • Growth. Deloitte has been the fastest growing of the Big Four for the past 10 years by revenue, with 45% growth during the past 3 years
  • Market share. #1 professional services organization in the market, serving 95% of the companies in the SMI index in FY21
  • Multidisciplinary teams.  Deloitte draws on subject matter experts from various service lines who have extensive understanding of the procedural challenges facing a company when it decides to go down the IPO journey. The combination of subject matter experts and capital markets experience and global reach ensures that Deloitte can assist a wide range of companies in the IPO process.
  • Scalability. Deloitte scales and customizes its services for every client individually. Large, middle market, or a start-up. Deloitte has the right approach and effort for everyone. 

Examples of Transactions

  • International corporation headquartered in Switzerland, specializing in the design, production, and distribution of innovative orthopaedic products, as well as in the development of accompanying surgical techniques. 
  • Swiss company focusing on development and industrialization of power switching topology, algorithm, control software and drives based on the most advanced power semiconductor technology for energy conversion.
  • International corporation headquartered in Switzerland — technology and market leader in the manufacture and maintenance of turbochargers for diesel and gas engines

Contact Information

IPO Readiness, Feasibility, Valuation, Advisory, Negotiation, Equity Story, Project Management, Transaction Structuring

Service

Independent IPO advisory for transactions with a targeted equity placement of more than CHF 100m (below CHF 100m HB aims to act as lead manager and provides no independent IPO advisory).

  • Assessment of IPO readiness (incl. necessary adjustments and roadmap)
  • Assessment of IPO feasibility (investor pre-sounding, early-look meetings, non-deal roadshows, group events)
  • Evaluation of expected public market valuation
  • Advisory for selection of complementary service providers (IPO readiness-assessment provider, ECM bank(s), Legal advisor, IR/PR provider, etc.)
  • Negotiation support at every step in the IPO process
  • Refinement of equity story and positioning
  • Project management of offering process (due diligence, transaction documents, independent deal research, coordination of service providers, etc.)
  • Optimization of transaction structure, pricing, and allocation

All the above services are offered in-house.


Client Coverage

Fast-growing SMEs, mature SMEs, large corporations


Industry Coverage

All except biotech


About the Service Provider

Helvetische Bank AG (HB) is a leading Swiss private and investment bank focusing on advising SMEs in capital market transactions on SIX. Since its inception in 2011, HB successfully established itself as an alternative to larger investment banks by structuring transactions to the needs of SME companies and by addressing non-standard investor categories. HB’s capital market experts from our Corporate Finance, Research and Active Advisory practices combine for an average experience of more than 20 years. At the same time, being a small and agile challenger, HB aims to keep processes lean for clients in order to carefully treat client’s own resources during a transaction. www.helvetischebank.ch

At a Glance

Swiss investment bank focusing on advising SMEs in capital market transactions on SIX. Alternative to larger investment banks by structuring transactions to the needs of SME companies and by addressing non-standard investor categories.

  • Agile challenger with focus on advising SMEs in Swiss capital market transactions
  • HB is successfully operating in the Swiss capital market since 2011
  • Market leader in SIX listed CHF bond transactions with a nominal amount below 100m
  • Corporate finance core team active for HB since 2011, average experience of key employees 20+ years
  • HB advised on more than 50 Swiss capital market transactions since its inception in 2011
  • Strong network to non-standard investor categories (such as family offices, (U)HNWI and independent asset managers), lean decision-making processes allowing efficient transaction processes
  • Own independent research team

Examples of Transactions

HB regularly acts as Lead Manager for equity and debt capital market transactions on SIX Swiss Exchange. From this experience, HB has gained detailed knowledge of clients’ needs in capital market transactions and disposes of a large number of established contacts to capital market professionals which gives HB a competitive edge in acting as an independent IPO advisor

  • Examples of recent capital market transactions can be found on HB’s homepage under “Tombstones”

Contact Information

 

IPO Readiness, Feasibility, Valuation, Advisory, Negotiation, Equity Story, Project Management, Transaction Structuring

Service

Work with a trusted small team of senior advisors for a successful IPO.

  • Assessment of IPO readiness (incl. both recommendations regarding necessary adjustments and development of roadmap to optimize transaction security)
  • Assessment of IPO feasibility (investor pre-sounding, early-look meetings, non-deal roadshows, group events)
  • Evaluation of expected public market valuation based on value drivers
  • Advisory for selection of complementary service providers (ECM bank(s), Legal advisor, IR/PR provider, etc.)
  • Negotiation support at every step in the IPO process (reach the highest possible transaction security by independent advice)
  • Refinement of equity story and positioning (based on the investor’s perspective on the business model)
  • Project management of offering process (due diligence, transaction documents, independent deal research, coordination of service providers, etc.)
  • Optimization of transaction structure, pricing, and allocation

IFBC provides its services in-house with a dedicated transactions and capital markets team (investor pre-sounding together with investment bank).

As a leading independent Swiss corporate finance and M&A advisor IFBC supports its clients in the context of private and public M&A, debt advisory as well as related corporate finance matters. Furthermore, IFBC advises companies in the areas of performance and financial risk management as well as specific accounting topics. Based on this expertise and its long-standing experience, IFBC provides independent and comprehensive advice for a successful IPO.


Client Coverage

Fast-growing SMEs, mature SMEs, large corporations


Industry Coverage

Financial Services, Energy, Industry, Business Services, Life Sciences & Healthcare, TMT, Real Estate, Construction


About the Service Provider

IFBC is a leading independent corporate finance and M&A advisor in Switzerland. IFBC has a long-standing experience in realizing capital market transactions. Clients from IFBC benefit from high senior involvement securing best-in-class project execution.

In addition, IFBC supports companies in various industries in the areas of performance and financial risk management as well as IFRS advisory.
www.ifbc.ch

At a Glance

IFBC is a leading independent Swiss corporate finance and M&A advisor, specialized in corporate transactions working with large corporates, SMEs and financial investors.

  • Founded in 1997
  • Around 20 highly qualified employees with more than 150 years of combined professional experience in corporate finance and financial management
  • Regular involvement in national and international transactions across different industries
  • Member of Globalscope international M&A network
  • Recognized fairness opinion provider by the Swiss Takeover Board

Key people:

  • Dr. Thomas Vettiger, Member of the Swiss Takeover Board, Chairman of the Board of Directors of the Investis Group, Member of the Board of Directors of Globalscope
  • Prof. em. Dr. Rudolf Volkart, former professor of business administration and director of the Swiss Banking Institute at the University of Zurich
  • Heinz Karrer, former CEO Axpo Group, former president of economiesuisse, member of different BoD

Examples of Transactions

  • Vifor Pharma, public tender offer to its shareholders by CSL, CHF 10.9b (December 2021), Advisor to Vifor Pharma
  • Talenthouse, IPO by way of a contribution in kind, undisclosed, (May 2021), Independent valuation advisor to Talenthouse
  • BLS, Issuance of two listed debut bonds, CHF 200m (November 2018), Advisor to BLS
  • SwissSign Group, sale to Post, undisclosed (October 2021) Advisor to shareholders of SwissSign Group
  • Netcetera, establishing of Giesecke+Devrient as a new anchor shareholder, undisclosed (September 2020), advisor to Netcetera

Contact Information

  • Dr. Thomas Vettiger, Co-Founder and Managing Partner,
    info@ifbc.ch, +41 43 255 14 55

IPO Readiness, Feasibility, Valuation, Advisory, Negotiation, Equity Story, Project Management, Transaction Structuring

Service

  • Assessment of IPO readiness (incl. necessary adjustments and roadmap)
  • Assessment of IPO feasibility (investor pre-sounding, early-look meetings, non-deal roadshows, group events)
  • Evaluation of expected public market valuation
  • Advisory for selection of complementary service providers (IPO readiness-assessment provider, ECM bank(s), Legal advisor, IR/PR provider, etc.)
  • Negotiation support at every step in the IPO process
  • Refinement of equity story and positioning
  • Project management of offering process (due diligence, transaction documents, independent deal research, coordination of service providers, etc.)
  • Optimization of transaction structure, pricing, and allocation

Reyl & Cie offers provides the full suite of services in-house.

 

In addition, Reyl & Cie:        

  • Designs a tailored path to go public
  • Assists in a potential pre-IPO placement of shares
  • Identifies anchor IPO investors
  • Assists the issuer in its coordination with stock exchange and listing authorities to meet all listing standards
  • Advises on the appropriate listing venue(s), timetable and execution process

Client Coverage

Fast-growing SMEs, mature SMEs, large corporations


Industry Coverage

All, specialized in Industrials, Technology, Media & Telecommunications, Retail, Consumer Goods and Services, Energy & Renewables, Real Estate & Hospitality, Financial Services, Transportation & Infrastructure


About the Service Provider

Founded in 1973, the REYL Group is a diversified and entrepreneurial banking group with offices in Switzerland (Geneva, Zurich, Lugano), Europe (London, Luxembourg, Malta) and the rest of the world (Singapore, Dubai). In 2020, the REYL Group entered into a strategic partnership with Fideuram - Intesa Sanpaolo Private Banking, a leading European banking player, whereby Fideuram – ISPB acquired a 69% stake in REYL.

The REYL Group manages assets in excess of CHF 19.5 billion (CHF 25 billion including ISPBM) and employs more than 250 professionals.

Developing an innovative approach to banking, REYL serves a clientele of international entrepreneurs and institutional investors on a transversal basis through its Wealth Management, Entrepreneur & Family Office Services, Corporate Advisory & Structuring, Asset Services and Asset Management business lines. 

At a Glance

  • Independent and non-conflicted advice: Reyl & Cie offers independent and non-conflicted advice, which makes it uniquely suited to offer a range of advisory and execution services to both public and private companies, as well as financial sponsors across a broad range of industry sectors and geographies
  • Relationship driven: Reyl & Cie brings senior commitment to its clients in the fields of (i) Mergers & Acquisitions (ii) Equity Capital Markets Advisory (iii) Private Debt (iv) Restructuring and (v) Private Equity / Club Deals
  • Strong industry expertise: The Corporate Advisory & Structuring team of Reyl & Cie has significant experience in multiple industries including Industrials, Technology, Media & Telecommunications, Retail, Consumer Goods and Services, Energy & Renewables, Real Estate & Hospitality, Financial Services, Transportation & Infrastructure 
  • Seasoned bankers: Reyl & Cie offers its clients access to a team of senior professionals, who have developed a track record of successful transactions over the course of their careers in bulge brackets investment banks and advisory firms worldwide
  • Full Guidance through the equity-raising process: Thanks to the expertise of its members regarding equity transactions across geographies and industries, Reyl & Cie provides professional expertise and advice throughout the equity transactional process 

Examples of Transactions

  • Varia US Properties AG, Private Institutional Placement on SIX Swiss Exchange, CHF 40m (November 2020)
  • Varia Europe Properties, Capital Increase on BX Swiss, CHF 29m (December 2019)
  • Ultima Capital AG, IPO on BX Swiss, CHF 400m (August 2019), Advisor to Ultima

Contact Information

  • Xavier Ledru, Head of Corporate Advisory & Structuring,
    xledru@reyl.com, +41 22 816 81 85
  • Mickael Gibault, Managing Director,
    mgibault@reyl.com, +41 22 816 81 37