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Transactions & Restructuring 

Consider divesting your struggling or non-core assets to expand your company strategically. You are seeking strategic growth and sustainable profitability, and would like to exploit opportunities on a consistent basis. Take advantage of the current economic environment to make acquisitions that will be a good fit for when the economy recovers.

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Your challenge

You are seeking strategic growth and sustainable profitability, and would like to exploit opportunities on a consistent basis.

An acquisition will allow you to strengthen your market position and tap into new markets, regions and technologies. How can the transaction enable you to generate maximum added value while avoiding unnecessary risks?

How KPMG helps you achieve your objectives

    As M&A lead advisors, we accompany you closely throughout the entire acquisition process, from discreetly approaching the potential seller through to completing the transaction. With your objectives in mind, we share our comprehensive knowledge and many years of expertise in the areas of valuation, negotiation strategy and risk analysis. In addition, we supplement your strategic market considerations with the extensive industry and sector expertise of our specialists. Your success is our goal.

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Your challenge

Strategic considerations lead you to conclude that selling the company, or parts of it, would be the right option or a potential course of action that needs to be assessed.

How KPMG helps you achieve your objectives

    We provide you with professional and reliable support during all phases of a sale or partial sale.

    We identify the best buyers, analyse their interests and define ways to maximise their ‘appetite’. We perform a detailed analysis of the strengths and weaknesses of the company to be sold and use this as a basis to present the best investment argument to the potential buyer. For you as our client, this maximises the price, probability and sustainability of the transaction.

    As M&A lead advisors, our specialists support you during all stages of the sales process, from structuring the transaction, drafting the sales documents and discreetly approaching potential buyers, to formulating the disposal strategy and holding negotiations on your behalf, through to the successful conclusion of the transaction.

    As M&A lead advisors, our specialists support you during all stages of the sales process, including:

  • Structuring the transaction and drafting sales documents
  • Discreetly approaching potential buyers with you
  • Formulating the disposal strategy, negotiating and completing the transaction

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Your challenge

Corporate succession planning – which entails parting with your company – is a challenging, multifaceted and sometimes emotional process, as well as a strategic step in a company's development. When it comes to succession planning, it is important to have the right partner by your side, one that has the necessary expertise in succession processes to be able to handle all valuation, financial, tax and legal issues in line with the owner's interests. KPMG is the ideal partner for achieving your goals.

How KPMG helps you achieve your objectives

    We show you the options available and guide you through the entire succession process – from setting the objectives to the implementation – so that your succession solution meets your requirements in every respect. Honest, trustworthy and able to listen well – just some of the qualities that our clients appreciate in addition to our expertise.

    As consultants, we ensure that your interests and those of the company are met with regard to sustainability and value optimisation, whether the business is being passed down within the family or being sold to management or third parties. We also act as a business partner and representative of the owner, their family and the management during the entire process.

More about Succession Planning at KPMG

Your challenge

As the manager, you have the option of taking over ‘your’ company and thus assuming responsibility for it in the future. However, creating a firm decision-making basis, finding the best financing options and controlling an effective take-over process requires both time and experience.

How KPMG helps you achieve your objectives

    KPMG supports you as a competent partner before, during and after the MBO process. We handle the entire project management and coordination with all parties. Based on our many years of experience, we support and relieve the management team, and also the existing shareholders if required, allowing you to concentrate on your day-to-day business.

    We use our excellent contacts with numerous banks and potential equity investors to your advantage, securing transaction financing on optimum terms. In addition, we increase the chances of a successful transaction by ensuring that potential risks are recognised early on in the process. Last but not least, we provide you with comprehensive tactical and strategic support during negotiations and ensure a smooth process that is executed on time and in line with your exact requirements.

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Your challenge

Your company is ready to take the next step in its development. You see an initial public offering as a route to greater financial muscle in the implementation of corporate objectives, or as a path to a restructuring of your personal assets.

How KPMG helps you achieve your objectives

    A successful IPO requires professional and intensive preparation. The process ties up important resources within the company and is very time-intensive. It requires professional support in the areas of accounting, planning and controlling, financing, tax and commercial law, corporate governance and overall project management. In many cases, organisational adjustments within the company not only enable it to ‘go public’ successfully, but to ‘be public’ as well.

    KPMG supports you during all phases of an IPO. Our independence ensures a fair valuation for you and creates the basis for an optimum issue proceeds.

    Our interdisciplinary consulting approach, coordinated by a central contact person, encompasses the following areas:

  • Capital market viability check
  • Project management
  • CFO-Coaching
  • Strategy, equity story and business plan
  • Tax structuring
  • Financial reporting and IFRS conversion
  • Selection of an issuing bank / IPO concept and placement strategy
  • Valuation throughout the process
  • Due diligence
  • Exposé / prospectuses
  • Roadshows, analyst conferences
  • Capital market-driven corporate governance (systems & processes)

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Your challenge

Selecting the best financing partners and instruments is becoming increasingly challenging for companies, especially in rapidly changing and uncertain environments. The financial markets have become considerably more dynamic and complex in recent years.

How KPMG helps you achieve your objectives

    As consultants, we optimise your access to capital or loans. We also create independent transparency for you and use this as a basis to attain the best possible financing solution for the company. This applies to new borrowing and refinancing, as well as to the renegotiation of existing financial agreements. KPMG has a team of highly experienced consultants that specialises in providing strategic advice and supporting complex financing processes.

    The primary objective is to create transparency, relieve management capacities reliably and find an optimum financing solution together with our clients. Our project teams of highly experienced consultants are tailored to suit the specific requirements of the transaction. If necessary, we also make use of the extensive expertise within KPMG's global network – for example, by supplementing the team with specialists in tax consulting, legal advice or restructuring.

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Your challenge

The "premium" built into the price is only justified if planned synergies can be put into action quickly and efficiently. Speed in implementation, concentration on the essential and exploitation of momentum are decisive factors in the success of the integration process.

Studies show that more than 60 percent of mergers, acquisitions and buy-outs fail to attain their strategic goals - even if good preparations were made beforehand.

How KPMG helps you achieve your objectives

    KPMG offers an individual package of post-deal services - adapted to the specific circumstances of the transaction and the client's particular situation. Take advantage of KPMG's interdisciplinary advisory approach.

  • Program Management
  • Finance Function Integration
  • Carve-Out Assistance
  • Interim Management Reporting
  • Tax Structuring & Integration
  • Operational Restructuring
  • Analysis of the integration risks/opportunities
  • Planning, management and assistance with implementing separation processes
  • Value Driver Analyse / Synergy Tracking
  • Analysis of corporate cultures

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Your challenge

Would you like to verify the sustainability of your business model? Take the strategic line - get your market segments analyzed as quickly as possible.

How KPMG helps you achieve your objectives

    KPMG runs timely analyses to assess the potential market success of a transaction. Public-domain information and primary research form the basis of our analyses.

    Above all, we examine the attractiveness of the market, the strategic positioning and the critical success factors, supported by essential elements such as the fact base, the logical stringency of reporting and strategic analyses. A direct reference is then drawn between these elements and the opportunities and risks of the business model in question.

More about Transaction Services at KPMG

Your challenge

Are you considering divesting your company or non-core assets or making an acquisition? Successful company acquisitions require careful preparation. Evaluating the target company establishes clarity and helps identify potential deal-breakers early on in the process.

How KPMG helps you achieve your objectives

    Important decisions require reliable information. KPMG provides robust planning, financing and evaluation models.

More about Transaction Services at KPMG

KPMG supports you in the allocation of the purchase price to the acquired assets and liabilities (Purchase Price Allocation) according to IFRS and US GAAP. This includes in particular the valuation of assets that are not recognized in the balance sheet, e.g. intangible assets like brands, technology and customer relationships. Already prior to the transaction, we can provide you with individual advice on the potential tax and financial implications of the transaction.
More about Valuation Services at KPMG

Business transactions such as acquisitions and divestitures usually include a high level of uncertainty and therefore require professional diligence of the decision makers. A Fairness Opinion provided by KPMG can provide you with a sound basis for your decisions and help you assess the reasonability of the price offered.
More about Valuation Services at KPMG

We can provide you with recurring and efficient valuations on your illiquid investments and support your communication with your investors. In cases of related party fund transactions you can avoid conflicts of interest through the involvement of our independent valuation experts.
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Your challenge

When a company's value is threatened, Restructuring can help identify ways around or out of a stressful situation.

How KPMG helps you achieve your objectives

    Working with lenders, stakeholders and all levels of management, our professionals plan and deliver restructuring measures that can improve cash flow, profit & loss and corporate balance sheets and help pave the way for successful corporate turnarounds. Our extensive experience in developing and implementing solutions in situations of stress and distress enables us to work across sectors and geographies to deliver complex, cross-border restructuring and insolvency support.

More about Financial Modelling at KPMG

In a volatile market environment there is increasing pressure on top management to quantify the impact of major challenges on budgets and business plans; e.g. the Euro zone crisis, raw material price volatility, or a potential double-dip global economic recession. With our modelling expertise and commercial understanding we are well positioned to support you and your stakeholders to define and analyse alternative scenarios, understand the impact of each scenario and support you in making more effective decisions.

Our strategic option modelling solution equips top management with a robust tool that quantifies the financial impact of potential business decisions or changes in the underlying macroeconomic, political or technological environment. The tool can support you in planning major strategic changes such as new product launches, acquisitions, investments, divestments, portfolio rationalization or restructurings.
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Real estate investments are not static, but are dynamic and productive assets. The securing of sustainable income from real estate investments requires a holistic approach. This includes structural, economical, fiscal and legal expertise.
More about Real Estate at KPMG

The financial services industry is facing an increasingly complex regulatory environment, resulting in unprecedented business and operating model challenges but also creating opportunities for M&A, growth and development.
More about Transaction and Restructuring for Financial Services

 

Contact

Peter Dauwalder

Partner, Head of Transactions & Restructuring

+41 58 249 41 80

Contacts

Contacts

Our Transaction Advisory Group offers to you a seamless combination of professionals. Find your relevant contact.

 

 Transaction Advisory Group

M&A Yearbook

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The "M&A Yearbook" provides an overview of the mergers and acquisitions in Switzerland over the last year well as an outlook for the coming year.

M&A Report

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The quarterly report provides an overview of the M&A activities in Switzerland.