HELVIA’s Added Value
Since 1984, HELVIA Trust Group has been staffed by highly qualified and interdisciplinary M&A Advisors specialising in the origination, opening, negotiation and closing of acquistions, disposals and partnership deals related to multinational & large cormpanies, small and medium enterprises (SMEs), infrastructure and valuable commercial properties.
The added value that HELVIA’s M&A Advisors create for the benefit of their Clients, potential buyers or sellers, is essential, relevant and differs sharply from the inappropriate offer of the vast array of business finders or professionals of various kinds, improvised or dedicated to other activities, present on the Italian market.
To acquire or sell a business, common accounting, administrative, tax or legal skills are by no means enough as well as unsuitable and ineffective attempts to divulge the transaction opportunity by ‘word of mouth’ or (unauthorised) disclosures of confidential information to the public may prove to be vain or detrimental. Such acts can seriously harm the company, its image, customer base, organisation, competitive and economic performance, as well as the potential deal itself, by making it unattractive to potential buyers or destroying part of its realisable economic value.
A successfull acquisition or disposal of a business requires a broad and articulate range of knowledge and skills (both professional and business-wise), an extensive and deeply-rooted network of global and domestic contacts with industrial and financial investors, long-standing and consolidated expertise in M&A, best practices sharpened over decades and thousands of cases and a finally a M&A platform empowered by state-of-the-art technologies, to enable global communication and networking.
Since 1984, HELVIA’s M&A Advisors have specialised in originating and executing acquisitions, disposals and partnerships involving MNCs, SMEs, infrastructure and commercial properties, in homeland and Europe. HELVIA guides and assists you elbow-to-elbow throughout the whole deal process, from strategy formulation to closing the deal. That’s why, HELVIA’s deal success rate is so high and HELVIA’s client base is wide, loyal and global!
HELVIA’s Added Value to Sellers
- we help you to focusing on realistic objectives and to formulate a suitable divestment strategy that is realistic and results-oriented
- we assist you in arranging the business (or property) to be sold in order to facilitate its placement and transfer of ownership
- we enhance the value of the object for sale, highlighting its potential value and latent synergies for various potential buyers
- we draft the pitch book (InfoMemo) and financial valuation of the business for sale and recommend the transfer price strategy
- we present the pitch book, including business plan, according to standards required by buyers’ Investment Committees or Credit Committees of lending institutions providing finance for acquisition
- we search, select and contact directly and confidentially the decision makers of potential buyers, domestic and global, together with those interested in such kinf of opportunity already within our Investors Club, and present to them ‘anonymously’ your opportunity (via teaser), which will remain untraceable until they express a real interest in the purchase
- after signing NDAs with interested counterparts, we present the pitch book to them, we answer their questions and we solicit their interest in buying your business or property
- we organise the meetings between the parties, guide and assist you in conducting negotiations, always safeguarding your interests as well as those of your company and stakeholders
- we facilitate the search for a preliminary agreement with the selected potential buyer on any contractual framework and economic terms, then represented into the Letter of Intent (LoI or MoU) that we will draft for you
- we help you in evaluating and negotiating any purchase offers received from potential buyers, if any
- we help you in organising the dataroom, responding to due diligence (DD) requests, resolving troubles and misunderstandings that may arise
- we help you responding to conterpart’s Q&A, checking and negotiating DD findings and any further issues, such as: Quality of Earnings, NFP, VAR, IRR
- we guide and assist you in negotiating any financial and contractual terms of final agreements, avoiding detrimental risks and costly mistakes, ensuring you the best possible outcome of the deal
- we assist the appointed legal counsel in setting up and reviewing the final binding agreements (main and ancillary contracts) and assist in negotiating the markups vis-a-vis the counterpart
- we assist you in executing the closing programme, in collecting and preparing the deeds, attachments and warranties required for the signing and closing of the deal
- we guide and assist you in signing and finalising the final agreements, ensuring that everything is done ‘in a proper manner’
- upon request, we assist you in protecting your assets, in planning your succession, in carrying-out any advisory or trust services to secure your interests, those of your loved ones and those of any appointed Charities
HELVIA’s Added Value to Buyers
- we help you to focusing on realistic goals and formulating a sound acquisition strategy that delivers tangible results
- we deepen your scope of research (market intelligence) and draw up an ideal profile of the target company (or property) to be sought
- we draft and send HELVIA’s confidential communication directly to decision makers of selected targets, presenting your transaction proposal and guaranteeing the anonymity of your identity, that it will remain as such until an expression of interest is delivered by them
- we collect and transmit you any information regarding the targets together with vision and the expectations by the potential sellers (owners), that have shown an interest in the proposed transaction
- after signing the NDAs with interested owners, we collect more infos and deepen the analysis, sharing with you our preliminary strategic and financial assessment and our recommendations regarding targets’ suitability and acquistion options
- we organise and execute the Q&A session with the counterparts and arrange the future meetings with them
- upon identifying the right target and owner, we solicit the interest to execute the deal and facilitate the signing of a Letter of Intent or MoU between the contracting parties or ev. the acceptance of your purchase offer, if any
- we assist you in organizing and executing (upon request) the Due Diligence (DD) process, in presenting or reviewing the DD findings, in assessing the Quality of Earnings, NFP, VAR IRR, etc. of target company
- upon request, we draft the financial evaluation or busines plan of target company, we help in raising financing capital, in deal structuring and any further issue required for proper execution of the deal
- we assist you throughout the whole negotiation process, always safeguarding your strategic, financial, corporate and legal interests
- we facilitate relationships and cooperation with the counterpart and we help resolving issues or disputes that may arise
- we guide and assist you in finalising negotiations, advising on strategic, economic, corporate and contractual terms to ensure you the best possible outcome of the deal
- we assist the appointed legal counsel in drafting and reviewing the final binding agreements (SPA and ancillary contracts) and help in negotiating the markups vis-a-vis the counterpart
- we assist you in executing the closing programme, in collecting and reviewing the deeds, annexes and guarantees required for the signing and closing of the deal
- we guide and assist you in the signing and closing the transaction, ensuring that everything is done ‘in a proper manner”
- upon request, we assist you in integrating the newly-acquired unit within your organisazion and in any corporate advisory or executive search services required
HELVIA’s Letter of Assignment & Fees
The M&A advisory services of HELVIA trust group consist both of professional and intermediary value-added activities, provided on a domestic and global scale. To benefit from these services, the Client should confer a Letter of Assignment to HELVIA. HELVIA’s Letter of Assignment is transparent, comprehensive and based on the good faith of both contracting parties. The provision of HELVIA’s M&A services inevitably requires the payment of professional fees, such as:
- Retainer Fee of a limited amount, to be paid upon conferral of the mandate. This fee enables HELVIA to bearing the groundwork for the future transaction, to setting-up the pitch-book, to searchign, selecting, confidential contacting and presenting the potential targets and counterparties to the Client, to soliciting and opening negotiations between the parties;
- Interim Fee of a fair amount, to be paid exclusively at the time of the signing of the non-binding agreement (LoI/MoU/TS) with the counterparty selected and presented by HELVIA. This fee enables to bearing the following intensive professional and negotiation M&A works in favour of the Client vis-a-vis of the selected counterparty and its advisors, as stipulated in the conferred Letter of Assignment;
- Success Fee of a prevailing amount, to be paid exclusively at the time of the signing of the final binding agreement (sale and purchase agreement – SPA) by the Client with the counterparty presented by HELVIA. This fee represents the recognition of the great added-value of HELVIA’s professional and intermediary activities that led to the success of the deal.
We invite those who intend to grant Letters of Assignment to HELVIA, subordinating the payment of the whole of due fees (100%) to the success of the deal, to desist from this intent, as it constitutes an ‘unfounded, disrespectful and unfair’ request with respect to the role, nature, value and scope of the M&A services offered by HELVIA Trust Group as well as the deal responsibility and decision lies solely in the hands of the Client.
To the Clients who will confer HELVIA a Letter of Assignment, our Principals and Professionals are thankful for the trust placed in us and assure the utmost commitment and hardwork to achieve the success of the deal they are looking for and the max satisfaction for themselves and their stakeholders.
Corporate & Service Profile di HELVIA
For more information about HELVIA Trust Group and its professional services, please see:
Learn more about us
Come contattarci
Per maggiori informazioni, siete pregati di contattare la Segretaria di HELVIA all’indirizzo email: info@proinvesto.it oppure info@helviapartners.com oppure di contattarci telefonicamente al numero 0041 91 630 97 57
