Business or Property Sale Engagements
Selling a small and medium-sized enterprise (SME), a valuable real estate complex or a strategic infrastructure is a demanding challenge that requires competent and experienced guidance in untangling a variety of environments and disparate economic and legal systems. Pitfalls, errors or omissions during the sales process are the order of the day. The role of a good Advisor is to neutralise these risks and optimise the Seller’s chances of success and the result.
Since 1984, the HELVIA trust group has been the trusted partner of actual owners and legal representatives of companies (SMEs with a turnover of 1 to 100m) and prestigious real estate properties to search for potential national and international (on 5 continents) Buyers, willing to acquire company shares or real estate in Italy, Italian Switzerland and the rest of Europe. Confidentially and effectively, HELVIA favours the sale and monetisation of the participatory securities (shares or quotas) and real estate, ensuring business continuity as well as the best contractual conditions and economic-financial realisation for the Vendor owner.
The granting of the Exclusive Letter of Engagement for the sale of business or property (sell-side) to HELVIA allows the Principals to avail themselves of the following fiduciary and professional services:
- search, confidential contact and interest verification of decision-makers of strategic and financial, national and global buyers, potentially interested in acquiring the company or property;
- similar verification of interest in the acquisition by strategic and financial Buyers, domestic and foreign, of HELVIA’s ProInvesto Deal Club;
- HELVIA’s negotiating assistance throughout the entire sales process, from the formulation of the strategy to the finalisation of the sale agreement;
- access to HELVIA’s extensive range of sell-side M&A services à la carte, from company valuation to tax optimisation.
HELVIA’s Resources to facilitate Company Sales
- Portfolio of several hundred national and global industrial buyers and investors from the ProInvesto Deal Club: multinational groups (MNCs), small and medium-sized enterprises (SMEs), real estate developers, private investors – from various economic sectors – for which HELVIA is Advisor/Investment Desk
- Privileged access to thousands of national and global financial and institutional investors such as: private equity/debt, venture capitalists, investment banks, asset management companies, family offices, trusts, sovereign wealth funds, pension funds, foundations, etc.
- ProINVESTO platform, domestic and foreign M&A portals and channels, process automation, big data, analytics, global targeting
- Staff of M&A advisors, trustees and business accountants, real estate experts
- National and global network of industrial, financial and professional partners
- HELVIA’s international best practices and M&A methodologies, customisable to the client
- HELVIA’s brand reputation and global expertise
HELVIA’s Competencies to facilitate Company Sales
- Track record of several hundred extraordinary transactions carried out on corporate groups, SMEs, valuable properties and infrastructure projects, in Italy, Italian-speaking Switzerland and the rest of Europe
- Sale desk and sell-side advisor on behalf of the beneficial owners of over 600 companies and 400 properties located both at home and abroad
- One-stop shop for M&A services: from organising the sale to contacting potential buyers; from assisting in negotiations to final agreements
- Relationship facilitation, information exchange management, dispute resolution with the counterparty, in the main European languages
- Provision of à la carte professional assignments: financial valuations, business planning, due diligence, asset consultancy, etc.
- Advising family businesses, succession management and asset protection trust services
- Legal assistance and liaison with the client’s law firm
HELVIA’s Company Sales Methodology
The success of a sale depends on the attractiveness and valorisation of the company for sale and the negotiation and finalisation skills of the transaction. In addition to its expertise, the sell-side advisor provides the selling party with HELVIA’s proven divestiture methodology, aimed at achieving concrete results, avoiding wasted time and resources, poor or vacuous outcomes or detrimental negotiation errors.
The methodology is divided into 6 main steps and respective sub-steps. For more information, please download the brochure ‘Selling the Company’.
HELVIA Value Added for the Business Owner (1-2)
- we help you identify realistically achievable objectives and the best business (SME) or property sale strategy
- we organise the disposal project and prepare the information material (Pitch Book) to be transmitted to potential buyers
- we value the object for sale by explaining its current and potential value and possible synergies for the potential Buyers
- we present the object for sale according to the international valuation and bankability standards required by potential Buyers
- we provide you with a pricing strategy and clear economic recommendations on how to proceed throughout the negotiation process
- we search for and confidentially contact potential Buyers, nationally and globally, on behalf of the trust company HELVIA
HELVIA added value for the Business Owner(2-2)
- we solicit buying interest from potential Buyers, bringing the credibility and expertise of HELVIA’s professionals to bear
- we present the company (SME) or property for sale to the network of potential Buyers of the ProINVESTO Deal Club
- we organise meetings and working agendas between the parties, facilitate relations and information exchanges, also in foreign languages
- we guide and assist you in the conduct of negotiations and in the negotiation and evaluation of purchase offers received
- we assist you in the due diligence phase by discussing various issues with the Potential Buyer and its trusted advisors
- we optimise the chances of success and finalise the sale, enabling you to achieve the best possible results
How to contact us
For more information or to request the sending of HELVIA’s Exclusive Letter of Assignment (Sell-side), please contact the HELVIA Secretariat at the following email addresses: info@proinvesto.it or info@helviapartners.com or contact us by phone on 0041 91 630 97 57. We will gladly accompany you in the process of selling your company or property and help you successfully achieve your succession and realisation goals.
