Our services

Four areas of expertise, two cultures


From finance leadership to deal-making — buy- and sell-side alike.

01

Interim & advisory CFO

Build and run the finance function — bridging a departure, supporting a growth, acquisition or turnaround phase.

  • Building and running the finance function
  • Controlling & FP&A
  • Treasury & financing
  • Reporting & consolidation
  • Tax & legal
  • IS / ERP & internal control
02

M&A — buy & sell-side

Run a transaction end to end, for a buyer or a seller, with the rigour of a chartered accountant and the perspective of a company director.

  • Origination & targeting
  • Valuation
  • Approach & negotiation
  • Due-diligence coordination
  • Documentation (LOI, SPA, warranties)
  • Closing & integration
03

Corporate Finance & funding

Secure and structure project financing, in debt and in equity.

  • Debt fund-raising (bank pool, Bpifrance)
  • Equity fund-raising
  • Structuring (LBO, OBO, build-up)
  • Banking & investor relations
04

Integration & Corporate Development

Turn an acquisition into value and support the group's development.

  • Post-merger integration (PMI)
  • Synergy plans
  • External-growth strategy
  • Group structuring & development

Our M&A method

From preparation to closing


A structured, well-paced process, run buy- and sell-side alike.

Phase 1

Preparation & documentation

Investment thesis, equity story, business plan, teaser and information memorandum, data room.

Phase 2

Marketing

Targeted, confidential competitive process, approaching candidates, indicative offers.

Phase 3

Negotiation & closing

Due diligence, offer optimisation, negotiation of the agreement and warranties, through to closing.

Let's discuss your project

Finance leadership, external growth, fund-raising or a business transmission — let's talk, in full confidence.

olivier.petit@ipsofinance.com