Medicis Partners, fusions et acquisitions - - M&A - Merger and Acquisitions - Corporate Finance - Wine banking - Wine Estate investment - M&A - Fusions-Acquisitions - Banque d'Afffaires - Bordeaux- Boutique M&A - Transmision d'entreprise - Corporate Finance - Fusion Acquisition - Transaction pour la filière vins & spiritueux - Conseil achat vente d'entreprise - Immobilier viticole

Our
missions

Sell Side/Buy Side M&A advisory

Sell side/Buy side & Transmission

• Company’s transmission owned by a family, an industrial or an investment fund through “classic auction process”, LBO or spin-off
• Managing team’s transmission (MBO)
• Managing owner’s retirement (LBO-MBI)
• Wealth pre-operation audit, optimization scenario depending on taxation and reinvestment projects

Minority Sale & Transmission

• Partial sale of the owner’s equity retaining control (OBO)
• Minority shareholder replacement

Capital increase

• Acquisition’s financing or joint-venture’s financing
• Industrial investment financing, business development’s financing
• Rebalancing of the balance sheet following a fund raising

Support for management team

• Strategy and managerial decisions advisory
• Management incentive mechanism advisory

Financing

• External growth, strategic investment financing
• Capital restructuring
• Staple financing

Valuation

• Support for strategic asset disposal decision
• Report prior to capital restructuring operations
• Fairness-Opinion

Wine & Spirits

Medicis Partners, acting on all sectors, has a specific expertise on the « wine and spirits » business

M&A advisory

• Sell side and buy side advisory of high end classified properties, as well as wine merchant sector and related companies

General advisory

• Independant appraisal
• Restructuring
• Strategy and management
• Fund raising