Making Value Visible
In a company sale, the numbers matter. Yet the purchase price also depends on the future a buyer sees in the business: its market position, growth potential, strategic value and manageable risks.
BAMAT combines strategic marketing with transaction advisory. We identify what makes a business particularly valuable to the right buyer – and ensure that its positioning stands up to rigorous scrutiny.
Our work begins before a sale process becomes visible. We prepare owners and businesses, develop the investment case for buyers and guide the process from the first confidential approach through to completion.
We connect commercial preparation, the selection of suitable partners and transaction execution. Each phase establishes the foundation for the next.
Analyse the business model, market position and value drivers. Identify risks and information gaps. Develop a credible case for buyers and capital providers.
Select and discreetly approach strategic buyers, investors or joint-venture partners. Align interests, expectations and key commercial terms.
Coordinate negotiations and due diligence. Refine the commercial rationale of the agreements and work with legal and tax advisers towards completion.
We provide commercial and strategic coordination. Together with owners, management and specialist advisers, we bring the individual workstreams into a coherent transaction process.
We develop and negotiate the commercial foundations of the agreements: obligations, consideration, conditions and risk allocation.
The appointed lawyers handle legal drafting; the relevant tax advisers address tax matters.
We keep all parties focused on a workable overall solution – through signing and completion.
Our M&A work began with the preparation and support of shopping-centre sales. Through targeted marketing, we sharpened the assets’ positioning and made their potential clearer to prospective investors. This strengthened the sellers’ case on price.
We subsequently prepared client businesses for sales to well-known industrial and financial-market participants. Over many years, we worked closely with Lazard in Frankfurt and helped bring joint-venture partners together.
This experience continues to shape our approach: we understand both the commercial substance and the buyer’s perception. We align interests and develop agreements whose commercial rationale is then translated into legal documentation by specialist lawyers.
Our benchmark is the outcome for our client. In a sell-side mandate, we work towards compelling positioning, sound terms and a well-supported price.
Many decisive steps happen behind the scenes: thorough preparation, a confidential conversation, resolving a conflict of interests or shaping the commercial structure of an agreement.
For us, discretion means targeted outreach and a controlled flow of information. Businesses, transaction details and the parties involved are handled in accordance with the agreed confidentiality arrangements.
We work with business owners, entrepreneurs and shareholders who want to prepare a sale, an equity investment or a joint venture carefully.
Are you considering a company sale, looking for a strategic partner or planning to structure a joint venture? Together, we assess your starting point, objectives and the most useful next steps.
For an initial conversation, your sector, an approximate size and a brief outline of your plans are sufficient. We exchange confidential company documents once arrangements have been agreed and, where appropriate, under a non-disclosure agreement.
Swiss Advisory for Strategic Transactions & Complex Real Assets