Structure Before Market Outreach.

Our Methodology

Three Phases for M&A and Real Assets –
from Analysis and Partner Engagement to Execution

A Process That Supports Decisions

BAMAT supports complex corporate and real estate situations through three connected phases. We begin with the commercial starting point and the client’s objectives. Partner outreach and transaction negotiations follow on that foundation.

The process makes prerequisites, risks and outstanding decisions visible. It does not inevitably lead to a sale: a well-supported adjustment or a decision not to proceed may also be the right outcome.

Our Three Working Phases

Scope, responsibilities and deliverables are tailored to the specific mandate.

1. Analysis & Structuring

  • Identify the business or use model and value drivers
  • Analyse capital expenditure, operating costs and risks
  • Review ownership, contractual and project structures with specialists

2. Partners & Capital

  • Select suitable buyers, operators, joint-venture partners or capital providers
  • Prepare the financial model, scenarios and decision materials
  • Align interests, financing and key commercial terms

3. Negotiation & Execution

  • Coordinate the data room, due diligence and information flows
  • Negotiate the commercial rationale and completion conditions
  • Support signing, completion and agreed handover steps

Responsibilities and Deliverables Remain Transparent

BAMAT brings strategic and commercial workstreams together. Lawyers, tax advisers, technical specialists and financing partners perform their respective specialist tasks. Clear documentation supports the client’s decisions.

Typical deliverables include a prioritised action plan, a credible financial model, agreed partner profiles and a structured negotiation basis. Where required, we support agreed start-up and transition stages after completion.

Identify the Right Starting Point

Describe your situation and objectives. Together, we establish the appropriate phase and the information needed to support the first decision.

Confidential documents are exchanged once the appropriate arrangements have been agreed.

BAMAT Swiss Marketing