Corporate Finance
for consolidated family enterprises

Obtain the best economic and legal conditions
by anticipating the family and patrimonial aspects

Facilitating the initiation of a strategic reflection on future pathways for the sustained continuity and company growth– New technologies and sustainable improvement in the enterprise valuation – Families enterprises transfer – Selling – External growth – Financing of company growth – Debt financing and refinancing.

Corporate Finance
for consolidated family enterprises

Obtain the best economic
and legal conditions
by anticipating the
family and patrimonial
aspects

Facilitating the initiation of a strategic reflection on future pathways for the sustained continuity and company growth– New technologies and sustainable improvement in the enterprise valuation – Families enterprises transfer – Selling – External growth – Financing of company growth – Debt financing and refinancing.

OPERATIONAL LEADERSHIP IN CORPORATE FINANCE

We are an independent strategic advisory firm with expertise in Corporate Finance for consolidated family companies and groups.

Paris

Drawing on over two decades of expertise in Corporate Finance, we personally engage in your project, crafting the optimal transaction for you and your company at the opportune moment.

Throughout the entire process, you will have a Médicis Capital partner who will steer the progress of your transaction with a clear focus and strict commitment to achieving the objectives set.

From the perspective of a global multi-sector vision, we meticulously plan, prepare and organise each transaction in detail and in perfect harmony with the company’s regular advisors.

We are accustomed to carrying out cross-border transactions between several European countries (mainly France, Spain, Switzerland, Belgium, Portugal, Germany and Italy), to which we bring our insight of social, tax, legal and cultural differences.

Philosophy and Values

OPERATIONAL LEADERSHIP IN CORPORATE FINANCE

We are an independent strategic advisory firm with expertise in Corporate Finance for consolidated family companies and groups.

Paris

Drawing on over two decades of expertise in Corporate Finance, we personally engage in your project, crafting the optimal transaction for you and your company at the opportune moment.

Throughout the entire process, you will have a Médicis Capital partner who will steer the progress of your transaction with a clear focus and strict commitment to achieving the objectives set.

From the perspective of a global multi-sector vision, we meticulously plan, prepare and organise each transaction in detail and in perfect harmony with the company’s regular advisors.

We are accustomed to carrying out cross-border transactions between several European countries (mainly France, Spain, Switzerland, Belgium, Portugal, Germany and Italy), to which we bring our insight of social, tax, legal and cultural differences.

Philosophy and Values

Lyon

SERVICES

  • Accompaniment in the opening of a reflection on the future options for the continuity and/or development of the company
  • Strategically leveraging New Technologies for sustainable enterprise valuation enhancement
  • Family Buyout (FBO)
  • Selling to a strategic buyer
  • External growth (acquisition of companies, joint – ventures, strategic alliances, …)
  • Financing enterprise growth (LBO, development capital)
  • Raising and refinancing bank and private «Equity investment»
Lyon

SERVICES

  • Accompaniment in the opening of a reflection on the future options for the continuity and/or development of the company
  • Strategically leveraging New Technologies for sustainable enterprise valuation enhancement
  • Family Buyout (FBO)
  • Selling to a strategic buyer
  • External growth (acquisition of companies, joint – ventures, strategic alliances, …)
  • Financing enterprise growth (LBO, development capital)
  • Raising and refinancing bank and private «Equity investment»

BUSINESS SECTORS

Healthcare

Technology

B2B Services

Agri-food

Environment

Internet / E-Commerce

Industry

BUSINESS SECTORS

Brussels

Regarding the Company’s Future

  • Analysis of company’s legal structure
  • Analysis of company’s KPIs
  • Analysis of company’s current situation (market, valuation, family, legal, etc.)
  • Analysis of future options and suggestions for the short, medium and long term
  • Confidential support for any decisions and actions to be taken
Brussels

Regarding the Company’s Future

  • Analysis of company’s legal structure
  • Analysis of company’s KPIs
  • Analysis of company’s current situation (market, valuation, family, legal, etc.)
  • Analysis of future options and suggestions for the short, medium and long term
  • Confidential support for any decisions and actions to be taken

Regarding strategic use of new technologies

  • Contributing to a sustainable increase in the company’s value through the strategic use of New Technologies, such as:

    – Information Technology and Artificial Intelligence (AI)
    – Electronic and Communication Technologies
    – Energy and Environmental Technologies
    – Logistics (transport, warehousing) and Mobility Technologies.

  • Helping to achieve measurable results in the short term, in all operational areas of the company, without the need for restructuring:

    – Significantly reduce direct and indirect costs, by improving the efficiency of operations (zero-based methodology, automation techniques, etc.).
    – Improve competitiveness by micro-segmenting the market into traditional and new channels.
    – Respond effectively to corporate social responsibility obligations and commitments (carbon footprint impact, energy efficiency, diversity and inclusion, etc.).

Lisbon
Lisbon

Regarding strategic use of new technologies

  • Contributing to a sustainable increase in the company’s value through the strategic use of New Technologies, such as:

    – Information Technology and Artificial Intelligence (AI)
    – Electronic and Communication Technologies
    – Energy and Environmental Technologies
    – Logistics (transport, warehousing) and Mobility Technologies.

  • Helping to achieve measurable results in the short term, in all operational areas of the company, without the need for restructuring:

    – Significantly reduce direct and indirect costs, by improving the efficiency of operations (zero-based methodology, automation techniques, etc.).
    – Improve competitiveness by micro-segmenting the market into traditional and new channels.
    – Respond effectively to corporate social responsibility obligations and commitments (carbon footprint impact, energy efficiency, diversity and inclusion, etc.).

Frankfurt

Regarding the family Buyout (FBO)

  • Clarification of the business owner’s and children’s objectives
  • Assessment of family, legal, financial and asset-related aspects
  • Participation in defining the transmission strategy
  • Search for a viable majority or unanimous solution
  • Implementing the transmission strategy (overall legal organisation, seeking equity and/or debt financing, …)
  • Ensure the continuity and development of the activity post-transmission
Frankfurt

Regarding the family Buyout (FBO)

  • Clarification of the business owner’s and children’s objectives
  • Assessment of family, legal, financial and asset-related aspects
  • Participation in defining the transmission strategy
  • Search for a viable majority or unanimous solution
  • Implementing the transmission strategy (overall legal organisation, seeking equity and/or debt financing, …)
  • Ensure the continuity and development of the activity post-transmission

Regarding the Seller’s

  • Identify and highlight the key elements of the company
  • Maximise the value of the company
  • Check the quality, form and relevance of the information transmitted
  • Ensuring that all parties involved respect the pace of the process
  • Negotiate and obtain the best contractual terms and conditions (LOI, shareholders’ agreement, asset and liability guarantees)
  • Ensure the continuity and development of the business activity after the transfer post-transmission
  • Anticipate the patrimonial aspects
Barcelona
Barcelona

Regarding the Seller’s

  • Identify and highlight the key elements of the company
  • Maximise the value of the company
  • Check the quality, form and relevance of the information transmitted
  • Ensuring that all parties involved respect the pace of the process
  • Negotiate and obtain the best contractual terms and conditions (LOI, shareholders’ agreement, asset and liability guarantees)
  • Ensure the continuity and development of the business activity after the transfer post-transmission
  • Anticipate the patrimonial aspects
Madrid

Regarding external growth (company acquisitions, joint-ventures, strategic alliances, …)

  • Understanding the company’s External Growth Policy
  • Participation in defining the profile of target companies
  • Identification, qualification and monitoring all target companies
  • Verification of the reason and motivation of the potential seller, the business model and the expected valuation
  • Presentation, analysis and valuation of the most interesting companies, and proposal of negotiation strategies
  • Structuring the deal and drafting of the acquisition proposal
  • Development and negotiation the main terms of the LOI
  • Supervision, coordination and negotiation of the transaction
  • Negotiation and obtaining financing for the acquisition
  • Support throughout the entire acquisition process, including audits and post-acquisition follow-up
Madrid

Regarding external growth (company acquisitions, joint-ventures, strategic alliances, …)

  • Understanding the company’s External Growth Policy
  • Participation in defining the profile of target companies
  • Identification, qualification and monitoring all target companies
  • Verification of the reason and motivation of the potential seller, the business model and the expected valuation
  • Presentation, analysis and valuation of the most interesting companies, and proposal of negotiation strategies
  • Structuring the deal and drafting of the acquisition proposal
  • Development and negotiation the main terms of the LOI
  • Supervision, coordination and negotiation of the transaction
  • Negotiation and obtaining financing for the acquisition
  • Support throughout the entire acquisition process, including audits and post-acquisition follow-up

Regarding company growth financing (LBO, expansion capital)

  • Definition of the company’s development objectives
  • Assessment of family, legal, financial and asset-related aspects
  • Participation in defining the strategy for accelerating growth
  • Updating the company with new technologies
  • External growth, development of new production units, internationalisation, franchising, …
  • Financing methods: fund-raising, bank financing, mezzanine debt, private debt, …
  • Support and monitoring of the implemented strategy
Geneva
Geneva

Regarding company growth financing (LBO, expansion capital)

  • Definition of the company’s development objectives
  • Assessment of family, legal, financial and asset-related aspects
  • Participation in defining the strategy for accelerating growth
  • Updating the company with new technologies
  • External growth, development of new production units, internationalisation, franchising, …
  • Financing methods: fund-raising, bank financing, mezzanine debt, private debt, …
  • Support and monitoring of the implemented strategy
Milan

Regarding raising and/or refinancing bank and private “Equity investment”

  • Definition of the company’s financing or refinancing objectives
  • Assessment of family, legal, financial and asset-related aspects
  • Preparation of all documentation for raising or refinancing debt
  • Consultation and competitive bidding with banks and/or investment funds
  • Negotiation of documentation
  • Legal monitoring of the financing process
Milan

Regarding raising and/or refinancing bank and private “Equity investment”

  • Definition of the company’s financing or refinancing objectives
  • Assessment of family, legal, financial and asset-related aspects
  • Preparation of all documentation for raising or refinancing debt
  • Consultation and competitive bidding with banks and/or investment funds
  • Negotiation of documentation
  • Legal monitoring of the financing process

TEAM

José González

José González
Managing Partner

Sciences Po and Master’s degree in Economics
DESS in Market Finance (Paris Dauphine)
DEA in Art History (Santiago de Compostela)

With a strong entrepreneurial culture and extensive experience in mergers and acquisitions in France and Spain, he specialises in supporting entrepreneurs and family groups. He has a real appetite for technology and high-growth companies.

Stéphane Lebeau

Stéphane Lebeau
Managing Partner

Master’s degree in Business Law (Paris XII)
BTS in Commercial Management and Distribution (Idrac – Paris)

With 35 years’ experience, Stéphane Lebeau is a specialist in BtoB commercial development, set-ups and mergers and acquisitions in France, Spain and Morocco. He works with multinationals, financial and industrial groups and family businesses
Ex – Ambassador in Spain of the Club des Dirigeants du Maroc (CDD).

Default

Michel Brillat
Partner

Former Director of private management at CGP PME Entrepreneurs and UFF (Groupe Aviva), Professor of taxation at the University of Grenoble and author of several books on wealth management.

With more than 40 years of experience, he is an expert on the tax issues involved in the transfer and disposal of companies. He assists company managers in optimising corporate finance operations.

Pablo Caballero Ufarte
Partner

International expert in operational strategy and technological transformation of companies

He was formerly responsible for Value Chain Innovation and new business development at the global technology consulting firm Accenture, graduated as an Industrial Engineer from Universitat Politècnica de Catalunya and holds a PDD from IESE. Author of the book “Strategy is Digital: How Companies Can Use Big Data in the Value Chain”.
He specialises in developing and implementing practical and customised strategies for each company, combining the human factor with technology, across Europe, the United States, and China.

Hans Teuscher
Partner

Expert in harvesting value from digital strategy

Hans Teuscher, MBA from IESE, is a seasoned leader with a background in global technology consulting and a successful tenure as Managing Director of an industrial manufacturer. Having also served as CFO, he possesses extensive financial acumen. With experience across Europe, Hans provides a broad perspective on business strategy, particularly on obtaining economic value from digital initiatives.

Alessandro Bellia
Partner Italia

Degree in Economics and Commerce. Università Cattolica del Sacro Cuore (Milan).

Combining his experience as an operational consultant to SMEs with his investment activities via closed-end funds and club deals, he supports companies in setting up operations or carrying out mergers and acquisitions in Italy.

Mehdi Alaoui
Partner

International financial expert with a strong entrepreneurial spirit focused on business development and experience in mergers, acquisitions, post-acquisitions and restructuring.

He has extensive experience in multinational environments, emerging markets and business environments with international expansion. Highly results-oriented, continuous improvement and decision making.
For the last 10 years, he has been supporting and advising SMEs in their strategy and development in France, Spain, Morocco and internationally.

Grégory Palayer

Grégory Palayer
Expert in digital economy

ENSERG Engineer (Electronics)
MBA Management EM Lyon

A specialist in digital transformation (OL, EM Lyon), he set up, developed and sold his own web marketing agency. With a strong entrepreneurial culture, he founded the Lyon-based association “Cuisine du Web”, which brings together players in the web industry. He brings his knowledge of the Internet world and his experience of new business models.

José Manuel Báez
Expert in technology and innovation

Telecommunications engineer (Polytechnic University of Barcelona), Master in Project Management (Polytechnic University of Madrid), former Spanish representative at ESA, former Aerospace Director at CDTI and former Programme Director at FECYT. Currently programme manager of the Civil UAVs initiative of the Xunta de Galicia. Member of the Innovative Companies Forum (FEI).

A specialist in technology analysis and innovation, he has extensive experience in both the private and public sectors.

TEAM

José González

José González
Managing Partner

Sciences Po and Master’s degree in Economics
DESS in Market Finance (Paris Dauphine)
DEA in Art History (Santiago de Compostela)

With a strong entrepreneurial culture and extensive experience in mergers and acquisitions in France and Spain, he specialises in supporting entrepreneurs and family groups. He has a real appetite for technology and high-growth companies.

Stéphane Lebeau

Stéphane Lebeau
Managing Partner

Master’s degree in Business Law (Paris XII)
BTS in Commercial Management and Distribution (Idrac – Paris)

With 35 years’ experience, Stéphane Lebeau is a specialist in BtoB commercial development, set-ups and mergers and acquisitions in France, Spain and Morocco. He works with multinationals, financial and industrial groups and family businesses.
Ex – Ambassador in Spain of the Club des Dirigeants du Maroc (CDD).

Default

Michel Brillat
Socio

Former Director of private management at CGP PME Entrepreneurs and UFF (Groupe Aviva), Professor of taxation at the University of Grenoble and author of several books on wealth management.

With more than 40 years of experience, he is an expert on the tax issues involved in the transfer and disposal of companies. He assists company managers in optimising corporate finance operations.

Pablo Caballero Ufarte
Partner

International expert in operational strategy and technological transformation of companies

He was formerly responsible for Value Chain Innovation and new business development at the global technology consulting firm Accenture, graduated as an Industrial Engineer from Universitat Politècnica de Catalunya and holds a PDD from IESE. Author of the book “Strategy is Digital: How Companies Can Use Big Data in the Value Chain”.
He specialises in developing and implementing practical and customised strategies for each company, combining the human factor with technology, across Europe, the United States, and China.

Pablo Caballero Ufarte
Partner

Expert in harvesting value from digital strategy

Hans Teuscher, MBA from IESE, is a seasoned leader with a background in global technology consulting and a successful tenure as Managing Director of an industrial manufacturer. Having also served as CFO, he possesses extensive financial acumen. With experience across Europe, Hans provides a broad perspective on business strategy, particularly on obtaining economic value from digital initiatives.

Alessandro Bellia
Partner Italia

Degree in Economics and Commerce. Università Cattolica del Sacro Cuore (Milan).

Combining his experience as an operational consultant to SMEs with his investment activities via closed-end funds and club deals, he supports companies in setting up operations or carrying out mergers and acquisitions in Italy.

Mehdi Alaoui
Partner

International financial expert with a strong entrepreneurial spirit focused on business development and experience in mergers, acquisitions, post-acquisitions and restructuring.

He has extensive experience in multinational environments, emerging markets and business environments with international expansion. Highly results-oriented, continuous improvement and decision making.
For the last 10 years, he has been supporting and advising SMEs in their strategy and development in France, Spain, Morocco and internationally.

Grégory Palayer

Grégory Palayer
Expert in digital economy

ENSERG Engineer (Electronics)
MBA Management EM Lyon

A specialist in digital transformation (OL, EM Lyon), he set up, developed and sold his own web marketing agency. With a strong entrepreneurial culture, he founded the Lyon-based association “Cuisine du Web”, which brings together players in the web industry. He brings his knowledge of the Internet world and his experience of new business models.

José Manuel Báez
Expert in technology and innovation

Telecommunications engineer (Polytechnic University of Barcelona), Master in Project Management (Polytechnic University of Madrid), former Spanish representative at ESA, former Aerospace Director at CDTI and former Programme Director at FECYT. Currently programme manager of the Civil UAVs initiative of the Xunta de Galicia. Member of the Innovative Companies Forum (FEI).

A specialist in technology analysis and innovation, he has extensive experience in both the private and public sectors.

CLIENTES

ABBD
Aldesa
Alliance
Backup
CBA
CLF Satrem
Epack
Fain
Groupe Gorge
Ilex
JPV
Groupe Omerin
Inelia
Paidotribo
Photoweb
Reseau Sante
RSB
Robodrill
SBGC
Sergesa
Severini
Soluciones Vegetales
Statice
Vinci

CLIENTES

TE INVITAMOS A CONTACTAR CON NOSOTROS

    The data you provide is intended for Médicis Capital, the data controller, to enable it to process your request and, if you wish, to send you newsletters, invitations to events and other communications of this type. You may exercise your rights, in particular your rights of access, rectification and opposition, by sending an e-mail to info@mediciscapital.com. For further information, please consult our privacy policy..

    TE INVITAMOS A CONTACTAR CON NOSOTROS

      The data you provide is intended for Médicis Capital, the data controller, to enable it to process your request and, if you wish, to send you newsletters, invitations to events and other communications of this type. You may exercise your rights, in particular your rights of access, rectification and opposition, by sending an e-mail to info@mediciscapital.com. For further information, please consult our privacy policy..