Advisory
Services
Assess, decide, execute. The decisions your bank will not take for you.
End-to-end advisory for complex transactions and structures
Capital raising, cross-border structuring, IFRS financial statements, succession planning: our advisory practice brings legal, financial and operational expertise together through one point of entry, independent of any bank.
"Complex decisions require clarity and conviction. Our role is not simply to provide analysis, but to stand alongside our clients through the full arc of a transaction or restructuring, from the first strategic question to the final execution detail."
Four advisory disciplines
Capabilities under one roof, where families usually have to appoint three firms and coordinate them themselves.
Corporate Finance
Strategic and financial advisory for companies and entrepreneurs navigating capital markets, acquisitions, or transformational events. We bring investment banking expertise to clients who demand independent, unconflicted advice.
- Capital raising advisory across equity and debt instruments
- Financial modeling and valuation for transactions and strategic decisions
- Mergers and acquisitions support from origination through closing
- Business plan development and financial strategy
- Investor relations and presentation preparation
Transaction Structuring
Designing optimal legal and financial frameworks for complex transactions. We bring deep structuring expertise to ensure transactions are executed efficiently, compliantly, and with the right vehicle for each situation.
- Optimal deal frameworks for cross-border transactions
- Due diligence coordination and management
- Special Purpose Vehicle design and implementation
- Cross-border investment vehicle structuring
- Co-investment and joint venture documentation coordination
Accounting Services
Professional accounting and reporting services for holding companies, investment vehicles, and family structures. We provide the financial rigor that underpins sound governance and transparent reporting.
- IFRS financial statement preparation and review
- Bookkeeping and management accounts for holding structures
- Audit coordination with leading international audit firms
- Regulatory reporting and filing coordination
- Consolidated financial reporting across multiple entities
Legal Advisory
Coordination of legal expertise across jurisdictions, ensuring that your wealth structures and transactions are legally sound, tax-efficient, and aligned with your long-term objectives.
- Tax-efficient holding and ownership frameworks
- Cross-border regulatory compliance management
- Succession and estate planning coordination
- Trust and foundation structuring advisory
- Family governance documentation and constitution drafting
Every complex situation has a clear path forward
Transaction, restructuring, cross-border issue: we assess the file, weigh the options and run the execution. That is merchant bank capability, without the inertia.
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