Case Studies
Selected engagements across sectors
SMEs and startups
Premium Catering Business Profitability Turnaround
Conducted complete financial diagnostic for multi–generational event catering business in Southern France. Redesigned cost accounting systems, renegotiated supplier terms, and implemented margin optimization across service lines. EBITDA improved from 8% to 22% within 12 months while maintaining premium positioning and family ownership.
Landscaping Firm Working Capital Optimization
Restructured financial operations for specialized landscaping company experiencing seasonal cash constraints. Implemented project–based accounting, secured seasonal credit facility, and optimized payment terms with suppliers. Cash conversion cycle reduced by 45 days, enabling capacity expansion from 15 to 35 concurrent projects without external equity.
Industrial & Construction
Industrial Technology Carve–Out
Led €2.8bn carve–out of industrial automation division from European conglomerate. Managed 18–month separation process including TSA negotiation, stranded cost allocation, and standalone capital structure design. Division sold to consortium of infrastructure funds with management co–investment.
Regional Construction Firm Succession
Led financial planning for third–generation construction company managing founder succession and modernization. Restructured balance sheet, negotiated bank covenant relief, and designed phased ownership transition framework. Positioned 50–year–old firm for next–generation leadership while maintaining operational continuity and securing €1.2M growth facility.
Technology & Digital
Series E Technology Platform
Advised global technology platform on $350M Series E financing alongside leading growth equity fund. Structured transaction with institutional discipline: investor targeting, term sheet negotiation, and closing coordination. Secured favorable governance terms and maintained founder control.
Semiconductor Series A Financing
Structured Series A financing for European deep–tech semiconductor company. Built institutional–grade financial model, prepared investor materials, and coordinated roadshow with European VC firms. Secured €30M at favorable valuation with strategic investors.
Aerospace Pre–Series C Convertible
Structured $200M pre–Series C convertible note for US aerospace technology company. Negotiated conversion mechanics, valuation cap, and investor rights with growth equity fund. Bridge financing extended runway 18 months ahead of Series C institutional round.
Cross–Border Fintech Acquisition
Executed €450M acquisition of European payment processor by US strategic buyer. Managed full sell–side process including regulatory approvals across 12 jurisdictions, data room management, and competitive auction. Deal structured as cash–and–stock transaction with earn–out provisions tied to customer retention metrics.
Consumer Brand Growth Financing
Structured $85M Series B for direct–to–consumer lifestyle brand achieving 200% YoY growth. Led investor syndication process across US and European VCs, negotiated liquidation preferences, and designed milestone–based tranching. Valuation increased 3.5x from Series A with improved governance terms.
Software SaaS Secondary Transaction
Orchestrated €150M secondary share sale for B2B SaaS company employees and early angels. Coordinated complex multi–seller process with 47 individual shareholders, structured ROFR negotiations, and managed tax optimization across 8 jurisdictions. Transaction provided early liquidity while maintaining cap table stability.
PropTech Series D Extension
Executed $180M Series D extension for commercial real estate technology platform expanding across Europe. Managed pre–emptive process with existing investors plus selective new capital from sovereign wealth funds. Valuation maintained despite market turbulence through strategic positioning and competitive dynamics.
Digital Agency Multi–Site Expansion
Advised Parisian technology services firm on financial restructuring during rapid multi–office expansion. Implemented institutional cash management systems, optimized inter–entity treasury flows, and structured vendor financing arrangements. Revenue scaled from €2.5M to €8M with improved working capital efficiency and 18–month runway extension.
Energy & Infrastructure
European Energy Infrastructure Divestment
Advised multinational construction group on divestment of non–core Energy services division to European infrastructure leader. Led buy–side diligence, valuation analysis, and transaction structuring. Executed €5bn carve–out with complex separation agreements.
European Renewable Energy Investment
Advised UK institutional fund on acquisition of minority stake in operating German wind farm portfolio. Conducted technical and financial diligence, structured shareholder agreements, and negotiated governance rights. €1.5bn transaction with 8–year holding period.
Energy Transition Infrastructure
Advised on €1.2bn project financing for offshore wind development in Northern Europe. Structured non–recourse debt facility with international bank syndicate, negotiated government subsidy mechanisms, and coordinated environmental permitting. Project reached financial close 14 months ahead of initial timeline.
Healthcare & Life Sciences
Healthcare Services Recapitalization
Advised on €320M leveraged recapitalization of Swiss healthcare services platform. Structured complex capital stack including senior secured, mezzanine, and equity tranches. Transaction enabled partial founder liquidity while positioning business for pan–European expansion with new PE sponsor.
Biotech Royalty Financing
Structured €95M royalty–backed financing for Swiss biotech company with approved therapy. Negotiated complex royalty waterfall with specialty lenders, maintained equity upside for founders, and structured clinical milestone payments. Non–dilutive capital enabled US market expansion without traditional equity financing.
Real Estate
US Commercial Real Estate Acquisition
Partnered with European family office on acquisition of institutional–grade office building in California market. Structured purchase including debt financing, tax optimization, and asset management framework. Transaction completed within 90–day exclusivity window.
Real Estate Portfolio Transformation
Led complete financial restructuring and growth strategy for hospitality real estate portfolio. Implemented institutional reporting frameworks, optimized capital structure, and executed asset repositioning. Revenue scaled from €200K to €500K with improved cash efficiency.
Consumer & Retail
Quick–Commerce Series C Round
Partnered with infrastructure investor on participation in Series C round of European quick–commerce platform. Analyzed unit economics, competitive positioning, and market expansion strategy. $300M investment at $1bn post–money valuation.