We offer advisory services catering to a comprehensive and multifaceted financial transaction scheme. Our experience, know-how and expertise have given us a leading position in the Greek market, particularly in mergers and acquisitions, and capital market services.
Our client base
Our client base includes companies and organisations in the private and public sector, business groups, private investors and wider investment schemes from Greece and abroad. The industries we are involved in cover a range of activities, such as energy, telecommunications, construction, transport, food, services, etc. We work closely with our customers. Based on their strategy and goals and the market conditions, we propose the best solutions for financing their business growth, benefiting from synergies and economies of scale, and maximising their capital structure. We also advise them on how to ensure long-term sustainability and enhance their business value.Mergers and acquisitions
- Identifying and analysing potential acquisition targets or potential investors and buyers.
- Mapping the strategic and organisational impacts of acquisitions, mergers, split-offs and disinvestments.
- Finding third-party funds to finance acquisitions.
- Providing share for share exchange valuation.
- Offering real estate financial advisory services for making the most of tourist and other properties.
- Coordinating legal and other external advisors, providing negotiation support.
- Providing support until transaction conclusion.
Capital market services
- Initial public offering (IPO) for shares and bonds.
- Assumptions and assumption-related services.
- Secondary public offering (SPO).
- Private placements.
- Public offers.
- Issuance advisory.
- Other advisory services in the context of securities law.
- Collaboration with other financial institutions in Greece and abroad.
Capital raising and restructuring
- Raising capital through strategic investors, venture capital and private equity funds, joint ventures, family offices, high-net-worth individuals, and other financial investors from Greece and abroad.
- Designing new financing tools for credit institutions.
- Issuing complex corporate debt securities, bond loans (straight, convertible) etc.
- Supporting the refinancing of outstanding debts.
Strategic design and corporate restructuring
- Evaluation of current strategy and business operations.
- Internal and external environment analysis.
- SWOT analysis.
- Financial analysis.
- Auditing company organisational structure.
- Identifying potential reasons for non-efficient business operation.
- Designing alternative strategic choices, implementation methodology and control mechanisms.
- Company valuation or valuation of individual business segments, depending on the case.
- Fairness opinion services to Boards of Directors and Board committees in relation to proposed transactions.
Principal capital strategies
- Selective minority investments in companies with distinctive features and strong growth prospects, including, where appropriate, own funds by co-investors.
- Sourcing or raising capital on behalf of companies, in cooperation with third-party investors (family offices, high-net-worth individuals, strategic investors and other financial investors).
- Selective investments in private equity funds in Greece and abroad.
- Management and value optimisation of existing holdings.