alderton | rowe

A stock exchange platform is about to change hands

When an acquisition offer comes to the table

Client Challenge

The client, based in Switzerland, received an offer to be bought out by a large financial institution from China. They needed to determine the value of the company to prepare a reasonable counter-offer.

Our Solution

We reviewed all financial documents, including Balance Sheets, Cash Flow statements, Income Statements, and reviewed industry standards and formulas for valuating this type of company. We presented our result to the client. The client then brought us on to assist with developing the presentation deck for the meeting with the bank, which we completed within a week.

CLIENT

Securities
Industry

OUR SERVICES

Consulting

Valuation

Funding

Assistance

Impact

The client presented the counter-offer to the buyer. The buyer is now in process of conducting due diligence and will announce our client of a decision within the next quarter.