→ Treasury Management

‍Corporate treasury management through risk and maturity budgeting, optimizing liquidity returns.

[Risk Budget] [Maturity] [Treasury]

→ Structuring Complex Financing

‍Arrangement and support for structured financing tailored to the company's specific needs.

[Structured Financing] [LBO] [Senior Debt]

→ External Transactions

‍Support for external growth operations, disposals, mergers, and fundraising.

[M&A] [Disposal] [Fundraising]

→ Family continuity strategy

‍Definition and implementation of a sustainable family succession and governance strategy.

[Succession] [Governance] [Shareholders' agreement]

→ Executive compensation optimization

‍Compensation structuring and managing the executive's personal tax burden.

[Compensation] [Tax optimization] [IS / IR]

→ Personal financing based on enterprise value

‍Access to personal financing backed by the value of professional assets before liquidity.

[Lombard loan] [Pledge] [Enterprise value]

→ Executive provident and insurance

‍Implementation of key person insurance and provident schemes adapted to the executive's status.

[Key person] [Employee Benefits] [Insurance]

→ Employee Savings Plans

‍Setting up profit-sharing schemes, PEE, and PERCO to retain employees and optimize tax efficiency.

[Profit-sharing] [PEE] [PERCO] [Employee Savings]