IPO Advisory

As a market leading corporate finance adviser, Alantra adds significant value by providing independent advice, actively supporting the preparation and project management, and creating transparency along the IPO process.

Comprehensive support from early-stage preparation to completion:

• Assessment of IPO general readiness, feasibility, optimal timing (incl. necessary adjustments, roadmap), optimal post-IPO capital structure and dividend policy
• Evaluation of expected public market valuation
• Advisory for selection of complementary service providers (Accountant, ECM bank(s), Legal advisor, IR/PR provider, etc.)
• Negotiation support at every step in the IPO process
• Refinement of equity story and positioning
• Project management throughout IPO process (due diligence, transaction documents, investor marketing, independent deal research, coordination of service providers and work streams, etc.)
• Optimization of transaction structure, pricing, and allocation

Following a successful IPO, Alantra remains a trusted advisor for M&A as well as equity and debt financings. 

Fast-growing SMEs, mature SMEs, large corporations

All

ALANTRA is a truly independent, leading, and experienced international corporate finance advisor for the mid-market with an established track record of over 1,200 successfully closed transactions since 2013, including M&A, equity capital markets and debt advisory. With over 20 offices worldwide, ALANTRA offers a global understanding of industry sectors combined with strong local relationships with companies, investors, entrepreneur, and financing institutions.
www.alantra.com

Alantra provides a wide range of investment banking services for mid-market companies, including M&A, equity and debt advisory. It leverages its extensive experience to provide early-stage advice to ensure the company is optimally prepared and deliver best-in-class execution to de-risk the transaction, maximize valuation and optimize costs.

• Experienced independent IPO advisor with an extensive network in capital markets and access to relevant banks, legal counsels, accountants and PR advisors
• Talented and highly experienced global team of around 300 professionals across 20 countries with in-depth sector insights and expertise

Awards/recognitions:

• European Corporate Finance House of the Year 2019 by The Private Equity Awards
• M&A Firm of the year 2017 in Switzerland by MergerMarket

Over 130 corporate finance transactions in the mid-market in Switzerland since 1998

• DocMorris, Convertible Bond, CHF 200m (April 2024)
• MCH Group, Capital Increase, CHF 105m (December 2020)
• Ina Invest, IPO, CHF 116m (June 2020)
• Stadler Rail, IPO, CHF1.5bn (April 2019)

• Michael Maag, Managing Partner, und Martin Gamperl, Partner

     +41 445 525 050

Planning and executing IPOs for all companies (incl. SPACs):

• Assessment of IPO readiness (incl. necessary adjustments and roadmap)
• Assessment of IPO feasibility (investor pre-sounding, early-look meetings, non-deal roadshows, group events)
• Market valuation and evaluation of expected public market valuation
• Refinement of equity story and positioning
• Project management of offering process (due diligence, transaction documents, independent deal research, coordination of service providers, etc.)
• Optimization of transaction structure, pricing, and allocation

Additionally, Deloitte offers the following services:

• Restructuring services (e.g. carve out, combining financial statements)
• Assistance with GAAP conversions
• Assistance with working capital and liquidity modelling, support in developing and documenting accounting policies (incl. technical support)
• Support for dual-track (IPO and trade sale) and M&A (both process and preparation of deal documentation like VDD reports).

After a successful IPO, Deloitte also offers a range of Post-IPO services:

• Assistance with external reporting
• On-call accounting services
• Insight into the implications of a new accounting standard
• Monitoring sufficiency of resources and deploying resources as needed
• Continued support with Internal controls
• Training and change management

All the above services are offered in-house. Should any additional service be required, we partner with reputable third parties to support you. For more details, visit our webpage IPO services.

Fast-growing SMEs, mature SMEs, large corporations, SPACs

All

Deloitte is a leading accounting and advisory company in Switzerland and provides industry-specific services in the areas of Audit & Assurance, Consulting, Financial Advisory, Risk Advisory and Tax & Legal. With around 2,200 employees at six locations in Basel, Berne, Geneva, Lausanne, Lugano and Zurich (headquarters), Deloitte serves companies and institutions of all legal forms and sizes in all industry sectors.

• Maturity. Deloitte has been serving clients in Swiss market for more than 60 years
• Growth. Deloitte has been the fastest growing of the Big Four for the past 10 years by revenue, with 45% growth during the past 3 years
• Market share. #1 professional services organization in the market, serving 95% of the companies in the SMI index in FY21
• Multidisciplinary teams.  Deloitte draws on subject matter experts from various service lines who have extensive understanding of the procedural challenges facing a company when it decides to go down the IPO journey. The combination of subject matter experts and capital markets experience and global reach ensures that Deloitte can assist a wide range of companies in the IPO process.
• Scalability. Deloitte scales and customizes its services for every client individually. Large, middle market, or a start-up. Deloitte has the right approach and effort for everyone. 

• International corporation headquartered in Switzerland, specializing in the design, production, and distribution of innovative orthopaedic products, as well as in the development of accompanying surgical techniques. 
• Swiss company focusing on development and industrialization of power switching topology, algorithm, control software and drives based on the most advanced power semiconductor technology for energy conversion.
• International corporation headquartered in Switzerland — technology and market leader in the manufacture and maintenance of turbochargers for diesel and gas engines

• Andreas Bodenmann, Partner, Audit & Assurance,
  abodenmann@deloitte.ch,  +41 58 279 9788
• Viktoriya Lombardo, Director, Audit & Assurance,
  vlombardo@deloitte.ch, +41 58 279 8185

Work with a trusted small team of senior advisors for a successful IPO.

• Assessment of IPO readiness (incl. both recommendations regarding necessary adjustments and development of roadmap to optimize transaction security)
  
• Assessment of IPO feasibility (investor pre-sounding, early-look meetings, non-deal roadshows, group events)
• Evaluation of expected public market valuation based on value drivers
• Advisory for selection of complementary service providers (ECM bank(s), Legal advisor, IR/PR provider, etc.)
• Negotiation support at every step in the IPO process (reach the highest possible transaction security by independent advice)
• Refinement of equity story and positioning (based on the investor’s perspective on the business model)
• Project management of offering process (due diligence, transaction documents, independent deal research, coordination of service providers, etc.)
• Optimization of transaction structure, pricing, and allocation
• IFBC provides its services in-house with a dedicated transactions and capital markets team (investor pre-sounding together with investment bank).

As a leading independent Swiss Corporate Finance and M&A Advisor, IFBC supports clients in private and public M&A transactions, debt transactions and other challenges related to financial management. IFBC also advises companies on Financing, Value-based Management and Expert Opinions as well as on specific Accounting topics. Based on this expertise and many years of experience, IFBC offers independent and comprehensive advice for the realization of a successful IPO.

Learn more 

Fast-growing SMEs, mature SMEs, large corporations

All

IFBC is a leading-edge, independent Swiss financial advisor specialized in Corporate Finance and M&A, with a global partner (Globalscope) for worldwide transactions and a commitment to comprehensive value creation for all stakeholders.

IFBC is “top of mind” with owners, boards of directors and management as well as relevant specialist functions and is in constant dialog with them. We provide top-class advisory services for well-known corporates, international companies, successful entrepreneurs and private equity investors. Our services are always individually tailored to clients needs. We are committed to continuous innovation in order to anticipate change, develop solutions early on and thus offer added value to our clients. IFBC employees are dedicated and ambitious. They have above-average expertise, a high standard of professionalism and treat their fellow humans with respect and openness.

Learn more

Facts & Figures

• Corporate Finance and M&A
• Founded in 1997 (spin-off of the University of Zurich)
•  Around 20 highly qualified professionals
• Fairness opinion provider recognized by the Swiss Takeover Board (Art. 30 para. 6 TOO)
• Member of the international M&A network Globalscope
• Leader in the "Clean Energy Transition" in various sectors

Why IFBC?

• Global Mergers & Acquisitions
• Financial Markets Expertise
• Superior Technical Excellence
• Outstanding Talent
• Leading in Energy
• Leading in Fairness Opinions
• Leading for Court Case Support

Key People:

• Dr. Thomas Vettiger, Member of the Swiss Takeover Board, Member of the Board of Directors of Globalscope, Chairman of the Board of Directors and member of the Audit Committee of Investis AG
• Heinz Karrer, former CEO of the Axpo Group, former Chairman of economiesuisse, member of various Boards of Directors

Learn more

IPOs

• Exclusive Financial Advisor to private equity investor CGS and the other owners of R&S Group on the sale to VT5, a SIX-listed SPAC
• Comprehensive IPO: Investis
• Pre-IPO Advisory: Payroll Plus and Axpo

Fairness Opinions

• Vifor, Valora, Burkhalter, Crealogix, Von Roll, Datacolor, StarragTornos, GAM, Aluflexpack, Novavest

M&A

• Spin-off of the paper business from CPH Chemie + Papier Holding AG
• Sale of the ebeam systems and components business of Comet
• Sale of the Suter Group (Energy) to Heizkurier GmbH, a portfolio company of Nord Holding
• Sale of the majority of shares in the EWA power plant (Energy) by CKW to the canton of Uri
• Sale of Antrimon (Industrials) to the SwissFactory.Group
• Sale of VITARIS (Healthcare) to the Chromos Group
• Acquisition of a majority stake in Braingroup (Technology) by Netcetera
• Sale of the SwissSign Group (Technology) to Swiss Post
• Sale of the Dr. Födisch Group (Industrials), a portfolio company of NORD Holding, to ABB Ltd.
• Sale of a significant minority stake in Lynus (Technology) to the multi-family office Verium AG

Learn more

• Dr. Thomas Vettiger, Co-Founder and Managing Partner, 
• IFBC AG, Riedlistrasse 19, 8006 Zürich, info@ifbc.ch, +41 43 255 14 55

• Assessment of IPO readiness (incl. necessary adjustments and roadmap)
• Assessment of IPO feasibility (investor pre-sounding, early-look meetings, non-deal roadshows, group events)
• Evaluation of expected public market valuation
• Advisory for selection of complementary service providers (IPO readiness-assessment provider, ECM bank(s), Legal advisor, IR/PR provider, etc.)
• Negotiation support at every step in the IPO process
• Refinement of equity story and positioning
• Project management of offering process (due diligence, transaction documents, independent deal research, coordination of service providers, etc.)
• Optimization of transaction structure, pricing, and allocation

Reyl & Cie offers provides the full suite of services in-house.

In addition, Reyl & Cie:        

• Designs a tailored path to go public
• Assists in a potential pre-IPO placement of shares
• Identifies anchor IPO investors
• Assists the issuer in its coordination with stock exchange and listing authorities to meet all listing standards
• Advises on the appropriate listing venue(s), timetable and execution process

Fast-growing SMEs, mature SMEs, large corporations

All, specialized in Industrials, Technology, Media & Telecommunications, Retail, Consumer Goods and Services, Energy & Renewables, Real Estate & Hospitality, Financial Services, Transportation & Infrastructure

Founded in 1973, the REYL Group is a diversified and entrepreneurial banking group with offices in Switzerland (Geneva, Zurich, Lugano), Europe (London, Luxembourg, Malta) and the rest of the world (Singapore, Dubai). In 2020, the REYL Group entered into a strategic partnership with Fideuram - Intesa Sanpaolo Private Banking, a leading European banking player, whereby Fideuram – ISPB acquired a 69% stake in REYL.

The REYL Group manages assets in excess of CHF 19.5 billion (CHF 25 billion including ISPBM) and employs more than 250 professionals.

Developing an innovative approach to banking, REYL serves a clientele of international entrepreneurs and institutional investors on a transversal basis through its Wealth Management, Entrepreneur & Family Office Services, Corporate Advisory & Structuring, Asset Services and Asset Management business lines. 

• Independent and non-conflicted advice: Reyl & Cie offers independent and non-conflicted advice, which makes it uniquely suited to offer a range of advisory and execution services to both public and private companies, as well as financial sponsors across a broad range of industry sectors and geographies
• Relationship driven: Reyl & Cie brings senior commitment to its clients in the fields of (i) Mergers & Acquisitions (ii) Equity Capital Markets Advisory (iii) Private Debt (iv) Restructuring and (v) Private Equity / Club Deals
• Strong industry expertise: The Corporate Advisory & Structuring team of Reyl & Cie has significant experience in multiple industries including Industrials, Technology, Media & Telecommunications, Retail, Consumer Goods and Services, Energy & Renewables, Real Estate & Hospitality, Financial Services, Transportation & Infrastructure 
• Seasoned bankers: Reyl & Cie offers its clients access to a team of senior professionals, who have developed a track record of successful transactions over the course of their careers in bulge brackets investment banks and advisory firms worldwide
• Full Guidance through the equity-raising process: Thanks to the expertise of its members regarding equity transactions across geographies and industries, Reyl & Cie provides professional expertise and advice throughout the equity transactional process 

• Varia US Properties AG, Private Institutional Placement on SIX Swiss Exchange, CHF 40m (November 2020)
• Varia Europe Properties, Capital Increase on BX Swiss, CHF 29m (December 2019)
• Ultima Capital AG, IPO on BX Swiss, CHF 400m (August 2019), Advisor to Ultima

• Xavier Ledru, Head of Corporate Advisory & Structuring,
  xledru@reyl.com, +41 22 816 81 85
• Mickael Gibault, Managing Director,
  mgibault@reyl.com, +41 22 816 81 37