Capital Système Investissements assists clients to prepare a forthcoming financial transaction. When we write a business plan, define a valuation or prepare a company for international expansion, we underline our clients' strengths and at the same time work on potential issues that might hinder a future transaction.


Investment Documentation

Writing an investor-grade business plan can be challenging and time consuming, even for those who have done it before. We assist our clients in translating their development plan into a clear set of documents, combining bottom-up quantitative analysis with easy to grasp key messages to secure investors’ interest.

Rather than using cookie-cutter templates we establish a thorough review of the business and its planned development, a financial model and multi-year forecast, a crisp executive summary and a compelling company presentation.

If required the documentation will be compliant with European stock market regulations, including offering memorandum and detailed financial analysis.


Valuation

Corporate transactions often require the computation of fair value as do strategic investment decisions. We help to properly quantify and articulate value for transactions, financing, strategic management purposes and litigation. This includes the valuation of privately held businesses, receivables and loans, intangible assets, royalties and intellectual property.


International Expansion

We assist clients create sustainable growth through successful expansion into international markets including acquisitions, joint ventures, franchise or distribution agreements. More specifically we help European companies in expanding into markets throughout Asia and North America and vice versa.

In that respect we research and analyse the most successful businesses in the target market, contact, screen and rank partners, structure and implement deal strategies, assist with negotiations, conduct due diligence, review agreements and accelerate the finalisation of deals.