Mergers & acquisitions advice in connection with the introduction of a new shareholder in the capital of a private health institution (fundraising)

Mandate description

Mandate of fundraising advice led to a Private health care establishment in French-speaking Switzerland, as part of the opening of capital to an institutional investor.

This mission aimed to supporting historical shareholders In the structuring and negotiation Of the introduction of a new minority investor, intended for finance the creation of a medical center and to support the growth of the center's activities.

The operation was based on a independent prior assessment, carried out beforehand by a Third-party firm, who served as a technical reference during discussions with potential investors.
The establishment had been valued in a range of 10 to 15 million Swiss francs, consistent with the standards of the Swiss private health market.

Key issues

The main challenges lay in the definition of a balanced participation structure And the preservation of operational control of the medical department, while guaranteeing theattractiveness of the project for the incoming investor.

The work focused in particular on:

• The post-transaction capital modeling and the impact of the fundraiser on governance;
• The preparation of transaction documents (teaser, IM, LP, investment protocol, etc.);
• And the coordination between legal and tax advice In order to secure compliance of the operation.

The fundraising was part of a logic of controlled growth And of diversification of the health care offer, thanks to the establishment of a New generation medical tray.

Approach and results

The team supported the shareholders and management throughout the process: identification of potential investors, organization of preliminary discussions,negotiation of investment terms and final structuring of the transaction.

The work made it possible to finalize the entry of an institutional investor based on a valuation interval of 10 to 15 million Swiss francs, while maintaining the medical governance and identity of the project.

The operation made it possible to finance the creation of the new medical center, reinforcing the reception capacity And the complementarity of services offered by the establishment.