Capital transactions
Opening or reorganising capital calls for a joint view of valuation, governance and ownership horizons. A sound structure also makes rights, responsibilities and expectations clear to the parties involved.
PERCY & CO. / SWISS SINGLE FAMILY OFFICE
Corporate Finance
Giving structure to decisions that transform a business.
DISCIPLINE · DISCRETION · CONTINUITY
01 / PERCY & CO.
Every stage in a company’s life involves capital, people and ownership. PERCY & CO.’s Corporate Finance division connects entrepreneurial vision with financial discipline. Its starting point is the purpose of a transaction: strengthening a business, supporting growth or preparing a new phase of ownership.
Areas of attention
- Capital transactions
- Acquisitions and disposals
- Financing development
Acquisitions and disposals
An acquisition or disposal changes a company’s scope. Understanding the industrial rationale, examining information and assessing the implications for family wealth helps establish an orderly set of priorities.
Financing development
Financial resources should match the project’s timeline. Funding needs, debt sustainability and future flexibility must be considered together, distinguishing business objectives from those of the family.
One process, a complete perspective
Preparation, discretion and coordination connect each stage of a capital decision. A complete perspective brings the business objective, financial sustainability and consequences for ownership together.
PERCY & CO.
Questions that shape decisions
01What business objective guides the transaction?
02How does the balance of ownership and capital change?
03What makes the project sustainable?