Dans un marché des fusions-acquisitions de plus en plus exigeant, la question de la « préparation à la cession » (exit readiness) prend une importance croissante : stratégie, indicateurs clés, equity story, vendor due diligence – comment l’intégration précoce de la planification de la cession dans le développement stratégique de l’entreprise devient un facteur clé de succès.
Que peuvent réellement apprendre les dirigeants et propriétaires d’entreprise des rois du deal – les investisseurs en capital-investissement – en matière de préparation à la vente, afin de rendre les résultats de cession plus prévisibles et optimaux ?
Dans cet épisode de What’s up, Corporate Finance?, Thorsten Gladiator, Managing Partner chez Investec, et Sebastian Markowsky, Managing Director, échangent avec le journaliste économique Michael Hedtstück sur les enseignements que les entrepreneurs peuvent tirer des fonds de private equity en matière de préparation stratégique à la cession.
Les questions clés abordées :
- Que peuvent réellement apprendre les entrepreneurs des « Kings of deals » – les investisseurs financiers – en matière de préparation à la cession ?
- Existe-t-il un décalage manifeste entre la perspective à long terme adoptée par les fonds de private equity pour préparer leurs sorties et les horizons de planification M&A des dirigeants d’entreprise ?
- Quels sujets doivent impérativement être clarifiés en amont d’un processus M&A, plutôt que d’être laissés à l’appréciation de l’acheteur potentiel ? Dans quelle mesure est-il essentiel de bien répéter l’equity story et la présentation du management ?
- Quelle est la réalité pour les entreprises de taille intermédiaire ? Dans quelle mesure les dirigeants sont-ils prêts à s’inspirer des pratiques des fonds de private equity ?
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What’s up, Corporate Finance? est un blog et un podcast du Finance Think Tank Network. Grâce à des analyses régulières et des décryptages approfondis sur des sujets liés au private equity, private & venture debt, corporate & investment banking, M&A, au financement et au restructuring, ils décryptent l’univers de la finance d’entreprise avec expertise et passion journalistique.
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The Food Industry recovers from Inflation Shock: Time for a Sector M&A Update
The food industry has digested the inflation shock: the fierce price wars between retailers and producers have lost their edge and producers once again have more transparency about their business, their margins and their prospects. This makes it possible for many to think about M&A options again, whether in terms of selling companies or as buyers looking for suitable targets.
In this episode of ‘What’s up, Corporate Finance?’, Investec Managing Partner Jürgen Schwarz and Director Florian Ismer talk to financial editor Michael Hedtstück about the potential, challenges and outlook for the food M&A sector.
The key questions:
- Who are the ‘early movers’ currently in the food deal pipeline?
- Who is available on the buyer side?
- What are the sticking points in due diligence and value creation of food assets?
- And what is the market outlook for 2025?
Click here to listen to the podcast:
‘What’s up, Corporate Finance?’ is a blog & podcast of the Finance Think Tank Network, which regularly analyses all topics of the corporate finance world with expert knowledge and journalistic passion.
Listen to the 🎙Podcast, which can be found wherever podcasts are available:
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Here you can find another ‘What’s up, Corporate Finance?’ episode, in which Investec Managing Partner Ervin Schellenberg and Thorsten Gladiator talk about opportunities for buy-and-build strategies in the current market situation.
Ambitious plans and highly complex deal strategies: our experts play multi-dimensional M&A-related-chess – with concrete tips on what it takes to do buy-and-build at this level.
Plenty of targets and lower purchase prices: The current market situation does not provide a bad environment for bold buy-and-build strategies – even for particularly aggressive ones.
Investec Managing Partner Evin Schellenberg and Thorsten Gladiator talk with financial editor Michael Hedtstück in this episode of ‘What’s up, Corporate Finance?’ about opportunities for buy-and-build strategies in the current market situation – with a special focus on strategic and financial planning. They discuss current trends and opportunities, risk management and financing and analyse best practice examples and their success factors.
The key questions:
1. What makes buy-and-build strategies particularly strong?
2. What is the best way to integrate strategic planning, risk management and financial planning?
3. Why do you need entrepreneurs who are hungry but can also let go?
4. How long does it actually take to save Ervin’s and Thorsten’s Excel models?
‘What’s up, Corporate Finance?’ is a blog & podcast of the Finance Think Tank Network, which regularly analyses all topics of the corporate finance world with expert knowledge and journalistic passion.
Click here to listen to the podcast:
Listen to the 🎙Podcast, which can be found wherever podcasts are available:
🎧 Web-Player: https://lnkd.in/ef_BhCvG
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Interview
As we enter 2024, the M&A landscape shows signs of recovery, albeit cautiously.
In the episode of the February 20, 2024 of No Ordinary Wednesday, Jeremy Maggs in conversation with Investec experts Jürgen Schwarz, Marleen Vermeer, and Kilian de Gourcuff, Investec’s Head of Cross-Border Finance and International Advisory Charles Barlow, on what key sectors, trends and risks to keep an eye on in 2024.
Click here to listen to the podcast:
Where does opportunity lie for dealmaking in 2024? (investec.com)
Hosted by seasoned broadcaster, Jeremy Maggs, the No Ordinary Wednesday podcast unpacks the latest economic, business and political news in South Africa, with an all-star cast of investment and wealth managers, economists and financial planners from Investec. Listen in every second Wednesday for an in-depth look at what’s moving markets, shaping the economy, and changing the game for your wallet and your business.
Listen to the best of No Ordinary Wednesday: https://www.investec.com/en_za/focus/no-ordinary-wednesday-with-jeremy-maggs.html