Mergers & acquisitions advice in connection with the sale of a majority stake in a group of outpatient clinics

Mandate description

Mandate of exclusive financial advice led to a outpatient care group, as part of the sale of a significant stake to a European institutional investor.
The group experienced a rapid growth and now operates several multidisciplinary consultation centers in French-speaking Switzerland, bringing together a team of independent practitioners and specialized therapists.

The operation was aimed at welcoming a long-term financial partner In order to support the national development strategy And the creation of an integrated network of outpatient clinics across Switzerland.

Key issues

The main issues were:

• The selecting the ideal financial partner, capable of supporting growth while respecting the group's medical mission;
• The valuation of intangible assets, including clinical reputation, patient base, and quality of the medical team;
• The structuring the shareholders' agreement and the definition of governance rights ;
• And the coordination of regulatory and contractual aspects specific to the health care sector.

The transaction took place in a context of strong consolidation of the mental health market, marked by the emergence of new players supported by institutional investors.

Approach and results

The team supported the founders and management over the whole process: strategic analysis of offers, selection of potential counterparties, data room and due diligence management, and final negotiation of the terms of transaction.

The operation allowed:

• TheEntry of a European institutional investor to the capital of the group;
• the strengthening the financial structure to support the national expansion plan;
• And the securing governance by establishing a clear framework between the founders and the new shareholder.

This transaction marked a major step in the group's growth, consolidating its role as a reference in outpatient psychiatric care in Switzerland.