Exclusive M&A Advisory Mandate for a Construction Sector Sale

Mandate Description

The mandate consisted of an exclusive financial advisory assignment carried out on behalf of a historic Swiss construction group active for several decades in the French-speaking market.

The company, recognised for its expertise in the delivery of complex and emblematic construction projects, employs several hundred people and generates annual revenues of several hundred million Swiss francs.

The assignment involved advising the main shareholder on the sale of its construction subsidiary to an independent European group seeking to strengthen its presence in Switzerland and expand its international footprint.

The transaction aimed to ensure operational continuity while fostering the creation of industrial and human synergies between the two organisations.

Key Issues

The main challenges of the mandate lay in structuring a complex sale process involving multiple stakeholders and significant legal, financial and technical constraints.

The assignment required the preparation of comprehensive transaction documentation, including a teaser, information memorandum and data room.

A key objective was the targeted selection of strategic counterparties based on industrial rationale and cultural compatibility.

The mandate also involved negotiating a balanced transaction structure designed to preserve teams, ongoing projects and technical know-how.

The transaction took place in a context of strong sector concentration, characterised by margin pressure and increasing complexity of infrastructure projects.

Approach and Results

The advisory team conducted a structured and competitive sale process, integrating financial modelling, coordination of due diligence workstreams and management of contractual discussions between legal and financial advisers on both sides.

• The transaction resulted in the successful integration of the Swiss construction subsidiary into a leading international group.
• It also ensured the preservation of employment and the continuity of ongoing projects.
• The acquisition strengthened the purchaser’s industrial presence in the Swiss market.

This transaction, executed in a demanding market environment, illustrated the value of a rigorous and strategic advisory approach to complex sell-side transactions.