Exclusive M&A Advisory Mandate for an Outpatient Care Group

Mandate Description

The mandate consisted of an exclusive financial advisory assignment carried out on behalf of an outpatient care group, in the context of the sale of a significant equity stake to a European institutional investor.

The group experienced rapid growth and now operates several multidisciplinary outpatient clinics in French-speaking Switzerland, bringing together independent medical practitioners and specialised therapists.

The transaction aimed to welcome a long-term financial partner to support the group’s national expansion strategy and the development of an integrated network of outpatient clinics across Switzerland.

Key Issues

The main challenges of the mandate were to select an appropriate financial partner capable of supporting growth while respecting the group’s medical mission and care philosophy.

A key objective was to value intangible assets, including clinical reputation, patient base and the quality and stability of the medical teams.

The assignment also involved structuring the shareholders’ agreement and defining governance rights between founders and the new investor.

In addition, the mandate required coordination of regulatory and contractual aspects specific to the healthcare sector.

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

Approach and Results

The advisory team supported the founders and management throughout the entire transaction process.

• This included strategic analysis of offers, identification and selection of potential investors, management of the data room and due diligence processes, and negotiation of final transaction terms.
• The transaction resulted in the entry of a European institutional investor into the share capital of the group.
• It also strengthened the financial structure to support the national expansion plan.

Finally, the operation secured governance by establishing a clear and balanced framework between the founders and the new shareholder.

This transaction marked a major milestone in the group’s development, consolidating its position as a leading player in outpatient psychiatric care in Switzerland.