We delivered full-scope advisory needed for the successful sale of a fintech company, comprising approximately 20 full-time employees and a 20-year track record, serving tier 1 clients within the asset management sector. The transaction, valued in the double-digit million euro range, attracted multiple bidders and included a strategic roadshow spanning four countries, culminating in September 2024.
Our dedicated in-house expertise managed the entire M&A process end-to-end—from preparing the teaser, pre-information memorandum, and detailed information memorandum to negotiating heads of terms. We drafted the Sale and Purchase Agreement (SPA), prepared and managed the virtual data room, and supported the confirmatory due diligence phase.
The transaction was executed in close collaboration with the company’s co-founder, achieving the transfer of 100% ownership with an earn-out mechanism and provisions for a long-term partnership, including retention of an independent CEO. Legal counsel was provided by K&L Gates in Luxembourg, ensuring comprehensive regulatory and transactional expertise across jurisdictions.
This engagement underscores our capability to orchestrate complex, cross-border transactions with strategic insight and technical precision, delivering optimal outcomes aligned with the founder’s objectives.