In March 2023, during the sudden collapse of Silicon Valley Bank over the weekend of March 13–14, Sofina S.A., a leading Belgian investment company with a legacy exceeding 120 years, sought specialized advisory assistance to assess indirect exposure risks swiftly and effectively.
Our team delivered accelerated, in-depth financial analysis focusing on balance sheet interpretation, quantitative risk assessment of interest rate movements, and credit exposures relevant to Sofina’s diversified portfolio. The insights we provided enabled Sofina to formulate clear, actionable recommendations for its portfolio companies, strengthening decision-making during a period of unprecedented market disruption.
Furthermore, we independently developed a bespoke treasury management guide incorporating emergency contingency funding strategies and diversified risk mitigation approaches. This framework facilitated Sofina’s rapid financial response and operational resilience.
Philippe Nyssen, Principal at Sofina, formally acknowledged the high-caliber professionalism and autonomous expertise delivered, underscoring the value of our contribution in navigating this complex financial challenge.
This engagement highlights our capacity to provide critical, results-oriented advisory services under extreme time sensitivity, reinforcing institutional confidence amidst market volatility.