Our Services

Our strength lies in our adaptability and nimbleness, as well as a holistic understanding of the values underpinning the Wealth and asset management industry. This is why we believe we might be your partner of choice beyond pure M&A considerations:

  • Strategic advisory & Blueprint

  • Corporate Succession

  • Transaction & Integration Support

  • Leveraging Kasavi Advisory's extensive network in the financial industry

    • Definition of acquirer’s goals and strategy

    • Mapping of a target pool (qualitative vs. quantitative criteria)

    • Define approach strategy and facilitate initial contact

    • Value analysis with robust forecasting

    • Efficient due diligence implementation

    • Transaction structuring and planning

    • Lead on primary and peripheral negotiations (management package, cash vs. equity deal…)

    • Accurate coordination with legal counsel ensuring fluid transaction process (LOI, Binding Offers, Shares Purchase Agreement …)

    • Post-purchase planning (FINMA authorization, Business plannning…)

    • Support throughout the integration process

    • Thorough value analysis and presentation

    • Clear definition of disposal strategy and stakeholder’s expectations

    • Mapping buyers’ pool and preliminary approach

    • Corporate preparation to the sale

    • Preparation of marketing documents

    • In-depth analysis of offers

    • Counsel negotiation tactics throughout the transaction

    • Due Diligence support

    • Accurate coordination with legal counsel ensuring protection of sellers’ interest

    • Assistance in signing and closing stages of the transaction

Because a majority of global M&A transactions fail to create value, with studies estimating post-closing underperformance rates between 70% and 90%, we believe success should never be measured at closing. True success emerges years later, when two fully integrated entities generate sustained value for all stakeholders.

At Kasavi Advisory, we deliver meticulous guidance through every stage of the deal. With foresight, precision, and efficient execution, we help clients navigate the complexities of M&A, from identifying the right partner and refining strategic objectives to ensuring a seamless closing and integration.

Our core services include: