Our strength lies in our adaptability and nimbleness as well as a hollistic 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

  • FINMA authorisation process

  • Leveraging Kasavi Advisory financial industry’s extensive network

    • 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

    • 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

Our Services

Because so many global M&A endeavours dilute value rather than create it (most studies estimate the numbers of post-closing failures between 70 and 90%), to us, the success of a transaction is not measured at closing, but rather a few years down the line, with two fully integrated entities accreting value to their stakeholders.

At Kasavi Advisory we ensure precise guidance on every detail. With delicate forethought and efficient planning, we streamline various M&A processes for clients. From the initial stages of sourcing a partner, refining strategy, and ultimately reaching the closing stages, our core services include: