Advisory

Advisory

The over-arching goal of Cheverny’s advisory practice is to assist clients in building and sustaining long-term value.

Cheverny Capital provides financial and strategic advice on linking opportunities (principally private equity and private debt) to large and sophisticated pools of capital.  Cheverny will also assist companies with capital structure advisory, M&A and board advisory (such as special committees and capital-raising processes).

 

Unlike large, integrated investment banks firms, Cheverny has no proprietary trading, equity sales and trading or credit/lending activities.

Cheverny has particular expertise in cross-border and emerging markets opportunities.

Cheverny’s team of partners brings wide-ranging mergers & acquisitions experience with both established global corporations and emerging growth companies. The firm can deploy sell-side, buy-side and cross-border expertise on behalf of its clients. Cheverny is well- qualified to advise clients on potential mergers bringing as it does an assurance of complete discretion and a lack of conflicts of interests. Cheverny’s partnerships in the UK extend the firm’s reach, complementing the hands-on, cross-border experience of Cheverny’s partners.

Cheverny’s partners have, during their careers worked on dozens of IPOs. The firm is able to deploy this expertise unconstrained by internal conflicts (such as with a trading desk). It can offer boards of directors and entrepreneurs unconflicted advice about IPO processes, valuations and process considerations. Cheverny can also offer seasoned, unconflicted advice to Special Committees of Boards during periods when a restructuring or M&A transaction is contemplated.

The firm’s Partnership Capital Group connects – as and if appropriate – advisory clients to a network of European and North American family offices and investors well-known to the partners of Cheverny. The firm will work with advisory clients to identify whether a fund or long-term family capital is an appropriate source of funding for an expansion project or acquisition.

Family capital tends to be more patient and partnership-oriented and is oft-times willing to make both minority- and majority- investments. Family capital is generally leery of financial engineering; it is rarely the high bidder. These investors tend to favour companies operating in industry sectors experiencing secular growth.

As appropriate Cheverny will structure a special purpose vehicle and co-invest alongside advisory clients and family office partners.