TRUST   |   RELIABILITY   |   TRANSPARENCY 

VALUATION

We guide you to ensure that no value is left on the table

Determining the consideration to be paid for acquiring an asset or alternatively assessing the value of an asset in anticipation of a potential divestiture is often a challenging process for all parties involved.  Whether you are seeking to acquire or sell an asset, partially or in its entirety, valuation considerations are bound to be at the forefront of your decision-making process.

Using tried and tested methodologies, augmented by our practical and tailor-made approach, we can guide you through this process to ensure that you are in a position to make informed decisions.  Our approach varies according to your circumstances. For example, a high-level pricing analysis may be sufficient as you seek to assess an appropriate range of values in the earlier stages of your decision-making process, without the need to perform a more in-depth valuation exercise. 
    Share and Business Valuation
     Intangible Asset Valuation
     Real Estate Valuation

    FINANCING

    We facilitate the raising of finance required to fund your investment needs

    Funding is required by every entity embarking on a growth strategy, regardless of the stage of its life cycle. The financing strategy to be pursued by an entity is generally impacted by factors such as the stage of its life cycle, the size and scale of business activity, the sector in which it operates, existing financing arrangements and gearing levels, and the type of asset to be financed, amongst others.

    We advise clients in shaping and planning the overall financing strategy .  In addition, we also advise and assist on establishing whether an investment being undertaken is eligible for EU funding and/or Malta Enterprise investment aid and subsequently assist in securing the said funding.
      Bank Finance
      Equity investment
      EU Funding
      Malta Enterprise investment aid

      BUSINESS PLANNING

      We assist in shaping and fine tuning the roadmap for your success

      Business planning is an essential tool that defines a company's objectives and outlines the plan and strategy to be implemented to achieve its goals. A business plan is in essence a blueprint outlining all key elements relevant to an entity, including marketing, financial, human resources and operational. 

      A business plan is designed for both internal and external use. On the one hand, business plans are used by entities to attract outside investment. On the other hand, a business plan serves as a tool that keeps management aligned and fully focused on the strategic action points required to achieve short and longer-term objectives.

      We assist clients in the preparation of business plans, including the compilation of financial projections that merges all the essential elements of the business plan (marketing, human resources, etc.) and converts these elements into prospective financial information outlining the future outlook of the business. 

        FEASIBILITY STUDY

        We provide insights to facilitate your investment decisions on your path towards growth

         Feasibility studies assess the overall viability of a new venture and whether the return is aligned with the overall investment objectives, parameters and risk appetite of the promoter.  This process involves, amongst others, an assessment of strengths, weaknesses, opportunities and threats of the new venture, as well as the identification and management of risks. 

        Using a practical, personalised yet thought-provoking approach designed to keep clients fully engaged throughout all aspects of the process, we assist in carrying out financial feasibility studies and investment appraisals, with the mindset of providing clients with additional insights and learnings, in addition to solely the financial metrics connected with an investment.  
           Internal Rate of Return (IRR)
          Payback Period (PP)
          Net Present Value (NPV)
          Return on Investment (ROI)

          MERGERS AND ACQUISITIONS

          We guide you through the deal process with the objective of maximising value and minimising disruption

          Buy-side
          An entity faces several decision points during its cycle of executing an acquisitive growth strategy, which includes the identification of potential targets, evaluation of business risks, assessment of synergies and the negotiation of commercial terms that optimises overall value creation. We take pride in supporting our clients navigate through each critical stage of an acquisition, including but not limited to, the provision of the following:
          • Identification of potential acquisition targets in your target market(s);
          • Evaluation of asset's value to the buyer, taking into consideration identified synergies and business risks;
          • Assessment of the commercial terms being negotiated with the seller (within the context of identified business risks and your investment parameters)
          Sell-side
          The decision to divest of an asset may be driven by several factors, such as internal disputes and the lack of a clear succession plan. A business may be in distress and facing issues that it cannot resolve on its own or there may be a strategic rationale behind the decision (such as the divestment of non-core assets). In other situations, business owners may have identified an opportunity to cash-out, either partially or completely, and thus unlock part of their net worth that has been tied up in the business.
           
          Regardless of the transaction rationale, the divestiture process is one that should not be taken lightly and requires proper planning to ensure a smooth execution. The objective is to minimise value leakage and maximise consideration without disrupting ongoing business operations. We are well positioned to support and guide you throughout each step of this journey, through the provision of the following:
          • Assist in grooming the business for sale with the objective of enhancing your pricing, shortening transaction time-frames and minimising disruption;
          • Identification and short-listing of potential acquirer(s);
          • Evaluation of pricing scenarios to assist in decision-making on commercial terms;
          • Assessment of exit options aimed at maximising value;
          • Assessment of the commercial terms being negotiated with the buyer


            FINANCIAL MODELLING

            We develop tools and models aimed at facilitating internal decision-making and increasing operational efficiency

            Financial modelling combines accounting, finance, operational and business metrics to create a data-driven, forward-looking outlook for the company that assists clients in all aspects of decision-making. 

            Our financial models are developed using Microsoft Excel and are tailor-made according to the requirements and specifications of our clients. Our approach generally also involves the integration of historical financial information and related key performance indicators (KPIs) into the financial model to provide a solid foundation for selecting assumptions underpinning the future outlook.  

            We assist companies in the development of financial models designed to facilitate more informed decision-making.