CGPH Banque d’affaires
Institutional architecture — CGPH Banque d’affaires investment advisory
Investment Advisory & Investment Selection

Private equity for growth and shareholder transitions.

Opening your capital changes more than the funding available. CGPH Banque d’affaires helps entrepreneurs, shareholders and management teams assess growth investment, partial liquidity and the ownership arrangements for the next stage of the business.

What do you want an equity partner to make possible?

  • Finance the company’s development

    Assess equity to support investment, international expansion or acquisitions, with funding requirements linked to the business plan.

  • Arrange partial shareholder liquidity

    Examine a sale of part of the existing shares, potential reinvestment and the shareholders’ future role. New capital invested in the company and payments to selling shareholders are assessed separately, even when combined in one transaction.

  • Build through acquisitions

    Connect the investor partnership, acquisition plan and funding needs across successive transactions.

Clarify the ownership decisions before the process starts

We work through valuation, the proportion of capital involved, the use of proceeds and the implications for control and governance. Minority and majority structures are considered against the objectives of shareholders, management and the potential investor.

The mandate can also address sponsor-led secondary transactions or continuation arrangements where an existing investment is being reorganized.

A coordinated process around your company

  • Financial analysis, business plan and investment case.
  • Investor criteria, preparation of materials and coordination of the agreed investor dialogue.
  • Valuation, governance, management participation and negotiation support.
  • Due-diligence and documentation coordination with the responsible legal, tax and audit professionals.

When the transaction also needs debt or a wider sale process

Equity and debt workstreams can be coordinated where relevant. A wider acquisition or sale process is addressed through the M&A mandate; the scope identifies each workstream and the party advised.

Start with your objectives as shareholders

Tell us about the company, the purpose of the transaction, the investment or liquidity sought and the role you want to retain. We can discuss the preparation required and the scope of a potential mandate.

Essential questions

Can a transaction combine growth capital and shareholder liquidity?
It can be considered. The amount invested in the company, any purchase of existing shares and potential shareholder reinvestment need to be distinguished and agreed with the parties.
Do you advise on minority and majority transactions?
We advise on minority and majority transactions. The appropriate structure depends on the transaction, shareholder objectives and the terms agreed with the investor.
Does CGPH Banque d’affaires provide the equity?
Our role here is advisory and process coordination. Investment decisions, funding commitments and terms belong to the investors and other parties participating in the transaction.