years of experience
combined across the team
Transaction Services
Successfully executing your M&A transaction
Expertise overview
Transaction Services
SORGEM supports management teams and investors through the key stages of a transaction: accounting and financial due diligence on the target, sale preparation, and review of price adjustment mechanisms.
Our teams work on both the buy side (acquisition Due Diligence) and the sell side (Vendor Due Diligence, Vendor Assistance), with the same level of rigour and analytical discipline.
Each engagement results in structured deliverables used by the parties and their advisors.
disclosed transactions
advised by the team
size of transactions advised
in €m
Our areas of expertise
Transaction Services
Financial Due Diligence
In-depth analysis of the performance, profitability and financial structure of a target company.
Vendor Due Diligence
Conducting a financial audit as part of a disposal, capital increase, debt raising or refinancing.
Vendor Assistance
Carrying out limited diligence work as part of a company or business disposal project.
Price Adjustments
Independent expertise and assistance in determining price adjustments.
Financial Due Diligence
In-depth analysis of the performance, profitability and financial structure of a target company.
Vendor Due Diligence
Conducting a financial audit as part of a disposal, capital increase, debt raising or refinancing.
Vendor Assistance
Carrying out limited diligence work as part of a company or business disposal project.
Price Adjustments
Independent expertise and assistance in determining price adjustments.
Use cases
Examples of situations where we get involved
Bolt-on acquisitions
Financial due diligence: presentation of the target company's accounts in the acquiring group's format, in-depth analysis and validation of transaction aggregates.
Business succession
Vendor due diligence on primary transactions, analysis of family businesses in line with the expectations of professional investors.
Refinancing
Due diligence report on historical and forecast accounting and financial information, as part of a capital increase or refinancing project.
Carve-out
Review of financial data from a group's business activity and preparation of transaction aggregates.
Bolt-on acquisitions
Financial due diligence: presentation of the target company's accounts in the acquiring group's format, in-depth analysis and validation of transaction aggregates.
Business succession
Vendor due diligence on primary transactions, analysis of family businesses in line with the expectations of professional investors.
Refinancing
Due diligence report on historical and forecast accounting and financial information, as part of a capital increase or refinancing project.
Carve-out
Review of financial data from a group's business activity and preparation of transaction aggregates.
What sets SORGEM apart
Independence, tailored execution, confidentiality
We conduct rigorous analyses, based on a proven methodology and an in-depth understanding of financial issues.
Because every M&A transaction is unique, we adapt to each context and deliver decisive solutions.
We commit to what we do with conviction. Beyond the deliverable, our clients seek and value the quality of our judgment.
We put our cross-border transaction experience at the service of our clients. We support international investors in France and assist our domestic clients abroad through the Andersen Global network.
Our team
Our multi-specialist teams include numerous senior professionals with proven expertise in their areas of competence.
MAURICE NUSSENBAUM
Chairman / Founding Partner
CLAIRE KARSENTI
Partner
THOMAS HACHETTE
Partner
ALBAN CABANIS
Partner
