Strategic & Commercial Due Diligence | Beaulieu Project

Client Needs & Objectives

Our client, a Luxembourg investment company specialized in the not listed, wanted to assess the opportunity of a majority investment in the French-Belgian leader in the provision of services to banks on the establishment and monitoring of commercial pledge

The objectives were as follows:

  • An analysis of the market and its underlyings
  • A detailed analysis of the recent growth of the various activities (4 subsidiaries) and the different countries
  • A review of trends and growth opportunities
  • An analysis of the regulatory context and future changes
  • Development of an opinion on the credibility of BP

Our Approach

  • Review of the pledge and inventory control market in France and Belgium: analysis of market shares and competitors
  • Detailed explanation of the regulatory context and its impacts
  • Customer Portfolio Analysis
  • In-depth interviews with more than 40 experts and bankers specializing in the implementation of this type of guarantee
  • First approach to external growth opportunities in Europe
  • Business Plan Review

Client Benefits & Main Results

Clear understanding of the value chain and ongoing regulatory changes, as well as their impacts

Identification of internal risk areas (human, operational and commercial)

Identification of growth opportunities based on forecasts of principals (banks) and the economic context

Understanding the assumptions of the Business Plan and its credibility