CORPORATE FINANCE

Presentation of the division

Presentation of the corporate unit

DEBT ADVISORY & DEBT CAPITAL MARKET

DEBT ADVISORY & DEBT CAPITAL MARKET

PRIVATE EQUITY

PRIVATE EQUITY

MERGERS & ACQUISITIONS

MERGERS & ACQUISITIONS

Presentation of the corporate division

DEBT ADVISORY & DEBT CAPITAL MARKET

PRIVATE EQUITY

MERGERS & ACQUISITIONS

The expertise of carax serves your interests

As a merchant bank, our strength lies in our ability to offer solutions tailored to the needs of companies, in the availability of our project teams and in our experience and knowledge of the sector.

The combination of M&A consulting and financing consulting is also crucial in the context of acquisitions or LBOs. This combination makes it possible to gain in efficiency, speed and agility throughout the process, and to anticipate the possible risks for the success of these strategic operations.

Optimize your financing

Carax assists French and European companies and institutional investors
in the context of :

  • Projects of external, organic and LBO growth,
  • Refinancing of existing corporate debt (PGE refinancing, syndicated loan, etc.)
  • Asset financing (real estate, production lines, inventory, etc.) or refinancing,
  • Financing of working capital and organic development projects

Carax thus intervenes as :

  • Advice on structuring and optimizing packages with the various banking institutions
  •  Arranger/placement agent for bond issues (senior secured,
    perpetual debt, hybrids such as OCEANE, ORNANE, OCABSA, etc.)

RELATIONSHIPS OF TRUST

In addition to the financing mentioned above, Carax assists French and European companies in opening up their capital to investment funds.

Such an operation can have several objectives:

  • Strengthening of the equity capital
  • Acceleration of development
  • Additional financing for external growth
  • Capital transfer (internal or external)
  • Realization of a part of the heritage.

Thanks to its track record and its knowledge of the market, Carax will be able to structure the operation and direct you to the most relevant investors to support your project.

Key stages in the life of a company

A successful external growth policy is often key to achieving a development milestone, but finding the right advisor to support you in this transformation can be difficult.

Carax assists growth companies in all of their M&A and capital raising operations:

  • Sale to a strategic buyer
  • Majority or minority sale to an LBO or growth equity fund
  • Fundraising in venture capital or development capital
  • Acquisitions

Carax is involved in the various life cycles of companies: Venture, growth capital, LBO, M&A. Its multi-sector specialization enables it to have a thorough understanding of the underlying elements of its clients' ecosystems and to be relevant, from the very beginning of the process leading to the transaction, in the production of key information, in the intermediation of the right counterparties and in the valuation work.

This approach, which combines financial engineering and sectoral knowledge, allows Carax to make the right diagnosis of a project's feasibility at an early stage.

For each project, we share with you our experience, our sector knowledge but also our questions, while anticipating potential risks and relieving you of a maximum of constraints inherent to this type of operation: in short, we take care of the transaction while you take care of your business.

Presentation of the unit

DEBT ADVISORY & DEBT CAPITAL MARKET

PRIVATE EQUITY

MERGERS & ACQUISITIONS

carax expertise serves your interest

As an innovative investment bank, our strength lies in our ability to offer solutions tailored to the needs of companies, in the availability of our project teams and in our experience and knowledge of the sector.

The combination of M&A and financing advisory services is also crucial in the context of acquisitions or LBOs. This combination makes it possible to gain in efficiency, speed, and agility throughout the process, and to anticipate the possible risks for the success of these strategic operations.

optimize your funding

The team assists French and European companies and institutional investors in the context of:

  • Projects for external, organic and LBO growth,
  • Refinancing of existing corporate debt (PGE refinancing, syndicated loans, etc.)
  • Asset financing (real estate, production lines, inventory, etc.),
  • Financing of working capital and organic development projects

Carax therefore intervenes as:

  • Advisor for structuring and optimizing packages with the various banking institutions
  • Arranger/placement agent for bond issues (senior secured perpetual debt, hybrids such as OCEANE, ORNANE, OCABSA...)

trustworthy relationships

In addition to the financing mentioned above, Carax assists French and European companies in opening their capital to investment funds.

Such a transaction can have several objectives:

  • Strengthening of the equity capital
  • Acceleration of development
  • Additional financing for external growth
  • Transfer of capital (internal or external)
  • Realization of a part of the assets.

Thanks to its track record and its knowledge of the market, Carax will be able to structure the operation and direct you to the most relevant investors to support your project.

Key stages in the life of a company

Carax provides growth companies with comprehensive advisory services for Mergers & Acquisitions and Corporate Finance, including:

  • Sellout to a strategic buyer
  • Majority and minority stake sales to LBO and growth equity funds
  • Venture and growth capital funding
  • Acquisitions

Carax intervenes, at all lifecycles of the company: Venture, Growth capital, LBO, M&A. As a pluri-sector specialist, we have an in-depth understanding of our clients' eco-systems which guarantees relevant contributions right from the start, by focusing on the key information, getting the right counterparties involved, and selecting the most appropriate valuation benchmarks.

Whatever your requirements we will deliver the very best possible deal. We always put our clients first, acting as a trusted and honest adviser on valuation and process. We share ideas, sector insight and thought leadership along the way, while also anticipating challenges and risks. We get on with doing the deal while you get on with running your business.

For companies...

For European companies

with a focus on French SMEs/ETIs

Corporate

concerning all of these sectors

Corporate

and achieving such a turnover:

Corporate

with a focus on French SMEs/ETIs

Corporate

in all these sectors

Corporate

and with a turnover between:

Corporate

A TAILOR-MADE APPROACH FOR YOU

a tailor-made approach your needs

CARAX'S CONTRIBUTION TO THIS TYPE OF OPERATION

carax's contribution for this type of operation

CARAX'S CONTRIBUTION TO THIS TYPE OF OPERATION

carax's contribution for this type of operation

CARAX'S CONTRIBUTION TO THIS TYPE OF OPERATION

carax's contribution for this type of operation

Corporate

The Corporate team has extensive experience in structuring transactions and calibrating management packages.

During the investment period of a fund or a bond financing, not everything goes according to plan in situations that can have a major impact on companies.

It is therefore essential to work on different scenarios with the Managers & Executives (optimistic as well as pessimistic) in order to adapt the terms and conditions but also and above all the Management Packages. This preliminary work may seem tedious but it is necessary in order to best serve the interests of the company and its managers.

Management teams are a company's greatest asset. It is therefore essential to align the interests of managers and investment funds in terms of risk and reward expectations.

Our team has completed over 100 transactions with investment funds, and therefore has extensive experience in structuring transactions, negotiating terms and conditions and calibrating management packages.

Corporate

The Corporate team has a broad experience in structuring transactions and calibrating management packages.

During the investment period of a fund or a bond financing, not everything goes according to plan in situations that can strongly impact companies.

It is therefore essential to work on different scenarios with the Managers & Executives (optimistic or pessimistic) in order to adapt the terms and conditions but also and above all the Management Packages. This preliminary work may seem tedious but it is necessary in order to serve the best interests of the company and its managers.

Management teams are a company's greatest asset. It is therefore essential to align the interests of managers and investment funds in terms of risk and reward expectations.

Our team has completed more than 100 transactions with investment funds, and therefore has extensive experience in structuring transactions, negotiating terms and conditions and calibrating management packages.

Corporate

Optimization of financial expenses according to the company's PO:

  • Tailor-made solutions in case of high leverage
  • Complementary tools: perpetual or senior unsecured debt
  • Tailor-made structuring of the issue (assistance in drafting the terms and conditions of the transaction before the investor presentation)
  • Diversification of known financiers with a wider range of financial and banking partners and with return expectations that may be lower than the conditions in place
  • Assistance and negotiation with the legal drafting advisors (terms and conditions, pledge contract...)
  • The structuring of financing tools for the future (clause of complementary issues, capex line, RCF...)
Corporate

Optimization of the financial charges according to the company's PO:

  • Tailor-made solutions in the case of excessive leverage
  • Complementary tools: perpetual or senior unsecured debt
  • Tailor-made structuring of the issue (assistance in drafting the terms and conditions of the operation before the investor presentation)
  • Diversification of known financiers with a wider range of financial and banking partners and with return expectations that may be lower than the existing conditions
  • Assistance and negotiation with the legal advisors for the legal drafting (terms and conditions, collateral agreement...)
  • Structuring of financing tools for the future (clause of complementary issues, capex line, RCF....)
Corporate

Optimization of financial packages and expected valuations

  • Wide choice of investors
  • Negotiation of the offers received (financial and legal points)
  • Due Diligence management
  • Assistance with the legal drafting (shareholders' agreement, terms and conditions, management packages) of the transaction with the client's advisors
Corporate

Optimization of financial packages and expected valuations

  • Wide choice of investors
  • Negotiation of the offers received (financial and legal points)
  • Management of Due Diligences
  • Assistance with legal drafting (shareholders' agreement, terms and conditions, Management Packages) of the transaction
Corporate

Definition of a strategy of sale, acquisition or support (fund raising)

  • Financial evaluation of assets to be disposed of or acquired
  • Writing of an IM and presentation notes
  • Identification of potential counterparties (buying or selling)
  • Management of due diligence phases (VDD and BDD)
  • Conducting the negotiation, fundraising, and transaction completion phases
Corporate

Definition of a strategy of sale, acquisition or support (fund raising)

  • Financial evaluation of the assets to be sold or acquired
  • Information Memorandum
  • Identification of potential counterparties (for sale or purchase)
  • Management of the due diligence phases (VDD and BDD)
  • Conducting the negotiation, fundraising and transaction completion phases

Our latest corporate transactions

our latest corporate transactions