The lawyers of Menlo Avocats have deep experience in private equity and have carried out more than 100 such transactions.<\/p>\n
We support our clients\u2019 transactions in establishing the timetable, drafting and negotiating the letter of intent and the investment agreement, while taking into account business and legal constraints.<\/p>\n
We draft a summary memorandum of the transaction covering all relevant legal questions (tax law, labor law and antitrust law) to help clients anticipate issues and make the best choices. <\/p>\n
Together, we define the scope and the type of any audit expected (complete or limited to certain subjects, summary or detailed). Progressively, we point out structuring items to our clients, favoring direct relationship with management of the target company. We ensure the issuance of a pragmatic and \u00ab business oriented \u00bb audit report to facilitate the identification of any significant risks and of any improvements to be made.
\n{Moreover, we can give you methods to facilitate the transfer of documents during the organization of the data room process.}<\/p>\n
We secure your investments by drafting and negotiating asset and liability guarantees, security agreements and enhancing mechanisms (preferred shares, BSA ratchet). <\/p>\n
We profit from an extensive experience negotiating and drafting the full range of investment instruments (preferred shares, convertible bonds, etc.).<\/p>\n
To ensure good corporate governance and liquidity, we prepare shareholder agreements and corporate statutes while taking into account the particularities of each situation. <\/p>\n
We design mechanisms for senior executives and other employees\u2019 incentive schemes (warrants for entrepreneurs called \u201cBSPCE\u201d, free shares, share subscription warrants called \u201cBSA\u201d, options, sweat equity, ratchet, company of managers). <\/p>\n
\u2022<\/strong>\u00a0Risk capital (capital innovation) Growth capital and risk capital<\/strong> LBO \/ MBO <\/strong> Other financing operations<\/strong>
\n\u2022<\/strong>\u00a0Growth capital
\n\u2022<\/strong>\u00a0Buyout capital (LBO, MBO, OBO, MBI\u2026)
\n\u2022<\/strong>\u00a0Turnaround capital
\n\u2022<\/strong>\u00a0Venture loan, bridge loan<\/p>\nExamples of experience:*<\/sup><\/a>:<\/h3>\n
\n\u2022\u00a0Advisor for 123 Investment Managers (on more than twenty deals)<\/strong> for investments in various fields: in several groups of real estate developers, in the Vedettes de Br\u00e9hat (passenger ferries), in Cabanes Nature and Spa (outdoor hotel), Groupe Lou (chain of a dozen restaurants), Mediascool (media and education), Campus Dev (group of private schools), or for the acquisition of a hotel and the establishment of a group of 15 nursing homes.
\n\u2022 Advisor for CM-CIC Capital Priv\u00e9 (on more than 30 operations) <\/strong>for investments in various fields: Pegast (take-out catering group), Newsteo (wireless monitoring), innovative Steamone steamer, Ulysse Transport Group (transport of people with disabilities), Sensiolabs (software), Ruby (high-end headphones), Brand Nation (advertising and marketing agency), IS Telecom, Centrexpert (special machines for Atex areas – co-investment with Kreaxi fund), Finoptim (open chimney insert – co investment with the Kreaxi fund), SmartTraffik (a SAAS company specializing in omnichannel solutions – co-investment with Alliance Entreprendre)
\n\u2022 Advisor of Alliance Entreprendre<\/strong> for investment in a real estate development group and Groupe Zephyr (home-based care for seniors)<\/p>\n
\n\u2022\u00a0Advisor for Alliance Entreprendre, BDR Invest and Invest PME<\/strong> dans le LBO <\/strong>of IPS, B2B specialist group providing fire safety services
\n\u2022\u00a0Advisor for Caisse d’Epargne Ile-de-France<\/strong>: MBO\u00a0<\/strong>of Trialog, a pioneering company in the field of artificial intelligence
\n\u2022\u00a0LBO acquisition<\/strong> of a mold manufacturer (aerospace and automotive industry) by a group of investors (\u20ac 25m)
\n\u2022\u00a0LBO sale<\/strong> of an automatic distribution company (\u20ac 40m) to an investment fund
\n\u2022 LBO acquisition<\/strong> of a packaging machine manufacturer by an investment fund<\/p>\n
\n\u2022\u00a0Venture loan financing<\/strong> of several French companies by an English investment fund
\n\u2022\u00a0Bridge loan financing<\/strong> of a French software publisher by a Chinese industrialist<\/p>\n
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