Generalist or specialist?

We are staunch advocates to the concept of agility as an effective way for companies to navigate through turbulent times

Over the years we have established a consistent track-record of successful transactions. Our clients have called upon our specialist services in the field of Mergers & Acquisitions to become quickly convinced that our techniques and professionalism can be applied to a wide range of business sectors, and therefore to their own

We pride ourselves with providing our clients with a dedicated service to quickly comprehend client needs and gain firm understanding of their business without claiming to become a practiced professional in the clients’ area of expertise

It is also our key objective that our clients benefit from our experience gained in undertaking transactions in other industries that are applicable to their own

Integrating the concept of agility into its service offering, Geneva LBO Group SA offers its clients its functional expertise and multi-sector experience; a firm that is both a specialist in Mergers & Acquisitions and a generalist in terms of sectors

MERGERS & ACQUISITIONS
AND STRATEGIC ADVISORY

  • Research, identification and approach of potential domestic and cross-border targets
  • Advice on strategy, timing, structure, financing, valuation and alternatives
  • Drafting and/or supervision of any necessary documents such as Information Memorandum, Valuation, Letter of Intent and the like
  • Organization / coordination of the Due Diligence
  • Assistance in obtaining financing
  • Assistance in negotiations until the closing of the transaction

SPECIAL VALUATIONS

  • Partial divestiture including spin-offs and carve-outs
  • Distressed situations
  • Goodwill including patents, know-how and professional practice portfolio
  • Trade agreements
  • Start-ups

STRATEGIC CONSULTING

  • Strategic advisory based on market, company, competition, barriers of entry, product and cost positioning
  • Advising on preventive and responsive measures to unsolicited activity such as hostile approaches
  • Critical analysis and recommendations in terms of business plans, including for start-ups
  • Forensic auditing

The transactions carried out by Geneva LBO Group SA have covered 27 different areas of activity to date

The first six of these accounted for almost half of the number of transactions:
Airport retail trade, B2B, B2C, energy (trading and downstream), industrial equipment and hospitality industry

The other 51% were:

Air conditioning, air purification, art, banking & finance, biotechnology, commodity trading, construction, contingent workforce procurement, cosmetics, defence, farming, food and associated industry, healthcare, insurance, leisure, mechanical engineering, media, real estate, transport, waste management, watchmaking

Since its founding, Geneva LBO Group SA has completed nearly one hundred and twenty transactions, ranging mainly from CHF 3 to 300 million, in a dozen countries

Most of the clients are SMEs, a majority of which family-run businesses

List of Missions

Year Client Mission Sector Activity
2024 Switzerland Defending the interests of founders and majority shareholders Art International group of contemporary art galleries
2024 Switzerland Assets sale SaaS Repository and software for managing operations, governance, risk, control and resilience
2024 Switzerland Finding a strategic partner Consultancy Operational strategy
2023 Switzerland Buy-side Equipment Armoured doors, safes, locks
2023 Switzerland Buy-side Equipment Armoured doors, safes, locks
2023 Switzerland Buy-side Equipment Armoured doors, safes, locks
2023 Switzerland Buy-side Equipment Armoured doors, safes, locks
2023 Switzerland Defending the interests of founders and majority shareholders Art International group of contemporary art galleries
2023 Switzerland Acquisition search Equipment Armoured doors, safes, locks
2023 Monaco Sell-side Engineering Subsea pipeline repair
2022 Switzerland Sell-side SaaS Operational-risk management in the banking sector
2022 Switzerland Acquisition search Equipment Armoured doors, safes, locks
2022 Switzerland Defence of the interests of minority shareholders and assistance in the sale of their shares Healthcare Radiology practice
2021 Switzerland Sell-side Watchmaking Paramagnetic patent
2021 Switzerland Sell-side Banking & Finance Compliance and distribution of foreign funds in Switzerland
2021 Switzerland Networking Trading Petroleum products
2021 Switzerland Strategic consulting Equipment Armoured doors, safes, locks
2020 Switzerland Buy-side Energy – Trading Petroleum Products
2020 Bulgaria Valuation Hospitaliy Hotel 3* alpine resort
2020 Bulgaria Strategic consulting Hospitaliy Group of hotels on the Black Sea shore
2020 Switzerland Strategic consulting Banking & Finance Compliance and distribution of foreign funds in Switzerland
2020 Switzerland Valuation Commodity trading Coffee, cocoa and rubber
2019 Switzerland Sell-side Watchmaking R&D and 3D printing of high-precision titanium parts
2019 France Sell-side Media Computer magazines
2019 Switzerland Sell-side Energy – Trading Petroleum Products
2019 Switzerland Strategic consulting Banking & Finance Representation and distribution of investment funds
2019 Switzerland Sell-side Hospitaliy Hotel 4* Luxury alpine resort
2018 Cyprus Sell-side Energy – Downstream Storage of petroleum products
2018 United Kingdom Strategic consulting Farming Farm in Kenya specializing in the cultivation and marketing of green beans
2018 Switzerland Buy-side Real estate Office and industrial building
2018 Hungary Sell-side Equipment Conceptualization, representation and distribution of engraving machines
2017 Switzerland Buy-side Energy – Downstream Operation of a network of service stations in Bulgaria and Serbia
2017 Hong Kong Sell-side Commodity trading Fertilizers
2017 Switzerland Sell-side B2C Internet concierge service
2017 Hong Kong Strategic consulting Commodity trading Merger between two fertilizer trading companies
2016 Norway Buy-side Leisure Leisure park – trampoline
2016 Switzerland Sell-side Watchmaking Paramagnetic patent
2016 Switzerland Valuation Healthcare Medical office of radiology
2016 Croatia Sell-side Energy – Downstream Network of service stations
2016 France Buy-side Services B2B Optimization of logistics services
2015 Switzerland Strategic consulting Equipment Air purifiers
2015 Switzerland Strategic consulting B2C Internet concierge service
2015 Switzerland Sell-side Leisure Operation of a nightclub in a palace
2015 Switzerland Sell-side Art Collection of contemporary art paintings
2015 Switzerland Sell-side Farming Trading of agricultural products
2014 Switzerland Buy-side Equipment Design, manufacture, representation and marketing of locksmith products
2013 Switzerland Strategic consulting Banking & Finance Wealth management
2012 France Sell-side Energy – Downstream Supply of special batteries
2012 Switzerland Sell-side Services B2B Inspection and certification of imports and exports of miscellaneous goods on behalf of Customs
2012 Switzerland Sell-side B2C Luxury car hire
2011 Germany Buy-side Equipment Luxury mobile phones
2011 France Strategic consulting Insurance P&C insurance broker in Monaco and Africa
2011 Switzerland Buy-side Defence Simulators and embedded electronic systems for infantry combat troops
2010 United Kingdom Sell-side Services B2B Administrative management of expatriate staff on behalf of multinationals
2010 Switzerland Sell-side B2C Design, manufacture and marketing of stabilized plants
2010 Switzerland Sell-side Services B2B Relocation – Housing search service for expatriate staff of international companies and organizations
2010 Switzerland Sell-side Watchmaking Design, assembly and marketing of watches
2010 Switzerland Sell-side Art Contemporary art gallery chain
2010 Switzerland Valuation Art Contemporary art gallery chain
2009 France Sell-side Biotechnology Research laboratory specialising in generic products, reformulation and sales of molecules
2009 Switzerland Buy-side Air conditioning Installation and maintenance of air-conditioning systems for companies, administrations, hotels and restaurants
2009 Switzerland Buy-side Air conditioning Installation and maintenance of air-conditioning systems for companies, administrations, hotels and restaurants
2009 Switzerland Sell-side Defence Production of critical parts for the military and civil aeronautics industry
2008 Algeria Sell-side Food Production and marketing of margarines and other fatty products
2008 Switzerland Sell-side Transport Management of a fleet of containers for the rail transport of dangerous products
2008 Switzerland Buy-side Air conditioning Installation and maintenance of air-conditioning systems for companies, administrations, hotels and restaurants
2008 Switzerland Sell-side Services B2B Relocation – Housing search service for expatriate staff of international companies and organizations
2008 Switzerland Sell-side Services B2B Relocation – Housing search service for expatriate staff of international companies and organizations
2008 Turkey Strategic consulting Construction Engineering and construction of civil engineering works, housing and various military infrastructures
2007 France Sell-side Retail trade Distribution of video projectors, plasma and LCD screens
2007 France Buy-side Insurance Polish broker of life insurance products
2007 France Strategic consulting Equipment Development opportunity in Spain in the sector of seats for the railway industry
2007 United Kingdom Sell-side B2C Trading and distribution of mobile phones
2007 Switzerland Sell-side Services B2B Relocation – Housing search service for expatriate staff of international companies and organizations
2007 Switzerland Sell-side Contingent workforce Recruitment and Placement of Electricians
2007 Switzerland Strategic consulting Services B2B Inspection and certification of imports and exports of miscellaneous goods on behalf of Customs
2006 Spain Sell-side Biotechnology Food analysis laboratory
2006 Switzerland Sell-side Insurance Assistance to people in difficulty during their travels
2005 France Sell-side Mechanical Engin. Design, production and marketing of nuts
2005 Switzerland Sell-side Insurance Broker of private insurance and individual pension products
2004 United Kingdom Sell-side Services B2B Outplacement – Career Transition Consulting for Executives
2003 Switzerland Sell-side Hospitaliy Alpine 4* hotel
2003 France Sell-side Equipment Design, production and marketing of seats for the railway industry
2003 Germany Valuation Services B2B Outplacement – Career Transition Consulting for Executives
2002 France Sell-side Waste management Recovery and resale of scrap metal
2002 Switzerland Sell-side Services B2B Graphics and design of high-security features for banknotes, passports and other value documents
2002 Switzerland Sell-side Services B2B Outplacement – Career Transition Consulting for Executives
2002 Switzerland Sell-side Retail trade Musical instruments department of a chain of record stores
2002 Switzerland Strategic consulting Contingent workforce Recruitment and Placement of Electricians
2002 Switzerland Sell-side Retail trade Chain of record stores
2001 Switzerland Sell-side Hospitaliy Alpine 3* hotel
2001 France Valuation Retail trade Design, manufacture and marketing of footwear
2001 Switzerland Sell-side Defence Production of critical parts for the military and civil aeronautics industry
2001 Spain Valuation Food Production and marketing of top-of-the-range cork stoppers for high-quality wines
2000 Switzerland Sell-side Watchmaking Design, manufacture and marketing of luxury watches
2000 Switzerland Sell-side Hospitaliy Premises of a 4* hotel
2000 Switzerland Buy-side Hospitaliy A chain of six 5* Luxury hotels
2000 Switzerland Buy-side Retail trade Chain of record stores
2000 Switzerland Valuation Services B2B Consulting
1999 Switzerland Valuation Insurance Broker in insurance products for automobile risk
1999 Switzerland Sell-side Banking & Finance Trading of interest rate and foreign exchange options
1999 France Sell-side Cosmetics Design, production and marketing of fragrances for industrial use
1999 Switzerland Sell-side Food Production and marketing of top-of-the-range cork stoppers for high-quality wines
1999 Switzerland Sell-side Hospitaliy Management of a 5* Luxury hotel
1998 Italy Strategic consulting Media Operation of a television station in the Republic of San Marino
1998 Switzerland Valuation B2C Technological services for the electronic transmission of photographs
1998 Switzerland Valuation B2C Design, production and marketing of electro-stimulators
1998 Switzerland Strategic consulting Hospitaliy  A 5* Luxury hotel
1997 France Strategic consulting Biotechnology R&D, production and marketing of a consumer cosmetic product
1997 France Sell-side Automobile R&D, production and marketing of Formula 1 engines, automotive and aeronautical components
1996 France Buy-side B2C Design, production and marketing of luxury leather goods
1996 Italy Strategic consulting Construction Participation in tender for the construction of a gas pipeline in Hungary
1995 Switzerland Valuation Biotechnology Chain of medical analysis laboratories
1995 Germany Buy-side Retail trade Chain of luxury food stores in airports and cities