The Information Memorandum of a €55m MBO
- Client
- Groupe Betem - engineering consultancy
- Transaction
- MBO with a minority investment by Parquest Capital
- Role
- Information Memorandum and Management Presentation
- Counterparts
- CFO and M&A advisor
- Status
- Completed - publicly announced
An ownership transition to document to competitive process standards
Groupe Betem, a multidisciplinary engineering consultancy with approximately €55m of revenue, was preparing the transition of its ownership: an MBO backed by a minority investment from Parquest Capital. The transaction required complete investor materials - an Information Memorandum, then a Management Presentation - within a tight process timeline and without drawing further on internal teams.
What was produced
- Framing of the equity story with the CFO: messages, supporting evidence and information hierarchy
- Production of the full Information Memorandum - market, activities, organisation, subsidiaries and financials
- Production of the Management Presentation for phase 2 investor meetings
- Direct iterations with the CFO and the M&A advisor through to the distributed versions
Materials used in a live process, through to closing
The materials supported the process that led to Parquest Capital's investment in Groupe Betem - public announcement.
"[…] The final document is not only complete and well structured, it also reflects a thorough understanding of our needs and objectives."
What this case illustrates
The complete documentation of a mid-market transaction, produced in direct contact with the CFO and the advisor - the core of the Information Memorandum service.
Client quotes were originally given in French and translated for this page.
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