Outsourced M&A execution

M&A execution support

The intensive phases of a process - preparing materials, analyses, Q&A, coordinating advisors - concentrate the workload into a few weeks. jmp advisory gives investment banks, M&A boutiques and funds an immediately available execution capacity, without permanent overhead.

The Grand Palais, Paris
Paris - Grand Palais
Scope

What the engagement covers

Pitches and pitch decks

Preparation of business development materials and commercial proposals for your mandates

Financial analysis and business valuation

Models, performance analyses, valuation work, financial presentations and committee materials

Transaction materials

Teasers, Information Memoranda, management presentations, one-pagers

Process management

Timetable, tracking of interactions, Q&A management, data room organisation

Advisor coordination

Interface with VDD teams, lawyers and experts throughout the transaction

Engagement models

Direct or white-label

White-label

Work delivered under your templates, your standards and your identity, in full confidentiality towards your clients. Systematic NDA.

Embedded support

Direct integration into your teams and your existing processes, on a mandate or on a specific phase of the transaction.

One-off or ongoing

A targeted assignment on one deliverable, extra capacity during a peak, or ongoing support across several months and several mandates.

✦ AI as an accelerator, the expert in charge
ChatGPT (OpenAI) Claude (Anthropic) Rogo Grasp
References

Execution proven on real mandates

Auxine Partners - mandates in parallel

Execution of several M&A mandates in parallel for Auxine Partners, a Paris-based M&A boutique: financial analyses, valuations, transaction materials and process management, notably in Business Services

Malherbe - acquisition by GEODIS

Data room management, Q&A management and process execution support on a transport & logistics transaction involving more than 3,000 employees

Buy-side M&A support for a CFO

M&A support to the CFO of Locala, a digital advertising company: analysis of acquisition targets and inbound opportunities, preparation of investment decisions

Auxine Partners
Four mandates and nine pitches since its launch
Groupe Malherbe
Sale to GEODIS, at Edmond de Rothschild
Locala
External growth, alongside the CFO

Case study - Structuring the execution of an M&A boutique →

Case study - Buy-side M&A support to Locala’s CFO →

The transactions listed are public. The roles described reflect personal scope of work within the teams involved or through jmp advisory.

What the client says

“Jérôme supported us on commercial pitches and I can only warmly recommend working with him if you are embarking on an M&A transaction. From the outset, he scoped the assignment with real rigour. His technical expertise and commitment are impressive […]”

Olivier Croce
Olivier CrocePartner, Auxine Partners - translated from French

Why outsource execution?

Outsourced support absorbs workload peaks without hiring, secures the deliverables of critical phases and keeps costs variable - with a possible start within 24 to 48 hours.

Discuss your needs →
FAQ

Frequently asked questions about execution support

How does white-label work?

I work under your templates, your standards and your name. Your client does not see me unless you decide otherwise. A confidentiality agreement covers each mandate, and no client served white-label is ever named anywhere.

Which deliverables do you take on?

Pitches and proposals, teasers, Information Memoranda, management presentations, valuation models and financial analysis, data room set-up, Q&A management, coordination of advisors. On one deliverable, or across the whole mandate.

How fast can you start?

Within 24 to 48 hours on a live mandate, the time it takes to read the file. A quote fixes the scope, the timetable and the price before work starts.

Do you work on several mandates at once?

Yes, that is the usual mode with a boutique: several mandates at different stages, each with its own timetable. Conflicts are checked before every engagement: never two opposing parties on the same transaction.

How are your fees set on a mandate?

A fixed fee per deliverable, a monthly retainer over the life of the mandate, or a share of the mandate’s success fee: the mode is set in the quote, according to what your mandate provides.

Contact

A mandate to execute, a team to reinforce?

Describe your need in full confidence: I will come back to you within 24 hours with a suitable engagement model and a quote.

Get in touch