Complex transactions require precise planning and execution, particularly when one transaction directly supports another. Act’s AG showcased its expertise by facilitating the sale of a commercial property to finance the acquisition of a company in the industrial metal coating sector. The process combined real estate expertise with strategic financial structuring to achieve a timely and seamless outcome.
Background
The project involved selling a key commercial property to secure financing for a corporate acquisition. Key details included:
- Headquarters: Switzerland
- Sector: Industrial/Metal Coating
- Structure: Joint-stock company
- Employees: 50
- Property Value: Approx. CHF 15 million
Objectives
The primary goals of this project were:
- Sell the commercial property through an Asset Deal to generate funds.
- Facilitate the acquisition of the target company via a structured Share Deal.
- Ensure compliance with financial, legal, and tax frameworks throughout the process.
Our Role
We were tasked with navigating both the property sale and the corporate acquisition, which involved:
- Identifying and engaging a suitable buyer for the property.
- Preparing all necessary documentation for both the property sale and company acquisition.
- Structuring the transaction to align with legal, tax, and financial requirements.
- Supporting negotiations through to successful closure of both transactions.
Execution
Given the interdependence of the property sale and the company acquisition, Acts implemented a coordinated and time-sensitive strategy:
- Timeline: 4 months
- Key Steps:
- Conducted a comprehensive market analysis to accurately value the property.
- Leveraged its network to quickly identify a buyer, resulting in a sale to a real estate foundation.
- Structured the financing and acquisition strategy to meet stakeholder needs while ensuring compliance.
- Provided continuous support throughout negotiations to ensure smooth transitions and timely closures.
Critical Success Factors
- Real Estate Expertise: Accurate valuation and market positioning of the property ensured a swift sale.
- Legal and Tax Knowledge: Comprehensive understanding of regulatory frameworks facilitated seamless execution.
- Financial Structuring: Expert alignment of property sale proceeds with acquisition funding requirements.
- Collaboration: Close coordination with stakeholders ensured all parties’ objectives were met.
This use case highlights our ability to integrate expertise across domains to achieve complex, interlinked goals. The timely sale of the property enabled the company acquisition, demonstrating the value of strategic planning and execution in high-stakes transactions.
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