Our Services
Our mission is to empower businesses with strategic insights and create significant value at every stage of their journey. With a combined track record of more than three decades in buy- and sell-side M&A, fundraising, IPOs, and comprehensive corporate finance advisory, we deliver truly independent, top-tier services. Our approach blends this extensive experience with an entrepreneurial edge, providing tailored, actionable guidance for your business in decisive financial moments.
INVIN advises and supports public and private corporations, entrepreneurs, financial sponsors, shareholders, foundations, government entities, and private individuals across industries.
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Whether you're navigating complex transactions, seeking growth capital, or planning an exit, our commitment is to deliver excellence and elevate your business to new heights.
M&A Advisory
Expert sell-side and buy-side M&A advisory services for public and private organizations ranging from startups to large corporations across Switzerland and Europe, across various industries.
Leveraging our extensive experience and a vast network, we meticulously manage and execute each transaction phase.
From conducting precise company valuations and creating impactful marketing materials to guiding the entire process, contacting and managing investors and engaging in contract negotiations, our aim is to ensure a seamless and successful transaction experience.
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Key offering:
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Public and private transactions
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Sell-side and buy-side M&A
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Disposals and carve-outs
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Joint ventures and strategic alliances
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Valuations and fairness opinions
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M&A strategy and exit readiness assessment
Fundraising Support
Comprehensive fundraising assistance to startups and more established enterprises across a spectrum of sectors, from growth funding to pre-IPO cross-over rounds.
Utilizing our extensive investor network and in-depth expertise, we guide startups throughout the fundraising journey.
Our support includes crafting compelling marketing materials, establishing valuation benchmarks, coaching founders on their pitches, steering the fundraising process, engaging with potential investors, and negotiating favorable term sheets and investment agreements, to secure the capital necessary for their vision to flourish.
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Key offering:
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Growth capital fundraising for startups
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Equity private placements for established cooperations
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Cross-over financing rounds prior to IPO
Valuation / Business Planning / Strategy Development
Development of unique and compelling equity stories as well as detailed bottom-up business plans reflecting the full potential of the business and accurate valuations for succession and exit planning.
Our approach is holistic, focusing not only on current valuation metrics but also on identifying operational and organizational enhancements to augment long-term value.
We guide companies through scenario planning, financial forecasting, and market analysis to ensure their business plans are resilient and investor-ready. Leveraging our deep industry insight, we support with formulating strategies that highlight value creation opportunities, positioning our clients for successful transitions and maximized returns.
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Key offering:
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Equity story development
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Strategy development
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Business plan development
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Valuation and fairness opinions
IPO / Spin-off Preparation and Execution Coordination
Extensive advisory services in relation to a contemplated IPO or spin-off.
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We competently guide you from an initial going public readiness assessment, a holistic IPO or spin-off preparation support to leading the IPO banks throughout the execution process with the goal to achieving the optimal pricing as well as winning the optimal investor base.
Key offering:
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IPO / spin-off / capital markets readiness assessment
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Teach-ins/ workshops about all aspects of an IPO and being a public company
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IPO / spin-off preparation (incl. strategic, organizational and financial topics)
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IPO / spin-off execution coordination (incl. hiring of banks, process coordination, increasing valuation transparency, expert advice on price range setting, price setting and share allocation)
Dual Track Preparation and Execution Coordination
The simultaneous pursuit of an IPO and a sale holds various potential conflicts of interests and requires close and truly independent coordination and execution.
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We professionally support you with an initial dual track readiness assessment and our experienced advise on the optimal dual track process design as well as closely manage the various potential conflicts of interests of shareholders, the management team and banks. We ensure an optimal transaction outcome as a truly independent financial advisor.
Key offering:
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Readiness assessment of the various exit tracks
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Definition of the tailored dual track process
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Dual track preparation (incl. strategic, organizational and financial topics as well as definition of key decision criteria and decision points)
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Dual track execution coordination (incl. hiring of banks, alignment of tracks, alignment of incentivization)
Capital Structure / Financing / Shareholder Dialogue
Broad support of corporates in relation to private and public equity as well as debt financings, establishing the optimal capital allocation strategy and preparing defense readiness.
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Building on our wealth of experience of working with publicly listed companies, we support our clients in value creation by creating the optimal capital structure and allocation strategies, being prepared for outside approaches by shareholders or buyers and continuously holding a close and professional dialogue with shareholders.
Key offering:
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Capital allocation strategies (incl. dividend policy, share buybacks, capital structure)
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Equity/ equity-linked financings as well as debt financings (e.g. bank financing, bond issuance)
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Acquisition financing
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Defense readiness and shareholder activism support
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Shareholder/investor dialogue