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At Joint Shares, we are committed to delivering secure, compliant, and client-focused financial services—from personal lending to institutional investments

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+352-698-555-193
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[email protected]
Work Process

Our Solution Process

01
Analyze Your Financial Challenges

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02
Develop Tailored Financial Solutions

Create customized strategies to address your unique banking and investment needs.

03
Consultation with Banking & Investment Experts

Engage with experienced professionals to guide your financial decisions and planning.

04
Identify Key Risks and Opportunities

Pinpoint potential financial risks and opportunities to maximize your returns and minimize losses.

Merger & Acquisition Advisory

Joint Shares Investment Holdings (JS) delivers discreet, end-to-end M&A advisory — from target screening and valuation to negotiation, financing and post-merger integration. Based in Luxembourg, we combine continental legal sophistication, global financing capabilities and strict client confidentiality to help buyers and sellers achieve superior outcomes.

Company: Joint Shares Investment Holdings (JS) • Email: [email protected] • Phone: +352-698-555-193 • Location: Luxembourg

Request Confidential Consultation View M&A Capabilities

Comprehensive M&A Services

JS provides a full spectrum of M&A services tailored to the deal size and complexity: target identification and approach, valuation and financial modelling, due diligence coordination, negotiation and deal execution, financing and syndication, regulatory liaison, and post-merger integration (PMI).

Sell-Side Advisory

Confidentially prepare the sale, approach strategic and financial buyers, manage auctions and obtain optimal exit terms.

Buy-Side Advisory

Target screening, bid strategy, valuation, negotiation and transaction execution on behalf of acquirers.

Deal Financing

Bridge financing, structured debt or syndicated facilities at competitive rates and flexible collateral packages.

Post-Merger Integration

Integration planning, synergies capture, governance, HR alignment and reporting harmonisation.

Our Deal Flow — Structured & Discreet

  1. Confidential Intake: initial non-disclosure and high-level briefing.
  2. Strategy & Targeting: buy-side target lists or sell-side positioning and valuation prep.
  3. Approach & Negotiation: discreet outreach, management of interactions, and bid management.
  4. Due Diligence & Terms: coordinate financial, legal, tax, compliance and commercial due diligence.
  5. Financing & Close: arrange bridge or term financing, sign docs, manage settlement.
  6. Post-Close Integration: synergy tracking, KPI rollout and governance setup.

Valuation & Financial Modelling

We provide DCF, comparable transactions, precedent transactions and LBO modelling depending on buyer type and transaction structure. Our models are scenario-enabled and support sensitivity analysis for price negotiation and financing structuring.

DCF

Free Cash Flow forecasting, terminal value & sensitivity to WACC.

Comparables

Market multiples & sector comps for relative valuation.

LBO

Leverage structuring, investor IRR scenarios and debt sizing.

Synergy Assessment

Revenue & cost synergy quantification and integration cost modelling.

Implied EV/Revenue
Implied EV/EBITDA
Required Equity (est.)

Deal Structuring & Financing

We structure deals with flexibility to meet buyer/seller preferences: cash deals, stock deals, earn-outs, seller financing, vendor bridges, and leverage. Financing solutions include senior term loans, mezzanine, bridge facilities and equity syndication — structured to fit regulatory and tax efficiency objectives.

Senior Term Debt

Amortizing structures with or without collateral; multi-currency options for cross-border deals.

Bridge & Interim Finance

Short-term liquidity to close quickly while arranging long-term facilities.

Mezzanine & Subordinated

Deferred or PIK interest to reduce near-term cashflow pressure and support growth.

Equity & Syndication

Coordinate strategic equity partners or private equity syndicates for larger transactions.

Regulatory & Tax Considerations

Cross-border M&A requires careful navigation of competition law, foreign investment control regimes, tax structuring, and employment law. JS coordinates local counsel and tax advisors to align deal strategy with regulatory feasibility and tax optimisation while maintaining high compliance standards.

Key checkpoints

  • Merger control / antitrust filings
  • Foreign investment / national security clearances
  • Tax structuring (transfer pricing, withholding, VAT)
  • Employment & collective bargaining considerations
  • Data privacy & cross-border data transfers (GDPR considerations)

Comprehensive Due Diligence Checklist

Financial Due Diligence

  • Historical audited financials and management accounts
  • Revenue breakdown and customer concentration analysis
  • Working capital review and normalized EBITDA adjustments
  • Debt schedule and off-balance sheet items
  • Forecasts, budgets and sensitivity analysis

Commercial Due Diligence

  • Market sizing and competitive landscape
  • Customer contracts and retention metrics
  • Pricing, margin analysis and go-to-market model
  • Key supplier agreements and concentration
  • SWOT and synergies validation

Legal & Compliance

  • Corporate registry, cap table & shareholder agreements
  • Material contracts, leases, and litigation review
  • IP ownership, licensing and assignment status
  • Employment contracts, benefits and union arrangements
  • Regulatory licences and compliance history

Technology & IP

  • Software ownership, open-source dependencies and licences
  • Cybersecurity posture and past incidents
  • Data privacy compliance and cross-border data flows
  • IP valuation, patents and pending registrations

Typical M&A Timeline

Week 0–2

Confidential discussions, NDA, preliminary data request and indicative valuation.

Week 2–6

Due diligence, management meetings and draft terms negotiation.

Week 6–10

Finalize financing, legal documentation and shareholder approvals.

Week 10+

Sign, close and transition to post-merger integration (PMI).

Secure Virtual Deal-Room & Document Upload

Use our encrypted virtual deal-room to safely exchange confidential documents with restricted access. Below is a simplified upload area for initial documents — for larger deals we provision a private, role-based data room with audit logs.

Request Private Data Room

Uploads are encrypted and stored under Luxembourg privacy frameworks; we do not share documents without explicit instruction and legal basis.

Negotiation, Term Sheets & Closing Mechanics

Indicative Term Sheet (Illustrative)

Buyer[Buyer Name]
Seller[Seller Name]
Transaction TypeAsset / Share Purchase
Purchase Price€ [amount] (subject to adjustments)
ConsiderationCash / Stock / Mixed & Earn-out
Conditions PrecedentRegulatory approvals, due diligence, financing
Closing MechanicsEscrow, settlement agent & payment instructions

This is an illustrative summary. The final SPA / APA will include detailed representations & warranties, indemnities, conditions precedent and closing mechanics.

Post-Merger Integration (PMI)

Realising the value of an acquisition requires careful integration. JS supports integration planning from day one — operating model design, synergy capture, retention plans, systems integration and KPI dashboarding.

Integration Office Setup (PMO)

Establish a central PMO, responsibilities, timelines and governance.

People & Culture

Retain key talent, harmonise compensation and communicate changes transparently.

Systems & Processes

IT rationalisation, ERP alignment and reporting consolidation.

Synergy Tracking

Quantify synergies, set targets and monitor capture over time.

Representative M&A Case Studies

Technology Platform — Strategic Acquisition (€85M)

Advised the buyer on target screening, valuation, and negotiated an earn-out linked to customer retention. Structured financing included bridge debt and subsequent syndication to term lenders.

Outcome:
  • Closed in 10 weeks via discreet approach to strategic buyers
  • Earn-out aligned management incentives and reduced initial cash requirement
  • Integration plan preserved product roadmap and customer success teams

Regional Retail Chain — Bolt-on Acquisition (€18M)

Sell-side advisory to a family-owned chain. Managed auction process and tax-efficient sale to a trade buyer with minimal disruption to store operations.

Outcome:
  • Achieved premium price through competitive bids
  • Structured deferred vendor consideration linked to store performance
  • Handled employment transitions smoothly with local counsel

Cross-Border Consolidation — Multi-Entity Roll-up (€120M)

Co-ordinated multiple acquisitions, SPV setup in Luxembourg for holding structure, and optimised tax & financing across jurisdictions.

Outcome:
  • Consolidated entities under a single holding with streamlined reporting
  • Secured syndicated facility to refinance and support growth
  • Captured significant procurement synergies post-integration

Discreet Execution

Controlled outreach, limited disclosure and confidential bid management to protect business operations and stakeholder interests.

Luxembourg Base

Legal and structuring expertise leveraging Luxembourg frameworks for cross-border holding and confidentiality where appropriate and lawful.

Global Financing

Access to debt syndication, mezzanine and equity partners to ensure financing certainty and flexible capital solutions.

Integration Expertise

Pragmatic PMI frameworks focused on rapid synergy capture and frictionless operational alignment.

Engagement Models & Fees (Illustrative)

Fees are tailored to the deal complexity and client needs. Typical models include fixed retainers plus success fees, success-only models for certain sell-side engagements, or blended advisory and financing fees for integrated transactions.

Service Common Fee Structure
Sell-Side AdvisoryRetainer + success fee (percentage of sale price)
Buy-Side AdvisoryProject fee + success / completion fee
Financing ArrangementArrangement fees, syndication fees and facility margins (disclosed upfront)

Frequently Asked Questions — M&A

How do you ensure confidentiality?
We use NDAs, limited-impression teasers, controlled data rooms, and staged disclosure. We also advise on communications plans and regulatory notifications to minimise leaks and market disruption.
Can you source financing to back an acquisition?
Yes — JS arranges bridge financing, senior debt, mezzanine and can coordinate equity partners. We provide indicative financing commitments to support bids where appropriate.
How long does a typical M&A transaction take?
Simple transactions can complete in 6–10 weeks. Complex cross-border deals, auctions or regulated sectors may take 3–6 months or longer depending on regulatory approvals and financing.
Do you work with private equity sponsors?
Yes — we advise both trade and financial buyers, including private equity funds, family offices and corporates. We focus on alignment of return expectations, exit planning and financing structure.

Start a Confidential M&A Conversation

Contact Joint Shares Investment Holdings for a confidential, non-binding strategy session. We'll assign a senior advisor and prepare a tailored approach and indicative engagement plan.

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