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Create customized strategies to address your unique banking and investment needs.
Engage with experienced professionals to guide your financial decisions and planning.
Pinpoint potential financial risks and opportunities to maximize your returns and minimize losses.
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
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).
Confidentially prepare the sale, approach strategic and financial buyers, manage auctions and obtain optimal exit terms.
Target screening, bid strategy, valuation, negotiation and transaction execution on behalf of acquirers.
Bridge financing, structured debt or syndicated facilities at competitive rates and flexible collateral packages.
Integration planning, synergies capture, governance, HR alignment and reporting harmonisation.
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.
Free Cash Flow forecasting, terminal value & sensitivity to WACC.
Market multiples & sector comps for relative valuation.
Leverage structuring, investor IRR scenarios and debt sizing.
Revenue & cost synergy quantification and integration cost modelling.
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.
Amortizing structures with or without collateral; multi-currency options for cross-border deals.
Short-term liquidity to close quickly while arranging long-term facilities.
Deferred or PIK interest to reduce near-term cashflow pressure and support growth.
Coordinate strategic equity partners or private equity syndicates for larger transactions.
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.
Confidential discussions, NDA, preliminary data request and indicative valuation.
Due diligence, management meetings and draft terms negotiation.
Finalize financing, legal documentation and shareholder approvals.
Sign, close and transition to post-merger integration (PMI).
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.
Buyer | [Buyer Name] |
Seller | [Seller Name] |
Transaction Type | Asset / Share Purchase |
Purchase Price | € [amount] (subject to adjustments) |
Consideration | Cash / Stock / Mixed & Earn-out |
Conditions Precedent | Regulatory approvals, due diligence, financing |
Closing Mechanics | Escrow, settlement agent & payment instructions |
This is an illustrative summary. The final SPA / APA will include detailed representations & warranties, indemnities, conditions precedent and closing mechanics.
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.
Establish a central PMO, responsibilities, timelines and governance.
Retain key talent, harmonise compensation and communicate changes transparently.
IT rationalisation, ERP alignment and reporting consolidation.
Quantify synergies, set targets and monitor capture over time.
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.
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.
Co-ordinated multiple acquisitions, SPV setup in Luxembourg for holding structure, and optimised tax & financing across jurisdictions.
Controlled outreach, limited disclosure and confidential bid management to protect business operations and stakeholder interests.
Legal and structuring expertise leveraging Luxembourg frameworks for cross-border holding and confidentiality where appropriate and lawful.
Access to debt syndication, mezzanine and equity partners to ensure financing certainty and flexible capital solutions.
Pragmatic PMI frameworks focused on rapid synergy capture and frictionless operational alignment.
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 Advisory | Retainer + success fee (percentage of sale price) |
Buy-Side Advisory | Project fee + success / completion fee |
Financing Arrangement | Arrangement fees, syndication fees and facility margins (disclosed upfront) |
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.