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Business Context

The client was a well-established, family-owned jewelry manufacturing company with a long operational history and strong technical know-how. The shareholders decided to pursue a strategic sale of the company as part of a broader succession and long-term business strategy.

Despite solid fundamentals, the company was not transaction-ready:

• processes were not formally documented,
• financial data required structuring and normalization,
• operational risks were not clearly articulated,
• there was no structured Data Room or M&A narrative prepared for investors.

The objective was to prepare the company for sale, maximize transaction value, and safely execute the M&A process from start to finish.

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Phase 1 — Pre-Deal Preparation

I led the entire preparation phase, working closely with the shareholders to make the company fully transaction-ready.

Key activities included:

• defining the optimal transaction structure and exit scenario,
• conducting a financial and operational review,
• normalizing financial data and clarifying cost and margin structures,
• identifying operational, legal, and organizational risks,
• structuring and preparing a Virtual Data Room,
• organizing key corporate, financial, operational, and HR documentation,
• preparing the business narrative and materials for potential buyers.

This phase significantly reduced investor risk perception and positioned the company as a transparent, professionally managed organization.

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Phase 2 — Negotiations and Deal Structuring

During the negotiation phase, I acted as the primary advisor and coordinator, supporting the client across all commercial discussions.

Responsibilities included:

• supporting management in discussions with potential buyers,
• structuring commercial terms and transaction logic,
• preparing and reviewing key deal assumptions,
• managing information flow during due diligence,
• coordinating discussions between shareholders, buyers, and advisors,
• supporting negotiations of valuation, payment mechanisms, and key conditions.

The focus was on protecting the seller’s interests while maintaining deal momentum.

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Phase 3 — Legal and Financial Advisory Coordination

The transaction was executed in close cooperation with external legal and accounting advisors.

I coordinated and supported:

• legal advisors during SPA negotiations,
• accountants and financial advisors during financial and tax verification,
• alignment between commercial terms and legal documentation,
• clarification of risks, warranties, and post-closing obligations.

This ensured that the transaction structure was legally sound, financially secure, and aligned with the client’s strategic goals.

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Phase 4 — Transaction Closing

I supported the client through the final stages of the transaction, including:

• alignment on final contractual terms,
• preparation for signing and closing,
• coordination of closing conditions,
• support during ownership transfer and formal procedures,
• post-closing support to ensure operational continuity.

The transaction was successfully closed within the agreed timeline and valuation assumptions, with full protection of the seller’s interests.

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Results

• Successful sale of a jewelry manufacturing company through an M&A transaction
• Well-structured, investor-ready organization
• Reduced transaction risk and smoother due diligence
• Secure legal and financial execution
• Full end-to-end advisory support from preparation to closing

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Key Takeaways

• Proper pre-deal preparation significantly increases transaction value
• Structured processes and clear documentation shorten due diligence
• Strong coordination between business, legal, and financial advisors is critical
• End-to-end transaction leadership reduces risk for shareholders