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OUR OBJECTIVE :OPTIMIZING YOUR TRANSACTION
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OPTIMIZING YOUR TRANSACTION, is bringing added value to you appropriate for
each stage of your project.
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Presentation of Trianon Corporate Finance
References
Our team
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Contact us p.24
Trianon Corporate Finance
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69%
23%
8%
36%
64%
Enterprise Value5 - 70 M€
M&A advisory in France and abroad
▪ 50 completed transactions, including cross-border deals
▪ A comprehensive service offering :
➢ Information Memorandum
➢ Search for counterparts
➢ Dataroom organization
➢ Negotiation, etc.
Leveraged Buy-Out expertise
▪ In-depth knowledge of leveraged arrangements (MBO, OBO,BIMBO, etc.)
▪ Close to almost 100 Private Equity teams
▪ A regular practice of building business plans
Advisory services to managers looking to take over companies
▪ Trianon CF advises managers in their acquisition projects generallyleading to MBI transactions
▪ A database of highly skilled executives regularly updated
All sectors / all geographical areas
50 completedtransactions
Strong expertise in LBO transactions
COMPLETED TRANSACTIONS BY GEOGRAPHY
France
Cross-border
COMPLETED TRANSACTIONS BY TYPE
Sell-side
Buy-side
Advisory to managers / Investors
LBO
Strategic disposal
75%
25%
Assisting managers looking to purchase a company
Time is the enemy of a manager looking to purchase a company: he must put all the chances on his side
and be assisted by a partner to accelerate and secure the process.
Leveraged company takeovers is the specialty of Trianon Corporate Finance.
Thanks to the contrasting perspectives of a Financial Advisor, Entrepreneur and PE Investor, Trianon’s team
offers comprehensive assistance in managing your takeover.
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Spin offs
Spin offs require a great deal of lucidity as to their feasibility and strong cohesion and determination on the
part of the management team. The relationship with the shareholder group is essential in the choice of a
financial partner.
Trianon Corporate Finance benefits from the hands-on experience of its two Associates who have piloted
spin offs either as an Entrepreneur or as an Investor: they know what support the management team will
need to succeed at each step of the transaction.
Trianon Corporate Finance
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Divestitures / company sale
Whether it be a minority or majority transaction, reorganizing the capital of a company has such high
strategic and financial stakes for its shareholders and executives that it is often indispensable to be
accompanied by an M&A specialist. With more than 35 deals over the last 10 years, Trianon Corporate
Finance is recognized as one of the leading boutiques in this field dedicated to small and medium-sized
transactions. The many testimonials of entrepreneurs it has accompanied is a tribute to the professionalism
of its services.
OBO
In an OBO, the quality of the Business Plan and the financial structure of the deal are critical for the success
of the project.
Trianon Corporate Finance has finalized numerous transactions in this area. The long-standing relationships
its team has developed with private equity investors active on this type of operation greatly facilitate the
process.
Trianon Corporate Finance
Secondary LBOs
A management team that has been successful with a first LBO often likes to continue the adventure beyond
the habitual 5 to 6 years that are dedicated to this type of transaction..
In such a case, the shareholder agreements sometimes include a clause providing for a period of time
during which other new private equity funds are approached in view of structuring a new LBO. If this
scenario does not come to fruition, a sale process of 100% of the share capital is then launched.
It is in the interest of both the private equity fund that is selling its shares and the management team, that
this process be piloted by a third party whom they both trust who will assist them in defining a mutually
agreed action plan, in such a way that new investors can be found in an organized way and that
management can benefit from its efficient operational support to structure the secondary LBO.
Thanks to their respective experience and expertise, the associates of Trianon Corporate Finance are good
partners for the PE fund and the management team for managing this process.
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Trianon Corporate Finance
Capital raising
A successful capital raise is not just the result of a convincing business plan. Choosing the best investors for
the future partnership is just as important.
Trianon’s team benefits from a strong financial culture. Its in-depth knowledge of the ecosystem of private
equity funds contributes to its ability to defend the best interests of its clients, not only for optimizing the
terms of the transaction but also in the more qualitative task of choosing financial partners.
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Build-ups
The before and after phases of an acquisition are just as critical to the success of a project as finalizing the
deal itself.
Trianon Corporate Finance’s contribution goes beyond its technical know-how. As shareholder and manager
they have been frequently confronted with the organizational situations of this type of transaction, and
take special care to secure the process by sharing their experience with the shareholders and executives
they advise.
Trianon Corporate Finance
Overseeing portfolio companies
There are times in the life cycle of a company when reinforcing the supervisory Board of a company
becomes essential, whether temporarily or indefinitely.
The management team of Trianon Corporate Finance has extensive experience in representing financial
shareholders within portfolio companies. The company offers this service to entrepreneurs and
shareholders who identify this need for as long as they feel necessary.
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Trianon Corporate Finance
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Socius International network
Founding member of Socius, Trianon Corporate Finance can relyon an extensive network of partners around the world
France U.K. Germany Netherlands
Baltics USA S.E. Asia ChinaLatin America
Trianon Corporate Finance Transactions
Australia
PolandBelgium
Presentation of Trianon Corporate Finance
References
Our team
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Our team
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Before taking over Trianon Corporate Finance with Olivier Platz, Alex was an investor with different types of investment teams: Banque de Vizille, 3i, CDC
Entreprises, Alliance Entreprendre. In this capacity, he has carried out numerous transactions of fundraising and company sales: development capital, LBI,
OBO, Spin-off, acquisitions. Most of the time these operations involved the sale of the majority of the shares of a company.
With close to 30 years of experience in investing, Alex knows the major French players in the sale of small to mid-sized companies well. His good
investment track record has been instrumental in developing strong relationships with these firms. The testimonials of the entrepreneurs he partnered
with as a private equity investor attest to his professionalism and understanding of the challenges faced by these companies. Alex graduated from HEC
and has a diploma from the Société Française des Analystes Financiers.
Alex Marvaldi –Managing Partner
Olivier Platz – Managing Partner
Before joining Trianon Corporate Finance with Alex Marvaldi, Olivier’s career was dedicated to managerial or financial positions within companies. In
2000, at the head of a team of 5 managers, he organized the spin-off of the SEGEX Group, a subsidiary of Vivendi Universal and a leading Paris-area based
player in facilities management for cities and local communities. For the following 10 years, he ran the company whose sales progressed over the period
from 45 M€ to 140 M€.
As CEO of the company, he piloted two successive LBOs in 2006 and in 2010 partnering with 3 private equity funds. During this time he developed solid
experience in strategic growth through acquisitions and in implementing change within a company, and developed sector expertise in the fields of
services and the construction industry.
Olivier graduated from HEC, has a diploma from DESCF and is also a Judge in the Commercial Court of Evry, located just outside Paris.
Jane co-founded Trianon CF after more than 20 years of experience in investment banking. Before Trianon CF, Jane was a partner at the
Financière de Courcelles. She has personally managed and closed over 40 deals in M&A in the small to mid-cap valuation range.
Jane started her career at Chase Manhattan Bank (now JP Morgan Chase) in Paris in the Corporate Finance department. She then joined Marceau
Investissements, where she worked on both M&A transactions as well as private equity deals. She then joined Clinvest, in charge of the healthcare
sector, followed by Banque Worms, where she was M&A and IPO advisor for both private and public companies. Jane has an MBA from INSEAD and a
Bachelor of Arts degree from Georgetown University (Washington DC).
Jane Coblence – Partner Expert
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Our team
After a two-year experience at HSBC as a Commercial Banker, Antoine joined the Trianon Corporate Finance team in January 2017 as anAnalyst.
Antoine has an Advanced Master’s degree in International Financial Analysis from NEOMA BS and a Master’s degree in Corporate Financefrom the Paris Nanterre University (Paris X).
Antoine Courtial – Analyst
After a first experience in auditing at PWC, followed by a position in mergers and acquisitions at Societex Corporate Finance, Mélanyjoined the Trianon Corporate Finance team in September 2016 as an Analyst.
Mélany has a Master’s degree from IAE Nice in Financial Engineering.
Mélany Perd – Analyst
After various experiences in the Large Corporates Center at Commerzbank in Frankfurt, then in Mergers and Acquisitions at Linkers andCM-CIC Conseil, Charles joined the Trianon Corporate Finance team in March 2019 as an Analyst.
Charles graduated from EM Lyon Business School with a MSc in Corporate Finance and has a Master’s degree in Finance from EuropeanBusiness School Paris
Charles Willion – Analyst
Presentation of Trianon Corporate Finance
References
Our team
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Packaging
15
has acquired
Buy-side advisor
has acquired
MEULEMANS(cardboard converting)
Buy-side advisor
Gilles Barbarie,CEO of
has led an,OBO with
Sell-side advisor
Sell-side advisor
has been purchased by its
management
and
has acquired
Buy-side advisor
has acquired
Buy-side advisor
Building
16
has acquired
Sell-side advisor
has acquired
Buy-side advisor
David Nicolas
Sell-side advisor
DK
Développement
has acquired
Philippe Talbot &
Associés
has acquired a majority
stake in
Sell-side advisor
has led a MBI with
Sell-side advisor
have taken a stake in
Sell-side advisor
Urban design
Vivendi SA spin-off
+
5 build-ups
has been purchased by
Peninsular Capital
BNP Paribas
Développement
Xavier Moreau
Sell-side advisor
Industry
17
has taken a stake in
Buy-side advisor
has acquired
Sell-side advisor
has acquired the cable
activity of
Buy-side advisor
has entered the capital of
SPIE Automotive
System
Sell-side advisor
has acquired
Sell-side advisor
A Family Office
has acquired
Sell-side advisor
has been purchased by
Frédéric Brière
Sell-side advisor
have acquired
The management
and private
investors
Sell-side advisor
has been purchased by
two managers
alongside
Sell-side advisor Company advisor
raised bank debt with
Business Services
18
has acquired
Sell-side advisor
have acquired 100% of
its share capital
Sell-side advisor
The majority
managers
Chantal Berdaa,CEO of
Sell-side advisor
has led a secondary
LBO with
Sell-side advisor
& the management
have acquired
has led a secondary LBO
with
Advisor to the
management
and
Buy-side advisor
has acquired
have acquired
Sébastien Haulet,
Buy-side advisor
&
Buy-side advisor
has acquired
Olivier de Fougeroux
Information Technology
19
has acquired a minority
stake in
Sell-side advisor
has acquired
Buy-side advisor
has acquired
Sell-side advisor
has acquired
Advisor to the
management
has acquired
Sell-side advisor
Fashion – Health - Beauty
20
Sell-side advisor
Nissim Israël has sold
through a MBO to
Advisor to the manager
has acquired through a
MBI/OBO
Fabien Mevel
has acquired
Sell-side advisor
has acquired
Sell-side advisor
has acquired
Sell-side advisor
SENIORS CHIC
SAS
has acquired
Sell-side advisor Sell-side advisor
has sold its subsidiary
to
has acquired
Laboratoires
IPECA
Sell-side advisor
has acquired a minority
stake in
Sell-side advisorBuy-side advisor
has acquired
Consumer Products - Distribution
21
has acquired
Buy-side advisor
The founders of
CARAMBELLE
has led an OBO with
Sell-side advisor
has acquired
Buy-side advisor
has acquired
Sell-side advisor
has acquired
Buy-side advisor
have acquired with 2
managers
Buy-side advisor
Initial Public
Offering
of
Adviser to the founder
Editing and Media
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An investor group
has acquired
LE CHENE
D’ANTIN
Sell-side advisor
has acquired
LA SETE
Sell-side advisor
Group DIDOT-
BOTTIN
has acquired
IMES(specialized print house)
Sell-side advisor
Presentation of Trianon Corporate Finance
References
Our team
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Contact us
Alex MARVALDI| Managing PartnerTrianon Corporate Finance
Mergers & Acquisitions | Capital raising15 Bd de la Tour-Maubourg | 75007 Paris | FranceTel : + 33 1 71 18 18 91| Cell : + 33 6 75 13 55 88
Jane COBLENCE| Partner ExpertTrianon Corporate Finance
Mergers & Acquisitions | Capital raising15 Bd de la Tour-Maubourg | 75007 Paris | FranceTel : + 33 1 71 18 18 91| Cell : + 33 6 11 71 77 47
Olivier PLATZ | Managing PartnerTrianon Corporate Finance
Mergers & Acquisitions | Capital raising15 Bd de la Tour-Maubourg | 75007 Paris | FranceTel : + 33 1 71 18 18 91| Cell : + 33 6 15 76 93 59
