Corporate Finance: Case Study

Advised a Luxembourg private bank on its merger with the wealth management activities of a financial services group

PwC acted as strategic consultant and exclusive M&A Advisor

After PwC Consulting carried out a strategic review of the Bank, PwC CF assisted the Bank in executing the right transaction to turn the recommendations of the strategic review into reality.

PwC services

• Based on the considerations of the strategic review, PwC identified several suitable partners for the bank with the target as the best fit with the bank’s strategy, culture and values.
• PwC advised the bank throughout its negotiations with the partner including shareholding restructuring, valuations, deal structuring and deal documentation.
• PwC also assisted the bank throughout the due diligence process and during the creation of a business plan for the combined entity including assessment of potential synergies between the two groups.