Sell-Side Advisory
FOR OWNERS, SHAREHOLDERS AND FAMILY BUSINESSES
We support business owners and shareholders who are considering the full or partial sale of their company, the entry of an industrial or financial partner, or a growth strategy involving a public listing.
Our role is to help ownership understand the available options, prepare the company for market engagement and identify the partner most aligned with the owner's vision. We prioritise the quality of the counterpart over the speed of the transaction, with a selective, confidential and relationship-driven approach.
Pre-deal
Preparing the company for the transaction
At this stage, we assist the owners with the preliminary assessment of the transaction and with preparing the company for the sale or flotation process.
We do not simply prepare documents: we work on the investment narrative, on the company's positioning, on brand quality, on growth drivers and on the elements that can make it genuinely attractive to the most aligned investors.
Key activities include:
Strategic analysis of the business and competitive positioning. Assessment of available options: sale, organic growth, capital opening, industrial or financial partnership. Definition of ownership's industrial, financial and personal objectives. Support in building or revising the business plan. Preliminary company valuation and identification of key value drivers. Identification of areas for improvement before market entry. Preparing the company for engagement with potential investors or buyers.
Deal execution
Process management and partner search
Once the strategy is defined, we guide ownership through the orderly and confidential management of the process, from counterpart selection through to negotiation and closing.
At this stage our objective is not solely to maximise price, but to evaluate the transaction in its entirety: partner quality, industrial vision, governance, business continuity, strategic alignment and medium to long-term potential.
Key activities include:
Identification and selection of potential investors, industrial partners or buyers. Preparation of information materials and opportunity profile. Transaction timeline management. Coordination of legal, tax, accounting and financial advisors. Support in data room organisation. Management of interactions and Q&A with selected counterparts. Collection, analysis and comparison of offers. Support in negotiating key economic and industrial terms. Assistance through to closing.
Post-deal
Support after the transaction
Following the closing, Wellington can continue to support the owners, the company or the new investors during the integration, governance and development phases.
We remain involved when continuity requires dialogue between parties and the ability to translate the transaction rationale into concrete operational priorities.
Key activities include:
Support for dialogue between owner, investors and corporate bodies. Assistance in defining post-transaction priorities. Governance support and relationship management with the new partner. Board or advisory board participation, if requested. Strategic support during the post-transaction industrial development phase.
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