La Compagnie Benjamin de Rothschild
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Corporate Advisory Services - Strategic and Financial advisory

Actively supporting entrepreneurship and the spirit of innovation

We stand alongside entrepreneurs throughout their company’s lifecycle to assist them in expanding their business efficiently and on a sustained basis – in their development plans (strategy, positioning and financing), in their growth plans (acquisition, international expansion and new product development), and in managing their own success (corporate governance, financing, shareholder structures, and IPOs).

We also stand alongside company managers and shareholders to advise them in their strategic development decisions (reviews of their existing portfolios, appraisal, strategic positioning and due diligence) and financial decision (fundraising, total or partial stock sales). Our multi-disciplinary teams have the talent and expertise to respond to our client’s special requirements. As independent advisors, we strive to defend our clients’ interests and to build a relationship of trust with them that lasts and that respects our traditions.

Innovative companies

Are you an entrepreneur with plans to expand your company? As an independent financial advisor, we guide you through the key phases of expansion. We place special importance on building a long-lasting, transparent relationship of trust with our clients. We strive to defend your interests and to make our expertise, talent and innovative capacities available to you, in offering you tailored solutions that meet your needs.

Our services include designing a development strategy for your company, drawing up a business plan, devising a financing strategy, appraising the value of your company and assisting in raising funds.

We have developed a special range of services for cleantech companies in partnership with BeCitizen, a top-tier French environmental strategy consultancy.

Industrial and financial companies

Do you run a company with plans to expand? Are you looking into an acquisition? Are you a company shareholder who wants to enhance the value of your investment, or obtain an outside opinion on the company’s expansion strategy? We guide you through these key growth phases as an independent financial advisory and, as such, we strive to defend your interests and to make our expertise, talent and innovative capacities available to you, by offering you tailored solutions that meet your needs.

Our services include company valuation, project portfolio valuation, due diligence (coordination and financial due diligence), financing strategy, and assistance in raising funds.

We have developed special services in new technologies and environmental projects in partnership with BeCitizen, a top-tier French environmental strategy consultancy.