Squareness - Financial consulting
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Squareness aims to offer value added financial advisory services to its customers, both corporate and institutional, thanks to a multi-skilled team determined to work with humility and dedication.

 

  • Valuation

  • Transaction Services and Litigation Support

  • Business Modeling and Operational Management

For your accounting purposes, we have a dedicated subsidiary with its own team of specialists: AGILITA

Visit agilita.fr

Our services

Valuation

Our financial valuation dedicated team, managed by Jérôme Fortin, benefits from a large expertise enhanced by multiple and diversified contexts. With prior experiences in investment banking and financial auditing firms, we strive to deliver substantiated and understandable conclusions to all stakeholders, who always have access to a summary report disclosing the methodology leading to the final value and the basis of the key assumptions used in the report.

The frameworks of our interventions are various:

Valuation dedicated to accounting and financial reporting

• Purchase Price Allocation,
• Impairment tests,
• Intangibles assets (trademarks, patents, customer relationships, etc.),
• Share based payments (such as granted shares, shares options)
• Investment portfolio (ie AIFM directive).

Independent valuation in transactional contexts

• Fundraising (pre-money valuation, dilution impact, etc.),
• Reorganization of share capital,
• Portfolio rationalization

Valuation dedicated to tax issues

• Special benefits (management package, additional financial entitlements, etc.)
• Transfers of assets
• Legal or tax restructuring

Case studies

Our services

Transaction Services and Litigation Support

Our Transaction Advisory Services dedicated team, managed by Antoine Sudérie, is here to secure your operations of acquisition or disposal of companies or businesses. Whether it is sell-side, easing the disposal process with a Vendor Due Diligence report, or buy-side, helping you negotiating the acquisition term on the basis of our financial due diligence works, we stand at your side to clear all key issues.

Buy-side:

Due Diligence

On behalf of our corporate or institutional clients, our team takes in charge the identification of all the financial risks linked to the transaction in order to lower post acquisition issues (price adjustments, earn-outs etc.). Depending on your needs our work may be limited to the review of an electronic data room, the analysis of the target’s market or to the single review of its business plan.

Sell-side:

Vendor Due Diligence

Because anticipation is the key in a disposal process, Squareness can take in charge the identification of the risks of the company or business you want to sell as well as the analysis of the historical performance, in order to both produce a Vendor Due Diligence report and anticipate the questions the potential investors may have.

Apart from traditional transactional operations, we also intervene with lawyers for the purpose of pre-litigation or litigation situations, as expert witness or independent expert in the framework of valuation issues (application of a transfer agreement, application of an earn-out clause, etc.) or financial loss issues (contract cancellation, guarantees, etc.).

Case studies

Our services

Business Modeling and Operational Management

Our Business Modeling & Operational Management team, leaded by Emmanuel Rosec, operates in various contexts:

Business plan and/or cash flow modeling

For instance: financial modeling and cash forecast within the framework of take-over bids

Independent Business Review

Revue des prévisions de trésorerie et d'exploitation dans le cadre de mandats amiables ou de procédures collectives

Financial reporting settlement and / or review of the management control

• Set up of a targeted reporting
• Adaptation of the key processes needed
• Automation of production processes

Financial services optimization and internal control review

• Management process of the accounting and financial organization
• Organisational audit of the accounting and financial functions throughout personal interviews
• Target organisational chart
• Definition of the reorganization steps, writing of job descriptions
• Internal process review

Legal and Tax restructuring (financial aspects)

• Simulation of the restructuring impacts (accounting, finance, management, cash flow, forecasts etc.)
• Assets and liabilities carve-outs from an activity or a business unit

Case studies
Case
studies

TEAM

The core values of Squareness are proximity, integrity, technical expertise and courage.

The entrepreneurial mindset of our firm ensures the humility, availability and reactivity of our collaborators.

OUR REFERENCES

They trust us

Our multisectoral skills have allowed us to put our experience at the service of clients with diversified profiles.

Edmond de Rothschild
Trocadéro Capital
Pragma Capital
LT Capital
Essling Capital
Capital Croissance
NCI Gestion
Isatis Capital
Turenne Capital
Equalia
SETEC
Eren
EPC
Ekinops
Axens
Qualium Investissement
Vétoquinol
Olmix
Siaci Saint Honoré
DB Schenker
Infovista
Talentia Software
Oeneo

NEWS

Headlines

Squareness is driven by a dynamic activity, whether it is through the realized operations or through the events that shape the day-to-day life at the office. The main events of Squareness are presented here below.

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July 2019 - Financial due diligence for Capital Croissance

Squareness assisted Capital Croissance in the framework of its minority stake acquired in Teaminside, a groupe specia...

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Volterra Acorus

July 2019 - Financial due diligence for Volterra Inc

Squareness assisted the California-based company Volterra Inc in the framework of its merger with French company Acor...

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May 2019 - Squareness Med

Squareness is proud to announce the opening of its Marseille office, and is happy to welcome François Rouxel for thi...

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NCI Priplak

May 2019 - Financial due diligence for NCI Gestion

Squareness assisted NCI Gestion in the framework of its minority stake acquired in Priplak, a company specialized in ...

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April 2019 - Schneider Electric Marathon de Paris

Congratulations to Louis Broutin et Emmanuel Rosec, who brilliantly defended Squareness’ colors during the 2019...

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Capture d’écran 2019-04-12 à 17.16.00

April 2019 - Financial due diligence for Nord Capital Partenaires

Squareness assisted Nord Capital Partenaires in the framework of its minority stake acquired in Carvivo, a start-up s...

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LCAC

March 2019 - Financial Due Diligence for Weaving Group

Squareness assisted Weaving Group in the framework of its majority stake acquired in La Chambre aux Confitures, a del...

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March 2019 - Evaluation for Edmond de Rothschild

Squareness assisted Edmond de Rothschild Read more

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January 2019 - CFnews rankings

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Santa Square

December 2018 - We wish you a merry Squareness !

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DD1

December 2018 - Financial due diligence for Elysées Holding

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juin-2018-squareness-renforce-son-departement-ts-avec-larrivee-dantoine-flechais-en-tant-que-directeur

Squareness welcomes Antoine Fléchais !

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March 2018 - Paris half-marathon

Congratulations to Louis Broutin and Alexis Masson who brilliantly run for Squareness during Paris half-marathon, tha...

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February 2018 - Wine tasting at Caves Taillevent

Hope you had fun during the last edition of our legendary wine tasting event, organized at Caves Taillevent.

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Capture d’écran 2018-01-15 à 14.18.26

Décembre 2017 - Due diligence financière pour Ovatio Courtage

Squareness has completed a financial due diligence on Septier, which was acquired by Ovatio, a broker specialized in ...

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November 2017 - Financial due diligence for Generis Capital

Squareness has completed a financial due diligence on the behalf of Generis Capital, which take a majority stake in A...

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October 2017 - Recruitments for our Business Modeling department

In the framework of the development of its Business Modeling department, the firm is looking for a senior consultant....

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Ranking 2017

September 2017 - Ranking

The last edition of Décideurs Magazine’s ranking has confirmed the firm’s excellent reputation. Squarene...

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surfingbusiness

August 2017 - Sea, Squareness & Sun

After a dynamic first semester, this is time for a break! The firm will thus be closed from August 7th to 18th.

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June 2017 - Financial due diligence for Pragma Capital

Squareness has completed the financial due diligence on behalf of Pragma Capital within the framework of TVH Consult...

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Mai 2017 - The beehive

Sponsor of the “Un toit pour les Abeilles” organization, Squareness is proud to celebrate de arrival of t...

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May 2017 - Financial due diligence for Paluel Marmont Capital

Squareness has performed the financial due diligence for Paluel Marmot Capital, which has taken a majority stake in E...

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IMG_6298

March 2017 - Inauguration cocktail reception

In order to celebrate our recent installation, you were invited to a cocktail evening reception on March 31st,  in o...

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Capture d’écran 2017-03-29 à 12.08.47

January 2017 - CF News ranking

Among 117 financial consulting firms in France, Squareness reaches the Top-20 and even hits the Top-15 during the 2n...

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IMG_6005

January 2017 - New office

Squareness has moved on January 1st 2017, for relocating in its new premises at 178 rue de Courcelles in the XV...

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Capture d’écran 2017-03-29 à 11.12.55

December 2016 - Due Diligence for Groupe Siaci Saint-Honoré

Squareness has performed a financial due diligence for Groupe Siaci Saint-Honoré which has completed the acquisiti...

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Capture d’écran 2017-03-29 à 11.12.01

Nevember 2016 - Due Diligence for Trocadero Capital

Squareness has performed a financial due diligence for Trocadero Capital in the framework of a mezzanine finance link...

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pragma

September 2016 - Due Diligence for Pragma Capital

Squareness has performed the financial due diligence for Pragma Capital which has taken a majority stake in TVH Consu...

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cap-marine

July 2016 - Due Diligence of CAP MARINE

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ipmc

June 2016 - Due Diligence of IPMC

Squareness performed the financial due dilligence of IPMC, a company specialises in complex projects management, ac...

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178 rue de Courcelles Paris, 75017 France

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