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.
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: AGILITAVisit agilita.fr
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
Transaction Services and Litigation Support
Our Transaction Advisory Services dedicated team, co-managed by Antoine Sudérie and Antoine Fléchais, 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.
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.
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.).
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
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.
They trust us
Our multisectoral skills have allowed us to put our experience at the service of clients with diversified profiles.
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.
February 2020 - 3 new Partners !
Jérôme Fortin, Antoine Sudérie et Antoine Fléchais, respectively director of the Valuation department and co-dire...Read more
January 2020 - IPEM
Reaching “la croisette” and attending the 5th edition of IPEM, Squareness met different actors of the tra...Read more
December 2019 - Financial Due Diligence for Peninsular Capital
Squareness assisted Peninsular Capital, which acquired a majority stake in Mecalectro, designer and manufacturer of e...Read more
December 2019 - Financial Due Diligence for Altur Investissement
Squareness assisted Altur Investissement in the framework of its majority stake acquired in Pompes Funèbres de Fran...Read more
November 2019 - Squareness welcomes Maxime Mazuy, opens a new office in Lyon and launches its Restructuring activity !
After having made the acquisition of Advance Capital Recovery, Squareness launches its own Restructuring activity and...Read more
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...Read more
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...Read more
May 2019 - Squareness Med
Squareness is proud to announce the opening of its Marseille office, and is happy to welcome François Rouxel for thi...Read more
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 ...Read more
April 2019 - Schneider Electric Marathon de Paris
Congratulations to Louis Broutin et Emmanuel Rosec, who brilliantly defended Squareness’ colors during the 2019...Read more
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...Read more
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...Read more
March 2019 - Evaluation for Edmond de Rothschild
Squareness assisted Edmond de Rothschild Read more
March 2018 - Paris half-marathon
Congratulations to Louis Broutin and Alexis Masson who brilliantly run for Squareness during Paris half-marathon, tha...Read more
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.Read more
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 ...Read more
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...Read more
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....Read more
September 2017 - Ranking
The last edition of Décideurs Magazine’s ranking has confirmed the firm’s excellent reputation. Squarene...Read more
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.Read more
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...Read more
Mai 2017 - The beehive
Sponsor of the “Un toit pour les Abeilles” organization, Squareness is proud to celebrate de arrival of t...Read more
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...Read more
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...Read more
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...Read more
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...Read more
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...Read more
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...Read more
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...Read more