


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
Recovery
For your accounting purposes, we have a dedicated subsidiary with its own team of specialists: AGILITA
Visit agilita.frOur 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
Our services
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.
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.).
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
Our services
Recovery
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.























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.