AREAS OF EXPERTISE

Corporate transaction advice

Advice on M&A, valuations, due diligence, restructuring, financing, real estate, holding companies and capital transactions.

MADRID · ADELTRA

Home / Services / Corporate transactions

OUR APPROACH

Corporate decisions with a complete perspective.

Advice on M&A, valuations, due diligence, restructuring, financing, real estate, holding companies and capital transactions.

M&A: mergers and acquisitions

Buying or selling a business requires preparation, an understanding of the risks and coordinated negotiations. At Adeltra, we support buyers and sellers from initial analysis to completion, taking a joined-up view of the business, its figures and its structure.

If you are selling, we help organise information and explain the factors underpinning your company's value. If you are buying, we assess the target business and transaction terms to provide a documented basis for your decision. Scope, deliverables and confidentiality are agreed at the outset.

HOW WE CAN HELP

Transaction preparation and documentation; buyer or target-company profile definition; support in identifying opportunities within the mandate; offer analysis; due diligence coordination; negotiation and completion support; integration planning where commissioned.

Business valuations

Understanding a company's value helps prepare a sale, negotiate a new shareholder's investment or plan succession. We analyse its activities, earnings generation, financial position and prospects to develop a valuation suited to its purpose.

A valuation is more than a single figure. We explain the underlying assumptions and factors that could change it. Estimated value and the final negotiated price may differ because of transaction terms, financing, warranties or the parties' strategic interests.

HOW WE CAN HELP

Financial and historical analysis; review of adjustments and exceptional items; projections and assumptions; appropriate valuation methods such as discounted cash flow or multiples where relevant; scenarios and sensitivity analysis; a report setting out conclusions and limitations.

Due diligence

Before investing, you need to understand what you are acquiring. We review the agreed areas of the target business to identify potential liabilities, assess available information and examine matters that may affect price and transaction terms.

The report helps translate findings into negotiations, assess adjustments and propose protections. The review has a defined scope and does not replace a statutory audit. Access limitations and matters requiring further analysis are documented.

HOW WE CAN HELP

Financial, tax, employment and legal reviews within the engagement; identification of debt and commitments; assessment of potential liabilities; review of key documents and contracts; findings and priorities report; coordination with transaction advisers.

Business and financial restructuring

When your business structure or financing no longer meets its needs, we help assess alternatives and prepare a reorganisation plan. We combine the financial, corporate, tax and employment perspectives of proposed measures.

We define priorities and assess the company's ability to implement the measures. The plan sets out liquidity needs, proposed actions and monitoring arrangements, coordinated across the relevant teams.

HOW WE CAN HELP

Financial assessment; cash flow and viability scenarios; reorganisation of companies and activities; cost reviews; debt negotiation support; legal coordination and monitoring within the agreed scope.

Financing

We help define your company's funding needs and prepare the information required by potential finance providers. We analyse how alternative terms, costs and security arrangements fit the business.

We prepare a structured picture of the company and the intended use of funds. We compare proposals and their commitments so that management can assess both immediate costs and future cash flow implications.

HOW WE CAN HELP

Financial planning; cash flow forecasts; document preparation; analysis of bank and alternative financing; support with lender discussions and proposal comparisons. Approval rests with each finance provider.

Real estate

We assess real estate transactions from a financial and business perspective, coordinating investment analysis with tax and legal reviews. We support companies and investors in acquisition, sale and asset-structuring decisions.

We examine expected income, required investment and factors that may affect returns.

The analysis is coordinated with our legal team to review documentation and conditions affecting the transaction.

HOW WE CAN HELP

Viability and cash flow analysis; investment scenarios; transaction structuring; coordinated document reviews; negotiation support. Official appraisals and other reserved activities require the appropriately authorised professional.

Holding companies and capital transactions

A well-defined corporate structure helps organise activities, investments and shareholder relationships.

We assess holding-company structures and capital transactions in light of the group's governance, financing, continuity and growth needs.

We analyse the starting position, share ownership and the objectives of the reorganisation.

We compare alternatives and coordinate corporate structuring with the tax analysis of each transaction, without assuming that a holding company is suitable in every case.

We support the preparation of the resolutions and documents required to implement the chosen option. Planning helps sequence the steps and review their effects on shareholders, companies and relationships within the group.

HOW WE CAN HELP

Holding-company structuring; group reorganisations; capital increases and reductions; cash and non-cash contributions; investor entry; ownership reviews; corporate documentation and implementation coordination.

RIGOUR IN OUR WORK. A PERSONAL APPROACH.

Analysis, coordination
and follow-up

01

We assess the context

We review your organisation's needs, objectives and initial documentation.

02

We define the scope

We assess the options and agree the actions, deadlines and information required with your management team.

03

We coordinate delivery

We coordinate the agreed actions and maintain direct contact with project leaders to ensure continuity.

Let's discuss
your organisation.

Tell us about your company's priorities. Our team will contact you to assess the scope of the advice you need.