Equity Capital Markets

You are looking for transaction security in the context of Initial Public Offerings (IPOs) and public takeovers. We are the market leader in Fairness Opinions in Switzerland and look forward to assisting you as experts for capital market transactions.

Capabilities & Collaboration

Use the capital market to your advantage and benefit from our many years of experience with IPOs, Fairness Opinions and public takeovers. We provide expert opinions and support throughout the IPO process (IPO readiness, feasibility, roadmap, evaluation, equity story) to create the highest possible transaction security. As with all our M&A projects, you can expect best practices, independence and integrity to strengthen the mutual trust of all parties involved.

IPO Advisory

When assessing your IPO readiness, you benefit from our thorough analysis (mindset and awareness of the consequences of the IPO, ownership structure, corporate governance, composition and responsibility of management, internal risk and compliance management, employment contracts, etc.) and receive recommendations and a roadmap for optimizing transaction security. You can also count on us for a well-founded assessment of IPO feasibility (investor pre-sounding, early-look meetings, non-deal roadshows, group events). We carefully evaluate the expected valuation as a listed company based on the key value drivers and support you at every step of the IPO process (negotiations, etc.). You can also benefit from our expertise in refining your equity story and positioning, based on the investor perspective. We can further assist you in selecting additional service providers, such as ECM banks and legal advisors. IFBC provides its services internally with a specialized transaction and capital market team (investor pre-sounding is carried out in cooperation with investment bank).

SIX Swiss Exchange accreditation: IPO Advisory provider recognized by SIX Swiss Exchange.

Fairness Opinions

As part of a public takeover bid, you want an independent and objective assessment of the financial appropriateness of a purchase offer. IFBC specializes in preparing Fairness Opinions. Alongside the necessary expertise and extensive experience, IFBC enjoys an excellent reputation as an evaluator (Art. 30 para. 6 Takeover Ordinance). IFBC has prepared a large share of the Fairness Opinions for public takeovers in Switzerland in recent years, making us the market leader.

Accreditation Swiss Takeover Board (Decision 502/01 of January 16, 2012): It is established that IFBC AG is particularly competent to prepare fairness opinions in the context of public purchase and exchange offers.

Direct and Indirect Benefits in Public Takeovers

You want to makesure that the contracts for a public takeover bid meet the bidprice requirements (minimum price rule and best price rule). As part of this process, all relevant contracts between the parties involved must bescreened for significant contrasting direct benefits, indirectbenefits and consideration and the benefits must be evaluated accordingly. We are pleased tosupport you with our expertise and experience in this task.

Our Transaction Process — Your Benefits

graphic explaining the M&A processgraphic explaining the M&A process

Increasing value and success through Mergers & Acquisitions

IFBC develops your M&A strategy through dialog. Our M&A advisors accompany you as a sounding board, contributing proven methods, new ideas and an external perspective. Take advantage of our experience on the buyer and seller side as well as in Equity Capital Markets to strengthen your internal preparations and processes. You can deploy us flexibly to suit your situation — from the development of your M&A strategy to implementation of a purchase or sale transaction, transaction financing and accounting implementation.

Cooperation with Private Equity Firms

We support private equity firms with our corporate finance expertise throughout the entire investment cycle. As private equity companies build their investment portfolio, we offer support in defining and implementing the buy & build strategy; as a buy-side advisor; with financial due diligence services; and as a debt advisor for financing. We help develop portfolios with value enhancement concepts and portfolio valuations. After all, we are experienced sell-side advisors who can successfully implement a sales process tailored to the specific situation. With our comprehensive sector expertise in the area of clean energy transition, we can also comprehensively support our private equity clients in this massively growing global market.

Global M&A

The global M&A organization “Globalscope Partners” is led by entrepreneurs and has been active in the mid-market for more than 35 years in the areas of buying, selling and financing companies.

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Client Projects Equity Capital Markets

4/4/2024

Fairness Opinion on the assessment of the financial adequacy of the public takeover offer by Constantia Flexibles GmbH for the publicly held shares of Aluflexpack AG

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Industrials
M&A
27/4/2023

IFBC acted as IPO-Advisor for PayrollPlus AG in the context of their current IPO preparations

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Technology
Equity Capital Markets
18/9/2023

Fairness Opinion related to the public takeover offer by ELANTAS GmbH to the public shareholders of Von Roll Holding AG

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Industrials
Energy
Equity Capital Markets
7/11/2023

Fairness Opinion on the assessment of the financial adequacy of the exchange ratio in the context of the planned merger between Starrag Group Holding AG and Tornos Holding AG.

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Industrials
Equity Capital Markets
19/12/2023

Exclusive Financial Advisor to CGS Management AG and the further owners of R&S International Holding AG on the successful sale to VT5 Acquisition Company AG, the SPAC listed on the SIX Swiss Exchange

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Energy
Industrials
Equity Capital Markets
17/8/2023

Fairness Opinion on the financial assessment of the public exchange offer by Liontrust Asset Management Plc for all publicly held registered shares of GAM Holding AG

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Financial Services
Equity Capital Markets
25/8/2023

Fairness Opinion related to the public tender offer by Werner Dubach to the public shareholders of Datacolor AG

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Industrials
Equity Capital Markets
5/12/2023

Fairness Opinion related to the public tender offer by Vencora UK Ltd for all publicly held registered shares of Crealogix Holding AG

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Technology
Equity Capital Markets
12/4/2022

Fairness Opinion in accordance with the Merger Act related to the planned merger between Burkhalter and Poenina

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Industrials
Energy
Equity Capital Markets
5/10/2021

Fairness Opinion related to the public exchange offer made by Cosmo Pharmaceuticals NV for all publicly held registered shares of Cassiopea S.p.A.

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Healthcare
Equity Capital Markets
20/1/2022

Fairness Opinion related to the public takeover offer made by CSL Behring AG for all publicly held registered shares of Vifor Pharma Ltd.

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Healthcare
Equity Capital Markets
11/2/2022

Preparation of the Fairness Opinion relating to the fair value of a hybrid loan in the context of the capital increase of Montana Aerospace AG

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Industrials
Equity Capital Markets
5/6/2020

Preparation of the Financial Opinion relating to the offer made by Süss MicroTec SE for the inkjet printing business (PiXDRO)

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Industrials
Energy
Equity Capital Markets
19/4/2021

Preparation of the Fairness Opinion relating to the public tender offer to the shareholders of Aryzta AG

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Industrials
Equity Capital Markets
4/3/2019

Preparation of the Expert Opinion relating to the public tender offer made by CMA CGM S.A. to the shareholders of CEVA Logistics AG

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Industrials
Equity Capital Markets
29/11/2019

Preparation of the Fairness Opinion relating to the public tender offer made by BFW Holding AG to the shareholders of BFW Liegenschaften AG

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Real Estate
Equity Capital Markets
16/8/2018

Preparation of the Fairness Opinion relating to the public tender offer made by QINO Group Holding AG to the shareholders of QINO AG

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Industrials
Equity Capital Markets
10/6/2018

Preparation of the Fairness Opinion relating to the public tender offer made by ACRON Swiss Premium Assets AG to the shareholders of ACRON Helvetia VII Immobilien AG

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Real Estate
Equity Capital Markets
23/1/2017

Advisor in the public tender offer for all listed shares in Charles Vögele Holding AG

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Industrials
Equity Capital Markets
7/8/2018

Preparation of the Fairness Opinion relating to the public tender offer made by Basler Leben AG to the shareholders of PAX Anlage AG

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Real Estate
Financial Services
Equity Capital Markets
19/12/2016

Fairness Opinion relating to the squeeze-out merger of Foster Wheeler AG and Amec Foster Wheeler plc

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Industrials
Equity Capital Markets
19/12/2016

Preparation of the Fairness Opinion relating to the public tender offer made by 4T SA to the shareholders of Advanced Digital Broadcast Holdings SA

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Technology
Equity Capital Markets
19/12/2016

Preparation of the Fairness Opinion relating to the public tender offer made by Alpine Select AG to the shareholders of Absolute Invest AG

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Financial Services
Equity Capital Markets
15/12/2016

Valuation of direct and indirect benefits in the public tender offer made by Venetos Holding to the shareholders of Schmolz + Bickenbach

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Industrials
Equity Capital Markets
15/12/2016

Expert Opinion on the price for the registered shares of Quadrant AG offered by Aquamit B.V.

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Industrials
Equity Capital Markets
15/12/2016

Preparation of the Fairness Opinion relating to the public tender offer made by AMEC plc to the shareholders of Foster Wheeler AG

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Industrials
Equity Capital Markets
15/12/2016

Expert Opinion on the offered price within the merger of Hiestand and IAWS

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Industrials
Equity Capital Markets

Contact Us

Fabian Forrer, CFA
Partner
Dr. Thomas Vettiger
Managing Partner, Co-Founder
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