Due Diligence
Due Diligence
Our core business, the financial services sector, has particular appeal for private equity investors. But there are many barriers to entering this market. This is where the know-how of Samona comes into play: Thanks to our extensive national and international network, we have access to a wide variety of transactions and can thus quickly respond to market fluctuations. In doing so, we focus on small and mid capitalization companies. Given the size of these companies in terms of management, we are able to carry out in-depth checks. In addition, competition from other financial investors is very limited.
Samona strives to improve the performance of its portfolio companies by actively managing them. This is the only way to ensure that investors can enjoy long-term gains. For this reason, we hold the majority required to control all of our investments. In highly regulated market situations, this approach requires that we maintain good relations with European regulators. And we did it with great success.
First Class Advice
Over the past few years, Samona has established a reputation as an internationally renowned investment banking advisory firm: advising on a higher volume of M&A transactions than most independent advisory firms worldwide; advice on many of the largest and most complex restructurings of recent years; and advice for many of the largest equity market fundraisers in recent years.
The client is king !
We are independent, free from any potential conflicts of interest inherent in high growth companies and universal banks. We are never in a position where the best interests of our client’s conflict with our own. We act as trusted principal advisors, offering classic investment banking advice and always recommending ideas and strategies that we would aim for ourselves if we were acting as a manager.