Our services

Buy-side Advisory
Celtic Capital buy-side advisory services are tailored to each client’s individual goals but often include our assistance with the following activities:

Defining an acquisition strategy along with criteria for acquisition candidates
Identification of appropriate acquisition candidates
Preliminary review and clarification of information relating to the potential target companies
Contact of prospects on a confidential basis
Thorough analysis of the prospect’s data
Proposal of deal structure and valuation range
Manage negotiations between the target and client
Identification of the preferred method of acquisition in terms of economic, legal and fiscal aspects
Determination of the available methods of financing the acquisition
Preparation of closing documentation
Support in the process of integrating the acquired company
Evaluation and support in assessing the potential for disposing non-core assets taken on with the acquisition

Sell-side Advisory
Celtic Capital sell-side advisory services are tailored to each client’s individual goals but often include our assistance with the following activities:

Determination and clarification of the reasoning behind the sale as well as assessing expectations
Analysis of what actually should be the included as part of the sale along with an objective and sound valuation
Consideration of alternative strategies for a sale including potential partners or joint venture opportunities
Evaluation of legal and tax aspects of the sale
Development of a strategy for the sale
Preparation of a comprehensive information memorandum
Selection and short-listing potential acquirers
Initial contact and follow up with potential acquirers
Negotiation with potential acquirers
Preparation of closing documents

Structured Finance
Celtic Capital advises businesses in the arrangement of borrowing facilities with individual financial institutions or in pool as well as assisting companies in the use of debt financing to support their development projects in the short to medium-long term.

Financial Restructuring and Debt Repositioning
With its team of specialists, Celtic Capital is particularly well equipped to support companies in temporary financial difficulty in the definition of a new financial structure, acting as a bridge between the company and the banking system as well as assisting the company in the preparation of its strategic business plan.

Project Financing
Celtic Capital provides advisory services in identifying, researching and defining the optimal solutions for financing a project to be developed.

Fundraising
Celtic Capital is a recognized member of the international financial community where it has close ties to many institutional investors. This provides us with the necessary background and capabilities in approaching both financial investors as well as strategic industrial investors when raising equity capital for our clients.

Celtic Capital professionals have extensive experience in advising companies on listings on the Stock Market.

Celtic Capital accompanies its clients through:

Initiation of the transaction
Evaluation of the potential for the listing, confirms the feasibility of the operation, initial evaluation, choice of market

Preparation of the Company
Definition of the structure of the group, the formulation of the “equity story”, prepare a business plan, financial model and presentation of the company, strengthening the management, appointment of independent directors, preparation for meetings

Selection of the team of advisers
Selection of sponsors, brokers, accountants and lawyers, negotiations of terms, establishing of transaction timescale and valuation range

Execution of the transaction
Preparation of Admission Document and other documentation, co-ordination and management of project to timescales, resolution of accounting, legal or other issues, “hand-holding” and assistance in all relevant aspects, determination of final IPO price

Celtic Capital adds value through:

Independence – our only client is the Company, no conflicts of interest
Problem solving – we help our client to solve any issue arising during the process
Saving of management time – we let our client concentrate in managing his Company
“Hands-on” approach – we do the work for our client, do not wait for him to give us the work when done

Business Strategy

Celtic Capital has a significant track record in assisting small and mid-sized companies in the process of developing and defining their strategies. We have accomplished this in different sectors and in various countries. We are especially suited to deliver this service to the average small and mid-sized Italian entrepreneurs, who often lack the time and opportunity to seriously consider their business in the long term.

Celtic Capital assists companies enhance their focus on strategic goals and/or helps them refocus on a newly developed strategy, acting as an external trigger, uninfluenced by habit or by any vested interest. We are capable of delivering an objective, critical and experienced view on the company’s actual situation. During a strategic consultancy project, Celtic Capital will deliver the client tools and technologies aimed at:

Enhancing market share, profitability and efficiency
Controlling and monitoring the company’s situation
Analysing its markets, positioning and global standing
Assessing the effectiveness of current staff in achieving goals

Our work is carried out in a manner to minimise any disruptions to a company’s day-to-day business


Valuation Services

Celtic Capital has significant experience in carrying out valuation exercises for corporate governance or regulatory reasons, or to satisfy the need to have an independent assesment of the value of an asset, subsidiary, or investment.

• International Tax planning
• Estate Planning and Asset Protection
• Accounting and Financial Advice
• Formation and administration of Companies
• With our combination of legal and tax disciplines within the practice we can offer a wide range of International Tax Planning and Corporate services:
  International Tax planning
  International Estate Planning and Asset Protection
  Accounting and financial advice