Financial and tax due diligence, and financial modelling assistance to Sofina

Sector:Investment
Field:Transaction services
Support:Financial and tax side due diligence
Date:2024

About Sofina

Sofina is a private bank and family-owned investment company with a dedicated team of 87 employees working from its offices in Brussels, Luxembourg and Singapore. With a heritage of over 125 years, Sofina is committed to fostering sustainable growth by providing patient capital and strategic advice to innovative, owner-managed businesses. The company’s investment focus spans multiple sectors, including digital transformation, consumer goods and retail, sustainable supply chains, healthcare and life sciences, and education. This makes Sofina a key partner for companies looking to succeed in a competitive global market.

Support

Eight International team carried out financial and tax due diligence as well as financial modelling assistance to Sofina.

Partnership

Eight International team members supporting this transaction:

Financial due diligence: Edouard Decamp (Partner), Mathieu Morisot (Partner), Joris Peers (Director), Henri Lippinois (Manager), Martin Rouault (Senior), Stephen Omez (Analyst)

Financial modeling team: Matthew Thumas (Partner) and Emily Rabbett (Director), Jess Page (Manager) and Kyriakos Leontiou (Senior)

Central tax due diligence: Guillaume Rembry (Partner-Attorney at law), Jérémy Cosma (Attorney at law), Julia Pizzetta (Attorney at law), Romane Defaix (Attorney at law), acting as central tax team

In coordination with: Christian Van Craeyvelt (Partner), Bram de Roo (Senior Manager), in the UK: Caley Mogg (Partner), Phoebe Lightfoot (Senior), and in Germany: Matthias Hogh (Partner), Ralph Hack (Director), as well as (ii) foreign tax correspondents in Luxembourg, the Netherlands, Italy, Denmark and Ireland.