The Fundraising Presentation File, business transfer in Europe Middle East & Africa

The Fundraising Presentation Document, complete or simply flash, is a determining document in the investment process. Indeed, a manager who does not have this document would be at a great disadvantage in finding an investor. Most firms mandated by investors, investment funds and banks require this document before meeting with the investor or his consulting firm.

Its drafting is very specific and operators expect a certain formalism.

The fundraising presentation file allows to reinforce the communication on a European or even global level, as modern technology allows to convert it to a digital format and to send it in 5 minutes to several thousands of kilometers.

The Fundraising Presentation Kit saves a lot of time with potential investors and avoids purely informative meetings.

Without the Fundraising Presentation Package, you will waste valuable time with unserious investors, even those looking for self-serving information.

– The flash presentation sheet

This is a 2 to 4 page document that briefly presents the company seeking investors in a way that will attract the interest of a potential investor.

The Fundraising Presentation is intended for distribution to any potential investor and therefore does not contain any specific information that would allow the location of the target company.

On the other hand, it contains sufficiently precise information on the size, activity, evolution, and number of employees, so as to immediately rule out potential investors for whom the flash description does not correspond to their research.

The complete fundraising presentation file

As its name indicates, the Fundraising Presentation File must contain all the elements that allow the investor to get a precise idea of the company seeking investors.

This fundraising presentation file, which is very carefully drafted, may contain confidential information such as accounts or the list of shareholders, and it is imperative that potential investors sign a confidentiality agreement before the file is made available.

In most cases, this file, which can reach 300 pages, contains the following elements:

-Presentation of the company’s environment
-History
-Presentation of the founders
-Presentation of the managers
-Presentation of the premises
-Precise description of the activity
-The market
-The clientele
-Presentation of the products and/or services
-Competitive advantages
-Personnel and organization chart
-The list of the main assets
-An evolution of the turnover and of the main clients
-The accounts of the last 3 years
-The budget for the current year,
-The list and simplified CV of the main executives
-The list of shareholders and the legal organization chart
-A statement on the reasons for the transfer and the planned scheme
-The appendices: commercial, legal and financial documents.

Actoria rédige habituellement ces documents de travail et respecte un cahier des charges scrupuleux afin de répondre aux attentes des professionnels et investisseurs.

FAQ

What services does Actoria provide?
Actoria specializes in mergers and acquisitions advisory for small and mid-sized businesses. Our services include company sales, succession planning, buy-side and sell-side mandates, business valuation, financial diagnostics, investor sourcing, negotiation support and full transaction execution until closing.

Who does Actoria work with?
We support SME owners, family-business leaders, shareholders, entrepreneurs, private investors, and corporate groups seeking to acquire or divest businesses in Europe and North Africa.

In which countries does Actoria operate?
Actoria has local teams in Switzerland, France, Belgium, Luxembourg, Morocco and Tunisia, and manages cross-border deals across Europe, Africa and the Middle East through an international buyer network.

How many potential buyers are in Actoria’s network?
Our proprietary network includes more than 6,500 qualified industrial buyers, strategic acquirers and financial investors, allowing us to match sellers with high-quality counterparties.

Does Actoria support confidential business sales?
Yes. Confidentiality is fundamental to our process. All discussions, documentation and buyer approaches are handled discreetly to protect the interests of the seller and the business.

What industries does Actoria cover?
We advise companies across multiple sectors, including industrial production, manufacturing, services, IT and digital, healthcare, logistics and distribution, construction, and specialized B2B services.

What is the typical size of businesses Actoria represents?
We primarily advise SMEs with revenues generally ranging from CHF/EUR 2 million to 100 million, depending on jurisdiction and market.

How does Actoria determine the value of a business?
We perform detailed financial and strategic analysis using multiple valuation methods, including discounted cash flows, market multiples, asset-based methods, and sector benchmarking.

How long does a business sale process take?
A standard transaction typically takes 6 to 12 months depending on market conditions, buyer interest, company complexity and diligence requirements.

Why choose Actoria as an M&A advisor?
With over 20 years of experience, a senior advisory team, a structured methodology, and an extensive network of qualified buyers, Actoria delivers independent advice, tailored execution and strong transaction results for SME owners.

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Transfer and growth of companies in Europe Middle East & Africa, Mergers & Acquisitions in Belgium, France, Switzerland, Luxembourg, Monaco, Andora, Europe, Afrika

They trust us

Actoria has swiftly identified the inefficiencies in our company’s processes, proposed optimizations, and implemented them effectively. Furthermore, Actoria has provided outstanding support throughout all stages of our company’s transfer to a group within our industry. This includes preparing our company, identifying potential buyer partners, and negotiating up to the point of the partner’s capital entry. Actoria delivered expert negotiation skills and secured a valuable partner for us.

Footer, Mergers & Acquisitions in Belgium, France, Switzerland, Luxembourg, Monaco, Andora, Europe, Afrika
Sylvain LibherTriplast

We were quite anxious to find a solution, as my health was deteriorating rapidly. Actoria’s consultant played a crucial role in the successful completion of my company’s sale. Their involvement was essential in executing this delicate project, as it impacted our daily operations. This project, which was close to my heart and increasingly necessary, was made possible thanks to the decisive momentum provided by Actoria.

Footer, Mergers & Acquisitions in Belgium, France, Switzerland, Luxembourg, Monaco, Andora, Europe, Afrika
Olivier de BellevueBrehm

First, Actoria conducted a thorough assessment of our company’s strengths and weaknesses, and then suggested incorporating these insights into our management approach to enhance our company’s value. Actoria led this project alongside my entire management team, enabling the involvement of all key personnel, and swiftly implementing a solution that allowed an investor to enter our capital. This was complemented by the inclusion of some of my company’s executives and a bank.

Footer, Mergers & Acquisitions in Belgium, France, Switzerland, Luxembourg, Monaco, Andora, Europe, Afrika
Romuald SoblesseKaufmann SA

I couldn’t be happier with the result, but I am especially pleased with my decision to work with Actoria. The success of this mission was the direct result of Actoria’s hard work and sophisticated professionalism on my business. From our first meeting through the reasonable preparation process, all phases of the transfer, legal and financial operations were managed by the Actoria team. Their skills were even more evident when the complexities of this transaction were at its peak.

Footer, Mergers & Acquisitions in Belgium, France, Switzerland, Luxembourg, Monaco, Andora, Europe, Afrika
Hervé RoduitOmega Group

Hiring Actoria made the difference to achieve my original goal and move on to my next professional challenge. Selling a company like AMR in this market has not been an easy task. Actoria has demonstrated perseverance in identifying good buyers with knowledge of my industry in order to continue the development of my business, and has provided professional advice throughout the process.

Footer, Mergers & Acquisitions in Belgium, France, Switzerland, Luxembourg, Monaco, Andora, Europe, Afrika
Nicolas RafaleAMR SA

The company’s sales process was a lengthy and challenging journey. The professional support from Actoria made this endeavor much more manageable. I would like to extend special thanks to the consultants from Switzerland and France for their highly effective collaboration. Your consultants proposed creative solutions during the negotiations, which effectively overcame significant obstacles in order to finalize the agreement. Their experience, knowledge, and professionalism played a crucial role in the success of this transaction.

Footer, Mergers & Acquisitions in Belgium, France, Switzerland, Luxembourg, Monaco, Andora, Europe, Afrika
Gilbert SibersteinGroupe Janvic
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