Capital Investment / Private Equity
ROOM Avocats advises management companies, family offices and institutional investors in “small caps” field and round tables often below 20 million euros.
The combination of ROOM Avocats skills allows us to conduct comprehensive pre-acquisition audits (corporate, tax, social, contracts, leases, etc), in order to have an overall vision of the target.
We negotiate the contractual documentation suitable to the preservation of our clients’ interests, in particular ensuring them liquidity mechanisms of their new shares:
- Letters of intent,
- Confidentiality agreements,
- Investment agreements,
- Acquisition contracts,
- Asset and liability guarantees,
- Retrocession agreements and the crucial shareholders agreements.
Finally, we ensure the right balance between incentive mechanisms for managers (milestones, BSA, BSPCE, etc) and the global management package offered to the founders.
Implementation of complex securities
In the course of these operations we intervene in order to set up complex securities or bond contracts (OBSA, OCAR, mezzanine bond, etc.).
Structuring investment vehicles (FPCI • FIP – SCR)
Parallel to the creation of several funds in recent years (FPCI, FIP, FPS, SCR etc.), ROOM Avocats has developed a complementary service for its management company clients. We assist them in their relationships with regulatory authorities (AMF) in order to update their activity programs and enable them to comply with the growing regulatory obligations.