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CFM Indosuez:

to the forefront for Corporate Finance in Monaco

In a continually evolving financial market, where managers constantly seek to maximise the growth
and profitability potential of their companies, the role of corporate finance becomes essential.
CFM Indosuez, a bank established in the Principality for more than a century, is positioned at the
heart of this dynamic, deploying a complete range of corporate finance and wealth management
services. Dominique Guignard, Director of Development – Corporate Finance & Advisory, explains
how this activity perfectly meets the expectations of business leaders in the Principality.

relationships with shareholder managers and
to support them more in the style of wealth
management in their capital operations.
On the property side, a team at the bank is
entirely dedicated to professionals in the
sector. We have an important track record of
structuring and financing operations in the
Principality, such as property development,
estate agency, renovation/restructuring of
buildings. We have decided to align ourselves
with the ambitions of the Principality and
set ourselves the objective of becoming
a key player in supporting clients' energy
© Valeria Maselli Dominique GUIGNARD, Director of Development – Corporate Finance & Advisory transition, as does our parent company,
Crédit Agricole. Since spring 2023, CFM
Indosuez has taken the significant decision
to integrate environmental criteria into all
What is corporate finance? by Monégasque entrepreneurs and has its real estate financing: the environmental
Corporate finance encompasses a set of remained very close over the years to well- aspect is now an integral component of the
activities aimed at advising managers in established managers within the Principality, conditions for granting property loans.
capital and balance sheet transactions capitalising on a significant number of deals
on the generally unlisted securities of the carried out across all corporate finance You support your business clients in both
companies they own. We can cite capital areas. The entrepreneurial fabric is denser corporate finance and personal wealth
opening operations via investors, such as than one might think in the Principality management. How are these two activities
funds, or even private investors such as and there are numerous companies whose complementary and useful for managing
business angels. We also note advisory valuation requires tailor-made support in their assets?
missions, from debt structuring to LBO/ their capital transactions. Furthermore, When we talk to a shareholder manager
OBO/MBO financing. Sometimes this debt business leaders of all nationalities are about the current and future valuation of
raising is carried out as part of an external resident in the Principality. We work with their company, we support them very closely
growth operation. Finally, it is a question them, either through our wealth management in what constitutes the majority of their
of supporting, when the time comes, the departments, or via our corporate or real assets - both in value and in daily personal
manager in selling the company, a central estate specialists. Thanks to the global investment. This is a very sensitive issue
activity of M&A. This is accompanied by network of the Indosuez Group and our which requires expertise and experience, all
significant contractual and financial work majority shareholder, Crédit Agricole Group, of which we have at our disposal. Our wealth
(audits, due diligence and so on) and a we are able to deploy our expertise to engineers ask all the necessary questions
search for a buyer whilst preserving the support our clients internationally, way before the sale, regardless of the jurisdiction
confidentiality of the operation until closing. beyond Monaco. where the transaction is taking place. Our
wealth management departments will also
Why deploy this activity in the Principality How do you support your clients? deploy their expertise with the support of
now? On the corporate side, we have an entity our trading room and a very broad, multi-
CFM Indosuez, established for more than that assists Monégasque companies on currency offering, including private equity,
100 years in the Principality, was created a daily basis. Its aim is to develop strong naturally very popular with entrepreneurs.

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