Services
Transaction Advice
Bertoli Mitchell provides financial and strategic advisory services relating to purchases and sales of whole companies, businesses, shares, divisions, and assets; and on strategic alliances and joint ventures.
We most often provide an end-to-end service where we are engaged to initiate, negotiate, structure, manage and complete a transaction but we are also able to provide selected advice at certain points of a transaction. Our services include options reviews and valuation; developing negotiating strategies; identifying third parties to be approached; advice on structuring and financing; developing and managing information flows; co-ordinating due diligence reviews; and implementing transactions. Our significant experience and execution capabilities allow us to deliver best outcomes and exceed our clients’ expectations.
Strategic Consultancy
Activities include:
Profiling, analysis, forecasting and recommendations for clients considering entry into specific markets or sectors
Benchmarking, cost audits and development of financial targets
Strategic and commercial advice to learned and professional bodies, not-for-profits and government agencies with publishing or information assets
Strategy assessment
Development capital advice
Development of business plans
Market sizing, mapping and comparative market positioning
Commercial and legal due diligence
Clients for these services have included the Archbishops' Council of the Church of England, the British Association of American Studies, BMJ, CABI, CIMA, The Consumers' Association, Dorling Kindersley, Electric Word, EMI, The European Society for Radiotherapy and Oncology, Finance Yorkshire Equity Fund, The Economist Group, Hachette, ICAEW, Langenscheidt, Marshall Cavendish, The Medical Council on Alcohol, McGraw-Hill, The Orion Publishing Group, Oxford University Press, Penguin, The Royal Society of Medicine and VisitBritain (The British Tourist Authority).
Valuation
For clients considering a sale or an acquisition, Bertoli Mitchell is always delighted to provide valuation advice without further commitment.
We also provide valuations for clients who require an independent opinion for financial reporting compliance reasons, or to determine tax liabilities, or pension fund cover.
We have provided clients with fair value comparative valuations prior to merger, and internal transfer pricing assessments of publishing businesses being transferred internally by international companies.
Bertoli Mitchell is widely regarded as expert in publishing asset valuation. Our work is supported by our proprietary deals database, which holds detailed M&A records going back to 1990. This combination of deep data plus experience and insight, makes us a leading source of information on M&A trends in UK publishing and digital information.