Examples of Advisory Mandates
The following projects reflect some of the assignments led by our team. These assignments are usually highly confidential and client names have therefore been redacted.
The below is not a complete list of assignments undertaken by Bertoli Mitchell, but illustrates some of the ways we can help you, alongside managing transactions, and valuation.
2022
Client
Medical society
Role
Valuation of Journal publishing interests.
Client
Medical society
Role
Review and recommendations on terms of current lease contract, possible purchase of 50% interest in a journal.
2021
Client
Educational publisher (England)
Role
Strategic and commercial advice in relation to divestiture.
Client
The leading national, professional and academic organisation in its speciality
Role
Assistance in negotiating terms of renewal of an affiliation and partnership agreement with a commercial publisher in relation the leading journal in the speciality.
2020
Client
Professional association
Role
Options review (including assessment of sales tax implications) for fulfilment of international sales.
Client
Medical society
Role
Review of and recommendations on terms of current publishing lease contract.
2019
Client
Global healthcare knowledge provider
Role
Helped our client to develop a pipeline of acquisition targets, mapped onto their acquisition criteria, underpinned with detailed analysis of assets.
Client
Professional institute
Role
Helped our client to consult on and communicate with key stakeholders on the change from a print-first to digital-first business model.
Client
Learned society
Role
Hold/buy/sell advice relating to its journal assets; consulting on and communicating with key stakeholders.
Client
Professional association
Role
Identification of buy-side and partnership targets, including an in-depth analysis of each asset mapped to our client's strategic goals.
2018
Client
Public company (data and information space)
Role
Detailed review of potential investment targets.
Client
Learned society
Role
Advice relating to journal workflows and editorial development.
Client
Professional institution
Role
Advice on publishing options in the light of current developments in learning and teaching.
Client
Learned society
Role
Advice relating to ownership and IPR in its journal interests and relating to OA strategy development.
2017
Client
Professional association
Role
Strategic advice in relation to potential development initiatives for our client's magazine and newsletter portfolio.
Client
Not-for-profit organisation
Role
Value-based strategic advice relating to our client's publishing business comprising books, journals and databases.
Client
Professional institute
Role
Strategic advice including valuation of publishing programme comprising books and journals.
Client
Learned society
Role
Hold/buy/sell advice in relation to its journals.
2010-16
Client
Not-for-profit organisation
Role
Valuation advice on substantial scientific database assets.
Client
Learned society
Role
Strategy advice relating to our client’s existing journal publishing partnership (for a world-leading oncology journal).
Client
Plc
Role
Identification of potential investment targets.
Client
Learned society
Role
Evaluation of client's journal publishing partnerships.
Client
Learned society
Role
Strategy advice in relation to licensing and monetising digital assets previously available for free online.
Client
Learned society
Role
Strategy advice in relation to its journal publishing partnerships.
Client
Plc
Role
Value-based strategic advice in relation to options for certain of our client's publishing businesses.
Client
Professional institute
Role
Strategy advice relating to the options available to the institute in relation to its publishing programme.
Client
Professional institute
Role
Asset acquisition recommendations within a specific publishing sector.
Client
Professional institute
Role
IP audit support in relation to IPR in assets on the institute’s new digital platform.
Client
Professional institute
Role
Strategy advice relating to the options available to the institute in relation to its lead journal.
Role
Strategy advice relating to learning materials for the institute’s internationally recognised professional qualification.
Client
Professional institute
Role
Value-based advice to support the launch of a university press imprint.
Client
University research institute
Role
Strategy advice in the course of a potential acquisition.
Client
Online content creation company
Role
Strategic valuation advice on the incorporation of certain healthcare assets.
Client
Professional newsletter publisher
Client
Professional institute
Role
Financial strategic advice in relation to a potential merger.
Client
Government agency
Role
Business planning for 2011, including valuation of certain publishing, trade name and marketing licences and assets.
Client
Government agency
Role
Business development/financial planning support in relation to certain marketing assets.
Role
Strategic review of options available with respect to our client's publishing and information divisions.
Client
Professional institute
Role
Strategy advice relating to operational and financial review of one of our client's core outsourced marketing services.
Client
Government agency
Client
Professional institute
Role
Strategic review of options available with respect to one of our client's key publishing divisions earmarked for outsourcing.
Client
Government agency
Role
Risk review of all licences entered into pertaining to outsourced operational management of our client's businesses.