STRATEGIC
ADVISORY

Clients today, Partners tomorrow
Cherry Bay Capital Private Investment Office through the Strategic Advisory practice acts as advisor to
support entrepreneurs in strategic decisions involving their company:
Strategic Advisory
Corporate Finance and M&A
Capital Markets
Wealth Creation
What sets us apart from others:
We do not adopt a “fee & run” approach. Cherry Bay Capital’s strategic positioning is aimed at building
lasting and trusting relationships with clients and entrepreneurs with the aim of serving them as
“Partners of tomorrow” in an integrated way with our other activities within the group.”
How we operate:
We take an integrated approach with the Cherry Bay Capital Multi Family Office team to ensure
consistency with Wealth Advisory activities.
Generating
- Scouting target companies
- Valuations and due diligence
- Deal structuring & financing
- Wealth transmission, tax & fiscal implications
Managing
- Strategic assessment & planning
- Add-on & M&A
- Controlling & reporting
- Governance & incentives
Exiting
- Sell side scouting/beauty contest management
- IPO & Capital Markets
- Liquidity event management