OUR VALUES

INDEPENDENCE & COMMITMENT

Independence and commitment benefit our clients
Our values and business approach have been inspired by traditional “Anglo-Saxon Merchant Banks”, which successfully led the corporate advisory services industry for decades:
Independence: Bucéphale Finance’s capital is 100% owned by its partners
Strong commitment to the success of our clients with Bucéphale Finance’s partners involvement at every step of a transaction
Limited intervention scope to provide educated and meaningful advices
Real execution and management experience of the partners
Absolute confidentiality

Independence is the cornerstone of an unbiased advice, free from conflicts of interest

A UNIQUE, CUSTOMIZED AND CONFIDENTIAL RELATIONSHIP

A unique advisory culture

We are dedicated to bringing added value to a limited number of clients rather than providing « by-the-book » standard answers to a large client roster
Our focus on pure advisory, specialised skill set and rigourous selection of team members allow us to customized each mandate

CREATIVITY & EFFICIENCY

Creativity and efficiency are the fondation for long term client relationship
Our team members benefit from both industrial and financial experience bringing added value to the transaction

Our reputation thrived on creativity and efficiency and we pride ourselves in being the “trusted advisor” of our clients. We have established with them - whether corporate, private equity or family-owned businesses - a relationship based on long term view and mutual trust

1

Advising client is our sole business

2

We advise on a wide range of matters

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Proven track record of creativity and efficiency

4

Experienced team with significant transactional expertise

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Independence, No conflict of interests

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Absolute confidentiality

CORPORATE ADVISORY SERVICES

MERGERS & ACQUISITIONS

Listed & unlisted transactions
Acquisitions, divestment and other operations (merger, JV, etc.)
“Public to Private” (P2P) transactions

STRATEGIC ADVISORY

Target identification
Structural acquisition analysis
Takeover defense initiatives

FUND RAISING (DEBT & EQUITY)

Capital raising
“New Money” research
Debt raising advisory

RESTRUCTURING ADVISORY

Balance sheet restructuration (debt & equity)
Shareholding structure renewal

LEVERAGED TRANSACTIONS

Provide tailored solutions to private equity funds, historical shareholders or managers
LBO, MBO, MBI

THE TEAM

Our team is composed of 15 seasoned individuals gather on-the-ground experiences gained through both industrial and financial exposure Our lean and flexible organisation combined with our collaborative corporate culture allows every individual in the team to make a contribution
JEAN-MARC FORNERI

Jean-Marc is the founding partner and President of Bucéphale Finance.

Jean-Marc started his career in 1984 as “Inspecteur des Finances” and in 1987 he became Advisor to Edouard Balladur, French Finance Minister. In 1988 he joined Skis Rossignol, the world leading ski manufacturer, as Managing Director, before joining in 1994 Worms et Cie as Managing Partner in charge of investment banking. In 1996, Jean-Marc became Head of Credit Suisse First Boston France. Amongst other clients, Jean-Marc has advised on national and international M&A transactions for clients such as Arkema, Clarins, “Caisse d’ Epargne” Group, EDF, Eurazeo, Fininfo, France Telecom-Orange, Galeries Lafayette, Marinopoulos Group, KKR, Onet, Total, Vivendi Universal, Wendel and FSI.

Jean-Marc is a lawyer, and graduated from the IEP (Institute of Political Studies) and the ENA (French national civil service school)

DAVID ORBAN

David Orban is partner of Bucéphale Finance.

David Orban has more than 10 years of experience in investment banking. He has executed and contributed to the origination of transactions with corporates, family-owned groups and investment funds in various sectors such as Oil & Gas, the chemical industry, retail, leisure, food & beverages or cosmetics.

Prior to joining the company, David Orban worked for 3 years as an auditor for Ernst & Young. David holds a Master of Management and a bachelor’s degree (DESS) in International business from Dauphine University in Paris

JEROME DIAN

Jérôme Dian is Director of Bucéphale Finance.

Jérôme Dian began his career in the Ministry of Finance in 2001 where he held senior positions and became an expert on corporate taxation. Promoted as Inspector of Finances in 2014, he has carried out numerous consulting and strategic missions to the Government, specially in the field of IT, infrastructure, energy and real estate. He also conducted expert missions for the Prime Minister and the National Audit Office.

Jérôme Dian has a master’s degree in mathematics. Former student of the national tax school. He teaches tax law at the University of Paris Ouest.

TIMOTHEE FONTAINE

Timothée Fontaine is Director of Bucéphale Finance.

Timothée Fontaine joined Bucéphale Finance in 2009 and has executed a wide range of M&A transactions with both private and public companies and private equity funds notably in the chemical, oil & gas, retail and luxury industries

Timothée Fontaine has also extensive experience on restructuring and financing issues

Timothée Fontaine is a graduate from Paris-Dauphine University (Master’s degree in Corporate Finance and Financial Engineering)

OUR CREDENTIALS

VIEW ALL CREDENTIALS

PRESS

22-06-2016
Bloomberg
Valentino's Qatari Owners Acquire French Fashion Brand Balmain
22-06-2016
The New York Times
Qatari Investment Group Acquires Parisian Fashion House Balmain
22-06-2016
Financial Times
Qatari fund buys Balmain fashion house
21-06-2016
The Guardian
Fashion house Balmain sold to Qatar's Mayhoola sovereign wealth fund
29-06-2015
Arab News
Hollande and Alwaleed meet at Elysee Palace
29-06-2015
NewsManagers
Creation of a USD400m Franco-Saudi investment fund
28-06-2015
Mist News
Alwaleed welcomes wealth fund deal
28-06-2015
Middle East North Africa Financial Network (MENAFN)
French Group To Invest In Kingdom Holding
27-06-2015
TradeArabia
Kingdom Holding, CDC set up $400m fund
26-06-2015
Dow Jones Institutional News
Press Release: In a Historic Deal, CDC France's Sovereign Wealth Fund Leads a Consortium of France's Big Companies to Invest SR563 million ($150 million) in KHC
26-06-2015
Bloomberg
Billionaire Alwaleed Sells Kingdom Stake to French Group
22-06-2015
Bucéphale Finance
Bucéphale Finance strengthens its team and promotes two new partners
16-10-2014
CIS
CP CIS sets up in Middle East
14-06-2014
Islamic Finance News
Kingdom Holding Co signs MoU with CDC International Capital to establish investment company
13-06-2014
Mena report
South Africa : Kingdom Holding & Caisse des Depots Group Announce Strategic Investment Partnership
13-06-2014
Private Equity Wire
Kingdom Holding Company and Caisse des Dépôts Group form investment partnership
13-06-2014
Arab News
KHC, Caisse des Depots Group reach investment partnership
13-06-2014
GulfBase
Kingdom Holding, Caisse des Depots Group reach investment partnership
12-06-2014
Kingdom
Prince Alwaleed with Caisse des Dépôts Group Members & KHC Management
12-06-2014
Zawya
Kingdom Holding & Caisse des Dépôts Group Announce Strategic Investment Partnership
12-06-2014
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Kingdom Holding & Caisse des Dépôts Group Announce Strategic Investment Partnership
12-06-2014
Infrastructure Investor
CDC in tie-up with Saudi conglomerate
12-06-2014
Kingdom
Prince Alwaleed with Caisse des Dépôts Group Members & KHC Management
12-06-2014
Kingdom
Kingdom Holding & Caisse des Dépôts Group Announce Strategic Investment Partnership
01-08-2013
Reuters
Pamplona gets 635 mln euros of debt for French OGF buyout
05-07-2013
The Middle East Times
Prince Alwaleed & Senegalese Minister of Tourism Discusses Investments
04-07-2013
Mist News
Prince Alwaleed and Senegalese Minister of Tourism discuss investments
04-07-2013
Mubasher
Prince Alwaleed, Senegalese Minister of Tourism Discusses Investments
02-07-2013
Zawya
Prince Alwaleed & Senegalese Minister of Tourism Discusses Investments
02-07-2013
Middle East Company News
Prince Alwaleed and Senegalese Minister of Tourism discuss investments
02-07-2013
Kingdom.sa
Prince Alwaleed & Senegalese Minister of Tourism Discusses Investments
18-03-2013
Areva / 2012 Earnings presentation
Areva intends to finalise the disposal of Canberra by the end of march 2013
13-12-2012
MarketLine
Primavista acquires Family Service
16-06-2012
Financial Times
French groups cut exposure to Greece