Creating value in mergers and acquisitions
Confidence
We provide our expertise to your project
Commitment
We commit ourselves personally to every transaction for the benefit of our clients
Expertise
We maximise the chances of a successful transaction
Proximity
We know our clients and the market
Network
We have access to national and international investors
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Founded in 1994, dimension SA is specialised in the sale, acquisition and valuation of companies.

We advise business owners, shareholders and financial investors on national and international transactions in various industries.

Dimension is based in Lausanne, Geneva and Zurich and has been part of the BCGE group since 2015.

Services

M&A | Sell-side advisory

  • Execution of sell-side transactions
  • Succession of family businesses
  • Non-strategic business units spin-off
  • Sale of majority or minority stakes
  • Share capital opening

The sale of a company is a complex process that requires a structured and professional approach to overcome the challenges involved. We take charge of the entire sales process, from the start to the conclusion, so that you can complete the transaction under the best possible terms.

Value creation process

Preparation

It takes careful consideration before an entrepreneur decides to sell his business. This can be triggered by a succession that needs to be organised, the desire to find a new financial or strategic partner for the expansion of the company or simply the intention to turn the company into cash. In order to approach a sales project properly, and to adapt our approach and strategy to the specifics of the project, it is necessary to have a clear understanding of the issues and expectations.

A good preparation includes comprehensive asset planning by the seller as well as reviewing the legal structure, adjusting the transaction scope, preparing a business plan or optimising the financial presentation.

Identifying suitable investors

Every company has its own range of potential buyers. It depends on the size of the company, the industry and the respective business model.

It is therefore important to identify the most suitable counterparties among the various categories of investors (financial, strategic or private) to meet the quantitative or qualitative objectives of the sale.

In order to identify the most suitable investors at home or abroad, we use our network, our research capacities and our expertise in the relevant industries. To create optimal market conditions, a number of important aspects, such as confidentiality, need to be taken into account in order to determine the right number of investors to involve in the process, depending on their strategic interest, financial strength or proximity to the company. 

Sales documentation

The preparation of the sales documentation plays a key role in marketing and adding value to a business. They must contain the information appropriate to the stage of the discussions in order to ensure a smooth process, but without exposing the company. The sales documents presented to investors must be of impeccable quality, because it is the first impression that counts and gives investors a sense of seriousness.

We bring our experience to bear to highlight the company's strengths and prepare these documents together with the company managers to ensure that they contain all the relevant information.

Market contact

Interaction with investors requires a high degree of availability, flexibility, expertise and negotiation experience, regardless of whether the investors have experience with transactions or not. Ensuring a smooth liaison between the seller and investors is crucial in order to manage the emotional aspects of such a project and to jointly develop the best strategy for the company.

We therefore coordinate all discussions with the buyers, from the initial contact phase through the negotiation phase to the conclusion of the contract.

Coordination of due diligence

The due diligence phase is one of the most demanding phases of the sales process. It requires professional preparation and monitoring in order to meet the reporting standards required by qualified investors.

We prepare all the necessary documentation and answer the investors' questions to ensure the successful completion of this phase, thus maintaining the momentum of the process.

Negotiation and closing

We analyse and negotiate the detailed acquisition terms and advise the seller on the decision-making process. Our objective is to facilitate the transaction, to identify the best partner for the company and to negotiate the best terms for the shareholders.

It takes careful consideration before an entrepreneur decides to sell his business. This can be triggered by a succession that needs to be organised, the desire to find a new financial or strategic partner for the expansion of the company or simply the intention to turn the company into cash. In order to approach a sales project properly, and to adapt our approach and strategy to the specifics of the project, it is necessary to have a clear understanding of the issues and expectations.

A good preparation includes comprehensive asset planning by the seller as well as reviewing the legal structure, adjusting the transaction scope, preparing a business plan or optimising the financial presentation.

Every company has its own range of potential buyers. It depends on the size of the company, the industry and the respective business model.

It is therefore important to identify the most suitable counterparties among the various categories of investors (financial, strategic or private) to meet the quantitative or qualitative objectives of the sale.

In order to identify the most suitable investors at home or abroad, we use our network, our research capacities and our expertise in the relevant industries. To create optimal market conditions, a number of important aspects, such as confidentiality, need to be taken into account in order to determine the right number of investors to involve in the process, depending on their strategic interest, financial strength or proximity to the company. 

The preparation of the sales documentation plays a key role in marketing and adding value to a business. They must contain the information appropriate to the stage of the discussions in order to ensure a smooth process, but without exposing the company. The sales documents presented to investors must be of impeccable quality, because it is the first impression that counts and gives investors a sense of seriousness.

We bring our experience to bear to highlight the company's strengths and prepare these documents together with the company managers to ensure that they contain all the relevant information.

Interaction with investors requires a high degree of availability, flexibility, expertise and negotiation experience, regardless of whether the investors have experience with transactions or not. Ensuring a smooth liaison between the seller and investors is crucial in order to manage the emotional aspects of such a project and to jointly develop the best strategy for the company.

We therefore coordinate all discussions with the buyers, from the initial contact phase through the negotiation phase to the conclusion of the contract.

The due diligence phase is one of the most demanding phases of the sales process. It requires professional preparation and monitoring in order to meet the reporting standards required by qualified investors.

We prepare all the necessary documentation and answer the investors' questions to ensure the successful completion of this phase, thus maintaining the momentum of the process.

We analyse and negotiate the detailed acquisition terms and advise the seller on the decision-making process. Our objective is to facilitate the transaction, to identify the best partner for the company and to negotiate the best terms for the shareholders.

M&A I Buy-side advisory

  • Execution of buy-side transaction
  • Search for target companies
  • Market screening and contacting
  • Analysis and evaluation of target companies
  • Assistance in negotiations

As part of a takeover or expansion strategy, we take an individual and professional approach to represent the interests of the buyer. A careful analysis of the client’s objectives and market conditions allows us to conduct the search and acquisition process with absolute discretion. We coordinate the transaction in order to maintain the relationship with the target company and maximise the chances of completing the transaction under the best possible conditions.

Valuation

  • Valuation of companies
  • Financial modelling

We conduct business valuations in both transactional contexts and other specific situations (shareholder considerations, estate planning, litigation, fairness opinion), using widely accepted market methods. We draw on our expertise in valuation and financial modelling and use internationally recognised databases and tools. Our experience allows us to understand the challenges of the market.

Financial advisory

  • Analysis of strategic options
  • Preparation for sale
  • Business value enhancement
  • Analysis of the challenges associated with a transaction
  • Comprehensive SME 360° analysis

Buying or selling a business or approaching a strategic or a financial partner are always decisions with high stakes and risks. We provide a neutral view of the company, its potential value, its strengths and weaknesses, thus considerably increasing the chances of a successful outcome.

Transactions

M&A Team

Our team for the Swiss market is made up of M&A professionals.

Board of Directors

Publications

Contacts

Avenue de la Gare 20
CH-1003
Lausanne
Suisse

T : +41 21 317 52 10

Quai de l’Ile 17
CH-1211
CP2251
Genève
Suisse

T : +41 22 809 24 99

Lintheschergasse 19
CH-8021
CP5007
Zurich
Suisse

T : +41 44 419 21 64