Family-owned industrial group (second generation) · Component manufacturing · Spain
The challenge
This family group, a leader in its niche, had two issues to tackle at the same time. It needed to restructure and optimise its debt to prepare for growth, and to design a third-generation succession protocol that would secure the company’s future.
What we did
- Working with corporate finance and strategic risk specialists from our network, we analysed the risks and drew up the financial restructuring plan.
- Lawyers from our network prepared the legal framework for the succession protocol.
- In a second phase, we designed and implemented a whistleblowing channel and a compliance system on a RegTech platform, meeting the new legal requirement for a whistleblowing channel and professionalising the company’s governance.
The outcome
- Debt restructuring completed, freeing up 15% of cash flow for investment.
- Succession protocol signed.
- Compliance system and whistleblowing channel up and running, in line with the regulations.
- Two potential acquisition targets identified for expansion.
Services involved: Global Law and Integrated Legal Advisory · Global Regulatory Strategy · Implementation and Technology (bespoke development) · Institutional Connections.