• The Luxembourg Financial Connection - Issue 22

    EY’s newsletter on regulatory, leading practices and market developments in the financial services industry from a Luxembourg perspective - including seven articles and covering over 60 new developments.

  • Investment Funds in Luxembourg 2014

    The purpose of this technical guide is to provide, in a clear and concise format, an introduction to Luxembourg as a center for investment funds, the types of funds available and a summary of the regulations applicable to the formation and operation of Luxembourg investment funds.

  • Working capital management 2014: All tied up

    Our latest analysis of the working capital performance of leading companies in the US and Europe shows a further deterioration in the US and relative stability in Europe.

  • Valuation on the radar

    Alternative asset managers are increasingly facing opportunites, challenges and constraints in the light of rising regulations such as the AIFMD.

  • Capital Insights magazine - issue 10

    Which new frontiers are providing corporates with growth opportunities? We investigate the factors that can give leaders an edge as they seek to expand their businesses.

  • Capital Confidence Barometer: April 2014

    With a focus on cost management, higher risk organic growth and transformational deals, leading businesses are reshaping for the future.

  • Global financial services M&A themes 2014

    What key themes are likely to influence merger and acquisition activity across banking, insurance and wealth and asset management?

  • Five practices for managing integration success

    Join us as we reveal the key practices companies need to follow to deliver on their integration goals.

  • Transactions in Focus: Spotlight on Mexico

    We explore the advantages and opportunities for investors in Mexico‘s rapidly growing economy, in addition to the special challenges that remain.

Transaction Advisory Services

Managing capital and transactions in a changing world

Need to make better and more-informed decisions about how to strategically manage capital and transactions in a changing world? Let us help.

The Capital Agenda puts your capital needs at the heart of our strategy and focuses on the issues that matter most to you:


  • Preserving capital

    Every business needs to continuously assess the potential impact of evolving market conditions on the performance of its operations and its capital base. Even in a recovering market, companies believing themselves in a stable position can find their situation can change.

    The preservation of capital requires that companies continuously scour their strategies, markets and balance sheets to reassess strengths and weaknesses.

    The focus should be:

    • Stress and distress — e.g., liquidity issues and turnaround plan
    • Customer and supplier analysis
    • Preserving tax assets and minimizing costs
    • Refinancing and restructuring debt, equity and other obligations
    • Dealing with stakeholder relationships and pressure
    • Dispute resolution
  • Optimizing capital

    EY - The Capital Agenda

    Today’s economic climate is forcing businesses to candidly assess their financial fitness.

    More than a mere review of operations, companies today must conduct objective assessments of the alignment of their business strategies.

    The focus should be:

    • Optimizing asset portfolio
    • Delivery of synergies and effective integration
    • Improving working capital and releasing cash
    • Optimizing capital structure
    • Optimizing tax and corporate structure

    See how we can help.

  • Investing capital

    EY - The Capital Agenta

    Investors in your organization want to know why: why this transaction, why at this price and why now?

    Complicating matters, differing stakeholders increasingly bring differing expectations of investments and returns.

    The focus should be:

    • Acquisition and alliances
    • Delivery of synergies and effective integration
    • Planning and structuring transactions to optimize stakeholder return
    • Focused due diligence to mitigate risk and drive value
    • Asset valuations
    • Cost- and tax-efficient structures

    See how we can help.

  • Raising capital

    EY - The Capital Agenta

    A company’s ability to raise capital quickly and effectively is integral to its growth potential and financial well-being. This is true in good times and in bad.

    Whatever the motivation for raising capital, companies can access new funds more effectively if they have planned ahead. They should know how and where they could access capital, if they need it.

    The focus should be:

    • Fundraising (equity and debt): IPO readiness, right issues, PE, private placement and capital markets
    • Optimizing funding structures
    • Asset divestment
    • Infrastructure projects
    • Cost- and tax-efficient structures

    See how we can help.



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