What you have built deserves a strategy
that matches its ambition.
Strategic support for your capital operation.
Behind your company are years of hard work, decisions, and assumed risks. The upcoming sale or fundraising is likely the most important financial operation of your professional life.
PHE Advisory fills the space that neither your accountant nor a traditional investment bank can fill: that of a senior, independent project director whose sole interest is to see the operation succeed under the best possible conditions for you.
Prepare with rigor.
Negotiate with intransigence.
Every operation is different. The method, however, does not change: structure upstream, pilot with precision, hold firm until closing.
Sell your SME
A sale is prepared long before the first buyer arrives. We normalize accounts, build the selling memorandum, and anticipate friction points — so that due diligence is never a surprise, and valuation is defended until closing.
The Sale Method →Raise Funds
A convincing fundraising deck cannot be improvised. Pitch, financial modeling, roadshow, negotiation of the shareholders' agreement — we structure each step so you arrive in a position of strength before investors, and leave with the right conditions.
The Fundraising Method →Three convictions
that never waver.
Total Independence
Our remuneration is a fixed success fee, contracted before starting. Never a commission on transaction value. Our interest is structurally aligned with yours — not on principle, but by contract.
Orchestrator
We don't claim to do everything. We pilot the strategy and coordinate the right experts at the right time for you: M&A lawyers, auditors, tax specialists. One contact point, a global vision, zero bottlenecks.
Senior contact from first call to closing
The founder is your direct contact at every step. No delegation to a junior mid-mission. No information loss. The same high standards, from start to finish.
Check the viability of your project —
complimentary, in 30 minutes.
Before committing to anything, let's talk. The Strategic Scoping Consultation is complimentary, conducted personally by the founder, and strictly confidential. Thirty minutes for you to leave with a clear reading of your situation.
30 min complimentary · Subject to file selection
Confidentiality guaranteed under NDA