M & A and Strategic Advisory

We offer the full suite of M&A and Strategic Advisory Services to address our clients’ needs across all major sectors.

Mergers & Acquisitions

We assist clients in reaching their strategic objectives and in maximizing shareholder value through M&A transactions working either on the buy side or sell side. As part of our work we:

  • Explore financial and strategic alternatives that help our clients meet their objectives
  • Identify potential acquisition targets or investors/buyers
  • Determine and manage the appropriate approach to counterparties
  • Identify and implement the most applicable deal structures
  • Lead and coordinate the transaction process (due diligence, valuation analysis, legal documentation preparation and transaction closing)
  • Actively participate and drive transaction negotiations
Our clients have the confidence to pursue their plans knowing they have the long term support of a trusted partner through NBG Securities.

Privatizations

We are an undisputed leader in privatization mandates in Greece, being the reference advisor to landmark privatization transactions across several sectors, indicatively advising the Hellenic Republic in the privatizations of PPC, OPAP, IBC and AIA.

Fairness Opinions


We provide independent advice to Boards of Directors, Special Committees and companies in connection with the fairness from a financial point of view on relevant transactions.

Our long-standing experience coupled with our tailored approach to each transaction provides the highest level of comfort.

Corporate Restructurings

Capitalizing on our knowledge of industries and companies and of the whole range of structured financial products, we develop innovative bespoke capital solutions for clients looking to restructure their balance sheets.

General Corporate Finance Services

We offer a broad range of general corporate finance services including capital structure review, dividend policy analysis and strategic alternatives assessment that help clients better manage their business.

Capital Markets Advisory

We have expertise in creative structuring and robust execution of capital markets transactions. We provide support on all aspects of raising capital, including advisory and underwriting services.

Our clients benefit from a strong domestic and international placing power backed by a highly skilled sales team in London.

Equity Capital Markets

Initial Public Offerings (IPOs)

We offer IPO services to companies seeking to list on public markets in Greece or Romania. 

We work closely with companies management and shareholders to:

  • Gain an in depth understanding of the business
  • Develop the equity story
  • Guide effectively through regulatory issues
  • Draft and prepare all relevant documentation 
  • Appropriately position the company so as to maximize valuation
  • Provide access to an expanded Institutional Investor base
  • Monitor market conditions and launch book building process at the appropriate timing
  • Provide post-listing support (equity research reports, roadshows etc)

Secondary Public Offerings (SPOs) - Share Capital Increase

We track market conditions and company performance and maintain an active dialogue with domestic and international investors to identify the opportunities for clients interested in market placements through capital increases or secondary offerings (private placements, block trades etc.) and provide clients with strategic advice and execution capabilities on key structuring and other transaction related issues.

Debt Capital Markets

Supported by our team based in London, we identify the optimal financing solutions, participate in syndicates with international banks and distribute fixed income securities across a wide base of international institutional and private banking investors. Within this context we assist our clients in all transactions stages from the preparation of the relevant legal, regulatory and marketing material to transaction execution and placement.

Corporate Bonds

We have in depth expertise in structuring and arranging corporate bonds of all types to address our clients’ needs and capitalize on market trends.

Private Placements

As bank lending disintermediation continues with more capital being raised from institutional credit investors, alternative platforms and insurance companies through direct lending and private debt transactions, our team is well placed to originate, structure, arrange and distribute notes in situations where traditional corporate bank lending or access to bond markets is not optimal or available for an issuer.

Equity Linked Securities and Securitizations

Our experience in equity linked products and Greek linked securitizations allows us to successfully structure such financing products and places us in a favorable position to exploit opportunities when the market reopens.

Tender Offers

We are the leading institution in Greek tender offers with unrivaled credentials. In each transaction, jointly with NBG, we offer a full spectrum of services taking on multiple roles:

Offeror’s Advisor

  • Advise on structuring and optimal course of action
  • Prepare offer documentation
  • Liaise with the Capital Market Commission
  • Manage transaction mechanics to ensure smooth execution

Tender Agent
  • Provide NBG’s branch network for the distribution of Acceptance Forms
  • Work in line with the Hellenic Central Securities Depository (HCSD) for the transfer of tendered shares and the completion of the off-exchange transfer
  • Provide Credit Institution services (proof of funds certificate)
Brokerage
  • Execute on-market trades on behalf of the Offeror
  • Execute block-trades
  • Provide market trend analysis

Target's Advisor

  • Provide fairness Opinion to the BoD of the Target regarding the Tender Offer
Landmark Transactions
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DEH
Financial Advisor to PPC in relation to IPTO's
ownership unbundling and sale
of a 24% stake to strategic investor
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2017
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ΕΛ.ΤΕΧ ΑΝΕΜΟΣ
Sole Bookrunner, lead underwriter & joint advisor to ELTECH Anemos Initial Public Offering
  € 35.1 million
2014
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HRADF
Financial Advisor to the Hellenic Republic Asset Development Fund on the sale of 33% stake to EMMA DELTA
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  € 712 million
2013
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COCA-COLA HBC AG
Tender Agent to Coca-Cola HBC AG regarding the Voluntary Exchange Offer for Coca Cola Hellenic and Listing on the LSE
  € 7.6 billion
2013