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Julien S.JS

Julien S.

Investment specialist - M&A, PE, VC, Business Plan

€600/day
Genève, CH
3-7 years

Average response time: 1 hour

About Julien

J’aide les entrepreneurs, dirigeants et investisseurs à sécuriser, structurer et créer de la valeur sur leurs opérations financières et stratégique. Grâce à une expérience en Transaction Services M&A chez Deloitte, et une activité de portfolio management et d'investissement et sur des opérations de croissance, de cession et d’acquisition, j’apporte une analyse rigoureuse, une lecture claire des risques et une capacité à transformer des enjeux complexes en décisions concrètes.

Je m’appuie sur un track record solide de transactions réalisées en buy-side comme en sell-side, ainsi qu’une exposition à de nombreux secteurs, ce qui me permet d’apporter une vision transversale et pragmatique à chaque projet. J’interviens sur des missions d’analyse de performance, de structuration financière, de suivi d’investissement, de financial due diligence mais aussi d’aide à la conception de stratégies de levée de fonds, d'acquisition et de financements.

Mon approche combine expertise financière, vision stratégique et capacité à collaborer efficacement avec des équipes pluridisciplinaires pour faire avancer les projets et fiabiliser les décisions.
  • French

    Native or bilingual

  • English

    Native or bilingual

  • Spanish

    Basic

Remote only
Primarily works remotely

Experience

  • FAMILY OFFICE
    PORTFOLIO MANAGER
    January 2025 - Today (1 year and 5 months)
    • • Originated deals and led due diligence on global buyout investments across various sectors (real estate, luxury, media, tech, and secondaries) supporting investment decisions
    • • Led and supported deal structuring including financing, valorisation, business plan review, terms negotiations, and coordination with legal and tax advisors to set up and optimize investment vehicles. Overviewed the full M&A cycle.
    • • Monitored portfolio company performance, supported board preparation, and advised on follow-on investments including liquidity planning, capital calls and cash flow forecasting.
    • • Managed relationships with co-investment partners and other external providers (lawyers, banks, Big 4 etc.).
    Business plan Investissement Due Diligence Valorisation d'entreprise Corporate Finance
  • DELOITTE AG
    SENIOR CONSULTANT M&A ADVISORY TRANSACTION SERVICES
    February 2022 - December 2024 (2 years and 10 months)
    Geneva, Switzerland
    • •Facilitated clients' M&A processes with a focus on financialdue diligence across diverse industries and countries (buy side/ sellside).
    • •Collaborated with internalteams and clients to develop action plans addressing specific challenges and objectives.
    • •Prioritized and organized tasks to efficiently achieve service goals, including delivering detailed reports within tightdeadlines.
    • •Offered guidance on operational processes, business development initiatives, organizational changes, and areas of improvement including the management of junior staff members.
    Due Diligence Valorisation d'entreprise Private Equity Venture Capital Information Memorandum
  • BNP PARIBAS REAL ESTATE
    FUND MANAGEMENT ANALYST
    February 2021 - January 2022 (11 months)
    Paris, France
    • •Managed realestate funds OPCIand SCPItotaling 1,000m€ in assets under management, serving to institutionaland retail investors. Responsabilities included business plan modeling, bank financing, valuation, and distribution policy analysis across diverse assetclasses.
    • •Produced reports, presentations, and documentation for managementcommittee and investor supervisory board meetings, ensuring thorough financialreporting on a quarterly basis.

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Education

  • Msc Finance
    HEC Lausanne
    2022
    Msc Finance
  • BSc Management
    HEC Lausanne
    2018
    BSc Management and Economics

Skill set

Categories