Industry, Energy & Infrastructure
Our perspective
Industrial organisations often have under-documented value: operational know-how, long-term contracts, intellectual property on processes, networks of strategic subcontractors. CIFSO 5000 provides a common language between the executive who knows their value and the investor who needs to verify it.
In the energy transition and infrastructure sectors, asset robustness and transferability are becoming decisive financing criteria.
Sectors covered
01StrategicEnergy & Utilities
Energy transition, smart grid, EU ETS, asset management AI and critical infrastructure resilience.
02ConsolidationIndustry & Manufacturing
Industry 4.0, predictive maintenance, MES/ERP, ISO quality and enforceable value base.
03RecurringLogistics & Supply Chain
Real-time visibility, flow optimisation AI, customs compliance, 3PL/4PL and recurring value.
04ComplexConstruction & Infrastructure
BIM, predictive maintenance, complex contracts, multi-level subcontractors and governance.
05ConfidentialAerospace & Defence
Embedded systems, mission AI, ITAR/EAR, strategic subcontractors and confidential certification.
06TransformationAutomotive & Mobility
Embedded AI, Tier-1/2 suppliers, electrification and MaaS — cross-OEM M&A opportunities.
07ESGAgriculture & Agri-food
Traceability, yield AI, sanitary compliance and proprietary IP to certify.
08Strong IPChemicals & Advanced Materials
R&D data, REACH, supplier contracts and specialised intellectual property.
09ConsolidationTransport & Freight
Fleet optimisation, transport compliance, digital platforms and documented value.
Our applied expertise
CIFSO 5000 Certification
Certified documentation of operational know-how, long-term contracts, proprietary processes and industrial governance — a defensible basis for any financing, sale or mid-cap succession.
Strategy Advisory
Positioning in sector consolidation waves (energy, logistics, agri-food), executive governance and planning of industrial and digital transition.
Technology Advisory
Industry 4.0 architecture, MES/ERP integration, predictive monitoring, NIS2 compliance and sovereignty of operational industrial data.
M&A Advisory
Preparation for the sale of an industrial mid-cap, structuring of buyer/seller processes, valuation of intangible operational assets and closing support.
How we support our clients
Three typical profiles, three concrete situations.
Industrial mid-caps & SMEs
“You run an industrial mid-cap in Switzerland or Europe. Succession is approaching — family, a fund or an industrial buyer. Your value is real but poorly documented: know-how, long-term contracts, subcontractor dependencies. Banks and acquirers are asking for proof.”
What we solve
- Document and certify transferable value before a sale or family succession
- Obtain bank financing based on operational intangible assets
- Prepare for industrial buyer or fund due diligence within M&A process timelines
PE & Infrastructure funds
“You are investing in an industrial or infrastructure target in Europe. The valuation rests on operational assets that are difficult to audit: know-how, supplier contracts, key people, proprietary processes. You need an independent assessment before signing.”
What we solve
- Verify the operational robustness and key-person dependency of an industrial target
- Assess intangible assets (processes, operational IP, contracts) with a certified framework
- Defend the value thesis to co-investors and LPs with enforceable certification
Energy & utility operators
“You manage critical infrastructure assets — smart grid, renewable generation, distribution networks. Your regulators demand proof of resilience, your green bond financiers require ESG documentation, and you are considering monetising your proprietary digital platforms.”
What we solve
- Document and certify operational resilience for a sector regulatory audit
- Prepare proprietary digital assets for green bond or infrastructure fund financing
- Value energy management platforms as certifiable and transferable assets
Publications associées
Toutes nos publications
Strategy
The 5 critical steps to prepare an organisation for a fundraise or sale
Documentation, governance, metrics, technological independence, leadership team. What acquirers and funds really look at, before the term sheet.
Market report
Small & mid-cap: what companies from under 50M€ to 300M€ really expect from an advisory firm
Execution strategy, proprietary assets, external growth, executive talent, market intelligence facing AI. The 5 challenges of the segment without naming them as services.
Verticals
Industry, Energy & Infrastructure: documenting value that balance sheets cannot see
Industrial SMEs and mid-caps carry operational value that is often indefensible for lack of documentation. In a period of energy transition and sector consolidation, this gap blocks financing and transfer.
CIFSO 5000 Certification
Get your organisation assessed and obtain a defensible independent certification.
