Perspectives
The view from inside the deal.
Executive Briefings bring the first-hand perspective of practitioners to Valstron's research.
Executive Briefings
What the filings cannot tell you.
Public documents show what was agreed. Practitioners know why, how it came together and what it took. Executive Briefings bring that view from first hand into the research, next to the facts it explains.
Each perspective is short, attributed and tied to a transaction. It does not replace the analysis; it gives it depth.
From conversation to perspective.
- The briefing
A focused conversation
A confidential exchange with a professional close to the transaction or the sector.
- The perspective
Distilled and attributed
The essential insight, condensed into a short perspective and shaped together with the contributor.
- The Snapshot
Published in context
The perspective appears alongside the Deal Snapshot it informs, or as a note of its own.
Contributors
The people we seek out.
- CorporatesChief financial officers, corporate development and strategy leads.
- Private equityPartners, operating partners and portfolio executives.
- Real estateInvestors, asset managers and pension fund real estate teams.
- AdvisersM&A advisers, lawyers and financing banks.
Where a first-hand view would add most.
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Private Equity · Mar 2026GaldermaWith the sponsor's shares fully placed, the stock now trades on Galderma's own growth and margins rather than on the supply of shares from its former owners.Contribute a perspective
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Real Estate · Oct 2025Copré / SFPManagement fees, the renovation programme and whether other pension funds follow.Contribute a perspective
Private Equity · Sep 2025SMG Swiss Marketplace GroupListing volumes and pricing power, the owners' sell-downs after lock-up, and dividend policy.Contribute a perspective
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M&A · Jun 2025Holcim / AmrizeAmrize's valuation against US peers, capital allocation at both companies, and the shift of the shareholder register towards US investors.Contribute a perspective
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M&A · Apr 2025Helvetia BaloiseSynergies reported against the target, retention in the Swiss non-life book, one-off integration costs and capital strength once those costs are booked.Contribute a perspective
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M&A · Mar 2024Swisscom / Vodafone ItaliaThe synergy path to 2029, net debt reduction, and Fastweb + Vodafone's share of combined fixed and mobile customers.Contribute a perspectiveContribute
Offer a perspective.
Tell us briefly who you are and which transaction or theme you could speak to. We reply personally and discuss the format with you before anything is written.
Close to a transaction? Share your perspective.
We would value your view on one of the transactions we cover, or on one we should.
Offer a perspective