THE REASON FOR THE SEARCH

Edmond de Rothschild, a leading French financial group, required an Associate within its M&A Small & Mid-Cap practice to:

• Lead execution of complex M&A transactions across multiple sectors and deal types

• Collaborate directly with client management and investor groups to structure and execute strategic sales

• Drive financial modelling, presentation drafting, and due diligence coordination independently

THE PRIVATE EQUITY FIRM

Edmond de Rothschild

Julie is part of the M&A advisory team at Edmond de Rothschild, focusing on French mid-cap clients across diverse sectors. The firm advises both private equity and corporate clients on strategic transactions, particularly sell-side mandates. Sector exposure includes healthcare (notably medical devices), manufacturing, B2B distribution, business services, technology, education, energy, and consumer goods. Clients include Abenex, UI, Bridgepoint Investments, and privately held businesses.

THE PORTFOLIO COMPANY

Julie has worked on over 35 projects, including:

• Buy-side mandates: 5

• Sell-side mandates: 10

• Due diligence processes: 15

One of her most complex and successful engagements involved the sale of a group of 100 retirement companies to L Squared. Her involvement included managing daily transaction processes, supervising data room structures, managing LBO models, and acting as a strategic liaison between management teams and investor counterparts.

THE SEARCH REQUIREMENTS

• M&A advisory experience with strong exposure to both private equity clients and strategic buyers
• Proficiency in LBO modelling, valuation methods, and end-to-end process execution
• Demonstrated ability to manage processes and teams autonomously in a high-volume deal environment
• Deep sectoral knowledge with a preference for healthcare, education, and B2B services
• Desire to transition from advisory to private equity, contributing to long-term portfolio value

OUR APPROACH

Raw Selection identified candidates with French mid-market advisory experience and tangible exposure to PE clients:

• Mapped French-speaking M&A professionals with healthcare and LBO exposure

• Prioritised candidates demonstrating frustration with advisory-only roles and eagerness to move into PE

• Evaluated cultural preferences including entrepreneurialism, multicultural teams, and long-term strategy involvement

• Reviewed execution competence and team management capabilities across mid-cap processes

THOUGHTS ON THE CANDIDATE

Julie brings outstanding M&A experience from one of France’s most reputable mid-market advisory platforms. She manages the day-to-day execution of transactions independently and works closely with both management and investor stakeholders. Her financial modelling skills are well-developed, and her process understanding has matured across a broad sector base. She is increasingly drawn to private equity where she can move beyond advisory and influence portfolio development post-close.

IMPACT & RESULTS

Execution Ownership: Delivered over 35 projects, including complex multi-entity transactions
Strategic Sale: Led on a significant exit of 100 healthcare entities to L Squared
Sectoral Breadth: Operated across healthcare, B2B services, education, and industrials

CLIENT TESTIMONIAL

“Julie’s impact goes beyond execution. She has the ability to manage complexity, adapt to different client demands, and deliver high-quality outputs under pressure. She is now ready to take her strategic insights into a full investment role where she can contribute more actively post-deal.”

Julie Lo, Associate, ArchiMed