SOME OF OUR SUCCESS STORIES
The following are some of the highlights among our success stories
“Quickly, and without giving us much work, Confianz detected the problems, reordered the business structure and is now ready for the next generation, we no longer plan to sell.”
Manager of CARTONAJES JUÁREZ
Cartonajes Juárez creates a family holding company to improve its management
CARTONAJES JUAREZ is a family business from Segovia (San Ildefonso de la Granja) specialized in the manufacture and distribution of paper and cardboard.Like many others, the company owned some real estate assets affected by the business risk of the business and, with the advice of Confianz, the property managed the constitution of a real estate leasing company (through a spin-off operation), in which he placed the real estate properties that were within the trading company; and also constituted a family holding company, which was the parent company of all the companies in the group.
In the words of Áurea Juarez, Manager, “thanks to the work of Confianz, the different societies are now ordered, each of the brothers is clear about our role, and the business is more prepared to face day to day and, above all, to the continuity of the next generation ”.
With these changes, Juarez has achieved several important objectives to ensure the continuity of the company and minimize risks for the owner families: separate a high-value assets from business risk; generate greater financing capacity for the operating company when it needs liquidity, since the company may grant the guarantee of the financial company, if it deems appropriate, offering greater guarantees to the bank; professionalize the structure before the entry of successive family generations; generate a better patrimonial structure, being able to replenish the monetary surpluses of investees, and thus diversify the investment; Professionalize the management of the holding company, being better represented before third parties.
“Confianz raised the possibility of reorganizing the family business, in the face of an upcoming generational succession; a reorganization aimed above all at ensuring the continuity of the company.”
JOSÉ MARÍA PAREJO
Administrator of Plasex
Plasex becomes a family holding company to strengthen itself as a business group
Confianz has carried out the corporate transformation of Plasex, a family owned business based in Toledo, Spain, specializing in the manufacture of PVC and polyethylene pipes, of which it is a supplier of large multinationals such as Leroy Merlin.
The company owned several assets related subject to possible business risk and Confianz first advised the establishment of a family holding company, as a parent company for the group.
The corporate operation has allowed in the first place to separate high value assets from risk. As a result greater financing capacity has been generated for the liquidity needs of the operating company, an also greater guarantees for financial institutions than if this real estate were subject to the ordinary risk of the business.
In this way the continuity for the business has been strengthened and the business structure has been professionalized, before the possible entry into the group of new family generations.
The restructuring has also managed to generate a better patrimonial structure and professionalize the management of a family-owned group, thus being represented in a qualified manner before third parties. The process, points out José María Parejo, Plasex administrator, “beginning with the proposal of a new structure, has been carried out with professionalism and dedication, always taking into account the concerns and observations that we proposed from the company’s management”.
“With the help of Confianz, we have reinforced the possibilities of continuity of the group.”
Manager GRUPO MADRIFERR
Madriferr owners segregate the company’s real estate assets
MADRIFERR SL, a family owned group, is one of the main firms supplying industrial hardware and other products for the construction sector of the Madrid region. The company was created 25 years ago, and currently has facilities of 5,000 square meters and more than 40,000 references of products in stock.
There were several real estate assets held in the company that does the main business activity. With the help and advice of Confianz, they decided to reorder the assets and activities avoiding inefficient involvement.
The strategy put in place by Confianz included the creation of a real estate leasing company (through a spin-off operation), in which several properties were placed, and the constitution of a family Holding Company as a parent company for all the firms in the group.
The restructuring has also meant the following advantages:
– Generation of a greater financing capacity for the operating company when it needs liquidity, since it can provide the guarantee of the real estate company.
– Strengthening the possibilities of continuity of the group and reinforcement of social peace.
– Professionalization of the structure of society before the future entry of successive family generations; and the management of Family Property, being represented in a qualified manner before third parties.
– Generation of a better patrimonial structure, parking the monetary surpluses of the investee companies, via exempt dividend, and thus diversifying the investment in more activities or financing the investees via loan.
“The peace of mind and assurance of being in the hands of experts that generate trust.”
“We were living in a situation of major uncertainty regarding the company’s future, as all its partners were in the process of retiring. Confianz advised us on how to set about ensuring our continuity by making the workers partners and arranging the purchase of the company from the former shareholders.
From securing funding through to the transfer of assets to an equity company and the incorporation of a holding company for purchasing, professionalising and syndicating an atomised ownership structure. We felt very secure throughout the entire process, and the company now has a much more robust structure for facing the future”.
“They have a team of skilled professionals, and above all they are people that generate trust.”
“We were presented with an opportunity to pursue a domestic expansion project in tandem with a UK multinational. Confianz helped us to successfully conclude the negotiations, providing legal, fiscal and labour advice.
Ten years ago they helped us to draw up a family protocol, and since then we have always worked together. Their team knows how to do things properly and professionally”.
Managing Director of Ferreterías Ondiz
- About us
- Family business
- Our clients
- Some of our success stories
- Success stories: Corporate strategy – Continuity plan
- Success stories: Corporate SME
- Success stories: Corporate restructuring operations
- Success stories: Debt financing and refinancing operations
- Success stories: Guidance, planning and management of receivership proceedings
- Success stories: Labour protocol
- WHAT OUR CUSTOMERS THINK ABOUT US
- Some of our success stories