Serge V.
Financial Trainer: Accounting, Valuation & Cap Markets
Professional Value
Serge is a financial trainer who helps investment‑bank M&A teams master accounting, valuation and capital‑markets techniques. He designs bespoke programmes drawing on his role in the €20 billion Crédit Lyonnais public offer and senior M&A positions at Barclays and Citigroup. His expertise spans European and US financial services markets, underpinned by an MBA from Kellogg School of Management.
Selected Clients
Executive Profile
Pre-M&A deal specialist. MBA, Kellogg School of Management. Serge started his career as a credit analyst at Banque Continentale in Luxembourg, then moved to Deloitte as an auditor specialised in financial institutions. Following his MBA, he worked in investment banking at Citigroup in London and New York where he focused on M&A transactions for financial services clients. Serge was involved in the EUR 20 billion public offer of Crédit Lyonnais by Crédit Agricole, one of the largest European banking transactions.
Latterly he was a Vice-President in the internal M&A department of Barclays Bank in London where his experience included the acquisition of ABSA, one of the leading South African banks, the purchase of ING Private Banking in France and the failed acquisition of Banco Atlantico in Spain.
Serge is an experienced financial trainer in the fields of Accounting, Corporate Finance (Financial Modelling, Valuation, M&A, LBO), Capital Markets and Regulatory Capital. His clients include leading investment banks and M&A boutiques, including Morgan Stanley, Rothschild, Calyon...
Serge began his career as a Credit Analyst at Banque Continentale in Luxembourg, where he conducted credit analyses for short and long-term credits and participations in loan syndications. He then worked as a Senior Auditor for Deloitte & Touche in Luxembourg, auditing and preparing financial statements for a variety of banks, insurance, investment funds, venture capital and commercial companies.
Serge continued his career in Investment Banking at Citigroup (ex-Salomon Smith Barney) in London and New York where he worked on a variety of M&A, LBO and debt offerings, mainly for financial services clients. Serge was involved in the EUR 20 billion public offer of Crédit Lyonnais by Crédit Agricole, one of the largest European banking transactions.
Serge then worked as a Vice-President in the internal M&A department of Barclays Bank in London where his experience included the acquisition of ABSA, one of the leading South African banks, the purchase of ING Private Banking in France and the failed acquisition of Banco Atlantico in Spain.
Serge founded and manages a property consultancy specialised in French residential properties.
Core Competencies
Mergers And Acquisitions
Serge possesses extensive experience in Mergers and Acquisitions, having worked on numerous transactions, including the EUR 20 billion public offer of Crédit Lyonnais by Crédit Agricole.
He is skilled in financial modelling, valuation techniques, and M&A negotiation.
Accounting
Serge has a strong background in Accounting, having worked as a Senior Auditor for Deloitte and conducted credit analyses for Banque Continentale.
He is knowledgeable in auditing, accounting procedures, and financial reporting for industrial, commercial, and financial services companies.
Small Business
As the founder of a property consultancy, Serge has experience in managing a small business, including preparing business plans, identifying financing options, and overseeing day-to-day operations.
He is also familiar with recruiting, accounting, tax management, and setting up procedures.