Deal Advisory

Transaction processes require full transparency and quick decision-making. Buyers and sellers must be confident that all relevant information has been disclosed and properly assessed. Due diligence is a tool that minimizes risk, increases the credibility of the parties, and allows them to fully exploit the potential of the transaction. It gives market participants control over the process and a better negotiating position.

• We comprehensively analyze all data collected by companies and the role that data can play in the transaction process.
• We combine our extensive industry and transaction knowledge with the ability to analyze large data sets. Our conclusions help our clients make better decisions and achieve better returns on their invested capital.
• Investors are well aware that losing momentum during an M&A transaction can lead to its suspension or cancellation. Our support significantly shortens the transaction time and prevents situations where the parties' interest in the transaction gradually declines.
• We support buyers in confirming or rejecting investment hypotheses. We identify and answer non-obvious questions that other buyers do not ask.
• Sellers also benefit from our service. We enable them to enter the market with a complete picture of the company's value and potential growth opportunities. This, in turn, empowers the seller to demand a higher price, while introducing greater transparency and trust into the process, where both of these qualities are important assets.
• In our work, we use advanced analysis to find hidden opportunities for growth and threats.
• If the sale is abandoned, the insights gained from our data analysis provide information on opportunities for growth, improvement, and innovation. All of this will prepare the company well for when its sale is considered again.

• We begin working with a client by analyzing their strategic goals and the resulting financing needs.
• We then review alternative financing structures in terms of their impact on the achievement of the strategic goals.
• Once the structure has been selected, we seek out the optimal sources of financing.
• For this purpose, we coordinate contacts with financial institutions and potential investors.
• We actively participate in negotiations aimed at obtaining the most favorable financing terms.

Our M&A team provides advisory services at all stages of a deal, for either the buyer or the seller. Our clients approach us for support, appreciating the high standard of our services, industry specialisations, and expertise in local, regional and global markets.

We are a multidisciplinary team of real estate advisors with many years of experience gained on Polish and international markets, with RICS qualifications, ESG certification in real estate, Polish valuer and real estate brokerage licenses. We specialise in strategic and operational advisory for the property sector, including investment transactions, asset/portfolio restructuring, sale & leaseback, equity injections, real estate valuation and financing, as well as ESG (Environmental, Social, Governance) related consulting to the extent required by clients from this sector.

We offer support in building and verifying models and preparing business plans:

• Liquidity tools and analyses
• Financial models and forecasts (construction and reconstruction)
• Business plans, profitability analyses/feasibility studies
• Model audits and reviews
• Private investor and creditor tests, marketability analyses

Our consultants assist in the entire process of developing a strategy for a company, capital group, or individual business segment by:

• developing a business and development strategy, including the preparation of strategic initiatives along with their prioritization and implementation plan,
• preparing a strategic model with quantified strategic actions,
• verifying the current strategy as a result of restructuring activities, transactions, changes in the market environment or economic conditions, and identifying potential changes or new strategic options to maximize value,
• conducting market research, including analysis of the attractiveness of products, geographic markets, sectors, competition, and other conditions necessary for management decisions,
• identifying key risks, requirements, and milestones for operationalizing the selected strategy,
• developing transformation plans, including solutions for managing and controlling their implementation,
• benchmarking selected financial and operational parameters of the company with other entities or best market practices,
• preparing profitability models for activities and investments, as well as operational feasibility studies and due diligence.

We advise companies at all stages of fraud risk management. We support businesses in implementing effective compliance systems, conduct forensic audits, detect irregularities, and provide up-to-date know-how on how to avoid potential losses resulting from fraud.

We advise companies at all stages of fraud risk management. We support businesses in implementing effective compliance systems, conduct forensic audits, detect irregularities, and provide up-to-date know-how on how to avoid potential losses resulting from fraud.

We assist clients in estimating the risks and added value associated with human capital management and in supporting their decision-making processes. We support post-trade integration by providing change management services, preventing loss of know-how through the retention of key talent, integration of organisational cultures and HR transformation.

The reallocation of functions, risks, and resources (assets) between entities is an integral part of the functioning of international capital groups seeking to optimize their operations. Any reorganization between related entities that may constitute restructuring within the meaning of transfer pricing regulations should be properly examined, documented, and even reported. We offer comprehensive support, both in determining the validity and in conducting an independent assessment of the Exit Fee value.