Our Expertise

Buy-Side Advisory

Acquirers are the ones who put capital at risk. For the investor, the work just begins with the acquisition and it is therefore necessary to realize the investment on solid foundations. We are here to support the acquirers in every step of this journey.

The very first step is to do our homework and prepare a clear acquisition strategy and investment objectives. Setting up the right investment thesis, understanding the market dynamics and preparing a tailored list of suitable acquisition targets are necessary foundations for launching an investment process. We appreciate that every investor has unique preferences – our experience in many sectors, entrepreneurial approach and willingness to understand the fundamentals of the business will allow us to prepare for it properly.

Execution of a transaction itself is a subsequent phase of the process. We are here to advise which potential companies to approach, how to structure investment proposition to them and manage the investment due diligence process.

When approaching the finish line, the crucial time for reaching a deal comes. We are here to analyse the value of the target business, structure the offer and be at the forefront of negotiations over transaction documentation until the very end of the transaction. ​

However, it does not end there – we think forward and are ready to support the clients with a proper takeover, integration of the business and realization of the value they paid for.

Sell-Side Advisory

In most of the cases, when entrepreneurs do sell the business, it is a once-in-a-lifetime decision and situation. For them, it is important to do everything right. ​We are here to support the sellers in every step of this journey. ​

The very first step is to do our homework and prepare the company and the client for this process. Setting up the right disposal strategy, goals and expectations, and preparing the company to present its value proposition are necessary foundations for maximizing the value in the disposal process. We appreciate that every process is unique and requires a tailor-made plan – our experience in many M&A processes and sectors will allow us to start it properly.

Execution of a transaction itself is a subsequent phase of the process. We are here to advise which potential buyers to approach, how to present the target business and manage the investment due diligence process.​

When approaching a finish line, the crucial time for reaching a deal comes. We are here to evaluate the offers and be at the forefront of negotiations over transaction documentation until the very end of the transaction.

Buy-Side Advisory

The acquisition of a real estate might seem to be a straight­forward process. There are, however, many considerations if a buyer wants to undertake the invest­ment properly – from finding the right property, buying for the right price, to having the right transaction documenta­tion in place. We are here to support the acquirers in every step of this journey.

​Sourcing the investment opportunities could be the basis for cooperation. Starting from the understanding of investment criteria, we are here to provide an overview on potential investment opportunities on the market or pro-actively initiate the discussion with the owners of assets that are not on the market yet.​

​Once the transaction is set, we are here to provide the financial and operational assessment of the property to identify major attributes, which, together with evaluation and pricing analysis of the target property, need to be considered.

We are experienced to provide a full spectrum of support to the buyer​ during the transaction process – from managing the buy-side process on client’s behalf, due diligence investigation, to the negotiation over the transaction documentation such as a letter of intent, purchase agreement and other related documentation. ​

Our experience in real estate investment and operation activities makes us best placed to conduct the transaction to the maximum extent, potentially resulting only in the involvement of the client in taking the decision on key commercial matters of the transaction.

Sell-Side Advisory

One of the key responsibilities of asset owners and managers is active work and assessment of the properties in the portfolio. A significant source of value in the property portfolio also relates to the disposal of properties – in the right time for the right price. We are here to support the sellers in every step of this journey.

The very first step is to assess the current market environment and potential changes in the value of the property. Understanding the spectrum of potential buyers and the value the disposal might generate is a necessary foundation for maximizing the value in the disposal process. We appreciate that every process and property is unique and requires a tailor-made strategy – our experience in many M&A processes and real estate business as such will allow us to start it properly.​

Execution of a transaction itself is a subsequent phase of the process. We are here to advise which potential buyers to approach, how to present the target property and manage the investment due diligence process.​

Approaching the finish line is a crucial moment for reaching a deal. We are here to evaluate the offers and be at the forefront of negotiations over transaction documentation until the very end of the transaction.​

Company Valuation
Financial Planning

Assessing the value of the business and investment is in the core of decision-making process, regardless of the situation. We are here to provide an independent assessment of the value of the business.

The evaluation of a target company is a common situation for potential buyer. We are experienced in assessing the current business, potential future financial development, and respective risks that impact on the value of the target on a stand-alone basis or with potential synergies included. These are prerequisites for informed decision-making in the investment process.​

The opposite view is also important when the owners of the company want to understand the value of their business. Potential situations where we can assist range from just knowing how much the company they have built could be worth, setting the right price strategy for ongoing disposal of the company, to the resolution of the relationships with other shareholders. ​

Last but not least, preparation of a solid financial and cash flow plan can also serve for the purpose of capital investment in the normal course of business. Before investing hard-earned money back into the company, we are here to support the shareholders and management in the assessment of cash flow profile and potential return on their investments.​

Capital Structure Optimization

In addition to the performance of the business itself, maximizing the return from the invested capital is another means of creating the value for shareholders. We are here to assess and advise on the optimal capital structure and diversification of the sources of corporate financing.​

The company has primarily two main sources of capital: shareholder’s equity and external debt. Optimizing and actively assessing the ratio between the two, bearing in mind sustainability as well as the cost of such capital structure, are amongst our competences in corporate finance advisory.​

With respect to external financing, it is important to set the structure and external financing costs appropriately to the business. We have a wide experience of raising external finance, either from the bank providers or through alternative instruments such as bonds, mezzanine loans, or alternative debt and/or equity contributions to the company.

Market Study

When assessing the expansion into foreign markets or considering investments in the unchartered waters, the first step is to assess the environment and understand market situation. We are here to assess the current and potential future situation, summarize on market dynamics and analyse the risks and opportunities of the target market.​

Our assessment can comprise several aspects of the business, ranging from macroeconomic and political situation, development of respective sector, key participants in the target market to key considerations regarding legislation framework.

Shareholding Matters

A change in the shareholding structure in the company could be the dynamics that will form the future of the company in the long run. It, however, does not only affect the company itself, it mainly results in changes in return on investment, personal wealth, and engagement in the business of the shareholders.

We are here to support the negotiations between the shareholders in setting-up, changing and renegotiating the relationship between the owners of the business.​

Another dynamic, especially in the region of Central Europe, is the transition of ownership and management of the company from the founders to their heirs or other family members. The combination of assessing the value of the transferred business and its prospects, finding the potential partner that might support the transition process or advising on structuring the change and target outcome of the process in the future is advise we are ready to provide.​