By adopting an appropriate strategy to finance the operations of a SME company or start-up, the shareholders or partners can be sure that they will be able to participate in the company’s growth in the future. This also creates a safe exit pathway for them in the event of sale.
As part of PE&VC transactions, we provided advice to both funds and companies aspiring to obtain this type of funding. This allows us to look at the transaction objectively, to execute it smoothly and to secure the risks on the part of the Client.
Our services cover:
identification of the optimum PE&VC funds,
identification of transaction purposes in Poland and abroad,
development of a transaction diagram,
development of transaction documentation from term sheet to investment agreement,
Proper management of debt financing is necessary for uninterrupted business operations and implementation of the strategy adopted. The key is access and selection of adequate debt financing, tailored to the needs of the company.
As part of debt financing acquisition projects, we handle a broad spectrum of acquisition sources:
bonds issues (through cooperation with licensed brokerage houses),
investment and working capital loans,
mezzanine financing.
The scope of our services includes:
coordinating the process of obtaining the financing,
selecting the optimum financing sources,
building a financial model including projections,
preparing documentation for financial institutions,
The value of a business can be built both through organic growth as well as through expansion – through mergers and acquisitions. In the event of an intention to exit the investment, it is necessary to plan the sale or hand over the reins to successors.
Over the last decade, we have supported our Clients, preparing expansion plans for them which covered mergers and acquisitions in Poland and abroad. We have also created projects related to consolidation of the markets in which they operated. Furthermore, we have developed comprehensive succession plans which fitted the expectations of the founders and the next generation of successors.
A great proportion of our activities have also pertained to the sale of all or part of a business to foreign industry or financial investors in order to prepare the founding estate for generations to come.
We know that our interdisciplinary support constitutes an added value. Our Clients have successfully achieved leading positions in the markets in which they operate. Owing to the World M&A Alliance network, we have successfully conducted their first and subsequent acquisitions abroad.
Our experience proves that collaboration based on trust and confidence that our actions are meaningful brings measurable results.
We are proud to see the growth of the businesses we are supporting. We are ready to support more companies with our knowledge and experience.
