Transaction advisory services
Mergers and acquisitions
Ever more often, mergers and acquisitions are used as a strategic option by companies in market economies. An increase in recent years of both a number and value of M&A processes testifies to the popularity of this corporate growth strategy.
Mergers and acquisitions are related to a whole array of similar activities, such as corporate restructuring and privatisation processes, foreign investment, ownership structure changes. To meet our customers’ needs with regard to M&A processes, we offer:
- Comprehensive business and legal advisory services
- Valuation services using income or asset based methods
- Due diligence studies for potential buyers
- Search services for potential investors/businesses to be acquired
- Legal advice on drafting M&A-related contracts
Thanks to our experience in these areas, we can offer professional consulting services to buyers and sellers alike.
Contact: Mariusz Maik, T: 61 856 69 60, e-mail: mariusz.maik@f5.pl
Due diligence and vendor due diligence
By the process of due diligence a purchaser of or an investor in a company or business investigates the records of the target to support its value and find out whether there are "skeletons in the cupboard". Professional reports from accountants and solicitors should be included. The due diligence process is covered by confidentiality undertakings and supported by warranties. Whether you are looking to buy or sell a business, or parts of it, due diligence establishes the soundness, or otherwise, of the business.
By carrying out a detailed review of the financial records, we use our experience and financial expertise to verify that the business is all it claims to be. This assists you and your other advisers with the ongoing negotiations as the deal nears completion and provides comfort to both buyers and sellers
Vendor due diligence is due diligence carried out at the expense of, and at the behest of, the seller, by independent third parties. This contrasts with due diligence carried out by the buyer.
Contact: Łukasz Pucek, T: 61 856 69 60, e-mail: lukasz.pucek@f5.pl
Privatisation advisory services
We are a recognised advisor to the State Treasury Ministry and municipal authorities in privatisation transactions. We offer support and advice in sales transactions of state-owned companies, single-member State Treasury companies, companies with State Treasury majority or minority shareholding, state budget financed establishments, and municipal companies.
In addition to our involvement in share sale transactions concerning central or local-government owned companies, we offer our services to large groups of companies which actively manage their shareholding portfolios.
We have also been engaged as a strategic advisor to Polish and foreign investors contemplating acquisition of central or local-government owned companies, and have advised on acquisition and sale transactions for privately owned companies.
Our privatisation advisory services include:
- Drafting complete documentation for privatisation purposes
- Developing company privatisation strategy variants with recommended transaction structures, privatisation paths and desired investor profiles
- Arranging and conducting negotiations with investors, including evaluation of tenders; organising and overseeing due diligence processes; holding negotiations; drafting contracts and other documents; and recommending best negotiation tactics to owners at each stage of privatisation process.
Contact: Małgorzata Kuik, T: 61 856 69 60, e-mail: malgorzata.kuik@f5.pl
