Sell-side advisory
Main activities in the company sale process
There are several key stages in the process of selling a business All require a number of deliberate actions. In the approach presented here we have used a division into four phases. However, it is worth bearing in mind that there is also a whole range of activities we suggest that entrepreneurs should perform even before the sale begins.
1. Organising the transaction process
Preparing a strategy of a company sale.
Analiza przedsiębiorstwa i sporządzenie modelu finansowego.
Preparation of materials for presentation to potential investors, including a teaser and information memorandum.
2. Attracting potential investors (our membership in the international AICA network gives us the ability to attract international investors)
Compiling a long list of potential investors.
Sending out teasers and invitations to participate in the transaction process.
Zebranie podpisanych NDA od inwestorów potwierdzających wstępne zainteresowanie.
Rozesłanie memorandum informacyjnego do inwestorów, którzy podpisali NDA.
Organizacja spotkań z zainteresowanymi inwestorami.
Selection of investors who will participate in the later stages of the transaction process and invitation to due diligence.
List of investors, sending out teasers, distributing the memorandum, meetings with investors, non-binding offers, selection of investors for due diligence.
3. Preparing for the due diligence process, including collecting relevant information and data.
Due diligence conducted by selected investors.
Spotkania kadry zarządzającej z przedstawicielami inwestorów biorącymi udział w badaniu due diligence.
Question and answer session.
4. Negotiations and contract signature
Collection and analysis of binding offers.
Selection of the preferred investor.
Podpisanie dokumentacji transakcyjnej (PSPA + SHA).
Binding offers, investor selection.
Post-sales phase, e.g. earn-out settlement.
The role of a transaction advisor in the process of selling a company - selected issues
We are responsible for all the key aspects of the business sale process. We carry out our activities to ensure that the transaction closes as smoothly as possible while at the same time providing the owners with an opportunity to continue their business operations. This approach guarantees that the transaction process does not have an adverse effect on the company.
Rola doradcy M&A w procesie transakcyjnym
One of the largest M&A teams in Poland
He oversees a team responsible for the implementation of M&A transaction processes, especially projects involving the sale of businesses and the acquisition of investors. He also provides support in the area of corporate governance.
Doctor of Economics, for many years an academic in the Department of Investment and Capital Markets at the Poznań University of Economics and Business. Co-founder and CEO of CMT Advisory. Member of supervisory boards in numerous capital companies.
He supervises and supports the team implementing projects related to company restructuring. He also specialises in corporate finance, corporate governance and M&A transactions, especially offering advice on acquisition strategies and obtaining financing.
With a post-doctoral degree in Finance, he is a lecturer and professor of the Poznań University of Economics and Business, where he heads the Department of Investment and Capital Markets. For years, he has been involved in banking, private equity and advisory industry. Co-founder and Board Member of CMT Advisory. He is a member of numerous supervisory boards of capital companies. Director of the Program Council of the Family Business Institute.
Responsible for the supervision and implementation of projects relating to mergers and acquisitions, e.g. providing advisory services to the selling and the buying parties. Specialist in ownership buy-outs, company valuations and financial modelling.
Doctor of Finance Sciences, for a long time assistant professor at the Department of Investment and Capital Markets of the Poznań University of Economics and Business. He has also studied at Harvard University and London School of Economics. Stockbroker eligible for offering investment advisory services. A former lecturer in the Stock Exchange School of the Warsaw Stock Exchange.
He implements M&A transaction processes, where he provides advice both to sellers and buyers. He specialises in finding investors, negotiations and corporate finance. His field of expertise includes projects related to company and asset valuations as well as shareholder buyouts.
He has been involved in the advisory sector since his studies at the Poznań University of Economics and Business. Currently, he is a Partner at CMT Advisory and a supervisory board member at Decomonkey Sp. z o.o. and STX Next Sp. z o.o.
He is responsible for corporate finance, cooperation with financial institutions and M&A transactions. He supports entrepreneurs in financial planning, establishing market values of key assets and implementing supervisory systems and recovery plans. His areas of activity also include preparing expert evidence for court and arbitration disputes and financial advisory in restructuring proceedings.
Active in the financial advisory sector for over a decade. A graduate of the Poznań University of Economics and Business (with specialisations in Investment and Real Estate Management and Capital Investment and Corporate Financial Strategies) and studied at Athens University of Economics and Business. Doctor of Finance since 2018 and holder of the prestigious international professional title of a Chartered Financial Analyst (CFA).
A CMT Advisory Partner supervising and implementing projects in the area of M&A transactions as an advisor to the selling or the buying party. He also provides economic consultancy advice and supports in restructuring and reorganisation of enterprises, e.g. composition and sanative proceedings.
He has been gaining competence in the consulting industry since his Master’s studies at the Poznań University of Economics and Business. In the meantime, he has completed doctoral studies in the Department of Investment and Capital Markets at this very university.
Responsible for the implementation of M&A transaction projects, including advice on investment and divestment processes on the private market (acquisition and sale of businesses). Her activities moreover include valuation of enterprises and intangible assets, e.g. trademark valuation, as well as valuation of debt instruments (bonds).
As of her student years linked with the advisory sector and CMT Advisory. A graduate of the Poznań University of Economics and Business, specialising in Capital Investments and Corporate Financial Strategies. At present she works on the final exam towards obtaining the prestigious CFA title (Chartered Financial Analyst).
Offers support on financial modelling, budgeting and valuation of companies and their assets. She also carries out projects concerning M&A transactions, preparing opinions for commercial disputes, carrying out asset impairment tests, and corporate governance.
She has been involved in the consulting industry since her student days. A graduate of the Poznań University of Economics and Business with a specialisation in Capital Investments and Corporate Financial Strategies.
He supports entrepreneurs in M&A transaction processes on the buyer’s or seller’s side.
His activities include moreover valuation of intangible and legal assets, valuation of debt portfolios and creation of financial models.
He has been gaining experience in the consultancy industry since his student days. He gained his Ph.D. degree in the field of economics and finance at the Department of Investment and Financial Markets of Poznań University of Economics
Provides support in the areas of M&A transactions, valuation of companies and their assets, and restructuring consultancy. He worls on projects regarding sale and purchase transactions of enterprises, valuations and drafting specialist economic opinions. A member of the team responsible for restructuring processes.
He started working for CMT Advisory still as a student at the Poznań University of Economics and Business, from which he graduated, specialising in Capital Investments and Financial Strategies of Enterprises. Currently he is preparing for the third stage of the CFA (Chartered Financial Analyst) exam.
He carries out corporate finance projects, where he performs valuations of companies and intangible assets and prepares economic opinions for commercial disputes. A member of the M&A transactions team.
He started working for CMT Advisory still as a student at the Poznań University of Economics and Business, from which he graduated with a specialisation in Capital Investments and Corporate Financial Strategies.
A member of the Corporate Finance team which supports entrepreneurs in projects concerning reorganisation of the business structure, enterprise restructuring and M&A processes, including preparation of business due diligence for entities planning acquisitions (investment profitability analysis).
He became involved in the consultancy sector as early as a student. A graduate of the Poznań University of Economics and Business, specialising in Banking and in Private Finance Management. Currently he is preparing for the CFA (Chartered Financial Analyst) professional exams.
Find out about the advantages of working with us.
An experienced team
Efficiency
A partnership approach
Confidentiality
International perspective
Familism
Why should you work with us?
Read more
Thanks to the commitment of professional M&A advisers, I could confidently prepare the company for the transaction and, at the same time, continue to ensure its development.
Maciej Dziergwa – CEO – STX Next Tap into our experience
Are you interested in this service? Contact us!
Meet with us so we can talk about important aspects that influence the price and security of each transaction.
or call: +48 61 855 30 10SHOW NUMBER
