X


Financial restructuring consultancy

Depending on the stage of their life cycle, the economic climate or other shifts in their environment, companies face barriers and challenges that limit their optimum growth. In some cases, the situation deteriorates from year to year and businesses record declining profitability and liquidity ratios.

Negative symptoms in a company’s operation require comprehensive and prompt action concerning the company's operation, business model, cash flows, and the structure of assets and liabilities. Effectiveness requires an immediate and comprehensive response, which will preserve the stability of the organisation's operations.

Scope of CMT Advisory’s support in the area of financial restructuring consultancy

CMT’s close cooperation with experts in restructuring law allows us to offer support to owners and management boards in developing adequate and effective solutions to improve the performance and standing of the company, both in the short run and over several years.

Restructuring proceedings carried out with regard to entities that are insolvent or at risk of insolvency are aimed primarily at the application of numerous corrective measures, including strategic, operational and financial ones, which prevent a given company from going bankrupt. Furthermore, an efficient and effective restructuring process enables further value creation by improving a company’s economic efficiency.

Our support related to business restructuring may include the following:

Analysis of the financial standing of a company at risk of insolvency

Consultation and development of development strategies for companies under restructuring

Creation of restructuring plans and preliminary restructuring plans

Ongoing support and financial advice to administrators and supervisors in restructuring proceedings

Financial modelling

Controlling and management during the restructuring process

Preparation of opinions on the economic effects of restructuring measures

Implementing the private creditor and private investor tests

Verification and analysis of the feasibility of the composition proposals

Determination of the exit fee

In the area of restructuring processes, we provided consulting services to, among others:

Doradztwo w procesach restrukturyzacyjnych - doświadczenie CMT Advisory

Meet CMT Advisory’s team of experts with expertise in the area of financial restructuring consultancy

Maciej Stradomski, Ph.D., Habilitated doctor, professor of UEP
Maciej Stradomski, Ph.D., Habilitated doctor, professor of UEP

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.

Dariusz Zawadka, Ph.D.
Dariusz Zawadka, Ph.D.

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.

Przemysław Grobelny, CFA, Ph.D.
Przemysław Grobelny, CFA, Ph.D.

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).

Maciej Zając
Maciej Zając

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.

Jakub Multański
Jakub Multański

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.

Marta Latoń (Pszczółkowska)
Marta Latoń (Pszczółkowska)

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).

Mateusz Mikutowski, PhD
Mateusz Mikutowski, PhD

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

Michał Malarski
Michał Malarski

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.

Kacper Kostaniak
Kacper Kostaniak

An alumnus of the Poznań University of Business and Finance with a major in Capital Investment and Corporate Financial Strategies.

Currently preparing for another exam of the ACCA (Association of Chartered Certified Accountants) program. Experienced in financial modelling, restructuring plan preparation, market analysis, and transaction processes.

Detailed scope of what we offer in the field of supporting corporate restructuring processes:

Analysis of the financial standing of a company at risk of insolvency

A set of circumstances adversely affecting the financial standing of an enterprise, caused by both external and internal factors, may result in the enterprise becoming insolvent or at risk of insolvency. These circumstances may cause, among others, a decrease in the level of operating income, decreased profitability or increased demand for working capital, e.g. due to an extended period of collecting receivables.

By applying relevant tools and models of analysing the company’s financial situation, we enable prediction and assessment of the occurrence of signs of insolvency. Early detection of signs of deterioration in the company’s financial condition enables the introduction of appropriate corrective measures protecting the company from insolvency and thus from bankruptcy or the need for thorough restructuring.

 

Consultation and development of development strategies for companies under restructuring

One of the key elements of a successful restructuring process is the development of an appropriate growth strategy from the start, assuming the introduction of corrective measures that will improve the company’s financial standing and optimise its operations.

As experienced advisors, we work in tandem with the company to create a long-term strategy for further development, taking into account the causes of the company’s deteriorating economic position, the selection of appropriate restructuring measures and the introduction of adequate tools to enable further development of the company after the completion of the restructuring process.

 

Creation of restructuring plans and preliminary restructuring plans

The purpose of the restructuring plan is to give creditors reasonable grounds for assessing the company’s ability to implement a composition agreement. It should therefore be drawn up in such a way as to enable the reader to form an opinion about the realistic prospects for the company under restructuring. It is therefore important that the restructuring plan is prepared in a carefully considered and consistent manner, taking into account all issues relevant to the restructuring proceedings.

We draft comprehensive restructuring plans in close consultation with the company and the supervisor or manager in the proceedings.

We also support companies at the stage of filing for the opening of restructuring proceedings by jointly drafting preliminary restructuring plans.

 

Ongoing support and financial advice to administrators and supervisors in restructuring proceedings

As financial advisory specialists, we support administrators and court supervisors, working closely with them at every stage of the restructuring process. Depending on the specific needs, our activities in this respect may include assistance in developing composition proposals, support in the preparation of periodic accounting statements or ongoing monitoring of the extent to which the restructuring measures are implemented.

 

Financial modelling

We offer our support in the preparation of reliable financial forecasts based on a professional business model. This is particularly important at the stage of filing an application for the commencement of restructuring proceedings, in which the company must demonstrate that throughout the restructuring process it will be able to meet the costs of the proceedings and liabilities arising after the proceedings are opened, as well as those at the stage of preparing a restructuring plan, when the debtor is required to present projected financial results for the next five years, taking into account the introduction of the planned restructuring measures.

 

Controlling and management during the restructuring process

We assist companies in the development and implementation of appropriate controlling and management tools and procedures, enabling ongoing control of key aspects of their business from a financial, operational and strategic perspective.

 

Preparation of opinions on the economic effects of restructuring measures

During restructuring proceedings a company is often required to submit to the court a justification for the restructuring measures conducted, including e.g. sale of significant assets or termination of agreements with contractors. We offer our support in this respect by preparing an analysis of economic effects of the restructuring measures taken by the debtor or manager.

 

Implementing the private creditor and private investor tests

We offer support to companies that have liabilities to public entities as well as those that receive state aid by conducting private creditor and private investor tests.

 

Verification and analysis of the feasibility of the composition proposals

We support both companies undergoing restructuring proceedings and creditors by assisting in the verification of composition proposals and assessing the possibility of their implementation on the strength of the restructuring plan and its financial performance forecasts.

 

Determination of the exit fee

Should an exit fee be required, we offer our support in the preparation of an exit fee valuation, using methods and techniques consistent with OECD guidelines.

Napisz do nas

Contact for restructuring consultancy services

Contact us to learn more about the scope of our support and how we work on corporate restructuring projects.

Write us

or call: +48 61 855 30 10SHOW NUMBER

Check also

We also provide professional financial consultancy in areas such as:

Do you have any questions?
Contact us

Ask a question

tel.: 61 855 30 10

mail: