Debt portfolio sales advisory services
The CMT team have participated in various types of debt sales transactions. The experience we have gained allows us to offer support in the sale of receivables, which includes activities such as:
- support in identification and selection of the optimal debt portfolio for sale,
- valuation of receivables held for sale,
- analysis of the scenarios of the planned transaction and a recommendation in terms of sales structuring,
- assessment of the accounting effects (impact on the result, level of capital) and tax consequences of the transaction under consideration,
- preparation of documentation related to the release of the pledge,
- preparation of materials for investors, such as information memorandum, debt statement or documentation for due diligence process,
- active acquisition of investors,
- support in negotiations with investors,
- cooperation with lawyers in the preparation of transaction documentation.
CMT helps to organize a reliable and transparent process of selling organized parts of the company, portfolios of receivables as well as individual receivables, supporting creditors in making optimal business decisions.
Involvement of an external advisor in the debt sales process can help to reach a wider range of bidders and to obtain favourable transaction terms.
Meet the team of experts responsible for consultancy offered to financial sector entities
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 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).
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
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.
He carries out projects in the field of valuations of companies and their assets as well as M&A and restructuring consultancy. Supports business sale and purchase transactions, implementation of valuations and preparation of expert economic reports. A member of the team responsible for clients in the loan and debt management industry.
Works at CMT Advisory since the completion of his studies at Poznań University of Business and Finance, where he majored in ACCA Accounting and Financial Management. He is currently a PhD student at the Doctoral School of Poznań University of Business and Finance, in the process of acquiring the ACCA (Association of Chartered Certified Accountants) qualification.
Contact us to learn more about our debt portfolio sales advisory
Find out more about our expertise and execution of projects for financial sector entities.
or call: +48 61 855 30 10SHOW NUMBER
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