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Acquiring an investor

Acquiring an investor

Attracting an investor is a multi-faceted process in which proper preparation and involvement of the company's owners play a huge role. What is at stake is not only access to new capital or know-how, but above all the acquisition of a partner who, like the existing owners, will strive to continuously build value and dynamic development of the company.

Our services include organisation and comprehensive support for the process of acquiring an investor for a minority or majority stake. We create a space in which the company owners and the best suited investors who meet the established criteria meet. In each transaction process we focus on maximising benefits and minimising risks.

How does the process of acquiring an investor proceed?

In the process of acquiring a partner for further development of the organisation, we place particular emphasis on defining the terms of cooperation between the new partners and on issues related to the exit strategy.

1. Preparing a company for the investor acquisition process

1. Preparing a company for the investor acquisition process

Drafting a strategy for investor acquisition.

Analysis of the company and creation of a financial model.

Preparation of materials for presentation to potential investors, including a teaser and information memorandum.

2. Identification and acquisition of potential financial or strategic investors

2. Identification and acquisition of potential financial or strategic investors

Compiling a long list of potential investors.

Sending out teasers and invitations to participate in the process.

Collection of signed NDAs from investors who confirm their potential interest. Distribution of information memorandums to investors who signed NDAs.

Organization of meetings with interested investors.

Collection and analysis of non-binding offers.

Selection of investors who will participate in the later stages of the 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. Due diligence

3. Due diligence

Preparing for the due diligence process, including collecting relevant information and data.

Due diligence conducted by selected investors.

Meetings between management and representatives of investors involved in due diligence.

Question and answer session.

4. Negotiations and conclusion of the investor acquisition process.

4. Negotiations and conclusion of the investor acquisition process.

Collection and analysis of binding offers.

Selection of the preferred investor.

Signature of transaction documents (PSPA + SHA).

Concluding the investor selection transaction.

Binding offers, investor selection.

Post-sales phase, e.g. earn-out settlement.

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The role of a transaction advisor in the process of acquiring an investor for a company

Cytat

Our activities are focused on the main objective of the process, i.e. matching the company with a business partner who will meet the expectations defined together with the client.

Piotr Stobiecki, PhD - CEO CMT Advisory

One of the largest M&A teams in Poland

dr Piotr Stobiecki
dr Piotr Stobiecki
dr hab. Maciej Stradomski, prof. UEP
dr hab. Maciej Stradomski, prof. UEP
dr Dariusz Zawadka
dr Dariusz Zawadka
Paweł Łągwa
Paweł Łągwa
dr Przemysław Grobelny, CFA
dr Przemysław Grobelny, CFA
Tomasz Grudziński, CFA
Tomasz Grudziński, CFA
Maciej Zając
Maciej Zając
Marta Latoń (Pszczółkowska)
Marta Latoń (Pszczółkowska)
Karolina Kawka
Karolina Kawka
Mateusz Mikutowski
Mateusz Mikutowski
Michał Malarski
Michał Malarski
Jakub Multański
Jakub Multański
Damian Bernaciak
Damian Bernaciak

Realizuje projekty dotyczące transakcji fuzji i przejęć oraz szeroko pojętych finansów przedsiębiorstw. Odpowiada m.in. za sporządzanie wycen przedsiębiorstw, w tym autorskich praw majątkowych. Współautor opinii eksperckich opracowywanych na potrzeby procesów sądowych. Jest również ekspertem w zespole doradztwa restrukturyzacyjnego.

Praktykę w branży doradczej zdobywa od czas studiów na Uniwersytecie Ekonomicznym w Poznaniu, gdzie ukończył specjalizację Inwestycje Kapitałowe i Strategie Finansowe Przedsiębiorstwa. Aktualnie przygotowuje się do pierwszego etapu egzaminu w ramach programu The Chartered Financial Analyst (CFA).

Konrad Marciniak
Konrad Marciniak

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mail: biuro@cmt-advisory.pl