Acquisitions and takeovers

Main activities in the company acquisition process
When advising on the buy-side, our starting point is the acquisition strategy. Together with the client we define, among others, the investment criteria and the integration plan.
1. Identifying companies, potential acquisition targets

Establishing criteria of target identification, including e.g. business model, scale of operations, value drivers, skill sets, and know-how.
Sporządzenie szerokiej listy potencjalnych targetów (long list) wraz z opisem ich modeli biznesowych oraz zasięgiem ich produktów i świadczonych usług.
Compiling a short list of targets with the client.
2. Contacting potential targets

Contacting selected targets.
Signing NDAs with interested targets.
Organizacja i udział w spotkaniach z przedstawicielami targetu.
Analiza kluczowych danych biznesowych i finansowych targetu.
Wstępna wycena targetu.
Preliminary valuation of the target.
Drafting a preliminary version of the non-binding offer (NBO).
3. Due diligence of a company

Drafting a list of issues to be covered by due diligence.
Spotkania i rozmowy z właścicielami potencjalnych celów przejęcia.
Drafting a red flag report.
Identifying further steps.
4. Structuring the purchase transaction, negotiations and finalisation of the takeover

Choosing the optimal transaction structure.
Negocjacje dotyczące treści umów PSPA i SHA.
Finalising the takeover process.
A detailed description of the acquisition process can be followed in a separate article:
The role of an M&A advisor in the takeover process
