Ownership buy-outs
Key milestones in management buy-outs, shareholder buy-outs
As part of management and ownership buy-outs, we offer first of all:
- development of a transaction roadmap with a detailed timeline,
- preparation of a buy-out strategy and financial projections for the planned operation,
- agreement on the business aspects of the operation,
- valuation of the company,
- identification of capital requirements,
- carrying out the procedure of obtaining external financing,
- support in negotiations and talks with current owners or co-owners,
- handling the conclusion of the transaction.
Our main objective is to organise the process in such a way that the parties involved reach appropriate agreements in business and transaction areas. We determine the value of the company or shares using relevant valuation methods. For our clients we negotiate the best possible and reasonable terms and conditions of the transaction. We also provide support in obtaining financing. We advise on the choice of appropriate capital structure, obtaining it both from private equity funds, as well as using debt financing in the case of LBO (Leveraged Buy Out).
Advisory services provided by CMT Advisory in owner and management buy-outs
Our approach is focused on streamlining the process so that it does not interfere with ongoing business operations. Over the years, we have carried out a variety of projects, including management buy-outs, shareholder buy-outs and changes in the ownership structure of family businesses through succession.
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).
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.
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?
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Pozyskanie inwestora to skomplikowany i długotrwały proces, który wymagał profesjonalnego wsparcia. Przez kilkanaście miesięcy towarzyszył mi zespół CMT Advisory.
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
