Our services


For small and medium enterprises which do not have internal financial departments we provide services of external controlling which support company's management in decision making process and improve internal control over the financial situation of the company and its operations.

The external controlling services include in principle:

  • analysis of company's operations,
  • building a controlling model of a given company,
  • preparation of yearly budget
  • monthly controlling reports consisting of:
    • monthly managerial financial reports,
    • Cash Flow and working capital analysis,
    • costs analysis and deviation from the budget,
    • economic indicators analysis,
    • financial forecast,
    • analytical summary report.

Financing of further development

We offer services supporting processes of obtaining financing of further development. Such financing may come from share capital increase, bank loan, bonds issue, mezzanine financing or any combination of above listed forms of financing. Our services in this segment address segments of:

  • Financial investors like private equity / venture capital investors, mezzanine funds or private investors,
  • Strategic investors,
  • Public market,
  • Bank sector.

Strategic and organizational advisory services

We provide advisory services aimed to support building of long-term capital-financial strategy and propose organizational improvements concerning financial management (implementation of management information systems and controlling). Our services in the field of strategic and organizational services are aimed to improve current operational effectiveness and prepare scenarios of further development and increase company value.

Valuations, business plans and other analysis

We prepare company valuations, business plans and various analysis as required by our Clients. Valuations, business plans and analysis are in many cases an integral part of our transactional services and are basis for negotiating capital transactions terms.

Irrespective of complex advisory services, we prepare a broad range of standalone analysis and reports including company and brands valuations, business plans and others, as needed by managements and/or shareholders. Those analysis are used then in strategic decisions making process in a different phases of companies development. We prepare business plans of further development, pre-investment analysis, evaluation of investment projects, economic-financial analysis for financial institutions (banks, EU bodies, etc.). Our reports and analysis are highly professional and highly appreciated both by our Clients and other entities making their decisions based on those documents.

Mergers and acquisitions

We provide complex transaction services covering all stages of the process. Starting from preparing proposal of investment strategy, market analysis and identification of the best acquisition targets, we prepare documents required in the process (information memorandum and financial forecast model) which are base of investment decisions, participate in negotiation of transaction terms and afterwards coordinate due diligence and preparation of final transaction documents (share sell/purchase agreements, investment agreements, etc.).

Our M&A services apply to:

  • Shares sale process,
  • Shares purchase process,
  • Leveraged/management buy-outs.

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