Transaction services

Transaction services

The Transaction Services Team provides financial due diligence services that support our Clients in making accurate business decisions during mergers and acquisitions or acquisition of capital. No two transactions are the same, so even for an experienced investor the right advice helps manage risk and protects, and even maximizes value.

Due diligence is a detailed analysis of all material data or assets involved in a transaction performed in the form of an acquisition, investment, capital raising or merger. It helps gain an understanding and evaluate the related key value factors. This may relate to products, finances, locations, operations, infrastructure, management, or even social matters. Based on such financially and operationally directed analysis, we help identify financial risks, as well as values and opportunities that are not apparent at first glance, in order to help the Client make decisions related to the transaction.

We work on projects involving mid-sized businesses, as well as large groups. Our Clients include private entities and private equity funds, as well as financial institutions and state-owned companies. Importantly, our advisory services cover domestic, as well as international transactions.

Main types of services provided:
  • Financial due diligence (buy-side and sell-side/vendor) aimed at analyzing the financial position of a company, identifying potential transaction risks and information impacting the price
  • Purchase price allocation (PPA)
  • Financial analyses for the purpose of obtaining financing
  • Comprehensive IPO (initial public offering) support
  • Commercial due diligence (buy-side and sell-side) to obtain an understanding of a company’s business structure, its market position and business environment
  • Support in the process of setting financial parameters for the purpose of transaction price accounting
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Tomasz Reiter

Board Member, Regional Managing Partner of the Audit Department - South Region
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Dominik Rogal

Senior Manager in Deal Advisory Department, Polish Certified Auditor
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