Transactions, mergers and acquisitions

Due diligence involves close scrutiny of a company’s current condition, identifying the opportunities and risks involved in a planned capital transaction. Proper due diligence enables a potential investor not only to objectively evaluate a company’s condition, but also to plan out the right investment timeline. 

We offer:

• due diligence on the buyer’s side – a financial review questioning the sense of the financial, organizational and strategic tenets under which the company operates
• due diligence at the seller’s request – presenting an analysis of issues and problems from the perspective of potential buyers. Provides solutions that help dispose of assets efficiently and effectively
• market-review due diligence – helps strategic investors and private equity funds to gain an in-depth understanding of companies’ current and forecast financial results
• tax due diligence – helps companies to improve tax efficiency through developing new tax models and investment scenarios, managing tax risks and identifying the best tax-related opportunities concerning stock exchange activities

PwC will assist you throughout the whole transaction process in all of the aspects of the deal necessary to deliver expected results.

Mergers and acquisitions are complex, multi-stage processes – professional support enables to maximize the value for the client and to mitigate potential risk. PwC team has extensive M&A experience in executing deals – in Poland we are indisputably the first choice M&A services provider (in 2017-18 we have finalized 22 prestigious deals worth over PLN 12 bn).

From the day we start cooperation, we provide you with complete transaction management in a tailored manner to fit your needs:

• Our approach will allow to maximize the number of potential investors / targets and improve the competitiveness and business terms of the potential transaction;
• We will prepare professional transaction documentation necessary for optimizing the price and conditions of the transaction;
• PwC will coordinate cooperation during due diligence to minimize the risk of outflow of information about the process;
• We will assist you in negotiations as well as assess and inform you of the impact of negotiated business terms on the value of your transaction and of the risks involved.

Sale and Purchase Agreement (SPA) represents the outcome of key commercial and pricing negotiations. Purchasers and Sellers are becoming increasingly sophisticated in seeking to exploit the potential value to be gained through the negotiation and execution of the SPA.

Our dedicated SPA team provides expert support at all stages of a transaction from pre-deal work through to post-completion support. Pre-deal, the team assists in the identification and articulation of value issues related to pricing and deal completion mechanics, to assist clients in their SPA negotiations; Post-deal the team assists clients in protecting or generating value through the execution of any SPA completion mechanism.

More about SPA Advisory

During a merger or takeover, investors need an awareness of the value of the company being bought. This is provided by valuations at every stage of the transaction – while formulating a preliminary offer, during negotiations, and also when the newly acquired assets are being listed in the ledgers. 

A good valuation is based on a deep-seated understanding of the strong points of the entity being evaluated, the factors affecting its value, and also the prospects for its market environment.

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Our financial modeling team creates tools to support clients in analyzing the financial outcomes of business decisions. We analyze data and business objectives so as to best adjust the model to the client’s individual needs and the distinctive nature of the sector, in close collaboration with client representatives and other stakeholders. 

We make use of best practices in financial modeling and the international experience of PwC’s sector specialists, to create practical tools that enable our clients to react to changing business conditions. 

Measures taken at an early enough stage can protect an organization from a deterioration in its profitability. Financing and restructuring are key processes from the standpoint of company owners and management boards. They affect the fundamentals of a company’s operations, significantly determining its ability to implement its strategy, and may sometimes be crucial for its ability to continue to function in the long term. 

We provide your company with comprehensive support for transactions involving: 

• acquiring financing and structuring it
• restructuring and optimization of financing and bankruptcy, 
• restructuring and operational optimization.

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