offer
- Offer
- M&A Transactions
- Public Offerings and New Connect market
- Arranging Financing
- Corporate Finance
- EU Funds
Our successful operation and achievements in the field of financial advisory have been recognized by several newspapers and magazines... continue reading ›
M&A Transactions
Advisory services on mergers and acquisitions (M&A) constitute one of the core areas of investment banking which offers intermediation between a capital provider and a company searching for an investor. The financial advisor acts as an intermediary in the strategic decision-making process. For companies and industries in the phase of vigorous development, mergers and acquisitions frequently turn out to be a strategic necessity. M&A transactions result in changes in the capital structure of companies, strengthen their market position and improve their financial standing.
The scope of offered services:
BRE CF, in cooperation with the best law firms, delivers comprehensive advisory services in the following types of M&A transactions:
- Sale of businesses to strategic or financial investors (sell-side)
- Purchase of companies/assets in Poland and/or abroad (buy-side)
- Mergers
- Support to investor in the purchase of companies within privatization processes
Advisory services on M&A transactions comprise:
- Identification of potential investment targets
- Preparation of a list of potential investors
- Analysis and valuation of the target company
- Structuring and financial modeling of the transaction
- Preparation and handling of the transaction
- In co-operation with a legal advisor, finalizing the transaction and optimizing its conditions
Client examples
Client: FIN S.A.
Industry: Trade and DistributionIn the period of January 2006 – May 2007 BRE CF acted as a strategic financial advisor to the Management of FIN in the process of financial restructuring and searching for a strategic investor. BRE CF’s services included: preparation of company’s valuation, due diligence and negotiations with potential investors. The maximum value of the transaction finalized in May 2007 amounted to 112 mln PLN.
Client: Polskie Huty Stali S.A.
Industry: Iron and steelIn 2004 BRE Corporate Finance acted as an advisor to the Ministry of Treasury in the privatisation process of Polskie Huty Stali (Polish Steelworks). The shares in PHS S.A. were purchased by LNM Holdings N.V. The total value of the transaction comprising the purchase of shares, equity increase as well as buyout and transfer of PHS liabilities amounted to ca 4 bln PLN.
Client: Transsystem S.A.
Industry: MachineryIn 2007 BRE Corporate Finance acted as an advisor to Transsystem SA in the process of searching for a financial investor. BRE CF’s work encompassed valuation of the company with two methods and participation in negotiations with private equity funds. The investor Nova Polonia Natexis II (private equity fund managed by Krokus Private Equity) led to the increase in share capital and the purchase of 70% of its shares.
Client: Ciech S.A.
Industry: ChemicalIn 2006 BRE Corporate Finance S.A. performed the role of a leading economic and financial advisor to Ciech S.A. in the process of purchase of 80% of shares of Z. Ch. Organika-Sarzyna S.A. from Nafta Polska S.A. The value of the transaction, completed in December 2006, amounted to 244.5 mln PLN and the value of investment commitments was 130 mln PLN.
Client: Eurofilms S.A.
Industry: ChemicalIn 2007 BRE CF provided economic and financial consultancy to Eurofilms S.A. in the process of acquisition of Ergis S.A. and an equity increase by new share issue. BRE Corporate Finance’s work involved: valuation of both Eurofilms S.A. and Ergis S.A. as well as preparation of documents related to the merger between Ergis and Eurofilms. The value of the transaction amounted to 218 m PLN.
Client: RWE Plus AG
Industry: EnergyBRE CF played a role of strategic advisor to RWE Plus AG in the process of purchase of 85% of STOEN S.A. shares from the State Treasury. BRE CF worked on transaction structure, provided support in negotiations, carried out due diligence process and valuation of the company. The transaction was completed in December 2002.
