M&A ADVISORY SERVICES
Sell-side M&A advisory services
Several turning points can affect the life of company owners which could result in evoking the idea of selling their companies – such as lack of inheritance or desire to retire, seeking new challenges, unmanageable corporate crisis situation, changes by unfavorable economic environment.
Citadel Consulting provides comprehensive management of the sales process. Our consultants, together with the clients’ owners, determine the main parameters and priorities of the whole selling process in full compliance with the principles of confidentiality, paying special attention to maximizing shareholder value.
Our expertise in sell-side M&A advisory services includes the following main areas:
- Preparation of industry and target company-focused analyses
- Design of transaction strategy
- Quick preparation of business documents (i.e. Teaser, Information Memorandum, Management Presentation)
- Identification and contact of potential investors (guaranteeing broad investor base)
- Coordination of communication and negotiations between the interested potential investors and the seller
- Providing financial and structural terms of sale and evaluation of offers
„Every new beginning comes from some other beginning’s end.” (Seneca)
“Chase the vision, not the money; the money will end up following you.” (Tony Hsieh)
Capital raising
Having an optimal capital structure is a vital element for every company in order to operate in a proper environment. Company owners sometimes have to resort external source of finance in order to achieve their growth related goals: besides debt financing (bank loan, bond issuance), equity financing serves as an alternative, where strategic or financial investors – venture capitals, private equities, family offices – are involved in order to provide the companies with additional resources to meet the growth related plans. In such cases we support our clients with our capital raising advisory services, whether it is about expanding presence to international market, financing an acquisition or buying out co-owners, product development, asset (in example a new site) or human resource based company development.
Citadel Consulting provides comprehensive management of the capital raising process. We recommend such financing forms and potential investors that suit the most our clients’ criteria, whether they are fast-growing start-ups with high potential or mature companies.
Our expertise in capital raising includes the following main areas:
- Preparation of industry and company-focused analyses
- Quick preparation of necessary information documents for investors
- Identification of potential investors with appropriate expertise, strengths and network, organization of ’roadshows’
- Coordination of communication and negotiations with the interested potential investors
- Providing financial and structural terms of sale and evaluation of offers
Buy-side M&A advisory services
With organic growth, companies are ideally able to go through a well-managed development that provides continuous learning opportunity. Besides that, there can be such objectives that can’t be accomplished by internal organic development, obstructing the realization of the owners’ vision. Acquisition-based growth (through purchasing another company) could be a solution in such situation which creates opportunity for, among others, having a faster development, new technologies available, increasing market share or expanding company presence to an international level. Citadel Consulting provides comprehensive management of the acquisition process.
Our expertise in buy-side M&A advisory services includes the following main areas:
- Contribution to the design of the acquisition strategy
- Identification of ideal target companies in line with investment criteria
- Contact of target companies and assessment of acquisition opportunities
- Detailed analysis of the relevant target companies, identification of potential synergies
- Participation in the due diligence process, preparation of business plans and company valuation
- Coordination of communication and negotiations between the client and the vendor candidates
- Providing financial and structural terms of the acquisition
„The value of an idea lies in the using of it.” (Thomas Edison)
“Price is what you pay, value is what you get.” (Warren Buffet)
Corporate finance consultancy
Whether it is about preparing for a transaction, defining an optimal capital structure or other general corporate finance activity, Citadel Consulting provides the following services to its clients in the field of corporate finance consultancy:
- Financial modeling
- Preparation of a financial and/or business plan
- Company valuation – Discounted cash flow (DCF), market comparison, net asset value methods
- Preparation for a transaction
- Strategic financial advisory (Finance Business Partner)