Transaction advisory services

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Transaction Advisory

Deloitte’s Transaction Advisory team provides assistance to its Clients in corporate Mergers and Acquisitions (M&A). Our Clients include owners selling their companies, as well as investors interested in acquisition. We lead Transaction processes on both the sell and buy sides in close cooperation with our Clients, taking into account all the strategic, financial and tactical aspects.

Our work covers the entire Transaction process from the first considerations to the successful negotiation and signing of the Sale and purchase agreement (SPA).

Transaction

  • Planning
    Lightbulb
    Planning

    The intention to sell a Company may have several reasons. In case of large institutional companies some units may be sold in response to a change in strategy, the rationalisation of the operations or the optimisation of resources or capital. In case of private, family businesses a potential Transaction may be considered due to a generational change in the founder family or to support future growth from a financial and strategic point of view. Discussions at an early stage help clarify motives and expectations regarding the Transaction.

    Our team will design the optimal Transaction strategy and the Transaction process that best suits our Client’s preferences.

    Details
  • Identifying investors
    Target
    Identifying investors

    Identifying the number and quality of investors involved in the Transaction process is key to success.

    Our team maps potential local and international investors in terms of strategic fit, corporate culture and financial firepower, and recommends a list of investors to the Seller to be invited to the Transaction process. Our aim is to generate strong competition to reach the maximum sales price for the Company.

    Details
  • Information package
    Documents
    Preparation of sales documents

    Sales documents summarise the Company’s most important values, which give a first impression to investors of the Company; therefore their quality is vital. First we prepare a short, typically anonymous summary material (Teaser) of the Company to assess investors’ interest. Then we prepare a detailed Information Package for interested investors, being released to them after signing a Confidentiality Agreement.

    Our team prepares these documents in close cooperation with the Company’s management to highlight the Company’s main values. We provide interested investors with information sufficient for the indicative bids, without sharing any sensitive information.

    Details
  • Due diligence
    Forensic
    Due diligence

    If required, depending on the party we support in the Transaction, we perform a detailed vendor or buy side due diligence on the Company. Financial, tax and legal due diligence is essential in any Transaction, but we are ready to provide commercial and environmental due diligence, too.

    Our due diligence report contains key findings and potential risks; therefore greatly contributing to a successful Transaction both on the sell and buy sides.

    Details
  • Investor meetings
    Communication
    Investor meetings

    Communication between the Seller and shortlisted investors is essential as one crucial criterion for a successful Transaction is continuous discussions on the Company’s future. It is vital that the Seller gets in contact with prospective investors to discuss the Company’s potential future directions.

    Our team ensures efficient communication between the Seller and the investors: we provide assistance from the first contacting to the final negotiations.

    Details
  • Negotiations
    Handshake
    Negotiations

    Our team evaluates incoming bids in close cooperation with our Client and leads negotiations on his behalf.

    We regard a Transaction successful if we have found the right partner for the Seller’s future goals, with an attractive sales price and favourable terms and conditions.

    Details
  • Integration
    Integration
    Integration

    Post-merger integration is a complex task with a range of risks and challenges, being critical to exploiting synergies and realizing value creation. In alignment with the new owner’s demands, our team develops the integration strategy in cooperation with the Company’s management, prepares the related operative plans still before Transaction Closing, and takes part in implementing the integration after Closing as well.

    Details
Planning

The intention to sell a Company may have several reasons. In case of large institutional companies some units may be sold in response to a change in strategy, the rationalisation of the operations or the optimisation of resources or capital. In case of private, family businesses a potential Transaction may be considered due to a generational change in the founder family or to support future growth from a financial and strategic point of view. Discussions at an early stage help clarify motives and expectations regarding the Transaction.

Our team will design the optimal Transaction strategy and the Transaction process that best suits our Client’s preferences.

Details

Get in touch with our experts

Balázs Bíró

Balázs Bíró

Partner

Balázs is a Partner at our Advisory service line, leading corporate finance and M&A advisory services in Hungary and Portfolio Lead Advisory Services in Central Europe. He has almost 15 years of exper... More

Balázs Csűrös

Balázs Csűrös

Partner

Balázs is a Partner at our Advisory service line, leading Transaction services. He has 20 years of experience in Transaction advisory, business valuations, due diligences and independent business revi... More

Balázs Mérth

Balázs Mérth

Partner-in-Charge

Balázs is the Partner-in-Charge at our Advisory service line, financial services industry leader in Hungary and a leader of the team specializing in financial institutions in Central Europe. He has ov... More

Béla Seres

Béla Seres

Managing Partner

Béla is a Partner at our Advisory service line, Managing Partner of our corporate finance and M&A advisory service line in Central Europe. He has over 20 years of Transaction advisory experience in va... More