Transaction advisory (M&A),
corporate finance, complementary services
We offer end-to-end transaction advisory and corporate finance services, supporting our clients in making informed strategic decisions.
As corporate finance experts, we also deliver complementary services designed to drive long-term business value.
Processes that don’t happen every day – which is exactly why they require preparation
Selling a company, bringing in an investor, or planning succession are rare milestones in a company’s life — and they carry significant weight. When that moment comes, questions arise about valuation, transaction readiness, documentation, or the overall deal structure.
At Enterium, we combine expertise, hands-on experience, and a partnership mindset to guide you through every step of the M&A process and advise you on other key areas of corporate finance.
End-to-end M&A advisory – full-service support for your company sale
01
Pre-transaction advisory
02
Investor outreach
03
Structuring and negotiation support
04
Finalising
the transaction
Pre-transaction advisory
Laying the foundation for a successful transaction
We conduct a thorough analysis of financial data, organisational structure, business model, and ownership and operational dependencies. We also perform a company valuation and prepare professional investor materials, including a teaser, pitch deck/investment memorandum, and financial projections.
We ensure that all key data is well-structured and complete – which helps accelerate and de-risk the next stages of the process, such as due diligence. The result is a strong market-facing presentation of the company and a better negotiating position.
This stage also includes investor targeting, where we bring unique capabilities to the table – analysing the market landscape and identifying business models for which the deal would be most attractive.
Transaction readiness assessment
Exit strategy or investor acquisition planning
Financial analysis and earnings normalisation
Company valuation and financial modelling
Preparation of teaser and investor presentations
Structuring internal documentation and key processes
Investor outreach
Controlled exposure to investors
When entering the M&A market, we initiate the active investor outreach phase. We send a teaser to a carefully selected group of investors — typically private equity funds, strategic buyers, or high-net-worth individuals with a relevant investment profile.
The process is anonymous and tightly controlled — no sensitive information is disclosed until a non-disclosure agreement (NDA) has been signed.
Next, we distribute a comprehensive investment presentation or memorandum to selected investors, providing them with a deep understanding of the company. This process helps us narrow down the list to a few high-potential buyers, with whom we proceed to advanced negotiations.
Identifying and segmenting potential investors
Distributing teasers and initiating blind outreach
Signing NDAs and sharing investor presentations / investment memorandums
Collecting and reviewing non-binding offers (NBOs)
Evaluating investor credibility and intentions
Structuring and negotiation support
Investor outreach and deep-dive presentation
We organise meetings with carefully selected potential investors, during which we present the company, address their questions, and provide additional data.
We support our clients in preparing for these meetings, developing conversation scenarios, and handling challenging questions. This stage leads to the submission of non-binding offers (NBOs) by interested investors, followed by negotiations and the signing of Letters of Intent (LOIs).
On the client’s side, we manage the due diligence process, including the delivery of extended data and coordination of the Virtual Data Room (VDR).
Organising investor meetings (online and onsite)
Presenting the company and conducting Q&A sessions
Aligning expectations and initial deal terms
Managing investor communications on behalf of the client
Supporting the owner during discussions and presentations
Shortlisting preferred investor for due diligence
Finalising
the transaction
Effective deal closing and investor engagement
The closing phase is the culmination of the entire M&A process. Once due diligence is completed successfully, investors submit binding offers, which we review and analyze together with the client.
We lead the negotiation of key terms in the Share Purchase Agreement (SPA), including deal structure, earn-out mechanisms, management retention, and succession planning.
We also coordinate all advisors involved in the transaction—legal, tax, and banking—ensuring security, efficiency, and strategic alignment throughout the process. Closing includes signing the documents, final settlement, and continued post-closing support where needed.
Coordination of the due diligence process (VDR)
Managing communication with advisors and client teams
Negotiation of SPA (Share Purchase Agreement) terms
Price mechanism structuring (closing accounts, locked box)
Legal, financial and tax support during finalisation
Signing of transaction documents and deal closing
Begin with a complimentary company valuation and expert consultation
Our additional services
We complement M&A advisory with other areas of corporate finance and supporting services, helping owners and management teams make informed, data-driven strategic decisions.
and acquisitions
equity
Chief Financial Officer
controlling
and financial modeling
and family foundations
financial forensics audits
options analysis
and analytics in M&A
of your company
and acquisitions
Mergers
and acquisitions
We help our clients grow through mergers and acquisitions. We provide end-to-end analytical, legal, and operational support to ensure a smooth and secure transaction. Our experts manage the entire process: from strategy planning and valuation of potential targets, through negotiations and in-depth due diligence, to closing and post-deal integration.
We understand that acquisitions are often a key part of a company’s growth strategy, but they also carry significant risks—such as team alignment, cultural integration, and systems compatibility. That’s why our approach includes a thorough synergy assessment and risk analysis.
What we do for our clients:
- We conduct initial identification, financial and operational analysis, and valuation of potential acquisition targets,
- We reach out on behalf of our client to assess the targets’ interest in the transaction,
- During the due diligence process, we analyze and identify potential synergies and risk areas,
- In financial due diligence, we structure the target’s data, analytics, and controlling frameworks in a way that is clear and aligned with our client’s internal processes and policies,
- We support clients in securing deal financing,
- We develop post-merger integration plans,
- We lead negotiations with the counterparty through to final closing and settlement,
- We monitor integration implementation and support our client with tools for performance monitoring, analytics, and reporting in the acquired company.
Key benefits of working with us:
equity
Raising
equity
We support companies in raising capital for growth, modernization, new investments, or acquisitions. We leverage our expertise and network to tailor financing solutions to each client’s specific needs, covering both equity and debt financing.
We help secure funding from a variety of sources, including PE/VC funds, banks, and other financial institutions. Our services are adapted to the client’s and market’s specifics, which means we identify the most effective opportunities to address challenges such as limited access to capital or high financing costs.
What we do for our clients:
- We analyze the client’s financial capabilities and advise on the most optimal source of capital,
- We prepare business plans and financial projections, including detailed profitability analysis of the financed projects,
- We develop documentation and pitch decks for potential investors or capital providers,
- We identify and engage with financial institutions, representing our clients in negotiations,
- We handle the legal and formal aspects related to financing agreements (investment contracts, loan agreements, etc.).
Key benefits of working with us:
Chief Financial Officer
External
Chief Financial Officer
Our external chief financial officer (Chief Financial Officer / Chief Value Officer) service enables companies to benefit from the experience of senior financial experts without the need to hire a full-time CFO or CVO.
This is the ideal solution for companies that need expert-level support but are not ready to commit to a high-cost full-time hire. With our flexible approach, we deliver exactly the amount of financial leadership and resources our clients need at each stage of their growth.
What we do for our clients:
- We provide strategic financial management for the business,
- We advise on long-term financial planning, including strategies tailored to different scenarios,
- We build and manage strong relationships with financial institutions,
- We oversee the creation of annual budgets and financial forecasts,
- We help manage company value by identifying and monitoring key value-driving indicators,
- We implement market benchmarking based on competitor financial performance analysis,
- We advise on the optimal organizational and systems structure for accounting and controlling functions,
- We promote financial literacy and awareness across the organization in a clear and understandable way.
Key benefits of working with us:
controlling
Financial
controlling
We offer financial controlling services that assist with the ongoing control and analysis of a company’s financial and operational performance. We provide detailed reports and recommendations, enabling our clients to better manage their resources and make more informed strategic decisions.
Implementing controlling allows for faster identification of potential risks and optimization of operational processes. Our team not only monitors current financial performance but also provides forecasts and future recommendations. Controlling also includes monitoring key performance indicators (KPIs) and proactive communication with managers and leadership.
What we do for our clients:
- We implement best practices in financial, management, and operational reporting, ensuring transparency and consistency of presented data,
- We develop optimal accounting and controlling procedures within the organization, focusing on monitoring the profitability of business lines, departments, clients, products, and other relevant dimensions,
- We provide tools for managing current and forecasted cash flows,
- We prepare comprehensive, multi-scenario financial forecasts and budgets, and implement tools for tracking their ongoing performance,
- We help identify and define key financial and operational KPIs.
Key benefits of working with us:
and financial modeling
Business valuations
and financial modeling
We provide professional business valuations using a variety of methods, along with financial models that assist our clients in making investment and strategic decisions. Our analyses are reliable, based on current market data and industry standards.
A business valuation can be a crucial element in negotiations, securing financing, or selling a company. Therefore, we approach each project with the utmost care, selecting and recommending the appropriate valuation methods for each specific case to ensure the most realistic picture of a company’s value.
Financial modeling allows our clients to better understand possible future scenarios and prepare for different market conditions. We work with clients to identify and optimize key factors influencing their company’s value to improve future valuations.
What we do for our clients:
- We create financial models tailored to the industry’s specifics. We have valued companies across most sectors and industries,
- We conduct scenario analyses, variant analysis, and financial simulations,
- We prepare comprehensive valuation reports compliant with the highest market standards,
- We consult and advise during negotiations based on the results of valuations and financial modeling (negotiations among partners, negotiations with investors, and all other stakeholders).
Key benefits of working with us:
and family foundations
Succession planning
and family foundations
We support entrepreneurs in planning the succession of their businesses to ensure a smooth intergenerational transition and asset protection. We create strategies that meet the needs of both the business and the family, fostering long-term stability and sustainability for the company.
Our advisory services encompass financial and operational aspects, and with the help of our partners, we also cover legal and tax matters, allowing for a comprehensive approach to minimize succession-related risks.
What we do for our clients:
- We develop succession plans that ensure continuity in business management,
- We implement tools and mechanisms to maintain long-term control over assets, including management equity programs (ESOP),
- We assist in establishing family foundations for asset protection,
- We advise on structuring ownership and inheritance strategies for the family’s assets.
Key benefits of working with us:
financial forensics audits
Due diligence investigation /
financial forensics audits
We conduct detailed due diligence investigations to help our clients minimize transaction risks. We analyze all financial and business aspects, providing comprehensive reports that form the basis for key investment decisions. With our services in this area, entrepreneurs can avoid unforeseen issues and better manage transaction risks.
We also conduct financial forensics audits aimed at ownership analysis and detecting potential fraud and irregularities in financial and accounting areas. These analyses serve to evaluate the activities of individuals in key positions within the company and can be used as evidence in internal proceedings or before authorities.
What we do for our clients:
- We conduct financial and business due diligence for our clients, resulting in a detailed report listing risks and a financial model with key financial data,
- We lead ownership investigations to eliminate major risks, such as before the sale of a company (vendor due diligence),
- We support companies in preparing for due diligence reviews and manage and coordinate the process in other areas (legal, tax, operational, environmental, IT, and more),
- We adapt financial models with data from potential acquisition targets to meet the client’s standards,
- We prepare ownership audit reports from financial forensics that help identify potential fraud and financial irregularities,
- We participate in negotiations to eliminate identified risks.
Key benefits of working with us:
options analysis
Strategic development
options analysis
Our strategic consulting supports companies in achieving their long-term financial and business goals. We help create effective growth strategies, optimize operational actions, and adapt to changing market conditions.
By collaborating with company management and owners, we provide competitive analysis, market research, and support in making strategic decisions related to further development.
What we do for our clients:
- Strategic development options – analysis of capital and financial growth options for the company in a detailed report tailored to the company’s specifics and the industry it operates in (securing an investor, selling the company, growth through acquisitions, management buyout, implementing ESOP, etc.),
- Prepare detailed reports on market data, competitors, or business partners along with a summary of financial and operational data collected,
- IPO support – assistance in preparing for the stock market debut, including financial, strategic, and business areas, as well as investor relations,
- Support in restructuring and optimization processes.
Key benefits of working with us:
and analytics in M&A
Reporting
and analytics in M&A
We provide tools and implement processes that support reporting and data analytics in mergers and acquisitions. With extensive experience in transactions, we understand the data and reporting requirements of the buying side during a sales process. Our solutions significantly streamline and accelerate reporting results, which is crucial during the transaction process.
Our second business line, Data & Insights, offering data analytics implementation and business intelligence systems, enables us to combine expertise and deliver unique market solutions that significantly shorten the transaction process. Moreover, with our support, the company’s perception by investors improves, which positively affects its negotiating position, ultimately increasing the company’s value and leading to better transaction terms.
What we do for our clients:
- We implement or upgrade controlling, analytical, and reporting solutions within the company,
- We prepare companies and their owners for transactions in the areas of finance, modeling, and budgeting for the transaction process,
- We assist in the timely preparation of financial data and reports during the transaction process under current trading.
Key benefits of working with us:
of your company
Free valuation
of your company
We invite you to take advantage of a free consultation, during which our experts will provide an initial valuation of your company and discuss potential scenarios for further action in the capital area.
We will highlight the strengths and weaknesses of the financial report presentation and areas requiring attention. This is a great tool to compare your expectations with reality, which we can later optimize together in the next steps of our collaboration, ultimately increasing the value of your company.
What we do for our clients:
- We conduct an initial analysis of the company’s financial documents and available data,
- We prepare an estimated company valuation using market methods (comparative, DCF, multiplier),
- We highlight key factors affecting the company’s value and investment attractiveness,
- We identify weaknesses in the financial report presentation and recommend specific improvements,
- We discuss potential scenarios for further actions: securing an investor, selling shares, M&A, group restructuring,
- We present possible paths to increase company value and improve negotiating position before the transaction,
- We answer questions from owners and management, sharing our experience from dozens of M&A and investment processes.
Key benefits of working with us:
Our expertise is confirmed by a rich portfolio of completed projects
Case Study – Shared successes of our clients and Enterium
See how our strategic consulting and transactional support have contributed to the successes of clients from various industries.
Latest completed projects
Acquisition of the Metkom Group by Takoni
Our role:
Comprehensive Advisory and Sale of Lucky Duck Games
Our role:
Acquisition of Pegwan Printing House by Prime Label
Our role:
Frequently Asked Questions about Collaboration
We have helped dozens of companies choose their development path. We understand how many questions arise at this stage – that’s why we’re answering the most important ones right now.
Is it worth hiring an advisor? What are the costs of such collaboration?
A well-designed sales or investor acquisition process determines the success of the project. Choosing the right advisor increases the valuation and ensures the security of the transaction.
Our fee is typically made up of two components: a fixed fee that covers the ongoing costs of the project and a success fee, which is linked to the main outcome of the project (the achieved valuation).
By doing so, we always work towards the same goal and fight until the very end for the best terms for our clients.
Are you, as Enterium, sufficiently credible as a transactional advisor?
Our experience and references speak for themselves. Over the course of more than 20 years in the Polish market, we have closed dozens of projects for clients from various industries and geographies. We are a boutique team, but we operate at a level comparable to the largest players, while maintaining all the advantages over rigid corporate approaches.
We invite you to analyze our case studies and client recommendations to see that these are not empty statements.
You can also schedule a free consultation with us, during which we will answer any additional questions you may have.
Will an external advisor understand the realities of my company?
We are familiar with the realities of SMEs. We design the process to minimize the involvement of your people in day-to-day tasks. If necessary, we provide support or take over – preparing data, presentations, recommendations, and even financial reports or models.
We adjust the pace and scope to your capabilities.
What if I can't convince my partners or management?
For situations like these, we prepare the necessary arguments, benchmarks, and analyses for the client, which greatly facilitates discussions with stakeholders.
We equip the owner with tools that allow them to speak a common language – including examples, simulations, and visualizations of the effects of different scenarios.
Will my data be secure?
Each member of the Enterium team is bound by a confidentiality agreement. We work in secure environments (Azure, SharePoint, OneDrive), use two-factor authentication, and ensure secure communication channels.
We have worked with listed companies and funds – we understand and respect the standards.
What if information about the process leaks to employees or competitors?
In M&A processes, confidentiality is crucial. We operate under full anonymization, contacting investors based on signed NDAs (clauses depending on the level of risk). The stages of the process are designed to involve only the necessary individuals and mitigate potential risks to team morale or market relationships.
Confidentiality and its preservation are critical not only for you, but also for us and other professional participants in the process.
Will this disrupt the company’s operations?
Our processes are designed in a “low disruption” mode – with minimal interference in day-to-day operations. The schedule and scope are agreed upon at the beginning, we communicate through a single point of contact on the client side, and meetings are conducted efficiently and to the point.
We maximize the efficiency of actions while minimizing the involvement of third parties.
What if I already have my own contacts with investors?
Great – we can incorporate them into our action plan. The relationship remains on your side, while we handle the entire process: from preparing materials, through the NDA, to moderating negotiations.
This allows us to extract the maximum value from the contact.
Have questions about project execution? Schedule a remote meeting
Enterium Knowledge Academy
Deepen your knowledge in strategy, finance, and M&A – we’ve gathered the most important educational articles to help you better understand the key aspects of building value and selling a company.
