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    Zwyrtek
    Transactions

    Transactions, mergers and acquisitions.

    We support company owners, investors and boards in sale, acquisition, merger and ownership-succession transactions. We combine transactional, tax, legal, financial and operational advisory — from preparing the process to post-deal integration.

    We look at a transaction not only through the lens of price and documents, but also ownership structure, risk, financing, tax, people, processes and the business's future operating model.

    The team's experience covers more than 100 transactional and ownership projects delivered since 2003.

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    What we do

    Scope of work.

    • Buy side

      We support strategic investors, funds and company owners in identifying acquisition targets, assessing deal attractiveness, due diligence, acquisition structure and negotiations. We help assess not only price but also risk, synergies and the real capacity to integrate the target business.

    • Sell side

      We prepare company owners for the sale process: from organising data, structure and risk, through vendor due diligence, to running the process with investors. The goal is to increase the company's credibility, reduce negotiation risk and improve the quality of the owner's decision.

    • Preparing a company for sale

      We help owners get the company in order before the sale process: documentation, results, tax and legal risk, reporting, ownership structure and the investment narrative. This makes the process more predictable and better controlled.

    • Due diligence

      We run or coordinate legal, tax, financial and operational due diligence. We analyse not only historical data, but also the areas that affect price, security mechanisms, the seller's liability and post-transaction risk.

    • Transaction structuring

      We help choose the transaction structure taking into account tax, law, financing, the liability of the parties, the flow of funds and the planned operating model after closing. In ownership transactions we also factor in succession, the Polish family foundation and wealth management after the sale.

    • Transaction documentation

      We support the preparation and negotiation of transaction documentation, including the SPA, SHA, term sheet, letters of intent, representations and warranties, price mechanisms, earn-outs, escrow and clauses protecting the parties.

    • Post-acquisition integration

      We help plan the first 100 days after closing: integrating processes, reporting, teams, systems, finance, governance and communication. Well-designed integration often determines whether the transaction actually creates value.

    Who we work with

    Who we work with.

    We handle domestic and cross-border transactions — from a few to several hundred million złoty in value. We tailor the scope of advisory to the scale of the project, the type of investor and the ownership situation.

    Exiting owners

    Sale of the company, succession, preparing for the process.

    Strategic investors

    Acquisitions that complement the portfolio, product or geographic expansion.

    PE/VC funds

    Portfolio add-ons, platform transactions, exits.

    Family businesses

    We support owners of family businesses considering a sale, a partial exit, succession, an investor coming in, or tidying up the capital structure before a generational change.

    Founders and entrepreneurs

    We advise founders and entrepreneurs who have built a company over many years and need to organise the sale process, negotiations, transaction structure and the wealth consequences after exit.

    Process

    How does the cooperation work?

    1. 01

      Conversation and understanding the transaction's goals

      We establish the ownership, strategic and financial goals and the constraints of the process.

    2. 02

      Strategy and structuring

      We design transaction options, the structure, the timetable and key negotiating assumptions.

    3. 03

      Due diligence

      We analyse or coordinate the legal, tax, financial and operational review.

    4. 04

      Negotiations and documentation

      We support the negotiation of terms, price mechanisms, security and transaction documents.

    5. 05

      Closing and financing

      We help bring the transaction to closing, taking into account financing, conditions precedent and settlements.

    6. 06

      Post-acquisition integration

      We support the first-100-days plan, and the integration of processes, reporting and governance.

    When

    When is it worth talking to us?

    • you are considering the sale of your company or a shareholder's exit,
    • you are planning a bolt-on acquisition or an investor coming in,
    • a portfolio company is preparing for exit,
    • you need vendor due diligence before launching the process,
    • the transaction requires debt or mezzanine financing,
    • after an acquisition you want to organise integration, structures and reporting,
    • you want to prepare the company for sale well in advance, before starting talks with an investor,
    • the sale of the company is to be linked to succession, the Polish family foundation, or wealth management after exit.
    FAQ

    Frequently asked questions.

    A typical M&A process takes from a few to a dozen or so months. The time depends on how prepared the company is, the number of investors, the scope of due diligence, the transaction structure, financing and the negotiation of documentation.

    Yes. We support domestic and cross-border transactions, coordinating tax, legal, financial and operational aspects together with local advisors where the structure of the project requires it.

    The fee model depends on the nature of the project. A combination of fixed fee, success fee and hourly billing for selected stages is possible, depending on the scope of responsibility and Zwyrtek Group's role in the process.

    Yes, we can support the analysis of transaction financing, preparing materials for banks or investors, the financial model, the debt structure and coordinating discussions with financing parties.

    Yes. Selling a family business often requires combining M&A advisory with succession, tax, the Polish family foundation and wealth planning after the transaction. In such projects, preparing the owner and the family for the decision before the process starts is particularly important.

    Depending on the project, we run or coordinate legal, tax, financial and operational due diligence. We tailor the scope of the review to the type of transaction, the sector, the company's structure and the risks identified at the start of the process.

    Yes. We help organise financial data, documentation, tax and legal risk, ownership structure, reporting and the investment narrative before starting discussions with investors.

    Yes. For owners of family businesses, the Polish family foundation can be part of preparing to sell the company or managing wealth after exit. This does, however, require individual tax, legal and ownership analysis.

    Are you planning a sale or acquisition transaction?

    Book a 30-minute call with a partner. No obligation, no fee.

    Free consultation Contact us