Day-to-day advice on investment projects
- We provide comprehensive assistance in relation to the acquisition of Polish and foreign industry companies by effectively using domestic and foreign corporate instruments, such as holding companies, funds etc.
- We bring together parties to investments, both in terms of seeking investment (acquisition) targets and investors (capital), by efficiently supporting investors and companies in business and financial operations.
- We deliver comprehensive advice in relation to the financing of economic ventures, with particular focus on debt financing from private (non-institutional lenders).
- We provide day-to-day advice in relation to our clients’ investment portfolios, carry out legal and tax due diligence reviews, render day-to-day legal and tax assistance, we mediate in contacts with banks and investment fund companies, thus optimising the investment portfolio costs.
Negotiations in investment and economic processes
- We support our clients in negotiations relating to investment and economic processes. In addition to providing legal and tax advice, our team also assists in business negotiations domestically, and in dealings with foreign business partners.
- We draft and negotiate investment agreements and provide comprehensive and rounded legal, tax and financial support.
Structuring of investments, companies and funds
- We advise on the planning and implementation of the optimal legal frameworks for ventures and/or investments.
- We provide legal and tax analysis of business assumptions, and assistance in selecting the appropriate mechanisms.
- Our solutions involve Polish and foreign companies and funds.
- Transaction structuring based on the co-operation with a group of experienced foreign advisors ensures smooth completion of transactions in various jurisdictions.
Owner’s supervision, including trustee services
- We represent our clients at shareholders’ and supervisory board meetings of Polish companies.
- We exercise owner’s supervision over foreign companies, foundations and funds.
- We provide services aimed at optimising the investment portfolio services in foreign financial institutions (cost optimisation).
- We offer professional trustee and protector services (also in case of minor heirs and/or persons requiring supervision) etc.
Selected investment projects
- Managing the entrance of an investor to Cools Group S.A. (production of edible ice) – carrying out a due diligence review, negotiating the letter of intent and term sheet, implementing the transaction, establishing a joint-stock company, drawing up the statutes and financing chain scheme, developing corporate governance rules, and delivering day-to-day advice to the company.
- Preparing Sigmoidal group companies (IT industry) to the entrance of an outside investor, including providing support to the client in conducting a vendor’s due diligence, and participating in negotiations.