TRANSACTION CONSULTING
01.
Organizing and conducting the company and project acquisition process (for both parties to the transaction: sell & buy) for the purpose of sale or recapitalization by owner:
- Project analysis, Transaction structuring, preparation of Transaction summary and Company teaser as well as a longer presentation – the Investment Memorandum;
- Drafting the Company’s financial model complete with financial projections;
- Preparing the long list of potential Investors to be approached with the teaser (upon approval by the Company / Client);
- Distributing the teaser to potential Investors, preliminary negotiations;
- Assisting the Client in compiling the document package / memorandum required by potential Investors for their investment decisions; coordinating the information flow process; supervising the indicative offering by the Investor(s); and shortlisting of Investors;
- Support in selecting the final offer / Investor;
- Supervision of the due diligence process;
- Supporting the Client in negotiating the terms of investment agreement / SPA and closing.
02.
Consulting in acquisitions and transformations of business entities (mergers, amalgamations, demergers) in cooperation with experienced tax advisors and legal counsels
DEBT FINANCING
ARRANGEMENTS
01.
The debt financing arrangement process (corporate bonds, private loans, bank facilities):
- Project analysis, Transaction structuring, preparation of Transaction summary and Company teaser;
- Drafting the Company’s financial model complete with financial projections;
- Drafting a long list of providers of debt financing and mezzanine to be approached with the teaser;
- Distributing the teaser to Investors, preliminary negotiations;
- Assisting the Company in compiling the document package required by potential Investors for their investment decisions; coordinating the information flow process; supervising the indicative offering by the Investor(s); and shortlisting of Investors;
- Support in selecting the final offer / Investor;
- Supervision of the due diligence process;
- Supporting the Company in negotiating the terms of investment agreement / SPA and closing.
BUSINESS CONSULTING
01.
Improvement of company operations leading to better performance, profitability or cost reduction
02.
Development and implementation of methods and tools to improve company performance and functioning (e.g. MbO, ABC, Balance Scorecard, controlling solutions and conceptions as well as BI)
02.
Development of strategies, business plans, scenario analyses, feasibilities studies and business cases
04.
Modeling of processes and development of procedures (IT security policy and BPM solutions included)
05.
Implementation project management, change and quality management
06.
Improvement and execution of selected company finance management (e.g. reporting, controlling)
GAS AUDIT
01.
Verification of the correctness of the preparation of questionnaires about placing on the market on the market of at least 10,000 tonnes of CO2-equivalent hydrofluorocarbons; the questionnaires are verified in accordance with the provisions of Regulation 517/2014 of the European Parliament and of the Council and the Commission Implementing Regulation 1191/2014
02.
Verification of declarations of conformity prepared by equipment importers drawn up in accordance with the Commission Implementing Regulation 2016/879
03.
We are an entity accredited by the Polish Accreditation Center (PCA) for verification of annual reports of greenhouse gas emissions, No. PL-VG-0015 (accreditation under Directive 2003/87/EC -> download: Certificate + scope of accreditation + link to PCA website). PGA’s scope of accreditation includes verification of data for the purposes of Regulation (EU) 517/2014 of April 16, 2014. Documents and detailed information on verification i.e., Regulations of the impartiality committee, Description of the verification process, Impartiality Policy, Process for handling complaints and appeals can be found in the „About Us” tab under downloadable documents. In accordance with Article 14 (2) and Article 19 (6) of Regulation (EU) 517/214 in connection with the above accreditation, we can perform verification of declarations on placing on the market equipment charged with f-gases and declarations on the placing on the market 10 000 tonnes of CO2 equivalent or more of hydrofluorocarbons. Our accreditation is valid in all European Union countries and the United Kingdom.