Transaction advisory services

Sale and purchase transactions are complex processes requiring specialised knowledge in a number of fields. Therefore, not only do they have to be carefully prepared, but also properly executed. Our objective is to carry out transactions within the shortest time possible and on the best terms that we can obtain for our clients.


Our clients turn to us when:

  • They see an opportunity to buy or sell the whole company or its part
  • They have little experience in such transactions
  • In the best interest of the transaction they would rather act via a specialised company, at least in some areas
  • They want to get access to new groups of potential buyers or investors

Michał Świda : CFO, Member of the Management Board
Michał Świda CFO, Member of the Management Board Contact
M: +48 508389749
With Trio Management since 2003, previously at PriceWaterhouseCoopers. He has supervised and participated in hundreds of financial consultancy projects (valuations, cost optimisation, financial modeling). He also runs turnaround and interim management projects. Passionate about sports and coaching (e.g. CrossFit Lvl 1)
Magdalena Karda : CS&MO, Member of the Management Board
Magdalena Karda CS&MO, Member of the Management Board Contact
M: +48 503493590
With Trio Management since 2012. In 2010-2012 she was Marketing Department Director at Bonnier Business (Poland), publisher of "Puls Biznesu". Her main responsibilities include marketing, communication and PR. From July 2006 to October 2012 Magda also worked for Infomedia Polska, where in 2008 she became the Head of Marketing.

What makes us outstanding

  • We have considerable experience in the execution of transactions,
  • As the Trio Management Group we are part of a large network of personal contacts with lots of industry players, individual investors, banks and private equity funds ,
  • The wide range of our services allows us to offer comprehensive support to our clients in each aspect of their business.

Our approach

  • Thorough analysis of the market and identification of companies to be acquired by potential buyers
  • Development of independent valuations and identification of transaction-related risks
  • Comprehensive due diligence (operational, financial, legal and tax-related)
  • Designed structure of transactions - sometimes composed of several stages
  • Development of negotiation strategies and support throughout the negotiation process
  • Preparation of documentation linked to transactions (term sheet and sale/purchase agreement)
  • Support in the process of post-acquisition integration

Our results:

  • A dozen or so satisfied acquirers
  • A dozen or so satisfied sellers