End-to-end M&A and Corporate Finance advisory for the mid-market
delivered with an entrepreneurial mindset
Companies we worked with to achieve the right transaction
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Our Work, in Our Clients’ Words
in 2025
of our clients in 2025
Completed Mandates
What we do
M&A advisory
Selling your business is one of the most significant financial decisions you will make. Before any buyer is approached, you need an independent view of what the business is worth, whether the timing is right, and how the process will unfold. We start with valuation to establish a clear basis for the process, then prepare your investment materials, run a structured approach to buyers, and stay closely involved through due diligence, negotiation, and closing.
A target is only as strong as the diligence behind it, and the decisions that follow from it. Before any target is acquired, you need a clear view of what the business actually looks like from the inside, beyond the initial materials and management narrative. We work with you from target criteria and market mapping through valuation, negotiation, and full due diligence execution, staying closely involved through SPA and closing.
Capital & Debt Advisory
If you are raising financing for growth, a cross-border acquisition, refinancing, or debt restructuring, we build the financial case before you approach lenders. Including financial modelling, lender materials, and identifying the right financing partners, then supporting negotiations through to drawdown.
Corporate Finance
An independent view of the financials can materially improve your strategic decision. We provide valuation, financial due diligence, and business planning for owners, shareholders, and management teams who need a sound financial basis for investment, restructuring, or other strategic decisions.
Business Development
If you are planning cross-border expansion in Hungary or Romania, the right market insight and local connections can significantly impact your financial decision. We help companies assess opportunities, evaluate market potential, and approach expansion decisions through regional insight, market research, and investment opportunity assessment.
Industries we serve
Energy
Manufacturing
Agrifood
Niche verticals
How we work
This is a standard structure of our sell-side process, each mandate differs in scope and timing depending on the business, the sector, the buyer landscape, and the transaction itself.
01
Scope Definition
Handled by: Ferdinand M&A Team
Outline: Transaction objective alignment, deal structure definition, engagement terms, timeline assumptions, confidentiality framework
02
Valuation
Handled by: Ferdinand M&A Team
Outline: Company specific indicative valuation, benchmarking against comparable HU–RO transactions, price floor establishment, price structuring options
03
Transaction Preparation
Handled by: Ferdinand M&A Team
Outline: Internal financial analysis, IM preparation, business planning, performing necessary reorganization, shareholder structure realignment, data room setup
04
Sell-Side Process
Handled by: Ferdinand M&A Team & Legal Partner
Outline: Investor long-list and short-list, NDA execution, controlled information release, NBIO collection and analysis, term sheet negotiation, due-diligence process management
05
SPA
Handled by: Ferdinand M&A Team, Legal & Tax Advisor Partner
Outline: Final price structure and payment mechanism, representations and warranties, indemnity structuring, closing condition negotiation
06
Closing
Handled by: Ferdinand M&A Team & Legal Partner
Outline: Conditions precedent satisfaction, funds transfer coordination, transition structuring
01
Scope Definition
Handled by: Ferdinand M&A Team
Outline: Transaction objective alignment, deal structure definition, engagement terms, timeline assumptions, confidentiality framework
02
Valuation
Handled by: Ferdinand M&A Team
Outline: Company specific indicative valuation, multiple benchmarking against comparable HU–RO transactions, price floor establishment, transaction structuring options
03
Transaction Preparation
Handled by: Ferdinand M&A Team
Outline: Internal financial analysis, IM preparation, business planning, performing necessary reorganization, shareholder structure realignment, data room setup
04
Sell-Side Process
Handled by: Ferdinand M&A Team & Legal Partner
Outline: Investor long-list and short-list, NDA execution, controlled information release, NBIO collection and analysis, term sheet negotiation, due-diligence process management
05
SPA
Handled by: Ferdinand M&A Team, Legal & Tax Advisor Partner
Outline: Final price structure and payment mechanism, representations and warranties, indemnity structuring, closing condition negotiation
06
Closing
Handled by: Ferdinand M&A Team & Legal Partner
Outline: Conditions precedent satisfaction, funds transfer coordination, transition structuring
This is a standard structure of our buy-side process, but the scope and timing of each mandate depend on the target criteria, the market, the level of diligence required, and the transaction itself.
01
Target Criteria
Handled by: Ferdinand M&A Team
Outline: Acquisition rationale alignment, target profile parameters (sector, geography, revenue/EBITDA range, ownership structure), deal structure preferences
02
Target List
Handled by: Ferdinand M&A Team
Outline: Market screening, long-list development, off-market outreach, short-list with target profiles
03
Negotiation Process
Handled by: Ferdinand M&A Team & Legal Partner
Outline: Preliminary financial analysis, indicative valuation range assessment, NBIO / LOI preparation, commercial negotiation support
04
DD Execution
Handled by: Ferdinand M&A Team, Legal & Tax Advisor Partner
Outline: Due diligence, quality of earnings analysis, balance sheet analysis, valuation review, owner-dependency assessment, overall risk assessment, commercial, tax and legal DD coordination with licensed partners
05
SPA
Handled by: Ferdinand M&A Team, Legal & Tax Advisor Partner
Outline: Contractual structuring and drafting based on DD findings, representations and warranties, indemnities, non-compete clauses, price adjustment mechanisms, conditions precedent (e.g. FDI, merger approvals)
06
Closing
Handled by: Ferdinand M&A Team & Legal Partner
Outline: Conditions precedent satisfaction, funds transfer coordination, transition planning
01
Target Criteria
Handled by: Ferdinand M&A Team
Outline: Acquisition rationale alignment, target profile parameters (sector, geography, revenue/EBITDA range, ownership structure), deal structure preferences
02
Target List
Handled by: Ferdinand M&A Team
Outline: Market screening, long-list development, off-market outreach, short-list with target profiles
03
Negotiation Process
Handled by: Ferdinand M&A Team & Legal Partner
Outline: Preliminary financial analysis, indicative valuation range assessment, NBIO / LOI preparation, commercial negotiation support
04
DD Execution
Handled by: Ferdinand M&A Team, Legal & Tax Advisor Partner
Outline: Due diligence, quality of earnings analysis, balance sheet analysis, valuation review, owner-dependency assessment, overall risk assessment, commercial, tax and legal DD coordination with licensed partners
05
SPA
Handled by: Ferdinand M&A Team, Legal & Tax Advisor Partner
Outline: Contractual structuring and drafting based on DD findings, representations and warranties, indemnities, non-compete clauses, price adjustment mechanisms, conditions precedent (e.g. FDI, merger approvals)
06
Closing
Handled by: Ferdinand M&A Team & Legal Partner
Outline: Conditions precedent satisfaction, funds transfer coordination, transition planning
Case studies
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Buy-Side Financial Due Diligence Delivered in 14 Days
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Equity Restructuring Completed in 30 Days: Independent Valuation Replaces Legacy Reference Value
Debt Refinancing and Restructuring: Financing Costs Reduced by 30%
What sets us apart
Local expertise in Hungary and Romania
Our work across Hungary and Romania is grounded in lived familiarity with both markets, giving clients a clearer read on how decisions are made, how relationships are built, and how cross-border transactions move in practice.
Process Transparency
Before the engagement begins, we define the process, timeline, and fee structure clearly. Throughout the mandate, we keep decision points visible, so owners and boards know where the process stands and what comes next.
Financial depth in M&A execution
Valuation, financial modelling, and due diligence are executed by the same team running your transaction, therefore financial findings are built into the process from the start, informing every negotiation and decision along the way.
Your senior partner stays in the deal
You work with a dedicated senior partner throughout the mandate, giving you continuity in judgment, communication, and execution from valuation and negotiation through to closing.
Independent financial advice
Our advice is shaped solely by the transaction and by what serves your long-term interest best, with independent judgment guiding the process throughout.
Entrepreneurial mindset
We approach transactions with close attention to value, timing, risk, and the commercial logic that shapes decisions throughout the process.
ABOUT US
Ferdinand Investment Partners is one of the few independent M&A and corporate finance advisory firms with expertise and solid presence in both Hungary and Romania, giving clients direct access to local networks, decision-makers, and the market context that shapes transactions in each country.
Beyond Hungary and Romania, our cross-border transaction experience extends across the wider CEE region, including mandates completed in Serbia, Bulgaria, and Slovakia.
Our team specialises in M&A and corporate finance advisory, with strong financial and fiscal expertise. Where the mandate requires it, we work alongside a carefully selected network of auditors, tax experts, and law firms.
investor in HU and RO
and wider CEE
regional partners
TEAM
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