Teljeskörű tranzakciós és
vállalati pénzügyi tanácsadás

kis- és középvállalatok számára
– vállalkozói szemlélettel

Offering support across the full transaction and corporate finance lifecycle, from first financial assessment to closing. Each mandate is led by a senior partner and tailored to the specifics of your transaction.

Energy

Manufacturing

Agrifood

Niche verticals

Sell-Side M&A Advisory

We advise you through the full sell-side process, starting with scope and transaction structure definition to delivering an independent valuation and preparing investment materials. We remain involved through due diligence, SPA negotiation, until succesful closing.



When selling a business, certainty of closing often matters as much as price. Both are shaped early, through valuation, transaction structure, and the way the process is prepared before buyers are approached.

Who this is for

Founders and owner-managers looking for a full or partial exit

Families and shareholders with succession decisions to make

Management teams exploring strategic options, including partial recapitalizations

PE-backed companies approaching the end of a holding period

When to engage

Ideally 6-12 months before you intend to close. Early engagement allows us to address any preparation gaps, financial reporting quality, operational dependencies, structuring decisions, before the process begins, which directly affects price and deal certainty.

Typical timeline

Min. of 6-12 months from process launch to closing, assuming no structural, operational or financial adjustments are necessary. Investment materials and the list of potential buyers and investors is to be prepared during the first 6-8 weeks.

Buy-Side M&A Advisory

We advise buyers across the full acquisition process, from defining investment criteria and building a target list, through valuation to full due diligence execution, SPA structuring, and closing.

We know that what holds up after closing is often determined much earlier. For this reason, our involvement may begin early, supporting target identification, transaction structuring, and due diligence, while these elements are still informing the direction of the deal.

Who this is for

Strategic investors acquiring platform business in Hungary or Romania

Serial acquirers running buy-and-build strategies who need local execution depth

International buyers who need local market coverage and on-the-ground diligence

PE firms and corporate acquirers entering Romania or Hungary

When to engage

Ideally 3 to 6 months before you expect to approach your first target. Earlier engagement allows us to run a proper market mapping process and build a qualified target pipeline, rather than reacting to inbound deal flow.

Typical timeline

Min. of 6-12 months from criteria definition to closing, depending on market complexity, diligence scope, and deal structure.

Case studies

The best way to understand our work is to see it in practice.
felvásárolta
Duration:
2.5months
More info
részesült
Transaction:
Capital & Debt Advisory
Industry:
Agriculture
More info
szerzett
Transaction:
Capital & Debt Advisory
More info
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Capital & Debt Advisory

We advise companies on financing transactions from financial modelling and materials preparation, through lender identification and negotiation, to drawdown. By the time lender discussions begin, much of the outcome is already taking shape.

The quality of the financial case, the way risk is presented, and the fit between the transaction and the institutions approached all influence the terms available to the company. We prepare those inputs before lenders are approached, so the financial case is ready, risk is clearly framed, and discussions begin with the right financing partners.

Who this is for

Founders and CFOs raising debt for an acquisition or cross-border expansion in Romania or Hungary

Companies refinancing existing facilities or restructuring obligations under the current structure

Businesses planning a greenfield investment who need a financial case before approaching lenders

When to engage

As early as possible before you intend to approach lenders. The financial model and lender materials need to be complete before the first conversation begins.

Typical timeline

2 to 4 months from engagement to drawdown, approximately 4 weeks for modeling and materials, 4 to 8 weeks for lender negotiation.

Companies we worked with to achieve the right transaction

Corporate Finance

Not every strategic decision requires a full M&A process, but many still require the same level of financial scrutiny.

We provide valuation, financial due diligence, and business planning for owners, shareholders, management teams, and boards who need an independent financial basis for investment decisions, negotiations, restructuring, or strategic planning.

Who this is for

Shareholders evaluating an acquisition without a full M&A process

Boards and management teams making capital allocation or restructuring decisions

Founders requiring an independent valuation ahead of a shareholder transaction or dispute

Buyers requiring standalone financial DD

When to engage

As early as possible once a specific decision or transaction is in view, ideally before any numbers have been shared or discussed with the other party.

Typical timeline

1 to 1.5 months per engagement, depending on scope and data availability.

Business Development

Local market knowledge often determines whether an expansion opportunity holds up in practice.

For companies planning entry into Hungary or Romania, or evaluating whether a local business has viable expansion potential, we provide market assessment, opportunity identification, and commercial due diligence before capital is committed.

Who this is for

International companies evaluating entry into Romania or Hungary

Hungarian or Romanian businesses assessing whether their model is viable in a new market

Active acquirers wanting a grounded view of a sector before committing to a formal process

When to engage

Before committing to a market entry decision or initiating a formal acquisition process.

Typical timeline

Approximately 4 weeks for a focused market assessment.

Our Work, in Our Clients’ Words

The sale of a majority stake in our company, D-Toys, was an important milestone. The Ferdinand Investment Partners team was a key partner throughout the entire journey. From the early preparations to finalizing the deal with the investment fund, their guidance and support was crucial in structuring a transaction that reflected the true value of our business. I recommend them to anyone seeking a trusted advisor in M&A.

dr. Tibor Füstös
D-Toys

Zsolt and his team supported us throughout our buyout transaction with OMV-Petrom, among others by preparing a complex financial valuation and the development of the company’s 5-year business plan. His professionalism, strategic insight, and commitment made a real difference throughout the process.  I highly recommend him as a trusted expert in financial consulting and business strategy.

Daniel Ciuciui
Respira Verde

Zsolt támogatott minket az OMV-Petrommal tervezett tranzakcióval kapcsolatos tárgyalások során, többek között egy komplex pénzügyi értékelés elkészítésében és a vállalat 5 éves üzleti tervének kidolgozásában. Profizmusa, stratégiai meglátásai és elkötelezettsége valódi különbséget jelentett a folyamat során. Ajánlom őt, mint megbízható szakértőt a pénzügyi tanácsadás és az üzleti stratégia területén.

Daniel Ciuciui
Respira Verde

Másfél év sikertelen keresés után Zsolt és csapata segítségével sikerült megtalálnunk a megfelelő self-storage partnert: egy 20 éves tapasztalattal rendelkező magyar céget, amely éppen romániai terjeszkedést tervezett. Az eredmény? Hat hónap alatt közösen megnyitottuk Kolozsvár első self-storage létesítményét!

Ádám Ambrus
Amera Group

Cégünk, a D-Toys többségi részesedésének eladása fontos mérföldkő volt, amely folyamat során a Ferdinand Investment Partners csapata végig mellettünk állt. A kezdeti előkészületektől kezdve egészen a vevő, egy befektetési alappal kötött üzlet lezárásáig. Támogatása kulcsfontosságú volt abban, hogy olyan tranzakciót hozzunk létre, amely tükrözi vállalkozásunk valódi értékét.

Dr.Füstös Tibor
D-Toys

A Ferdinand csapata kritikuspillanatban hatékonyan szállt be a tranzakcióba, gyakorlatias pénzügyi ésstratégiai meglátásokkal támogatta a folyamatot és a vezetői döntéshozatalt. Acsapat által készített jelentés pontos és precíz volt; javaslataik üzlet-orientáltakés azonnal alkalmazhatók voltak, és közvetlenül támogatták a tárgyalásokat.Pontosan ilyen tanácsadóra van szükség egy komplex tranzakció sikereslebonyolításához!

Michaël Dillen
Fagron

Ferdinand Investment Partners supported us with a thorough analysis of a potential acquisition in the agricultural sector. Their team quickly understood the specific dynamics of crop production and tailored the financial analysis to the realities of the industry. Communication was efficient and responsive throughout the entire process, and their materials were consistently clear, structured and actionable. We particularly appreciated their professional approach and the commitment of their consultant team. We would gladly work with Ferdinand Investment Partners again and recommend them to anyone seeking a reliable and highly professional advisory partner.

Kende Pásztor
Transylvania Golden Fields