The founder of a Polish FinTech company holding a Payment Institution (PI) license. After several years of operation, he decided to pivot to a new venture and wanted to exit the business, but with maximum value and complete confidentiality.
The owner was unaware of his licensed company’s true market value and lacked access to a network of qualified buyers. He feared that a public sale announcement would attract unserious inquiries and potentially harm the company’s reputation. He needed a trusted partner to orchestrate a swift and discreet transaction.
We applied our seller-focused M&A process to protect our client’s interests:
Confidential Valuation: We conducted a detailed valuation of the asset, considering the license type, jurisdiction, operational history, and existing infrastructure (bank accounts, staff) to provide a realistic market price range.
Private Marketing: We did not list the company publicly. Instead, we discreetly presented the opportunity to our private, pre-qualified network of buyers (FinTech funds, strategic acquirers) under strict non-disclosure agreements (NDAs).
Deal Facilitation: We managed all negotiations, organized the due diligence process, and ensured the legal and financial security of the transaction for both parties.
The client successfully sold his asset for a premium price while avoiding all the risks of the public market.
Maximized Exit Value: Our access to strategic buyers resulted in a final sale price that exceeded the client’s initial expectations.
Absolute Confidentiality: No information about the sale was leaked to the market, preserving the reputation of both the client and his former business.
Swift and Efficient Process: The entire process, from valuation to the closing of the deal, was completed in under three months.
