Corporate Finance Advisory

Our two-pillar advisory approach offers a broad spectrum for strategic dialogue.

Starting from a detailed understanding of your company and combined with extensive sector expertise and regional know-how, the Erste Corporate Finance Advisory Team offers tailor-made advisory services that go beyond standard bank discussions.

Our services:

  • Corporate Solutions
    Based on a wide-ranging analysis of your company our team of experts offers advice that is independent of any other financial product and which therefore supports the realization of your strategic goals.
  • M&A Advisory
    Backed by the most powerful banking group in CEE our team of locally-based experts manages the successful sale or purchase of corporate targets or the setting up of joint ventures.

 

Corporate Solutions

Our comprehensive corporate analysis and product-neutral financing advisory supports your liquidity profile and optimizes your financial structure.

A detailed analysis of the potential of your company is the basis for a joint strategic dialogue. The strategic dialogue starts with analysing historic own and sector benchmarks, continues with the modelling of currency and interest rate risks and extends to ways to optimize the company’s financial profile and to increase the company’s free cash flow. From there we jointly structure an individualized financing mix with innovative solutions which enhance your company’s growth strategy and enterprise value. Our analysis and peer group comparisons also serve as a starting point for the external rating process of rating agencies. We help you to make sense of the agencies’ complex regulations, categories and methodologies.

Our services:

  • Comprehensive strategic dialogue combined with topics from day-to-day business
  • Financial comparison with own historic highlights and benchmarked against sector peers
  • Analysis to optimize capital structure
  • Working capital optimization combined with financing solutions in order to generate additional free cash flow
  • Value-at-risk analysis to efficiently manage currency and interest rate risks
  • Analysis and concrete proposals to optimize the company’s financial profile based on the rating methodology of external rating agencies
  • Advisory during the formal rating process with external rating agencies

Your advantages:

  • Improved profitability
  • Increased understanding of the company’s financial profile
  • Maximizing of financial strength as a base for an expansion strategy
  • Increased enterprise value
  • Diversification of sources of financing
  • Evaluation of risk management strategy for interest and currency risks
  • Sound basis to decide the time frame for starting an external rating and choice of rating agency

This is our approach to support you in optimizing the profitability and financial profile of your company.

M&A Advisory

Our Corporate Finance Advisory Team supports you actively in the buying and selling of corporate targets or the setting up of joint ventures. Our team of locally-based experts is your point of contact and helps you to achieve your transaction goals.  Backed by the most powerful banking group in CEE we act as a door opener where access to local stakeholders and local financing is key, for example in sectors such infrastructure and energy.

Our services:

  • Buy-side or sell-side advisory
  • Preparation and active support in M&A processes
  • Coordination and support during the due diligence process
  • Company financial modelling and valuation
  • Target and investor approach
  • Analysis of the competitive environment for the sales process
  • Support during negotiations
  • Coordination and structuring of purchase price financing in close cooperation with our financing teams

Your advantages:

  • Defined single point of contact
  • Comprehensive transaction experience and deep market know-how
  • Innovative solutions and tailor-made advisory
  • Access to comprehensive, sector-specific know-how
  • Local presence in the Erste Group home market and access to local stakeholders
  • Direct access and ongoing contact with a large number of strategic investors and financial investors, secured via a specialized sector team.

The close cooperation between client coverage and corporate finance advisory specialists secures a tailor-made package of solutions out of one hand.

Please contact

Manfred Burdis

Manfred Burdis

Head of Corporate Finance Advisory

manfred.burdis@erstegroup.com

Fredrik Haugan

Martin Strasser

Executive Director – M&A Advisory

martin.strasser@erstegroup.com