Protectimo
Home

Independent M&A advisory · Poland & CEE · For owners

A company sale begins long before the first investor conversation.

We help owners prepare the company and themselves for one of their most important business decisions — while preserving confidentiality, process control and negotiating leverage.

Schedule a confidential conversation

For owners

When should preparation begin?

Ideally before time pressure starts shaping decisions. Even when a transaction is two or three years away, an early assessment creates room to strengthen readiness, reduce risk and preserve more options for the owner.

The right investor

Price matters. So does the company’s future.

We search beyond financial terms, assessing how well an investor fits the company’s character and the owner’s ambitions. The objective is to create the conditions for continued growth while respecting the brand, the team’s capabilities and the market position built over time.

01

Growth strategy

Does the investor understand the business model and have a credible plan for continued growth?

02

Brand and relationships

Can the investor develop the brand, customer relationships and market position without weakening the sources of advantage?

03

Team and culture

Does the investor see the team as an asset and create room for people, capabilities and responsibility to develop?

04

Capital and capabilities

Can the investor bring the resources, experience and time horizon required for the next stage?

Fit

Profile of companies we work with

Protectimo focuses on mature, profitable owner-managed companies typically generating annual revenue of EUR 10–100 million.

10–100EUR m annual revenue
EBITDApositive and verifiable
Poland & CEEestablished position and growth potential

Every situation is assessed individually. A smaller company may be an attractive transaction opportunity when it has a distinctive position, strong profitability, recurring revenue or consolidation potential.

Scope of support

01

Owner objectives

We clarify expectations around value, scope, timing and the owner’s potential role after closing.

02

Company readiness

We assess data quality, the business model, management, owner dependence, and legal and tax risks.

03

Value protection

We identify factors that can support value or become arguments for a price reduction.

04

Investor fit

We build and prioritise the investor universe by value, growth strategy, approach to the brand and team, and ability to sustain development.

How we work

From the owner’s decision to a controlled closing.

01

Discuss objectives and possible scenarios

02

Assess readiness and preparation priorities

03

Set transaction strategy and define the right investor profile

04

Approach investors discreetly and assess fit

05

Negotiate, manage due diligence and close

Let’s discuss your situation

If you are considering a company sale now or in the coming years, an initial conversation can help clarify the options without launching a process.