Growth strategy
Does the investor understand the business model and have a credible plan for continued growth?
Independent M&A advisory · Poland & CEE · For owners
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
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
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.
Does the investor understand the business model and have a credible plan for continued growth?
Can the investor develop the brand, customer relationships and market position without weakening the sources of advantage?
Does the investor see the team as an asset and create room for people, capabilities and responsibility to develop?
Can the investor bring the resources, experience and time horizon required for the next stage?
Fit
Protectimo focuses on mature, profitable owner-managed companies typically generating annual revenue of EUR 10–100 million.
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
We clarify expectations around value, scope, timing and the owner’s potential role after closing.
We assess data quality, the business model, management, owner dependence, and legal and tax risks.
We identify factors that can support value or become arguments for a price reduction.
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
Discuss objectives and possible scenarios
Assess readiness and preparation priorities
Set transaction strategy and define the right investor profile
Approach investors discreetly and assess fit
Negotiate, manage due diligence and close
Let’s discuss your situation