Management buyout — effective transactional support

A management buyout (MBO) or management buyout is a popular form of change of ownership in family-owned, privately-held companies and limited companies. It involves the acquisition of a company by its managers – using their own funds, a loan or an outside investor.

Our team advises both current owners and managers planning a buyout, as well as financial investors. We support the entire process: from feasibility analysis, to securing the interests of the parties, to finalization and implementation of the new ownership structures.

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They trusted us

  • Primetric

  • Panda Group

  • Summ-It

  • SoftwareMill

  • Cichy-Zasada Group

  • Artemis Capital

  • YouNick Park

  • Unimot

  • QrTag

Management buyout — range of services

Buyout analysis and planning

  • Evaluate the desirability and feasibility of a management buyout (MBO, LBO).
  • Analysis of the capital structure and assessment of the possibility of obtaining financing.
  • Identification of legal, organizational and tax risks.
  • Develop a map of the parties’ interests and an action plan.

Representation of managers

  • Advising the board of directors or key executives.
  • Preparing the principles of co-ownership and future cooperation.
  • Assistance in obtaining investor or bank financing.
  • Negotiations with the owner and financial investor.

Service to owners

  • Support for owners planning succession through a management buyout.
  • Advising on share valuation and deal structuring.
  • Preparation of documentation: sales contract (SPA), investment agreements.
  • Protecting the owner’s tax and property interests.

Finalization and implementation

  • Drafting of investment, shareholder and corporate agreements.
  • Registrations of changes in the KRS, preparation of resolutions, updating of company documents.
  • Coordinate the closure and settlement process.
  • Implementation of new management and ownership structures.

Post-transaction support

  • Corporate advisory and compliance for new ownership structure.
  • Corporate governance and shareholder relations support.
  • Assist in planning the next stages of the company’s development.
  • Monitoring the implementation of investment conditions and contractual provisions.
  • Handling possible changes in ownership structure (buy-back, investor exit).
  • Support in managing shareholder conflicts and updating ownership agreements as the company grows.
  • Assist in post-buyout operational integration – advising on hiring key personnel, changing decision-making and management processes.
  • Preparation of option plans for future key managers (ESOP, VSOP).
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Our clients' industries

New tech Automotive E-commerce RES Pharmaceutical industry Foreign companies Family foundations

Why should you work with us?

  • Experience in MBO/LBO – we understand the mechanisms and dynamics of management buyouts.
  • Comprehensive approach – we combine legal, transactional and business expertise.
  • Safeguarding the interests of each party – managers, owners and investors.
  • Discretion and trust – we guarantee confidentiality and security of the process.
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