{"id":47,"date":"2024-11-25T18:34:36","date_gmt":"2024-11-25T18:34:36","guid":{"rendered":"http:\/\/shadvisory.eu\/?page_id=47"},"modified":"2026-05-14T07:16:21","modified_gmt":"2026-05-14T07:16:21","slug":"mesmerize","status":"publish","type":"page","link":"https:\/\/shadvisory.eu\/","title":{"rendered":"SH ADVISORY – M&A Advisory for owners of and investors in modern tech or service businesses"},"content":{"rendered":"
\n
\n
\n
\n
SH ADVISORY | REALIZE POTENTIAL<\/h5>\n

We will help YOU achieve YOUR goals by applying our proprietary EFFECTS_4U™️ framework<\/h2>\n

The EFFECTS_4U™️ framework stands for:<\/h4>\n

[E]<\/strong><\/span>nd-to-end: we will take care of the process from the moment YOU tell us what YOU need, to the moment when shares are sold\/bought or the optimization project brings results for YOU<\/h4>\n

[F]<\/strong><\/span>ull scope: on YOUR behalf we take care of all aspects of the process: identifying value drivers, valuation, negotiations, financial, legal and tax aspects, due diligence etc.<\/h4>\n

[F]<\/strong><\/span>lexible: we adjust our operating methods to YOUR specific needs. You can be fully involved in the process and work hand-in-hand with us but you can also leave everything to us and only be involved wehen really necessary or when you decide you want to be involved. Or do something in the middle<\/h4>\n

[E]<\/strong><\/span>fficient: we do what is really needed to achieve YOUR goals. We act only when we have clear goals in sight and the ability to measure progress towards the goals. We don\u2019t do things just to be busy or appear busy. We manage all parties involved using the same philosophy, so that the process is as efficient as possible<\/h4>\n

[C]<\/strong><\/span>ost-effective: we manage the effort of all actors involved and resulting costs so that the process is cost-effective for YOU<\/h4>\n

[T]<\/strong><\/span>ransaction  [S]<\/strong><\/span>upport: this is what we do and what we excel at to generate the maximum value for YOU<\/h4>\n

[4U] <\/strong><\/span>we do it so that YOU can achieve YOUR goals, or even fulfil YOUR dreams<\/h4>\n

<\/h4>\nWhy SH ADVISORY<\/a>I am an Owner<\/a>I am an Investor<\/a>\n\n<\/div>\n<\/div>\n
\n
Back to top<\/a><\/div>\n
<\/div>\n
<\/div>\n
<\/div>\n
<\/div>\n<\/div>\n<\/div>\n<\/div>
\n
\n
\n
\n

Why SH ADVISORY?<\/h2>\n

For many years we have been seeing a common frustration with services rendered by big brands: processes are slow, consultants use jargon and do everything they can to demonstrate their (alleged) superiority, relations are transactional, contracts are favourable mainly to the consultants. We realised there is space for equally professional services, but with a real human touch, smart flexbility and real partnership between our Clients and us.<\/p>\nAnd this is why we crated SH ADVISORY. Our ambition is that when engaging us, you feel that everything is clear to YOU, we are the members of YOUR team and that YOU are in control to the extent YOU want to be in control (if you want to leave everything to us, that\u2019s fine with us too \u2013 we will deliver and just hand you the results on a silver platter).\n

We are a team of professionals with relevant experience and insight into a number of industry verticals in Poland, with special focus on service industries, mainly technology-based.  Thanks to our experience we full understanding of the M&A process from both perspectives: the owner\/founder and the investor\/acquirer. So regardless of which side are you on, YOUR needs will be taken care of.<\/p>\n\n<\/div>\n<\/div>\n

\n
\n
<\/i>\n

EXPERIENCE IN RUNNING TECH BUSINESSES<\/h4>\n

Our partners held executive roles (CEO, Board Member, CFO) in various modern business, mostly operating in the area of new technologies.<\/p>\nWe won and ran projects, we talked to satisfied and not-so-satisfied customers, we dealt with executives, managers, professionals, candidates and leavers. We have our share of mistakes which helps us understand the specifics of the business. We know how to identify strenghts of a business and how to identify\/eradicate weaknesses, where the opportunities and risks are.\n\nWe will understand your concerns, we will understand your goals, we will not be learning during the transaction about what is important in the business.\n\nOur solid financial expertise supported by relevant certifications (e.g. ACCA) gives us an edge in putting ALL details of an SH business into monetary terms.\n

<\/div>\nThe EFFECTS_4U™️ Framework<\/a>I am na Owner<\/a>I am an Investor<\/a>Back to top<\/a>\n\n<\/div>\n<\/div>\n
\n
<\/i>\n

EUR 500m+<\/h4>\n

Our partners carried out M&A transctions worth over EUR 500 million involving investment funds, pension funds, corporate and private owners and companies listed on stock exchanges in Europe.<\/p>\nWe managed one of the largest M&A transaction in the Polish market involving a privately-owned SH and an investment fund. We carried out numerous other M&A processes involving software and technology businesses.\n\nOur latest large success is a transaction closed with a global PE Fund in Q3 2024. The value of the transaction was in tens of millions of \u20ac. We were the sole advisor of the Sellers, managed the whole process end-to-end and negotiated parameters for the Sellers that exceeded their already high expectations.\n\nThe EFFECTS_4U™️ Framework<\/a>I am na Owner<\/a>I am an Investor<\/a>Back to top<\/a>\n\n<\/div>\n<\/div>\n

\n
<\/i>\n

ACCESS TO WIDE NETWORK OF INVESTORS<\/h4>\n

We focus mostly on investros from Europe (including Poland and non-EU coountries like the UK) and the United States.<\/p>\n

The times when only big firms had access to top investors or a wide network of investors are long gone \u2013 in the current world a boutique like SH ADVISORY has EXACTLY the same access to inveestors as the big firms.  Our \u201eproblem\u201d is that we have many more good investors than targets we can present to them. Our largest investor manages assets valued USD 98,000,000,000 (98 billion dollars; data as of May 2026) and we talk to them as equals. <\/p>\nSo if you represent \/ own an interesting company, rest assured we will find you a GREAT investor right away.\n\nThe EFFECTS_4U™️ Framework<\/a>I am na Owner<\/a>I am an Investor<\/a>Back to top<\/a>\n\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>

\n
\n
\n
<\/div>\n
\n
\n
\n
OWNER\/FOUNDER<\/h5>\n

We are here to help YOU\u2026<\/h2>\n

\u2026find the RIGHT investor, prepare for the transaction, execute it at optimal parameters and ensure you are protected after the transaction.<\/p>\n\n<\/div>\n<\/div>\n

\n
\n
FINDING A RIGHT INVESTOR<\/h5>\n

We will find a right investor for you, depending on your needs, how much control you are ready to share, whether you are willing to build something \u201ebigger\u201d together with the investor or just exit and how long you are willing to stay in the company following the transaction. We have access to investors from all around the world, but mostly focus on the EU, the UK and the USA (see more in: \u201eWhy SH ADVISORY\u201d).<\/p>\n\n<\/div>\n

\n
PRE-TRANSACTION SUPPORT<\/h5>\n

We will evaluate how prepared you are to invite an investor and achieve your goals of the process. Based on our methodology involving a \u201eaudit\u201d of 125 areas of operations of the business or data points, we will create and help you execute a plan for 6-12-18 months (depending on how prepared you are) to help you maximize the output of the transaction.<\/p>\n\n<\/div>\n

\n
END-TO-END SUPPORT<\/h5>\n

We will prepare all necessary documentation (teaser, information memorandum etc.). We will negotiate on your behalf, starting from negotiating the basic parameters, making them more specific through preparation of a termsheet and getting to a final, detailed share purchase agreement (SPA).<\/p>\n\n<\/div>\n

\n
POST-TRANSACTION SUPPORT<\/h5>\n

We will help you avoid issues post-transaction, including your obligations under \u201erepresentations and warranties\u201d section of the SPA.<\/p>\n\n<\/div>\n

The EFFECTS_4U™️ Framework<\/a>Why SH ADVISORY<\/a>Back to top<\/a><\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>
\n
\n
\n
\n
\n
\n
INVESTOR<\/h5>\n

We will find the RIGHT targets for YOU<\/h2>\n

With our expertise and knowledge of the market, rest assured we will find the target based on YOUR criteria. Once we do it, we can offer you transaction-related support and post-transaction services to maximize YOUR output from the investment.<\/p>\n\n<\/div>\n<\/div>\n

\n
\n
TARGET SEARCH<\/h5>\n

Based on your criteria we will prepare a \u201epersona\u201d of an ideal target, scan the market and find the RIGHT targets. We will not waste your and our time on presenting you anything tha\u2019s easy to buy but not matching your needs. If we don\u2019t believe a target is right for your needs, you will never hear about it.<\/p>\n\n<\/div>\n

\n
END-TO-END SUPPORT<\/h5>\n

Once we find the right target we will manage or help you manager the whole process end-to-end ie. from the first intro meeting with the target to the moment you become the owner of the shares. we know what to look at in terms of verifying value and how to immediately spot weaknesses in the target.<\/p>\n\n<\/div>\n

\n
POST-ACQ MANAGEMENT<\/h5>\n

During and following the transaction we can help you structure the future cooperation with the target or even take interim management roles in the acquired targets on your behalf, act as supervisory board members or represent you in any other way that will help you secure your investment.<\/p>\n\n<\/div>\n

\n
FURTHER ACQUISITIONS<\/h5>\n

If your plan is to expand by executing multiple acquisitions, we will find further targets, help you close the deals and take responsibility for seamless merging of the acquired targets.<\/p>\n\n<\/div>\n

The EFFECTS_4U™️ Framework<\/a>Why SH ADVISORY<\/a>Back to top<\/a><\/div>\n
<\/div>\n<\/div>\n<\/div>\n
<\/div>\n<\/div>\n<\/div>\n<\/div>
\n
\n
\n
\n

Knowledge<\/h2>\n

We wrote a number of articles in which we are sharing M&A knowledge and insight regarding Polish Software House industry<\/p>\n\n<\/div>\n<\/div>\n

\n
\n
\n
\n
<\/div>\n
<\/div>\n
\n
\n
[PL] Polski rynek us\u0142ugowego dostarczania oprogramowania \u2013 analiza 2025<\/a><\/div>\n<\/div>\n<\/div>\n<\/div>\n
\n
\n
[PL] Polski rynek us\u0142ugowego dostarczania oprogramowania \u2013 analiza 2025<\/h5>\n

A comprehensive report covering 943 software service businesses operating in Poland<\/p>\n\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n

\n
\n
\n
<\/div>\n
<\/div>\n
\n
\n
[EN] 10 Tips for Investors in Polish Software Houses<\/a><\/div>\n<\/div>\n<\/div>\n<\/div>\n
\n
\n
[EN] 10 Tips for Investors in Polish Software Houses<\/h5>\n

A document in which we share some not-so-obvious knowledge that can be valuable for investors<\/p>\n\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n

\n
\n
\n
<\/div>\n
<\/div>\n
\n
\n
[PL] 10 Tips for Software House Owners and Founders<\/a><\/div>\n<\/div>\n<\/div>\n<\/div>\n
\n
\n
[PL] 10 Tips for Software House Owners and Founders<\/h5>\n

A document in which we share some not-so-obvious knowledge that can be valuable for software house owners and founders<\/p>\n\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n

\n
Back to top<\/a><\/div>\n<\/div>\n<\/div>\n<\/div>
\n
\n
\n
\n

Contact us<\/h2>\n

You can reach out to us at: partners@shadvisory.eu<\/p>\n

Alternatively you can  use the form below or contact details at the bottom of this page<\/p>\nBack to Top<\/a>\n\n\"\"\n\n<\/div>\n<\/div>\n

\n
\n
\n