Equity Business Breakfast: The motivation of strategic investors
Introduction of processes and key milestones that could support effective preparation, investor search and a successful exit, through practical regional and international examples and experiences.
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What types of companies attracted their interest? How did they select targets? Where did they see real value? The purpose of the Equity Breakfast, organised with a limited number of participants, was to present in detail those processes and key milestones that could support effective preparation, investor search and a successful exit, through practical regional and international examples and experiences. During the business breakfast, the topics were discussed in an informal conversation with our invited guests and through concrete examples, while participants were able to ask related questions interactively at any time, allowing them to receive personalised answers to the issues and challenges most relevant to them.
Covered topics
- What motivations did strategic investors have, and why did they seek acquisitions?
- Beyond financial metrics, what other factors did they examine, and how did they make acquisition decisions?
- How did they price transactions, and did they really offer more for a company than a financial investor?
- Sharing business secrets and strategic information during negotiations with a potential buyer. What needed attention, and how could business and competition law risks be minimised?
Agenda
Arrival, registration, welcome coffee, breakfast, networking
8:30 - 9:00
Welcome remarks and an overview of the transaction process
Lenard Horgos - Partner, Absolvo
9:00 - 9:20
Case studies and answers from active domestic and international strategic investors
What they looked for, how they selected and how they valued targets and how to prepare accordingly
Sandor Pluhár – Former Managing Director, Polifoam Kft., Trocellen Group
Dr. Marcell Soós – Director of M&A and Affiliate Financial Adminstration Office, EGIS Zrt.
- What motivated acquisitions, and what advantages and synergies did they seek?
- Were decisions made locally or at an international level, and what process and timeframe did this require?
- What criteria did they look for in target companies, and what discouraged them?
- Did strategic investors really pay a higher price for a company than financial investors?
- What were they interested in during due diligence, and did they have any specific focus areas?
9:20 - 10:10
Coffee break
10:10 - 10:25
When, how much information and how should it be shared with the investor?
Sharing business secrets and strategic information during negotiations without risk
Dr. Balint Bassola – Attorney at Law, Managing Partner, Bassola Law Firm
During the advancement of transaction negotiations, it was naturally necessary to share certain information with the other party. However, the proper and conscious timing, content and depth of such disclosure were critical not only from a business perspective but also from a competition law standpoint.
- What information could be shared with the other party during investor or company sale negotiations?
- Beyond common sense, were there additional legal restrictions in this area? What did competition law practice say about this, and how could competition authority investigations be avoided?
- Providing the necessary information was a prerequisite for making professional decisions and shaping pricing. How could this be done in a way that protected business interests while also taking applicable competition law restrictions into account?
10:25 - 11:00
Q&A, networking
The participants had the opportunity to ask their questions personally and in private to our guests and experts during the networking session.
11:00 - 11:30
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