CEU Electronic Theses and Dissertations, 2022
| Author | Tosoki, Daniel |
|---|---|
| Title | Sell-side Advice to a Mid-sized, Hungary-based IT Company |
| Summary | The document is a public project summary of my capstone project, the final project of the MS in Finance program. The sponsor of my capstone project was a boutique financial advisory firm established by an experienced Private Equity professional in Hungary. The firm advises companies on Mergers & Acquisitions (M&A) transactions. Lately, the owners of a medium-sized, Hungary-based IT company mandated the advisory firm to set up a transaction plan and successfully sell their majority ownership stake to financial or strategic investors. To prepare the company for the sell-side M&A transaction, a thorough analysis of the company’s financials between 2019 and 2021 had to be prepared to identify critical revenue and cost drivers. Besides, a four-year financial model had to be developed to forecast the company’s financials between 2022 and 2025. These analyses are the basis of marketing materials that support the M&A process. The materials include the Investment teaser and the Information Memorandum. During the project, my main tasks were to analyze the IT company's historical financials and contribute to preparing the forecasted financial model. |
| Supervisor | Schindele, Ibolya |
| Department | Economics MSc |
| Full text | https://www.etd.ceu.edu/2022/tosoki_daniel.pdf |
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