YOUR PROFESIONAL GUIDE

IN THE WORLD OF “INVESTMENT BANKING” AND “BUSINESS FINANCE” WITH OVER 25 YEARS OF EXPERIENCE.

ABOUT US

We are convinced that corporate finance, transformation and even buying and selling companies can be handled with passion, expertise, and high added value for the client.

Founded in 2020, INVISORY is based on three main pillars:

(i) Strategic advisory services in key areas of company sales and purchases

(ii) Advising on company development, including transformation and growth processes

(iii) Complete procurement of bank and other financing for companies and their projects, including preparation of financial models and business plans

 

The INVISORY team has a track record of more than a decade working together. The company led by its founder has handled over 130 client transactions. These included the acquisition of eBanka or Citibank’s complete retail portfolio and other significant targets.

INVISORY employs professionals with many years of experience in investment banking and capital markets. The services provided include not only M&A advisory, i.e., buying and selling companies or securing financing, but also comprehensive financial advisory, business valuation, transaction advisory, and financial modelling.

INVISORY’s professional team boasts over 55 years of collective experience, successfully sharing it with their clients as if their own company were concerned.

Our company is a partner of goetzpartners, both in the Czech and Slovak markets.

Founded in 1991, goetzpartners is an independent consulting company for all key business issues such as corporate strategy, M&A advisory, and transformation processes.

goetzpartners is a professional and trusted partner with considerable achievements in the field of investment banking and its extensive internal network is ideally positioned to help companies around the world navigate through their transformation projects. With 400 professionals operating in 13 offices and 11 countries around the world, it provides advice to decision-makers and senior executives in all key industries.

This networking brings the opportunity for global reach and unique value for Invisory and its clients, as well as a strengthened position in the Czech and Slovak markets for goetzpartners.

COMMENTS OF OUR CLIENTS

WHAT WE DO

Save your time and energy

We don’t want to waste the time of our clients and their management and burden them with the process of preparing documents for selling the company or securing financing in communication with banks. All we need is standard data output from your accounting or ERP system.

We are part of your team

We see the purchase and sale of companies as a key milestone not only for the owner but also for the company itself. Our work consists of sophisticated research and preparation of the entire transaction process, getting to know in complete detail the internal processes and workings of the company, all financial and accounting data, identifying weaknesses, strengths, and added value for potential buyers – including optimisation of the transaction structure.

Finance is in our DNA

The effectiveness of a company or project includes professionally structured financing. This is crucial to its success and profitability. Based on our 25 years of professional knowledge of corporate finance and significant erudition in the banking and financial landscape, we can prepare financing structures using both bank and non-bank credit products. Prepare a financial model and individual business plan to make your plan transparent and rational to financiers and investors. At the same time, thanks to our in-depth personal knowledge of the requirements, limits, and capabilities of individual banks, risk managers, and financiers, we can design and conduct an individually tailored selection process with a minimum of five institutions to obtain the necessary financing for your project or company on the best possible terms and covenants within a given time frame.

Leave your routine monitoring to us

Our highly sophisticated data system lets you monitor the performance of your company or project online at the level of revenue, sales, cash flow, ratios, liquidity, current debt capacity, or the current performance of set bank or non-bank covenants regularly. Easily via computer in your office or phone wherever you are in the world. No more guessing or asking your accountants. We will keep you in the picture ahead of time.

OUR TEAM

Marek Tichý - Invisory

Founder & Executive director

PROFILE

Expert witness & Data engineer

PROFILE

OUR SERVICES

Managing transformation and growth processes

Thanks to our long-term experience, we can help you with the stabilisation phase, followed by transformation and growth steps to ensure your company’s continued development and bring it to the position of a well-managed and stabilised company, able to fully harness its internal potential.

Capital markets

In the area of capital markets, INVISORY offers advice on IPOs, structuring, and underwriting of bonds or other financial instruments.

REFERENCES

The team has been involved in more than 130 M&A and capital markets transactions.

SELECTED M&A TRANSACTIONS

Valiance Capital logo
Valiance Capital & Dalkia
Energy

Advising Valiance Capital on the acquisition of a 30% stake in Dalkia Česká republika.

eBanka logo
eBanka
Financial institution

Advising Raiffeisenbank a.s. on the acquisition of eBanka a.s.

ČEZ logo
ČEZ & ENSO/GESO
Energy

Advising ČEZ on the proposed acquisition of the local energy company GESO/ENSO.

AMP Capital logo
AMP CAPITAL
Energy

Advising AMP CAPITAL on the acquisition of a PV power plant in the Czech Republic and Italy.

Veba logo
INCOT & VEBA
Consumer goods

Advising on an MBO transaction – acquisition of a leading manufacturer and exporter of textile and brocade.

Česká distribuční logo
ČESKÁ DISTRIBUČNÍ
Services

Advising on the sale of Česká distribuční, a private alternative operator, to Vltava-Labe Press.

Koh-i-noor logo
Kooh-i-noor & VITOGAZ
Energy

Advising Kooh-i-noor on the purchase of the leading gas and LPG distributor VITOGAZ from Rubis.

Veseta Bonny logo
Veseta
Consumer goods

Advising on the sale to a leading Czech beverage manufacturer.

Sixt logo
Sixt & M3000
Services

Advising SPEED LEASE s.r.o. (Czech concessionaire) on the sale of M3000 to FPD Group.

Klöckner & co logo
Klöckner & co
Industry

Advising Klöckner & co, a leading international iron distributor, on the sale of its activities within the CEE region.

Slavia pojišťovna logo
SLAVIA pojišťovna
Financial institution

Advising SP Group on the sale of the insurance company SLAVIA.

Citibank logo
Citibank
Financial institution

Advising Raiffeisenbank a.s. on the purchase of Citibank’s retail and private banking portfolio.

Klima logo
KLIMA
Industry

Advising on the sale of a Czech manufacturer of ventilation equipment for industrial purposes to a financial investor.

Pebal logo
PEBAL
Production

Advising on the sale of a leading Czech manufacturer of polyethylene film packaging to a private investor.

SK-NIC logo
SK-nic
TELCO

Advising DanuabiaTel on the sale of the .sk Internet top-level domain reserved for the Slovak Internet to Central NIC.

Agro & Kombinát Dolní Žandov logo
Agro & Kombinát Dolní Žandov
Agriculture

Advising the owners of Agro & Kombinát Dolní Žandov on the sale of 100% of its stake to a local strategic investor.

SELECTED CAPITAL MARKETS TRANSACTIONS

TwigoNet SE logo
TwigoNet SE
TELCO

The team acted as an authorised advisor to TwigoNet SE in its initial public listing on the Polish stock exchange NewConnect.

CPI byty logo
CPI BYTY a.s.
Real estate

Advising CPI on structuring and issuing a bond programme as the lead manager for a CZK 3 bn bond programme.

Raiffeisen Bank logo
Raiffeisenbank a.s.
Financial institution

Advising Raiffeisenbank on the issuance of the “EUROBOND” programme amounting to EUR 500 mil, Raiffeisenbank thus became the first bank on the Czech market to issue a “EUROBOND” mortgage bond programme.

Aquapalace logo
Greenvale a.s. (AQUAPALACE, a.s.)
Services

As part of advising Greenvale on a CZK 1 bn bond issue, the team created a completely new corporate bond structure that introduced the institution of a collateral agent to the Czech market and subsequently became used by the entire market.

Unicapital logo
UNICAPITAL ENERGY a.s.
Energy

Advising CPI on structuring and issuing a bond programme as the lead manager for a CZK 1 bn bond programme.

ČD Cargo logo
ČD Cargo, a.s.
Transportation

Advising ČD on structuring and issuing a bond programme as the manager for a CZK 500 mil bond programme.

Leo Express logo
LEO Express, a.s.
Transportation

Advising LEO Express on structuring and issuing a bond programme as the manager for a CZK 500 mil bond programme.

Cetelem logo
Cetelem a.s.
Financial institution

Advising Cetelem on structuring and issuing a bond programme as the joint-lead manager for a CZK 1.5 bn bond programme.