We guide clients through their most consequential decisions

What sets us apart

1. Every mandate is our priority

Your matters are handled directly by partners with more than 60 years of combined hands-on experience in some of the largest and most complex transactions in Slovakia and Czechia, without a junior intermediary layer or loss of continuity and focus.

2. Advisory, not sales

We have no proprietary products, funds or financial instruments. Our recommendations are independent and always in the client's interest. Our compensation is tied to outcomes, not to the volume of products sold.

3. The full picture — transactions and beyond

We treat transactions holistically. We factor in company or family dynamics, tax implications, long-term ownership objectives and governance, and coordinate specialists who cover the full picture. We protect our client's interests well beyond transaction closure.

Clients

We work with clients for whom every detail matters. For every mandate, we assemble a bespoke advisory team and engage the right specialists.

• Business Families – High-net-worth individuals and families addressing succession, family wealth governance and international structuring. Discreetly and with a long-term horizon.
• Growth Companies – Founders and management preparing for a sale, an investment or international expansion. We engage early, while the outcome can still be shaped positively.
• Investors and Funds – Private funds, family offices and co-investors seeking, structuring and capitalizing on investment opportunities. We provide an independent perspective and coordinate the entire process.
• Cross-Border Projects – Transactions and projects spanning multiple jurisdictions that require coordinated local expertise. We act as a single point of accountability across markets.

Services

Four advisory practices. One trusted partner.

We provide focused advisory services that combine transactional expertise with strategic insight and a deep understanding of family businesses and complex ownership structures.

Transactions

M&A and Transaction Advisory

We guide clients through the entire transaction process, from preparing for a sale or acquisition to closing and post-transaction stabilisation. We manage transaction strategy, structuring, investor identification and outreach, negotiations, and coordination of financial, tax, legal and technical advisors.

Transaction Project Management

In complex transactions and projects, we act as a central project hub coordinating key stakeholders, managing information flow, and ensuring effective execution aligned with the owners' strategic objectives.

Growth and Expansion Advisory

We help companies design and execute growth plans in domestic and international markets. We analyse markets, partners and target segments, develop expansion business models, and support management in key decisions and their implementation.

Family Wealth, Succession and Suitable Asset Structures

Family Wealth Protection and Succession

We discreetly guide business families through succession, family business governance, and asset protection. We facilitate structured family conversations, align expectations across generations, and help reach practical consensus, before any changes to the ownership or asset structure are made.

Holdings, Trusts and Foundations

Once family alignment is reached, we design the appropriate structures — international holding companies, trusts or foundations, and coordinate specialist legal and tax advisors in the relevant jurisdictions. We ensure that each structure reflects the agreed family governance principles and is fully compliant with applicable regulations.

Public-Private Partnership (PPP) Advisory

We assess the suitability of our clients' existing and planned projects for implementation through PPP structures, including alternative and quasi-PPP models. We provide comprehensive advisory support throughout the entire PPP project lifecycle, from initial project assessment and structuring through preparation and implementation to the operational phase.

About Us

Boutique advisory firm. Senior-led. Conflict-free.

We take on only those mandates we fully understand and can successfully deliver. Every mandate is handled directly by experienced senior partners — expert advisors with more than 60 years of combined hands-on track records from landmark transactions in Slovakia and Czechia.

We operate at the intersection of transaction advisory, wealth management and family business governance — areas where most advisors work in silos. We bring these disciplines together into a single, coherent approach.

We draw on our own network of legal, tax, financial and technical advisors or work alongside the client's existing advisors. Always with maximum discretion and unambiguous accountability on our side.

• Direct partner involvement – On every project
• Independent advisory – No proprietary products or funds
• International reach – Coordination across jurisdictions
• Long-term perspective – Not merely the transaction, but also what follows