Experience
Projects tailored to each client, with significant and measurable results
Every engagement is adapted to the client's situation and needs. Client names are anonymised; sectors, geographies, and outcomes reflect actual project work.
Selected work
Representative engagements
A sample of projects where Advisio delivered measurable, lasting value.
Equity story preparation and M&A support for a digital technology company
Challenge
A digital technology company serving enterprise clients across the globe sought a majority stake transaction. The owners needed a compelling equity narrative and structured support through the sale process to maximise value.
Approach
- Developed the equity story and investor-facing materials
- Prepared business plan and financial outlook for prospective acquirers
- Supported management through buyer discussions and transaction process
- Coordinated diligence readiness and management presentations
Results
- Successful majority stake acquisition completed
- Valuation achieved above the level anticipated by the owners
Equity story for a minority investment in a regional pharmaceutical company
Challenge
A regional pharmaceutical company sought a minority investment to fund growth. The business lacked a structured equity narrative, business plan, and market positioning for external investors.
Approach
- Developed the equity story and investor presentation
- Prepared the business plan and growth outlook
- Conducted market and competitive analysis to support the investment case
- Structured financial and strategic materials for investor discussions
Results
- Minority investment successfully secured
- Valuation achieved at approximately 2x the level anticipated by the owners
Sales transformation for a fast-growing renewables company
Challenge
A rapidly scaling renewable energy company faced fragmented sales processes, unclear accountability, and limited visibility into pipeline performance as the business grew.
Approach
- Simplified and consolidated sales activities and processes
- Defined clear responsibilities across all sales roles
- Designed detailed sales tracking and reporting mechanisms
- Developed sales tools and led skills-building workshops
Results
- Significant annual sales growth achieved
- Material EBITDA improvement delivered
- Structured, scalable sales organisation ready for further expansion
Impact
Value that shareholders can measure
Corporatization of a regional construction group
Challenge
A large family-owned construction company operating across the Balkans needed to transition from owner-led operations to a professionally managed corporate structure, without losing agility or shareholder alignment.
Approach
- Designed target organizational structure and management model
- Defined reporting mechanisms for shareholders and management, including cadence and content
- Established financial reporting and control functions and processes
- Facilitated alignment between owners and incoming professional management
Results
- Professionalized management structure without requiring day-to-day owner involvement
- Clear accountability across functions and reporting lines
- Foundation for scalable growth across multiple markets
Equity story for the sale of a gravel and construction materials business
Challenge
Owners of a gravel and construction materials business in the Balkans sought to execute a sale to financial or strategic investors. The business required a structured information memorandum and equity story to support the process.
Approach
- Prepared the information memorandum and equity story
- Developed financial and operational materials for prospective buyers
- Supported management in positioning the business for sale
- Advised through buyer outreach and transaction process
Results
- Sale process successfully executed in the Balkans
- Transaction completed with strong investor interest
Transformation and performance improvement of an online-first apparel business
Challenge
An online-first apparel business operating across the region needed to improve revenue, margins, and overall financial performance, including payment terms and banking arrangements.
Approach
- Assessed commercial, operational, and financial performance drivers
- Redesigned key processes across sales, operations, and finance
- Implemented performance tracking and margin improvement initiatives
- Supported renegotiation of payment and bank terms
Results
- Improved revenue and margin performance
- Strengthened overall financial position and working capital terms
- More scalable operating model across the region
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