Advisio — management consulting

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.

Global technology transaction

Technology & digitalGlobalM&A

Equity story preparation and M&A support for a digital technology company

Key outcome

Above target

Transaction valuation vs. owner expectations

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

Transactions

From strategy to measurable outcomes

Regional investment case

PharmaceuticalsSoutheast EuropeM&A

Equity story for a minority investment in a regional pharmaceutical company

Key outcome

2x

Valuation vs. owner expectations

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

Healthcare

Investment cases built on rigour

Energy & renewablesSoutheast Europe

EBITDA+

Material profitability improvement delivered

Performance Improvement

Sales transformation for a fast-growing renewables company

A rapidly scaling renewable energy company faced fragmented sales processes, unclear accountability, and limited visibility into pipeline performance as the business grew.

  • Significant annual sales growth achieved
  • Material EBITDA improvement delivered

Energy

Commercial performance at scale

ConstructionSoutheast Europe

Professionalized

Owner-independent management structure delivered

Organization & Transformation

Corporatization of a regional construction group

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.

  • Professionalized management structure without requiring day-to-day owner involvement
  • Clear accountability across functions and reporting lines

Transformation

Building structures that endure

Construction & materialsSoutheast Europe (Balkans)

Closed

Sale completed with strong investor interest

M&A

Equity story for the sale of a gravel and construction materials business

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.

  • Sale process successfully executed in the Balkans
  • Transaction completed with strong investor interest

Industrial

Operational depth across the Balkans

Retail & apparelSoutheast Europe

Margin+

Revenue, margin, and working capital improved

Performance Improvement

Transformation and performance improvement of an online-first apparel business

An online-first apparel business operating across the region needed to improve revenue, margins, and overall financial performance, including payment terms and banking arrangements.

  • Improved revenue and margin performance
  • Strengthened overall financial position and working capital terms

Belgrade

Rooted in Serbia, advising across the region

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