Merger and acquisition transactions must be conducted safely, quickly and comfortably. Doxa Capital, conducting the sales process of Hoop Polska, was looking for a solution supporting the Due Diligence process that would allow it to share data in a safe and user-friendly way.
It was important for the company to find a tool that would give more control over content sharing than popular file sharing platforms, and on the other hand would also provide high quality support from the provider.
Deal success supported by technology
FORDATA service proved to be a competitive solution for the adviser. During the audits of Hoop Polska by auditors, Virtual Data Room allowed to share sensitive transaction documents with many different users with varying degrees of authorization. Thus, he gave the advisor full control over who and to what extent has access to confidential information. Thanks to such functions as loading many files at the same time (drag & drop) and the ability to create a transparent structure of documents, VDR facilitated the maintenance of a transparent structure of shared materials. In the scope of cooperation with FORDATA, the company appreciated the unrivaled Customer Service Team, responsiveness and openness to the company’s needs in terms of optimizing the package used during the project and the possibility of individual pricing depending on the needs. Strong advantage also turned out to be firmly embedded in the Polish market.
“We are pleased with the cooperation with FORDATA. Openness to customer needs and the highest level of service are the features that definitely distinguish the company on the market. We can recommend the company as a reliable partner for cooperation with complete confidence.”
Kamil Kania, Investment Director at Doxa Capital
The advantages of Virtual Data Room over popular platforms
Doxa Capital needed functions such as, i.e.:
- The ability to protect files from editing, in read-only mode
- The ability to vary file permissions to read, write, print
- Granting different permissions to documents for different users
- Record of all events in the platform in the form of advanced reports
- Q&A module, enabling secure communication between the Seller and investors
- Archive files with event reports on a DVD included in the investment agreement
Selected Doxa Capital transaction using the FORDATA VDR system
Aim: The sale of 100% shares in Hoop Polska
Seller: Kofola ČeskoSlovensko
Buyer: ZMB Capital
About Doxa Capital
Doxa Capital is a transaction adviser specializing in M&A transactions on the FMCG market, distribution and retail in Central and Eastern Europe. In ongoing transactions, Doxa is looking for non-obvious solutions that maximize the value of the project. The many years of management experience of Doxa partners give a practical dimension to the effects of its work and allow a full understanding of management problems in the company.We would like to thank Doxa Capital for participation in the case study.
Did you like the article?
Do you want to exchange knowledge or ask a question?
Write to me : Krzysztof Pytel page opens in new window
01 . How does Avallon conclude investments with VDR?
How do #FORDATAteam help Avallon conduct the investment processes (including MBO, LMBO) and divestments more efficiently?
02 . A Real Estate fund sells more effectively with VDR
In recent years, the real estate market in the CEE region has on one hand been driven by the growth of the e-comm…
03 . How do we provide bespoke VDR services to Czech companies?
FORDATA provides tailor-made VDR to Czech Republic M&A and other sectors based on local needs – what benefits do we bring to this market?
04 . How a pharmaceutical company optimized confidential data flow
Pharmaceutical companies of all sizes can optimize mulitple procesesses with one Virtual Data Room tool. How?
05 . Tender under control - case study of MTP Group
Selling commercial real estate is quite a challenge. How to sell a plot of land faster, more conveniently and with full control?
06 . Investment adviser accelerated the Due Diligence process
Doxa Capital uses the FORDATA VDR system to secure, simplify and accelerate Due Diligence processes. How did data room support the transaction’s success?