Selected projects

Selected projects

Post-M&A dispute concerning an earn-out payment and product quality

Testifying party-appointed expert in a dispute following the sale of shares in a Polish manufacturing company in the construction sector to a foreign financial investor. The case concerned the amount of a deferred earn-out payment and damages arising from breaches of representations and warranties relating to the quality of the company’s products.

Role
Party-appointed expert
Area
Transaction disputes, M&A
Institution
International Chamber of Commerce (ICC)
Value
EUR 40 million
Outcome
Won

Analysis of the financial aspects of an acquisition for criminal proceedings

Analysis of the financial aspects of allegations against board members of a Polish transport company in connection with the acquisition of an 80% interest in a foreign railway company. The work included reviewing the opinion of the expert appointed by the prosecution and transaction documentation, including due diligence and valuation reports, and preparing a counter-opinion.

Role
Privately appointed expert
Area
Criminal proceedings, M&A transactions
Institution
Criminal court
Value
EUR 100 million
Outcome
Won

Company valuation for a family dispute

Valuation of a manufacturing company in the medical devices sector for a dispute between the legal successors of its deceased founder.

Role
Privately appointed expert
Area
Business valuation, inheritance disputes
Institution
Commercial court
Value
PLN 400 million
Outcome
Ongoing

Post-M&A dispute concerning company value

Testifying party-appointed expert preparing a counter-opinion on the valuation of a company in the luxury goods sector presented by the other party’s expert.

Role
Party-appointed expert
Area
Transaction disputes, business valuation
Institution
Court of Arbitration at the Polish Chamber of Commerce (SA KIG)
Value
PLN 100 million
Outcome
Won

Shareholder dispute concerning a share buyout price

Preparation of comments, substantive observations and adjustments to a valuation report prepared by a court-appointed expert and used as the basis for determining enterprise value for the buyout of a shareholder in an IT company.

Role
Adviser to a party
Area
Shareholder disputes, business valuation
Institution
Commercial court
Value
PLN 50 million
Outcome
Won

Negotiation support for the sale of a business

Support for negotiations between a selling family and an acquiring foreign corporation in a share transaction involving a leading Polish food manufacturer. The work concerned the enterprise-to-equity value bridge and working capital adjustments.

Role
Adviser to a party
Area
M&A transactions, price adjustments
Institution
Transaction (no proceedings)
Value
PLN 500 million
Outcome
Transaction completed

Dispute concerning breach of contract

Testifying party-appointed expert in a contractual dispute concerning the performance of a series of supply agreements in the energy sector. The case concerned the amount of guarantee payments, costs incurred in arranging replacement supplies and damages arising from lost profits.

Role
Party-appointed expert
Area
Contractual disputes
Institution
International Chamber of Commerce (ICC)
Value
PLN 350 million
Outcome
Ongoing

Directors’ and officers’ liability insurance claim (D&O)

Analysis of the methodology and approach used to calculate an energy company’s losses as presented in the statement of claim, review of the damages report prepared by the other party’s expert, and preparation of comments and substantive observations with proposed adjustments.

Role
Adviser to a party
Area
Insurance claims, damages assessment
Institution
Commercial court
Value
PLN 500 million
Outcome
Ongoing

Determination of fair compensation under a contract

Calculation of fair compensation payable under an agreement between parties in the automotive sector.

Role
Party-appointed expert
Area
Contractual disputes, claims calculation
Institution
Court of Arbitration at the Polish Chamber of Commerce (SA KIG)
Value
PLN 40 million
Outcome
Settlement

Profits lost following an unlawful administrative decision

Calculation of lost profits resulting from local authorities unlawfully revoking a pharmaceutical company’s operating permit.

Role
Privately appointed expert
Area
Administrative disputes, damages calculation
Institution
Commercial court
Value
PLN 3 million
Outcome
Ongoing

Post-M&A dispute concerning representations and warranties claims

Testifying party-appointed expert calculating the value of a claim arising from representations and warranties and indemnity provisions in the share purchase agreement (SPA) for a packaging manufacturer.

Role
Party-appointed expert
Area
Transaction disputes, M&A
Institution
Court of Arbitration at the Polish Chamber of Commerce (SA KIG)
Value
PLN 4 million
Outcome
Won

Inheritance dispute concerning division of an estate

Analysis of proposed transaction terms between heirs for proceedings before a foreign court in Europe, a comprehensive calculation of the value of the estate, and its division between beneficiaries.

Role
Privately appointed expert
Area
Inheritance disputes, asset valuation
Institution
Commercial court
Value
Over PLN 5 billion
Outcome
Won

Inheritance dispute concerning the value and division of an estate

Analysis of a court-appointed expert’s opinion on the value of assets inherited by members of two families and their proposed division, and preparation of a counter-opinion containing methodological observations and a proposed alternative solution.

Role
Privately appointed expert
Area
Inheritance disputes, asset valuation
Institution
Commercial court
Value
PLN 160 million
Outcome
Ongoing

Valuation of a minority shareholding

Valuation of a minority shareholding in a cosmetics and personal care company, reflecting limited transferability and restrictions imposed by the company’s articles of association.

Role
Privately appointed expert
Area
Shareholder disputes, business valuation
Institution
Commercial court
Value
Over PLN 5 billion
Outcome
Ongoing
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