MERGERS AND ACQUISITIONS

At Promethean, we go beyond investment by offering expert business advisory services tailored to help companies grow, scale, and succeed. We work closely with clients to deliver practical solutions aligned with clear objectives, deliverables, and measurable success metrics. Our business advisory services are designed to create real impact and long-term value.

Our team provides strategic expertise across key areas, including:

Are you a financial advisory firm?
Do you provide operational and management consulting?
Do you offer supply chain optimization?
Do you provide strategic planning?
Does your company caters to corporate governance?

With a focus on value creation and long-term impact, Promethean helps businesses navigate challenges and seize growth opportunities in Malta and beyond through our business advisory services.

Businesses often face numerous challenges on the road to profitability and sustainability.

Often, investment alone is not enough to help a business improve, scale, and succeed.

At Promethean, we provide business advisory services by working closely with clients to deliver the expertise they need to grow in the right direction. Our business advisory services are value-added offerings built around client needs and supported by rigorous objectives, deliverables, and success factors tailored to each assignment.

We provide expertise across a range of business challenges, including financial, management, operations, supply chain, strategic planning, and governance through our business advisory services.

OUR PROCESS

1. ASSESSING CLIENT DEVELOPMENT NEEDS

During the due diligence process, the pertinent professionals at Promethean will assess the business’s weaknesses and risks and review opportunities for growth. Each client is measured against our core focus areas to assist in determining the strategy for each client.

2. PROJECT PLANNING AND ALLOCATION

At this stage, we assess the objectives of the client. Then, Promethean’s multidisciplinary team of professionals is roped in depending on the project at hand to meet with the client’s senior management to brainstorm and prioritize potential tasks. The unit uses the information gathered during the assessment phase and the outcomes of discussions with the client to determine top priorities and primary objectives. Based on these objectives, business advisory services are programmed with subsequent success indicators.

3. IMPLEMENTATION, MONITORING & ADJUSTMENT

The team assigned to a particular project implements the business advisory services. The specific mechanism is determined by the qualifications and timing required on a case-by-case basis.

4. EVALUATION

Promethean seeks input from clients to determine if the business advisory services led to positive changes in the company. When applicable, Promethean also involves post-assignment consultant evaluations. Both the staff who provide direct assistance and external consultants are evaluated based on personal performance, and to determine if objectives and deliverables were met in a timely and effective manner.

WHAT WE OFFER

At Promethean, we provide added value consultancy in the area of business advisory services, supporting clients with practical and strategic solutions. Our business advisory services cover a wide range of corporate and financial needs designed to help businesses grow, restructure, and succeed.

SERVICES

Project finance;

Project appraisals;

Business plans and projections;

Drafting prospectus and offering memorandum;

Organizational assessments and review;

Project cash flows, assistance with turnarounds and cash flow management;

Valuations of businesses;

Providing integrated and flexible business solutions;

Business development;

Corporate finance includes corporate reorganisations and restructuring, de-mergers, management buy-outs, and buy-ins;

Inter-group arrangements and restructuring, including Local and Cross-border mergers;

Consultancy and relative applications pertinent to incentives under the Business Promotion Act and Government-announced incentives.

Corporate Finance

Through our corporate finance services, we support and advise clients throughout the lifecycle of their business. Our corporate finance services focus on providing guidance in complex situations to strengthen business performance, improve access to capital markets, or realise value through exit opportunities.

Our commitment is reflected in close client collaboration, entrepreneurial thinking, commercial insight, and integrity. At Promethean, we provide independent, tailor-made advice through our corporate finance services to help clients maximise corporate value while effectively managing financial risks.

Our multidisciplinary team of lawyers and accountants assists clients in:

capital investment decision-making by providing project valuations and suggesting appropriate methods of finance;
determining dividend policy;
managing working capital and preparation of financial plans;
measuring financial risks, and devising and implementing strategies to manage financial risks.

Mergers & Acquisitions

When clients are undergoing a merger or acquisition process, we support them through our merger and acquisition advisory services by thoroughly examining the financial, legal, and tax circumstances of the target company or business.

In this area, Promethean provides the following assistance:

ARE YOU UNDERGOING A MERGER OR ACQUISITION PROCESS?

During the acquisition due diligence exercise, we evaluate, in complete confidentiality, issues relating to the target company or business. Through our merger and acquisition advisory, we review historical performance, scrutinise projected results, and analyse key indicators to identify risks and understand how the acquisition price should be determined.

Throughout this process, we help clients to:

gain an understanding of the performance of your target company or business;
identify and analyze the key value drivers behind the acquisition price;
identify potential risks to the transaction, evaluating the strategic benefits and pitfalls;
optimize financial and tax positions;
negotiate, structure, and complete the deal.

Where clients are considering disposal to streamline operations, plan retirement, or respond to an attractive offer, Promethean provides merger and acquisition advisory support by assessing options and optimising business value while maintaining strict confidentiality.

We assist clients in:

identifying and prioritizing factors to increase the business value;
compiling pro forma financial information;
analyzing past performance and building or reviewing a business plan;
organizing and managing data to showcase information;
guiding each phase of the negotiation process;
maximizing our client’s financial and tax position.

DO YOU NEED HELP WITH MANAGEMENT BUY-OUTS & BUY-INS?

Management buy-outs (“MBOs”) and management buy-ins (“MBIs”) are complex transactions requiring high technical expertise and careful execution. Our merger and acquisition advisory support helps clients structure and realise deals on their terms while providing ongoing assistance during the early stages post-transaction.

We also assist clients in identifying appropriate financing methods for MBOs and MBIs.

ARE YOU LOOKING FOR A POST-DEAL SUPPORT?

While completing a deal can be exciting, the real challenge is delivering on projections over time. Through our merger and acquisition advisory services, we support management with:

business and scenario planning;
measurement and performance indicators;
people management: structure, reward, team-building;
recruitment and down-sizing;
changes to business processes;
risk management.

Business Restructuring & Re-Organisation

ARE YOU LOOKING TO DO BUSINESS RESTRUCTURING AND RE-ORGANISATION?

When a business reaches a new stage in its development, it may require changes to its organisation. As the start-up phase ends and focus shifts to growth, there is often a need to introduce a formal structure to better achieve strategic objectives. Through our business restructuring services, we help clients implement solid organisational frameworks that keep them in control while their business expands.

The nature of restructuring is often delicate and complex. We fully recognise this and, through our business restructuring services, we strive to:

ensure the company has sufficient liquidity to operate during the restructuring process;
produce accurate working capital forecast;
maintain open and transparent communication with creditors who influence financing capacity;
uupdate detailed business plans and key considerations.

As businesses evolve and refine their strategy, internal structures must also adapt. Organisational improvements can range from minor adjustments to full-scale reorganisation of functions or departments. At Promethean, we believe the whole is greater than the sum of its parts, and our business restructuring services ensure reorganisations are carefully planned to support long-term strategy and competitiveness.

We offer consultancy across the following areas:

business planning and modelling;
preparation and evaluation of management information;
business process analysis and improvement, identifying operational inefficiencies;
developing and implementing strategic plans, including turn-around strategies;
developing risk-measurement strategies, risk management plans, crisis handling, and disaster recovery planning.

Valuations

ARE YOU LOOKING TO KNOW THE VALUE OF AN ASSET, A COMPANY, A COMPETITOR OR A TARGET?

Value is a core consideration for any business. Knowing the value of an asset, company, competitor, or target creates new opportunities and is a key driver of wealth creation. Our business valuation services support clients at every stage of the business lifecycle, helping them make informed strategic and financial decisions.

Our business valuation services are required for a wide range of purposes, including:

buying and selling a business;
transferring shares;
acquiring or disposing of tangible and intangible assets;
financing;
corporate restructuring;
related party transactions;
accounting and tax purposes;
dispute resolution;
litigation support.

Enterprise Risk Management

ARE YOU LOOKING TO MITIGATE RISK?

Enterprise risk management in business includes the methods and processes used by organizations to manage risks and seize opportunities related to achieving their objectives. In this area of practice, we work closely with our clients through our enterprise risk management services. Typically, we are involved in identifying events or circumstances relevant to organisational objectives (risks and opportunities), assessing them in terms of likelihood and impact, determining response strategies, and monitoring progress.

By clearly identifying and proactively addressing risks and opportunities, our enterprise risk management approach helps businesses protect and create value for stakeholders, including owners, employees, customers, regulators, and society at large.

Our solutions consider each client’s requirements and follow best practices across sectors. We recognise that effective risk management requires breaking the process into manageable stages and tasks. The key steps in our enterprise risk management framework include:

Establishing Context

This includes understanding the current conditions in which the organization operates in an internal, external, and risk management context.

Identifying Risks

This includes the documentation of the material threats to the organization’s achievement of its objectives and the representation of areas the organization may exploit for competitive advantage.

Analysing and Quantifying Risks

This includes the calibration and, if possible, probability distributions of outcomes for each material risk.

Integrating Risks

This includes aggregating all risk distributions, reflecting correlations and portfolio effects, and the formulation of the results in terms of impact on the organization’s key performance metrics.

Assessing and Prioritizing Risks

This includes the determination of the contribution of each risk to the aggregate risk profile and appropriate prioritization.

Treating and Exploiting Risks

This includes the development of strategies for controlling and exploiting the various risks.

Monitoring and Reviewing

This includes the continual measurement and monitoring of the risk environment and the performance of the risk management strategies.

Back Office Services

Outsourcing your operations to Promethean allows businesses to reduce fixed costs while gaining expert support in key administrative functions through our back office services. Since 1994, we have helped companies of all sizes by delivering cost-effective, first-class back office services, including bookkeeping, tax and VAT compliance, accounts receivable/payable, company secretarial services, and virtual office solutions.

Our back office services enable smaller businesses to access professional expertise without high overheads, while larger organisations reduce administrative costs. We take care of your back-office tasks so you can focus on growing your business.

THE REASON FOR OUTSOURCING BACK-OFFICE SERVICES IS SIMPLE

It allows you to exchange the high fixed costs of an in-house operation for the variable costs and specialist expertise of a provider with deep experience in back office services. It also frees you to focus on your core business. As a business owner or director, it is essential to concentrate on running and developing the business while knowing your back-office operations are in safe hands. Effective outsourcing through back office services adds value and reduces management’s involvement in non-core activities.

Since 1994, Promethean has supported numerous companies in growing into successful businesses by providing high-quality back office services. Our success is driven by attention to detail and a strong commitment to getting things right the first time.

From payroll to monthly management accounts and accounts payable, our experienced team manages it all. Clients no longer need to invest in expensive software and training. With our back office services, smaller businesses gain access to a dedicated team of specialists, while larger organisations achieve cost savings by outsourcing traditionally expensive internal functions.

Our back-office services include:

Annual bookkeeping assignments;
Monthly management accounts;
Tax and VAT compliance;
Accounts receivable, Accounts payable, and bank reconciliation;
Company Secretarial, including registered office facilities;
Secretarial support including invoicing;
Credit control;
Virtual office solutions;
Opening of personal or corporate bank accounts in Malta and overseas.

Malta Family Offices: A Strategic Wealth Management Hub in the EU

Malta has emerged as a premier jurisdiction for establishing family offices, offering a robust, flexible, and EU-compliant environment for high-net-worth individuals and families. With a unique blend of regulatory clarity, tax efficiency, and bespoke structuring options, Malta is an ideal base for wealth management, legacy planning, and cross-border investment through family office services.

Key Benefits for Global Families and Investors:

Tailored Structures for Every Family:

Single-Family Offices (SFOs): Purpose-built for individual families, SFOs offer highly customized services, ideal for managing complex wealth and intergenerational planning.
Multi-Family Offices (MFOs): Designed to serve multiple unrelated families, MFOs provide cost-effective solutions through shared infrastructure, governance, and advisory services.

Flexible Regulatory Framework:

Malta’s legal and regulatory ecosystem supports a hybrid approach, allowing families to combine:

Regulated entities such as licensed trustees, foundations, and investment firms
Unregulated components like holding companies, finance vehicles, and securitization structures

This flexibility enables families to tailor their setup to specific operational, investment, and governance goals

Recent Regulatory Enhancements:

The Malta Financial Services Authority (MFSA) has introduced key reforms to streamline family office establishment:

Notified Professional Investor Funds (NPIF): Simplified setup for family investment vehicles, with exclusive use for family wealth and no external fundraising.
Trustees of Family Trusts Framework: Clear definitions and eligibility criteria for family office vehicles.
AML Compliance: At least one subject person is required under AML rules, ensuring transparency and regulatory alignment.
Self-Managed NPIF Structures (2026): Following the MFSA’s April 2026 amendments to the NPIF Rulebook, single-family offices may now establish self-managed NPIFs, with relief from the requirement to maintain a separate investment committee — further reducing operational complexity for SFO structures.

Exclusive Investment Vehicles:

NPIFs are designed exclusively for family wealth management:

Minimum investment: €5 million.
Investor eligibility: Families with at least €50 million in total assets.
No third-party fundraising, ensuring full control and confidentiality.
May be self-managed by the family office as of 2026, removing the prior. requirement for third-party fund management.

Licensing for Multi-Family Offices:

MFOs engaging in regulated activities including investment management, financial advisory or trustee services must obtain full MFSA authorization. Our team provides comprehensive support throughout the licensing process, ensuring compliance and operational readiness.

Strategic Advantages of Malta:

EU Membership: Full access to the European market and regulatory passporting
Attractive Tax Regime: No wealth, inheritance or capital gains taxes; effective 5% corporate tax rate; extensive double tax treaty network
Legal Expertise: English-speaking professionals and a legal system blending civil and common law traditions
Regulatory Innovation: The MFSA is known for its collaborative, forward-thinking approach to financial services

Your Partner in Malta

As a licensed multi-family office operating through our Private Clients Department, we bridge the gap between regulatory compliance and strategic growth. From licensing and structuring to tax planning and governance, we offer a full suite of services tailored to the needs of global families.