--- title: JUSPART | Strategic & Financial Advisory description: Independent strategic and financial advice for owners, investors and boards - from M&A and due diligence to financing and complex situations. image: https://juspart.com/hubfs/og-image/juspart-og-en.png --- [Skip to content](https://juspart.com/en/#main) [![JUSPART — Strategic & Financial Advisory](https://juspart.com/hubfs/raw_assets/3/public/@projects/Juspart/juspart-theme/images/logo-juspart.svg)](https://juspart.com/en/#top) [Services](https://juspart.com/en/#services)[Family Office](https://juspart.com/en/#family-office)[AI](https://juspart.com/en/#ai)[Delivery model](https://juspart.com/en/#collaboration)[Experience](https://juspart.com/en/#experience)[Disputes](https://juspart.com/en/#disputes)[Poland](https://juspart.com/en/#poland)[Team](https://juspart.com/en/#team) EN/[PL](https://juspart.com/pl/) [Contact](https://juspart.com/en/#contact)Menu [Services](https://juspart.com/en/#services)[Family Office](https://juspart.com/en/#family-office)[AI](https://juspart.com/en/#ai)[Delivery model](https://juspart.com/en/#collaboration)[Experience](https://juspart.com/en/#experience)[Disputes](https://juspart.com/en/#disputes)[Poland](https://juspart.com/en/#poland)[Team](https://juspart.com/en/#team)[Contact](https://juspart.com/en/#contact) Strategic & financial advisory # From strategy to transaction close.Advisory for owners and boards. Independent strategic and financial adviser. We support growth, transformation and restructuring, ownership and capital transactions, and the development of future-ready capabilities. [Discuss a mandate →](https://juspart.com/en/#contact)[Selected experience](https://juspart.com/en/#experience) 25+years of partner-level experience 100+M&A, valuation & modelling projects 100+financial due diligence, independent business reviews & restructuring processes Services ## Financial judgement for decisions that matter. We bring transaction, accounting and commercial analysis together so decision-makers can see the economics, the risks and the choices clearly. 01 / DEAL ADVISORY ### Corporate Finance & M&A Advice for buyers and sellers, from strategic options analysis through negotiation and closing, including support for legal advisers on the financial aspects of LOIs and SPAs. 02 / TRANSACTION SERVICES ### Financial due diligence & independent business reviews Quality of earnings, net debt, working capital, and independent review of business plans and turnaround assumptions. 03 / DECISION SUPPORT ### Valuation & financial modelling Business valuations, financial models and scenario analyses supporting investment, financial and strategic decisions. 04 / CAPITAL ### Debt advisory & Interim CFO Financing/refinancing support, lender materials and senior finance leadership through periods of change. 05 / COMPLEX SITUATIONS ### Restructuring & dispute economics Independent analysis of the restructuring process, including restructuring plans, financial claims, damages and the economic questions behind a dispute. 06 / TRANSFORMATION ### Finance, data & AI AI readiness, finance-process improvement and implementation support grounded in data, controls and accountable governance. 07 / PRIVATE WEALTH ### [Multi-Family Office →](https://juspart.com/en/#family-office) Integrated coordination of family wealth — from investment strategy and wealth planning to reporting, family governance and relationships with financial institutions. One lead adviser and one coherent view of the family’s long-term objectives. MULTI-FAMILY OFFICE ## One coordination centre for the family’s wealth. As wealth grows, so does the number of assets, structures, institutions and advisers involved in managing it. JUSPART Multi-Family Office brings these elements together within one coordinated model, giving the family one lead adviser and a holistic view of its wealth, risks and long-term objectives. - ### Investments A coherent capital allocation strategy reflecting the family’s overall wealth, objectives, liquidity needs and risk profile. - ### Wealth planning Coordination of ownership, succession, legal and tax structures in cooperation with appropriately qualified specialists. - ### Reporting & risk A consolidated view of family wealth, with ongoing monitoring of its structure, performance, liquidity and key risks. - ### Family governance Support in establishing decision-making principles, preparing the next generation and organising effective cooperation across the family. - ### Financial institutions Coordination of relationships with banks, asset managers and other financial partners within one overall wealth strategy. One family. Multiple assets. One coordinated model. [Discuss JUSPART Multi-Family Office→](https://juspart.com/en/#contact) Why JUSPART · Technology & AI ## We built AI solutions inside a Big Four firm. Many advisers offer off-the-shelf tools and promises of a digital revolution. We look at AI through the eyes of the board, the auditor and the CFO: through the lens of commercial viability, data security and legal accountability. We don’t implement technology to sit on a shelf, or for show. - Work in a global product unit—not a pilot project - Product management for benchmarking modules We know why many AI projects in large organisations never get past the testing stage. We have delivered solutions in environments where mistakes are costly, not merely in test environments – including a model that helps auditors assess audit risk, trained on internal data and deployed across a Big Four firm’s global audit practice. We bring the rigour of global audit structures to real business applications. AI governance for boards AI readiness & ROI assessment Technology-enabled finance process improvement > In business, artificial intelligence is part of corporate governance (AI governance). We help boards separate real economic value from marketing promises by auditing an organisation’s readiness for safe and cost-effective model implementation. Delivery model ## One team. One point of accountability. We integrate specialist input into one coherent process. Depending on need, we can complement the client’s team with selected expertise or take end-to-end responsibility for the Polish part of the project. One report. One lead partner. Accountability for full delivery. **JUSPART**Strategic & Financial Advisory Lead partner for the process - Legal advisers - Tax advisers - Industry experts - Client team Approach ## One integrated view—from source data to decision. A named partner leads every mandate. We test how the numbers were built, then translate the analysis into clear implications for value, transaction structure and action. 01 ### Source data Transactions, system records and underlying documents. 02 ### Test & reconcile How the numbers were built—and where risk sits. 03 ### Decision What the analysis means for value and next steps. Selected experience ## Work shaped around the decision. 01 · Defence ### Expanding defence production capacity Supporting the acquisition and adaptation of a production site to increase capacity. [View on LinkedIn ↗](https://www.linkedin.com/feed/update/urn:li:activity:7483449963671252993/) 02 · Energy infrastructure ### Financing an energy holding Preparing an integrated development and financing plan for discussions with banks. [View on LinkedIn ↗](https://www.linkedin.com/feed/update/urn:li:activity:7413868152222224384/) 03 · Robotics · investment ### Investment in a robotics company Financial due diligence of the company for a private equity fund and a bank. [View on LinkedIn ↗](https://www.linkedin.com/feed/update/urn:li:activity:7408864244059832321/) 04 · Offshore wind · energy ### Baltic project acquisition Financial due diligence and SPA support for the acquisition of an offshore wind project. [View on LinkedIn ↗](https://www.linkedin.com/feed/update/urn:li:activity:7413686521108627457/) 05 · Real estate · logistics ### Acquisition of a company owning a logistics facility Financial due diligence and SPA support. [View on LinkedIn ↗](https://www.linkedin.com/feed/update/urn:li:activity:7409213231191486465/) 06 · Healthcare · investment ### Acquisition of a diagnostic and treatment centre Financial due diligence for the acquisition by private equity, and SPA support. [View on LinkedIn ↗](https://www.linkedin.com/feed/update/urn:li:activity:7413205557953839105/) 07 · Manufacturing · restructuring ### Restructuring plan review Assessment of the plan’s feasibility and key financial and operating targets. 08 · FMCG · restructuring ### Financing restructuring of a producer Assessment of debt repayment capacity and a Private Creditor Test. 09 · FMCG · M&A ### Strategic acquisition in the food sector Assessment of return on investment, key risks and transaction synergies. 10 · Renewables · energy ### Sale of a 90 MW renewable project Support for the sale process, from investor analysis and valuation to SPA negotiations. 11 · Telecom infrastructure ### Passive-asset strategy Analysis of strategy, operating model and the impact of growth scenarios on financing. 12 · Glass manufacturing · restructuring ### Financing restructuring of a producer Assessment of restructuring prospects and a Private Creditor Test commissioned by a fund. Further projects are available to discuss on request. [Discuss it with us →](https://juspart.com/en/#contact) Dispute economics ## The economics of complex disputes M&A · shareholder disputes · corporate disputes · contractual claims We translate documentation, operational data and financial models into economic arguments that support negotiations and proceedings. [Discuss a dispute →](https://juspart.com/en/#contact) **50+**disputes and arbitration proceedings [PG RP](https://www.gov.pl/web/sp-prokuratoria)[KAS](https://www.gov.pl/web/national-revenue-administration/about-us)[KIG](https://sakig.pl/en/arbitration/arbitration-proceedings-step-by-step-guide)[ICC](https://iccwbo.org/)[VIAC](https://www.viac.eu/en/arbitration-basics/arbitration-rules/)[UNCITRAL](https://uncitral.un.org/en/texts/arbitration/contractualtexts/arbitration)[DG COMP](https://competition-policy.ec.europa.eu/index_en) Investing in Poland ## Your gateway to executing transactions in Poland. We support foreign companies, transaction advisers, law firms and tax advisers in delivering projects in Poland. We bring local knowledge, experience and relationships, complementing an international team or leading the Polish scope of the process. You retain the client relationship; we provide local support, coordinate the right advisers and remain accountable for delivery on the Polish side. [Discuss a project in Poland →](https://juspart.com/en/#contact) - Local partner for the international team - Assessment of opportunities and market context - Coordination or leadership of the process on the Polish side - Access to the right advisers - Support from a selected stage through to completion About us Our team combines transaction experience gained at EY, Deloitte and CRIDO, audit experience and AI capabilities from EY, banking practice at Citi Handlowy, and experience from one of Poland’s largest family offices and at Bunge board level. FCCA — Fellow of the Association of Chartered Certified Accountants · American Society of Appraisers · Polish tax valuation expert · Berkeley Executive Education · Harvard Executive Education The team ## A dedicated project team ![Portrait of Zbigniew Jusis](https://juspart.com/hubfs/raw_assets/3/public/@projects/Juspart/juspart-theme/images/zbigniew-jusis.jpg) ### Zbigniew Jusis Partner · Deal advisory Over 25 years of experience in strategic, financial and transaction advisory, gained at Deloitte and EY among others, including 12 years as an equity partner at EY. An expert in M&A, due diligence, valuation, restructuring, data analytics and transaction disputes. Advises owners, boards and investors on key strategic, financial and transaction decisions. [LinkedIn profile ↗](https://www.linkedin.com/in/zbigniew-jusis-491983/) ![Portrait of Wioleta Fortuńska](https://juspart.com/hubfs/raw_assets/3/public/@projects/Juspart/juspart-theme/images/wioleta-fortunska.jpg) ### Wioleta Fortuńska Director · AI audits & implementation 10 years of experience in financial statement audit at EY. As Product Owner at EY Global, she built AI solutions for audit. Author of training materials for the Polish Chamber of Statutory Auditors. She is a graduate of the postgraduate programme in Artificial Intelligence Engineering and has also completed an Executive Education programme in AI at UC Berkeley. [LinkedIn profile ↗](https://www.linkedin.com/in/wioleta-fortunska/) ![Portrait of Marcin Brodowski](https://juspart.com/hubfs/raw_assets/3/public/@projects/Juspart/juspart-theme/images/marcin-brodowski.jpg) ### Marcin Brodowski Senior Strategic Advisor · Capital markets Over 25 years of experience in capital markets, debt and equity transaction structuring, and restructuring. Co-created the structure of one of Poland’s largest family offices. As a member of the Bunge management board, initiated, designed and led a multi-year ownership consolidation process in the Polish market. [LinkedIn profile ↗](https://pl.linkedin.com/in/marcin-brodowski-b165a4ab) Contact ## Start with the decision in front of you. A short, non-confidential outline is enough to start a conversation. Zbigniew Jusis Partner [z.jusis@juspart.com](mailto:z.jusis@juspart.com)[+48 607 575 407](tel:+48607575407) ![JUSPART](https://juspart.com/hubfs/raw_assets/3/public/@projects/Juspart/juspart-theme/images/logo-juspart-stopka.svg) [Warsaw · Poland](https://www.google.com/maps/search/?api=1&query=Kabacki%20Zak%C4%85tek%2019%2C%2002-834%20Warszawa) [Privacy policy](https://juspart.com/en/privacy-policy?hsLang=en)[Cookie policy](https://juspart.com/en/privacy-policy#pp-cookies)[Cookie settings](https://juspart.com/en/#ustawienia-cookies) JUSIS & PARTNERS Spółka z ograniczoną odpowiedzialnością (limited liability company) · registered office: Kabacki Zakątek 19, 02-834 Warsaw, Poland · KRS 0001221209 · NIP (tax ID) 9512639945 · REGON 543881098 Experience figures also include work undertaken by JUSPART team members in previous professional roles. ```json { "@context" : "https://schema.org", "@id" : "https://juspart.com/#organization", "@type" : [ "Organization", "ProfessionalService" ], "address" : { "@type" : "PostalAddress", "addressCountry" : "Poland", "addressLocality" : "Warsaw", "postalCode" : "02-834", "streetAddress" : "Kabacki Zakątek 19" }, "logo" : "//149575793.fs1.hubspotusercontent-eu1.net/hubfs/149575793/raw_assets/3/public/@projects/Juspart/juspart-theme/images/logo-juspart-mail.png", "name" : "JUSIS & PARTNERS", "url" : "https://juspart.com/" } ```