Support opportunity screening, visits, adviser coordination, project communication and post-transaction implementation. One project window organises questions, advisers and decision gates, reducing information loss across languages and workstreams.

Initial consultation →Investment, M&A & Project Support
Connect project screening, professional diligence and post-deal implementation
Support opportunity screening, visits, adviser coordination, project communication and post-transaction implementation.

Companies with European operations but no complete local team
Businesses needing German contact, documents and daily coordination
Projects involving multiple advisers and operating partners
Groups requiring investment, integration or ongoing support
Workstreams configured around the current project stage
Greenfield investment and locations
Research factory, warehouse and industrial-park options, organising site conditions and support information for specialist review.
Location comparison and verification checklistInvestment and acquisitions
Research targets against investment criteria and coordinate initial contact, valuation and due-diligence advisers.
Target research and diligence coordination checklistPartnerships and transaction progress
Organise joint-venture, partnership and transaction discussions with tracked questions, authority and decision milestones.
Meeting notes and transaction decision recordPost-deal operations and expansion
Coordinate local operations, integration, headquarters arrangements and preparation for further country expansion.
Post-deal integration and phased expansion planWhat the client receives
- 01Screening criteria and initial research
- 02Visit and meeting programme
- 03Diligence issue and adviser tracker
- 04Post-deal implementation and operating plan
What to prepare
- 01Entity, contacts and authority boundaries
- 02Current contracts, documents and task list
- 03Adviser, supplier and customer information
- 04Service frequency, response standards and decision process
From baseline review to handover and maintenance
Confirm scope and authority
Set communication, document and escalation rules
Organise local resources and specialists
Execute recurring or project work
Report, hand over and improve continuously
Clear ownership keeps the project moving
Puzhi coordinates
Puzhi structures requirements, organises information, coordinates delivery parties and tracks milestones through one accountable work path.
Client provides
The client provides complete and accurate entity, product, transaction and operating information and confirms decisions, authorisations and budgets on time.
Licensed specialists decide
Matters requiring statutory authority or independent professional judgement remain with the relevant tax adviser, lawyer, notary, laboratory, certification body or other authorised institution.
PROFESSIONAL BOUNDARIES:Puzhi coordinates the project and local implementation but does not replace licensed investment, legal, tax, audit or valuation advice. Scope, required materials, milestones and third-party fees are confirmed before the project begins.