RSM Hungary is expanding its services with a new Foreign Direct Investment (FDI) and Investment Advisory practice. The new team of FDI specialists will support foreign companies planning investments in Hungary, as well as Hungarian medium-sized and large enterprises seeking government or European Union funding for their development projects. RSM's experts will provide support throughout the entire investment and funding project lifecycle, from initial planning and selecting the most appropriate investment and funding structure through implementation, financial reporting and disbursement, to the post-completion monitoring period.
For Hungarian medium-sized and large enterprises, as well as foreign companies considering investments in Hungary, it is increasingly important to make well-informed investment decisions. Key considerations include selecting the right location, identifying available investment incentives, accessing Hungarian government or EU funding, establishing sustainable project structures and assessing credits and incentives for research and development (R&D) activities.
In response to these business needs, RSM Hungary is expanding its service offering with a dedicated FDI and Investment Advisory practice. The new team brings extensive expertise in foreign direct investment (FDI), investment promotion, Hungarian state aid, EU funding opportunities, R&D incentives and related project management services.
RSM Hungary Expands Its Integrated Advisory Services with a New FDI Practice
An investment decision involves much more than selecting a suitable property or financing structure. Site characteristics, infrastructure and workforce availability, permitting requirements, the Hungarian tax environment, available investment incentives and cooperation with relevant government and local authorities can all influence the feasibility of an investment project in Hungary.
For companies already operating in Hungary, determining which grants, tax incentives or other financing opportunities may be available for planned capacity expansions, technological developments, energy efficiency investments, training programs or R&D projects can be equally complex.
Zsolt Kalocsai, Chairman of the Board of RSM Hungary, commented on the launch of the new practice: “RSM Hungary continuously assesses how we can strengthen our expertise to support our clients' growth, enhance their existing operations and help them implement new investments and business projects. For medium-sized and large enterprises, financing development projects, identifying available funding opportunities and ensuring professional investment planning are important factors in maintaining competitiveness. With our new FDI practice, we are adding specialist capabilities that enable us to support clients from the initial investment decision through project implementation and subsequent monitoring. The expertise of our FDI team closely complements RSM's existing capabilities in tax, audit, legal, financial, accounting, payroll and ESG advisory services, enabling us to provide integrated solutions to complex business challenges.”
Grant and Investment Advisory Services by RSM
FDI, Grants and Investment Advisory Services in Hungary from RSM
RSM Hungary's new FDI and Investment Advisory practice serves two main groups of corporate clients.
- Foreign investors planning new investments in Hungary can benefit from advisory support from the earliest stages of investment planning. For greenfield and brownfield projects, selecting the right location in Hungary may require a comprehensive assessment of infrastructure and utility capacities, local labour market conditions, permitting requirements, investment costs, available incentives and project-related risks.
- Hungarian medium-sized and large enterprises may primarily require support in identifying grants, incentives and financing opportunities for operational improvements, capacity expansions, technology and R&D projects, energy efficiency investments and employee training programs.
In both cases, the objective is to establish an investment and funding structure that aligns with the company's business plans and remains viable over the long term.
Extensive Experience in Investment Promotion and Funding Advisory
The specialists within RSM Hungary's new FDI and Investment Advisory practice bring extensive experience in investment promotion, state aid, site selection, project management and research and development related credits and incentives.
Throughout their careers, the team members have worked with Hungarian medium-sized and large enterprises as well as multinational companies investing in Hungary. They have supported investment projects undertaken by Western European, overseas and Far Eastern investors across industries including automotive manufacturing, electronics, pharmaceuticals and business services. Their experience covers numerous regions of Hungary and includes greenfield and brownfield investments, capacity expansions, R&D initiatives and training projects.
Marcell Tatai-Szabó, a new Partner at RSM Hungary, emphasised that integrating funding and implementation considerations into the earliest stages of project planning is essential to investment success: “Securing funding should never be an objective in itself when planning an investment or development project. The key is to assess which investment structure, location and funding arrangement best align with the company's business plans, what commitments these entail and how they can be fulfilled over the long term. The best results are achieved when these considerations are addressed together from the initial planning stage. Our team can therefore support companies throughout the process, from investment planning and funding negotiations to contract execution, implementation, financial settlement and the post-completion monitoring period.”
End-to-End FDI and Investment Advisory Services in Hungary
Rather than addressing individual elements of an investment or development project in isolation, RSM's FDI team takes an integrated approach to the entire project lifecycle. Where required, the specialists also coordinate activities involving corporate decision-makers, regulatory authorities, local governments, utility providers and other relevant stakeholders.
Key Services Offered by RSM Hungary's New FDI Practice
- Investment strategy and project preparation: Supporting the development of the investment concept, feasibility assessments, financial frameworks and project structure.
- Site selection and location assessment: Identifying and comparing greenfield and brownfield sites based on infrastructure, utility availability, labour market conditions, logistics, legal requirements and financial considerations.
- State aid and investment incentives advisory: Identifying investment, job creation, training and other incentives, including cash grants and tax reliefs, that may be available for a project, and managing the associated funding process.
- EU funding and grant application advisory: Identifying Hungarian and directly managed EU funding opportunities, structuring projects, preparing grant application documentation and managing the application process.
- Grant disbursement, financial settlement and monitoring: Supporting payment claims, reporting requirements and project amendments, as well as managing obligations during the post-completion monitoring period.
- Research and development grants and incentives: Identifying and structuring R&D activities, supporting R&D qualification processes, analysing associated costs and assessing available grants and tax incentives.
- State aid compliance: Reviewing internal processes, commitments and documentation relating to funded projects, and preparing for audits or inspections by funding bodies or regulatory authorities.
- Government and stakeholder relations and project implementation: Supporting cooperation and coordination between government bodies, local authorities, regulatory agencies, utility providers and other stakeholders involved in investment projects.
FDI – Grants and Investment Advisory Services by RSM
From investment decision to project completion and beyond
Major investment and grant-funded projects can span several years. Consequently, the advisory and compliance requirements do not end when funding is secured or an investment location has been selected. Throughout implementation, financial settlement and the post-completion monitoring period, companies may need to track compliance with project commitments, maintain appropriate documentation, fulfil reporting requirements and manage project changes.
RSM's FDI team supports these activities by drawing on the firm's expertise in tax advisory, legal services, M&A, accounting, HR and payroll, and ESG and risk management. This integrated approach enables foreign investors entering the Hungarian market and Hungarian companies planning new developments to access coordinated professional support throughout the entire project lifecycle, rather than relying on separate advisory services for individual aspects of their investments.
FDI and Investment Advisory Services in Hungary from RSM
Are you planning an investment in Hungary, a capacity expansion or a new development project? Our specialists can help you assess implementation options, identify potential investment locations, explore available Hungarian government and EU funding opportunities, and evaluate the key financial and operational considerations for your project.
