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Arranging Financing

Our services include arranging all kind of financing for growth and covering companies' current activity, as well as for execution of particular investment projects. Our extensive experience enables us to raise debt financing, mezzanine capital and equity from financial and professional investors. We also provide advisory services to management boards in IPO and NewConnect transactions. Each project is preceded by an analysis of financial needs and recommendations on the structure and funding source.

We dedicate our advisory to:

  • the companies' owners who plan on carrying out an investment project or an acquisition that does not have full financing yet
  • the board of directors who plan a management buyout and search for funds for its realisation and companies' shareholders who plan on buying out other shareholders
  • the companies' owners who consider raising funds through issuing shares on the public market, NewConnect included

The value of our services for company's owners and management emerges from being fully independent from investors active on the public market. We conduct professional supervision over all IPO/SPO projects focusing solely on company's best interest.

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Hitachi Capital

Messrs. Cezary Gadowski and Leszek Filipowcz supported Hitachi Capital in identification and acquisition of a leasing company. Their extensive experience, professionalism and full commitment allowed us to achieve a new step in the development of our company and to successfully enter Polish market which was a strategic goal for our company. Without their support Hitachi Capital’s expansion would have been more expensive and time consuming.

Shunya Matsuo
Chief of Hitachi Capital Poland
Rep office and Board director

Polski Holding Farmaceutyczny S.A.

Between 2011 and 2012 Messrs. Piotr Gałązka and Cezary Gadowski rendered advisory services to the Polish Pharmaceutical Holding on complicated transaction of sale of shares of Zakłady Farmaceutyczne Polfa Warszawa S.A. By dint of their professionalism, creativity and extensive involvement, Holding was able to perform the transaction efficiently and acquired attractive transaction price. Co-operation with Piotr and Cezary was a real pleasure.

Artur Woźniak
President of PHF S.A. between 2008 and 2013

Morpol

Mr. Marcin Steindel’s professionalism and full engagement in the project brought a substantial contribution to the successful flotation of Morpol’s shares on Oslo Stock Exchange. The project was complicated and innovative, since Morpol is the first and only Polish company successfully listed on Oslo SE. I highly recommend cooperation with Marcin Steidel to everyone.

Jerzy Malek
Former Shareholder and Founder of  Morpol S.A.

ZUE

Between 2008-2010 Mr. Leszek Filipowicz led the team of advisors supporting the management of ZUE S.A. in implementation of development strategy, including acquisition 85% stake of shares of PRK from the Stated Treasury and later on preparation of the company’s IPO at WSE.

Co-operation with Leszek Filipowicz has always worked well. His experience, full commitment and professionalism have contributed a lot to the successful execution of projects important to our Company.

Wiesław Nowak
CEO and main shareholder of ZUE S.A.

Mineral Polska

In 2010, on behalf of Mineral Polska, a subsidiary of Strabag Group, Piotr Gałązka run the acquisition project of KKSM. Leading the advisory team Piotr Gałązka proved a solid knowledge, professionalism, interpersonal skills and full commitment.

I recommend co-operation with Piotr Gałazka to all the persons concerned.

Mgr inż. Bogdan Kisiała
Proxy

Inter Groclin Auto

Between 2012-2013, as a President of Management Board of Kabel Technik Polska (KTP) I had a pleasure to co-operate with Piotr Gałazka in execution of the project of reverse take-over of Inter Groclin Auto S.A. Mr. Piotr Gałazka has proved professionalism and strong exepertise and he substantially contributed to successful closing of the transaction.

Andre Gerstner
President of the Management Board of  Inter Groclin Auto S.A.

RECOMMENDATION OF MOST SUITABLE STRUCTURE OF FINANCING (DEBT/EQUITY) AND SELECTION OF APPROPRIATE INSTRUMENTS

EQUITY INVESTOR

  • Determining equity needs and the best method of its acquiring (private or public transaction)
  • Developing a financial model with valuation and transaction documents: teaser, memorandum
  • Identification and selection of potential investors
  • Evaluation of offers and recommendations
  • Advising in preparation of documentation: letters of intent, agreements
  • Advising in negotiations and transaction closure

BANK LOAN

  • Determining debt financing needs of a business and developing a financing structure and other materials required by banks
  • Selection of banks based on their credit policies
  • Offers' assessment and recommendations
  • Advising in preparation of documentation: term sheets, credit agreements
  • Advising in negotiations and transaction closure

BOND ISSUE

  • Determining debt financing needs of a business
  • Preparation of selling documentation: teaser, information memorandum, terms of issue and sales documentation
  • Support in admission to trading bonds on Catalyst market

ADVISING IN SHARES ISSUE PROJECTS ON CAPITAL MARKETS

MAIN LIST

  • Financial and legal analyses of the Company and recommendation on structure and timing for public offering
  • Independent verification of the Company's value (valuation) based on which the owner undertakes decisions
  • Support in choosing other advisors, including brokerage house – verification of their proposals and negotiations of terms of cooperation
  • Coordination of works on preparation of prospectus and verification of business parts of the prospectus
  • Preparing in co-operation with security office the company's management and owners, in for the to road show
  • Recommendation on the price spread and the ultimate issue price, Advising in final negotiations with the brokerage house

NEW CONNECT

  • Financial and legal analysis of the Company and recommendation on structure and timing for public offering
  • Independent verification of the Company's value (valuation) based on which the owner undertakes decisions
  • Preparation of sales documentation: teaser, information memorandum, etc.
  • Placement of new shares to alternative quoting system (NewConnect) in co-operation with Authorized (Licensed) Advisor