Long-standing experience in investment banking, corporate financing and restructuring


About us

WEA and its partners executed over 80 transactions in a wide variety of industrial sectors

Warsaw Equity Advisors (WEA) provides comprehensive corporate finance services. WEA and its partners have executed over 80 M&A (Mergers & Acquisitions), corporate financing and restructuring transactions in a wide variety of industrial sectors. The total value of all transactions in which WEA partners were involved exceeds EUR 4 bln.

Each WEA partner has approximately 20 years of investment banking experience working at senior positions in renowned international investment banks, private equity or advisory companies such as: Unicredit CA IB, Creditanstalt, Warsaw Equity Group, TDI or Egmont and has been involved in the execution of many prestigious transactions for foreign corporations and Polish clients.

Many years of work experience for foreign clients (mainly corporations and investment funds) as well as Polish clients (companies, their owners and governmental institutions) ensures the understanding of their internal decision making processes and investment criteria.

WEA partners have experience in execution of numerous successful and complex financial advisory transactions practically in all sectors of economy.

WEA partners have advised in various industrial sectors including: food & beverage, other FMCG products, retail trade, distribution, railways, technology and IT, machine-building, electrical equipment, telecommunication, banking, automotive parts, publishing, paper, chemicals, construction materials, construction industry and other.

Mergers & Acquisitions (M&A) Advisory

The sell-side transaction: selection of appropriate exit strategy, investor search, organization of the process, preparation of company’s valuation, preparation of transaction documents (teaser, information memorandum or information package), acquisition of bids (preliminary and final), supervision of due diligence, assistance in negotiations with investors including SPA (Share Purchase Agreement) and if necessary SHA (Shareholders Agreement) and other transaction documentation negotiations.

The buy-side transaction: assistance in finding targets, which meet investor’s criteria, preparation of optimal transaction structure, coordination of meetings with the seller, preparation of company’s initial and final valuation, coordination of due diligence, preparation of transaction documents (initial offer, binding offer), assistance in raising capital (if needed), assistance in negotiations with the seller including SPA and if necessary SHA (Shareholders Agreement) and other transaction documentation negotiations.

We have experience in execution of leveraged transactions.

Debt and equity raising (non-public markets)

We raise capital for investment purposes, general development, activity refinancing as well as leveraged transactions.

Consultancy in evaluation of capital requirements, assistance in preparation of business plan and selection of optimal financing structure (debt/capital structure) considering company’s activity profile and development plans, preparation of information documents, contacts with banks and investors (non-public markets), structuring, assistance in negotiations and preparation of transaction documents.

Financial and restructuring advisory

Advisory regarding financial restructuring (debt/equity) and support in financial management of companies including: selection of adequate capital solutions and verification of strategic goals through evaluation of investment projects and process of value creation, debt restructuring and support in resolving liquidity problems. Assistance in finding optimal sources of financing, in preparation of documentation including business plan and information materials, negotiations with providers of financing.

Pre-IPOs and IPOs (in cooperation with brokerage houses)

Advisory services focused on capital raising for companies planning IPO process (pre-IPO) in next 12-18 months: organization of the pre-IPO capital raising process, coordination of meetings and negotiations with institutional and private investors, preparation of transaction documents, analyses, economic forecasts and company valuation models.

Advisory in preparation for Initial Public Offerings at the Warsaw Stock Exchange including assistance in preparation of the optimal offering structure, assistance in selection of other professional advisors (law firm, brokerage house, PR agency and others) and coordination od their activities and assistance in conducting meetings with investors.

Public-to-private transactions

Public-to-private transactions (PTP) including: preparation of transaction structure, assistance in the preparation of a public tender for shares of companies at the capital market, preparation of analyses, economic forecasts, company valuation models, selection of other professional advisors (law firm, brokerage house, PR agency and others) and coordination of their activities, assistance in preparation of transaction documents.

Selected WEA and Partner’s transactions

Sale of a majority stake in Clovin SA (household chemicals)

Financial restructuring plan of a fish processing company

Purchase of KZA Kraków (railway automation) for Fima

Sale of a leading frozen fruit and vegetable company

Strategic advisory and valuation of a household chemical company

Analysis of a company’s development via purchase of selected e-commerce companies and negotiations

Sale of the construction project of one of the largest mineral water plants in Europe (based on the resources of highly minerlized water)

Analysis of a company’s development via purchase of selected pharmacy chains and negotiations

Market entrance analysis, identification of acquisition targets in Polish cosmetic industry for a foreign investor and negotiations

Sale of a farm supply products distributor

Purchase of a company in a cosmetic sector

Sale of the significant minority stake in Impact (car batteries)

Indirect acquisition of stock exchange listed Mieszko SA

Dual listing of first Estonian company at WSE – Slivano Fashion Group AS

Advisory to Jeronimo Martins on the acquisition attempt of one of the discount retailers

Advisory to Eurocash on the attempt of acquisition of one of retail chains

Purchase of the brewing assets including trade mark in stock exchange listed Brok Strzelec (for Danish Royal Brewery)

Sale of Kredyt Bank Ukraine and Lithuania (for Kredyt Bank)

Consolidation of the ownership structure in stock exchange listed Sokołów (for Finnish Ruokatalo)

Advisory to Netia on its acquisition attempts of Dialog

Advisory to Hoop on the acquisition of food company

Advisory to Kofola on the acquisition attempt of beverage company

Sale of the majority stake in Telebank SA, the largest data transmission company in Poland (for a reputable Polish state client)

Acquisition of the majority stake in Bester SA (for American Lincoln Electric International Holding)

Advisory to Sheraton on the acquisition attempt of Orbis SA

Advisory to Scandic on the search of investment projects on the Polish market

Acquisition of the majority stake in LMDS technology operator (for Polish telecommunication company)

Sale of the majority stake in TOP to THIMM Verpackung & SAICA Pack (packaging)

Purchase of a majority stake in PRIB (construction)

Purchase of the leading retailer of leisure and entertainment products

IPO of ZPC Otmuchów (confectionery)

Purchase of Odra SA for ZPC Otmuchów (confectionery)

Sale of the significant stake in Polski Bank Przedsiębiorczości (banking)

IPO and sale to foreign strategic investor of Gadu Gadu (telecommunication)

Interligo – equity financing from „business angels” stage to strategic investor stage – BGB and consecutive sale to PKO BP (banking)

Elektrim – sale of minority stakes in selected public companies

more than 40 Leveraged buy outs for WEH

Baltchem S.A. – purchase of petrol base in Świnoujście

Deutsche Bank – acquisition of BWR (banking)

Hydrocentrum – sale of construction company to Betnostal

KPN Royal Dutch Telecom – purchase of PAGA and selected telecommunication assets

GTS – sale of the biggest Internet provider

Advisory to Telefonia Dialog on the acquisition of Crowley Data Poland

Advisory on UMTS tender, consortium creation and capital raising (for Spanish Telefonica)

Purchase of the stake of PBK SA from the Ministry of State Treasury (for Bank Austria AG)

Acquisition attempt of the Polish stock exchange listed company (for Danish Danisco)

Acquisition of Polish car components manufacturer (for Italian Carraro)

Valuation of Cuprum 2000 fixed line telephone operator (for merger with Telefonia Lokalna)

Sale of Polish rolling stock manufacturer (locomotives, EMU’s) Pafawag (sale to AD Tranz-joint venture between ABB and Daimler Benz, including modem technology transfer for production of locomotives)

Acquisition of Browary Tyskie – by South African Breweries/Euro Agro Centrum Consortium

Acquisition of the stake in Lech brewery – purchase by the South African Breweries

Preparation of the business plan for the opening of the Polish brokerage business (CA Securities SA) by Creditanstalt Investment Bank

Verification of valuation of BPH (one of the Polish largest banks)

Sale of Olmex SA – margarine factory (sale to Unilever)

Sale of Amino SA – food concentrates factory (sale to CPC Europe)


Do you need a support with the transaction?

Contact us

Krzysztof Dziewicki

Partner [ see CV ]

Urszula Opalko

Partner [ see CV ]


Warszaw Equity Advisors Sp. z o.o.

126/134 Marszałkowska Street

00-008 Warsaw, Poland


NIP: 5832947422

REGON: 192072298

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