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.
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.
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.
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.
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 (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.
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)
Partner [ see CV ]
Krzysztof Dziewicki joined the Warsaw Equity in 1999, and from 2015 he is the CEO of the Group. In the past, he was actively involved in the operations of the WEG’s portfolio companies, including serving as CFO of ZPC Otmuchów in 1999-2001 and in 2007-2011, he was also involved in the process of company’s IPO on the Warsaw Stock Exchange. Prior to joining WEG he gained experience in consulting firms TDI and Egmont Consulting.
He has extensive experience in working in supervisory boards and currently serves at the supervisory boards of ZPC Otmuchów, Polskie Konsorcjum Gospodarcze and Baltchem.
Krzysztof Dziewicki graduated from Warsaw University of Technology majoring in Applied Mathematics.
Partner [ see CV ]
Urszula Opalko has long-standing experience in investment banking. Working at senior positions among others in UniCredit CA IB she was responsible for M&A transactions, privatizations, IPO’s, turnaround processes and capital raising on both equity and debt markets.
Mrs. Opalko advised on numerous international and national transactions in various industrial sectors including: food & beverage, other FMCG products, telecommunication, banking, retail and distribution, banks, automotive parts, construction, publishing etc.
Mrs. Opalko has worked for clients from both private sector (international and Polish companies, company owners) and public sector (Ministry of Treasury, Ministry of Finance).
Her clients included entrepreneurs company owners and companies: Fima, Royal Sanders, Znak, Alta Capital Partners, ABM Solid, Telefonica, Telefonia Dialog, Netia, Telbank, Tel-Energo, Telefonia Lokalna, Hoop, Carraro, Kredyt Bank (KBC), Bank Austria, The South African Breweries, Jeronimo Martins, Royal Unibrew, Danisco, Harbin, Lincoln Electric, Ruokatalo, Pfleiderer, Interconcact, Sheraton and others. Mrs. Opalko has experience in working in supervisory brands.
Previous Professional Experience: Unicredit CA IB, Bank Creditanstalt S.A., Ministry of Treasury and Nicom Consulting.
Urszula Opalko graduated from Warsaw School of Economics (SGH), Foreign Trade Faculty.