Directory · PL
Investment Banking in Poland
A register of firms and the professionals working at them in the Investment Banking sector based in Poland. Browse the public index, then filter or export on Kipplo.
Companies
59 on file
Cag
CAG is an independent investment banking partnership dedicated to providing its clients with high-quality transaction advisory services in Poland and other CEE countries. CAG has unparalleled experience in transaction advisory in Poland/CEE, which is confirmed by a proven track record of 40 successfully completed deals, including strategic sales, private placements, debt restructurings, public-to-private transactions, LBOs/MBOs and others, with a total value of ca. € 1.2 billion as of June 2010. CAG is fully independent and owned by its partners, not burdened by lending, trading, research or investing conflicts - this enables us to provide our clients with highly objective advice and responsive service. Independence, experience and focused approach guarantee that all our clients and every project receive senior level commitment and are handled with absolute dedication.
11 to 50 staff
Navigator Capital Group
Navigator Capital Group offers complex investment banking and business consulting services for medium and large-sized enterprises, which allow for value creation on domestic and foreign markets- Transaction and financial advisory - We conduct the buy-side and sell-side acquistion processes and offer corporate finance services- Issues of bonds and share - Navigator Brokerage House raise capital through bonds issues and public and private offerings – GPW, NewConnect, Catalyst- Business consulting - We help companies increase their efficiency. We advise on the creation and implementation of the corporate strategy and change management systems. We help with corporate culture transformation, succession and restructuring processes. During 12 years of its market presence, Navigator Capital Group conducted over 70 transactions, of over 6 billion PLN total value. We carried out over 30 mergers and acquisitions transactions, over 20 public offerings on the regulated market GPW and the alternative market NewConnect and over 40 corporate bonds issues.
11 to 50 staff
Nwai Dm
Fully licensed, DCM specialized, investment banking boutique. Supervised and regulated by Komisja Nadzoru Finansowego
11 to 50 staff
Erste Securities Polska S.A
Erste Securities Polska S.A. has been developing its business activity on the Polish market since 1995 and today is one of the major participants on the Warsaw Stock Exchange, member of Central Securities Depository of Poland and authorized Advisor on the New Connect market. It currently employs approx. 35 professionals including 7 sales traders in the Institutional Sales team and 5 research analysts in local Equity Research team. ESP serves domestic and international institutional clients combining local expertise on the Polish capital market with the regional outreach of Erste Group. It is part of the only regional equity platform reaching from Warsaw across Central and Eastern Europe down to Turkey. The company offers full range of services: • Full range of Equity trading and clearing services • Derivativestrading, index and stock arbitrage • M&A and ECM advisory services • Access to DCM advisory services • Access to Acquisition Finance including leveraged buyouts, corporate acquisition financing, merchant banking • Access to Infrastructure Financing solutions Erste Securities Polska supports clients in making investment decisions by delivering high quality research products. The Polish Equity Research team consisting of 5 analysts covers over 50 companies listed on the Warsaw Stock Exchange. Other companies as well as macroeconomic issues are covered byapprox. 60 regional equity and fixed income analysts within Erste Group.
11 to 50 staff
Ms Towarzystwo Funduszy Inwestycyjnych Sa Ms Mutual Funds Society
MS TFI S.A. manages MARS Closed-End Investment Fund (MARS FIZ) and MS PARASOLOWY Open-End Investment Fund. MARS FIZ manages a portfolio of 10 companies which operate in the shipbuilding, offshore and ship repair industry (MARS Shipyards & Offshore) and also in the real estate market ( MARS Real Estate). A key objective of the Fund is to increase the value of assets held through, amongst others, the implementation of corporate recovery and investment projects in portfolio companies. The Fund's assets are subject to regular quarterly valuation carried out with the participation of an external auditor and under the responsibility of the depository bank. MS PARASOLOWY OPEN-END INVESTMENT FUND (MS PARASOLOWY FIO) is an umbrella fund that contains 3 sub-funds: MS Stabilnego Dochodu (stable income fund), MS Obligacji (bond sub-fund) and MS Akcji (equity sub-fund). MS Parasolowy Fund invests monies through a public offer to purchase share in securities and money-market instrument as well as other property rights specified in the Act and in the Articles of Association. Thanks to the separating three sub-funds, MS Parasolowy offers a diversified investment strategy – from the safest to aggressive – depending on individual expectations. The fund’s offer includes, among others, management of Employee Pension Schemes (PPE) and individual retirement accounts – IKE and IKZE.
11 to 50 staff
Fidea Corporate Finance
FIDEA Corporate Finance is a Polish investment banking boutique providing services with emphasis on different forms of transactional advisory for leading firms operating in Poland. FIDEA offers advisory services in the M&A area, arrangement of financing, financial restructuring and other similar undertakings.
11 to 50 staff
Mgw Corporate Consulting Group
MGW Corporate Consulting Group is an independent Polish consulting company founded in 2009 by a Group of Managers from the financial sector. Our specialists actively support entities that wish to efficiently, inexpensively, and safely conclude lease or credit agreements while structuring them appropriately and negotiating their terms. As a result, we reduce costs and significantly limit the financial and operational risks. As the only company in Poland, we provide the service of administering lease agreements. As a result, a number of our Clients reclaimed receivables that were incorrectly charged by leasing companies. We also provide services in the field of Business Consulting, such as- business plans- an independent review of the business- financial modeling- valuations. We have the license of Restructuring Advisor and we are also on the list of consulting companies recommended by banks to support repair processes and the development of restructuring programs. Visit our website and see what else we do.
11 to 50 staff
Azimutus
Azimutus is an independent advisory firm specializing in M&A transaction advisory as well as consulting in the area of growth strategy. We see this core as Strategic M&A, which means helping our clients realize their strategic goals and create value through M&A transactions. We work for major Polish companies, private equity funds and multinational corporations. Azimutus was established in 2004, since then has delivered over 150 projects, and is currently one of the leading M&A advisors in Poland. We support our clients in obtaining expansion capital and sell-side processes; because of strategic advisory competencies we are able to undertake complex assignments. Our network of partnerships enables us not only to execute assignments in Central and Eastern Europe, but also deliver a global investor reach. Azimutus was established and is currently managed by Witold Hruzewicz as a partner with over 20 years of experience in investment banking and Antoni Karśnicki, Michał Krucan as a directors. Highest quality of our services is guaranteed by a team of consultants with first-league experience in both management consulting and investment banking.
11 to 50 staff
Dom Maklerski Navigator S.A
Dom Maklerski Navigator S.A. is a team of specialists with many years of experience. We focus on raising capital for medium-sized and large companies on the capital market. We are part of Navigator Capital Group.
11 to 50 staff
Investor S Club
We’ve been investing in people since 2002, when the Investors’ Club, one of the oldest and most prestigious students’ association in the Warsaw School of Economics was created. Our aim is to attract ambitious students, who are not afraid to take risks and to invest their time to create something meaningful. We give them responsibility and help them establish their goals. In return we see students who are creative, ambitious and self-motivated by the satisfaction of doing a good job. The dream of pursuing career in finance is only one of the factors which bring those people together. They do not only want to acquire new skills but also be able to use them, and we give them those opportunities. Once a member always a member- once you have entered this community you stay here forever, not only to support younger colleagues but also to learn from them. We build and foster bonds with experienced representatives of the financial industry, who happen to be Investor’s Club Alumni. To sum up, we invest in people, in their potential, help them develop and establish their goals, through increasing awareness of the importance of the finance in the modern economy and mastering the skills which will be crucial later on their career path.
51 to 200 staff
Prosper Capital Dom Maklerski S.A
Jesteśmy Firmą Inwestycyjną umożliwiającą naszym Klientom i Partnerom pozyskiwanie oraz inwestowanie kapitału. Na bazie wieloletniego doświadczenia naszego zespołu oraz aktualnej wiedzy rynkowej, dostarczamy rozwiązania dostępne na rynku kapitałowym m.in. za pośrednictwem Agentów Firmy Inwestycyjnej (AFI). Przeprowadzamy emisje i dystrybucję instrumentów finansowych, takich jak: akcje, obligacje, certyfikaty Funduszy Inwestycyjnych Zamkniętych (FIZ) oraz jednostki uczestnictwa Funduszy Inwestycyjnych Otwartych (FIO) i Specjalistycznych Funduszy Inwestycyjnych Otwartych (SFIO). Ponadto realizujemy transakcje na rynku niepublicznym oraz świadczymy szereg usług poemisyjnych. Jesteśmy Autoryzowanym Doradcą na rynku NewConnect i Catalyst oraz firmą partnerską GPW dla małych i średnich przedsiębiorstw. Współpracujemy z Instytutem Energetyki Odnawialnej w zakresie wsparcia dla przedsiębiorstw z branży odnawialnych źródeł energii (OZE). Więcej informacji dostępnych jest na stronie internetowej
51 to 200 staff
Saski Partners Cfi Poland
Saski Partners is a leading independent corporate finance advisory firm in Poland and Central and Eastern Europe. Saski Partners is focusing on mergers and acquisition, as well as on financing in equity and debt markets. The firm is also advising companies on financial restructuring, the development of financial strategies and valuations. Saski Partners is part of Corporate Finance International (CFI), a highly integrated, mid-market investment bank with a global presence, providing comprehensive advisory services in mergers and acquisitions, capital raising, restructuring, and valuations. With over 300 professionals operating from more than 30 offices across 20 countries, CFI leverages deep industry expertise across key sectors to deliver tailored, impactful transaction support. CFI consistently supports entrepreneurs, private equity investors, and management teams by combining local insights with international reach to effectively execute strategic initiatives worldwide.
11 to 50 staff
Bastion Group
Bastion Group, established in 2009, is the leading investment banking firm specialised in the markets of Central and Eastern Europe. We offer tailored, independent financial advisory services in the areas of mergers and acquisitions, capital raising, restructuring and succession planning. We have completed over 50 transactions across 10 CEE markets, including numerous cross-border deals. We help local companies reach global investors and support international investors in executing transactions while taking into account the local context of the region.
1 to 10 staff
Pekao Investment Banking
Pekao Investment Banking S.A świadczy usługi bankowości inwestycyjnej oferując kompleksowe doradztwo finansowe w zakresie fuzji i przejęć oraz transakcji rynku kapitałowego dla szerokiego spektrum podmiotów, koncentrując się przede wszystkim na współpracy z dużymi i średnimi spółkami publicznymi i prywatnymi, inwestorami strategicznymi i finansowymi oraz agendami rządowymi. Działamy w Polsce od ponad 20 lat.
11 to 50 staff
Pk Capital Sp. Z O.O
PK Capital combines its expertise in corporate finance and the pooled capital space to support businesses seeking funding. Based on our many years of venture capital and capital market experience, we advise our clients on all essential issues in the context of ICOs and crowdinvesting and offer an"end-to-end service" for this purpose. We manage the entire process of an ICO or Crowdinvesting for our clients. PK Capital Sp. Z o.o. ul. Kaliska 23/32, 02-316 Warsaw. KRS NIP 5252608040, REGON Inicial capital 138 300 PLN.
1 to 10 staff
Tdi Corporate Finance
TDI Corporate Finance specialises in- M&A and corporate finance advisory services - fund raising - supporting new market strategies for medium sized and large companies operating or willing to invest in Poland. With our main office in Warsaw and representative office in Shanghai, China we support also companies willing to expand their operations in China. Our team consists of 10+ professionals managed by partners, who have been with TDI for many years. Unlike many firms in our industry we are fully independent, our actions are free from any conflict of interest whatsoever, and are focused on providing maximum benefits to our clients. Our track record features more than 500 projects with corporate clients from private and public sectors, as well as government agencies.
11 to 50 staff
Gamut Analytics
We provide wholistic debt financing solutions to Private Equity sponsors and founder-owned companies. We work for borrowers only and raise financing from banks active in Poland and CEE, as well as a long list of private debt investors. We have over 25 years of experience in M&A and Strategic Advisory executing transactions with EUR 12b combined value. We specialise in sourcing bank financing, direct lending, opportunistic credit, mezzanine, or structured equity. We work with dozens of Private Debt investors across the globe, including the largest asset managers. We are credit driven in our approach. We believe that trust, professionalism, and integrity should drive the world of finance. We work on projects where we are sure we can add value. We are guided by the highest standards of ethics. Our team members have over twenty-five years of experience in investment banking, finance, and law. We worked for Nomura, UBS, Citibank, Unicredito, Nordea or Weil, Gotshal & Manges, executing a wide range of transactions - both relatively small and some € 5-6 billion in size. We work for private equity sponsors and sponsor-less companies. We raise the capital needed for CAPEX, refinancing of banks, M&A, dividend recap, or other uses.
1 to 10 staff
Elefanco
M&A Advisory and Executive Search
11 to 50 staff
Equity Advisors
Equity Advisors provides advisory services for corporates, including mergers and acquisitions, raising capital, corporate finance and valuations, market research. Equity Advisors experience include companies listed or planning a listing on Warsaw Stock Exchange main market and alternative trading platform NewConnect. Equity Advisors expertise include deal making in a form of structures competitive process engaging private equity and strategic buyers. We work for global players looking for targets in CEE and local companies interested in foreign acquisitions. Areas of specialization: • Buy-side and sell-side advisory • Analysis of investment projects • Strategic consulting • Conducting and coordinating project activities • Preparing information and formal documentation related to the project (teasers, financial models, memoranda, prospectuses, presentations, etc) • Creating business plans, valuation of companies, • Conducting due diligence • Presentation of investment projects to institutional investors and individuals. Equity Advisors provides Authorised Adviser services for corporates - both on NewConnect, as well as on Catalyst.
1 to 10 staff
Fortunate Group Sp. Z O.O
Fortunate Group Sp. Z o.o. Grupa kapitałowa budująca swój portfel w oparciu o wiodące firmy, wyróżniające się wysoką jakością i innowacyjnością. Do portfela inwestycyjnego spółki należą obecnie: Fortunate Brand Design - - agencja reklamowa i drukarnia we Wrocławiu. Made 4 Trade (M4T)- firma pośrednictwa handlowego zajmująca się dystrybucją i wprowadzaniem nowych produktów na rynek polski. Bazy-Danych.biz - - Firma zajmująca się tworzeniem biznesowych baz danych. W ofercie posiadamy największe w Polsce bazy firm i instytucji.
1 to 10 staff
Macdonald & Associates
MacDonald & Associates is an independent advisory-focused investment bank providing truly unbiased, tailored strategic advice to leading enterprises, private equity firms, family offices and private shareholders in mergers & acquisitions, capital raises and consequential corporate finance decisions. Based in Warsaw, Poland, MacDonald & Associates has a CEE-wide focus and reach. Edward MacDonald, the Managing Partner of MacDonald & Associates, was the founder and managing partner of CAG, a leading M&A advisory firm in Poland with a track record of over 60 completed transactions since With over 30 years of experience in investment banking, Mr. MacDonald is an industry veteran who has worked on over 100 completed deals in Warsaw, New York City and San Francisco.
1 to 10 staff
Trigon
Trigon is a leading independent investment banking firm focused on Central and Eastern Europe. Since 1989, our mission has been to help our clients achieve their strategic financial and corporate ambitions by delivering insightful, tailored advice, paired with outstanding execution. Our experienced team of over 120 professionals has significantly contributed to shaping the regional capital markets landscape, successfully advising on hundreds of transactions. Our deep market understanding, combined with a relentless commitment to excellence, positions us uniquely to navigate complex challenges and seize opportunities specifically tailored to our clients' needs. Consistently recognized for our client-centric approach and innovative insights, Trigon has earned prestigious accolades, including Best Investment Bank in Poland by Euromoney’s Awards for Excellence and Transaction Advisor of the Year by the Polish Private Equity and Venture Capital Association (PSIK). At Trigon, we go beyond investment banking - anticipating needs, setting new standards, and delivering reliable and lasting outcomes.
51 to 200 staff
Cic Corporate Finance
We are one of the most experienced transaction teams in Poland with nearly twenty years of experience. We work on capital transactions for international corporations and financial institutions, including private equity funds, as well as for independent entrepreneurs. We conduct capital transactions: from raising capital for development, through management buyouts, mergers and acquisitions (both sell-side and buy-side), and ending with the sale of companies. We also obtain debt financing for the development of enterprises and the execution of transactions. We have conducted several dozen capital transactions on the Central European markets worth several billion Euro. We perfectly understand that each transaction is a separate challenge. That is why we do not use "standard" solutions and we approach each of our clients individually, first trying to understand their needs and expectations, because the success of each transaction is always the result of close cooperation between the management board, owners and the transaction advisor.
1 to 10 staff
Galtrust
GalTrust is an investment banking and corporate finance advisory boutique based in Warsaw, Poland. GalTrust actively operates in Europe as well as North America, Israel, India and Hong-Kong. We are focus on bring our clients added-value in various fields of financial consultancy business while our core business is fund raising (from equity through all levels of mezzanine to senior debts) as well as M&A and balance sheet restructuring. Our key industries are energy, real estate, construction, financials and natural resources.
1 to 10 staff
