This event will guide you through each stage of the capital lifecycle. The programme is split into the following areas to help you focus your areas of interest - private equity fundraising and structures, M&A origination and integration, acquisition financing, deal sourcing through to execution and value creation.
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BNP Paribas Bank Polska is a universal bank listed on the Warsaw Stock Exchange. It offers savings and investments products as well as a wide range of loans (including mortgage and consumer) to individual clients. It provides businesses (micro, SMEs and corporates) with solutions to fund their operations on the Polish and international markets. The Bank also caters to food and agro sector companies. The Bank has a comprehensive offering for its private banking segment clients to protect, optimize and grow their wealth. The bank’s clients have at their disposal an array of investment advisory services.
The mission of BNP Paribas Bank Polska is to offer innovative financial solutions in a responsible manner to help clients change their world and support local economy. The Bank is a member of leading international banking Group BNP Paribas. The Bank provides services through a network of banking branches and stands at shopping centers throughout the country. Its credit products are also available at partner stores, including selected car dealership networks.
Bain & Company is a global consultancy that helps the world’s most ambitious change-makers define the future. Across 58 offices in 37 countries, we work alongside our clients as one team with a shared ambition: to achieve extraordinary results that outperform their competition and redefine their industries. We complement our tailored, integrated expertise with a curated ecosystem of digital innovators to deliver better, faster and more enduring outcomes to our clients. Since our founding in 1973, we have measured our success by the success of our clients. We proudly maintain the highest client advocacy in the industry, and our clients have outperformed the stock market 4:1.
Noerr stands for excellence and entrepreneurial thinking. With well-versed teams of strong charac-ters, Noerr devises and implements solutions for the most complex and sophisticated legal matters. United by a set of shared values, the firm’s 500+ professionals are driven by one goal: the client’s success. Noerr is also one of the top law firms in the CEE, with own offices in all major capitals of the region. Listed groups and multinational companies, large and medium-sized family businesses as well as financial institutions and international investors, all rely on the firm.
Willis Towers Watson (NASDAQ: WLTW) is a leading global advisory, broking and solutions company that helps clients around the world turn risk into a path for growth. With roots dating to 1828, Willis Towers Watson has 40,000 employees serving more than 140 countries.
We design and deliver solutions that manage risk, optimize benefits, cultivate talent, and expand the power of capital to protect and strengthen institutions and individuals. Our unique perspective allows us to see the critical intersections between talent, assets and ideas — the dynamic formula that drives business performance.
Willis Towers Watson helps organizations in all industries evaluate the strategic rationale and potential candidates for a deal, assess the potential costs and risks, and address the full range of integration issues — from identifying leaders, retaining key talent and harmonizing workplace programs, to managing the entire change process. Our insurance consulting services, which are based on our deep industry knowledge and quantitative expertise, focus on raising capital, conducting due diligence and restructuring.
Wolf Theiss is one of the leading law firms in Central, Eastern and South-Eastern Europe (CEE/SEE). We have built our reputation on a combination of unrivalled local knowledge and strong international capability. We opened our first office in Vienna 60 years ago. Our team now brings together over 340 lawyers from a diverse range of backgrounds, working in offices in 13 countries throughout the CEE/SEE region.
Over 80% of our work involves cross-border representation of international clients. Our full range of services covers: Banking & Finance; Business Crime; Capital Markets; Competition & Antitrust; Compliance; Corporate/ Mergers & Acquisitions; Dispute Resolution; Employment Law; Energy & Renewables; Infrastructure; Intellectual Property & Information Technology; International Arbitration; Investment Funds; Life Science; Real Estate & Construction; Regulatory & Procurement; Retail and Tax.
iDeals™ Solutions, operating since 2008 is an innovative technology provider of critical confidential information and document exchange solutions within and outside of corporate firewall.We work with many Fortune 500 and blue chip organisations to securely share content and collaborate anytime, anywhere without the need for third party plugins on multiple delivery platforms.Today we support strategic collaboration solutions for a wide range of sectors, including financial services, life sciences, technology, and manufacturing. More than 500,000 professionals use our solutions to support and execute mergers and acquisitions from pre-deal document preparation to post merger integration, as well as Board Reporting, Clinical Trials and Corporate Repositories.Our flagship product is the iDeals™ Virtual Data Room, a next-generation application that is utilised by many diversified organisations and leading advisers in over 30 countries around the world.
PSIK represents private equity management firms operating in Poland. Its mission is to promote and develop the private equity and venture capital industry in Poland. PSIK comprises 121 institutions: 56 private equity management firms (full members) and 65 associate members that are law and consulting companies as well as banks cooperating with the private equity and venture capital industry.
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Krzysztof KuligSenior PartnerInnova Capital
Krzysztof is a Senior Partner and a co-owner at Innova Capital, a leading mid-market private equity firm in Central Europe. He has over 17 years of experience in private equity and capital markets.
At Innova Capital, Krzysztof is responsible for developing investments in financial services and B2B services across the region as well as maintaining relationships with the company’s business partners and LPs and fundraising process for the Fund. Krzysztof has strong experience in European private equity and a proven track record of active engagements in numerous transactions throughout the region.
Krzysztof led or oversaw investments in Polcard, Meritum, Expander, Provus, PEKAES and PeP. He has also sat on the non-executive boards of Neomedic, WP, PEKAES and PeP.
Before joining Innova, he served a position of Vice – President & Managing Director in Euronet Services Poland. He previously worked as a Principal Consultant and Head of the e-business and professional services operations in Heidrick & Struggles.
Krzysztof holds an MBA from the University of Calgary in Canada and graduated from the University of Kent in Canterbury, England. Since 2018 he’s been a member of the Polish Business Roundtable (PBR).
Deimantė KorsakaitėExecutive PartnerINVL Baltic Sea Growth Fund
Deimantė Korsakaitė is an Executive Partner and IC member of €200mn target size PE fund INVL Baltic Sea Growth Fund (with a hard cap of €300mn) managed by the leading asset management group in the Baltics – Invalda INVL. Active since 1991 Invalda INVL boasts 28 years worth of experience in managing PE assets in the Baltic countries and CEE landscape while developing companies into best-in-class market leaders. In February 2019, Invalda INVL held first closing of INVL Baltic Sea Growth Fund at €106mn, making it the largest private equity fund for the Baltic region today.
Deimante as well serves as a Board Member of Lithuanian Private Equity and Venture Capital Association.
Before joining INVL Asset Management Deimante began her career at another one of the largest PE firms in Lithuania at the time, later joining one of the top pan-Baltic law firm’s TGS Baltic. As an Associate Partner she co-headed the firm’s M&A practice group, advising clients on deals with a combined value of c. EUR 2 billion.
Pawel is Principal responsible for direct lending and private equity investments at CVI Dom Maklerski (CVI).
CVI is leading private debt investor in CEE with more than EUR 1.2bn assets under management and realized more than 530 transaction since 2012
Pawel has over 10 years investment experience and participated in over 20 private debt and private equity transactions.
Prior joining CVI Pawel was working at Krokus PE, a Polish based private equity company focused on mid-market growth transaction. Before joining private equity industry, Paweł gained experience in strategic consulting and investment banking advisory in both Polish and international organizations (Hexagon Capital, Boston Consulting Group and JP Morgan).
Pawel holds a Master Degree in Finance and Banking from University of Lodz and Bachelor of Business from Athlone Institute of Technology (Ireland). He is also CFA Charterholder.
Mr. Bartos joined Innova in 2004 from Allianz Specialized Investments as a Head of Office in Warsaw. Prior to that, he worked in the investment banking and capital markets at the Commerzbank Group and the Polish Development Bank. During that time, Andrzej was involved in scores of IPOs, equity financings, corporate and privatization advisory projects.
His principal area of responsibility is Commercial Manufacturing investments. Due to his extensive experience within Polish public markets, he is actively involved in any transactions involving the public markets. He co-led the investments in EBCC, Fuchosa, Donako, Libet, Trimo and Profim. He was responsible for the successful IPO of ACE on the WSE in 2007.
Mr. Bartos graduated from Warsaw School of Economics, and he holds a number of professional qualifications, including Securities Broker’s license and postgraduate executive training from INSEAD, France. Mr. Bartos established the first Polish Management Buy-Out Club, a gathering of over 70 local executives.
Christopher Mertlitz joined W. P. Carey's European Investments Team in 2011 and currently serves as Executive Director. Prior to joining the firm, Chris worked in various industry sectors including engineering, energy and information technology in Austria and Germany.
Since joining W. P. Carey, he has been directly involved in the structuring and closing of more than €1.5 billion in sale and leaseback, net lease and build to suit investments across Europe, especially in Germany, Austria, the Netherlands and the U.K. He has extensive experience acquiring office, industrial and automotive retail assets, and particular expertise in financial modelling and complex credit underwriting.
Chris graduated summa cum laude from Oxford University with an MEng in Engineering, Economics and Management where he was also a scholar. He is fluent in German.
Krzysztof KrawczykHead of PolandCVC Capital Partners
Krzysztof Krawczyk is a Head of Warsaw office at CVC Capital Partners, one of the world’s leading private equity and investment advisory firms. He is also a board member of CVC's two Polish portfolio companies, PKP Energetyka and Zabka.
Krzysztof has over 20 years of successful track record in European private equity and he served on the boards of numerous private and publicly-listed companies in telecom, media, manufacturing, logistics and healthcare sectors throughout CEE region.
Prior to joining CVC, Krzysztof was Managing Partner at Innova Capital, a leading mid market private equity firm in Central Europe. Krzysztof also worked at Pioneer Investment, a Poland-based private equity fund, and Daiwa Institute of Research, an advisory arm of Japanese investment bank Daiwa. He is a Vice President and Treasurer of Polish Private Equity Association and co-founded and co-chaired its LBO Committee in the past.
Krzysztof holds a degree (with Honors) in Finance & Banking from the Warsaw School of Economics. He is also an alumnus of Executive Program at Harvard Business School. Krzysztof has been awarded a PE Person of the Year for 2014 by members of Polish Private Equity Association.
Przemyslaw is a Managing Director and Head of the Polish office at Mezzanine Management, the first dedicated mezzanine fund manager for Central and Eastern Europe. It manages four funds with total funds under management of EUR 700 million and over 45 investments to date.
Prior to joining Mezzanine Management, Przemyslaw was with Ernst & Young ‘s Corporate Finance and Audit departments. He currently seats on boards of Dominium, PEM, Primocollect, Spearhead, Flucar and Netia.
Brian Wardrop has been originating, executing, monitoring and exiting private equity investments in Central and Eastern Europe ("CEE") since 1997.
Mr. Wardrop is Managing Partner of ARX Equity Partners, which is a private equity firm with a 20-year track record supporting the growth and development of mid-sized companies in select Central European countries. With more than € 300 million raised in four funds, ARX has become a leading private equity firm in its segment in the Central European region.
Prior to joining ARX, Mr. Wardrop was a Principal and head of the Prague office with sector specialist private equity firm, Baring Communications Equity (Emerging Europe).
Mr. Wardrop holds a Master’s degree from Boston University and a Bachelor’s degree from Bishop’s University. He is also a graduate of the Owner/President Program at Harvard Business School.
Mr. Wardrop is also an active supporter of the non-profit social enterprise sector via his roles as a board member of NESst (which is a non-profit organization focused on developing sustainable social enterprises in emerging market economies), and as a member of the investment committee of Tilia Impact Ventures (which is the first fund in the Czech Republic investing in social enterprises).
Valeri is Partner with Axxess Capital, a leading private equity firm in South Eastern Europe with invested equity in excess of EUR 250M. Prior to that he was Partner with Bancroft Private Equity in Vienna and Investment Director with the Athens based private equity firm Global Finance. Valeri led and co-led many transactions in various countries and industries across South-Eastern Europe and Turkey.
Prior to moving to the Private Equity industry Valeri was running the largest paints& coatings company in Bulgaria (backed by private equity funds) as CEO where he completed a successful turnaround, increasing its market capitalization almost ten times.
Valeri also worked for Royal Dutch/Shell, and held various positions within the organisation.
Valeri holds an MSc in Engineering from the Technical University of Sofia. He also attended Management Academy in London and ETP on Management in Delaware University.
Hendrik is an associate at Livonia Partners, where he focuses both on investment analysis and transaction execution as well as development of existing portfolio companies. He started his career at Dynamic Credit, an Amsterdam based fixed income asset management and advisory firm. Prior to joining Livonia, Hendrik spent 3 years at Trigon Capital, where he worked on direct equity investments both in the CEE region and Sub-Saharan Africa. Hendrik holds BSc and MSc degrees in economics and finance from the University of Amsterdam.
Pierre MellingerManaging PartnerForeVest Capital Partners
Mr. Mellinger is a founder and Managing Partner of ForeVest Capital Partners. Prior to forming ForeVest, he founded PineBridge Investments’ Central and Eastern European private equity business in 1998 and had overall responsibility for the firm’s private equity activities in the region. Mr. Mellinger has more than 35 years of investment experience. Previously, he was co-Head of the Financial Institutions at the EBRD. Mr. Mellinger is a graduate of the French École Nationale d’Administration and the Institut d’Études Politiques of Paris, and holds a degree in Economics and a Law Degree from La Sorbonne.
Matthew StrassbergCo-Managing PartnerMid Europa Partners
Matthew is the Co-Managing Partner at Mid Europa Partners. He co-chairs the Investment Committee and Management Committee of the firm. He is also co-head of the Warsaw office.
Prior to joining the team, he worked in the leveraged finance team at Merrill Lynch in London. Previously, he worked in the M&A department at J.P. Morgan in London and New York. Matthew began his career in New York where he worked at Merrill Lynch and TLC Capital Partners, the investment firm of Reginald F. Lewis.
Peeter Saks is the Managing Partner of BaltCap and Member of the Management Board of FinanceEstonia. BaltCap is the leading private equity firm focusing on mid-market buyout and expansion capital investments the Baltic States. BaltCap has strong presence in all three Baltic countries with local offices and experienced team of 20 investment professionals. To date BaltCap has managed several generations of private equity, growth capital and infrastructure funds with total capital of EUR 300 million and has made over 75 investments and 40 exits in various sectors across the Baltics. Peeter’s past positions include CEO of the Baltic investment bank Suprema Securities, Chairman of Tallinn Stock Exchange and Manager at Price Waterhouse. Mr Saks received his MA in Economics from the Tallinn Technical University and additional education from INSEAD and HBS.
Małgorzata Bobrowska-Jarząbek is a co-founder and Investment Director at Resource Partners. Earlier, she was Associate at The Carlyle Group where she worked on transactions in consumer goods, retail and manufacturing and Project Director in International Expansion department of the largest Polish insurance company, PZU.
Before moving to financial services, Ms. Bobrowska-Jarząbek was a consultant with McKinsey & Co. in Chicago and Warsaw, where she focused on advising clients, among others, in consumer goods, retail and manufacturing.
Małgorzata received MBA from Kellogg School of Management as well as M.Sc. in International Management from CEMS (Community of European Management Schools) M.Sc. in Finance and Banking from the Warsaw School of Economics.
Annemarie DalkaHead of Private Equity Fund InvestmentsPolish Development Fund (PFR)
Annemarie is an Investment Director with the Polish Development Fund group, where she is responsible for investments in the Private Equity funds and international relations.
Prior to her current role, Annemarie spent six years working at the BNP Paribas group in London - in its Asset Management arm and at the Investment Bank. Annemarie holds a Masters degree in Strategic Management from Kozminski University in Warsaw, Poland.
Dr Rafal Rzeszotarski General ManagerSun Investment Group Polska
Entrepreneur and manager with strong academic background: PhD in law, MA in law and finance. Prior to Sun Investment Group, Rafal worked as a lawyer in companies such as Baker McKenzie and Polpharma, among others, where he gained in-depth regional knowledge of equity capital markets, cross-border transactions, debt capital markets, public and private M&A transactions, project finance and debt restructuring.
William R Watson, is the Managing Partner of Value4Capital, a Poland and Central European focused private equity firm.Bill began investing in central Europe in 1992 with the European Bank for Reconstruction and Development. He continued with Baring Private Equity Partners from 1997 and Société Générale Asset Management from 2005. In October 2011 he and his partners spun-out with the fund raised under the SGAM brand to become Value4Capital. They recently completed fundraising for their €91m V4C Poland Plus Fund, which they are currently investing. A Canadian and French citizen, he has been a board member at portfolio companies across central Europe and played an active role in the industry as a member of Invest Europe’s Mid-Market Platform Council from 2012 to 2018 and a member and then Chairman of its Professional Standards Committee.
Chris has more than10 years of international consulting experience and delivers strategies thatwork for leading businesses.
In addition to hisprivate equity work, Chris has worked on a broad range of strategic issues forcorporate clients across many industries. He has completed a large number ofcommercial due diligence projects for leading Nordic and Global leveraged buyoutfunds, evaluating potential targets across a wide range of industries andgeographies.
He holds a BA in Political Science from Stockholm University.
Pablo von SiebenthalGlobal Head of Mergers & AcquisitionsKuehne + Nagel
Pablo is Global Head Mergers + Acquisitions with Kuehne + Nagel, one of the world's leading logistics providers with more than 80,000 employees and a footprint of 1,300 offices in over 100 countries. Kuehne + Nagel completes around 3-5 acquisitions per year globally. Prior to joining Kuehne + Nagel, Pablo was an M&A advisor with PricewaterhouseCoopers in Switzerland and Australia. Pablo holds a Master of Arts in Business Administration and a Bachelor of Arts in Banking & Finance from the University of Zurich and has passed all CFA exams.
Adrian StanculescuInvestment Director and Head of RomaniaAbris Capital
Adrian is Investment Director and Head of Romania. He joined Abris in 2014 and is a member of the Supervisory Board of Pehart Group and Green Group. Adrian holds a Master’s Degree from The Bucharest University of Economic Studies and an MBA from Chicago Booth.
Prior to joining Abris, Adrian worked at Resource Partners, a consumer-focused private equity fund based in Warsaw. There he was involved in all deal aspects, worked on several transactions in the CEE region (especially Romania and Baltic countries) and held Supervisory Board positions at two of fund’s portfolio companies. Before that, he worked for Deloitte Consulting and for the Romanian management consulting boutique Architected Business Solutions, where he was involved in various strategy and operations projects. Adrian started his professional career at Rompetrol in the Business Development department.
Richard Clegg is a transactional and regulatory lawyer working throughout Central & Eastern Europe and South Eastern Europe. He has particular specialization and expertise in structuring and negotiating transactions and projects across the regulated sectors and his experience includes advising on internationally significant infrastructure, telecom, energy and technology transactions. Richard has held senior positions in industry and private equity, as an M&A partner with an industrial and infrastructure fund, and as the Group General Counsel and Group Investment Director of Bulgaria Telecom.
Richard is a Solicitor in the Republic of Ireland, a Solicitor of the Senior Courts of England & Wales, and a Registered Foreign Lawyer in Bulgaria.
Julie-Annais an accomplished journalist who has worked for BBC radio and television, SkyNews, Mergermarket and Dealreporter.
She has recently established her own podcast production consultancy, producing and presenting branded podcasts for corporate clients, including npower. Alongside her podcast work, she is a regular conference chair and panel moderator.
Catherine Ford is the Editor-at-Large for the events division of Acuris. She is a consultant editor to event programmes, and engaged in the development of timely editorial content for global corporate finance, M&A and capital markets related conferences and events. She routinely moderates discussion panels at conferences across the region. She has worked for Acuris since early 2002, holding a number of senior editorial roles in the company’s European, US and Asia-Pacific head offices.
Jakub LernerAssociated Partner, Co-Head CEE Corporate/M&A DepartmentNoerr
Jakub Lerner has extensive experience in advising international and Polish clients from a wide range of industries on share and asset acquisitions, mergers, leveraged and management buyouts and other forms of corporate restructurings as well as capital market transactions. Jakub’s practice focuses on M&A, complex commercial transactions, joint ventures, private equity & venture capital and capital markets. He also advises in complex, multi-jurisdictional transactions and cross-border joint ventures and offers added value to our clients due to his multiple qualifications: as Polish-qualified legal advisor, English-qualified solicitor and US-qualified attorney. Jakub is also recognised for his corporate/M&A and private equity work in Poland by renowned international legal publications.
Przemek Gdański graduated from the University of Gdańsk (MSc. in Economics) and took a one-year program in international banking and finance at Loughborough University in the UK. He completed Advanced Management Program at IESE Business School and several professional and executive development programs at Harvard Business School, London Business School, University of California, Berkeley - Haas School of Business, Ashridge - Hult International Business School and HEC.
He has over 25 years of banking experience. From 1993 to 1995 he worked for IBP Bank SA, then for ABN AMRO Bank in Poland, Romania and in the headquarters in Amsterdam. From 2002 to 2006 he was managing director of Large Corporates Division in BPH Bank. From May to November 2006 - CEO and general director of Calyon Bank Polska and Calyon SA Branch in Poland. In November 2006 he was appointed the position of deputy CEO in BPH Bank, responsible for corporate banking and real estate financing. After the merger of part of BPH Bank and Pekao SA - deputy CEO of Pekao SA, responsible for Corporate Banking, Markets and Investment Banking in Division. Member and vice president of the Management Board of mBank (formerly BRE Bank) from November 19, 2008 to October 25, 2017, responsible for Corporate and Investment Banking.
Since November 2, 2017 he was a Territory Head for BNP Paribas, supervising BNP Paribas Group’s enterprises in Poland. He has a proven record of supporting diversity, gender equality and women’s entrepreneurship. In March 2018 he has been awarded Male Champion of Change accolade presented by Success Written with Lipstick Foundation in the recognition of his achievements in advocacy for women and his encouragement of their professional development.
Jacek ChwedorukManaging Director, Head of Poland and Co-Head of CEE Rothschild & Co
He has over 20 years of experience in investment banking in Poland and CEE gained in numerous privatizations, M&A and ECM transactions and private placements. He specializes in advisory to financial sector. Jacek Chwedoruk supervised the privatisation of the first Polish companies including the first five companies listed on the Warsaw Stock Exchange. He is a founding member of Polish Institute of Directors and a member of the Polish Business Roundtable. He joined Rothschild & Co in 1992.