Transaction and financial advisory

WHO WE ARE

We are an experienced team of transaction advisors. We advise our customers, managers and company owners on corporate finance and help them to carry out mergers and acquisitions. Our expertise and experience include mergers and acquisitions, issues related to financial aspects of corporate activities and financial restructuring.

We support clients expanding through acquisitions and help entrepreneurs effectively exit the business by selling the company. We also participate in the process of debt restructuring by supporting the customer in dealings with banks and other creditors, as well as assist in determining the optimum financing structure.
We advise medium-sized and large companies operating on domestic and international markets by providing independent advice tailored to customer needs. Moreover, we have extensive experience in handling complex and challenging transactions, including international ones, as well as in the implementation of comprehensive restructuring.
The interest of our customers is our ultimate goal which we achieve through our professional experience gained in a variety of differential transactions.

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WHAT WE DO

TRANSACTION ADVISORY


We offer comprehensive execution of merger and acquisition transactions. We coordinate and participate in each stage of the process including the identification of customer expectations, market intelligence, identification of optimal targets or investors, the coordination of due diligence and the negotiations of purchase / sale agreement of the company.


According to Mergermarket, we took the 3rd place in the number of transactions in Poland in 2015


We advise on both sell-side and buy-side transactions as well as carry out MBO and LBO transactions.

FINANCIAL ADVISORY


In terms of financial advisory we support customers, e.g. in managing the value of their companies. Our objective is to help customers choose and implement the best solutions to meet their needs.

We believe that the key to success is a good communication of needs and possible solutions. Therefore, we wish our customers to understand why our solutions are most suitable to them.

Our extensive theoretical knowledge goes in line with transactional and business experience. We have substantial experience in cooperation with public and private companies. We support the implementation of projects, e.g. in the following business areas: valuations for strategic and management purposes, development strategies, business plans and project feasibility studies, incentive programs, optimising organisational structures.

FINANCIAL RESTRUCTURING


We help companies experiencing difficulties in financial debt servicing. To support the company in the process of debt restructuring we cooperate with the representatives to determine the optimum scenario of obtaining funds, help to determine the viable repayment schedule, take part in negotiations with creditors and participate in the preparation of documentation and agreements necessary for obtaining financing on revised, more favourable terms.

We also advise on the processes of organisational and financial restructuring. We help the owners of partnerships and companies structured in complex groups in bringing these organisations to transparent and functional forms. Organisational restructuring allows to raise capital (through the issue of bonds or shares) or sell the company to a strategic or financial investor.

CONSULTANCY ON COMMERCIAL DISPUTES


Owing to in-depth knowledge and experience in the area of corporate finance, enhanced with well-established theoretical foundations based on scientific activities, Navigator Capital has been repeatedly chosen as a consultant on economic and financial issues in the arbitration as well as common court proceedings.

The experience of drawing up analysis and expert opinions provides Navigator Capital with the key competences necessary for the implementation of projects related to court proceedings. We frequently prepared documents for pre-litigation, litigation and arbitration cases. We focus on key issues from the point of view of proceedings and cooperate effectively with law firms involved in the proceedings.
We are aware of dynamics and specificity of the proceedings conducted before common and arbitration courts. This knowledge allows us to objectively assess the strengths and weaknesses of arguments prepared for the proceedings and put forward appropriate adjustments.

Experience

Oferty prywatne akcji i wprowadzenie na NewConnect
5 mln zł
09.2018
Emisja obligacji serii B
10,5 mln zł
08.2018
Emisja obligacji serii F
15 mln zł
07.2018
Oferta prywatna akcji
3 mln zł
07.2018
Oferta prywatna akcji
2 mln zł
07.2018
Emisja obligacji serii E
30 mln zł
06.2018
Oferta prywatna akcji / pozyskanie funduszu Venture Capital
3mln PLN
05.2018
Oferta prywatna akcji
2 mln zł
03.2018
Emisja obligacji serii L
50 mln zł
03.2018
02.2018
Emisja obligacji serii A
60 mln zł
12.2017
Emisja obligacji serii O
9 mln zł
12.2017
Emisja obligacji serii E
100 mln zł
12.2017
K series bond issue
55m PLN
12.2017
Advisory to Everest Finanse in acquisition of 100% shares in Tempo Finanse
11.2017
Private placement
Accelerated Book-Building
11m PLN
11.2017
Private placement and flotation of shares on NewConnect
36m PLN
11.2017
Emisja obligacji serii A
25 mln zł
11.2017
Obtaining the financial investor for Flavourtec
10.2017
Public offering, private placement and flotation on NewConnect
3m PLN
10.2017
Public Offering
Share buyback
8m PLN
10.2017
Private placement and
obtaining Aqua Spark fund
12m PLN
10.2017
D series bond issue
75m PLN
04.2017
D series bonds issue
20m PLN
04.2017
Public offering
Squeeze-out
Market Cap 9m PLN
04.2017
C series bonds issue
35m PLN
02.2017
Consortium member in a public offer of Victoria Dom SA bonds
6,1m PLN
02.2017
A series bonds issue
10m PLN
12.2016
N series bonds issue
11m PLN
12.2016
Advisory in the process of selling Budlex
10.2016
J series bonds issue
20 mPLN
10.2016
C series bonds issues
40 mPLN
07.2016
D series bonds issue
30 mPLN
07.2016
Advisory in the change of the issue terms and B series bonds issue
24,8 mPLN
07.2016
A series bonds issue
16 mPLN
06.2016
Acquisition of Gremi Inwestycje Sp. z o.o.
Market Cap 57m PLN
05.2016
Kuźnia Polska acquisition and flotation of shares on Warsaw Stock Exchange
Market Cap 607m PLN
04.2016
Advisory in prolonging the maturity of B series bonds
25 mPLN
02.2016
D series bonds issues
7,9 mPLN
02.2016
I series bonds issue
20 mPLN
01.2016
Private placement
1,1m PLN
12.2015
Initial Public Offering
36m PLN
12.2015
B series bonds issues
30 mPLN
12.2015
C series bonds issues
10 mPLN
12.2015
Advisory to Viriditas SA in acquisition of Park Wodny Bania Sp. z o.o.
11.2015
H series bonds issue
5 mPLN
11.2015
D series bonds issues
3 mPLN
10.2015
F series bonds issue
5 mPLN
09.2015
Secondary Public Offering (SPO)
8m PLN
09.2015
Secondary Public Offering
3,3m PLN
09.2015
Advisory in acquisition of Compagnia Italiana Rimorchi
08.2015
Advisory in acquisition of Artur
07.2015
C series bonds issue
30 mPLN
06.2015
E series bonds issue
20 mPLN
05.2015
Advisory in acquisition of 65,3% stake in Fruehauf Expansion SAS
05.2015
Przejęcie odwrotne Jupiter S.A. przez KCI S.A.
Kapitalizacja 53 mln zł
04.2015
Reverse takeover of Jupiter SA
04.2015
A and B series bonds issue - 40 mPLN
04.2015
D series bonds issue
30 mPLN
04.2015
Advisory in acquisition of Ganymede by MCI
03.2015
A series bonds issues
30 mPLN
10.2014
Advisory in acquisition of BluePay SA from BlueMedia SA
09.2014
A series bonds issue
5 mPLN
09.2014
Bond Issue
5m PLN
09.2014
Advisory in the share buy-out from a significant shareholder
09.2014
Advisory in the bank debt restructuring process
09.2014
C series bonds issue
3 mPLN
05.2014
Convertible bonds issue
123 mPLN
02.2014
Advisory to Bridgepoint in acquisition of Dr Gerard
12.2013
Private placement and flotation of shares on NewConnect
5,2m PLN
08.2013
Advisory to the shareholders in the process of selling the company
07.2013
Advisory in acquisition of Cenos Sp. z o.o.
12.2012
D series bonds listing on Catalyst
25 mPLN
11.2012
C series bonds listing on Catalyst
10 mPLN
11.2012
Advisory in the acquisition of Engorem Sp. z o.o.
11.2012
Advisory to the majority shareholder in the process of selling the stake to the private equity fund Advent International Corporation
10.2012
Secondary public offering and flotation of shares on NewConnect
03.2012
Advisory in acquisition of Audi and Volkswagen dealer
07.2011
Advisory in acqusition of the controlling stake in Mispol SA
07.2011
Advisory in acquisition of Lider Artur
05.2011
Private placement and flotation of shares on NewConnect
03.2011
Process of moving Querus’ listing from NewConnect to Warsaw Stock Exchange regulated market
03.2011
Advisory in the restructuring process of MPM Product
02.2011
Advisory in acquisition of TB Investicija UAB
11.2010
Financial advisory to the company from CTL Logistic Group
08.2010
Advisory in the sales of the PKM Duda’s Ukrainian subsidiaries’ assets
07.2010
Advisory for a significant shareholder of Mercor S.A.
07.2010
Initital Public Offering
03.2010
Advisory in acquisition of strategic investor and selling shares to DanHatch A/S
06.2009
Advisory in restructuring of the debt incurred due to options trading
05.2009
Initial Pubic Offering
05.2009
Advisory to the majority shareholders
05.2009
Advisory to MoCoHub in acquisition of Mobile Entertainment Company
05.2009
Private placement and flotation of shares on NewConnect
03.2009
Private placement and flotation of shares on NewConnect
11.2008
Advisory in acquisition of Controlmatica ZAP-PNEFAL Sp. z o.o.
07.2008
Advisory in acquisition of assets of Heilbronn Maschinenbau GmbH & Co. KG
06.2008
Advisory in acquisition of 80% shares in Autoprima s.r.o.
05.2008
Advisory in acquisition of SM Starco
01.2008
Advisory in acquisition by a financial investor
12.2007
Advisory in acquisition of 61% shares in ART-GUM Sp. z o.o.
10.2007
Advisory in sale of 75% shares to Erbud SA
09.2007
Advisory in acquisition of Serwar
07.2007
Advisory in acquisition of 80% shares in Autoprima s.r.o.
06.2007
Advisory in the process of selling Cenos Sp. z o.o to Gemini Grupe UAB
06.2007
Advisory in acquisition of 60% shares in Mitmar Sp. z o.o.
05.2007
Advisory in acquisition of SM Maćkowy
01.2007
Advisory in sale of LNB Polska to LNB International B.V.
01.2007

Team

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