Transaction and capital advisory in the process of pharmaceutical retail sector consolidation.

Attracting an investor and sale of nationwide pharmacy network Apteka pod Różą. The transaction involved the sale of 100% shares in Halofarmacja Sp. z o.o. and Optima Pharma Sp. z o.o., that operate Apteka pod Różą pharmacy chain. The parties decided not to disclose the transaction value and the name of acquirer

As transaction advisor in the Management Buy-Out process as well as the arranging of financing for EDICA S.A., Holon Consultants helped to raise more than PLN 45 m for the MBO transaction and the refinancing of existing debt facilities. Holon’s role included recommendation of the optimal financing structure for the transaction, business plan preparation, identification and selection of the finance provider, management of the full transaction process as well as support in the refinancing process.
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Advisory assignment for Szybka Kolej Miejska, the Warsaw City municipal rail operator, in the raising of finance for the acquisition of new vehicles to the amount of 216 million PLN (50 million EUR). Recommendation of the optimal financing instrument for the investment (corporate bonds), business plan preparation, identification and selection of the finance provider, management of the full transaction process.
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The capital and transactional advisory in the process of acquiring the strategic investor for the largest Polish producer of fruit-concentrates - Agrico S.A. 100% shares of Agrico S.A. was acquired by the Austrian magnate in the fruit processing and fruit juices productions - Rauch Fruchtsaefte GmbH & Co OG.

Strategic advisory European Bank for Reconstruction and Development in the project of focused market demand study on the Polish Natura 2000 areas: Market demand study for a pilot financing facility in support of companies operating in Natura 2000 sites

Capital and transaction advisory in the process of acquiring a private equity investor for Akomex Sp. z o.o – manufacturer of special cardboard packages for the food and chemical sectors.
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Capital and transaction advisory to the owners of the Polish nationwide chain of CORDA pharmacies in the process of selling the Company. 100% of shares in Corda Sp. z o.o. were purchased by ACP Pharma – subsidiary of the Dutch capital group MEDIQ NV. The parties to the transaction decided not to disclose the transaction value.
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Capital and transaction advisory in the process of sale of 100% shares in the largest book printing house in Poland to investment funds managed by White Eagle A.G. The implementation of the process of investor finding and sale of shares.
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Capital and transaction advisory to ETOS S.A. – a leading clothing company in Poland, operator of more than 200 Diverse brand stores in Poland and abroad. The investor is Abris Capital Partners – private equity fund operating in Central and Eastern Europe. The transaction value has not been disclosed.
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Strategic and fund rising advisory to Mavit Sp. z o.o. - the leading ophthalmology hospital network in Poland specializing in laser eye correction and cataract removal as well as maxillofacial surgery.

CEE market entry strategy advisory to the largest Japanese shipping company on to the CEE market. Local markets screening and analysis and potential acquisition target selection. Execution of the acquisition process of the two selected targets in Poland Northern and Central Poland.

The valuation of the enterprise of the largest Polish producer of carpets and linings, using three complementary valuation methods as well as the valuation of the "Agnella" brand.

Strategic and capital advisory services to a leading postal operator specialising in the distribution of unaddressed mail in a process of finding a financial investor - a private equity fund managed by Enterprise Investors. Transaction value non-disclosed.
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Capital advisory (sell-side) to the diary producer. Preparation of the company for transaction and assistance in negotiations with bidders including private equity funds and companies form the same and related industries.

Strategy and equity advisory services in the consolidation process of the pet supplies retailing sector. Handling the process of the merger of three companies, “Kakadu”, “Anna ZOO” and “Pyszczak”, as well as finding an investor for the merged entity. The transaction value was not disclosed.
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The valuation of the enterprise of largest Polish non-bank-financial institution specializing in the bad debts management, using three complementary valuation methods. The capital advisory for the management of the company in the elaboration of the market consolidation strategy.

The valuation of the enterprise of the distributor of radiotelephony systems using two complementary valuation methods of enterprises

The strategic and capital advisory for owners of the apparel distributor and the elaboration of the development strategy of the company focused on the value increase for the shareholders in the context of the consolidation. The valuation of the enterprise, using three complementary valuation methods.

Transaction advisory for the owner of REDAN Capital Group in the process of obtaining capital for the subsidiary Textil Market.

The restructuring of the financing of the Polish apparel retailer in the three brands divisions: Vabbi Factory Outlet, Deep and Hot Oil. The analysis of the possibility of rising capital and the financing mezzanine from several alternative sources.

Equity and transaction advisory services to a leading European telecommunications company, Swisscom Central & Eastern Europe AG, in the process of selling its Polish subsidiary, Air Bites Polska Sp. z o.o., a provider of broadband Internet access services. The purchaser of 100% of the shares in Air Bites Polska, was Internetia Sp. z o.o. - a subsidiary of Netia S.A.
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Advisory for Szybka Kolej Miejska, owned by the State company, in purpose of obtaining finance for acquiry of new rail vehicles worth several hundred million PLN.

The analysis of the possibility of gaining the strategic investor for the leading Polish producer of foodstuff fats. The valuation of the company’s shares using three complementary valuation methods.

Operational due diligence advisory to the leading private equity fund (KBC PE) on the capital increase transaction in the specialist food processing company.

The capital advisory for the leading real estate property developer operating in Central Europe. The analysis of alternative paths of the development financing of the holding company. The preparation of the company for the initial public offering.

The strategic and capital advisory for the leading Central European producer of components to the LED TV sets containing elaboration of the medium-term development strategy and the support for the shareholders in the construction of the independent management team

The strategic and capital advisory for owners of the nationwide drugstore retailer and the elaboration of the development strategy of the company focused on the value increase for the shareholders in the context of the market consolidation. The valuation of the enterprise, using three complementary valuation methods.

The strategic and capital advisory for owners of the apparel retailer - Kamex II Sp. z o.o. and the elaboration of the development strategy of the company focused on the value increase for the shareholders in the context of increasing competition and strategic market changes. The valuation of the company’s shares, using three complementary valuation methods of enterprises.

The valuation of the company Lovely Look - the largest operator of hair-dressing saloons in Poland, using two independent valuation methods. The preparation of the company to the transaction with the strategic investor.

Capital advisory (sell-side) to the leading Polish telecom operator Netia Holding in sales of its daughter company Premium Internet S.A. - specialized in international VoIP termination services. Comprehensive management of the tender process which led to the company acquisition by the related industry player - Mediatel S.A.
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The strategic analysis of the market position of the leading Polish logistic operator and the elaboration of the development strategy for the company in the context of the possible consolidation of the business. The development of the financing structure with alternative financial instruments.

Equity and transaction advisory services for a clothing company in Poland in the process of finding a financial investor, a mezzanine fund, Syntaxis Capital. Transaction value - PLN 56 million

The evaluation of the market value of the Jabłonna S.A. stake in Lubelskie Zakłady Przemysłu Spirytusowego "Polmos" S.A. using two independent valuation methods.

Strategic and capital advisory services to Proryb Sp. z o.o. - a leading company in the Polish fish processing industry in the process of selling shares in the company to an Icelandic industry investor.
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Sell-side advisory for nationwide pharmacies chain - VERIS. Preparation of the company for transaction and assistance in negotiations with foreign investor (private equity fund).

The strategic and capital advisory for leading Polish construction firm specializing in the cubage building in the process of the elaboration of the development strategy for the company. The initiation of consolidation-processes in the segment of the cubage building.

Valuation of EURO 380 mln worth of leading Lithuanian food retailer (IKI Supermarkets and Leader Price discount stores) for the purpose of the acquisition by the leading CEE private equity fund – Mid Europa Partners.

Capital advisory (buy-side) to Sarantis Polska S.A. - a major international player in the Polish household and cosmetics market - related to the acquisitions in complementary industries.

Capital advisory (sell-side) to the multinational retail group with regard to sale of the chain of cafeterias in Poland. Comprehensive management of the tender process which led to the acquisition by the industry player - RUCH S.A.

Strategic and commercial advisory to the private equity fund – AIG Capital Partners in the due diligence and the offering process in the acquisition of the Polish operations of Leader Price discount stores.

The organizer and the advisor to the consortium (the private equity fund Argus Capital, the banks) in the process of the preparation of the offer for the acquisition of 100% stake in the largest convenience store retailer in Central Europe.

Capital advisory (sell-side) to Baad Company - the leading Polish manufacturers of flexible packaging. The process led to the company acquisition by Ergis-Eurofilms S.A. - a major CEE plastic processing group listed on the Warsaw Stock Exchange.

Strategic advisory to the largest Spanish engineering construction company (power, telco and gas infrastructure) related to the Polish market entry. Comprehensive assistance in screening and evaluation of targets (negotiations, due diligence) and investment process with two local companies from the same industry.

Strategic advisory: facilitation of Process and Cost Transformation EEMEA Lead Team Workshop for the Polish subsidiary of Goodyear

Capital advisory (MBO) to the management of the largest Central European manufacturer of disposable food packaging in the company share offering process.

Capital advisory (sell-side) to the largest Polish chain operator of children's clothing stores under the brand name of "5.10.15". Capital rising at transaction executed by an increase in the Komex's equity, together with the purchase of the shares from the existing owners by two private equity funds.
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Capital and transaction advisory to Polomarket – the largest Polish supermarket chain in the Leveraged Buy Out transaction of the Krakow based grocery chain - Supermarkety ABC. The strategic objective of the transition was the expansion of Polomarket in south Poland.

The strategic and capital advisory for the leading provider of the direct marketing services in the merger process. The elaboration of the development strategy of the company focused on the value increase for the shareholders.

Strategic advisory (market entry) to a leading Lithuanian pharmaceutical producer. Development, appraisal and implementation of alternative entry strategies incl. acquisitions and distribution representatives.

Strategy and corporate finance services to two major Polish chemical companies. Scope included: economic and financial analysis and companies' equity valuation, for the purpose of conversion of liabilities into stakes in a takeover transaction by a foreign strategic investor.

M&A advisory to two major Polish car parts producers (car batteries) incl. preparation of a merger plan of two businesses and capital increase of the newly merged entity by a private equity fund.

consulting services on planning and implementation of solutions to boost material supply management and contracting of construction works.

Corporate finance services related to the process of structuring transaction of the acquisition of a foreign company (sourcing for loan and equity financing for leveraged buy-out).

Capital advisory (sell-side) to the processed food producer (concentrated juices). Preparation of the company for transaction and assistance in negotiations with bidders including private equity funds and market incumbents. Company acquired by Hoop Group.

Corporate finance services to the major Central European gas company. Valuation of receivables in two subsidiaries taking into consideration division in liabilities and interests as well as division into receivables under and not under conciliation process.

Corporate finance advisory services for the leading electronic company on gaining EU funds for development.

Capital advisory (sell-side) for leading steel products distributor on gaining strategic investor from the European Union countries. Preparation of the company for the transaction and managing the process of investor screening, selection and negotiations.

Strategic consultancy services including: development strategy and market review for the purpose of gaining a strategic partner for the technologically advanced medical equipment maker.

Market entry strategy to the Polish market for a leading American producer of motor oil. The project included market intelligence, distributor end-consumer analysis based on series of interviews, screening of potential trade partners.

Strategic advisory (development strategy verification) for the leader on the printing services market. Service included market position analysis (clients, competitors) and overview of the market in terms of takeover possibility.

Capital advisory (sell-side) Pack Plast "Jan Niezbedny" - the largest Polish household packaging producer with regards to gaining a strategic investor. Preparation of the company for the transaction and management of the process of investor screening, selection and negotiations, which led to majority stake acquisition by a Greek company from the related industry.

Advisory on local market development strategy for an international pharmaceuticals producer in terms of potential acquisition or joint-venture investments with local players

Strategic consultancy services to the leading pharmaceutical wholesaler with regards to preparation of strategy for the company development and for participation in the process of industry consolidation. The project included preparation of strategy for merging with other market leaders as well as internal company restructuring aimed at increasing the company value.

Supervision over the company on behalf of a private equity fund; arrangement of a syndicate credit.