Académique Documents
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for financial statement analysis and multiple-based valuation (market and transaction-
based) preceded by own selection of the peer companies
- preparation of transaction-related documents (pitch, teaser, information memorandum)
- assistance in deal execution (indentifying and contacting investors, managing flow of
information between parties, VDR management)
Participants attend 2-week summer school on capital markets and soft skills, rich in
workshops and case studies provided by key financial and professional institutions such
as: Montagu Private Equity, Innova Capital, Bridgepoint, CEE Equity Partners,
Rothschild, JP Morgan, Goldman Sachs, McKinsey and many others.
Preparation of KPI reports and analysis for the company management (including partly
monthly
reporting package)
Regular monitoring and analysis of operational figures against budgets/forecasts
Analysis of financial data and preparation of financial reports, statements and projections
Implementation of effective benchmarking process for the whole region – KPI
benchmarking
Preparation of ad hoc financial estimates and analyses
Solved numerous case studies concerning valuation and general strategy, organized e.g.
by Deloitte, KPMG, McKinsey, A.T. Kearney and Ernst & Young
Najważniejszym elementem rozwój, jest to nauka przez zabawę. Z każdym etapem czuliśmy, że
można to była zrobić lepiej. Było to dla nas dobre doświadczenie, idealna forma nauki, bo
praktyczna, przez to, że jest tworzona przez praktyków, to pomaga w rozwoju. Trzeba być dobrze
zorganizowanym i nastawionym na cel.
onkurs daje pewność siebie. Utwierdziłem się, że chcę się tym zajmować zawodowo: fuzjami,
przejęciami, transakcjami, wycenami. – dodaje Karol Marczewski z „Warsaw Słoics”.
· Participation in a number of on-going M&A; projects incl. support in such tasks as data room
preparation and management, transaction documentation drafting etc.
· Supporting business valuation
· Conducting industry research and analysis
· Market screening for potential targets and investors
· Assisting in pitch books preparation and participation in deal pitches
· Co-operation with other DC Advisory teams across Europe, Asia and US
Analysed panel data for top Electronic companies and prepared reports for managers
• Developed extensive presentations on subject of panel research and its main
properties for top FMCG companies
• Acquired business partners (participants of panel data surveys) and kept contact with
clients
- Involved in 2 sell-side mandates (leading digital marketing services provider and railway
logistics services company)
- Prepared proposals for sell-side and buy-side lead advisory services (companies from
various industries such as fintech,TMT, consumer goods, agriculture and medical
equipment)
- Identified and evaluated potential investors/investment targets and analysed
companies’ business models
- Worked directly with project managers and assisted in deal execution being responsible
for financial statement analysis and multiple-based valuation (market and transaction-
based) preceded by own selection of the peer companies
- Prepared comprehensive industry and company analysis based on performed market
research using EMIS and CapitalIQ platforms
- Involved in indication of key market drivers, legal aspects and forecast prospects for the
industry within the following: Pitch book for a leading FX broker (ECM project) and
Management Presentation for a Real Estate company (M&A project)
- Prepared profiles of self-identified CEE-based investment opportunities and descripted
their business model
- Analysed and gathered appropriate data sets obtained in Bloomberg and EMIS
platforms
Capital Market Leaders Academy (ALKR) is the most prestigious Polish program
established by the Foundation in 2006 with aim to educate future capital market leaders
in Poland. Each year 30 enthusiasts of capital markets including outstanding students
and graduates are admitted to the program out of more than thousand applications.
During two-week program they are educated by top business practitioners and are given
special leadership trainings. All the participants are entitled to internships in top
companies with exposure to local and international market. They form a unique
community which works to develop the Polish capital market and support each other
professionally and personally.
- Conducting financial due diligence process for PE funds and leading companies
- Preparing teasers and presentations to attract potential clients
- Searching the market for new business opportunities, using EMIS, mergermarket.com
and other tools
Lukasz worked as an intern for KPMG where I was Manager. He worked for
the first half of 2017 on the Deal Advisory - Transaction Services team and
was a welcome addition. He proved to be dedicated and committed person
with the great approach to work. His contribution to the due diligence process
for leading companies from various industries was substantial in the success
of those projects. I gladly endorse Lukasz for any position he is qualified.
Member of two dedicated CEE M&A advisory focus groups: 1) FMCG (sector) and 2)
Private Equity (deal flow). Participated in a number of local and cross-border M&A buy-
and sell-side advisory engagements (focus on EV EUR 10-100m, covering FMCG
(consumer business), manufacturing, healthcare and TMT).
ZALETY:
Cierpliwość - dzieci
Dokładność
Dociekliwość
Determinacja
Spostrzegawczość
Transakcje na rynkach kapitałowych, fuzje, przejęcia, transformacje, restrukturyzacje, due dilligence,
wyceny spółek, przeglądy strategiczne i negocjacje. Jeśli podczas czytania powyższych haseł Twoje
serce zaczęło bić odrobinę szybciej – pasujesz do nas.
I am an open-minded and ambitious person who always perseveres to achieve the best
results. I am a CFA Level III Candidate with strong analytical skills, attention to details
and the ability to collect data and solve quickly complex issues. I enjoy overcoming
challenges, I am eager to learn and I have genuine interest in financial markets and
alternative investments. I am also amateur sportsman persistent in achieving long-term
goals.
Goal oriented, very well organised, keeping words and deadlines, comunicative, self-
confident, do not trustanyone who doesn't laugh.
regional Huawei Hub and was focused on strategic consulting for Huawei CEE & Nordics PR
Manager, as well as local PR agencies. The agency was responsible for product campaign
strategies, creation and implementation, including content planning and creation.
I am hard-working student with a constant need of setting new challenges and strong
determination to succeed in capital markets sector. Achieving ambitious goals triggers
me for better work performance and motivates me for efficient time management.
One of Poland's largest PE events featuring case studies, workshops and lectures relating to
Private Equity, Venture Capital and M&A.
My main responsibilities included:
- developing and updating extensive presentations on subject of panel research and its main
properties for top FMCG companies
- implementing a statistical algorithm with use of Gnu R programme, and conducting a
customer retention analysis for a major Polish energy company, streamlining its customer
services operations
- incorporating SPSS analytical software for data mining and statistical analyses on ca. 8000
households panel data
am an ambitious law and finance student with constant need of setting new challenges and
achieving those targets. Diversity of my activities motivates me in creative thinking and better
results of my work. I can be described as open-minded, hard-working and conscientious
person with strong determination to succeed.
I am young, ambitious man who wants to start the career in business consulting and analyze
the companies to help them in facing with their troubles. It is a great pleasure for me, when I
see, that my advices are working. During my life I have crossed the borders of possibility
many times - and I want to do it again. Not only I am the one of the best students in Poland
(awarded by Polish Ministry of Education) but also I have crossed every borders connected
with my disability. I am highly determined to do my best and still improve my skills.
Playing chess by over ten years (on self-professional level) caused, that I have great analytical
and prediction skills. What's more, playing chess developed my creativity and flexibility what
allows me to react immediately when situation changes. In addition, I think that my strategic
thinking and long-term-planning skills are also highly developed.
Fascination with history has also improved my memory and analitycal skills.
What is more, I have graduated the class with extended programme of computer sciences,
what gives me additional advanced skills in MS Office and the basic skills in progamming.
Presently, I am ready to cooperate with everybody who will offer me an interesting
experience.
Investment banking analyst at Vienna Capital Partners, a leading corporate finance and M&A
advisory company in Poland. Scope of responsibilities:
or last 4 years, beside my studies, I have been working in many different places in
multinational teams. All of those experiences let me become more self-reliant and motivated.
I got to know rules that obtain in enterprises where I had to manage a small team of people
and set up schedules for them, which made me well organized. I am highly motivated to learn
new things. I have a good contact with customers. Multitasking is my other advantage and I
am eager to work as much as it is required.
A determined and self-disciplined, intuitive and communicative, enthusiastic and curious, I
have never ceased to enhance my professional and personal pro le, therefore I’m able to
provide the highest quality level of customer service.
- Made market analysis and gathered data about different business sectors
- Researched potential acquisition targets or investors for firm’s clients
- Prepared company teasers and other transaction documentation, supported company
valuation process
Working in a small M&A advisory team. Responsible for preparing teasers and
information memorandums. Taking part in the process of valuation's model preparing.
Assisting in the implementation of projects in the field of capital market advisory -
issue of shares and bonds on the WSE, Catalyst and NewConnect
Assistance in conducting mergers and acquisitions and raising funds in the private
market
Assistance in running investment projects - Seed and Venture Capital and
restructuring of companies
Help in the assessment of companies’ overall performance, financial position and cash
flows
business activities, financial performance and business prospects of businesses
overall performance
cash flows
Research and help in preparing documents for the purpose of projects - models,
presentations, information memorandums, teasers, etc.
- Managing the process of collecting and coding data at the local office of one of the
biggest insurance companies in the CEE region.
- Gathering data and creating an excel benchmark model, comparing 130 products from
13 banks, based on 33 variables.
- Creating excel tools (e.g. CC script generator, merger’s facebook) and conducting
various analysis.
- Monitoring the implementation of a new call center campaign of one of the largest
banks in Poland. - Preparing qualitative analysis of recordings and creating reports
based on SPSS analysis.
- Conducting analysis of polish and european BPO market, calculating indicators for
companies, learning the principles of selected industry sectors, searching for innovations
and trends within industry.