Financial advisory to the shareholders of Bielenda Kosmetyki Sp. z o. o. on partnering with financial investor, Innova Capital

FIDEA acted as an exclusive financial advisor to the shareholders of Bielenda Kosmetyki Naturalne Sp. z o. o., on partnering with a financial investor, Innova Capital.

(more…)

Financial advisory to the shareholders of SaneChem on soliciting a financial investor, Diversey

FIDEA acted as an exclusive financial advisor to SaneChem Sp. z o.o. and its owners on a sale to a strategic investor – Diversey, a global leader in high performance hygiene, infection prevention and cleaning solutions for the Institutional and Food & Beverage markets. The transaction was closed in December 2020.

(more…)

Financial advisory to Orkla Care S.A. on divestment of Polish skin care business

FIDEA acted as an exclusive financial advisor to Orkla Care S.A. on divestment of the Polish skin care business, including the Soraya and Dermika brands, to trade investor Bielenda Kosmetyki Naturalne Sp. z o.o.

(more…)

Financial advisory to Medicover on acquisition of Neomedic Group

FIDEA acted as an exclusive financial advisor to Medicover on acquisition of Neomedic Group, a leading neonatology and obstetrics hospital group in southern Poland.

(more…)

Financial advisory to the owner of Sonko Sp. z o.o. on partnering with strategic investor, OSHEE Polska Sp. z o.o.

FIDEA acted as an exclusive financial advisor to the owner of Sonko Sp. z o.o. on partnering with strategic investor, OSHEE Polska Sp. z o.o.

(more…)

Financial advisory to a private investor on acquisition of Sonko Sp. z o.o.

FIDEA acted as an exclusive financial advisor to a private investor on acquisition of Sonko Sp. z o.o. from Bounty Brands, a South-African consumer goods company.

(more…)

FIDEA advises VELAS Sp. z o.o. in a sale process of a minority stake in Rockfin Group to Tar Heel Capital

In December 2018, FIDEA acted as an exclusive financial advisor to VELAS Sp. z o.o. in a sale process of a 40% stake in Rockfin Sp. z o.o. to Tar Heel Capital, a private equity fund.

(more…)

FIDEA advises OSHEE Polska Sp. z o.o. on partnering with financial minority investors

FIDEA acted as an exclusive financial advisor to the shareholders of OSHEE Polska Sp. z o.o. („OSHEE”), on the minority investment of Innova Capital and UNO Capital.

(more…)

FIDEA advises Trec Nutrition Sp. z o.o. on attracting strategic investor

In September 2018 Aflofarm Farmacja Polska Sp. z o.o. acquired Trec Nutrition Sp. z o.o., one of the leading producer of sports supplements in Poland.

(more…)

FIDEA advises OSHEE Polska Sp. z o.o. on the acquisition of Kinga Pienińska brand

FIDEA acted as an exclusive financial advisor to OSHEE Polska Sp. z o.o. on the acquisition of 100% stake in GFT GOLDFRUCT Sp. z o.o., the owner of the “Kinga Pienińska” brand.

(more…)

FIDEA advises Mosso Kwaśniewscy sp.j. on attracting strategic investor

In January 2017 Kewpie Corp. acquired Mosso Kwaśniewscy sp.j., one of the leading producers of condiments in Poland.

(more…)

FIDEA advises Torf Corporation on attracting financial investor

FIDEA acted as an exclusive financial advisor to Torf Corporation – Fabryka Leków Sp. z o.o.(„TORF”), one of the leading cosmetics producers in Poland, and its shareholders on partnering with a financial investor – Resource Partners.

(more…)

Acquisition of a majority stake in Strategix Group

In January 2016 CFT Inc. acquired a majority stake in Strategix Enterprise Technology GmbH and Strategix Sp. z o.o (jointly” “Strategix Group”), an international IT consulting boutique and software-reselling firm.

(more…)

FIDEA advises Enovatis S.A. on attracting strategic investor

In December 2015, Grupa Wirtualna Polska acquired a 100% stake in Enovatis S.A., the largest Polish online travel agency.

(more…)

Sale of Sonko to Bounty Brands

In November 2015, Bounty Brands acquired a 100%  stake in Sonko Sp. z o.o., a leading producer of healthy foods in Poland. The transaction is the first international acquisition and first food deal for Bounty Brands, a portfolio company of Coast2Coast.

(more…)

FIDEA advises Casus Finanse S.A. on attracting strategic investor

In August 2015, Lindorff Group acquired a 100% stake in Casus Finanse S.A., a leading receivables management company in Poland.

(more…)

Arrangement of bank financing for American Heart of Poland

In April 2015, AHP Group and a bank consortium consisting of Bank BGŻ BNP Paribas S.A., Bank Millenium S.A., Bank Zachodni WBK S.A., Société Générale S.A., as well as European Bank for Reconstruction and Development, signed a credit facilities agreement in the amount of PLN 496 million.

(more…)

Arrangement of financing for Szpitale Polskie

In January 2015, Szpitale Polskie S.A. and a leading private equity firm Oaktree Capital, signed an agreement securing new funds to finance the Company’s further development. FIDEA acted as the sole financial adviser of Szpitale Polskie.

Life Healthcare Group acquires majority stake in Scanmed Multimedis

In April 2014 Life Healthcare Group, through its wholly owned subsidiary, acquired 80.65% of shares in Scanmed Multimedis S.A., one of the leading private healthcare service provider in Poland. Scanmed Multimedis operates both in inpatient and outpatient care segment through: a 130 bed multidisciplinary acute hospital in Krakow, a 22 bed specialist ophthalmological hospital and 23 medical centers, which offer outpatient care and diagnostic services in Poland’s main cities, including: Warsaw, Gdansk, Poznan, Wroclaw, Katowice and Krakow.

(more…)

American Heart of Poland purchases the majority stake in Swissmed Vascular

In August 2013, American Heart of Poland S.A. (AHP) signed an agreement on the basis of which there has been an increase in the share capital of Swissmed Vascular Sp. of o.o. – a company providing interventional cardiology, vascular surgery and cardiac surgery treatment based on contracts with the National Health Fund, as well as outpatient specialist care in the field of cardiology.

(more…)

FIDEA advises Rockfin Sp. z o.o. on attracting financial investor

In June 2013, private equity fund Tar Heel Capital acquired a 60% stake in Rockfin Sp. z o.o, one of the world’s leading producers of hydraulic oil systems, lubrication systems and industrial oil filtration and maintenance systems for the power, oil & gas and paper industries.

(more…)

FIDEA among the leading M&A advisors in MergerMarket ranking

FIDEA currently holds fourth place in the ranking of M&A advisory firms with respect to transactions with Polish buyers or targets with deal value of up to EUR 250 m. The ranking comes from MergerMarket, a specialized M&A news service arm of the Financial Times Group.

(more…)

FIDEA assists AHP in the negotiations of the Carint-Scanmed transaction

On March 20 2012 AHP Inwestycje sp. z o.o., a company controlled by American Heart of Poland S.A., purchased 50%+1 of shares in Carint Scanmed Sp. z o.o. from Scanmed S.A. Carint Scanmed offers comprehensive diagnostic and hospital cardiology treatment in the Hospital of Saint Raphael in Cracow.

(more…)

Marek Dojnow among the most influential business people in Poland

Marek Dojnow, founder and head of FIDEA, was named one of the most influential business people in Poland according to “Księga Biznesu A.D. 2012” – special issue published by Forbes magazine.

(more…)

FIDEA advises American Heart of Poland on attracting Advent International as an investor in the largest healthcare transaction in Poland this year

In October 2011r. signing of an investment agreement between American Heart of Poland S.A. (AHP), a leading operator of cardiovascular treatment units in Poland and Advent International, the global private equity firm, has been announced.

(more…)

McCormick finalises the acquisition of Kamis

After more than two months from signing the transaction documentation related to the acquisition of shares in Kamis S.A., unquestionable leader in the Polish spices and seasonings market by McCormick & Company, Incorporated, global leader in spices and flavor products, the parties managed to successfully close the transaction.

(more…)

FIDEA advises Kamis S.A. shareholders on attracting a strategic investor

After a detailed analysis of strategic growth opportunities, shareholders of Kamis S.A. decided to partner a strategic investor, McCormick & Company, Incorporated – a global leader in spices and flavor products.

(more…)

ArcelorMittal takes over the Polish part of the distribution business of Cognor S.A.

In May 2011 Cognor S.A. finalized the sale of its Polish distribution assets to ArcelorMittal Group companies.

(more…)

FIDEA advises Cognor S.A. on sale of the international part of distribution business

In February 2011 after less than two months after signing of the conditional sale agreement of 100% shares in Cognor Stahlhandel GmbH between Cognor S.A. and Złomrex S.A. on one side, and Eff eins Beteiligungsverwaltung GmbH and Eff zwei Beteiligungsverwaltung GmbH on the other side the parties managed to successfully close the transaction.

(more…)

FIDEA advises Bakalland S.A. on the acquisition of Pifo Eko-Strefa

On January 31st 2011 Bakalland S.A., leader of the Polish delicacies market, purchased 99,95% shares in “PIFO” EKO-STREFA from two individuals, Mr. Sławomir Ryczkowski and Mr. Sebastian Ryczkowski for PLN 57m.

(more…)

FIDEA advises Cognor S.A. on sale of the international part of distribution business

In February 2011 after less than two months after signing of the conditional sale agreement of 100% shares in Cognor Stahlhandel GmbH between Cognor S.A. and Złomrex S.A. on one side, and Eff eins Beteiligungsverwaltung GmbH and Eff zwei Beteiligungsverwaltung GmbH on the other side the parties managed to successfully close the transaction.

(more…)

FIDEA advises Bakalland S.A. on the acquisition of Pifo Eko-Strefa

On January 31st 2011 Bakalland S.A., leader of the Polish delicacies market, purchased 99,95% shares in “PIFO” EKO-STREFA from two individuals, Mr. Sławomir Ryczkowski and Mr. Sebastian Ryczkowski for PLN 57m.

(more…)

FIDEA advises Złomrex S.A. on sale of the international part of distribution business of Cognor S.A.

In December 2010 Złomrex S.A. and  Cognor S.A. signed an agreement with two companies Eff eins Beteiligungsverwaltung GmbH and Eff zwei Beteiligungsverwaltung GmbH to sell 100% of shares in Cognor Stahlhandel GmbH group for EUR 32.7m.

(more…)

FIDEA advises Złomrex S.A. on sale of the Polish distribution business of Cognor S.A.

In November 2010 companies from Cognor S.A. group signed an agreement with ArcelorMittal based on which Cognor will sell assets accounting for majority of its Polish distribution business for ca. PLN 177.6m.

(more…)

New headquarters of FIDEA

After almost five years spent at Liberty Corner at Mysia Street we moved our office to Zaułek Piękna building at Piękna 18 Street. Our clients and partners will be pleased not only from cooperation with us, but also from larger office space and bigger number of conference rooms available. Our team is already enjoying amenities of the new office! Welcome to new FIDEA headquarters.

FIDEA advises J&S Energy S.A. on the arrangement of financing of fuel obligatory reserves in the amount of USD 160m

In December 2009, after record quick negotiations, J&S Energy S.A. and bank syndicate consisting of BNP Paribas S.A., Bank Pekao SA, Societe Generale S.A, RBS Bank (Polska) S.A. and ABN Amro Bank N.V. signed credit agreement in the amount of USD 160m financing fuel obligatory reserves and financial instruments hedging against risk of fuel price movements.

(more…)

FIDEA advises Agros Nova on the acquisition of the Polish food business of Orkla Group

After almost a year since signing the transaction of purchase of two companies from Orkla Group, Kotlin and  Elbro, by Agros Nova, on 1st of July the parties successfully closed the transaction.

(more…)

FIDEA helps in the process of consolidation of Polish e-tourism market, the merger of Wakacje.pl and EasyGo.pl

Mega merger in e-tourism – these were media comments after the official announcement of the merger of Wakacje.pl and EasyGo.pl signed on 27th of June.

(more…)

FIDEA advises Gino Rossi SA on the change of terms and conditions of bank financing

In May and June 2009 Gino Rossi SA signed agreements pertaining to restructuring its financial indebtness with all the banks financing the company, i.e. Alior Bank, DnB Nord, ING Bank Śląski, Pekao SA and PKO BP.

(more…)

FIDEA advises Rockfin on restructuring of bank financing

In January 2009 Rockfin Sp. z o.o., a company active in design, production and service of hydraulic oil systems for power and oil&gas sectors, agreed on financial restructuring terms with four banks.

(more…)

Third Place for FIDEA in the ‘Mid- Market M&A Review” by Thomson Financial for 2007

According to Thomson Financial’s Mid-Market M&A Review for 2007 FIDEA was ranked 3. in the ‘Eastern Europe Rankings’ category for transactions of up to 100 million USD.

(more…)

FIDEA advises companies which have been affected by losses from derivative transactions and hints that the Government establish special fund which will help systematically resolve financial problems of companies and banks connected with this issue

Companies that entered into unfavourable options should not wait passively. Financial loss can be minimized by such measures as i.a.: adjusting delivery date of contracts, optimal choice of financial instrument eliminating currency risk, agreeing a longer debt repayment schedule, partial write-off of financial indebtness, debt to equity swaps or negotiating particular financial terms with banks. Ministry of Economy should consider launching a special fund aiming at refinancing of losses transpiring from  options – FIDEA Corporate Finance experts suggest.

(more…)

FIDEA helps ERBUD close derivative transactions limiting growing loss

On 21 November, 2008 ERBUD closed all outstanding derivative transactions with Bank Millennium suffering a total loss of PLN 47.450.000. 

(more…)

KOFOLA-HOOP S.A. gains new shareholder – Polish Enterprise Fund

On 29 September, 2008 two shareholder-founders of HOOP S.A. (currently KOFOLA-HOOP S.A.), Dariusz Wojdyga and Marek Jutkiewicz, on one side and Polish Enterprise Fund VI (PEF) on the other, entered into a binding agreement based on which PEF will acquire, through a public tender offer, their shares constituting almost 30% of the share capital of KOFOLA-HOOP S.A. 

(more…)

Kotlin and Elbro to enter Agros Nova capital group


On August 21st, 2008, Agros Nova, one of the leading Polish companies specialising in fruit and vegetable processing, signed an agreement to purchase two domestic companies operating in the food sector: Kotlin and Elbro from the Norwegian conglomerate Orkla Brands International.
 

(more…)

EGM of Hoop S.A. approves merger with Kofola Group

On the 31st of March 2008 Exceptional General Meeting of Hoop S.A. approved the merger between Hoop and Kofola SPV Sp. z o.o., the owner of 100% shares of Kofola Holding a.s. 

(more…)

Polkomtel acquired stake in Liberty

Polkomtel S.A. (“Polkomtel”) and Telera Holding B.V., concluded a contract on the 6th of March, on the acquisition of a 38.42% interest in Liberty Poland S.A. (“Liberty”) by Polkomtel S.A. The transaction is connected with an exit of Innova 98/L.P. fund from its investment in Liberty. Innova 98/L.P. is managed by Innova Capital (“Innova Capital”). As a result, Telera Holding B.V. and Polkomtel S.A. will jointly control 100% of Liberty shares.

(more…)

FIDEA – Nr 1 Financial Advisor in Poland in 2007

According to Forbes magazine, FIDEA was number one advisor for mergers and acquisitions in Poland in 2007. This was the record year for mergers and acquisitions in Poland. The transactions value reached almost PLN 40 billion.

(more…)

FIDEA nominated to the Prestigious Award of “Financial Advisor of the Year for Central and Eastern Europe” for 2007

The organisers of The Financial Times and Mergermarket M&A Awards selected FIDEA as a candidate to the prestigious “Financial Advisor of the Year for Central and Eastern Europe” award for 2007. FIDEA was shortlisted amongst 5 best advisors – in principle, among reputable global investment banks only.

(more…)

Hoop S.A. signed the merger plan with the Kofola Group

On the 27th of November 2007 a merger plan between Hoop S.A. and Kofola SPV Sp. z o.o., the owner of 100% shares at Kofola Holding A.S. was signed. According to the plan, in exchange for the transfer of all assets of Kofola SPV to Hoop, KSM Investment S.A., as the sole owner of Kofola SPV, will be issued new shares representing a total of 49.99% in Hoop’s equity after the merger.

(more…)

Cersanit takes over 5 companies producing and distributing ceramic tiles in Russia

On 9th October 2007 Cersanit S.A. acquired the leading Russian ceramic tiles producer and distributor Lira Group, embracing five operating entities: Avtis, Zolotoy Iris, Tiles Trading, Lira Trade and Frianovo Ceramic Factory (“Lira Group”).

(more…)

Złomrex closed the acquisition of steel trading arm of Stalexport S.A. for a total consideration of PLN 122.5m

On 1st October 2007 Złomrex S.A. successfully closed the acquisition of Stalexport’s division involved in production and distribution of steel products.

(more…)

Wakacje.pl changes the owner

On September 21, 2007 a group of investment funds completed the acquisition of the travel portal Wakacje.pl, from its founders – Mariusza Panek and Michał Kaczorowski. The parties decided not to disclose the value of the transaction. FIDEA acted as financial advisor to the buyers.

(more…)

Magellan Pro Equity Fund I completed the deal with Mondi Packaging Group to divest a corrugated board and packaging producer – Ultra Pack S.A.

On 31st August 2007 Magellan Pro Equity Fund I S.A., a fund managing investment portfolio of Michal Solowow, completed the sale transaction of Ultra Pack S.A. to Mondi Packaging Poland B.V.

(more…)

Bank DnB NORD successfully closed the takeover of Bank BISE

On April 26, 2007 Bank DnB NORD successfully closed the purchase of 76% of shares in Bank BISE from Credit Cooperatif and Industrial Development Agency.

(more…)

Zlomrex – Finalisation of the voestalpine Stahlhandel GmbH Group acquisition

On the 28th of March 2007 Zlomrex completed the acquisition of a 74.9% share in voestalpine Stahlhandel, the steel distribution business of the Austrian voestalpine Group.

(more…)

Sonda and Agros Nova successfully completed a leveraged buy-out of Enterprise Investors funds

On the 28th of February 2007 the acquisition of a 60% of shares in Agros Nova owned by Enterprise Investors was completed. As a result of the transaction, Sonda became an almost 100% shareholder of Agros Nova.

(more…)

ZT Kruszwica singed merger plan with Ewico, ZPT Olvit and Olvit Pro

In June 2006 Polish edible oil sector leaders: ZT Kruszwica SA, Ewico Sp z o.o., Olvit-Pro Sp. z o.o. and ZPT Olvit Sp. z o.o. announced the merger plan in relation to the merger process of the above companies. As a result, the combined entity will be the largest edible oil producer in Poland with an estimated annual turnover amounting to PLN 1.5 bln.

(more…)

Exatel – successful exit from Pro Futuro

On the 22nd of May 2006, an agreement concerning Exatel’s sale of shares and bonds of Pro Futuro was reached. Following over six month long negotiations with various turns, Exatel managed to get back the full value of its financial investment in Pro Futuro.

(more…)