We invest in companies with a solid management team, a strong market position, and the potential for significant local and international growth.
If your company is operating in one of the CEE countries, including Poland, Romania, Slovakia, the Czech Republic, Hungary, Bulgaria, the Baltic States, Slovenia or Croatia and you are looking for a private equity partner, we would like to hear from you!
Please e-mail us your business proposal.
A sound business plan is the key to attracting private equity financing. Entrepreneurs are often nervous about writing such a document, yet they have all the information to hand without even realizing it.
The business plan needs to present the company and its management team. It should explain the market in which the company is operating and the competition, outlining the market opportunities and threats. It should also contain a development plan for the company, including a financial analysis, with projections for the next 3 to 5 years.
How to write a business plan?
The company. We would like to get to know the company we are to invest in. Please provide background information about your company, its principal areas of activity, employment, the structure of income and costs, and the profitability levels of its main products or services.
Management team. We would also like to get to know the managers and find out about their education, career, experience and achievements. It is up to you to convince us that we will be dealing with an effective team of people who have complementary knowledge and skills.
Market opportunities. This is the key part of your business plan, in which you should outline the unique features of your products or services as well as the current and future market situation. Please present your main clients, pricing levels, and distribution channels.
Competition. Apart from presenting your main local and foreign competitors, it would be useful to compare prices, costs, margins, procedures, customer feedback and market research.
Development plan. This part should comprise an investment plan that includes a profitability analysis of the individual components, a marketing plan that outlines your approach to sales, distribution, pricing, and marketing techniques, and an operational plan showing the company structure, communication, management, and employment.
Financial Analysis. This needs to include economic assumptions as well as an income statement, balance sheet and a statement of cash flows. All projections should be based on the company's actual results.
Your business plan should be objective and should not promise too much. The document will form the basis of the company's future annual budgets, so if it is misjudged it could soon lead to disappointment. We will be more readily convinced by realistic assumptions.
Concealing problems or excessive optimism could be damaging for your company, as future investment may prove insufficient in relation to actual needs.
It is always best if the management team, headed by the president, becomes as fully involved as possible in creating the business plan. There is no need to spend vast sums on consultants. We also urge you not to become carried away with form and risk losing sight of content. The latest presentation technology is not what really matters.
Private equity represents much more than just money. When we invest in your company you gain a business partner that helps you adopt the long-term view.
If you find our proposition attractive and convincing please call one of our investment team members to discuss your proposal.
We supply the capital and share the risk
We do not have to raise capital, as we already have funds waiting to be invested. We are prepared to take the risk together with you when investing in your project, even if we can never be one hundred percent sure of its ultimate success.
Use our knowledge and experience to your advantage
We are experienced in financing the development of private firms, buyout transactions, and restructurings. Our investment team has pioneered new concepts in financing and managing companies in Central and Eastern Europe. We have contributed to establishing the current market position of some of Poland's leading companies.
We are a patient and flexible investor
We know that we cannot expect immediate results and we take a medium- to long-term view when assessing investments. We are not involved in the day-to-day running of our portfolio companies, but we work closely with their management teams, playing an active role in board meetings and offering our know-how. Our long-term goal is to maximize the value of each company.
We never leave our partner in trouble
Working with management teams through regular meetings, we present our ideas, share our own experience and offer access to specialists from western markets who can take care of the financial, marketing and employment issues.
We are active and creative in avoiding problems in the business; we work with the management to define the source and nature of any potential problem.
We discuss our exit strategy openly
We discuss exit issues at the beginning of our cooperation. We can help your company to organize an IPO or attract a strategic partner. The management teams of our portfolio companies often become owners of the companies through stock option programs.