Sale of 100% shares to NEUCA Group, the biggest wholesaler of pharmaceuticals in Poland

Advisor to MTZ Clinical Research

Warsaw, January 2021

Akwizycja Baltona S.A.

Doradca PPL

Warszawa, marzec 2020

Sale of the controlling stake to Nemera

Transaction Advisor to the senior debt provider

Szczecin, October 2020

Acquisition of Ampuero Industrial,
window producer in Cantabria, Spain

Transaction advisor to Oknoplast sp. z o.o.

Bilbao, November 2020

Sale of 85% shares to a private investor

Exclusive transaction advisor to the Seller

Warsaw, June 2019

Sale of 100% shares to Erekta Budownictwo Sp. z o.o.

Exclusive transaction advisor to the Seller

Warsaw, July 2019

Sale of 70% shares to White Stone Development Sp. z o.o

Exclusive transaction advisor to the Seller

Warsaw, August 2019

Sale of 100% shares to Mezzanine Management and a group of private investors

Exclusive transaction advisor to Bounty Brands

Warsawm, December 2019

Sale of technology and US market rights to Boral Ltd

Exclusive transaction advisor to LSA Sp. z o.o.

Warsaw, April 2019

Second round of financing

Exclusive transaction advisory to Biotrem sp. z o.o.

Warsaw, August 2018

Sale of a controlling stake in Nowy Adres
to Międzynarodowe Targi Poznańskie Sp. z o.o. (MTP)

Transaction value undisclosed
Exclusive financial advisor to Nowy Adres S.A.

Warsaw/Poznan, January 2018

Sale of 95% shares in
IT Kontrakt Sp. z o.o.
to Oaktree Capital Management/
Cornerstone Partners

Transaction value: PLN 148m
Exclusive transaction advisor to
Work Service S.A.

Warsaw, announced in April 2017

Purchase of an enterprise
of Mosso Kwasniewscy sp. j.

Exclusive transaction advisor
to Kewpie Corporation

Warsaw / Tokyo, January 2017

Obtaining a 5-year syndicated loan

Value: PLN 130 212 000
Sole financial advisor to the
Management Board of Piast Pasze

Warsaw / Lewkowiec, December 2016

Sale of 100% shares
of Sequence sp. z o.o.
to PharmaExpert Sp. z o.o.

Exclusive transaction advisor to the shareholders of Sequence

Warsaw, August 2016

Sale of 100% shares in
Metrohouse Franchise S.A.
to Duna House Holding Nyrt.

Exclusive financial advisor to the
shareholders of Metrohouse

Warsaw, April 2016

Attracting M&A FDI in Kazakhstan in agri production, processing and retailing

Azimutus advised OECD and Kaznex Invest

Paris / Astana, October 2014 – February 2016

Commercial due diligence leading to the acquisition of CTL Logistics Group from Bridgepoint

Transaction value: undisclosed
Azimutus advised Compass Partners

Warsaw, February 2016

Purchase of 100% shares in
CDA Group Ltd

Transaction value:
GBP 24.3m
Transaction advisor to Amica Wronki S.A.

Warsaw, November 2015

Commercial due diligence of
an investment project in
the transportation sector

Advisor to PIR

Warsaw, November 2014 - January 2015

Sale of 100% shares in Agro Provimi sp. z o.o.
to PKM Duda S.A.
for PLN 28.1 milion

Cargill Poland was advised by Azimutus

Warsaw, September 2015

Commercial due diligence and PMI plan of Artur, a Polish cookie producer

Advisor to Dr Gerard

Warsaw, July 2015

Acquisition of 40% shares in Everytap

Advisor to TVN Ventures in selected stages of the transaction process

Warsaw, September 2015

Fairness opinion related to a divestment of Małpka Express convenience stores

Transaction value: PLN 362m
Project sponsored by the CFO

Warsaw, February 2015

Purchase of 100% shares in the Danish company Miitors ApS

Transaction value: EUR 7m
Exclusive transaction advisor to Apator Powogaz S.A.

Aarhus, April 2015

Implementation of a new sales management methodology for trucks in the Polish sales network

Project sponsored by Truck Sales Director

Poland, March 2013 – January 2014

Annual Group strategy review across European markets

Project sponsored by the CEO

Hamburg, May 2014. Petersburg, May 2013. Baveno, May 2012

Fairness opinion

Warsaw, March 2014

Evaluation of additional business growth opportunities

Project sponsored by the Management Board

Warsaw, 2014

Evaluation of recycling certificates market

Project sponsored by the Management Board

Warsaw, October – November 2013

Sale of 100% shares in 5 companies comprising Gra Group to Multimedia sp. z o.o. (RMF Group)
Enterprise value: PLN 9 million

Exclusive financial advisor to Mecom Group plc, owner of Media Regionalne sp. z o.o.

Warsaw, March 2013

Sale of 100% shares in Media
Regionalne sp. z o.o.
to Polskapresse sp. z o.o.
Expected equity value: PLN 88 million

Financial advisor to Mecom Group plc, owner of Media Regionalne sp. z o.o.

Warsaw, October 2013

Expansion capital of PLN 105 million by PineBridge Investments for 20% shares

Exclusive financial advisor to
Work Service S.A.

Warsaw, March 2013

Purchase of the production plant from Okna Rąbień

Exclusive financial advisor to Oknoplast sp. z o.o.

Rąbień, Maj 2013

Valuation of five subsidiares

Project sponsored by the Head of M&A Department

Warsaw, August – October 2012

Analysis of the transport services market

Project sponsored by the CEO

Warsaw, September – October 2012

Analysis of the energy sector in relation to the demand for railway transport services

Project sponsored by the CEO

Warsaw, July – August 2012

Sale of 50% + 1 share in Carint Scanmed sp. z o.o. by Scanmed S.A. to American Heart of Poland
Equity Value: PLN 32 mln

Exclusive financial advisor to Scanmed S.A.

Cracow, March 2012

Commercial due diligence of an Italian home appliance producer

Project sponsored by CEO

Wronki, September – October 2012

Commercial due diligence of an Ukrainian home appliance producer

Project sponsored by CEO

Ukraine, November 2011 – Jan 2012

Sale of 85% shares in Zakłady Tłuszczowe w Bodaczowie sp. z o.o.
to Glencore Corporation

Project sponsored by KTS s.a.r.l.
majority shareholder

Warsaw, December 2011

Analysis, recommendation of actions and monitoring in relation to a debtor from the agricultural sector

Project sponsored by Debt Collection and Restructuring Department

Warsaw, June 2010 – May 2011

Podium 2012 (innovative customer service improvement programme) project management in Poland, Russia, Czech Republic and Slovakia

Project sponsored by PSA Central (France)

Warsaw, August 2010 – June 2011

Formulation of corporate strategyfor 2012 – 2016
Facilitation of debt financing

Project sponsored by the Management Board

Warsaw, December 2010 - February 2011

Formulation of sales strategy via
e-commerce channel and assessment of investment opportunities in e-commerce sector

Project sponsored by the CEO

Warsaw, November - December 2011

Audit of quality standards implementation in all dealerships in Poland

Project sponsored by the Quality Department

Warsaw, January – February 2011

Formulation of corporate strategy
for 2012 - 2015

Project sponsored by the Management Board

Warsaw, May – June 2011

Creation of an option stock plan for the Management Board members
Setup of a share buy-back programme

Project sponsored by CEO

Warsaw, April – May 2011

Operational improvements resulting in shortening of production lead times

Project sponsored by Michelin France

Warsaw, November 2009 – June 2010

USD 77.7 million Sale
of Organized Part of the Enterprise

Exclusive financial advisor to
Amica Wronki S.A.

Warsaw, March 2010

Development of an improvement plan and a new budget; preparing implementation of improvement initiatives

Project sponsored by the University Director

Warsaw, December 2008 – January 2009

USD 3.6 million Sale
of Organized Part of the Enterprise and 88% of shares
to LUX MED Sp. z o.o.

Exclusive financial advisor to the owner, Trinity Parish in Warsaw

Warsaw, October 2009

Acquisition target search
Preparation of a Joint-Venture arrangement with a pre-selected target

STACI Polska S.A. was advised by

Warsaw, June 2008 – February 2009

Organizational structure optimization and employment benchmarking

Project sponsored by the University Director

Warsaw, January – March 2009

Implementation of controlling operations in a company supervising construction of EURO 2012 football stadiums

Project sponored by the Management Board

Warsaw, January – February 2009

Value undisclosed
Sale of 100% shares
to Max-Energo Sp. z o. o.

Exclusive financial advisor to the sellers

Warsaw, June 2009

Evaluation of a selected Polish industry sector in terms of investment potential and market attractiveness

Doradca funduszu Mid Europa

Warsaw, July 2009

Value undisclosed Acquisition
of 35.15% shares in privatization
by KPB S.A. from State Treasury

Exclusive financial advisor to Krośnieńskie Przedsiębiorstwo Budowlane S.A.

Warsaw, July 2009

Growth strategy and development of KPIs for strategy implementation

Project sponsored by the Management Board

Warsaw, March - June 2009

Value undisclosed
Sale of 100% shares
to Arteria S.A.

Exclusive financial advisor of the seller, Anthill Customer Services International A.B.

Warsaw, March 2009

Project Management Office
Improvement of cost allocation

Project sponsored by the shareholders

Warsaw, July 2008 - September 2009

Creation of strategy for the Group
Improvement of sales and production activities

Project sponsored by the shareholders

Warsaw, July 2008 - September 2009

Creation of a KPI system supporting the EVA-oriented result strategy

Project sponsored by the Head of BRE Bank HR Department

Warsaw, June 2009

Evaluation of selected Polish industry sectors in terms of investment potential and market attractiveness

Advent International was advised by

Warsaw, January – February 2009

USD 3.5 million
Sale of 57% shares
to TUP S.A.

Exclusive financial advisor of X-press Couriers

Warsaw, March 2008

Development of a Management by Objectives (MBO) system
Definition of strategic goals and KPIs for senior and mid-level executives

Project sponsored by the CEO

Warsaw, December 2007 – March 2008

Diagnosis of purchasing cost reduction potential
Organization of tenders and electronic auctions for selected cost categories

Project sponsored by the CEO

Warsaw, December 2007 – March 2008

Preparing the opening balance sheet - analysis of the financial situation

Project sponsored by the University Director

Warsaw, November – December 2008

18-month support in sales, marketing, product management and customer operations

Project sponsored by the GM

Warsaw, March 2007 – September 2008

Financial analysis and recommendation of changes to the project of rail communication of Warszawa - Okecie airport

Project sponsored by the CEO

Warsaw, July – August 2008

Purchasing optimization

Project sponsored by the CEO

Warsaw, April – June 2008

Evaluation of a potential investment in innovative packaging production
Assessment of potential ad-on diversification investment opportunities

Project sponsored by the CEO

Warsaw, March – May 2008

USD 7.7 million
Merger

Exclusive financial advisor to both sides in merger process

Warsaw, June 2008

Expansion capital - 33% shares
to BZ WBK Inwestycje
sp. z o. o.

Exclusive financial advisor to Metrohouse S.A.

Warsaw, July 2008

USD 17.2 million
Brownfield market entry
and asset acquisition
from Ceramika Tułowice s.c.

Exclusive financial advisor to Exlabesa

Warsaw, May 2008

Development of a regional strategy; analysis of expansion potential

Project sponsored by the country General Manager and global Board Member

Warsaw, January – August 2008

Investment target search
in 18 sectors

Commercial and business due diligence of selected 10 targets

Southberg was advised by:

Warsaw, June 2006 – June 2007

Analysis and improvement plan for management board regarding organizational processes

Project sponsored by the Bank’s owner and Supervisory Board

Warsaw, August – September 2007

Valuation of a subsidiary

Sando Inmobiliaria was advised by

Warsaw, November – December 2007

Analysis of potential acquisition targets in Poland

Project sponsored by the CEO

Warsaw, October 2007

Support in selected strategic initiatives in the area of HR and organizational efficiency as well as sales support

Project sponsored by the country GM

Warsaw, January – August 2007

Running an external project management office responsible for implementation of strategic initiatives

Project sponsored by the country GM

Warsaw, January – August 2007

Organizational diagnosis of top management issues

Project sponsored by the country GM

Warsaw, January – August 2007

Preparation for Polish market entry

Project sponsored by the Management Board

Warsaw, March – May 2007

Market demand analysis and creation of an incentive programme for commercial banks to distribute a World Bank product

Project sponsored by the Washington DC representatives

Warsaw, August 2006 – April 2007

Investment project valuation
and proposal of conditions
for a joint-venture

The Italian parent company and the Polish subsidiary

Warsaw, June – December 2006

Employment level optimization
in one selected department

Project sponsored by Division Director

Warsaw, October – November 2006

Creation of a new operational and compensation system for agent sales channel

Project sponsored by the Management Board Member responsible for Sales

Warsaw, June 2005 – May 2006

Financial analysis of cooperation model in use between Ministry of Transport and Polska Wytwornia Papierow Wartosciowych regarding production of cards to digital tachographs

Project sponored by the Ministry of Transport

Warsaw, November – December 2006

Development of a 5 year strategy, market analyses, financial modelling, management workshops

Project sponsored by the CEO

Warsaw, March – July 2006

Company valuation

Warsaw, October – December 2005

Company valuation

The shareholders of the company

Warsaw, December 2005

Organizational change to improve sales processes
Setting-up of KPI for key employees

Project sponsored by the CEO

Warsaw, April – July 2005

Optimization of customer operations and sales support; design of sales support tools and CRM

The Sponsor - Management Board

Warsaw, July – August 2004