Services

IPOPEMA provides comprehensive advisory services relating to the preparation of public market transactions, in particular:

• Initial public offerings (IPOs)
• New issues of shares in public companies
• Exits from investments for major shareholders/founders of public companies
• Advisory assistance on stock option and incentive schemes

The scope of our services related to the above transactions includes:

• Complete organisation and supervision of the issue process; coordination of work of the other participants in the process
• Assistance in the selection of other institutions whose services are required to complete the transaction
• Valuation of the company
• Financial advisory (including assistance in preparing financial projections and defining the structure and size of the offering)
• Advisory on ensuring compliance of the company's internal policies with the prevailing corporate governance rules
• Coordination of the prospectus drafting process, including the drafting of the sections describing the company's business
• Preparation of presentations for investors; organisation of a roadshow
• Preparation of a research report
• Cooperation in preparing and submitting the required documents with the relevant capital market institutions (Financial Supervision Commission, Polish National Depository for Securities, Warsaw Stock Exchange

Additionally, we provide comprehensive advice to our clients - both before and after the IPO - on building company value on the capital market. 

As part of providing services pertaining to mergers and acquisitions, IPOEPMA Securities offers comprehensive services - from preparation works, through coordination of works of other advisors and support for the company during the whole process, to help in negotiations and supervision on completion of the transaction. 

The range of advisory services, addressed both to public and private market customers, includes:

• Identification of acquirers/acquisition targets
• Advisory on a transaction execution strategy
• Valuation of the company to be sold/the acquisition target
• Preparation of the Information Memorandum
• Structuring of the transaction
• Assistance in the preparation of indicative and binding bids
• Organisation of the due diligence process
• Coordination of work of other institutions involved in the transaction (auditors, legal advisers, tax advisers, industry experts)
• Arrangement of acquisition financing
• Assistance in negotiations
• Comprehensive management and supervision of the transaction
• Services related to tender offers for shares (in the case of public companies)

IPOPEMA's key asset in the field of M&A advisory services is its direct access to a broad range of European and non-European companies (including both acquisition targets and prospective strategic partners) operating in selected sectors, thanks to IPOPEMA's partnership in Mergers Alliance - a group of independent corporate finance specialists providing advice to clients who require an international reach for their M&A strategies.

he members of Mergers Alliance  are independent specialists with excellent expertise in local markets. A company seeking to join the organisation has to meet stringent criteria which guarantee the highest quality of customer service and synergies from cooperation in joint deal execution. The value of transactions completed by the members of Mergers Alliance  in 2009 was in excess of EUR 2.1 B.

Mergers Alliance partners' offices can be found all over the world:

• Australia - Melbourne
• Benelux - s'Hertogenbosch
• Brazil - Rio de Janeiro
• Canada - Toronto
• Colombia - Bogota
• Germany - Frankfurt
• India - Bombay, New Delhi, Bangalore, Calcutta
• Italy - Milan, Bologna
• Japan - Tokyo
• Mauritius
• Poland - Warsaw
• Russia - Moscow
• South Africa - Johannesburg
• Spain - Madrid, Barcelona, San Sebastian, Bilbao
• Sweden - Stockholm
• Turkey - Istanbul
• USA - New York, Miami, Boston, Burlington, Denver, Orange County, Palm Beach
• The United Kingdom - London, Birmingham, Nottingham

IPOPEMA provides comprehensive advisory services related to fundraising through bond issues, particularly on the public market, including issues of convertible bonds.

Our services in this area include:

• Analysis of the company's standing and preparation of a capital raising strategy
• Organisation and supervision of the issue process; coordination of work of the other participants of the process
• Assistance in the selection of other institutions whose services are required to execute the transaction
• Financial advisory (including assistance in preparing financial projections)
• Advice in constructing the terms of issue
• Participation in preparation of the offering documentation
• Roadshow organization
• Cooperation in preparing and submitting the required documents to the relevant capital market institutions
• Placement of the offering

IPOPEMA provides advisory services related to raising capital on the private market, including in particular from private equity funds and by way of pre-IPO issues. As part of transactions of this type, IPOPEMA also advises its clients on leveraged buy-outs (LBOs), including management buy-outs (MBOs).

 IPOPEMA services in this area include:

• Analysis of the company's standing
• Preparation of a transaction execution strategy
• Financial advisory (including assistance in preparing financial projections and a feasibility study)
• Valuation of the company
• Preparation of a business plan/information memorandum
• Contacts with prospective sources of capital (private equity funds, banks, investment funds, private investors)
• Assistance in negotiating the structure and terms of the transaction with investors/banks
• Activities related to completion of the transaction

In financial restructuring transactions IPOPEMA Securities provides comprehensive support to its clients at all stages of the process. 

The Company’s services in this area include:

• Analysis of the restructuring requirements – an initial assessment of the internal situation at the company
• Development of the recovery plan concerning financial restructuring
• Cooperation in the development of the strategy of negotiations with the creditors
• Preparation of the recovery process documents (information memorandum and financial restructuring plan, financial projections, estimation of the effects and costs of the restructuring)
• Cooperation in the drafting of applications for the commencement of recovery proceedings or arrangement in bankruptcy
• Negotiation and approval of the restructuring plan

Additionally, as part of financial restructuring processes IPOPEMA Securities also provides advice on selecting and creating financial instruments to be used in the restructuring plan. 

IPOPEMA's rich offer additionally includes specialist corporate finance services, such as:

• Valuations (with comparative and DCF methods)
• Advisory on capital raising opportunities available on the public or private markets and structuring of the transaction
• Restructuring and reorganisation of groups of companies prior to raising financing on the public or private market