WOOD & Company is well known for the high quality of its investment banking services. Clients value our ability to combine impartial advice with effective solutions, as well as our long-term relationships with local corporations, institutions and local and international investors, nurtured over many years. Our highly-respected team of professionals offers a full range of investment banking services, including privatisation advisory, M&A advisory, initial and secondary public equity offerings, financial restructuring and debt funding advisory.
The firm is consistently credited with closing complex transactions often involving business overlooked by the larger investment banking firms. WOOD & Company has participated in a wide range of corporate finance transactions in the CEE region over the years and the firm has also acted on behalf of state authorities and blue chip international corporations in a number of the region's high profile transactions.
Team members are highly experienced, with deep roots in Emerging Europe and unrivaled knowledge of their markets. Members of the team have executed a wide array of high profile transactions across Emerging Europe in the past few years and have had a very significant cumulative market share in the most active placement market, Poland.
Bratislava - 9
Bucharest - 3
London - 3Prague - 8
Warsaw - 5
|Sales, Sales Trading
Bratislava - 1
London - 9
New York - 2*Prague - 10
Warsaw - 4
London - 7
Prague - 8
Warsaw - 7
* in association with Brasil Plural
WOOD & Company is one of the best-positioned investment banks to execute Equity Capital Markets deals across the Emerging Europe. The firm has been gaining its enviable regional ECM experience since late-1990s when it managed and co-managed a large number of public offerings in the Czech Republic, Poland and Hungary. It has transformed into a CEE powerhouse in late 2010. WOOD & Company has an unique track record of advising and executing Initial Public Offerings, fully marketed secondary offerings & sell downs, accelerated & reverse bookbuilds secondary / dual listing and buybacks. We have consistently demonstrated the ability to outplace other internationally oriented institutions, including in large-scale IPOs and ABBs accessing demand from all relevant geographies.
The last years saw WOOD & Company act as bookrunner in a number of sell downs, advising and executing sales for the EBRD, Fondul Proprietatea, the Polish State Treasury, the Romanian government as well as various private equity funds and corporates.
WOOD & Company supports its clients with active secondary equity trading, consistent research coverage and active communication with key local and international institutional investors. Our wide-ranging credentials prove our ability to manage successfully virtually any transaction and communicate the process effectively with international and regional institutions.
David joined WOOD&Co. in 2001. He has 16 years' experience in corporate finance and capital markets advisory. He specialises in debt and equity capital market transactions, including IPOs, SPOs, listings, share buybacks and takeover, bids, and M&A selected transactions: VLP, RWE Grid holding, HOB CerTec, Sanofi, NWR, WARIMPEX, Zentiva, ORCO, ČEZ, SMVaK, TV Prima and Telefonica.
Jiří joined WOOD&Co. in 2015. He has 22 years' experience in corporate finance, financial advisory, financial management, asset management and private equity. Specialising in M&A transactions, and equity and debt capital markets transactions, Jiří has worked on such deals as: the privatisation of Czech Gas Sector, Deza, BASK, ABN-AMRO, Pension Fund, VUB, and bond issues at HB Reavis.
Miloš joined WOOD&Co. in 2008. He has 10 years' experience in investment banking, energy, utilities, telecommunications, engineering and the food industry. Clients and transactions he has been involved with include: Macquarie, Towercom, RWE Grid Holding, MasokombinátPlzeň, FVE Czech Novum Financing and Doosan Heavy Industries & Construction.
Peter joined WOOD&Co. in 2006. He has 11 years' experience in investment banking and financial services, real estate, engineering industries, energy, waste management and construction, as well as private placements and bond issues. Clients and transactions he has been involved with include: SATPO, Discovery Group, Real Prag, Fincentrum, TERMIZO, MVVEnergie, Window Holding and Warburg Pincus.
Ondřej joined WOOD&Co. in 2008. He has over 9 years' experience in investment banking, financial services, media, food & beverage, transportation, healthcare, real estate and engineering. He has worked with VLP, Fincentrum, HOB CerTec, GIP, Škoda Power, Warimpex and Doosan Heavy Industries & Construction, among others.
Barbora joined WOOD&Co. in 2012 as a member of investment banking team. Her experience is in in telecommunications, media, energy, utilities and real estate. Over the years, she has been involved in deal origination, financial modelling, valuations, due diligence coordination, buy-side/sell-side advisory mandates, bond emissions and private placements.
Oliver joined WOOD&Co. in 2013 as a member of the investment banking team, with experience in technology, engineering, real estate and education. He has been involved in deal origination, financial modelling, valuations, due diligence coordination, and buy-side/sell-side advisory mandates in general.
Zina has been a member of WOOD&Co.’s investment banking team since 2016, bringing with her a wealth of experience in the technology, entertainment, energy, utilities and real estate sectors. Zina is involved in deal origination, financial modelling and valuations, and financial advisory services. Prior to WOOD&Co., she worked for PwC Audit and PPF Banka.
Jarosław has over 20 years of experience in investment banking in Poland and EMEA. A veteran of UniCredit CAIB, and ING, he has been engaged in >50 deals in ECM, M&A and DCM, many of which were landmark transactions involving CEE blue chips and quality high-growth mid-caps.
Przemek joined WOOD&Co. Warsaw team in 2010, bringing his 5+ years past experience in M&A and ECM from inter alia UniCredit/CAIB.
Bartek is an investment banking professional with more than four years of experience and joined WOOD&Co. straight after graduating from Warsaw School of Economis in 2011. He is involved in origination and execution of various ECM and M&A transactions in the CEE region. He worked on 10+ ECM deals, including Initial Public Offerings, Secondary Public Offerings and Accelerated Bookbuilds, both sell-downs and capital increases, and a number of M&A projects. His prior experience includes work in business consulting and the energy sector in Poland. Bartek has completed CFA Program and holds a stockbroker license granted by the Polish FSA.
Wojciech joined WOOD&Co. in 2015 after nearly two years at DF Capital & Management, an M&A boutique. Wojciech graduated from the Warsaw School of Economics recently, and became a Licensed Investment Advisor (licence number: 573). He is fluent in English and Russian. Wojciech also possesses a Securities Broker title. At WOOD, he is responsible mainly for the origination and execution of various ECM and M&A transactions in the CEE region.
Patryk has become a WOOD&Co., team member in June 2017, being involved in deal origination, financial modelling and valuations. Prior to WOOD&Co., he has worked in Pekao Investment Banking.
Nick has over 20 years of experience in Investment Banking in London. He was previously Head of Emerging Markets Equity Capital Markets for Citigroup, Schroders and UniCredit CA IB. During his time in each of these positions, he helped to build the companies into leading CEE ECM franchises.
Nick played an integral role in pioneering transactions in the development of the Emerging European equity capital markets, and is an expert in the structuring of regional equity deals. He has been directly responsible for originating, executing and supervising 100+ ECM deals worth USD 20bn+, running the gamut from mid-cap to blue chip.
Before joining WOOD, Nick spent the prior five years acting as a Managing Partner and shareholder of Q-Advisers (a merchant banking boutique focused on Germany, Austria and Emerging Europe). His clients have included Cyfrowy Polsat, AmRest, LC Corp and Cinema City (all as bookrunner), as well as Mondi, EVM REI, Ethemba Capital, Multimedia, Dom Development, GTC, Bioton, TVN, Borsodchem, CosmOTE, Gedeon Richter, OTP Bank, Bank Handlowy, NRW and Petropavlovsk. Nick has also worked as an independent corporate finance advisor for DO&CO, TomTom and an Austrian power engineering company, as well as for Gedeon Richter.
Tolga joined Wood & Co in 2018. Prior to that he worked for Ermgassen & Co, Deutsche Bank and UBS in London.
He has been responsible for originating and executing M&A and ECM projects in Turkey for clients including various multinationals, local and international private equity investors as well as local holding companies and government organisations.
Lubo joined WOOD&Co. in 1996. His primary responsibility lies in the firm's Slovak operations, but he also provides the necessary support to other members of the corporate finance team. Lubo is also responsible for WOOD&Co.'s Merchant Banking and Private Equity activities, focusing on deal origination, strategic acquisitions and execution. Lubo has also built WOOD&Co.'s Slovak office into a recognised high-quality provider of other financial advisory services related to complex financial products, such as PPPs.
Michal joined WOOD&Co. in 2003. He has extensive experience in M&A, privatisations, acquisition financing, public private partnerships, option scheme remuneration programmes and trustee structure executions.
Boris joined WOOD&Co. in February 2010. His primary responsibilities include corporate finance and M&A advisory and hands-on, as well as start-to-finish responsibility for private equity transactions and project finance deals. He is also the portfolio manager for a private equity fund focused on a Slovak SME managed by WOOD&Co.
Martin joined WOOD&Co. Bratislava in 2004 and has been working on transactions in both the Slovak and Czech markets. He has been actively involved in both buy-side and sell-side transactions, as well as advisory mandates in the energy, utilities, healthcare, telecoms, ICT, real estate and the general manufacturing industries.
Radovan joined WOOD&Co.‘s investment banking team in August 2012 and has recently consulted on projects in the road infrastructure, energy and utilities industries. He also has experience with M&A in the pharmaceutical and medical devices industry, and has cooperated on private equity projects in the road and railway infrastructure technology and FMCG sectors; the environmental processing of plastic waste, bicycle parts production and innovation; and triple-play services business.
Jozef joined WOOD&Co. in July 2012 and has participated in several M&A transactions, as well as investment analysis. He analyses companies, undertaking financial modelling, valuations and investment proposals for several small and medium-sized companies for the SRKF fund.
Lukáš has worked for WOOD&Co. Bratislava since 2012, undertaking various assignments in the energy, utilities and technology sectors. He was involved in the advisory mandate during the acquisition of E.ON’s and GDF’s shares in SPP (a Slovak gas utility) by EPH. In addition, he has participated in two transactions in the nuclear industry and several transactions in the energy sector, as well as private equity investments carried out by WOOD&Co. on behalf of the SRKF (Slovak Growth Capital Fund).
Miroslav joined WOOD&Co. in September 2013. He is currently participating in advisory projects in the energy sector and the security industry. He is also cooperating on a private equity deal in the medical equipment industry.
Matej has over four years of experience in advisory and finance in Slovakia and Luxembourg. Prior to joining WOOD&Co. at the beginning of 2016, he held consulting and investment risk roles at KPMG, Enel/SE and Alliance Bernstein. He is now engaged in CEE infrastructure and energy transactions.
Bogdan joined WOOD&Co. in 2014 as the new Head of our Romania branch, bringing with him over 15 years of capital markets experience gained at Global Securities Romania and Raiffeisen Capital & Investment while occupying positions such as Head of Research and Head of Equity Markets. Bogdan’s experience include analysis and evaluation of projects, listings, private placements and secondary public offerings, etc. He is also a member of the Indices Committee of the Bucharest Stock Exchange.
Ionut joined WOOD&Co. in 2014 after almost eight years in Investment Banking/Equity Research at Raiffeisen, where he was involved in many of the landmark privatisations and transactions undertaken via the capital market in Romania, mainly in the utilities and oil & gas sectors. He has also been involved in M&A projects in the dairy and plastics sectors. During his time as an equity analyst, he covered companies from several industries, including energy, real estate, construction materials, dairy and base metals.
Cristi joined WOOD&Co in 2017 as a member of the investment banking team, having worked previously for Pegase Capital, a local M&A boutique, and EY Romania.
Marek joined WOOD & Co. in October 2013 as an Investment Director. Marek helps to manage from the shareholding perspective two of the Wood portfolio companies in Slovakia – Saneca Pharmaceuticals and Chirana T. Injecta. Prior to WOOD, in 1999, he entered the private equity business when he became one of the founders of Genesis Capital – a private equity fund focused on the Czech Republic and Slovakia. At Genesis, Marek worked on a number of projects, from the first fund managed by the company, as well as the fund raising for the second fund. In 2005, Marek joined the newly established private equity branch of PPF (largest Czech private financial group), where he worked on mid-sized to large deals in the CEE region. As an investment director, he was responsible for a number of projects in the Czech Republic, Ukraine and Romania, leading a number of investments from initiation. In 2011, Marek joined Perun Capital, a Vienna-based private equity fund specialising in turn-around investments of Raiffeisen network banks’ pre-workout or workout companies. At Perun, he worked on a number of projects in Hungary, Ukraine and Bulgaria. Marek has BSc and MSc degrees from the University of Bedfordshire, and speaks both Czech and English fluently.
Martin (re)joined WOOD&Co. in February 2017. After leaving WOOD&Co.’s Investment Banking team in late-2008, Martin worked at Czech Export Bank (lastly as Director of Structured Finance), where he was responsible primarily for complex large-scale export and project finance transactions, especially in Turkey, the Balkan region, and the Russian Federation. Following this, Martin joined Sberbank CZ as Senior Banker – Team Leader for Top Corporations.
WOOD & Company has incomparable experience with complex M&A deals for domestic, regional and international, strategic and financial investors. The company regularly advises on complex M&A transactions involving negotiations with regulators and state authorities. WOOD & Company has been involved in almost all major Czech and Slovak privatisation projects, including the successful privatisation of Český Telecom, where WOOD & Company successfully advised Telefonica on the acquisition of a 51% stake in Český Telecom, including the subsequent mandatory buyout.
WOOD & Company has an excellent record in securing complex acquisition and project financing for corporate clients, leveraging on our close, long-term relationships with local and regional banks at both senior executive and operational levels.
WOOD & Co is the sole member firm of Oaklins (www.oaklins.com) for the Czech Republic and Slovakia. Oaklins is one of the largest and most experienced global mid-market M&A and corporate finance advisory firms, with a strong industry focus across 16 sectors and 60 offices in all the main financial centers of the world. With more than 700 professionals globally, Oaklins member firms have closed over 1,500 transactions in the past five years, of which ca. 50% were cross-border.
We have a range of investment instruments that five our clients access to non-listed investment opportunities in Emerging Europe. These are usually issued in the form of a warrant, which is listed on a western stock exchange and quoted on a daily basis (prices available on Bloomberg, Reuters, etc.). WOOD & Company acts as a market maker in all of the warrants issued.
Access products can be tailor-made if certain volume requirements are met and are ideal instruments for exposure to the least developed frontier markets, such as Ukraine, Kazakhstan and Belarus. In addition, they give the opportunity to invest in pre-IPO, private equity type companies which would not be investable otherwise.