- the managing partners and shareholders of B2B Investments have, over the course of their professional activities between 1997 and 2026, executed a broad range of complex advisory mandates—both within leading financial institutions and through direct client engagements—including:
- structuring and arrangement of debt financing transactions, including full transactional and documentation support, for more than 60 companies and enterprises;
- delivery of advisory services to 106 corporate clients, on both a transaction-specific and ongoing basis;
- restructuring and strategic advisory engagements for 9 business entities, supporting financial, operational, and organizational transformation processes;
- establishment and management of private equity and venture capital investment structures;
- executive management of a bank-owned investment and advisory entity;
- creation and launch of four start-up entities operating as financial institutions, from inception through full operational readiness;
- leadership of projects involving the development of internal organizational structures within financial institutions, including the establishment of corporate and institutional banking divisions at three major financial institutions in Poland;
- structuring and execution of corporate bond issuances for three financial institutions and three corporate issuers on regulated capital markets;
- preparation of public offering documentation (debt and equity securities) for 5 companies, acting in cooperation with licensed brokerage houses;
- provision of legal and tax advisory services—on an ongoing or transactional basis—for 87 corporate clients;
- advisory mandates for European Union-based investors entering or operating on the Polish market, including four engagements for Italian entities.
Detailed references and credentials are available upon request and may be disclosed subject to the execution of an appropriate non-disclosure agreement.
