B2B Investments sp. z o.o., together with its managing partners  and shareholders, has built a strong and well-established track record over the period 1997–2026, delivering complex advisory assignments across the financial, banking, and corporate sectors. Our experience covers and includes, in particular:

• structuring and arrangement of debt financing solutions for more than 40 corporate clients and enterprises across diverse industries and companies;
• comprehensive advisory services to 84 business entities, including tax advisory, corporate transformations, mergers and acquisitions, financing structures, legal advisory, and corporate finance mandates, delivered on both a long-term and transaction-specific basis;
• establishment and long-term management of a venture capital equity holding fund, affiliated with one of the largest banking groups operating in Poland, including fiduciary management of capital entrusted by banks and other financial institutions;
• senior-level management and governance roles within leading banking institutions, including, among others: PKO Bank Polski S.A., Bank Pocztowy S.A., Bank Pekao S.A., Bank Polskiej Spółdzielczości S.A.;
• structuring of corporate bond issuance documentation for financial institutions and corporate issuers on regulated capital markets;
• execution of financial audit engagements and legal and tax due diligence assignments for enterprises, banks, and financial institutions, comprising 19 advisory mandates;
• advisory services for European Union-based investment funds entering or operating on the Polish market, including mandates for Italian investment vehicles;
• securitization of loan and credit portfolios for one of the largest commercial banks in Poland, as well as for cooperative banking institutions;
• over 300 comprehensive transfer pricing documentation projects for domestic and international capital groups;
• preparation of more than 40 independent valuation reports, covering companies, enterprises, organized parts of enterprises, and intangible assets, including trademarks, technologies, patents, know-how, and copyrights;
• execution of 27 corporate transformation and restructuring projects, supporting clients through complex legal, financial, and organizational change processes.

Detailed references and credentials are available upon request and may be presented following the execution of an appropriate non-disclosure agreement.