Capital Operations
IDMSA BH specialises in capital markets; focused on serving institutional clients. Our capital sources can be an effective alternative to bank financing or the owners’ own funds.
We develop our Partner solutions in three stages:
STAGE I – In-depth analysis of the situation and needs of our Partner, selection of the most beneficial method of financing
STAGE II – Implementation and realisation of the jointly prepared process
STAGE III – Ongoing consulting and substantive support following the realisation of the project.
Our offer related to capital operations includes the following solutions:
PUBLIC FORMS OF FINANCING
• Initial public offering of securities (IPO)
• Execution of follow-on issues of securities of public companies (SPO)
• Active promotion of issues and search for investors
• Preparation of complete documentation (issue prospectus, memorandum)
• Representing the company to capital market institutions (Polish Financial Supervision Authority, Warsaw Stock Exchange, Polish National Depository for Securities)
• Introduction of securities to public trading
• Underwriting (firm-commitment underwriting or investment underwriting)
• Performing the function of market maker.
PRIVATE FORMS OF FINANCING
• Shares and bonds issue
• Offering of securities to a selected group of investors
• Active promotion of an issue
• Preparation of necessary documentation and its distribution among investors
• Representing the company in negotiations with investors
• Organisation and managing the depository for non-public companies.
OTHER CAPITAL OPERATIONS
• Preparation and execution of managerial option programme
• Services related to strategy consulting (valuations, financial analyses)
• Preparation and execution of leveraged buyout transactions (MBO/LBO)
• Execution of mergers and acquisitions transactions
• Preparation and execution of tender offers.
Contact:
Capital Operations Department
Mały Rynek 7
31-041 Kraków, Poland
tel. +48 (12) 397 05 12; fax +48 (12) 397 06 01
email: operacje.kapitalowe@idmsa.pl

