
PRINCIPAL INVESTMENT AND ASSET MANAGEMENT
- Professional asset management and principal investment services for institutional and private investors, combining deep regional expertise with disciplined portfolio oversight and transparent reporting
- Structuring and managing investment funds

INFRASTRUCTURE, UTILITIES AND PROJECT FINANCE
- Financial structuring and advisory for utility and infrastructure projects in:
– Telecommunications
– IT & Media
– Energy generation and distribution
– Airport construction and concessions
– Road construction and rehabilitation
– Urban water supply and distribution
– Waste management

INDUSTRIALIZATION FINANCE
- Access to a portfolio of industrial technology companies driving Europe’s reindustrialization with focus on strategic sectors including advanced manufacturing, semiconductors, green industry, and circular economy solutions.
- Professional Fund Management
- Providing the capital and strategic support needed to scale manufacturing, expand internationally, and strengthen operational resilience.

SUSTAINABILITY FINANCE
- Advisory and financial structuring for electricity generation projects (solar, wind, hydro, biomass, battery storage).
- Transaction support for investments in green technologies and sustainable infrastructure.
- Financing solutions for waste-to-energy and resource-recycling projects.

REAL ESTATE / DATA CENters
- Principal investments and advisory early and medium stage of data centers
- Advisory on real estate disposals and acquisitions
- Structuring real estate sale and lease back transactions
- Feasibility studies and project finance advisory for real estate

FOOD AND AGRICULTURE FINANCING
- Access to a scalable institutional product built around food security companies projects and companies in the CEE
- Professional Fund Management
- Growth capital and financing for expansion, consolidation and scaling of agricultural production Support in integrating supply-chain functions and partnerships with agri-tech operators and software providers

M&A
- Potential target/investor screening
- Transaction structuring and execution
- Company valuation
- Liaison and negotiation with relevant authorities
- Assistance in negotiations with owners/managers of the targets
- Support during closure of privatization and M&A transactions

BROKERAGE
- Advisory and execution of new equity and debt issuance, including eurobonds, local bonds, loans, and Schuldschein instruments.
- Brokerage and trading services (licensed Romanian Stock Exchange and Bulgarian Stock Exchange broker-dealer via BAC IP EAD. IPO partner of Warsaw Stock exchange.
- Sales, trading, and equity research

FINANCIAL INSTITUTIONS AND CAPITAL MARKETS
- Bank valuation
- Advisory on debt & equity issuance for sovereigns, municipalities and corporates
- Sovereign and corporate debt restructuring
- Risk management advisory including hedging solutions
- Debt buy-back
- Fixed income strategies
