Asset Management
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
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
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
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
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
Agriculture finance
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
MA
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
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
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