Marita Pełszyk

Advising a Danish company on a share deal transaction involving the acquisition of several Polish companies operating in the logistics services sector. The scope of advice included the preparation of a due diligence report and the negotiation of transaction documentation.

Advising a client from the e-mobility sector in the preparation and implementation of a feasibility study concerning a complex internal reorganization process within a capital group. The project included structuring and executing the carve-out of an organized part of the enterprise (OPE) from an existing group company and the establishment of a special purpose vehicle (SPV) to acquire assets through an asset deal transaction. A key aspect was ensuring that the planned structure aligned with the group’s business objectives and strategic plan, while maintaining continuity of external financing – including analysis and adjustment of existing investment and loan agreements.

Advising a financial institution in connection with the financing of a hospitality sector entity through a bond issuance. The financing, structured as private debt, was directed to both institutional and individual investors, with a total value of approximately PLN 60,000,000. The bonds were secured by significant assets of the issuer and related entities, including a mortgage over real estate and a pledge over enterprise assets.

Advising a financial institution in relation to the financing of a lending sector entity through a bond issuance – with a total value exceeding PLN 100,000,000. The bonds were offered to institutional investors and selected individual investors and were secured by loan receivables.

Advising a debt management sector entity on financing through a bond issuance – with a total value of approximately RON 100,000,000. The bonds were intended to be listed on the Bucharest Stock Exchange.