About Us

During the past two decades, both as entrepreneurs and financial advisors, we have learned that the formula for successful transactions is a deep understanding of a company’s vision and the complexity behind each corporate story. Our experience in working in the United States, Western and Eastern Europe and Israel has enabled us to recognize the significance of how the local financial culture affects any commercial undertaking.

Furthermore, we value people. Years of transactional experience has taught us that success is largely dependent on whom you are working with. The integrity that stands behind both the individuals and institutions you are building your company with is critical to your success. We encourage our clients to seek new opportunities expanding their businesses through opening new markets and identifying targets for mergers and acquisitions. We work with our clients on a personal level keen to ensure that their corporate story is focused and will be “heard” by the best suited financial partners.

Since 2007, we have been actively involved in Poland and have viewed it as a regional financial hub. The Warsaw Stock Exchange, as well as the banking community, are dynamic and have created a vibrant capital market. We have experienced first hand the superior professionalism and have built significant relationships in all key sectors for financial transactions.