Urszula Swieczkowska

Gdańsk, Poland

Member since September 10, 2017

Urszula is a manager with nine years of investment banking experience. She specializes in M&A transactions, venture capital activities, and strategic advisory projects for different types of clients: including private equity funds, blue-chip companies, SMEs, and startups. As a freelancer, Urszula is looking for new opportunities to leverage her expertise and develop strong relationships with clients.

Financial Planning & Analysis (FP&A)Financial Modeling Mergers & Acquisitions (M&A)Valuation Venture Capital Show more

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Career Highlights

Manager
Bastion Group
Analyst
Hexagon Capital Advisors

Education

Master's degree
University of Gdańsk

Case studies

Financial Model
- Financial Modeling
- Three Statement Operating Model
- Financial Forecasting
- Startups
Company Valuation
- DCF Valuation
- Valuation
- Sensitivity Analysis
- Adjusted Present Value (APV)
Investor Pitch Deck
- Presentations
- Pitch Deck
- Startups

Industry Expertise

Food & Beverage
Retail & Wholesale
Venture Capital

Other Expertise

Financial Modeling
Information Memoranda
Mergers & Acquisitions (M&A)
Pitch Deck
Valuation

Employment

Manager
2010 - 2016
Bastion Group
- Managed and participated in multiple advisory and transactional projects (both sell-side and buy-side), including strategic consulting, cross-border transactions and financing projects.
- Managed a team of associates, analysts, and interns and coordinated Client’s relationship.
- Supervised Bastion Venture Fund portfolio companies, managed relations with its investors, prepared legal documentation and evaluated investment opportunities.
- Built financial models of different sizes and scopes, including LBO models, merger models, startup models, and company valuations.
- Prepared and coordinated comprehensive sets of transaction marketing materials and legal documentation, including inter alia: teaser, information memorandum, management presentation, NDA, SPA, TS, etc.
- Created presentations and documents such as investment memoranda, pitch books, reports, and prospectuses.
- Coordinated due diligence processes (both sell-side and buy-side).
Focus areas: Mergers & Acquisitions (M&A), Financial Planning & Analysis (FP&A), Venture Funding, Financial Strategy, Financial Modeling, Leveraged Buyout Model, Valuation, Financial Advisory, Transaction Structuring, Cross-border M&A, Pitch Deck Financials, Investment Memoranda, Due Dilligence, Business Plan Development, Financial Business Planning
Analyst
2007 - 2009
Hexagon Capital Advisors
- Participated in strategic advisory and transactional projects (both sell-side and buy-side).
- Managed contacts with global M&A partners.
- Coordinated M&A-related requests including evaluation of investment opportunities and potential M&A transactions across multiple sectors and identification of potential acquisition targets.
- Prepared company valuations (traded companies and precedent transactions).
- Assisted in the preparation of the transaction documentation such as teaser and information memorandum.
- Conducted financial analyses and market research.
Focus areas: Mergers & Acquisitions (M&A), Financial Advisory, Valuation Multiples, Due Dilligence, Market Research, Ratio Analysis, P&L Forecasting, Cash Flow Forecasting, Financial Planning & Analysis (FP&A), Revenue & Expense Projections

Education

Master's degree in Management
2002 - 2007
University of Gdańsk - Gdańsk, Poland

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