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.
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
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.