Mr. Łukasz Marczuk has been with Cendris Capital Partners since 2004. He specializes in M&A transactions and business valuations. At CCP, he leads mergers and acquisitions and financing projects, with a strong track record of successful transactions in these areas.

Throughout his career at CCP, Mr. Marczuk has been involved in numerous projects across a broad range of industries, including telecommunications, chemicals, automotive, steel, aviation and food.

Mr. Marczuk began his professional career at BRE Bank S.A. in Warsaw, where he worked in the Financial Investments Department and the Financial Institutions Department. His responsibilities included preparing financial analyses and reports for the bank’s management board and the General Inspectorate of Banking Supervision (GINB). He also worked at the Minister’s Office of the Ministry of the State Treasury, where he was involved in projects related to audits of public-sector entities.

Mr. Łukasz Marczuk holds degrees in Finance and Banking and International Relations from the Warsaw School of Economics (SGH). He has extensive theoretical and practical knowledge of finance, financial accounting and management accounting. He is fluent in Polish, Russian and English.

Mr. Robert Bolesta has extensive experience in financial advisory, with a particular focus on M&A transactions and capital raising. Prior to joining Cendris Capital Partners, he served as Managing Partner at Navigator Capital and Forum Capital. He also worked at Rabobank, first as a Senior Strategic Advisor and subsequently as an Associate Director in the M&A team. Earlier in his career, he worked at the European office of the US-based advisory firm Sparks Inc., where he served as Managing Director.

Mr. Bolesta has participated in numerous advisory projects involving corporate strategy development, including assignments for Hormel Foods, Polskie Młyny, Animex and Jutrzenka. He has advised on M&A transactions for clients including Avebe, Celia, Dossche, Lactalis, Land O’Lakes, Nestlé, Polmlek, Smithfield Foods and Rolnik, as well as on management buyout (MBO) transactions involving Termo Organika and Blau Farma.

He has also advised on the preparation and implementation of major syndicated financing programmes for companies including Animex and Polskie Młyny, as well as on financing for M&A and MBO/LBO transactions. He participated in two private placement transactions, both of which resulted in the companies being admitted to the NewConnect market (Milkpol S.A. and Mabion S.A.). Overall, he has successfully completed more than a dozen M&A transactions. He also has experience in interim management and business development.

Mr. Bolesta graduated from the Warsaw University of Life Sciences (SGGW), holds an MBA from the Warsaw School of Management and Administration, and completed postgraduate studies in banking at the Warsaw School of Economics (SGH). He is fluent in Polish and English.

Mr. Daniel Ozon is a graduate of the Warsaw School of Economics (SGH), where he studied International Economic and Political Relations. He specializes in financial advisory services for businesses, with extensive experience in both investment and corporate banking. His areas of expertise include M&A advisory, capital raising, financing restructuring and strategies aimed at enhancing enterprise value.

From 1997 to 2004, Mr. Ozon was with Citibank, where he successively held positions as an Analyst in the Corporate Finance Department, Director of the Financing and Trade Department, and Director of the Restructuring Department. From 2004 to 2006, he served as Managing Director of BBK Polska. Between 2006 and 2008, he served as Vice President responsible for restructuring at Jastrzębska Spółka Węglowa S.A. He also served as a Member of the Supervisory Board of PCC Intermodal S.A. From 2017 to 2019, he served as President of the Management Board of Jastrzębska Spółka Węglowa S.A. He currently operates as a self-employed financial advisor.

Mr. Ozon has been associated with Carlson Capital Partners since 2011. As part of his advisory activities, he supports clients in planning, preparing and executing domestic and international transactions across public and private markets. His work includes advising on acquisitions, mergers and recapitalizations, as well as arranging financing for acquisitions, business development and M&A transactions. He also advises clients on financing in connection with IPOs and on the structuring of financing for domestic and international trade.

Mr. Ozon is fluent in Polish, English and Russian.

Aleksandra Stępińska is a Finance Manager with over 10 years of experience in finance, specializing in corporate finance, including M&A. She has been with Carlson Capital Partners since 2020, where she has been involved in transaction processes on both the buy-side and sell-side, including business valuations, financial modelling and the preparation of transaction materials, including information memoranda and presentations for management boards and investors.

She has worked on projects for companies operating in the healthcare, energy, gas, transportation and industrial sectors, including PGNiG. Her areas of expertise include DCF valuations, comparable company analyses and the development of financial models supporting strategic and investment decision-making.

Ms. Stępińska is a graduate of the University of Łódź. She holds a Bachelor’s degree in Finance, Investments and Accounting from the Faculty of Management and a Master’s degree in Economics from the Faculty of Economics and Sociology. She also completed postgraduate studies in controlling at WSB University in Warsaw (formerly WSB School of Banking).

She gained additional professional experience in financial audit at Ernst & Young and at an independent audit firm, developing expertise in accounting, financial analysis and working with financial data.