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Monika

Independent Consultant

Frankfurt, Germany

I have over 15 years of M&A and business strategy experience across sectors with ca. 750m EUR completed transactions across countries (mostly SME targets) in CEE. I have strong analytical and project management skills with an in-depth understanding of corporate finance and particular focus on data-driven insights and business modelling as well as due diligence coordination. I work predominantly in English, however I am a native Polish speaker and have a good understanding of German (as well as deal experience with German based target and buyers). I can work independently as a part of a team. I live permanently in Frankfurt, however my company is located in Warsaw and I am available for business travel (not relocation).

Domain experience

Relevant Total Experience: 15 years

Seniority Level: Senior

Sector Experience: 

Communication Services Consumer Discretionary Consumer Staples Energy Financials FinTech Health Care Industrials Information Technology Materials Real Estate Utilities

Skills

Skilled in: Corporate Development, Due Diligence, Legal, Portfolio Services & Add-on M&A, Private Equity & Growth Capital, Sell-side M&A

Languages: German, Portuguese, English, Polish

Work Experience

Freelance

Independent Consultant

1/12/2022

 

- Now

As a freelance consultant I specialise in detailed excel models and tools that aim at facilitating management accounting, budgeting, forecasting and valuation as well as preparing and reviewing transaction documents. I usually work on longer 3-6 months assignments, however I can also work on hourly or daily rates.

JLL

Strategic Business Development Director

1/1/2022

 

- 1/10/2022

At Jones Lang LaSalle Poland I was responsible for change management of the business development process across 11 business lines focused on cross selling and increase of value creation as well as acted as in-house M&A lead

HAITONG BANK (previously Banco Espírito Santo de Investimento)

Assistant Vice President (since 2015), previously Analyst, Associate and Manager

1/9/2009

 

- 31/10/2021

I have advised on 12 completed projects with a total value of ca. EUR 750m and further 11 uncompleted projects. I have experience in sell-side and buy-side advisory, MBO, hostile deals, carve-outs, valuation and debt restructuring. I've worked on deals across industries such as real, estate, construction, engineering, industrial, healthcare, financial services and renewable energy. Over the years I have built especially strong Excel skills and understanding of corporate finance data, that I've leveraged into highly detailed forecast models for valuation purposes. I've also supervised 14 full scope due diligence process and coached a number of analysts.

Ernst & Young Corporate Finance

Analyst

1/8/2008

 

- 30/9/2009

Transaction Advisory Services at Ernst & Young Corporate Finance in Warsaw: Transaction Support Services (due diligence) and Valuation and Business Modelling divisions. I also worked on year-end audit of financial statements.

Education

The Robert Gordon University in Aberdeen

1/1/2007

 

- 31/12/2008

BA Hons Thesis on the Analysis and Evaluation of large Mergers and Acquisitions.

Poznan University of Economics And Business

1/1/2003

 

- 31/12/2008

Master's Thesis: Analysis and Evaluation of the performance of IPO on the Warsaw Stock Exchange; Scholarship for academic achievements;

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