Excalibur Capital is currently involved in more than a dozen transaction processes, and is also preparing more than a dozen companies to contact investors early next year, according to Excalibur Capital co-founder and managing partner Michal Portalewski.
“We are currently involved in more than a dozen transaction processes, quite a few of which are already at an advanced stage, while others are just beginning. So it looks like, after a very dynamic first half of 2023, we will not slow down in the second half of the year. Within the next month, we plan to finalize another transaction in the pharmaceutical sector, which is currently awaiting approval from the OCCP.” – Portalewski told ISBnews.
He added that given the current work schedule and advancement of projects, Excalibur expects to move closer to finalizing transactions in the industrial, retail, medical services, consumer goods and food sectors in the coming months.
“In addition, we are preparing more than a dozen companies to contact investors early next year. These companies are in various sectors, ranging from zoological to transportation, construction, retail distribution and industrial processing. We have a sizable portfolio of projects and an increased intensity of activity, which is why we are attracting more M&A experts from the market to our team,” the managing partner pointed out.
Commenting on the most interesting sectors of the Polish market, he indicated that the technology and energy sectors are expected to show significant activity, in line with sustainable trends.
“In addition, growth is expected in the manufacturing sector, driven by efforts to diversify the supply chain and a more optimistic economic outlook. Healthcare is also expected to experience increased transaction activity, which is already a trend. Noticeable changes in the number of transactions in individual markets are becoming more apparent. The middle market is becoming more important due to the volatility of the market environment,” Portalewski noted.
At the same time, he stressed that, for another consecutive year, Poland stands out as the clear leader in terms of the number of transactions made.
“The reasons for this can be traced to the cash hoard investors have accumulated in recent years and the fact that they are looking for projects that will protect capital from inflation. The relative stability of supply chains has also been important. The CEE region itself, including Poland, remains attractive because it is being courted as a geographically attractive location in the context of the nearshoring trend, which is interesting and positive from our point of view. Here, we are watching the technology, energy (green transformation and energy risk mitigation), manufacturing (nearshoring) and healthcare (demographic trends) sectors with particular interest. However, we remain in a period of heightened macroeconomic risk. However, in our view, the local M&A market remains active and we do not expect this to change anytime soon,” the managing partner concluded.
Excalibur Capital is a boutique of transaction advisors founded in 2014 by Michal Portalewski and Pawel Pawlowski, who gained their years of experience at major investment banks and financial institutions in Poland and abroad.
Source: Excalibur Capital and ISBnews
