Capital One Advisers

What Capital One Advisers does

Capital One Advisers Sp. z o.o. is an independent Polish financial and transaction advisory firm headquartered in Warsaw, founded in 2002. The company provides a full suite of corporate finance services spanning M&A advisory (buy-side and sell-side), capital raising from strategic and private equity investors, IPO advisory on the main Warsaw Stock Exchange (GPW), Authorized Adviser services on the NewConnect alternative market and the Catalyst bond market, bank financing advisory, capital and strategic advisory, and company valuations. The firm targets dynamic, fast-growing companies primarily in the technology sector, as well as SMEs seeking public market access and charismatic founder-led businesses pursuing liquidity or growth capital events. Named disclosed clients include Vectra S.A. (cable TV), Medicalgorithmics S.A. (medical technology), Polflam Sp. z o.o. (manufacturing), Fibar Group S.A. (sold to Italy's Nice Group in 2018 for EUR 63M), and Audioteka S.A. (sold to Wirtualna Polska Group in 2022 for PLN 95M).

The firm's business model is that of a traditional professional services advisory practice: revenue is generated through transaction-based advisory fees (success fees and retainers on M&A, capital raises, and public market introductions) and ongoing strategic advisory mandates. Pricing is not publicly disclosed and is quote-based per engagement. The go-to-market is sales-led and relationship-driven, relying on direct outreach to business leaders, referrals from existing clients, industry conferences (including co-organization of the M&A Worldwide Acquisition and Investment Forum in Poland), thought-leadership content via the company website and blog, and active social media presence on LinkedIn, Twitter, and Facebook. Distribution is augmented by the firm's membership in the Pandea Global M&A network (joined November 2022), which provides cross-border deal flow across 30+ countries. The firm is privately held with 11–50 employees, no disclosed external ownership or institutional backing, and no subsidiaries.

The firm holds three regulatory credentials that constitute its primary structural moat: Authorized Adviser status on NewConnect (since its launch), Authorized Adviser status on Catalyst (since October 2009), and WSE Partner status for SME. Over its 21-year history, Capital One Advisers has completed 82 transactions with a cumulative value of 2.65 billion PLN and has introduced 34 companies to public markets. In 2015 it was ranked first in the Warsaw Business Journal Book of Lists in the Business Consulting Companies category for Small and Micro Enterprises, and in 2009 it placed third in IPO.pl's NewConnect report for both companies introduced and capital raised. Leadership comprises CEO Marcin Duszyński and Managing Partner Anna Domeredzka, with Domeredzka specializing in private and public share issues on the Warsaw Stock Exchange.

Name

Capital One Advisers

Legal name

Capital One Advisers Sp. z o.o.

Website

https://capitalone.pl

Company type

Private

Founded year

2002

Operating status

Operating

Headcount range

11–50 employees

Short description

Capital One Advisers is an independent Polish financial and transaction advisory firm offering M&A advisory, capital raising, IPO, and Authorized Adviser services on WSE, NewConnect, and Catalyst to fast-growing technology companies and SMEs, with international reach via the Pandea Global M&A network.

Ownership category

akta.pro rank

Product category

Financial Advisory (Corporate Finance / M&A Advisory)

NAICS

Portfolio Management and Investment Advice (523940), Securities, Commodity Contracts, and Other Financial Investments and Related Activities (523)

SIC

Investment Advice (6282), Security Brokers, Dealers & Flotation Companies (6211)

akta.pro primary industry

Corporate Finance & Capital Advisory (BPAHADAB)

akta.pro secondary industries

Capital Raising Advisory (Debt/Equity/Private Capital) (BPAHADAG), Equity Capital Advisory (Private Equity Placements, Growth Capital) (BPAHAOAE), Capital Markets Advisory (IPO Readiness, SPAC, ECM/DCM Advisory) (BPAHAOAL), Capital Raising Advisory (Equity & Equity-Linked) (FSAEAGAC)

Keywords

• Mergers acquisitions advisory
• Corporate finance advisory
• Capital raising services
• IPO advisory services
• Company valuation services

Headquarters

HQ city

Warszawa

HQ country

Poland

HQ region

Europe

Offices2 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Others

Revenue model

1. Financial and Transaction Advisory: Capital One Advisers generates revenue through advisory fees for M&A transactions, capital raising, IPO advisory, strategic consulting, and authorized adviser services for public markets including NewConnect and Catalyst.

Go-to-market motion1 record

Distribution channels4 records

Marketing channels6 records

Core offering

Capital One Advisers is an independent financial and transaction advisory firm that advises businesses on mergers and acquisitions, capital raising from strategic and private equity investors, IPOs on the Warsaw Stock Exchange, and public market introductions on NewConnect and Catalyst. It also provides bank financing advisory, capital structure consulting, strategic advisory, and company valuation services. The firm primarily serves fast-growing technology companies, SMEs seeking public market access, and larger enterprises in Poland and internationally via the Pandea Global M&A network.

Product overview

Capital One Advisers is an independent financial and transaction advisory firm offering a comprehensive suite of corporate finance services. The company operates as a single-service advisory practice focused on M&A transactions, capital raising, and public market services. The core service portfolio includes M&A Transactions (mergers and acquisitions advisory), Capital Acquisition, IPO advisory on the Warsaw Stock Exchange, NewConnect Services (as Authorized Adviser for the alternative trading system), Bonds/Catalyst advisory, Bank Financing, Capital Advisory, Strategic Advisory, and Company Valuations. The company specializes in serving fast-growing companies primarily in the technology sector, providing transaction advisory, capital market expertise, and strategic guidance throughout the deal lifecycle.

Differentiator

Problem solved

Functional benefit

Quantifiable outcome

• 82 completed transactions with 2.65 billion PLN total value
• +2 more outcomes

Named customers3 records

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Five partnerships are on record, tiered core and minor.

• Pandea Global M&AcoreStrategic or Co-development Partner · 1 November 2022In November 2022, Capital One Advisers joined the global network of independent M&A advisory firms. The membership provides access to experts and resources in more than 30 countries, helping expand M&A services and reach new investors and clients. The network includes 250+ professionals in 30+ companies worldwide with 50+ offices across Europe, Americas, Asia, Middle East, and Africa.
• Warsaw Stock Exchange (GPW)coreStrategic or Co-development PartnerCapital One Advisers holds WSE Partner status for SME, serving as an authorized adviser and introducing companies to the Warsaw Stock Exchange public market.
• NewConnectcoreStrategic or Co-development PartnerCapital One Advisers is an Authorized Adviser for NewConnect since its launch, providing comprehensive services to issuers seeking admission to trading on this alternative market.
• Catalyst Bond MarketcoreStrategic or Co-development PartnerCapital One Advisers serves as an Authorized Adviser on the Catalyst market, the bond market established at the Warsaw Stock Exchange. The firm has held this status since October 2009.
• Polish Private Equity and Venture Capital Association (PSIK)minorStrategic or Co-development PartnerCapital One Advisers is a member of the Polish Private Equity and Venture Capital Association, connecting with the PE/VC investment community in Poland.

Scale indicators5 records

Recent moves6 records

Expansion highlights4 records

Direct peers

• JP Weber Group: JP Weber is a Polish financial advisory firm offering M&A, capital raising and public-market advisory, including WSE services. It is a direct competitor and historical co-organizer of M&A conferences with Capital One Advisers.
• Oaklins: Oaklins is a global mid-market M&A advisory network covering 40+ countries. Its network-based delivery model and SME/mid-market positioning make it a structural peer to Capital One Advisers within Pandea.
• IPOPEMA Securities: IPOPEMA Securities is a Polish investment bank providing brokerage, ECM and M&A advisory services. It competes with Capital One Advisers on WSE IPO advisory, NewConnect introductions and capital-raising mandates.
• Trigon: Trigon is a Polish investment bank and M&A advisory firm focused on domestic mid-market and public-market transactions. It directly competes with Capital One Advisers in Polish M&A, IPO advisory and capital raising mandates.
• Clairfield International: Clairfield International is a global mid-market M&A advisory network with strong European presence. Comparable as a network-based mid-market M&A model parallel to Capital One Advisers' Pandea affiliation.
• Navigator Capital: Navigator Capital is a Poland-based M&A advisory boutique serving mid-market transactions. It competes head-to-head with Capital One Advisers for sell-side, buy-side and capital-raising mandates in Poland.

Regional players

• Wood & Company: Wood & Company is a Central European investment bank with strong Warsaw presence, offering ECM and M&A advisory. It is a regional peer to Capital One Advisers in Polish capital-markets and M&A mandates.

Broad incumbents

• mBank Dom Maklerski: mBank's brokerage and investment-banking division provides ECM, M&A and advisory services in Poland. It competes with Capital One Advisers for WSE mandates and larger mid-market transactions.
• PwC Poland (Deals & M&A): PwC's Polish Deals practice provides M&A advisory, due diligence and valuations as part of a broader professional services offering. It overlaps with Capital One Advisers on Polish mid- and large-cap transactions.
• Deloitte Poland (Financial Advisory): Deloitte's Polish Financial Advisory practice offers M&A, valuation and corporate finance services alongside a broader consulting portfolio. It competes with Capital One Advisers on larger Polish M&A mandates where its global scale is an advantage.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

• Xtwitter.com/infocoa
• Facebookfacebook.com/Capital-One-Advisers-102047646513821
• LinkedInlinkedin.com/company/capital-one-advisers

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Capital One Advisers