Pekao Investment Banking

What Pekao Investment Banking does

Pekao Investment Banking S.A. is a privately held Polish investment banking firm headquartered in Warsaw and operating as a wholly-owned subsidiary of Bank Pekao S.A., one of Poland's largest banking groups. The firm has been advising clients in the Polish market for over 30 years and self-positions as a leader on the domestic advisory league tables. It is structured as a public limited company (S.A.) with registered and paid-in share capital of PLN 225,141,851 and is registered in the District Court for Warsaw under KRS 0000149937.

The firm's product platform covers four core advisory lines — M&A advisory (Doradztwo Fuzji i Przejęć), Financial Advisory (Doradztwo Finansowe), Capital Markets Services (Rynki Kapitałowe, ECM), and ESG Advisory (Doradztwo ESG) — supplemented by a Financial Restructuring offering. Services span the full transaction lifecycle: structuring, investor/competitor identification, advisor coordination, due diligence oversight, valuation and financial modeling, financing arrangement, negotiation support, closing, and fairness opinions. ESG advisory extends to sustainable financing readiness assessments, gap analysis, KPI/SPT structuring, and Second Party Opinion support.

Commercially, Pekao Investment Banking operates as an enterprise field-sales organization, generating revenue primarily through transaction-based advisory fees and retainers on M&A, corporate finance, ECM, and ESG mandates directed at large Polish corporates, strategic buyers/sellers, and public-sector entities. Distribution is relationship-driven, leveraging the Bank Pekao S.A. corporate network for client origination, with no proprietary technology platform underpinning the offering. The firm is small (11-50 employees) and regulated under MiFID, CRD IV, IFR, and IFD, with ongoing capital adequacy disclosures dating back to 2011 and a governance framework led by a Management Board headed by Vice President Dieter Lobnig (joined 2019), with Dominika Muchorska appointed in May 2025 and Ewa Nietrzepka continuing to oversee the Risk Management System.

Name

Pekao Investment Banking

Legal name

Pekao Investment Banking S.A.

Website

https://pekaoib.pl

Company type

Private

Founded year

1994

Operating status

Operating

Headcount range

11–50 employees

Short description

Pekao Investment Banking S.A. is a Warsaw-based, wholly-owned investment banking subsidiary of Bank Pekao S.A., providing M&A, corporate finance, capital markets, ESG, and restructuring advisory to Polish private and public-sector clients through senior relationship bankers.

Ownership category

akta.pro rank

Product category

Investment Banking

NAICS

Securities, Commodity Contracts, and Other Financial Investments and Related Activities (523), Finance and Insurance (52)

SIC

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

akta.pro primary industry

Corporate Finance Advisory (Strategic Finance, Capital Structure & Recaps) (FSAEAGAE)

akta.pro secondary industries

Equity Capital Markets Advisory (Equity Issuance Strategy & Readiness) (FSACAAAI), Equity Capital Advisory (Private Equity Placements, Growth Capital) (BPAHAOAE), ESG/Sustainable Investment Advisory (FSAEAAAJ)

Keywords

• Investment banking services
• Merger acquisition advisory
• Capital markets advisory
• Corporate finance advisory
• Financial restructuring advisory

Headquarters

HQ city

Warsaw

HQ country

Poland

HQ region

Europe

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Investment Banking Advisory Fees: Pekao Investment Banking generates revenue through advisory fees for M&A transactions, corporate finance mandates, capital markets transactions, and ESG advisory services. Fees are typically structured as transaction-based success fees or retainers.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels2 records

Core offering

Pekao Investment Banking S.A. provides comprehensive investment banking advisory services in Poland, covering the full transaction lifecycle. Its core offerings include M&A Advisory (buy-side and sell-side mandate execution, due diligence oversight, valuation, and financing arrangements), Financial Advisory for private and public sector clients, Capital Markets (ECM) advisory, ESG Advisory for sustainable financing, and Financial Restructuring advisory for distressed enterprises.

Product overview

Pekao Investment Banking S.A. operates as a provider of comprehensive investment banking services in Poland with over 30 years of experience. The company offers a unified platform of advisory services centered around four core products: M&A Advisory Services (Doradztwo Fuzji i Przejęć), Financial Advisory (Doradztwo Finansowe), Capital Markets Services (Rynki Kapitałowe), and ESG Advisory (Doradztwo ESG). Additional offerings include Financial Restructuring (Restrukturyzacja Finansowa) services. These products are designed to work together, enabling the firm to provide end-to-end transaction support from strategic advisory through execution across mergers, acquisitions, corporate finance, and capital markets transactions.

Differentiator

Problem solved

Functional benefit

Products and services

• M&A Advisory Services (Doradztwo Fuzji i Przejęć)

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• Bank Pekao S.A.coreOthersPekao Investment Banking S.A. is a subsidiary of Bank Pekao S.A., one of Poland's largest banking institutions. The parent company provides the distribution network, corporate client relationships, and institutional backing. Pekao Investment Banking operates under the Bank Pekao brand and refers to Bank Pekao S.A.'s full corporate banking offering.

Scale indicators3 records

Recent moves6 records

Expansion highlights5 records

Broad incumbents

• Lazard Poland: Global financial advisory firm with Warsaw office focused on M&A, restructurings, and capital markets advisory. Comparable as an advisor to large Polish corporates on complex transactions, with broader international reach and scale.
• Rothschild & Co Poland: Global M&A advisory firm with a long-standing Warsaw presence, advising on many of Poland's largest transactions. Comparable as a high-end M&A and corporate finance advisor to large Polish corporates, but with global execution capacity and a broader geographic footprint.

Direct peers

• Santander Investment Poland: Polish investment banking operation of Banco Santander. Competes directly in Polish M&A advisory, ECM, and corporate finance for mid- and large-cap Polish corporates, with comparable parent-bank distribution model and cross-border capabilities.
• Trigon Dom Maklerski: One of Poland's leading domestic investment banking boutiques specializing in M&A advisory and equity capital markets. Directly comparable as a Poland-focused IB serving mid-market and large corporate clients across M&A, ECM, and corporate finance.
• Biuro Maklerskie PKO BP: Brokerage house of PKO Bank Polski, Poland's largest bank by assets. Competes directly with Pekao IB in Polish ECM, M&A advisory, and corporate finance, with analogous parent-bank distribution advantage and institutional client base.
• Ipopema Securities: Warsaw-based investment banking and brokerage firm active in ECM, M&A advisory, and brokerage services. Comparable as a domestically focused Polish IB serving corporate clients with a similar product breadth across capital markets and advisory mandates.
• BNP Paribas Investment Banking Poland: Polish IB franchise of BNP Paribas, a major European universal bank. Directly comparable in Polish M&A advisory, ECM, and corporate finance mandates, with the additional competitive dimension of global execution capacity on cross-border deals.
• Citi Handlowy (Investment Banking): Polish corporate and investment banking arm of Citigroup, one of the largest international banks operating in Poland. Comparable as a Polish-headquartered IB offering M&A advisory, capital markets, and corporate finance to large Polish corporates.
• mBank Dom Maklerski: Investment banking and brokerage arm of mBank (formerly BRE Bank), one of Poland's largest universal banks. Directly comparable as a Polish-headquartered, mid-size IB offering M&A, ECM, and corporate finance advisory to corporate clients, with similar parent-bank distribution synergies.
• Dom Maklerski BOŚ Banku: Brokerage house of BOŚ Bank, active in Polish ECM, M&A advisory, and corporate finance. Comparable as a domestically focused Polish IB with parent-bank backing, serving mid-market and larger Polish corporates.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/pekao-investment-banking-pib

Compliance3 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 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 Pekao Investment Banking