Roklen - Comprehensive expertise in all areas of global finance TM

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Roklen Fin is an independent investment banking firm advising on mergers and acquisitions, as well as equity and debt private placements and public fundraising, financial restructuring and recapitalisations

We offer our clients extensive cross border transactional capabilities across Central and Eastern Europe, including Russia and CIS, and in German speaking countries

We work on a deal-by-deal basis with leading global investment banks and with specialised independent corporate finance firms in the UK, Germany, across nearly all countries of Central and Eastern Europe, as well as UAE and China which provide the best access to local decision makers and investors, and the best sector, product and execution capabilities

M&A Advisory

M&A Advisory

Independent advisory on mergers, acquisitions or divestitures, joint ventures and corporate restructurings. Particular expertise in complex cross-border situations in CEE

Fund Raising

Fund Raising

Equity and debt private placement for corporates and specific projects, capital raising for investment funds

Capital Markets

Capital Markets

Services to companies seeking to raise public Equity or Debt, and Structured Finance. Through our wholly owned subsidiary, a licensed securities trader and member of Prague Stock Exchange, we plan to offer arranging and underwriting of initial public offerings (IPOs), secondary public offerings (SPOs), bond and convertible and exchangeable bond issues

Restructuring

Restructuring

Restructuring of liabilities/debt with banks and creditors. We work with distressed and under-performing businesses, advising on how to improve or to restructure and assist with strategic change

Squeeze Outs and Public Tenders

Squeeze outs and Public Tenders

Through our wholly owned subsidiary we plan to offer additional capital markets services which require securities trader license, including, inter alia, squeeze outs and public tenders in compliance with Czech and EU capital markets regulation

Independent Advisory

Roklen Corporate Finance is an independent corporate finance advisor. We have no affiliation with any financial or other institutions which could lead to potential conflict of interest and we are incentivized solely by our clients. In specific situations we cooperate with ”best-of-breed” sector and product specialists in leading investment banks and independent corporate finance firms globally

Deal Experience

We have a strong M&A and corporate finance advisory to execution track record, having advised on 60+ transactions with total volume in excess of EUR30bn

Pan-regional Focus and Global Access

At Roklen Fin we have accumulated over 25 years of experience working on corporate finance deals across CEE, Russia and Turkey. We are affiliated with Mergers Alliance International Partnership, a global network of corporate finance firms which includes over 400 highly talented corporate finance professionals based in 42 offices around the world. Further informal network of local partners, like-minded independent corporate finance firms in Germany (DACH), Poland, Slovakia, the Baltics, Hungary, the Balkans, Ukraine, Russia, China and UAE

Rating advisory
Strategic advisor
Strategic advisor German Targets
Sell-side advisor PENTA
M&A and Debt Advisor to EPH EP
Buy-side advisor BC Partners
Sell-side advisor EUR 105 mln
Contested aquisition of Pliva Actavis EUR 2.5 bn
Advisor to Board Public takeover offer EUR 851 mln
Sole Book Runner Exchangeable Bond EUR 639 mln
Sole Placement Agent Real Estate Fund EUR 100 mln
Aquisition of 25% of INA EUR 505 mln
Financial Advisor Joint Book Runner IPO EUR 320 mln
Aquisition of Slovnaft on behalf of MOL EUR 240 mln
Self-side Advisor FNM
Self-side Advisor OCKA
Advisor to Board Defense Strategy Against Unsolicited Bid
Andrea Lauren
Andrea Lauren
Managing Director


Roklen Fin is providing independent corporate finance advisory (M&A, financial restructurings, private and public debt and equity) out of Prague with cross-border regional focus in German speaking countries and CEE

Contact details:

M: +420 724 896 609
lauren@roklen.cz

Andrea Lauren is a senior corporate finance professional with over 17 years of work experience in CEE, Russia and Turkey. Andrea spent the past 13 years working in London, as a senior M&A banker in HSBC and JPMorgan. Prior to that she was with Citigroup, Credit Lyonnais and ABN AMRO Bank in Prague where she started her career in 1995

Andrea has a strong M&A execution track record at team leader level, having advised on 30+ transactions with total volume in excess of EUR25bn

Primarily an M&A banker, she acted as a project leader of teams of up to 50 professionals responsible for deal negotiations, structuring and funding, coordinating comprehensive accounting, tax, legal and technical advice and PR

Andrea has developed a long-standing cooperation with a network of leading corporate finance advisors in Poland, Hungary, Romania, all countries of former Yugoslavia, the Baltics, Ukraine and Russia, as well as several independent sector advisory firms based in London and Germany

Andrea acted as advisor on multiple large regional deals including, inter alia:

  • Rating advisor to Cesky Aeroholding
  • Advisor to shareholders of Slevomat on strategic options
  • Advisor to KKCG on certain acquisition targets in Germany
  • Sell-side advisor to Penta on sale of Alpha Medical, the leading medical lab operator in Czech and Slovak Republics
  • Advisor to EPH on M&A and financing in EPH’s bid for Enea, the 3rd largest Polish power company
  • Advisor to BC Partners on the bid for Zabka, the Polish retailer, sold by Penta
  • Advisor to private equity shareholders on a EUR105m sale of Centrum internet portal to Warburg Pincus
  • Advised TAV, the Turkish airport operator, on its US$320m IPO
  • Advisor to Actavis on US$2.5bn unsolicited leveraged takeover bid for Croatian pharma company Pliva
  • Advisor to BorsodChem on a US$851m public offer by private equity firms Permira and VCP
  • Sole bookrunner on a EUR639m exchangeable bond exchangeable into Gedeon Richter, the leading CEE pharma company
  • Sole equity placement agent for EUR100m CEE real estate fund
  • Advisor to MOL on a US$240m buyout of minority shareholders in Slovnaft
  • Advisor to MOL on a EUR505m acquisition of a strategic stake in Croatian oil & gas company INA
  • Advisor to the National Property Fund of the Czech Republic on privatisation of Cesky Telecom
  • Advisor to Czech Consolidation Agency on privatisation of engineering conglomerate Skoda Holding
  • Advisor to BorsodChem on defense strategy against a hostile bid

Andrea holds a BA in Business Administration from Odense University, Denmark, and is a Chartered Financial Analyst (CFA)

Jakub Burda
Jakub Burda
Roklen Corporate Finance Director


Jakub Burda works as a Director in the Corporate Finance department, where he is responsible for the development of the department and management of M&A transactions

Contact details:

M: +420 602 717 976
burda@roklen.cz

A senior investment banker,Jakub Burda has more than 8 years of experience in the field of corporate finance with focus on mergers and acquisitions (M&A). Jakub currently holds the position of Roklen Corporate Finance Director. He started his professional career in the corporate finance department of Patria, a member of KBC Group, where he was responsible for deal origination and management, and the execution of sell-side and buy-side mandates in the Czech Republic as well as deals with cross-border aspect.
Jakub advised on more than twelve transactions with a total volume exceeding CZK 7 bn

His advisory activities within M&A deals include primarily project management of transaction teams, negotiation and moderation between contractual parties, coordination and execution of advisory services in the field of market analysis, company valuation, due diligence, feasibility studies, assessment of investment opportunities, and marketing strategy consultancy
Graduated as a civil engineer, Jakub is a specialist on construction sector deals (general contractors, sub-contractors, real estate, mining and production of construction materials, etc.). He also contributed to projects in the field of machinery, transportation, food industry and retail

Jakub acted as adviser on transactions for leading regional companies including:

  • Advisory to shareholders of Viamont DSP (a specialized construction company) on sale to STRABAG holding
  • Advisory to p.k.Solvent (operator of TETA chemist’s chain) on acquisiton of Czech subsidiary of SCHLECKER (Germany-based drug retailer)
  • Advisory to shareholder of DIS Brno (a specialized construction company) on sale to PSJ Group
  • Advisory to shareholder of OMEGA SERVIS HOLDING (a specialized transportation company) to GCA
  • Advisory to an undisclosed Czech company, the European leader in the construction of clean premises, on sale to a financial investor
  • Advisory to shareholders of KRPA Dehtochema (a leading producer of water-proofing technology) on sale to KVK
  • Advisory to shareholders of ACIS (petrol station facility manager and builder) on sale to TOKHEIM
  • Advisory to shareholders of GiTy (electro-installation company) on divestiture
  • Advisory on sale of AVÍZO, a producer of insulation and shock resistant materials
  • Advisory on acquisition of RD Rýmařov, a manufacturer of prefabricated wooden houses
  • Advisory to shareholders of Panbex (industrial floor developer and manufacturer) on sale to a Swiss group Sika

Jakub’s clients in strategic consultancy include SKANSKA, United Bakeries, SMP (Vinci Group), Nexity, Český Aeroholding, Schneider Electrics, DORMA, ČD Cargo, LUMEN Energy and Železničné stavby Košice

Jakub Burda holds a master’s degree from the Czech Technical University in Prague, Faculty of Civil Engineering, majoring in Management and Economics

Jan Mach
Jan Mach
Roklen 360 Managing Director


Jan Mach works as a Managing Director of Roklen360. He has more than 20 years of experience in capital markets

Contact details:

M: +420 603 482 080
mach@roklen.cz

Jan held the position of Head of Trading and Prime Broker. Later, he worked as a Head of Corporate Finance department. He participated in the preparation and organization of takeover bids, auctions, public proposals and transformation of organizations for more than 100 companies. Currently, Jan is a member of the Board of Roklen360 a.s.

In 1994 Jan graduated from the Faculty of Electrical Engineering and Computer Science of Brno University of Technology, majoring in automation control systems in electrical engineering
After graduation, he received training for preparation for brokerage examination and training in trading at terminal RM-S

  • In 1995, Jan successfully passed brokerage examination and received a permission to act as a broker
  • In 1995 he also founded Finance Zlín, s.r.o., which obtained a license of a securities trader in the same year. Between 1995 – 2002 Jan served as an executive director of FINANCE Zlín, s.r.o.
  • In 1998 he passed Derivatives I and Derivatives II training organized by RM-System.
  • In August 2000, Jan undertook an internship at the Danish securities trader MIDAS FONDSMAEGLERSELSKAB A / S
  • In 2003, 2006, 2011 Jan executed the processes and was involved in processing of applications for extension of authorization for providing investment services for FINANCE Zlín, a.s. In all cases, the Czech National Bank granted its approval

In 1994 Jan graduated from the Faculty of Electrical Engineering and Computer Science of Brno University of Technology, majoring in automation control systems in electrical engineering

Libor Buček
Libor Buček
Roklen 360


Libor Buček is a professional in the field of corporate finance with over 20 years of experience in capital markets. He focuses on special operations in capital markets and on business valuation

Contact details:

M: +420 604 372 957
bucek@roklen.cz

Libor has participated in organizing more than 100 auctions, processed more than 300 business valuations, realized dozens of squeeze-outs, and provided advisory during division of several transport companies

  • Between 1993 – 1998 Libor worked at Foresbank, a.s., firstly as an officer of the commercial department, later in charge of activities relating to the performance of the functions of depositary of investment companies and special operations with securities
  • Between 1998 - 2002 he acted as an independent expert witness in the field of economics, focusing on prices and estimates, specialization in securities. For clients he processed expert opinions or reports for the purpose of measuring the contribution to companies, proving reasonableness of the price of securities in takeovers, reviewing draft merger agreements, renting part of businesses, and transferring assets to shareholders
  • Beginning in 2002 and until today, Libor is an employee of Finance Zlín, a.s. (now Roklen360 a.s.), where he is responsible especially for advisory services relating to takeovers, squeeze-outs, public proposals of contracts for the purchase of shares, auctions, changes of the form of securities, as well as for providing advices on transformations of companies
  • Libor has participated in organizing more than 100 auctions, processed more than 300 business valuations, realized dozens of squeeze-outs, and provided advisory during division of several transport companies.
  • For several years he worked in both statutory and supervisory bodies of production and financial institutions.
  • In 1989 he graduated from VAAZ Brno, majoring in aircraft design. Libor holds a brokerage license and is an authorized expert in the field of economics, area of price and estimates, specializing in securities and businesses




Radek Musil
Radek Musil
Roklen Coporate Finance Analyst

Contact details:

M: +420 724 082 522
musil@roklen.cz

Radek Musil is an Analyst in the Corporate Finance department from 2014. He provides analytical support to acquisitions and divestitures and participates in their process and execution

  • Prior to joining Roklen Corporate Finance Radek worked in pharmaceutical industry. In 2013 he was a member of the winning team of the Czech Republic round of the CFA Institute Research Challenge 2013, representing the Czech Republic in the EMEA regional round in London and consequently receiving a scholarship to the CFA program

Radek graduated from University of New York in Prague in Business Administration as a top student in his class and holds a Master of Science degree from the Department of Accounting of the prestigious London School of Economics, with Merit

Tomáš Juchelka
Tomáš Juchelka
Roklen Corporate Finance Analyst

Contact details:

M: +420 774 884 125
juchelka@roklen.cz

Tomáš Juchelka is an Analyst in the Corporate Finance department from 2015. He provides analytical support to acquisitions and divestitures and participates in their process and execution

  • Prior to joining Roklen Corporate Finance, Tomas worked for Venture Investors Corporate Finance s.r.o., as a junior analyst
  • Tomas completed summer internship programs in Top Corporations and Investment banking departments at Komerční banka, a.s.

Tomáš received his Bachelor degree from the Institute of Economic Studies of the Charles University in Prague and he continues his studies seeking his Masters degree majoring in Finance, Financial markets and Banking

Milan Sekerák
Milan Sekerák
Roklen Corporate Finance Analyst

Contact details:

M: +420 776 223 118
sekerak@roklen.cz

Milan Sekerák is an Analyst in the Corporate Finance department from 2015. He provides analytical support to acquisitions and divestitures and participates in their process and execution

  • Prior to joining Roklen Corporate Finance, Milan worked for UniCredit Bank Czech Republic a.s. as a Business Analyst
  • Milan participated student exchange program at HEC Montréal in 2015

Milan received his Bachelor degree from the University of Economics in Prague and he continues his studies seeking his Master’s degree majoring in Banking and Insurance and minoring in Business and property valuationu

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