How we work

Investment policy

PURCHASE OF STOCKS OR SHARES
Buy shares from owners interested in selling. It is also possible for the Fund to cover the issue of new shares.

LEVERAGED TRANSACTION
In many cases we use debt financing transactions in order to increase the rate of return on investment.

SIGNIFICANT SHARE
We prefer situations where the fund has the position of majority shareholder.

MANAGERS SHARE
We realise transactions in which managers involve their own financial resources.

LEVEL OF INVESTMENT
A typical investment made by the Fund ranges from 2 million to 7 million Euros. In certain cases, the level of individual investments can be increased to 15 million Euros.

LOCATION
We primarily invest in companies operating in Poland, but are also interested in transactions in other countries of Central and Eastern Europe.

LENGTH OF INVESTMENT
Typically from 3 to 7 years

MARKET POSITION
We want to work with leading companies in a selected market segment, a proven business model and an established position.

FINANCIAL RESULTS
We expect stable financial results with potential for further growth. In exceptional cases, we can become involved in restructuring projects.

INDUSTRY
We have no industry preference, but as a rule do not invest in the production and marketing of alcohol or tobacco, gambling, speculative ventures, the armaments industry or in companies using technologies particularly problematic for the environment.

Biznes tworzą ludzie, a ludzie z AVALLONA, dali się nam poznać jako odpowiedzialni, a ich deklaracje są zawsze realizowane. Jako instytucja – Fundusz AVALLON jest elastyczny, podejmuje wyzwania i rozmawia z Partnerami używając argumentów merytorycznych. Dzięki temu, że jest niezależny – nie boi się realizacji odważnych pomysłów.

Aleksander Gromek
Prezes Zarządu

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