M&A Advisory

Roklen Corporate Finance is a specialist in the M&A advisory, building its reputation on strong, enduring relationships,
trust and effective collaboration with its clients

9

Experienced professionals

22

Total deal value (CZK bn.)

55

Successfully undertaken projects

Since the foundation in 2014, Roklen Corporate Finance has quickly built a strong position on the Czech M&A market and in many areas of the capital markets in which is its branch in Zlín active for more than 20 years. 

The reliable and professional team is ready to provide top notch service to its clients according to their individual needs.

 

Roklen Corporate Finance is advisor and approved analyst for the START market.

  

START

About us

Roklen Corporate Finance, a member of the Roklen Holding, is an independent investment banking firm advising on mergers and acquisitions, divestments, equity and debt fundraising, IPOs on the START market or financial restructuring and recapitalizations.

We offer to our clients wide-ranging transaction abilities and experience covering the entire CEE region. The Roklen Corporate Finance team possesses knowledge of all the major sectors which is validated by the long list of transactions advised.

We work on a deal-by-deal basis with leading international investment banks and specialized independent corporate finance firms. Our flexibility and wide network of business contacts enables us to have an outstanding access to local as well as foreign investors, local entrepreneurs and financial institutions.

Services

M&A advisory

The Roklen CF Team provides complex and independent advisory in the areas of mergers and acquisitions, divestments, joint ventures, leveraged buyouts and corporate restructuring. Roklen CF offers a full range of advisory services and management of the whole process, from initial analysis to transaction settlement.


Fundraising

Equity and debt private placements for companies and specific projects, capital raising for investment funds, structured finance products.


Capital markets

Services to companies seeking to raise public Equity or Debt on public capital markets, either through initial public offerings (IPO) or secondary public offerings.


Restructuring

Restructuring of liabilities/debt with banks and other creditors of distressed or underperforming companies. Economic performance and strategic change advisory.


Special capital market services

Organization and execution of take-over bids and public auctions in accordance with the relevant Czech and EU capital markets laws. Transformations of the corporate form, book shares, administration of evidence of dematerialized and immobilized securities, management buy-outs and squeeze-outs.

Why Roklen CF

Independent advisory

We are an independent corporate finance advisor and we understand the needs of large corporations as well as small and medium sized enterprises. We have no affiliation to any other institution which could lead to potential conflict of interest and we are therefore incentivized solely by our clients’ needs.

Transaction experience

The Corporate Finance team has significant local and international investment banking experience. During our professional careers, we have successfully managed over 50 transactions valued over CZK 20 bil.

Regional focus

We have decades of cumulative transactional experience in the Central and Eastern European region. Our independence, reputation and position on the Czech market as well as reference transactions, goal-orientation and sufficient executive capacity make Roklen a partner of choice in the area of corporate finance.

References


Establishment of a strategic partnership

2023


Establishment of a joint venture with


2023

IdeaSense, s.r.o.

Sell-side advisory - sale of 100% share todo

2022

Buy-side advisory - acquisition of 100% share


2022

Sell-side advisory - sale of 100% share to


2022

Sell-side advisory - sale of 100% share to


2021

CCR Prague s.r.o.

Sell-side advisory - sale of majority share to


2021

Sell-side advisory - sale of 100% share


2021

Sell-side advisory - sale of 100% share


2021

Buy-side advisory - acquisition of 100% share

2021

Sell-side advisory - sale of 100% share

2021

Sell-side advisory - sale of minor share

2020

Sell-side advisory - sale of major share

2020

Sell-side advisory - sale of major share

2020



Buy-side advisory



2020

Sell-side advisory -
sale of 50% share

2020

Sell-side advisory

2020

Sell-side advisory -
sale of major share

2019

Market analysis and buy-side advisory


2019

Market analysis and buy-side advisory

2018

Sell-side advisory, sale of majority share

2018

Sell-side advisory, sale of 100% share


2018

Successful IPO on the START market


2018

Oversubscribed IPO on the START market


2018

Sell side advisory - minor share sold

2018

Buy-side advisory

2018

Sell-side advisory major share sold to

2018

Sell-side advisory major share sold to


2017

Private bond placement advisory


2017

Market analysis and acquisition advisory for the multinational listed utility company

2017

Strategic advisory and Market analysis

2017

Divestiture of part of the business

2017

Acquisition advisory and Market analysis

2016

General financial advisory

2016

Acquisition advisory of marketing boutique

2016

Financial advisory
Valuation

2016

Squeeze out

2016

Squeeze out

2016

Exclusive placement /fundraising for investment fond CZK 300 mio

2015

Divestiture to strategic partner

2015

Our Team

Team Prague - M&A Advisory

Jakub Burda

Managing Director

burda@roklen.cz

Detail

Jakub Burda works as a Managing Director in the Roklen Corporate Finance department, board member of the Roklen Holding a.s. and executive of Fundlift s.r.o. He is responsible for the development of the department and management of transactions. Jakub is a senior investment banker with more than 16 years of experience (Corporate Finance). He started his professional career in 2006 in the Corporate Finance department of Patria and progressed up to the Board of the Company. Later he was at the dawn of the Roklen Holding in 2014. During his advisory career, he has participated on more than 50 transactions worth 20 billions of CZK.

His main responsibility within the 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, senior expertise within company valuation, due diligence, feasibility studies, assessment of investment opportunities, and marketing strategy consultancy.

Jakub is a sector specialist in deals having roots in construction sector (general contractors, sub-contractors, real estate, mining and production of construction materials, etc). Furthermore, he participated in various projects in machinery, transportation industry, food industry and retail.

Jakub significantly helped to outset alternative market START by Prague Stock Exchange. As a lead manager and analyst runned two successfull IPOs of Fillamentum and AtomTrace.

Jakub acted as an advisor on transactions for leading regional companies, including: ČEZ, EP Rožnov, CCR, ČESKÁ ŽULA, Jež – kamenické práce, RD Rýmařov, ELCOM, 2JCP, SUEZ, Skanska, EUROVIA, SUDOP Group, DEK, ZAT, BREMA, BioVendor, Unipetrol, EXPLOSIVE Service, MOFO Distribution, United Bakeries, Český Aeroholding, Schneider Electrics, DORMA, ČD Cargo and others.

Jakub Burda holds a Master degree from the Czech Technical University in Prague, Faculty of Civil Engineering, with a major in management and economics.

Petr Kmoníček

Executive Director

kmonicek@roklen.cz

Detail

Petr Kmoníček works as an Executive Director in the Roklen Corporate Finance department since June 2018. His responsibilities include new deals acquisition and management and execution of the ongoing transactions.

Petr has more than 10 years working experience in corporate finance (M&A). Prior to joining Roklen, Petr worked in Corporate Finance department of Patria and earlier in ERSTE Group, where he was executing transaction in the Czech Republic and Slovakia.

Petr acted as an adviser on transactions for numerous companies such as sale of HERKUL and RELIEF PROJECTS – a major Czech construction group into the hands of AVE CZ / EP INDUSTRIES, sale of 2JCP´s majority – engineering group to the investment group Jet Investment, divestiture of HomeBrands, subsidiary of Unilever ČR, leading Czech company specializing in the distribution of the insecticides which was acquired by SC Johnson & Son; sale of APTO’s majority – LED lighting system integrator to Martin Burda Spa Group; divestiture of Fronek, spol. s r.o., Czech construction company sold to noted strategic investor – IMOS Brno; acquisition; acquisition of Valosun - distributor of pharmaceutical products and food supplements for pharmaceutical company Walmark; acquisition of the major share in Veletrhy Brno, acquisition of the SBAJ Inmart for the leading player in hydraulics components the Charvat Group; strategic advisory for the Skanska; elaboration of expert studies on sales of the residual assets of Ceske drahy; voluntary auction of the Hipodrom Most company’s assets owned by Severni energeticka; management buy-out of Profinit, DEL and others such as Cotring, 1. Liberecka bezpecnostni etc.

Petr was in charge of IPO of AtomTrace on the START market as the manager of the emission.

Petr graduated from the University of Economics in Prague, majoring in Corporate economy and management.

Vojtěch Štefan

Associate Director

stefan@roklen.cz

Detail

Vojtěch Štefan works as Associate Director in the Corporate Finance department since 2022. His responsibilities include new deals acquisition and management and execution of M&A transactions. Vojtěch has more than 5 years working experience in corporate finance with execution of transaction processes especially in the field of financial services, media and technology. Within ROKLEN group, Vojtěch also works as a project manager of the investment crowdfunding platform Fundlift.

Before joining Roklen, Vojtěch worked as associate at investment boutique CORPIN, where he gained experience in the field of M&A and transaction advisory. Among others, he was involved in the following transactions:

- Advising to Benson Oak & investors in leading online insurance broker KLIK with respect to their sale of 100% equity stake to Hungary-based leading online ins. broker Netrisk (owned by TA Associates & MCI)

- Advising to the shareholders of RENOMIA a.s. (the largest corporate insurance broker in the CEE region) on the sale of 30% equity stake to one of the lneading global insurance brokers Gallagher (NYSE)

- Advisory to the owers of Československá filmová společnost (operator of 4 pay-tv and one free-to-air TV channel) in the sale of a 100% stake to JOJ Media House

- Advising ArcelorMittal on the sale of GO Steel Frýdek Místek a.s., a world class producer of electrical steel located in the Czech Republic, to Poland-based Stalprodukt S.A.

Vojtěch‘s previous work experience also includes senior finance analyst at Accenture and sales trainee at IBM CEE.

Vojtěch graduated from the University of Economics in Prague, majoring in International business. During his studies, he attended courses within the Bcom program at McGill university in Montréal.

Michael Miláček

Associate

milacek@roklen.cz

Detail

Michael Miláček has been working at Roklen Corporate Finance since 2020. As an Associate, Michael is responsible for execution of M&A transactions and valuation projects. Michael has experience in transactions mainly in construction industry (sale of HERKUL a.s. and RELIEF PROJECTS, s.r.o.), engineering industry (acquisition of PBS Group) and energy industry (acquisition of PV Design and Build s.r.o. to ČEZ Group). Michael has also participated in valuation of several companies.

Prior to joining Roklen, Michael worked as a Consultant at PwC in Financial Services team, providing services mainly in the area of strategic planning, project management, controlling and accounting. Furthermore, Michael gained relevant financial experience while working at Unicredit.

Michael holds an MSc in Finance, and his major included business valuation and capital markets. During his undergraduate studies Michael completed an exchange program at the University of Cologne in Germany.

In 2020, Michael completed a Quantitative Finance program at the University of Otago in New Zealand and was awarded by University Dean for exceptional performance.

Adam Tománek

Associate

tomanek@roklen.cz

Detail

Adam Tománek has been working in the Corporate Finance department since 2020. His tasks include execution of transaction processes, valuation of companies, preparation of transaction documentation and documents for M&A transactions.

Adam has experience primarily in the financial services, IT, healthcare, food industry and design, engineering and implementation services segments.

Adam acted as an advisor on transactions such as sale of EP Rožnov, a.s. to ČEZ ESCO, a.s., sale of CCR Prague s.r.o. to NEUCA and sale of Cotring spol. s r.o. to Thein.

Before joining Roklen, Adam gained experience as a Consultant in PwC Česká republika in Financial Services team, providing services mainly in the area of strategic planning, project management, IT implementation and controlling. Furthermore, Adam was part of strategy departments in Česká spořitelna and EGAP, or participated in fundraising for startup Angee.

Adam holds Master's degree from Faculty of Law of the Charles University in Prague.

Tomáš Kovařík

Analyst

kovarik@roklen.cz

Detail

Tomáš Kovařík has been working as a Analyst in the Corporate Finance department since 2021. His task is analytical support in transactions, valuation of companies and preparation of documents for M&A transactions.

He is currently finishing his Master's degree at the University of Economics in Prague, where he is studying management, corporate economics and capital markets.

During his studies, Tomáš spent two semesters at the Czech Technical University in Prague and construction and construction technologies are subjects of interest to him.

Klára Polanská

Analyst

polanska@roklen.cz

Detail

Klára Polanská has been working as an Analyst in Corporate Finance since 2023, providing analytical support in transactions, valuation of companies and preparation of documents for M&A transactions.

She holds an MSc from the Faculty of Finance and Accounting at the University of Economics in Prague, where she specialized in business valuation. During her Master's studies she also completed an exchange program at Ghent University in Belgium.

Before joining Roklen, Klára worked as an assistant at TPA Czech Republic, where she gained experience in valuation and expert services.

Alan Klenor

Junior Analyst

alan.klenor@roklen.cz

Detail

Alan Klenor has been working as a Junior Analyst in the Corporate Finance department since 2023. His responsibilities include analytical support for transactions, company valuations, and preparing materials for M&A transactions.

He earned a degree in Economics and Finance from Boston College, where he focused on Private Equity and Fiscal and Monetary Policy. He was also a member of the golf team.

Lukáš Podzemský

Junior Analyst

podzemsky@roklen.cz

Detail

Lukáš Podzemský has been working as a Junior Analyst in the Corporate Finance department since 2023. His role involves analytical support in transactions, company valuations, and preparing materials for M&A transactions.

He is currently completing a master's degree in Economics and Finance at the Institute of Economic Studies, Faculty of Social Sciences, Charles University, specializing in financial markets and data analysis. During his undergraduate studies, he participated in an exchange program at the University of Barcelona in Spain.

Before joining Roklen, Lukáš worked at the Ministry of Labour and Social Affairs as a system administrator for MS2014+ and MS2021+, and also provided technical support in the administration of ESF projects.

 
Team Zlín - Special Capital Market Services

Jan Mach

Managing Director

mach@roklen.cz

Detail

Jan Mach has more than 20 years of experience with capital markets. He is a member of the Board and a Managing Director of Roklen 360 a.s. (previously Finance Zlin).

Jan held the position of Head of Trading and Prime Broker at Finance Zlin. 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.

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

 
 
 

 

Contacts

Praha

Roklen Holding a.s.
Václavské náměstí 838/9
Building B, VI. Floor
110 00 Praha 1
Phone: (+420) 236071606
E-mail: cf@roklen.cz

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Zlín

Roklen360 a.s.
Náměstí Míru 64
760 01 Zlín
Phone: (+420) 577217375
E-mail: cf@roklen.cz


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