Szymon Balcerzak

Head of Transaction Advisory and Analysis

Szymon Balcerzak
phone:
+48 602 672 947
office:
Warsaw

Szymon is involved in finance sourcing, M&A and asset purchase/sales transactions. In his practice, Szymon provides comprehensive advice including the identification of potential transactions, analysis of financial and shareholder needs, development of investment strategies, project team management (including preparation of forecasts and valuations), establishing and maintaining relations with investment funds, negotiation of transaction terms.

Szymon has participated in numerous processes relating to finance sourcing, including the structuring of a real estate JV with a total value in excess of EUR 200,000,000. He lead the process of sale of shares in an undertaking valued at over PLN 300,000,000, and has prepared or supervised valuations of companies and intangible assets, including in the energy, infrastructure or FMCG sectors. Szymon is also involved in Venture Capital financing processes.

Szymon was also responsible for the establishment and development of the K&P Transfer Pricing Team, which in 2017 and 2018 was nominated for the prestigious international award Polish Transfer Pricing Firm of the Year organised by “International Tax Review”.

Languages: Polish, English.

Education: Łazarski University, the faculty of Law and Administration; the Warsaw School of Economics, Economic Analysis of Law; the University of Warsaw, the faculty of Management.

  • Schooner Capital LLC – developing legal and economic analysis for the purpose of representing the American fund in a multi-million investment arbitration dispute against the Republic of Poland under the ICSID Additional Facilities rules and Polish-U.S. Business and Economic Relations Treaty. The dispute concerns the privatization of the Polish fat industry.
  • Oerlemans Foods - providing advice and risk assessment analysis related to transfer pricing matters in the group. Developing transfer pricing documentation for transactions with associated enterprises.
  • Polska Press – providing advice, risk assessment analysis related to transfer pricing matters in the group. Establishing transfer pricing policy for the group and developing transfer pricing documentation for transactions with associated enterprises. Legal advice related to Special Economic Zones.
  • Pharm-Olam (Poland) – providing advice and risk assessment analysis related to transfer pricing matters in the group. Developing transfer pricing documentation for transactions with associated enterprises.
  • TUI Poland – providing advice and risk assessment analysis related to transfer pricing matters in the group. Developing transfer pricing documentation for transactions with associated enterprises.
  • Nagashima Ohno & Tsunematsu – consultancy in the field of transfer pricing provided for one of the leading law firms in Japan with offices in New York, Singapore, Bangkok, Hanoi, Shanghai and Jakarta.