Directory · BG
Investment Banking in Bulgaria
A register of firms and the professionals working at them in the Investment Banking sector based in Bulgaria. Browse the public index, then filter or export on Kipplo.
Companies
16 on file
Mmc
Investment advisory in middle market companies (transaction values Euro 20-200 Million). Core competences in corporate finance, advisory and research. Specialist in identifying growth model for expansion financing. International coverage of competitive intelligence services.
1 to 10 staff
Pnl
PNL is a leading independent investment banking and advisory firm based in Sofia, Bulgaria. It provides merger and acquisition (M&A) advisory, financing solutions, valuations, market entry and strategic advisory services to institutions, corporations, mid-size businesses and multinational companies.
11 to 50 staff
Up Trend Ltd
UpTrend Ltd. was established in 1997 and proved to be one of the first investment intermediaries being licensed in Bulgaria. Bull Trend is a member of the Bulgarian Stock Exchange PLC and Central Depository PLC since 1998. We consult and manage the assets of wide range of clients. We prefer long-term strategies, but we don't miss the short-term opportunities that our markets provide. Our financial commentaries and analyses are widely covered in the media. The company is in possession of a full license to perform activities as an investment intermediary within the European Union and the European Economic Area:+reception and delivery of orders in relation to one or more financial instruments, including intermediation for entering into transactions with financial instruments;+execution of orders on behalf of clients;+dealing on own account in financial instruments;+management of investment portfolio;+providing of investment consultations to a client;+underwriting of issues of financial instruments and/or offering for initial sale financial instruments in the conditions of unconditional and irrevocable commitment for subscription/acquisition of the financial instruments for own account;+offering for initial sale of financial instruments without an unconditional and irrevocable commitment for acquisition of the financial instruments for own account;+safekeeping and administration of financial instruments for client account, including custodianship (keeping financial instruments and client cash in a depository institution) and related services such as management of the received cash/provided collateral;+granting loans for carrying out of transactions in one or more financial instruments, provided that the entity granting the loan is involved in the transaction under conditions and procedure, laid down in an ordinance;+and many more customer needs designed solutions.
11 to 50 staff
Karoll Investment, An Oaklins Member Firm
Karoll Investment, an Oaklins member firm is a local leading investment banking boutique, delivering strategic advice on Mergers & Acquisitions and Capital Market deals to corporations in the Southeast European Region. We have advised leading companies in the Alcoholic, Food & Beverage, Manufacturing, Agricultural, and Financial Services industries on internal and cross-border M&A transactions. Karoll Investment is the member firm of Oaklins in Bulgaria. Oaklins is the world’s most experienced mid-market M&A advisor, with over 850 professionals globally, dedicated industry teams in more than 45 countries, and over 1,700 closed transactions in the past five years. General Contact: karoll_investment@karoll.bg
1 to 10 staff
Maconis Llc
MACONIS is a first class corporate finance advisory firm, with clients across the major industry groups. MACONIS employs experts in the areas of M&A, valuations, financings, transaction services, corporate restructuring and turnarounds, strategic management, and other investment related advisory. The firm, in alliance with its partners, serves as one-stop shop for foreign investors entering or exiting the Bulgarian and regional markets. Its clients are international and domestic commercial and industrial companies, as well as banks and financial institutions. Maconis LLC was nominated for the 3rd CEE M&A Award as the 2018 M&A Investment Bank of the Year Member of Corporate Finance in Europe - professional network of European M&A advisors. Below is a select list of clients, whom we helped establish, maintain and grow a competitive position in Bulgaria: Westinghouse Services Microsoft Bulgaria E.ON Siemens Bulgaria Samsung Bulgarian National Bank XEMC China Maersk Logistics/Damco Raiffeisen Investment Mondelez EVN Bulgarian Energy Holding EAD Sopharma Trading AD TBI Ebioss Energy Bulstrad Vienna Insurance AD Aroma AD Trace Group Sofia Municipality Ecopharm CredoWeb
1 to 10 staff
New Europe Corporate Advisory, Ltd
NECA’s founding partner Ken Lefkowitz, a US-trained economist, moved to Sofia in 1995 to participate firsthand in southeast Europe’s transition to a market economy. Helping to advance that transition, and helping clients realize the resulting opportunities, remains NECA’s primary focus today. We seek out projects and transactions that impact the industrial and economic landscape. We seek to connect capital and strategic partners to the most capable entrepreneurs. We engage with entrepreneurs to raise their games and advance their projects. NECA’s ambition is to set the region’s standard for informed, effective financial and strategic advice on M&A, capital-raising, project development, and restructuring. We work to a global standard of service and compliance, but navigate effectively the region’s many operational hurdles. We offer a diverse professional team from 3 countries in the region. We mobilize expertise across the sectors relevant for the region, notably energy, TMT, water/environment, mining/resources, transportation, infrastructure, financial institutions, and FMCG/retail. NECA leverages additional expertise and contacts through its participation in the networks of EPIC a Vienna-based investment house, and Wyn River a niche advisory firm focused on improving business performance, as well as through proprietary contacts with a range of independent industry experts.
1 to 10 staff
Prosuite Ventures
ProSuite.ventures is a pre-seed stage investment fund specializing in the development of AI-based SaaS solutions. Founded by Nicolas Korboulewsky, a pioneer in web development and AI, the company offers exceptional technological support to ambitious entrepreneurs looking to transform their professional know-how into an innovative and profitable business. The ProSuite.ventures team is made up of engineers specialized in AI and web development, who work tirelessly to transform ordinary software into intelligent software. With an investment of to ProSuite.ventures helps entrepreneurs build online agencies, AI services and AI start-ups, providing them with the tools and resources to bring their ideas to life. ProSuite.ventures' mission is to reimagine the future of business through AI and transform the business world for the better.
1 to 10 staff
Vhm Capital
VHM Capital, part of VHM Group, is an investment banking boutique based in Bulgaria. We specialize in mergers and acquisitions (M&A), fundraising, corporate finance, turnaround management, financial/investment consulting. We have been building our inhouse global investors database with institutional investors – venture capital and private equity funds, mezzanine funds, family offices, banks, insurers, endowments, pension funds, fund of funds, sovereign wealth funds, high net worth individuals, which now reaches 7 400 and counting. With this powerful platform we can provide clients with a quick access to the global private financial market. We are geography, sector, and market segment agnostic. Nevertheless, we can bring highest value to startups, early stage and middle market companies based in EU or North America. Throughout the years, we have piled up vast expertise in: Real estate, Energy, Manufacturing, Hotels/Resorts, Agriculture/Aquaculture, Technology. Via collaboration with licensed dealer we can support a private company to go public in the main stock exchanges in EU and USA. Through our sister company - VHM Project, we deliver project management, procurement, and consulting services to project developers. Thus, we enlarge our service portfolio and offer clients a “one stop shop” solution in investment process.
1 to 10 staff
Wolfteam Ltd
Value, Mergers and Acquisitions advisory, Capital Raising, Preseed, Seed, Valuations, Corporate Finance, Financial Instruments Valuations, Market Risk Advisory Proficient financial advisory services
1 to 10 staff
Sortis Group
A group of companies comprised of: SORTIS INVEST - investment banking, mergers & acquisitions, private equity, debt advisory SORTIS REAL ESTATE - real estate investment management SORTIS VENTURES – private equity and venture capital investment management SORTIS HOSPITALITY – hotel and hospitality asset management
1 to 10 staff
Disl Securities Ltd
Инвестиционният посредник Д.И.С.Л. Секюритийс АД предлага широка гама от финансови продукти и услуги в сферата на капиталовите пазари, инвестиционни продукти и финансово консултиране.
1 to 10 staff
Entrea Capital
Entrea Capital is a leading financial advisory firm focused on serving clients in Bulgaria and South-East Europe. Our core expertise is M&A advisory. In addition to M&A advisory, we help our clients with a range of fundraising and corporate finance services.
1 to 10 staff
Bulgarian Deposit Insurance Fund
Bulgarian Deposit Insurance Fund (BDIF) is a legal entity, established under the adopted in 1998 Law on Bank Deposit Guarantee. The Fund protects depositors’ funds in banks up to BGN (EUR as well as creditors’ interests in bank bankruptcy proceedings, thus promoting stability of and confidence in the banking system. http://dif.bg/en/
1 to 10 staff
Advance Terrafund Reit
Advance Terrafund REIT is the largest public company owner of farmland in Bulgaria. The main focus of the company is seeking strong capital appreciation by quick consolidation of the acquired plots. At the same time the Fund is aiming at providing its shareholders with current yield coming from rent and/or sale. Advance Terrafund is not a farmer but only a landowner. To secure the current yield, the company has established long-term relationship with the leading farming companies in Bulgaria.
51 to 200 staff
Bac Securities Bac Ltd Bac Green Energy
About section: 2024 Euromoney Best ESG Securities House - BAC one of the two ESG awards for CEE and Caucasus - Best ESG Securities House for Bulgaria 2024 Best Emerging Markets Green Energy Asset Manager Cosmopolitan 2024 Best CEO of Financial Market – Poland 2024, Gazette Intl. Magazine (GIM) 2024 Best Sustainable Development Company – Saudi Arabia 2024 GIM 2024 Best Asset Management Company – Romania 2024 GIM 2024 Most Sustainable Advisory and Financial Structuring Services – UAE 2024 GIM 2024 Most Sustainable Investment Banking Solutions – Saudi Arabia 2024 GIM 2023 European CEO of the Year in the Finance Industry for BAC Sec's/BAC Ltd, European CEO Awards 2023 Best Global Investment Bank, Debt, Global Finance Magazine, region CEE 2023 Best New Asset Management Brand - Middle East, Global Brands Magazine 2023 Sustainability Leader in Emerging Markets, Global Business Magazine (GBM) 2023 CEO of the Year in Green Energy for Emerging Markets 2023 Alex Bebov, GBM 2023 Best Asset Management House in CEEurope, Global Business Magazine (GBM) 2023 Leading Boutique Investment Bank CEE, WBO 2023 Most Reliable Private Equity Funds Provider CEE, WBO 2023 Most Sustainable Asset Manager CEEurope (CEE), World Economic Magazine 2023 Best Asset Management Company CEE, WEM 2023 Best ECM House in Energy Project Financing CEE 2023, WEM 2022 Sustainability Leader in Emerging Markets, Global Business Magazine (GBM) 2022 CEO of the Year in Green Energy for Emerging Markets (Alex Bebov), GBM 2022 Best Asset Management House in Central and Eastern Europe 2022, GBM 2022 Best Sustainable Development Company CEE 2022, Global Business Review Magazine 2022 Outstanding Contribution In Investment Company CEE 2022 - Mr. Alex Bebov, GBRM 2022 Best Sustainable Development Company, Central and Eastern Europe (CEE), by GBRM 2022 Best CEO in Green Energy - Mr. Alexander Bebov – Eastern Europe 2022, BTabloid 2021 Best Sustainable Development Company, Central & Eastern Europe, Global Banking & Finance
11 to 50 staff
Sustainable Cities Fund Фонд За Устойчиви Градове
ДЗЗД „Фонд за устойчиви градове“ е избран през август 2018 г. за фонд за градско развитие за територията на София и Южна България след проведена процедура от Фонд мениджър на финансови инструменти в България. Фондът обединява опита и експертизата на Фонд за устойчиво градско развитие – фонд за градско развитие на София за периода 2007-2013 г, Фонд ФЛАГ, Обединена българска банка (ОББ) и Българска консултантска организация (БКО). Общият разполагаем ресурс на фонда е 320 млн. лв, от които близо 200 млн. лв. са съфинансиране от Европейския фонд за регионално развитие по Оперативна програма „Региони в растеж“ 2014-2020“. Фондът предoставя дългосрочни заеми с вградени гаранции, насочени към широк кръг потенциални крайни получатели за проекти за градско развитие и културно наследство. Какъв тип проекти се финансират? • подобряване на качеството на градската среда - паркове, зоопаркове, детски площадки, пазари, градски площади, алеи и тротоари и др; • развитие на екологичен и устойчив градски транспорт - планове за управление на движението и ИТС, улични мрежи, пешеходни и велоспипедни алеи, паркинги и др; • развитие на спортна и културна инфраструктура - спортни зали, плувни басейни, футболни игрища, стадиони, културни центрове, театри, читалища, библиотеки, опери, галерии, изложбени зали и др; • инвестиции в зони с потенциал за икономическо развитие - строителство и ремонт на бизнес и индустриални зони, техническа инфраструктура и др; • повишаване на енергийната ефективност в студентски общежития и в еднофамилни жилищни сгради – постигане на минимален стандарт за ЕЕ клас «С» и намаление на енергийното потребление с над 60% при основно обновяване; • инвестиции в проекти за развитие на туризма, свързани с недвижима културна ценност/и с категория „национално или световно значение“ - развитие на туристически продукт, туристическа инфраструктура – алеи, пътеки, посетителски центрове, дребномащабна техническа инфраструктура и др.
11 to 50 staff
