Oresa's objective is to participate in the development process of the Central and Eastern Europe economies, by bringing efficient business solutions and a powerful set of values. Our investment strategy can be summarized as follows:

Geographic focus:

• Top priority - Poland and Romania;
• Sectors and business models where we have gained extensive experience. Oresa also invests in other countries in the region, including Ukraine and Serbia

Deal size:

• 5 - 15 million euros in equity investment
• The range is flexible and we can commit investments well above 15 million euros, should the opportunity be highly attractive

Sector focus:

• Business services;
• Financial services;
• Construction materials;
• Healthcare;
• FMCG;
• Other sectors will also be considered

Ownership stake sought:

• Lead investor/shareholder
• Majority ownership favored
• Significant minority (minimum 20%)

Holding period:

• Typically in the range of 4-6 years
• Due to our investment company structure, we can also take a longer term view

Deal type:

    A. Growth capital

We provide capital for development to companies with a track record of minimum 2 years, led by entrepreneurs with a vision, and on a clear path to becoming leading players in their respective markets.

Our money can contribute to investments in production capacities, services, sales and distribution networks, marketing, working capital and people. Our presence in the shareholding structure will ease the companies' access to bank financing for further developments.

Our experience in developing early stage companies into market leaders also enables us to understand and contribute to what is particularly important for entrepreneurial businesses: fast decision-making, know-how, a clear strategy, an active and skilled management team by the side of the entrepreneur.


    B. Partial buy-out or combined deal

Oresa represents a very good option for entrepreneurs or institutions that want to capitalize on their success, but also remain shareholders in the companies they have developed. We can provide them with a partial exit and a partner focused on adding value to the business.

In the case of companies with several shareholders, we can strengthen the company's ownership base by acquiring shares from the holders with exit plans and providing support to the ones who want to stay and further develop the business.

The partial buy-out can be combined with capital increases to support the company's growth.


   C. Total buy-out/Management buy-out

We are interested to buy 100% of shares in companies with a track record of minimum 5 - 6 years, leading position on their respective market and a stable organisation structure. The quality of the management team is of paramount importance, as we generally think of this type of investments as partnerships between Oresa and the company's managers.

The managers can choose to invest their own capital into the business and become shareholders of the company, on top of the management share option structures we implement in our businesses.