Роман

Roman P.
[відкрити контакти](див. вище в блоці «контактна інформація»)
[відкрити контакти](див. вище в блоці «контактна інформація»)
Kyiv, Citizenship of Ukraine

Professional skills
- Managing the full project life-cycle (operating/strategic management and control)
- Management of project teams
- Strategic business planning and business value management
- IFRS, Financial analysis, Financial modeling, Business valuation
- Market assessment, benchmark analysis and Due Diligence
- Strategic business consulting
- Deal structuring
- M&A, IPO, JV, and LBO
- Capital raising
- Private equity, Venture capital
- Project finance, Debt financing
- Private banking (HNWI)
- Corporate business development and client acquisition
- Proactive approach, strong analytical and structured problem-solving skills

Work experience
July 2021 — Big 4, EY- PARTHENON | Strategy and Transactions
October 2023 Kyiv
Strategy Manager
More than 10 projects in the field of strategy development have been
implemented
- Business transformation projects, innovation readiness diagnostics, and
strategic development road mapping
- Building a digital business strategy, creation of an online marketplace
strategy
- Due Diligence and M&A support for Tier 1 Global Private Equity funds (EY
Parthenon US projects)
- Strategy development projects, including JV and M&A for SEZ, industrial
clusters, energy sector, green hydrogen production, petrochemical sector, IT
projects, etc. (EY Parthenon Middle East projects)

November 2017 THE FAMILY OFFICE
— May 2021 Switzerland
Investment Director, Privat Equity (Contract)
Primary investment markets: U.S., Europe, and Canada
- Identification and valuation of new investment opportunities
- Private equity project coordination
- Financial analysis and financial modeling
- Due diligence and business valuation
- Deal structuring and investment strategy development

June 2012 — ELLIOTT CAPITAL
October 2017 Kyiv
Head of Corporate Finance

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 ELLIOTT CAPITAL is an investment company with a staff of more than 20 people,
including investment bankers, asset managers, traders, and research analysts.
- More than 20 projects have been successfully implemented in investment
banking, M&A, restructuring, and strategic business consulting

March 2010 — ASTRUM INVESTMENT MANAGEMENT
May 2012 Kyiv
VP | Investment banking
Astrum Investment Management was established in 2008. There are more than
70 employees, including investment bankers, asset managers, traders, and
research analysts. Astrum manages one of the largest private equity investment
funds, with assets exceeding USD 1 Billion.

- More than 10 projects have been successfully implemented in Investment
banking, IPO, M&A, and strategic business consulting, including business
valuation

November 2008 TEKT ASSET MANAGEMENT
— February 2010 Kyiv
Head of Private Equity
One of the leading Ukrainian investment banks. There are more than 80 people,
including investment bankers, asset managers, traders, and research analysts.
It has been operating since 1991.

- Private equity, M&A and capital raising
- Raised and invested US$26M

May 2007 — ALFA – BANK UKRAINE
October 2008 Kyiv
Head of Investment | Private Equity
- Implementation of an investment strategy and organization of a deal flow
according to the international practice of Private Equity Funds
- More than US$200M of completed projects (Private Equity, Debt Financing,
and M&A)

October 2005 — Management Company "COMFORT INVEST"
April 2007 Kyiv
Head of Project Finance | Real Estate
It is a leading Ukrainian Investment & Real Estate Project Management Company
operating in the real estate market since 1995. There are more than 500
employees.

- A strategic investor and an international hotel operator were attracted

January 1999 — EUROPA CAPITAL MANAGEMENT, a.s., (ECM), Prague
October 2005 Czech Republic
Director of Representative office in Ukraine | Private Equity
ECM is an international private equity and investment advisory company
operating in Central and Eastern Europe since 1991.
The Head office is located in Prague (Czech), with 80 employees. Representative

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 offices: Russia, Slovakia, Romania, Ukraine (since 1997), Bulgaria, and Turkey.
Investment Fund under management amounted to US$500M (1995)
Main Partners: European Bank for Reconstruction and Development (EBRD),
FondElec Group (USA), Franklin Templeton Emerging Markets Funds (UK),
Tomen Power Corporation (Japan), and others.

- More than US$200M of implemented projects (Private Equity, M&A, and
Venture capital)
- The main projects were realized in the following industries: Energy, IT,
Internet, Construction Materials, FMCG, Machinery, etc.

August 1997 — EUROPA CAPITAL MANAGEMENT, a.s., (ECM), Prague
January 1999 Czech Republic
Investment Associate
- More than US$60M of implemented projects (Private Equity, M&A, and Stock
market)
- Primary investment focus: Ukraine, Russia, Turkey, Romania, Slovakia, and
Bulgaria

August 1996 — STATE PROPERTY FUND OF UKRAINE
August 1997 Kyiv
Investment Specialist | Long-term investment in the agricultural sector

- Business valuation

Education

2003 Kyiv National Tarasa Shevchenko University.
Finance, Master's degree with honors in Economics.

1996 National Academy of light Industry
Technology of equipment and control systems, Master's degree in Engineering.

Professional development, courses
2023 Corporate Strategy
Udemy
Certificate of completion

2023 Building a digital business strategy
Udemy
Certificate of completion

2009 Technologies of active sales of products and services
Certificate of completion

1999 Capital Markets
Kyiv Institute of Investment Management
Certificate of completion

1999 Stok Market Trader
Securities and Stock Market State Commission of Ukraine
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 Certificate of Stock Trader

1997 Business Valuation
World Bank Economic Development Institute
Certificate for the program of "BUSINESS VALUATION"

1996 Cash flow management and business value management
Deloitte

1996 Financial modeling and strategic business planning
Deloitte

1996 IFRS’ principles
Deloitte

Languages Ukrainian — Native
English — Upper-Intermediate
Spanish — Basic
Russian — Native

Additional information
About me - Investment professional with over 20 years of experience in private equity
and investment banking, including originating, structuring and completing
domestic and international transactions over $1 billion for public and private
companies

- My experience includes private equity, mergers and acquisitions, equity and
debt financing, recapitalizations, restructuring, cross-border transactions,
portfolio company management, capital raising, investment and strategy
consulting, and real estate projects

- Experience in managing the full project life-cycle (the project life-cycle
involves several stages from origination to signing, followed by
implementation and monitoring until full completion and repayment or exit. All
the stages involve different tasks such as business marketing, market
research, competitors’ analysis, due diligence, deal structuring and approval,
negotiation, drafting and signing of project agreements, investment, and
monitoring)

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