Best performing large economy in Europe for 25 years, expected to continue growing apace due to strong domestic demand and further convergence with the EU
46% productivity gap with the EU, strategic location and highly skilled relatively low-cost workforce, present ample opportunities to create value
Over 3K family-owned medium-sized businesses are expected to be sold in the next 5 years as Poland’s first generation of founders retires
– Bobby Unser
companies from the ground up as entrepreneurs and from a running start as investors
to form and manage a multi-family office for some of Poland’s wealthiest families
as supervisory board members, executives and investment committee members for dozens of private and public companies and funds
portfolio companies to multinational strategic investors and through listing on the Warsaw Stock Exchange
– Michael Jordan
© Penton Partners 2022
Prior to founding Penton Partners in 2002: WARTA Insurance and Reinsurance Company (part of the KBC Group), Deputy Director of the Strategy and Capital Investment Department and IC member, responsible for all venture capital transactions, including valuation, negotiation, fundraising and exits. WARTA Investment, Management Board President. WARTA Asset Management, Supervisory Board Member.
Trinity Management, Investment Director responsible for venture capital and private equity transactions incl. analysis of target companies, negotiations, capital raising, monitoring, exits and development of fund's investment strategy.
Served on boards of numerous private and public companies including WARTA Navigator, Polish Ocean Lines, WARTA Cultus, WARTA Tourism, Protector, Mega Plus and Vice-Chairman of the Board, Druk-Pak.
Warsaw School of Economics – MA, Banking & Finance.
Prior to founding Penton Partners in 2002: Copernicus Asset Management (manager of NIF Fund Holdings), Senior Investment Officer and Executive Director responsible for all business and investment decisions. Trinity Management (Joint venture with Barclay’s managing NIFs 3 and 13), Deputy Director.
Served on boards of numerous private and public companies including National Investment Fund PIAST (Chairman of the Board), Druk-Pak (Chairman of the Board and CFO) and ERGIS (listed on the Warsaw Stock Exchange).
Warsaw University of Technology – MA. Chartered Financial Analyst (CFA). Polish licensed stockbroker.
Prior to joining Penton Partners in 2005: JPMorgan Chase, Credit Derivatives and Structured Credit Products Group, Ernst & Young, and First Investors.
Co-founded Pin4, Inc. (Fintech), Innox Corporation (Life Sciences), and provided advisory services to many businesses and government agencies on Poland/USA cross border transactions, restructuring, fundraising and business development.
Ramapo College Anisfield School of Business – BS, International Business and Finance. Harvard Business School and London Business School of Economics Management and Leadership Executive Education programs.
Prior to joining Penton Partners, Tom has spent 20+ years in corporate finance. He has held executive leadership positions within global banks, including UBS, MUFG Bank of Tokyo, and most recently, Brown Brother Harriman. He was instrumental in the M&A of Amoco by British Petroleum. In addition, he has been Managing Partner for a Private Equity based in New York City focused on global deals. Tom is also involved in blockchain/cryptocurrencies; currently Managing Principal in a Cryptocurrency Managed Firm.
He has an MBA in Finance and a BA in Economics/English from the University of Virginia. In addition, he is a Level III Candidate in the CFA Program.
Since 2016 with Penton Partners, responsible for the analysis of target companies and portfolio company monitoring.
University of Silesia in Katowice (Chemistry, BSc), Warsaw University of Life Sciences (Management Accounting and Controlling) and Lazarski University in Warsaw (Economics, MA).