Hello

We are a boutique advisory company whose mission is to help companies build value for all stakeholders.

ADVISORY SERVICES
 

We help companies build value 
for stakeholders by supporting
them in decision making
and communication.

TRAININGS
 

We run customised and dedicated
trainings related to value creation,
valuation, storytelling, financial
analysis and financial markets.

MATERIALS
FOR STAKEHODLERS​

We create high-quality materials for
stakeholders (content and design),
eg. equity stories, corporate stories,
presentations, factsheets etc.

CSR
 

We engage in various initiatives
that promote women empowerment,
women in financial markets
and ethical standards.

About us
We help build value
We are a boutique advisory company whose mission is to help companies build value for all stakeholders. We offer dedicated and high-quality solutions for both public and private companies.
Values
Our values define
who we are

and guide us in our everyday operations.

Ethical

We act with integrity, in line with professional codes of conduct.

Full of passion

We love what we do and we do what we believe in.

Hard-working

We take additional effort and go the extra mile for the benefit of our customers.

Striving for more

We develop continuously. We learn new things and gather new experiences.

Contact

WM Advisory Sp. z o.o.
Nowogrodzka 50/515
00-695 Warsaw, Poland

office@wmadvisory.pl

Advisory services

We help companies build value for stakeholders by supporting them in decision making and communication of those decisions.

Support in taking decisions that build value for stakeholders.
Organic versus acquisitive growth. Equity versus debt financing.
Mergers and acquisitions due diligence.

Support in relations with shareholders.
Perception studies, Investors’ Days, quarterly presentations.
Dividend and buy-back policies. Creation and valuation of stock option programmes.

Building of financial model sand valuation of companies.
Streamlining of the reporting process, creation of controlling and managerial accounting sheets.

Trainings

We run customised and dedicated trainings related to value creation, valuation, storytelling, financial analysis and financial markets.

  • Valuations in excel – 1 or 2 day training
  • Storytelling – how to tell and sell your story
  • How companies build and destroy value
  • Financial analysis: basics, intermediate, advanced
  • Financial statements creation
  • How financial and capital markets operate
  • What you need to know before going public

Materials for stakeholders

We create high-quality materials for stakeholders (content and design), eg. equity stories, corporate stories, presentations, factsheets etc.

Useful and straightforward materials for analysts and shareholders:

  • quarterly presentation
  • equity story
  • investment story
  • factbook
  • factsheet
  • databook
  • quarterly and annual reports

Transparent and understandable materials for stakeholders:

  • corporate stories
  • brand presentations
  • integrated reports
  • non-financial reports

CSR

We engage in various initiatives that promote women empowerment, women in financial markets, ethical standards.

We support women empowerment and diversity initiatives.

Our CEO is a member and supporter of Financial Markets Women Club in Warsaw.

We devote time to promotion of ethics (CFA® Ethics Challenge) and students (CFA® Research Challenge, Mentoring initiatives at Warsaw School of Economics).

 

Would you like our CEO to participate in a women empowerment conference or mentoring initiatives, please contact us: office@wmadvisory.pl

Milena Olszewska-Miszuris

CFA, ACCA
CEO & CFO

Milena has 15 years of experience in finance and capital markets. Milena possesses two prestigious international certificates: CFA (Chartered Financial Analyst) and ACCA (Association of Chartered Certified Accountants).

Milena started her career at an international consulting company EY. For 10 years she has been an equity analyst at international brokerage houses recognised for her research in TMT, retail and utilities sectors.She is a multiple times laureate of analysts rankings for her insights and recommendations both domestically (Analyst of the Year title awarded by Warsaw Stock Exchange and Parkiet financial newswire, winner of analysts rankings in TMT and retail sectors) and internationally (top CEE analyst and top consumer analyst titles in international Extel survey).

Over the last 5 years Milena has been working as a management advisor, supporting executives of listed and non-listed companies in value creation. She helps take strategic decisions, supports companies in improving their controlling and accounting departments as well as assists C-level executives in being properly heard and understood by the capital markets (storytelling).

Magdalena Krupińska-Dyga

Creative Art Director

Magda has over 10 years in design, marketing and PR.

Graphical design is a passion of Magda, who is fluent in graphical designs in key technologies. Magda is a graduate of University of Warsaw. Having worked as PR & Marketing Director in important Polish mutual funds like AgioFundsTFI and Copernicus Group, Magda obtained a crucial understanding of financial markets. She is now translating her expertise into creation of materials for investors and stakeholders which are visually attractive, meeting the needs of customers and winning the hearts of the recipients.