WM Advisory – A boutique advisory company

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.

Our team

"We are very satisfied with the cooperation with WM Advisory Sp. z o.o. which encompassed preparation for Archicom S.A. of a new template for the Management Report on Operations and a new template for quarterly presentation for investors and analysts. The created Report template presented our strengths and real estate constructed in a fresh way. Additionally, WM Advisory proposed a number of solutions to increase the usefulness of our report for financial readers, concerning data presentation, content of descriptions and comments as well as text division. It was valuable for us that the proposed new presentation template was based on the CEO’s experience as equity analyst as well as discussions with representatives of both institutional financial investors and sell-side analysts. The project was a success."

Archicom SA

„It is with great pleasure that I write this letter of recommendation for WM Advisory, co-operation with whom in relation to creating the first non-financial report for ASBISc Enterprises Plc I highly value. WM Advisory was responsible not only for the content of the document but also for its graphical design. Our first non-financial report had a fresh design within ASBIS corporate identity, integrated well with other Company’s materials and in a transparent and visually attractive manner presented our actions related to corporate social responsibility and our ambitious plans in this area.”

ASBISc Enterprises Plc

„Our collaboration initiated when we were searching for support in valuation of a complex financial instrument and its presentation and description to capital market participants. Within the scope of the project WM Advisory conducted an analysis of the financial instrument and the transaction it was related to, verified the model prepared by our Company as well as proposed own approach to valuation. WM Advisory also supported us in discussions with the auditor.”

Asseco South Eastern Europe SA

"The strategic analysis of the Company's position, its risks and opportunities, as well as the method of communication with internal and external recipients, carried out by WM Advisory, provided us with many valuable tips, the implementation of which we have already initiated. One of the analysed elements were controlling and financial materials used in internal and external communication. The goal behind creating new materials was to improve communication by increasing understanding of financial information provided by controlling to business departments. It has been achieved."

Blue Media

"We have initiated our cooperation with WM Advisory after participation in storytelling workshops run by the CEO for listed companies. The created template for new quarterly presentation was transparent, logical and visually attractive. It contained new graphic solutions that in an interesting way conveyed information about the Company, presented its achievements and plans for the upcoming quarters. The proposed new template took into account both our preferences and expectations of investors and analysts, and therefore was positively received by capital market participants. Positive experiences from cooperation during the quarterly presentation prompted us to entrust WM Advisory Sp. z o.o. with the project of refreshing of our annual report template. In this case, we were also impressed by the professionalism and individual approach. I highly recommend working with WM Advisory and appreciate the added value and effort made."

Capital Park

"We are very satisfied with the cooperation with WM Advisory in the field of consultancy on the project of preparing a new template for the quarterly presentation of CCC S.A. for investors and analysts. The new template created allowed us to improve the structure and range of information provided. The new template has been favourably received by capital market participants. Since that moment we have been successful developing the template over the past quarters. WM Advisory showed initiative and creativity during our cooperation as well as understanding of parties on both sides."

CCC SA

"WM Advisory prepared us a valuation model for our subsidiary which presented our business model, profit or loss statement, balance sheet as well as cash flow statement. Additionally, the model also included financial forecasts for the following years, incorporating our strategic actions planned. WM Advisory was an important support for us in the process of introduction of monthly reporting, made public to the capital markets in the form of current reports. We appreciate WM Advisory professionalism, customised approach and diligence showed during the projects’ conduct despite time pressure."

ESOTIQ & HENDERSON

„We were searching for a person who would support us in creating an industry report related to electromobility. The prepared graphical lay-out was very attractive, transparent for the readers and consistent with innogy Polska corporate identity. The report was very well received during the Economic Forum in Krynica and helped in strengthening the positive image of innogy Polska. While handling the tasks, WM Advisory showed sizeable involvement and elasticity and were available in non-standard hours.”

innogy Polska SA

„We have decided to convey the task of refreshing and updating marketing materials for our stakeholders to WM Advisory due to the high quality and visual attractiveness of materials that WM Advisory prepares for LPP’s investors and analysts. Collaboration ran smoothly and in a friendly atmosphere. We highly recommend co-operation and appreciate the effort made.”

LPP SA

"WM Advisory support in increasing the usefulness of the periodical reports published was of high value to us. The suggested changes in faces and additional explanations in notes, increased the Company’s transparency in the eyes of capital market participants. At the same time, we have expanded the MD&A part of the reports, incorporating the data needs of investors and analysts. I would also like to point to Milena’s practical knowledge of capital market mechanisms and experience in working as a sell-side analyst and cooperation with mutual and pension funds which was of high value to us."

Voxel SA

"We cooperated with WM Advisory in relation to creating the first non-financial statement for VRG SA. We have decided to convey this task to WM Advisory based on our so-far cooperation in relation to creation of financial materials for investors and analysts. Our project ran smoothly, timely and in a friendly atmosphere. Due to short deadlines, WM Advisory was available in non-standard hours. The knowledge we have gained on this project constitutes a base for far reaching changes and actions within corporate social responsibility at VRG SA."

VRG SA

"The new quarterly presentation prepared by WM Advisory not only shows the Company in a favourable light, but what is of high importance to us, it outlines the business model of Wittchen Group in a clear and transparent manner which is easy to understand by capital market representatives. Additionally, the presentation contains a sizeable section on financial aspects of our business, outlining the key financial figures as well as analysis of segmental reporting, indebtedness and cash flows. Apart from usefulness, the new graphical design strengthens the positive aspects of our business model with its modern and light looks as well as favourably presents our product offer. Our analysts and investors also appreciate the one-pager created by WM Advisory, which is sent to them post the publication of the periodical report. This material presents the key quarterly numbers with the management’s commentary, so as to shorten the time it takes for investors and analysts to understand the numbers reported. Following WM Advisory’s suggestions, we have decide to organise a public quarterly presentation for all capital market participants, which proved a big success."

Wittchen S.A.