Ciszewski Financial Communications - presentation of the agency

Ciszewski Financial Communications

presentation of the agency

Warsaw, 15th of June, 2011

1994

1999

2007

20092010 & 2011

Ciszewski Marketing GroupConstant growth

Founding Ciszewski Financial

Communications

CPR was awarded Drum and Impactor

AwardsCiszewski

Membership in the Polish

Association of Public

Relations Companies

Founding CiszewskiMarketing Sportowy

Association with Gollin

HarrisEstablishing the Agency

by JerzyCiszewski

CPR was awarded Impactor

Award for the Best PR Agency in Poland – 2 consecutive

years (for 2009 and 2011)

CPR as a group is the largest PR agency

(employment) and 3rd in revenue

Ciszewski Financial Communications Facts & Figures

Ciszewski Financial Communications is the first company in Central Eastern Europe specialized in services for companies from financial, real estate, law and consulting fields and capital markets communication (IPO, SPO, M&A, debt),

Together with partners, CFC provides also consulting and activities connected with sport marketing, corporate identity, design and production,

Ciszewski Financial Communications has emerged from Ciszewski PR S.A. – one of the oldest PR agencies in Poland,

Since 1999 roku we have been associated with GolinHarris - world leading PR agency,

Since 2009 Ciszewski Financial Communications is affiliated with Penrose Financial,

Ciszewski Financial Communications is the part of Ciszewski Marketing Group.

Over 40 projects realized for the companies from the financial industry in the last 2 years – three times more than our best competitors,

21 consultants specialized in the attendance of the financial industry companies (11 firms), real estate (4 firms) and professional services (3 firms) – over two times more than out best competitors,

5 specialized departments: Consumer Finance & B2B, Corporate Finance& M&A, Real Estate, Law & Consulting, Capital Markets communication,

Experience in creation of joint initiatives for our Clients,

Our staff: 25 people (21 consultants),

Number of our Clients: 38 – (regular service: 30, projects [3 – 6 months]: 5, one-time projects: 3).

Ciszewski Financial Communications Facts & Figures

Ciszewski Financial CommunicationsCommunication hub for CEE

CEE reality is very different from developed countries – especially in financial services, professional services, capital markets and real estate

As most of CEE markets are too narrow for agencies specialized in financial communications we have decided to create a hub of agencies and experts specialized in financial services communications which enables us to cover the whole region

Our partners have background in financial journalism, information agencies and financial services firms

Together with our partners: we cover Poland, Russia, Ukraine, Czech Republic, Slovakia, Romania, Hungary, Kazachstan,

Warsaw is client service & strategy center

– Strategy is developed here, executive directors are involved in the process

– Supervision is done here, executive directors are involved in the process

We always work on localizing global messaging to make it more approporiate for the local audiences

We have great relations with financial journalists and the industry in each country

Our experience in finance area

Our experience in areas of Real Estate and Law & Consulting

Commercial Banking & M&A related firms

M&A and IPO, SPO, bonds projects

Company Project Scope of activity Total value of transaction

Carrefour Polska Ahold Polska takeover by

Carrefour Polska

Consulting in area as: internal and external communications, press conferences, media relations with

national and regional journalists.375 mln Euro

Hoop S.A.Kofola Holding S.A. merge with

Hoop SA

Consulting in area as: internal and external communications, press conferences, media relations with national and regional

journalists, crisis communications.

Credit SuissePKO BP buy back Credit Suisse

AM shares in PKO TFIConsulting in area as: external communications: reactive

only communications with national media.120 mln PLN

Credit Suisse Asset Management Polska

Sale of 100% stocks of Credit Suisse Asset Management

Polska to Ipopema SA


journalists.

Marvipol S.A.4 times debenture issue of

Marvipol SA



130 mln PLN (40+40+30+20)

Widok Energia SA IPO of Widok Energia SAConsulting in area as: internal and external communications, press conferences, media relations with national and regional


IPO – on going (od 1 do 10 mln zł) bonds

(over 3 mln zł)

DM NWAI SA IPO of DM NWAI SAConsulting in area as: internal and external communications, press conferences, media relations with national and regional

journalists, crisis communications.3 552 330 zł

Supernova Fund S.A.Merge of Supernova Fund SA

DM IDM SA assets


journalists.210 mln zł

M&A and IPO, SPO, bonds projects – selected experience of our consultants prior to joining CFC

Company Project Scope of activity Total value of transaction

GINO ROSSI IPO GINO ROSS I SA

Consulting in area as: internal and external communications, press conferences, media relations with national and regional journalists, crisis communications

and regional journalists.

36 mln PLN

Bankier.pl IPO Bankier.pl SAConsulting in area as: internal and external

communications, press conferences, media relations with national and regional journalists.

25,12 mln PLN

HAWE S.A.HAWE S.A. rights issue on

Warsaw GPW

Consulting in area as: internal and external communications, press conferences, media relations with national and regional journalists, crisis communications.

100 000 000 PLN

Liberty Group S.A. Liberty Group S.A. PRE-IPOConsulting in area as: internal and external

communications, press conferences, media relations with national journalists. Investor relations.

3 000 000 PLN

Electus S.A.Electus S.A.

Investor relations and PRE-IPO

Consulting in area as: internal and external communications, press conferences, media relations with

national journalists. Investor relations.

15 600 000 PLNBonds on Catalyst

Lokaty Budowlane S.A.

Lokaty Budowlane S.A. Investor relations and support during

reverse takeover

Communications and Investor relations consulting and information duties.

40 000 000 PLN(reverse takeover)

CFC People

Our team

Jerzy CiszewskiPresident

President of Ciszewski Public Relations S.A., Ciszewski Marketing Sportowy and Ciszewski Financial Communications

More than 20 years in PR&marketing industry

Consulting several hundreds communication projects

Great experience in crisis management

Experience in communication with public administration

Experience in public administration

Main advisor of Marek Belka, the Polish Prime Minister

Secretary of State in the Ministry of Sport

As a Secretary of State he was one of founding fathers and main executer of Polish – Ukrainian application to Euro 2012

Paweł Tomczuk General Director

General Director in Ciszewski Financial Communications

He specialises in communication of financial, real estate and consulting branches

He prepared strategies and managed activities for more than 50 companies from these fields, E.g., Dom Maklerski BZ WBK, Legg Mason TFI, Gold Finance, DM NWAI, Saski Partners, Amplico, BZ WBK,, Ernst&Young. Credit Suisse, Neinver, Marvipol SA, Wikana SA, Capgemini, Mercer

He advised financial companies in complicated crisis situations, eCard S.A., buying process of stock exchange in Prague by WSE, implementation of NSDR in KDPW S.A., KDPW S.A.

During last two years he assisted Presidents and Directors of large international companies during about 100 meeting with journalists

Heads of departments

Danuta CabajConsumer Finance

Jakub ZadrożnyLaw & Consulting

Siekierska Patrycja Real Estate

Anna SamulCorporate Finance

Daniel GąsiorowskiInvestor Relations

Corporate communication Public affairs Investor relations Crisis communication Internal communication &

employer branding

Social media & Internet Corporate social

responsibility Communication of change Event management Media trainings

Paweł TomczukManaging Director

Danuta CabajHead of Consumer

Finance & B2B

Anna SamulHead of Corporate

Finance & M&A

Jakub ZadrożnyHead of

Law & Consulting

Patrycja SiekierskaHead of

Real Estate

Daniel GąsiorowskiHead of

Capital Markets

Alicja GórkaStrategy and Development

Manager

Joanna KosaczukOffice Manager

CFC organisation structure

Agata DorożukSenior Associate

Łukasz Ogonowski

Associate

Anna CzęścikAssociate

Hubert KifnerHead of Financial

Services

Anna BorowiecSenior Associate

Jakub ZajdelAssociate

Joanna GołąbAssociate

Marek KnitterSenior Associate

Artur SkoneczkoSenior Associate

Magdalena CzajkaAssociate

Anna KosiorekJunior Associate

Karol ChorążyAssociate

Piotr CeglarekSenior Associate

Monika GapsaAssociate

Associate

16

The principle of our work is to understand Client’s activity:

- Our qualified consultants manage activities for different companies: M&A consulting, asset management, structured funds, PE & VC, IPO, banking products, law and real estates.

Experience of consultants is related to standard and non-standard communication techniques:

– For example: social media, internet, blogs, proactive media communication, media patrons, ongoing cooperation among key media, founding coalitions of many different companies in order to maximize effect of conducting activities (e.g. cross selling initiatives).

The team

Dedicated team

Paweł TomczukGeneral Manager

Vice-President and Co-owner of Ciszewski Financial Communications Ltd:

– 2007 - 2009 – Head of Financial Department in Ciszewski Public Relations,

– Since 2009 – Managing Director of Ciszewski Financial Communications.

Experience in creating communication strategies and implementation of communication activities for BZ WBK, Bank Millennium, Credit Suisse, Citi Handlowy (Kronenberg Foundation), Credit Agriclole, Ernst & Young, Brokerage House BZ WBK, Gold Finance, Legg Mason TFI, Obligacje Skarbu Państwa (Ministry of Finance), Brokerage House NWAI, Grupa Amplico, Saski Partners, KDPW S.A., eCard S.A., Neinver.

Communication crisis management for eCard SA (shareholders conflict) and KDPW SA.

Advisory during IPO and M&A processes for Credit Suisse, DM NWAI, Widok Energia, Marvipol SA, Supernova Fund, Polish Oil and Gas Company (PGNiG).

Training and presentations on the subject of social media for Pekao SA, Kredyt Bank, Citi Handlowy, Wiosna Association.

Communication strategic workshops for Saski Partners, Bank Millennium, Amplico Group, Brokerage House NWAI, Riverside Company, Noerr.

Anna SamulHead of Corporate Finance & M&A Departement

Over 7 years of experience in PR/news communication:

– 4 years of experience in Ciszewski Agency,

– 3 years of experience as a journalist in news channel TVN24, business section (now TVN CNBC),

Consulting and conducting of PR activities for Carrefour Poland in the acquisition of Ahold Poland in June 2007.

Conducting of communication activities in the process of acquisition Credit Suisse Asset Management shares from PKO TFI: implementation of the communication strategy and managing relations with key journalists.

Communication and strategic advisory in the merger of Brokerage House IDM SA and Supernova Fund assets.

Strategy and communication consulting for Credit Suisse during the acquisition of 100 percent shares in Credit Suisse Asset Management (Poland) by Ipopema Securities.

Communication advisory and execution of communication activities for Polish Oil and Gas Company (PGNiG) in the process of two acquisitions on Polish energy market.

Daniel GąsiorowskiHead of Investor Relations Department

Specialize in investor relations and communication advising for public companies

Over 10 years experience in financial media and Public Relations sector:

– 2000 – 2005 – journalist, from 2003 Editor in Chief of Gazeta Finansowa,

– 2005 – 2007 – journalist of Money.pl,

– 2007 – 2009 – Board member and CEO of Liberty Group SA.

Experience in management of the communication activities in public companies and Venture Capital funds:

– Capital Partners, eMuzyka, Bakalland, Electus, Hawe (for more than 2 years), eCard.

Experience in communication and strategic advisory during the IPO process:

– Liberty Group (for more than 2 years), Telepolska Holding, Platinium Properties Group.

In CFC from October 2010, responsible for:

– IPO Brokerage House NWAI, IPO Widok Energia SA, Marvipol SA, BOMI SA.

Communication advisory and conducting of PR activities for Polish Oil and Gas Company (PGNiG) in the process of two acquisitions on Polish energy market.

Marek Knitter, Senior Associate, Corporate Finance & M&A Department

10 years of experience in financial media as a journalist:

– 2000 – 2004 – journalist of Puls Biznesu newspaper – Investors Department,

– 2004 – 2006 – journalist of Internet Service BusinessWire (ISB),

– 2006 – 2010 – journalist of Money.pl, Head of Money and Market Department.

Over 1 year of experience as a consultant of Brokerage House IDM SA:

– communication and media relation advisory during IPO processes,

– coordination of events and meetings for the media, market analysts and investors.

In CFC from December 2010, responsible for conducting PR activities for:

– Saski Partners, Riverside Company.

Execution of communication activities for Polish Oil and Gas Company (PGNiG) in the process of two acquisitions on Polish energy market.

Jakub Zajdel, Senior Associate Corporate Finance & M&A Department

Over 1 year of experience in financial media:

– 2009 – 2010 – journalist of Polish Press Agency, Macroeconomic and MarketUnits.

In CFC from April 2010, responsible for:

– Credit Suisse Investment Banking, Credit Suisse Securities andErnst&Young

Communication and strategic advisory in the merger of Brokerage House IDM SA and Supernova Fund assets.

Conducting of communication activities for Polish Oil and Gas Company (PGNiG) in the process of two acquisitions on Polish energy market.

Graduated Warsaw School of Economics and postgraduate studies of CentralBanking and Monetary Policy organized by National Bank of Poland (NBP) andPolish Academy of Science (PAN).

CHOSEN PROJECTS

Cooperation with banks and investment companies, M&A processes

Credit Suisse Investment Banking

Communication around transactions

Privatization deals (PZU and ENEA), BZ WBK acquisition for PKO BP, Aster

Scope of activities

Monitoring & handling media leaks

Preparation of crisis communication strategy

Communication of the deal

Meetings with press after the deal (PZU and ENEA)

Expert positioning:

– Arranging regular expert comments in the key media

– Arranging 1-on-1 interviews with IB seniors

Ongoing activities:

– Media monitoring and monitoring of competitors activities

– Constant cooperation with Credit Suisse’s press office located in Frankfurt concerning advisory in terms of communication, as well as current media relations

Credit Suisse Securities

Scope of activities

Preparation and execution of communication strategy concerning the debut of Credit Suisse Securities on the Polish market

Monitoring & handling media leaks

Communication of the analysts reports

Expert positioning:

– Arranging regular expert comments in the key media

– Arranging 1-on-1 interviews with Credit Suisse Securities seniors

– Distribution of the analysts’ market reports

Ongoing activities:

– Media monitoring and monitoring of competitors activities

– Proposing the activities - speaking opportunities and sector events

Credit Suisse Asset Management

Scope of activities

Conducting communication activities related to the Robert Parker visits in Poland –the main strategist of Credit Suisse Asset Management

Expert positioning:

– Arranging expert comments in the key media

– Distribution of the analysts’ monthly reports

Preparing press note and press release about the Credit Suisse Asset Management investment results

Proposing the activities - speaking opportunities and sector events

M&A advisory

CS AM selling 25 % of PKO TFI / CS AM joint venture

The agency was supporting CS AM communication during the process of selling 25 % of shares in PKO TFI / CS AM joint venture

The agency was handling media leaks and preparing crisis communication strategy

CS Group sells 100% of share in CS AM to Ipopema TFI

CS Group strategy in Poland communication after CSAM was sold

Constant communication advisory during sale process

Internal & external communications

Credit Suisse – Robert Parker interview

28.04.2011 Puls Biznesu – the biggest Polish economic daily

Legg Mason Investments Fund

Media relations and crisis communication consulting

Preparing of educational materials on the subject of investing that were sent out to the media

Acting as the press office of the company

Arranging interviews with the board of the company and assistance during these interviews

Consulting in key communication areas

Conducting media audit

The journalists’ expectations in relations to Legg Mason

Individually presenting the philosophy of Legg Mason to journalists and related communication with the media

The result – a considerable improvement in relations with the media, a better understanding of Legg Mason’s businesses by journalists

The Riverside Company - Private Equity Fund

Media relations activities

Communication of deals

Advising on communication strategy around certain deals communication

– Including crisis management

Arranging one on one meetings with journalists

Speaking opportunities – coordination of participation in conferences

Communication of international & local transactions

Ciszewski Financial Communications has been responsible for communication of Riverside Private Equity since August 2009. CFC acts in three countries: Poland, Czech and Hungary

Capital markets team in BZ WBK

Conducting proactive relations with journalists in order to build and maintain image of ORK BZ WBK as the company with large competences in terms of M&A and IPO

The Agency was accountable for expert positioning activities:

Establishing relations with key journalists from most important media: Parkiet, Puls Biznesu, Rzeczpospolita, Dziennik Gazeta Prawna, Forbes, Businessman.pl, press agencies

Expert positioning in different fields

Arranging one on one meetings and articles devoted to chosen topics (e.g. M&A on real estate, energy, food markets)

Planning and coordinating activities from expert positioning fields (participating in conferences)

Money Makers

Media relations and social media communication

Preparation & execution of communication strategies

Launch of the company on the market

Building awareness of the new brand, expert’s positioning, company's services

Handling media relations - day-to-day activities & press office

Arranging expert’s comments and interviews on media

Arranging educational comments and publications on investment products and services available on the Polish market and on financial advisors

Conducting public relations and social media educational campaign on the quality of financial advisory in Poland

The Agency is accountable for conducting all media relations including:

Creating communication strategy including key messages and detailed plan of activities

Creating communication strategy and Q&A regarding each acquisition or shares purchase, iincluding potential crisis communication issues

Establishing and maintaining strong relationships with the key journalists

Preparing recommendation concerning participation in the speaking opportunities and other events in the financial sectors

Cooperation with Supernova Fund business partners

M&A communication consulting: internal and external communications, press conferences, media relations with national and regional journalists

Expert positioning - aarranging expert comments and 1-on-1 interviews in the key media

Supernova (IDM) Fund

Saski Partners

Scope of activities

Day-to-day media relations activities & press office

Arranging comments on deals & market situation

Advising on communications regarding deals

Support in crisis situations connected with deals

Proposing the activities - speaking opportunities and sector events

Constant cooperation since 2007

DM NWAI

Support for NWAI brokerage house clients during IPO, SPO or debt offerings:

Positioning the company as first investment bank for SME

Preparation & execution of communication strategies

Advisory in the area of investor relations

Management of crisis situations

Handling media relations

The agency was supporting DM NWAI in its own IPO process

Thank you for your attention!

Paweł TomczukGeneral Director Ciszewski Financial Communications

Mob. +48 600489609e-mail: [email protected]

Economy & Finance

Ciszewski Financial Communications - presentation of the agency