Szymon Okoń, PhD

Szymon Okoń, PhD

General Partner


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Attorney at law (Radca prawny)

Main practice

Capital markets

Selected projects

He supported WDB Brokerzy Ubezpieczeniowi S.A. in the process of squeeze-out of minority shareholders and delisting of shares from NewConnect.

He participated in a project that created  and established the rules for the management of an investment fund (target assets of ca. PLN 500 million) at an investment fund companies (using a so-called white label formula) for one of the acclaimed and experienced hedging funds managers in New York and London

He advised a company from the furniture industry, that is listed on the Warsaw Stock Exchange (WSE – Polish GPW), on the process of issuing  bonds, which included the preparation of all the required  documents, these included security documents, and proceedings before the National Depository for Securities (Polish KDPW) and Warsaw Stock Exchange (bonds have been listed on the Catalyst market)

He advised the client of a Swiss bank on their claim against one of the biggest platforms on the FOREX market in Great Britain

He assisted in the issuing of bonds of a company from the biofuel industry, including the establishment and managing of collateral in a few jurisdictions (including German land debt, pledges on shares of German companies, agreements on the assignment of rights from the insurance agreements, subordination agreements)

He advised a company from the construction industry (WSE – Polish GPW listed company) on the issuing of bonds, which included the preparation of a set of documents concerning the issuance, negotiations with financial institutions, proceedings before the National Depository for Securities and the WSE (bonds have been introduced to trading on the Catalyst market)

He participated in the process of obtaining acquisition funding for a  PLN 55 million and a working capital loan amounting to PLN 7.5. million for a company from Paged S.A. group listed on the WSE (Polish GPW) (negotiations and support in the process of agreeing the  loan documentation package in compliance with   LMA standards, including a loan agreement with collateral)

He advised one of the largest foreign banks operating in Poland on the disposal of receivables via securitization fund

He participated in the audit of a current and planned structure of a private equity fund. It has invested more than 600 million euro in  medium-sized enterprises from the CEE region in 10 countries in over 40 separate deals. The aim adapt to the requirements arising from the Alternative Investment Fund Managers Directive (AIFMD) (Polish ZAFI)

He took part in the preparation of the prospectus of ASM Group S.A. providing comprehensive services of sales support. The company is now listed on the NewConnect market

He provided Krynica Vitamin S.A, with comprehensive legal advice on the process of a initial public offering, i.e. he drew up the  company prospectus and represented the company in the proceedings before Financial Supervision Authority (Polish KNF), the National Depository for Securities and the WSE

He participated in the  issuing  of bonds by Famur S.A. (a WSE listed company) which included the preparation of the required  set of documentation (bond issue program of up to PLN 500 million), proceedings before the National Depository for Securities, the WSE and Bondspot (bonds have been introduced to trading on the Catalyst market)

He participated in the issuing of  bonds by Medort S.A., which included the preparation of the required documentation concerning the issuance (program for issuance of bonds up to PLN 100 million), proceedings before the National Depository for Securities, the WSE and Bondspot (bonds have been introduced to trading on the Catalyst market)

He advised a company from Paged S.A. group, which is listed on the WSE, (negotiations and support on the agreement on a set of loan documents of to LMA standard, including a loan agreement with collateral) on the process of gaining funds amounting to PLN 70 million for refinancing of debt through bonds

He helped to prepare the prospectus of PGS Software S.A., one of the biggest IT companies in Poland, which is now listed on the NewConnect market, and represented the company in the proceedings before Financial Supervision Authority and the WSE

He participated in the process of obtaining funding of PLN 85 million (construction loan, investment loan, loan for VAT financing) in connection with a development project to  construct an A-class office and retail building (negotiations and support in the agreement on a set of loan documents of LMA standard, including a loan agreement with collateral)

He advised PlayWay S.A., a company producing mobile and computer games, on the process of initial public offering, i.e. he drew up a company prospectus and represented the company in the proceedings before the Financial Supervision Authority, the National Depository for Securities and the WSE

He assisted in  the process of issuing bonds in Vantage Development S.A. (WSE listed company), bonds issuance of PLN 50million value, proceedings before the National Depository for Securities

He assisted in issuing  bonds in Eurocent S.A. which included the preparation of the required documentation (program for issuance of bonds up to PLN 8 million)

He advises on the process of obtaining PLN 110 million in funding  (multi-purpose credit limit) by one of the companies from a group of companies in the furniture industry listed on the WSE

He assisted in drawing up the prospectus of T-Bull S.A., a company producing mobile games and now listed on the NewConnect market, and represents the company in the proceedings before the Financial Supervision Authority and the WSE

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