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CMS Advises Bank Pekao on Sale of Dom Inwestycyjny Xelion

CMS Advises Bank Pekao on Sale of Dom Inwestycyjny Xelion

Poland
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CMS has advised Bank Pekao S.A on the sale of Dom Inwestycyjny Xelion to Quercus TFI S.A. Sadkowski i Wspolnicy reportedly advised Quercus on the transaction.

The agreement provides for the sale of 100% of the shares in Xelion, the largest independent distributor of investment products in Poland, to a subsidiary of Quercus TFI S.A., the first public mutual fund company in Poland. The deal remains contingent on regulatory approval and is expected to close in the second half of 2021.

CMS’s team included Partners Rafal Zwierz and Malgorzata Urbanska, Counsel Marek Trzos-Rastawiecki, Senior Associate Krzysztof Sikora, and Attorneys Monika Szczotkowska, Michal Sowinski, Mateusz Mazur, Magdalena Mentrak, Aleksandra Dalecka, and Natalia Szurnicka.

CMS at a Glance

CMS Sofia is a full-service law firm, the largest international law firm in Bulgaria and one of the largest providers of legal services in the local market as a whole. The breadth and depth of our practice means that our lawyers are specialised, with a level of specialisation that few of our competitors can match.

CMS Sofia is the Bulgarian branch of CMS, a top ten global legal and tax services provider with over 5000 lawyers in 43 countries and 78 offices across the world.

CMS entered the Bulgarian market as one of the first internationally active law firms in 2005 and is now among the most respected legal advisors in the country. We have 7 partners, 4 counsel and over 30 lawyers in our office in Sofia.

Our legal experts, who are rooted in Bulgaria’s local culture, can also draw on years of experience in foreign countries and are at home in several legal systems at once. We know the particularities of the local market just as well as the needs of our clients and combine both to achieve optimum solutions. Our lawyers are Bulgarian qualified and we also have English qualified experts – all of them regularly working on cross-border mandates.

In our work, we focus on M&A, Energy, Projects and Construction, Banking and Finance, Real Estate, Media, IP and IT law, Tax, Employment law, Competition, Procurement and any kind of Dispute resolution, including arbitration and mediation. What’s more, we also take care of the entire legal management of our clients’ projects.

Firm's website.