Investment banking

Status Invest AD provides financial and investment consultancy in the following fields:

• Public offering of securities - Status offers structuring of security issue including detailed analysis of the financial and market positions of the company and investor interest, consultancy in  setting key parameters of the issue, preparation of a public offering prospectus and additional documents, preparation of the documentation for registration on the Bulgarian Stock Exchange - Sofia

  
  
  • Registration of public companies and issues - includes issue registration with the Central Depository, application for registration in the public companies register of the Financial Supervision Commission, listing on the Bulgarian Stock Exchange - Sofia.
  
  
  • Security issue distribution - offering of a percentage of the issue specified by the issuer to potential investors as well as participation in the road-show of the issue.

  
  
• Tender offers - Status drafts tender offers and share price estimations as well as submission of tender offers to the Financial Supervision Commission and notification of the Bulgarian Stock Exchange, publishing of tender offers in central dailies, publication of results from the tender offer and registration of trades on the BSE.
  
  
• Company valuation - Assessment of the sector and the market position of the company, analysis of the financial structure, improvement of management efficiency, risk assessment.
  
  
• Mergers and acquisitions - Sector research, estimation of market share, company evaluation, due diligence, financial analysis, study of synergy opportunities; negotiations and completion of transactions.
  
  
• Investment consultancy - financial analyses of companies in the country and the region, management and optimization of cash flows, risk management; investment advice and security evaluation; drafting, assessment and consultancy of investment projects.
  
  Status Invest has successfully completed:
  
  
• Organization of tender offers of:
  

  • Duni AD, Sozopol,
  • Sofia Airport Centre AD, Sofia
  • Svinevadstvo Preslavets AD, Sofia 

  
  
• Privatisation of:
  

  • Pharmacy management - Sofia AD,
  
  
  • Pharmacy management - Burgas AD,
  
  
  • Stroyimpex AD - Sofia,
  
  
  • Tourism information and reservations AD - Sofia.
  
  
• Completed public offerings:
  

  • In 2006 intermediary in the mandatory initial capital increase of Premier Fund REIT with 150 000 shares;
  • In 2007 issue of preferred shares of Sofia Commerce - Pawn Brokerage AD totalling 2.107 mln BGN (the first preferred share issue on the Bulgarian market);
  • In 2007 intermediary in the compulsory initial capital increase of Status Impoti REIT with 150 000 shares;
  • In 2007 intermediary in the mandatory capital increase of Real Estate Sofia REIT with 150 000 shares;
  • In 2007 intermediary in the mandatory initial capital increase of Globex Estate Fund REIT through the issue of 150 000 shares.