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Oresa Ventures, a Swedish investment company with a focus on Central and Eastern Europe, has acquired a major stake in accountancy firm the Trinity Group, including Trinity Corporate Services and its Romanian subsidiaries.

Buy-out house Oresa Ventures bought the majority share in Trinity from a group of private investors for an undisclosed amount. The firm is set to use the funding to grow its accountancy services in Poland and other new markets.

Based in Poland and Romania, Trinity has built up a solid client base by facilitating the market entry process for inward investors and existing operations. In addition, the company provides on-going accounting and tax compliance with local laws and fiscal regulations in Poland and Romania.

CMS Cameron McKenna was appointed by the acquirer to provide legal support during the transaction. Marek Sawicki, Of Counsel in the corporate department, led the legal team. Sawicki said: “The acquisition of Trinity was conducted professionally and efficiently, which would not have been possible without the involvement of all parties and their respective advisers.

“Starting with due diligence and ending with the signing of the share purchase agreement, the whole transaction process was completed within three months.”

Siemiatkowksi & Davies represented the private investors who were exiting the Trinity Group of companies and the key shareholder who remained at Trinity as CEO.

Partner Michael Davies said: “The transaction involved operating companies in a number of jurisdictions, including Poland and Romania. A complex set of documents had to be negotiated to reflect the position of the different jurisdictions and an overall shareholder agreement for the shareholder who remained as CEO of the new group.”

With offices in Warsaw, Krakow, Trinity’s clients include property investment funds, multi-national corporations and private equity funds.

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