Alpha Capitalis
ALPHA CAPITALIS makes a team of young people focused on creating value for their clients. We approach controlling, managerial accounting and other financial services by thinking outside the ordinary framework.
ALPHA CAPITALIS is a member of Pandea Global M&A
Pandea Global M&A is an international acquisition network present in more than 20 countries around the world connecting investors and sellers of various businesses.
ALPHA CAPITALIS
Members of a Global Network
ALPHA CAPITALIS is a member of Pandea Global M&A, a global acquisition network that connects investors and sellers of various businesses. Pandea Global M&A operates with an emphasis on mergers, acquisitions, recapitalizations and various types of joint ventures, intending to place local projects on the international financial market.
We have provided our clients and partners with access to a large network of international investors. ALPHA CAPITALIS opens access to cross-border transactions for local businesses, and for international investors, we act as a “one stop shop” and a local partner. If you have a project for which you need an investor or if you are selling an existing business, feel free to contact us to present your case to international investors.
Clients and partners
Access to a large network of international investors
Local businesses
Access to cross-border transactions
International investors
We act as a “one stop shop” and a local partner
ALPHA CAPITALIS
Company’s
Mission
Company’s Mission
ALPHA CAPITALIS was founded in 2012 with headquarters in Zagreb. The primary goal of the Company is to create a team of experts from different areas of finance who will provide support to clients throughout all stages of growth. ALPHA CAPITALIS team has years of experience in investment banking, financial advisory services, audit, financial restructuring and management accounting.
In addition to practical work, the team builds its knowledge through professional certifications: Certified Auditors, Certified Internal Auditors, Certified Appraisers, Certified Accountants, Certified Investment Advisers, ACCA, and CFA. Through services in the areas of finance, audit, accounting and tax, ALPHA CAPITALIS creates value for clients by building them a self-sustaining system, managing risks, improving balance sheet, and providing capital for business growth.
ALPHA CAPITALIS
References
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Alpha capitalis
Customer support at all stages of business development
We raise capital for business development, assist in decision-making on financing and balance sheet optimization, and set up controlling within the organization
Closing transactions (buying or selling businesses, mergers, recapitalizations)
We procure funding
Focus on your core business and leave the financing to us. We act as your agents in front of investors and credit institutions. We make all the necessary documentation (Business plan, investment study, Credit request …) and present the business model to credit institutions and / or investors.
We apply to sources of financing and obtain capital in the form of debt, mezzanine debt, recapitalization (Private equity funds and Strategic investors), issuance of shares in the capital market (Progress market), EU funds, tax breaks, guarantees, warranties, investment incentives and the like.
Business Finance Management
Do you need help with managing your business finances and do not want to hire a CFO or do you need to bridge a certain period until the finance department is formed and key employees are hired?
In these situations, we act as the interim CFO so that we are involved in all decisions regarding contract financing, capital budgeting, investing and measuring return on invested capital.
We support management in building an effective management system
By implementing a controlling system, we support management in managing the organization and making key decisions. By building key performance indicators, process maps, risk maps, procedures and internal controls, we build a system of management, remuneration, measurement and reporting.
After the monthly system of controlling is implemented, we support management through measurement of results, analysis of deviations and production of managerial reports (Dashboard). We set key performance indicators at the workplace level and measure the effectiveness of implementation. We make scenario analyzes, do simulations of financial results, measure return on invested capital, and support management in making all key decisions.
We issue independent expert reports / opinions
Tax planning and tax representation
We look at your entire situation with tax laws and regulations, and draft tax opinions. We detect tax risks and act preventively through tax planning. If you have affiliates in different tax jurisdictions, we design transfer pricing studies for you in accordance with OECD guidelines.
You need an audit report / opinion
Based on accounting (IAS, HSFI) and auditing standards, we issue audit opinions.
You believe you are the injured party or there is an inclination of a corporate fraud
Using the forensic accounting method, we detect manipulations of financial statements, embezzlement and fraud.
Interested in the market value of business shares?
Based on internationally recognized valuation methods, we derive the market value of a business share.
You are taking over a company and doubt the true presentation of the numbers in the reports?
In this case, we do financial and tax due diligence. We verify the authenticity of all items in the financial statements and confirm the reality of the value of net assets or equity.
We keep business books
We start companies for clients and foreign investors, keep business books, represent them before the tax administration and credit institutions, and produce regular monthly / weekly reports. We provide clients with direct access to the application (ALPHA CLOUD) through which they can produce reports that meet their needs best.
Alpha Capitalis Team
Mr. Danijel Pevec, dipl.oec.
Partner
Danijel holds a Master’s Degree in Corporate finance at the International University of SDA Bocconi Milan. Prior to that, he completed his professional studies in business economics, corporate finance, at the Zagreb School of Economics and Management in Zagreb.
Danijel had the opportunity to undertake training for a tax specialist, a chartered accountant, a certified internal auditor, an auditor (ISO 9001: 2015), a certified appraisal, a certified investment advisor (HANFA), and advanced financial modeling with a focus on mergers and acquisitions for Private Equity funds and investment banking. Furthermore, he is a member of associations such as the Croatian association of management accountants, the Association of Certified Accountants, the Croatian association of accountants and financial officers, and the Croatian Association of Appraisals. Danijel has more than 10 years of experience, including work in the international environment (Singapore, Germany, Italy, Serbia, Bosnia and Herzegovina) in various areas of finance such as corporate finance, investment banking, financial advisory services and financial restructuring.
Ilija Nikolić, mag.oec.
Partner
Ilija is an authorized auditor and ACCA candidate. Graduated from the Faculty of Economics and Business in Zagreb, financial analysis and business planning program. Ilija has more than five years of experience in the field of audit in different industries. He also had the opportunity to work on various transactions, some of which involve the takeover of a company, the increase in capital, the separation of companies. In addition to audit, he also worked on due diligence of several companies within various industries.
As an audit leader, Ilija has audited various service companies (sales of services and goods), manufacturing (agricultural and textile industry) and the public sector (utility companies) and various non-profit companies. Currently his primary activity is audit and providing support in transactions.
Nataša Žitnik, mag.oec.
Partner for accounting and auditing
Nataša has been engaged in audit since 2005 and has conducted a full range of audits and due diligence projects, agreed procedures on specific requirements, audit of consolidated reports, audit of statutory changes and audit of EU projects. She has gained experience in audit work in multinational auditing companies. In addition to experience in the audit sector, Nataša has experience in the real sector within management accounting and finance where she has established control systems and provided support in the company’s operations, conducted various customer demand analysis and participated in solving various accounting and tax problems. Nataša also provides accounting and business consulting services, as well as support when opening an enterprise and managing accounting. She holds a certificate of an external auditor, an authorized internal auditor, an authorized accountant and attends the Association of Chartered Certified Accountants (ACCA).
Anita Kutleša, mag.oec.
Audit manager
Anita graduated from the Faculty of Economics in Zagreb, majoring in accounting and auditing. She obtained certification for Certified Auditor in 2017. She has many years of experience in the area of auditing (financial statements audit, capital increase audit, minority shareholder displacement audit, nonprofit financial statements audit).
She gained experience in auditing at a renowned Croatian audit firm, in which she also gained management experience in a role of a director. In addition to auditing, her areas of interest are statistics and Econometrics, where she has both practical and teaching experience working as a demonstrator at the Department of Statistics at the Facuity of Economics in Zagreb.
Antonija Kolarić, mag.oec.
Audit manager
Antonija began working in audit in 2008. She has gained extensive experience in auditing through a series of audit projects of public interest companies, small and medium enterprises in various sectors, auditing consolidated reports and special audits for the needs of owners.
As an audit manager, Antonija has worked on various additional services in the areas of auditing, company due diligence, and has conducted various analysis of reports for clients in different industries. Antonija is also an external certified auditor.
Antonija also deals with all the auditing issues in a structured M&A process.
Petra Kakša, mag.oec.
Audit team leader
Petra graduated from the Faculty of Economics in Zagreb, majoring in finance. In the company she actively performs auditing activities (financial statements audit, capital increase audit, division of companies audit). Apart from experience in auditing, Petra has also participated in numerous investment studies and business valuations.
Suzana Sljepčević mag. oec.
Audit Assistant
Suzana holds a Master’s degree from the Faculty of Economics in Zagreb, majoring in finance. In addition to her academic background, Suzana has experience in making feasibility studies and company valuations in different sectors. In addition, Suzana performs audit of financial statements and participates in due diligence of companies. Suzana also participates in the development of models and reports for the M&A department.
Tina Tonković, mag.oec.
Head of Accounting
Tina holds a master’s degree from the Faculty of Economics in Osijek. Tina has experience in accounting in various industries (services, retail, and manufacturing) for small and medium enterprises. Tina performs accounting tasks, participates in solving accounting and business problems, provides legal reporting support, all for the purpose of optimizing and improving the efficiency of clients’ operations.
Marina Berdić, stučna pristupnica ekonomije
Head of accounting
Marina graduated from the professional study program Business economics on University of Zagreb, Faculty of economics & business, with a major in accounting and finance. With the academic title, Marina finished course for self-handling practice and guidance in bookkeeping, accounting and finance business on RRiF education institution of entrepreneurship. She has experience in the accounting business in multinational companies, in the domain of posting incoming/outgoing invoices, VAT reporting, payroll accounting, material accounting and other accounting services including reporting on the legal needs and internal needs of the owner. Marina has a certificate in the field of local procurement – Specialized local procurement course, and in addition to experience in accounting division, she has experience in sales department where she provided sales support, resolved customers’ requests, followed tenders and prepared tendering documentation and other administrative jobs. She works in accounting as a team leader and takes part in solving accounting and business issues.
Božana Hruška dipl.oec
Head of accounting department
Božana graduated from the Faculty of Economics in Osijek. Božana has over 15 years of accounting experience in various industries working for large, medium and small businesses. Božana currently performs accounting activities, including the inspection and supervision of clients’ books, control of the correctness of bookkeeping and the implementation of bookkeeping in accordance with tax regulations. Božana also provides clients with business consulting support, various accounting issues, and business analysis.
Matej Čima, univ.bacc.oec.
Accountant
Matej is completing his professional studies in accounting and finance at the Faculty of Economics in Zagreb. In the accounting department, Matej independently performs accounting procedures for the needs of small and medium-sized enterprises, and has gained extensive experience in the calculation of VAT, payrolls, and the preparation of various reports for the needs of financial and government institutions. In addition to working in accounting, Matej is also responsible for introducing ISO standards in the accounting department.
Mia Kos
Računovodstveni astistent
Mia završava stručni studij računovodstva i financija na Ekonomskom fakultetu u Zagrebu.
Kao član tima Alpha Capitalis, aktivno sudjeluje u ispunjavanju računovodstvenih tekućih poslova za potrebe manjih i srednjih društava.
Uz pripremanje i obradu dokumentacije, knjiženje ulaznih/izlaznih računa, izvoda te kalkulacija PDV-a, sudjeluje u pripremanju godišnjih financijskih izvještaja. Radi na kontrolnim postupcima knjiženja, uskladi evidencija salda konti te izradi različitih izvještaja za potrebe financijskih institucija, te ostalih izvještaja za potrebe vlasnika.
Mateja Đurić mag.oec.
Analyst
Mateja graduated from the Faculty of Economics of the University of Zagreb, Finance course. In addition to academic knowledge, Mateja has experience in audit of companies from different sectors.
Furthermore, Mateja worked on financial and operational restructuring plans and provided support in the preparation of sales and recapitalization of companies. She also makes investment studies and applies to funding sources and communicates with credit institutions on behalf of the clients. She actively participates in the process of implementation of the management accounting system and subsequently provides support in reporting and drafting of the managerial reports. Mateja holds a certificate in financial modeling, and supervises the development of financial models for business valuations, M&A transactions and feasibility studies.
Antonio Brzica univ. bacc. oec.
Analyst
At the operational level, Antonio manages and leads projects ion the field of European Structural and Investment Funds. During his three years of working in the company, Antonio has successfully participated in the preparation and production of numerous project documentation required for obtaining non-refundable grants. Through continuous education through work with projects co-financed by EU funds, he has perfected the knowledge and skills to identify opportunities for financing projects from EU funds, design and overall implementation of EU projects, and has received training for project management in accordance with EU rules.
Jakov Fauković, univ. bacc. oec.
Analyst
Jakov graduated from Rochester Institute of Technology, majoring in finance and international business. During his studies, Jakov actively taught other students in the field of corporate finance and was also a mentor to freshmen students. Jakov has already made number of business valuations and has actively participated in the development of feasibility studies, due diligence, and transfer pricing studies. Also, being in charge of M&A department, Jakov is in continuous contact with various private equity funds and foreign investors.
Andreja Čavlović dipl.oec.
Customer relations
Andreja graduated from the Faculty of Management in Tourism and Hospitality in Opatija. She holds a bachelor’s degree in samostalni knjigovođa. Previous experience includes accounting, event management and other administrative jobs in the fashion and hotel sector. In addition, Andreja worked as a hotel and wellness center manager and as a cabin crew member in aviation. Existing jobs in the ALPHA CAPITALIS team include customer relations, marketing and sales activities.
Marina Čular
Administrator
As a member of the ALPHA CAPITALIS team, she is responsible for accounting, office management and administrative management. In addition, she is in charge of continuous education of team members and human resources development. Marina has many years of experience in the field of graphic design and is responsible for visual identity and image of the company.
Contact us and schedule a free consultations
We are glad to give you advice and active support thru all stages of business development
