Profil
Mateusz Rogulski focuses his practice on tax advisory for leading Polish and international private equity funds, capital groups, public companies, and strategic investors.
Drawing on his financial background, he combines tax and legal analysis with a practical understanding of business, accounting, and transactional considerations, allowing him to provide comprehensive advice on the planning and implementation of restructurings, reorganizations, M&A transactions, joint venture investments, and asset transactions.
In his practice, Mateusz focuses primarily on tax advisory relating to real estate and the energy sector, supporting clients at various stages of transactions and investments, including tax risk analysis, the development of tax-efficient structures, due diligence processes, ongoing tax matters, and the implementation of solutions tailored to the specific nature of a given business.
As a trusted advisor, Mateusz helps clients navigate Polish tax regulations in a transparent manner, whilst taking into account the commercial and legal aspects relevant to their business operations. He is valued for his creativity, pragmatic approach, and ability to translate complex tax issues into recommendations that are consistent with his clients’ business strategies and operational realities.
Mateusz also has experience in tax disputes and proceedings.
He is also a graduate of the 10th cohort of AmCham Poland’s 30 Under 30 Program, a leadership development initiative for the best young professionals from AmCham member companies.
Concentrations
- Taxation of Real Estate
- Taxation of Corporate Restructurings
- Taxation of Mergers & Acquisitions
- Ongoing Tax Advisory
- Corporate Law
Expertise
Erfahrung
- Participated in the work for Rex Concepts S.A., the master franchisee of Burger King and Popeyes in Poland, Czechia and Romania, as well as Rex Invest CEE – a company in the McWin group – as the selling shareholder, on the initial public offering (IPO) of the Company's shares and the admission of the shares to trading on the regulated market operated by the Warsaw Stock Exchange.
- Participated in the work for Corum Asset Management on the acquisition of the IBB Hotel Gdańsk.
- Participated in the work for Inter Gestion REIM on behalf of its real estate investment trust (SPCI) CRISTAL Life in connection with the acquisition of a warehouse project near Słupsk from 7R.
- Participated in the work for the German insurance group Talanx AG in connection with the acquisition of shares in Towarzystwo Ubezpieczeń Europa (TU Europa) and Towarzystwo Ubezpieczeń i Reasekuracji Warta (Warta) from Meiji Yasuda Life Insurance Company.
- Participated in the work for Auchan Polska and Ceetrus in connection with the preliminary agreement to sell a retail portfolio of eight shopping centers located across Poland to Adventum Penta Fund SCA SICAV-RAIF, a Hungarian investment fund.
- Participated in the work for 7R on the sale of a logistics facility in Poznań to Epsicap Reim.
- Participated in the work for FAGRON on the acquisition of book of business from Zakład Farmaceutyczny AMARA.
- Participated in the work for Echo Investment in connection with the sale of the Libero shopping center located in Katowice to the Estonian investor Summus Capital.
- Participated in the work for CVC Capital Partners in connection with the PLN 2.64 billion acquisition of Comarch S.A. through a tender offer for all shares in Comarch and delisting from the Warsaw Stock Exchange.
- Participated in the work for Velo Bank and Cerberus in connection with the PLN 1.1 billion acquisition of Bank Handlowy’s consumer business in Poland.
- Participated in the work for AT Capital in connection with the sale of a real property situated at the intersection of Grzybowska and Żelazna in the Wola district of Warsaw to the Dantex and Cavatina development group companies acting in consortium.
- Participated in the work for GLP Poland in connection with the acquisition of two logistics warehouses in Janki near Warsaw. The properties have a total area of 37,600 sqm.
- Participated in the work for eRecruitment Solutions, a company from the capital group of Grupa Pracuj S.A., in connection with the acquisition of all shares in HRlink from Agora S.A. and two individual minority shareholders.
- Participated in the work for Bogdan and Elżbieta Kaczmarek and private equity fund Innova Capital in connection with tax issues related to the acquisition of 100% of the shares in Pfleiderer Polska, in a corporate carve-out transaction from Pfleiderer Group, owned by funds managed by the global investment firm Strategic Value Partners.
- Participated in the work for P3 Logistic Parks in connection with the acquisition of two logistics parks located in Szczecin and Łódź, comprising 61,450 sqm and 34,420 sqm respectively, from logistics property developer 7R.
- Participated in the work for AT Capital Group in connection with the acquisition of a real property situated at the intersection of Grzybowska and Żelazna in the Wola district of Warsaw from Golub Gethouse.
- Supported clients in numerous real estate projects, including work for an investment fund in the acquisition of a significant portfolio of logistics properties located in Poland.˚
- Participated in the work for a private equity fund with regard to transaction structuring and acquisition of certain Polish targets from various branches.˚
- Participated in the work for an investment fund related to three acquisitions of wind farm portfolios located in Poland.˚
- Supported clients in numerous tax due diligence processes of entities from the, e.g. FMCG, technology, health and industry (both sell and buy sides).˚
- Participated in the preparation of requests for individual tax law interpretations, withholding tax opinions and advanced tax rulings, obtaining favorable interpretations for clients.˚
- Participated in comprehensive work for one of the most quickly growing Polish corporations within its restructuring process.˚
°The above representations were handled by Mr. Rogulski prior to his joining Greenberg Traurig Nowakowska-Zimoch Wysokiński sp.k.
Anerkennung durch den Markt
- Legal 500 EMEA: Recommended in Tax (2023-2026)
- Member, Warsaw Bar Association
Ausbildung
- Advocate, 2023
- Master of Law, the University of Warsaw,2019
- Bachelor’s degree, Finance and Accounting, SGH Warsaw School of Economics, 2019
- Erasmus programme, Universidade Católica Portuguesa, 2019
- American Law, Center for American Law Studies at the Faculty of Law and Administration at the University of Warsaw, 2018
- Poland
- Polnisch, Native
- Englisch, Fluent