business development - Plancorp Merchant Bank

Transcrição

PRESENTATION 2013
1
PLANCORP MERCHANT BANK CREDENTIALS
⨀ Founded in 2003 (10 Years)
⨀ Focused on supporting Middle Market companies in expansion and capitalization
projects.
⨀ Three Important Differentiation Features :
Engages directly with Companies Strategy and Operations to design the best
capital structure, according to Business Plan;
Extensive network within Capital Market players (Brazil and USA);
Operates as a Merchant Bank, through its own investment platform.
2
PLANCORP MERCHANT BANK CREDENTIALS
⨀ Accredited with CVM (Comissão de Valores Mobiliários/Securities and Exchange
Commission) for Advisory and Structuring Securities and Investment Banking
Services.
⨀ Affiliated to ABVCAP – Associação Brasileira de Private Equity e Venture Capital/
Brazilian Association of Private Equity & Venture Capital.
⨀ Partner at Monetiza Investimentos, accredited by CVM – Comissão de Valores
Mobiliários, to operate as an Asset Management Company.
3
Partner & CEO
TEAM PLANCORP
Adms Fin
Legal
BUSINESS DEVELOP.
SENIOR ASSOCIATES
Busines
Development
RS
Head Corporate
Finance
Head
Structured
Finance
Head Project
Finance
Head Asset
Management
Head Business
Development
Head Private
Equity
Head Real
Estate
CLIENTS
Business
Development
SC
Business
Development
PR
Business
Development
SP
Business
Development
RJ
4
SENIOR PARTNER & CEO
JUAREZ SELEME
⨀ Civil Engineer (UFPR/BR), CSS (HARVARD/USA) and MBA
Finance & Capital Markets (IBMEC/BR).
⨀ Executive Career at Accenture (RJ/BR), Nutrimental (PR/BR)
and Electrolux (SP/BR).
⨀ Founder of Brazilian Institute for Corporate Governance
(IBGC) – Chapter PR.
⨀ Securities Consultant accredited by Comissão de Valores
Mobiliários (CVM).
5
SENIOR ASSOCIATES
⨀ GUILHERME BAUMGARDT__Head Corporate Finance
Electrical Engineer (UFPR).
MBA Finance and Controlling (FGV - PR)
Career in Copel Geração S.A., Furnas Centrais Elétricas and Itaipu Binacional.
⨀ PAULO HENRI BLASER_ Head Project Finance
Graduate Program in Economy (USP)
Executive Career at Ford, Banca Comercialle Italiana, Cia Suzano and Gazeta Group.
Specialist in Project Finance next to BNDES and other multilateral institutions.
⨀ DANIEL WINOCUR_ Head Private Equity
Graduated Program in Accounting (UNCórdoba-RA) and MBA Management (FGV-PR).
Executive Career at Arcor (SP), Hettich. (PR), Huhtamaki(PR) and Parati (SC).
Especialist in Interim Management and Turnaround Management.
⨀ MARIANA CARVALHO_ Head Structured Finance
Business Administrator (FAE - PR).
MBA Controllership (FGV –PR)
6
⨀ GEISON FERDINANDI_ Head Real Estate
Lawyer (CESUMAR -PR)
Graduate program in Civil Law (CESUMAR -PR)
Internal Legal Consultant .
⨀ FABRICIO VERMELHO_ Head Asset Management
Systems Analyst (PUC-PR), MBA Finances (IBMEC-PR) and Business Management(FAE –PR).
Career in Burger King International.
Manager in Multi Family Office, accredited by CVM (Comissão de Valores Mobiliários)
Founding Partner in Monetiza Investimentos.
⨀ GABRIELA TEIXEIRA_ Head BackOffice Services
Business Administrator (ERC - PR)
Career in CCZ and Four Softwares.
Administrative and Financial Manager.
7
BUSINESS DEVELOPERS
⨀ GERSON SCHEIN (RS)
Business Administrator (ULBRA-RS), Graduate Program in Financial Management (UNISINOS - RS).
Executive Career at Banco do Brasil, Banco Schahin e Cifra Financeira.
⨀ MATEUS HASSAN (SC)
Electronic Engineer (UPF), MBA Commercial Management (FGV - SP).
Executive Career at Philips (SP). CEO in X-MEDIA GROUP - Grupo FOX (SP e EUA).
⨀ MARCOS FARINA (RJ)
Lawyer, Master in Capital Markets and Financial Regulation from GEORGETOWN University (USA)
MBA COPEAD(RJ). Postgraduate in mergers and acquisitions in IBMEC and HARVARD University,
trading program by HARVARD University. Specializing in Mergers and Acquisitions and Farmin /
Farmout in Oil and Gas market.
8
AFFILIATIONS
Comissão de Valores Mobiliários
Securities and Exchange Commission
Associação Brasileira de Private Equity & Venture Capital
Brazilian Association of Private Equity & Venture Capital
9
MA
R$ 768.174
0,66%
OFFICES
HEADQUARTERS
PLANCORP MERCHANT BANK
AV. CÂNDIDO HARTMANN, 570,
CJS 313/314
CURITIBA_PR
80.730-440
PHONE: 55 + 41 + 3339.3195
FAX: 55 + 41 + 3018 .6997
[email protected]
SÃO PAULO OFFICE
RUA DO RÓCIO, 423
CJ 705
SÃO PAULO_SP
04.552-000
PHONE: 55 + 11 + 3582.5531
[email protected]
ASSET MANAGEMENT
MONETIZA INVESTIMENTOS
RUA COMENDADOR ARAUJO, 565
CURITIBA _PR
80.4209-908
PHONE: 55 + 41 + 3322.0047
FAX: 55 + 41 + 3322.0049
[email protected]
AFFILIATE OFFICES
RIO DE JANEIRO - RJ
AV. DAS AMÉRICAS, 3500
Bl-7 Sala 101
RIO DE JANEIRO_RJ
22.640-102
PHONE: 55 + 21 + 3269.1200
[email protected]
SANTA CATARINA – SC
[In Deployment]
PORTO ALEGRE - RS
RUA BORGES DE MEDEIROS,
2.500
CJ 604
PORTO ALEGRE_RS
PHONE: 55 + 51 + 3022.2835
[email protected]
10
BUSINESS AREAS
FINANCIAL SERVICES
Investment Banking 13
Asset Management 24
INVESTMENTS
Private Equity 29
Real Estate 32
BUSINESS DEVELOPMENT
35
11
FINANCIAL
SERVICES
12
13
INVESTMNENT
BANKING
INVESTMENT BANKING
COMPANIES
CAPITALIZATION
 CORPORATE FINANCE
CORPORATE FINANCE
⨀ Financial Restructuring
⨀ Capital Structure Planning and Implementation
⨀ Acquisition Financing
⨀ Debt Renegotiation
⨀ Companies, Projects and Assets Evaluation
⨀ Management and Leveraged Buy Out
MERGERS AND ACQUISITIONS
⨀ Approach and Presentation Protocol
⨀ Business Valuation
⨀ Deal Negociation and Structuring
⨀ Memorandum of Understanding (MOU) Development
⨀ Due Diligence Monitoring
⨀ Support in the Preparation of Buy-Sell Agreement and other
Related Instruments
14
INVESTMENT BANKING
COMPANIES
CAPITALIZATION
 CORPORATE FINANCE
PRIVATE EQUITY ADVISORY
⨀ Strategic and Diversified Business Vision in Various Segments
⨀ Techniques for Maximizing Value of Companies and Projects
⨀ High Level Access to Private Equity Funds (BR and USA)
⨀ Fit between Fund Profile and Company Needs
⨀ Know How - Dynamics and Techniques for Negotiating with Funds
⨀ Know How - Legal and Fiscal Instruments to close Deals
IPO ADVISORY – BOVESPA MAIS
⨀ Corporate Governance Implementation
⨀ Strategic Planning and Business Plan
⨀ Formal Presentation and Valuation
⨀ Source and Selection of Legal Services and Underwriting Banks.
⨀ Due Dilligence and Legal Preparation
⨀ CVM Registration and BOVESPA MAIS Listing
⨀ Offering Prospectus Preparation
⨀ Road Show Brazil and Foreign Investors
⨀ IPO
15
INVESTMENT BANKING
COMPANIES
CAPITALIZATION
 STRUCTURED FINANCE
STRUCTURED DEBT
⨀ Non Convertible and Convertible Bonds
⨀ Credit Notes
⨀ Structured Loans
SECURITIZATION
⨀ Agribusiness Receivables Certificates
⨀ Structured Loans with Receivables Collateral
INVESTMENT FUNDS
⨀ Receivables Investment Fund (FIDC)
⨀ Private Equity Funds (FIP)
⨀ Real Estate Investment Trusts (REIT)
16
INVESTMENT BANKING

REAL ESTATE OPERATIONS
COMPANIES
CAPITALIZATION
⨀ BUILD TO SUIT
 STRUCTURED FINANCE
⨀ COMMERCIAL REAL ESTATE DEVELOPMENT THROUGH MBSs
 REAL ESTATE
OPERATIONS
Financing of commercial development projects and commercial properties acquisition
through Mortgage-Backed Securities ( MBS ).
Structuring of financial solutions for Build-to -Suit commercial projects.
⨀ REAL ESTATE ASSETS DISPOSURE THRU REIT and MBS
Real Estate Investment Trusts – REIT development as a tax exemption alternative to
manage own Real Estate Assets.
Sale-Lease Back – Real Estate Assets sale to REITs or other investors, leasing back to
previous owner in order to generate tax deductible expenses.
Securitization - Securitization of receivables from sale-leaseback transactions , providing
capital to customer without burdening its balance sheet with debt and also providing tax
advantages.
Buy Lease – Assets purchase to lease according to demand from corporate customers.
17
INVESTMENT BANKING
COMPANIES
CAPITALIZATION
 PROJECT FINANCE
PROJECT FINANCE
Fund-raising in “project finance”, self financing projects, with
main Development Banks and Multilateral Institutions in Brazil
and abroad.
⨀ BNDES / BRDE
⨀ BASA
⨀ FINEP
⨀ MIGA/IFC
⨀ BID
⨀ DEG/KFW
⨀ FMO
⨀ EXIMBANK
⨀ JBIC
⨀ OTHERS
18
INVESTMENT BANKING
COMPANIES
CAPITALIZATION
 DISTRESS FINANCE
DISTRESS FINANCE
⨀ Debt Restructuring.
⨀ Short-term Cash Raising
⨀ Capital Structure Replanning and Implementation
19
TOMBSTONES INVESTMENT BANKING
Plancorp Merchant Bank was exclusive
financial advisor for :
in “Project Finance” Capital Raising for
deployment of three hotels with the
Flag:
in the sale of its entire
stake in:
In Plant Expansion Capital Raising
“FINAME” lines funding from BNDES.
in Industry Analysis and EconomicFinancial modeling of credit products,
which enabled the establishment of the
Bank in Brazil.
Transaction value:
R$ 29.000.000,00
(Twenty-Nine Million Reais)
SÃO PAULO – SP | CURITIBA – PR |
WWW.PLANCORP.COM.BR
June, 1998
WWW.PLANCORP.COM.BR
March, 1999
Transaction value:
R$ 48.000.000,00
(Forty-Eight Million Reais)
WWW.PLANCORP.COM.BR
December, 2003
Transaction value:
R$ 25.000.000,00
(Twenty-Five Million Reais)
WWW.PLANCORP.COM.BR
February, 2004
20
in the sale of its entire
stake in 5 (five) hotels:
in the capitalization through Credit Notes
with:
in the association with:
for
in Plant Expansion Capital Raising
“FINAME” lines funding from BNDES.
Transaction value:
R$ 10.000.000,00
(Ten Million Reais)
WWW.PLANCORP.COM.BR
for JV Real Estate Developments in the
states of Paraná and Santa Catarina.
WWW.PLANCORP.COM.BR
Transaction value:
R$ 29.000.000,00
(Twenty-Nine Million Reais)
WWW.PLANCORP.COM.BR
Transaction value:
R$ 4.000.000,00
(Four Million Reais)
WWW.PLANCORP.COM.BR
.
August, 2004
October, 2007
September, 2008
July, 2009
21
in Capitalization through Mortgage Backed
Securities, issued by
in the capitalization of real estate
projects through convertible bonds
subscribed by:
in the sale of its Development and
Construction business for:
in the capitalization by Credit Notes
with:
Transaction value:
R$ 20.000.000,00
(Twenty Million Reais)
Transaction value:
R$ 13.500.000,00
(Thirteen Million, Five Hundred Thousand Reais)
Transaction value:
R$ 100.000.000,00
(Hundred Million Reais)
Transaction value:
R$ 4.000.000,00
(Four Million Reais)
WWW.PLANCORP.COM.BR
WWW.PLANCORP.COM.BR
WWW.PLANCORP.COM.BR
June, 2010
WWW.PLANCORP.COM.BR
August, 2010
October, 2010
November, 2009
22
Plancorp Merchant Bank acted as cofinancial advisor for :
in Long Term Structured
Finance Capital Raising with:
In Revolving Trade Finance Facilty
with
Transaction value:
R$ 211.130.000,00
(Two Hundred and Eleven Million, One
Hundred and Thirty Thousand Reais)
WWW.PLANCORP.COM.BR
September, 2012
Transaction value:
R$ 30.000.000,00
(Thirty Million Reais)
WWW.PLANCORP.COM.BR
June, 2013
23
24
ASSET
MANAGEMENT
ASSET MANAGEMENT
 INVESTMENT FUNDS
MANAGEMENT
ASSET MANAGEMENT
⨀
⨀
⨀
⨀
Private Equity Funds
REITs
Receivables Investment Funds
Private Debt Funds
25
ASSET MANAGEMENT
 WEALTH MANAGEMENT
ASSET MANAGEMENT
⨀ Asset Allocation in the Financial, Capital, Real Estate,
Commodities, Currencies and Other Capital Markets
⨀ Investment with Acredited Institutions : Brazil and Abroad
⨀ Risk Management
⨀ Information Providing for Decision Making
⨀ Tax and Accounting Advisory for Family Offices
26
TOMBSTONES ASSET MANAGEMENT
Monetiza Investimentos in association
with
reached the
amount of :
R$ 50.000.00,00
(Fifty Million Reais)
in Assets under Management.
WWW.PLANCORP.COM.BR
June, 2013
27
INVESTMENTS
28
29
PRIVATE
EQUITY
PRIVATE EQUITY
 INVESTMENTS IN
COMPANIES
EARLY STAGE CAPITAL
⨀ Established Companies in Initial Stage
⨀ Proven Business Model
⨀ Traditional Sectors of Economy
TURNAROUND CAPITAL
⨀ Economic and Financial Stressed Companies
⨀ Promising Sectors
⨀ Distinctive Assets
MANAGEMENT BUYOUT
⨀ Financing Management Team Acquisition
LEVERAGED BUYOUT
⨀ LBO through own company debts
30
TOMBSTONES PRIVATE EQUITY
Plancorp Merchant Bank sold its stake in:
For the Holding Company:
For its remaining partners .
WWW.PLANCORP.COM.BR
October, 2006
WWW.PLANCORP.COM.BR
December, 2009
WWW.PLANCORP.COM.BR
March, 2010
31
32
REAL ESTATE
REAL ESTATE
 INVESTMENTS IN
REAL ESTATE
REAL ESTATE FIXED INCOME
⨀ PLANCORP MERCHANT BANK Fixed Income Division of Real
Estate Area invests in the Airport Industrial Park at SJP-PR.
REAL ESTATE DEVELOPMENT
⨀ In the COMMERCIAL segment, the focus is on Commerce and
Services Centres
⨀ In the LOGISTICS and MANUFACTURING segments, the focus is on
Light Industrial and Logistics Buildings to medium-sized operations.
33
TOMBSTONES REAL ESTATE
Plancorp Merchant Bank invested in the
Airport Industrial Park
SJP INDUSTRIAL PARK
Total Amount Of :
R$ 5.000.000,00
(Five Million Reais)
WWW.PLANCORP.COM.BR
March, 2012
34
35
BUSINESS
DEVELOPMENT
STRATEGY & NEW BUSINESS DEVELOPMENT
 STRATEGY & NEW BUSINESS
DEVELOPMENT
PLANCORP MERCHANT BANK Business Development
elaborates with the company, an understanding of their position
in relation to the forces that influence the profitability of its
business sector, designing the scenario that the company will be
working in the future and setting the strategy and proper
positioning for the company, its products and its services, in
order to maximize return on investment.
⨀ Sector, Market and Competitive Analysis
⨀ Business Scenario
⨀ Vision and Strategic Planning
⨀ Business Units Strategy
⨀ Strategic Performance Measurement
36
 CORPORATE GOVERNANCE
CORPORATE GOVERNANCE
PLANCORP MERCHANT BANK operates in the improvement of
its customers corporate governance practices, with focus on
creating a business environment more transparent, to facilitate
the raising of funds from investors.
⨀ Design and Implementation of Corporate Governance model,
consistent with the best practices;
⨀ Improvement of Legal and Corporate Model, for corporate
structure simplification and investment platform preparation;
⨀ Management Model development to align the workforce
needs to the Business Model, in accordance to the Legal and
Corporate Model;
⨀ Accounting, Tax, and Controlling Structures development, for
improving management information;
⨀ Support for external auditors selection and contracting;
⨀ Support for the Board of Directors Implementation and its
Committees constitution.
37
TURNAROUND MANAGEMENT
 TURNAROUND MANAGEMENT
PLANCORP MERCHANT BANK operates in companies’ critical
situations, seeking the renovation and expansion of their
business.
⨀ Short-term Cash Structure balancing;
⨀iDiagnosis and analysis of competitive positioning and
marketing, financial, operational and economic company
performance;
⨀ Capital Structure and Performance Optimization
⨀ Legal and Corporate issues Addressing;
⨀ Accounting and Tax issues Addressing;
⨀ Product-market strategic repositioning;
⨀ Implementation of strategic alliances (acquisitions, mergers,
divestitures, consolidations, joint ventures);
⨀ Companies Interim management.
38
BUSINESS DEVELOPMENT CUSTOMERS
CONSUMER MARKETS
⨀ [ Corporate Governance ]
⨀ [ Strategy e Business Planning ]
⨀ [ Strategy e New Business
Development ]
⨀ [ New Business Development ]
⨀ [Business Planning & Valuation]
AUTOMOTIVE
⨀ [ Strategy e Business Planning]
⨀ [New Business Development ]
39
AUTOMOTIVE
⨀ [ Strategy e Business
Planning]
⨀ [Business Planning &
Valuation]
⨀ [Strategy e Business Planning ]
⨀ [ Business Planning & Valuation]
40
FORESTRY, WOOD AND PANELS
ELECTRONICS
⨀ [ New Business Development]
41
CLEAN ENERGY
RM
⨀ [ Business Planning & Valuation ]
Materiais Refratários
REAL ESTATE AND HOSPITALITY
⨀ [Business Planning & Valuation ]
⨀ [ Business Planning
& Valuation]
42
INFRASTRUCTURE
⨀ [ Strategy, Business Planning
& Valuation]
& Valuation]
AGRIBUSINESS
43
FURNITURE AND BUILDING MATERIALS
44
OIL AND GAS
LOGISTICS AND DISTRIBUTION
& Valuation]
⨀ [ Strategy & Business Planning]
& Valuation]
INDUSTRIAL INPUTS
45
FINANCIAL
& Valuation]
⨀ [ Business Planning ]
HOLDINGS
46
[email protected]
www.plancorp.com.br

business development - Plancorp Merchant Bank

Transcrição

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