2753-CGR-Pitch-Deck-FIN-medres
14
BOUTIQUE PRIVATE EQUITY AND M&A SPECIALISTS
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Transcript of 2753-CGR-Pitch-Deck-FIN-medres
BOUTIQUE PRIVATE EQUITYAND M&A SPECIALISTS
01
ABOUT• Boutiqueprivateinvestment/familyoffice
• M&Aspecialist
• Investor/operators
• Highlyexperiencedteam
• LocationsUK&HongKong
• Globalnetwork
• Strongrelationshipswithaccounting,tax&legalfirms
02
EVOLUTION• ClarkGroupofficiallyfoundedin2006focusedonprivateinvestment
• M&Acapabilitybroughtin‐housetohandleindependenttransactionactivity
• Seniorteamrecruitedtoleadindustryverticals
• PermanentHongKong/Asiaofficeopened
• Selectrelationshipsestablishedwithmid‐tieraccountingandlegalfirms
03
OFFER• Operatewithincoregrowthmarkets
• ClarkGroupinvestandfundbusinessgrowth
• Investmentrange£0.5M‐£5M,abletoco‐invest
• Buy&sellbusiness(broking)
• Industryfocused,notdealsizefocused
• DealexperienceUK£5M‐£60m,HongKong£25m‐£2Bn
04
USP• Eachteammemberhasoperatedatasenior/executivelevelwithinhisorherrespectivesector
• Vastarrayofexperiencefrominvestment,businessgrowth,turnaround,acquisitionanddisposal
• Uniquecombinationofprivateequityandoperator/industryexperience
• Strongecosystemofseniorcontactswithinbanking,PE,strategicbuyers(2,000+)
• Wetakealong‐termviewtoourclientrelationships
• Bespoke,personalapproachtoeachproject
05
FOCUSED BUSINESS MODEL
RETAIL
MANUFACTURING
TECHNOLOGY
FOOD&BEVERAGE...
INVESTINGGrowthcapital
EIS/tax‐efficient3‐7yearexit
CONNECTINGBuyorsellstrategiesBusinessbroking(M&A)
Equityfinancing
06
PRIVATE INVESTMENT• Investmentrange£0.1M‐£5M
• £5M+withgearing/co‐investors
• Currentinvestments:• Retail&luxuryretail• Manufacturing• Technology• Food&beverage
• Investmentsdeliverabove‐averagereturn• >3xgrowth• >5xearly• IRR>30%
• 3‐7yearholdperiod
07
PROVEN INVESTMENT MODEL
LeverageEIS/tax‐friendlyvehicles
Replicateindustrysuccess
Diversityinoverallportfolio
INVESTMENTSTRATEGY
Strategic&operationalreview
Industryreview
Managementreview
INVESTMENTSCREENING
MatchskillsetstoBoard
Engagewhengrowingpains
LeverageGGnetwork
OPERATIONALENGAGEMENT
Fundingrounds
Grooming
Exitnegotiation
EXITPLANNING
08
BRANDS
connected venturescontent data commerce
...pure expertise
2015:WildNutrition,ClarkVirtuosoCapital
09
M&A: CAPABILITY• IndependentM&Aadvisory
• Sell‐side(SME)&buy‐side(corporate)
• Bespoke,consultative&high‐endapproach
• Activewithincoremarkets
• Cross‐functionalteamcomprisingindustryverticals&dealexperience
• Businessplanning,grooming&exitstrategies
• Strongfocusoncreatingmaximumvalueforclients
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M&A: BACK-OFFICE• Marketresearch
• Targetscreening
• Financialanalysis
• Financialdue‐diligence
• Financialgovernance
• PreparationofInvestorMemorandum(s)
• Strategic&operationalmarketing
11
TRANSACTIONS ACQUISITIONS,DIVESTMENTS&RE‐FINANCING
Country Sector Company AmountAngola Energy Sonangol $2.2BN
CanaryIslands Leisure ParadiseGroup £8M
Congo Energy SNPC $210M
Egypt Financial NationalBankofEgypt $250M
France Industrial Num €42M
France Industrial Technip €497.6M
France Industrial Technip €1B
France Industrial Technip €300M
France BusinessServices IPSOS €220.7M
France BusinessServices Loxam €390M
France Financial BanquePSA €2B
France ConsumerGoods Yoplait €300M
France Industrial Fives €850M
France Telemedia Publicis €1.2B
France Technology Ingenico €360M
Germany Industrial Elau €75M
Ghana/Qatar Energy Vitol&TemaOilRefinery $170M
India Leisure Cox&Kings €289M
India Retail/Property PhoenixMills $48M
India Energy ReliancePetroleumLtd $500M&$250M
India Infrastructure BSES $120M
Italy Infrastructure Autogrill €650M
Italy Leisure Orient‐Express €150M
Netherlands Media LimburgMediaGroup €138M
Nigeria BusinessServices Intels $50M
Portugal Utility REN €150M
Portugal Utlilty BRISA €300M
Qatar Airline QatarAirways $85M
Country Sector Company AmountSingapore Airline SingaporeAirlines $85M
Spain Industrial Gamesa €1.2B
Spain Infrastructure Saba €340M
Spain Beverages Damm €265M
Spain Financials BBVA €960M
Spain ConsumerServices Memora €260M
Spain Industrial Elecnor €500M
Spain BusinessServices Prosegur €200M
Spain CondumerGoods Europac €253M
Spain Utility ACA €577M
SriLanka Financial BankofCeylon $100M
Turkey Infrastructure InstanbulMetro $68.7M
UAE Ports DPWorld $1B
UAE Retail Landmark $170M
UAE Industrial Petrofac $1.2B
UK Industrial EMDDrives £6M
UK Healthcare DorsetOrthopaedic £5M
UK Retail LinksofLondon £45M
UK Leisure/F&B AlliedLeisure £16M
UK Technology Telecity £125M
UK Technology Telecity £200M
UK ConsumerServices Trainline £146.2M
UK ConsumerServices IntegratedDentalHoldings £70M
UK ConsumerGoods Mayborne £92.5M
UK ConsumerServices OasisDentalCare £81.4M
UK/US Equipment GCAT/FlightAcademy $265M
US Equipment PublicSafetyEquipment $317.8M
US/Switzerland Energy Vitol $250M
* Transaction history by individual
1 2
LEADERSHIP TEAM
Steven Clark GroupCEO
Stephen SiggsGroupFD
Justin LevineCEO,M&A
Atiya HabibCEO,Asia
Gareth MorrisMD,Retail
Andrew JakinsCEO,CorporateFinance,M&A
Address490‐494WallisdownRoad
BournemouthDorset,BH118PU
Websitewww.clark‐group.co.uk
Telephone+44(0)1202254354
