ASK Gestora de Recursos Ltda - PRESENTATION
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Transcript of ASK Gestora de Recursos Ltda - PRESENTATION
ASK BrazilNovember 2013
Geographical Presence
ASK - Portugal
The existence of an unfulfilled demand for quality financial services , from companies in the middle market segment of Portuguese industry, was the main driver for the company's establishment in late 2006. O
ur o
rigin
Our
foun
ders
Our founders are professionals with vast experience in a range of areas at financial institutions. We also have an institutional partner:• Nuno Fernandes Thomaz• John Beirôco
• Nuno Miranda• Jaime d'Almeida
• Francisco Fino• José Paulo Parreira do Amaral
ISQ is a private institution which operates in the areas of technical inspection and certification, with a presence in 11 countries around the globe.It is critical to ASK's operations, providing certification services for partners and customers.
Our
Mis
sion A group of people with vast experience in the financial sector who, in conjunction with a
technology partner, offer a range of independent services in the areas of:
Mergers and acquisitions Venture capital
Objective: provide an effective response to the unfulfilled demand for quality financial services
The Company
51.50%
85% 100%77.5%
- Lauro Brand 13.79%
- Partners Part. 14.86%
19.86%- Walter Braga
- Partners22.5%
- Directors15%
ASK Brazil
ASK Brazil was the first step of ASK's internationalisation project, accomplished in 2008, involvolved local partners with extensive experience in the financial sector and in-depth knowledge of the Brazilian market.
ASK Brazil has three independent companies under its control:
Investment Funds Manager, authorised by CVM, whose role is to identify, structure,
capture and manage investments.
Provides financial advisory services in M & A and Debt Restructuring transactions
Responsible for prospect and structuring real estate
products
ASK Brazil
Organisational structure:
Executive Board
Nuno MirandaWalter Braga
Pedro Tavares Martins
Corporate Finance
M & A
Pedro Veloso
Debt Structuring
Ramon Darzi
Peter Fino
Hélio Azevedo
Structured Finance
Valério Marega
Pedro Martins
Mário Garcia
Board of Directors
Nuno Miranda - Pres. Board Lauro Brand Walter Braga Francisco Fino Valério Marega
Angela Feltrin
He is currently the CEO of ASK and director of ASK Venture Capital. Founding Shareholder of ASK.
With 18 years of experience in financial advice, was one of the founders of Ibersá and ASK. Previously he was an
Associate at Argentária Business Bank and Finibanco in the areas of Corporate and Project Finance.
He was also Director of FirstPortugueseGroup, with responsibility for the areas of Corporate Finance, Marketing
and Business Development, where he designed, developed and structured an investment fund with unique
features.
He graduated in Management from the Portuguese Catholic University.
Nuno Miranda
ASK Brazil
CEO AND CHAIRMAN OF THE BOARD
CFO of ASK Brazil and Owner Director of ASK Asset Management
Has a degree in Engineering from the Pontifical Catholic University of Rio de Janeiro, a Master in Economics from
the Getulio Vargas Foundation Graduate School of Economics , and has an specialisation in management from the
Barcelona graduate business school (IESE). Combines the experience of having worked for financial institutions in
the corporate finance area with the experience in business management. - BFC Bank, Ernst & Young, Global Star,
Latour Capital.
Pedro Tavares MartinsCFO
Director of ASK Brazil, with experience in developing and leading strategies for growth and profit.
Board member of the American Chamber of Commerce, Minas Gerais. Board member of the WTC São Paulo.
Prior to joining ASK Brazil worked as CEO and board member of Kroton Educational S/A. Walter also worked at TELEMIG and
at the construction company Andrade Gutierrez. Graduate in Mathematics from the Newton Paiva institute , Minas Gerais.
Took specialisation courses in: (i) Quality management from Penn State University; (ii) Growth management from Saint Louis
University / Dom Cabral Foundation.
Walter Braga
ASK Brazil
COO AND BOARD MEMBER
Degree in Electrical Engineering from the Polytechnic School / São Paulo University (specialisation in digital systems). In 2004
Mr. Brand was approved as an independent financial advisor by the Securities Commission (CVM). For the past four years has
been senior partner of SI Advisors. Prior to this, he worked for five years as senior Private Banker at Bank Hapoalim, and
specialised in asset allocation, portfolio management and research into new products. Before joining Bank Hapoalim, Lauro
Brand worked as an independent technology, finance and information consultant. Closely linked to the Beit Chabad Central
(Rav Alpern), Beit Yaakov Jewish School (Safra family), Bnei Akiva and other Jewish/religious organisations located in São Paulo
and Israel, he is the only Brazilian council member of Honest Reporting (Israel) and the Brazilian arm of JLI (Jewish Learning
Institute – Rav Avraham Steinmetz).
Lauro Brand
Francisco Fino was Director of Orey Financial until June 2006. Currently a member of the Board of Directors of
Jayme da Costa SA, Marpe SA and Work Media SA. He has extensive experience in asset management and private
banking, having worked as Director for the Carnegie Portugal - Wealth Management Company, Executive
Chairman of Tottagest and Director of Private Banking at Manufacturers Hanover in Portugal. He was also
Executive Chairman of SOCI, Society of Independent Communication SA He has an MIA and MBA from Columbia
University and a degree in Political Science at the Graduate Institute of International Studies, University of
Geneva.
Francisco Fino
ASK Brazil
BOARD MEMBER
ASK Brazil - ASK Structured Finance
ASK Brazil - ASK Structured Finance
FIPsFIDCs, CRIs,
CRAsFIIs
FIPs
FIPS for companies related to
healthcare, agribusiness and
education.
FIIs
Funds targeting various types of
real estate assets.
FIDCs, CRIs, CRAs
Securitisation for small and medium
sized businesses.
Track Record in FIDCs
ASK Structured Finance
2009
Transaction implementation
Financial AdviceJoint Ventures
Tombstones - ASK Structured Finance
2007
Transaction implementation
Financial AdviceStrategic Alliance
2008
Transaction implementation
BlackwoodFlorestas da Bahia
Miami Hedge Fund Palmerio
Family
Financial AdviceJoint Ventures
2007
Transaction implementation
Financial AdviceCapital divestiture
Novarum Fund
2007
Transaction implementation
Financial AdviceSale of Interest
Tombstones - ASK Structured Finance
2011Credit Rights Investment Fund
POLICARD II
R$ 60,000,000.00Standard & Poor's Senior Quota "brAAAf" Credit Rating
Standard & Poor's Mezzanine Quota "brBBBf" Credit Rating1st. Series
Structuring and Management
Transferor
Auditors
Administrator
Lawyers
Custodian
2008Commercial Credit Rights Investment Fund -Agro MS
R$ 50,000,000.00Standard & Poor's “brAAf” Credit Rating
1st. series
Structuring
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A imagem não pode ser exibida. Talvez o computador não tenha memória suficiente para abrir a imagem ou talvez ela esteja corrompida. Reinicie o computador e abra o arquivo novamente. Se ainda assim aparecer o x vermelho, poderá ser necessário excluir a imagem e inseri-la novamente.
Transferors
AuditorsLawyers
2009
Commercial Credit Rights Investment Fund - Nutriplant
R$ 20,000,000.00Standard & Poor's “brAAf” Credit Rating
1st. Series
Structuring
Administrator DistributorsCustodian
AuditorsLawyers
Transferor
Administrator DistributorsCustodian
Undergoing structuring - ASK Structured Finance
2012Credit Rights Investment Fund
GIROFLEX
R$ 40,000,000.00 Fitch Senior Quota Credit Rating
1st Series of Senior Shares
Structuring and Management
Transferor
Distributors
Auditors
Administrator
Lawyers
Rating
2012I ASK YSER FIP IN THE FORESTRY SECTOR
R$ 200,000,000.00
Structuring and Management
Administrator Service Provider
AuditorsLawyers
2012ASK YSER II FII IN THE FORESTRY SECTOR
FII TO BE LISTED ON THE STOCK EXCHANGE
R$ 100,000,000.00
Structuring and Management
Administrator Service Provider
AuditorsLawyers
Has worked in capital markets for over 12 years and has extensive experience in trading on major world stock and futures exchanges, where he achieved a market share of 2% of the Brazilian coffee futures market while operating independently.ResearchProduced and distributed daily, free of charge, his own research focused on agribusiness, coffee, livestock, soya beans, corn, sugar and alcohol with ideas for trading, arbitrage and cash and carry. It was the first research carried out in Brazil by an independent agent.Private EquityCarried out a private equity transaction with Gávea Investimentos at the Policard company, advised Palmerio family of Uberaba, Minas Gerais, in the sale of Bioexton - Biotechnology capital stock to the Novarum venture capital fund. Brought about a joint venture between Vale do Rio Grande Reflorestamento and a Canadian investment fund to create Blackwood Florestas da Bahia Ltda. Brought about a joint venture between PERPLAN, a construction company from Ribeirão Preto, and SACI GROUP from Orlândia to create the DESTILARIA AROEIRA LTDA distillery . Structuring for financing and sale of agricultural property amounting to 8,000 hectares located in Tupaciguara, Minas Gerais, owned by the Tomain family, to the Saci Group from Orlândia, São Paulo.Structured FinanceStructured the MERCANTIS AGRO MS, multi-seller, multi-series FDIC where he succeeded in organising, within the fund, 6 companies linked to Brazilian livestock infrastructure, resulting in one of the largest credit pulverization ever seen in Brazil. 36,000 customers of trade notes carried out.Has worked for the American investment bank Bulltick Capital Markets - Head of Commodities Trading - and at investment company Latour Capital - Structured Finance.
Valério Marega Júnior
ASK Brazil - ASK Structured Finance
Owner Directors ASK Structured Finance
ASK Brazil - ASK Structured Finance
Has a degree in Engineering from the Pontifical Catholic University of Rio de Janeiro, Master in Economics from the Getulio Vargas Foundation Graduate School of Economics and with specialisation in management from the Barcelona graduate business school (IESE). Combines the experience of having worked for financial institutions in the corporate finance area with the experience of management in the telecommunications sector.Raising of FundsIn the last three years, has been active in raising funds for projects in various areas and using different financial tools, such as FIDC, CCB, FII and CRI. Participated in transactions which together raised approximately R$ 100 million for clients.ExecutiveServed for 9 years as an executive of a multinational company in the telecommunication industry, where he established the financial controls needed to satisfy the requirements for a NYSE-listed company.ConsultingWorked for a year as a manager at Ernst & Young Consulting and was responsible for coordinating the team involved in modelling and determining the minimum selling price for the privatisation of the Rede Ferroviária Federal S.A. railway network and Vale do Rio Doce S.A. company.Corporate FinanceBegan his career in investment banking. Among other transactions, advised clients on the privatisation auctions of Triunfo’s petrochemical complex and the issuing of Mesbla’s debenture, the first securitisation in Brazil.Companies where he worked before joining ASK Renda Certa: BFC Bank, Ernst & Young - Consulting, Globalstar Brazil, Latour Capital and Aria Capital.
Pedro Tavares Martins
Owner Directors ASK Structured Finance
ASK Brazil - ASK Structured Finance
- Graduated in Business Management from Armando Alvares Penteado Foundation.- Joined ASK Brazil in 2012 and is today an analyst in the area of structuring and asset management.
Mario Duarte Garcia
ASK Structured Finance
Brazil ASK - ASK Corporate Finance
ASK Brazil - ASK Corporate Finance
Mission Statement
To be a leader in financial advice services to the middle market segment
To provide competent financial advice on
structured transactions, based on the knowledge of our European partners and
local owner executives.
To support the development of promising projects in
Brazil and enable the entry of new businesses into the
country, seeking to raise funds, investment and/or
internationalisation
Help companies to obtain the equity or debt needed to achieve their strategic goals,
adding value through consulting and financial
advice services and contacts with funds, banks and
strategic investors.
To advise companies on mergers and acquisitions,
from the selection of sales, organisational structure and
governance model to the selection of the best partner whether source of capital or
strategic
The Company
• Fund raising via structured debt, FIDCs or bonds;
• Restructuring and refinancing of debt
Debt
Strategic and marketing analysis for companies
Market research, analysis of company positioning
Assistance in decision making about options for raising funds, acquisitions, strategic alliances and divestitures
Strategic positioning
• Advice on funding and investment opportunities;
• Structuring of income and valuation statements;
Financial advisory
• Raising funds jointly with Private Equity funds, Venture Capital and strategic investors;
• Possibility of ASK Portugal investment
Raising of Funds - Equity
• Search for opportunities for business expansion in Brazil;
• Total or partial sale and purchase of operations and businesses, including cross-border
• Structuring of joint ventures and strategic alliances
Mergers and acquisitions
M & ADebt
Strategy
Equity
Financial Advisory
Portfolio of Services:
Tombstones - ASK Corporate Finance
2006
2009
Transaction implementation
Debt Restructuring
2006
2009
Transaction implementation
Joint Ventures
2006
2010
Transaction implementation
Advisor to Coquelux on the capital increase transaction
together with Lazarex
2006
2010
Transaction implementation
Market Research
2006
2009/2010
Transaction implementation
Debt RestructuringR$ 7,000,000.00
2006
2009/2010
Transaction implementation
Company Valuation
Tombstones - ASK Corporate Finance
2006
2011
Transaction implementation
Raising Capital
2006
2010
Transaction implementation
Debt restructuring via CCI
2006
2010
Transaction implementation
Advice on capital increase transaction carried out by
Leya SA
2006
2010
Transaction implementation
Advice on buying an event promotions company in the
aviation industry
2006
2011
Transaction implementation
Advice on the purchase of the assets of Contax
HBC
Tombstones - ASK Corporate Finance
2006
2011
Transaction implementation
Business Plan
2006
2012
Transaction implementation
Debt restructuring and raising of capital
2006
2010
Transaction implementation
Debt restructuring
2006
2011
Transaction implementation
Advisory
2006
2011
Transaction implementation
Valuation
CRV
Bonheur du Pain
Angela has a degree in business management from the Getulio Vargas Foundation, and has a specialisation in banking history at the University of Gallen, Switzerland.
Before joining ASK, Angela worked on credit risk analysis projects with Citigroup and on many high value deals at IGC Partners, the country's largest consulting firm specialised in mergers and acquisitions.
ASK Brazil - ASK Corporate Finance
Angela Feltrin
ASK Corporate Finance Owner Managers
Pedro Veloso
· Has a degree in Economics from the New University of Lisbon and Master in Management with specialisation in Finance, from the Portuguese Catholic University. · Joined ASK Portugal in 2009 and ASK Brazil in 2011.· Previously, carried out a number of professional training programmes, in particular at the Corporate Finance division of Millennium Investment Banking, at the BPN Credit Unit and at the Citigroup Utilities team - European Investment Banking Division in London.· In the context of university studies, he spent terms on exchange at WU - Vienna and HEC - Paris and at a Summer School in Warsaw.
ASK Brazil - ASK Corporate Finance
Pedro Fino
Ramon Darzi
· Degree in Civil Engineering from Instituto Superior Técnico, Technical University of Lisbon.· Joined ASK Brazil in 2010.· Previously, carried out a professional traineeship at Banif Investment Bank in Brazil, in São Paulo, specifically in the Asset Management division.· In the context of university studies, he spent a term on exchange at the Pontifical Catholic University - Rio de Janeiro
Graduated in Business Management from Insper - Institute of Education and Research - having spent a term on an exchange program at the University of Illinois at Urbana Champaign. Joined ASK Brazil in 2013.
R. Oscar Freire, 379 – Cjto 82 CEP: 01426-000(+55-11) 2770-0500São Paulo – SPBrazil
www.askbrasil.com
Av. Álvares Cabral, 61 – 3o1250-017(+351) 21 393-2429LisbonPortugal
www.askb.pt
Av. Revolução de Outubro, 171 – 1o3762(+222) 371-011LuandaAngola
www.askangola.com