Beamonte Investments - Investment Banking
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Transcript of Beamonte Investments - Investment Banking
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Our Business
Investment Banking
Private EquityBeamonte Capital Partners
Credit/ Liquidity (Short Term)Beamonte Merchant Bank
Direct Private InvestmentsEquity/ Debt
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Latin AmericaFocus
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Mergers and Acquisitions
Capital Restructuring
Debt Advisory
Joint Ventures Strategic Alliances
Capital Raising
Structured Finance
We advice buyers, sellers, borrowers , lenders and investors as part of our services
Our Services
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Investment Banking Services
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Company Real Value
Create database to look for investors and credit options
Growth parameters of the company
Assistance establishing growth goals
Family Succession
Valuation
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Family Succession
Company Valuation
Build a equity structure for family succession
Company Sell / Liquid Assets Build management and change structures for the company
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Our team of banking experts in merger and acquisitions at BI is committed to give an independent high quality service to our clients and provide capacity for transactions and executions including mergers, acquisitions and disinvestments options.
Our Work in mergers and acquisitions focus on support and assistance to private companies and other world institutions, with a particular interest in North American and Latin American markets.
Mergers and Acquisitions
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Through BI our clients find a full range of adequate local and foreign business, agreements execution on time, efficiency to be ahead of the competition.
We have experience supporting American and foreign companies, to explore and start operating on national or international markets.
Acquisitions
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La Acquisitions of new business could help companies to strength market shares and open new markets, regions and technologies. Our key elements for this services are:
Search parameters development
Target Screen / Primary Focus
Due Dilligence / Buying company valuation
Finance options for acquisitions (shares and debt)
Negotiations and closing deal.
Buyer Support
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We understand the selling process. We know the key industries of the markets and develop a comparable transactions database for each.
This assures our understanding of the determinate market values, which secure easier and better agreements through exit strategies that maximize value for you, the seller.
Seller Support
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Step 1
•Value determination
•Descriptive and Confidential Memorandum
•Assistance for equity structures
Step 2
•We maximize expositions of potential buyers in a confidential way.
•Buyers targeting to increase transaction value.
Step 3
•We review with the client, the offers received
•Negotiate the transaction
•Keep confidentiality through all process
•Close the deal
Selling Process
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Due Diligence
Deal team instructions
Buyer validates facts
BI orchestrates process
BI supervises buyer activity
Closing date confirmed
Prepare for Sale
Company Valuation
(Fairness Opinion)
Descriptive Memorandum
Target Customers
Confidentiality
LOI
Scope
Structure
Timing
Allocation of Price
Seller approve the deal
Sell-Side process
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Investment Strategy
2
Portfolio of privately placedProprietary structured loans
Overweight allocation to Mexico and Colombia
Specific source of repayment from cash flows of assets or projects being financed:Receivables, Inventories, and other liquid assets
Achieved through the pledge of additional fixed assets in selected investments
Asset based lending strategy
Middle-, and large-market target companies
Focus on debt instruments
Over-collateralization
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Middle Market Focus
•Companies with Enterprise value – 50MM – 200MM
•Revenues of 15MM – 150MM EBIDTA 1MM
Focus on Middle Market
•Few Lending Sources in the middle market
•Fast response to clients, 2 -3 weeks
Less Competition More Influence
3
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Capital
BIMBBeamonte
Merchant BankLoansLi
quid
ityLiquidity Providers
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“We like risk, and we believe Mexico economy is strong enough to take risk”
Juan FernandezCFO
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Loan Process
Identify and valuate liquid re-payment options
Borrower needs
Loan
Loan re-payment
2- 3 weeks
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Borrower Profile
Mid-size Companies• Revenues 15M +• More than 5 years of track
record• Clients AAA • Significant equity invested in
the project or other receivables
• Diversification in client portfolio receivables
Other Projects• Government Contracts• Health Care Projects• Civil Works• Constant Source of Business• IT Services
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Receivables / Assets Trust (SPV)
Borrower
Collection Rights
Payments
LoanRe-Payment
Source Deals
Investment Banking Advisory
IB Fees
Transaction Structure
Suppliers
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Origination & Administration
Promotion Evaluation Approval Closing
Follow up Control Administrative Collection
JudicialCollection
Administration
Origination
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Beamonte Capital Partners, LLC
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About Us
Beamonte Capital Partners, LLC is the Latin America branch for private equity of Beamonte Investments, Inc. specialized in small-middle companies in Mexico and Colombia.
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Investment Stage
Venture Capital
Beamonte Capital Partners
Private Equity
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Co- InvestorsBeamonte is willing to work with co-investors and is flexible regarding transaction types:
• Buy-outs and re-capitalizations of financially-owned, family-owned, or entrepreneur-owned businesses
• Growth capital investments and acquisition financing• Buy-and-build strategies• Management buyouts
Beamonte’s ongoing involvement emphasizes business planning and board monitoring, retaining and recruiting key executives and arranging add-on acquisitions and financing. We take an oversight role in monitoring our companies’ performance and in ensuring that they achieve their full business potential.
With respect to our existing portfolio companies, we actively pursue follow-on acquisition opportunities of smaller businesses with similar operating characteristics.
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Sectors
Education
IT / B2B / B2C Lending Commercial
Health Pharmaceuticals
Agro Business
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Strategy
Favorable Trends
• Take advantage on growth in demographics
• Anticipate Market trends.
Small and Medium sized business
• Provide expansion capital to unleash growth
• Family firms usually are target
Willing to invest in minority stakes
• Insist on strong corporate governance rights
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Beamonte Ad- ValueBeamonte takes a collaborative approach to working with management teams. Our role is to support executives in developing long term growth strategies and building execution capabilities. We believe working together and leveraging our collective talents and strengths provides the foundation for success. Through experience, a disciplined approach and a focused effort, companies can reach their full potential.
How does Beamonte support the companies we work with?
• Developing new business lines or service offerings• Identifying and pursuing geographic expansion• Creating new distribution channels and partnerships• Growth through acquisitions – Identifying targets, evaluating opportunities, executing
transactions and facilitating integration• Strengthening financial reporting and use of operating metrics to clarify value drivers• Developing the management team through additions and defining roles• Instilling accountability and financial discipline
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“……. our investment in CITEC ING demonstrates Beamonte’s confidence in the
Mexican economy. “ Luis F. Trevino
Managing Director
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Portfolio
CITEC ING was formed in 2003 to provide validation services to the pharmaceutical industry in Mexico; the company develops a fully integrated suite of solutions including drugs stability, validation of computerized systems, training courses and environmental and surface monitoring.
www.citec.com.mx
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© 2012 Beamonte Investments, Inc.
Beamonte Investments, Inc.470 Atlantic Av. 4th FloorBoston MA 02211
Beamonte Capital Partners, LLC225 Franklin St 26th FloorBoston MA , 02110
T (1) 617.275.8960F (1) 617.292.2300