Global Brochure Aug 2012 ELECTRONIC
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Transcript of Global Brochure Aug 2012 ELECTRONIC
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Leading in nancial advice, worldwide
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Rothschild is one of the worlds largest independent nancialadvisory groups. Our Global Financial Advisory businessprovides impartial, expert advice to corporations, governments,institutions and individuals.
With approximately 900 advisers in 40 countries around theworld, our scale, reach, intellectual capital and local knowledgeenable us to develop relationships and deliver effective solutionsto our clients, wherever their business takes them. This is whywe are leaders in nancial advice, worldwide.
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Global Financial Advisory Leading in nancial advice, worldwideRothschild stands apart from the competition. What makes Rothschild special as an adviser is that we are:
Focused onclients
Nothing gets in the way of our impartial advice for each and every client.
We sell nothing but our best advice and execution capabilities.
Expert Senior bankers lead every assignment from start to nish.We advise on more deals than any other adviser, including many of the most complex
or transformational assignments in the world.
All Rothschild clients benet from our collective intellectual capital, specialist sector
and product expertise, and wealth of experience.
Informed We combine global scale with deep local networks.With approximately 900 advisers on the ground around the world, we are well placed to help
clients, wherever their business takes them.
Long-term As a family controlled business, we are unconstrained by shor t-term thinking or quarterly reporting.We can take a long-term view to deliver each clients interests.
Trusted andindependent
We know that long-lasting relationships depend on the quality of our advice; We care
about our clients success as much as they do.
The scale of our business means that we are not dependent on the outcome of any
one transaction.
We are only as good as our last assignment; This has been true for more than 200 years.
Over 800 transactions globally in the 18 months to June 2012, totalling US$625bn
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M&A and strategic advisory Equity advisory Independent adviser
M&A rankings
'05 '06 '07 '08 '09 '10 '11 H1 '12
Europe 1 1 1 1 1 1 1 1
UK 1 1 1 1 2 1 1 1
France 1 1 1 1 1 1 1 1
Italy 2 2 2 2 4 4 3 1
Germany 2 2 1 5 4 4 1 1
Worldwide 9 8 6 7 7 5 3 5
By number of deals. Source: Thomson Reuters, Dealogic
The Banker Investment Banking Awards
2011 Most Innovative Investment Bank for
Growth Companies
2011 Most Innovative Investment Bank for M&A
Financial News
2011 European I ndependent Adviser of the Year
FT & mergermarket
2007 to 2011 Mid-market Financial Adviser
Private Equity News
2011 and 2010 Financial Sponsors Coverage Team
of the Year
More than 140 IPOs, secondary offerings,block trades, spin-offs and convertiblebonds in 21 countries with a combined dealvalue of US$290bn since January 2009
Real Deals Private Equity Awards
2012 DACH Deal of the Year: IPO of Norma
The Banker Deals of the Year
2011 Americas Equities Deal of the Year: Petrobras
Asset Triple A Awards
2010 Best Block Trade: Vodafones sell-down of China
Mobile Shares
2010 Best Equity Deal, Australia: IPO of QR National
The worlds first and leading equity adviser
Honest, strategic view of what is achievable in
prevailing markets
Rigorous analysis, support for issuers in negotiations, and
tactical judgements
Coordination of bookrunners to maximise value for our clients,
bringing discipline and precision to the execution of equity offerings
The only truly global provider of equity advice
Global coverage via our teams across Europe and in New York,
Moscow, Hong Kong and Sydney
Equity capital markets specialists combine with industry bankers in
40 countries worldwide
Advisers to both large and mid-cap corporates, to nancial sponsors,
and to government, family and individual shareholders
Superior deal flow in both domestic and
Expert advice with real depth and breadth
of experience
Adviser of choice to both large and mid-cap corporates,
governments, families and individuals worldwide
Unparalleled track record and deal ow, regularly topping M&A
league tables around the world
Global presence brings in-depth insight to complex cross-border
transactions across world markets, and superior expertise in
domestic markets
Client-focused approach
Trusted partnerships with clients, using our global perspective and
depth of industry expertise to help achieve their long-term objectives
Unbiased, objective advice, free from conicts and cross-selling
Unique senior banker involvement throughout the life cycle of a
mandate, from pitch to completion
Specialist expertise
Integrated global network of industry sector specialists, pooling
knowledge from across local markets
One of the leading advisers to nancial sponsors worldwide,
forming long-term relationships to understand their needs
Extensive experience in bid defences, joint ventures and strategic
alliances, de-mergers and spin-offs, and fairness opinions
Specialists in areas including corporate governance, privatisation
programmes, pension funds and board committee advice
cross-border capital raisings
More than 140 transactions since 2009, more than any competitor,
with a combined deal value of over US$290bn
Clear vision of what does and does not work in the current market,
and which banks are executing well
We see every book of demand and speak directly to investors
Creating constructive competition between
bookrunning banks in order to ensure:
risk commitments on reasonable terms
fees kept under control
marketing planned and closely supervised
coordination and communication between banks bookrunners under pressure to perform throughout
accountability for the nal result
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'09 '10 '11 H1 '12
Global 2 3 1 1
EMEA 1 1 1 1
US 3 4 4 4
Debt advisory and restructuringLargest and most experienced independent debt
advisory and restructuring teams
Unsurpassed deal ow and expertise in structuring deals
for todays markets
Global coverage with dedicated teams in London, Paris, Frankfurt,
Milan, Madrid, New York, and in Asia Pacic and the Midd le East
Objective, independent, client-focused advice, free from the conicts
of interest faced by balance sheet b anks
Breadth and depth of experience
We offer capital structure advice that optimises both terms and
sources of debt nancings, renancings and restructuring
Debt advisory expertise encompasses all nancing markets including
banks, bonds, ratings, derivatives and hedging
Restructuring experience includes lender negotiations,
recapitalisations, capital raising, exchange offers, distressed M&A,
in-court and out-of-court transactions, and creditor representation
Widest range of pricing and leverage sources
Our independence and deal volume give us a unique view of all
banks pitches and term sheets
Constant dialogue with banks, investors and rating agencies
allows us to understand the real picture - important in volatile
markets and in an environment where integrated banks are ever
more product-led
Broadest client base
Expertise across the bank, bond and fund markets
Innovative advice to companies, creditors, governments and private
equity houses on nancing strategy, raising debt and ratings, and
hedging strategies
Strong relationships with all major market participants including
nancing sources for debt and equity, banks, bondholders,
nancial and legal advisers, and nancial sponsors
Proven track record of delivering deals
Deep professional and transactional experience and a broad mix
of skills
Demonstrable industry expertise and extensive contacts among
nancial buyers
Highest standards of integrity, condentiality and client service
Many of our roles are undisclosed to the market, helping clients
behind the scenes
Creative and resourceful approach, bringing innovative solutions to
maximise value and options for our clients
The Banker Deals of the Year
2012 Middle East Restructuring of the Year: Nakheel
2011 Middle East Restructuring of the Year:
Dubai World
Private Equity News
2011 and 2009 Turnaround and Restructuring
Adviser of the Year
International Financing Review
2011 EMEA Restructuring of the Year: Truvo
2010 Restructuring Adviser of the Year
2010 EMEA Restructuring Adviser
2009 Asia Pacic Restructuring House of the Year
Acquisitions Monthly
2011 Debt Advisory Firm of the Year
2011 Restructuring Deal of the Year: Dubai World
2010 Restructuring Adviser of the Year
The Banker Investment Banking Awards
2010 Most Innovative in Restructuring
Club des Trente Awards
2010 Financing Deal of the Year: 2.7bn refinancing of
Rexels senior credit facility
Rothschild has advised on US$1 trillionof debt advisory and restructuring
assignments since January 2009
Debt advisory deal volume
50
100
25
75
02008 2009 2010
Number of global completed deals. Source: Rothschild
Restructuring rankings
By number of deals. Source: Thomson Reuters, rankings began in 2009
2011
125
150
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Rothschild in
Western Europe
The regions leading financial advisory firm
At the forefront of European nance for the last 200 years
More deals than any other adviser for each of the last ten years,
including many of the regions most complex and
transformational assignments
Long-term relationships with clients, demonstrated by signicant
repeat business
Unrivalled local expertise
The best regional talent, integrating a wealth of senior
experience from across Europe
No-one is better connected to, or better informed about
European markets
Comprehensive advice across M&A, debt and equity nancing,
restructuring and specialist advisory areas
Deutsche Annington (2012)
Adviser to the Ad-Hoc Group of Noteholders of
the GRAND CMBS on the 6bn capital structure
reorganisation of Deutsche Annington
Largest ever European securitisation renegotiation
Eiffarie / APRR and shareholders (2012)
Debt advice on 6bn glob al renancing mixed
between 2.5bn bonds and 3.5bn bank debt
Key role in bookrunner selection and negotiations,
timing strategy, and liaising with ratings agencies
Eni (2012)
3.5bn disposal of a 30%-1 stake in SNAM to CDPLong-term relationship, advising on 17 deals in 18 years
GDF SUEZ (2012)
Acquisition of remaining 30% stake in International
Power, following reverse takeover in 2011
Largest UK asset transaction announced in H1 2012
Government of Portugal (2012)
6.6bn recapitalisation of domestic banking system
Strengthened the Port uguese nancial sector, enabling
banks to reach and exceed the capital targets set by
the European Banking Authority
Nestl (2012)
US$11.9bn acquisition of Pzers Nutrition business
Largest M&A deal in food sector for two years.Largest acquisition by Nestl in 10 years
Rothschild in
Central and Eastern Europe, Turkey and Israel
Historic and unrivalled presence
Roots in the region from the rst half of the nineteenth centuryas a nancier and investor
Signicant role in the liberalisation, privatisation and development
of the regions economy since 1990, and in the development of
best practice in corporate nance
Advisers on the ground in Athens, Istanbul, Tel Aviv and Warsaw,
representatives in Budapest and Bucharest, and local
partnerships in Prague and Soa, all connected to our global
network of advisory expertise
Unparalleled senior level access, supported by a panel of
high-prole senior advisers
The regions leading financial adviser
Extensive experience in advising local corporations and
governments, and international investors entering the region
Expert nancing advice, including equity and debt issuance
and restructuring
EFG Eurobank (2012)
460m sale of a 70% stake in Polbank EFG to
Raiffeisen Bank International
Largest disposal by a Greek bank since the onset of
the nancial crisis
OTE (2012)
397m disposal of its 20% stake in Telekom Srbija
Exit marks successful outcome of complex and
challenging process
Anadolu Efes (2011)
Formation of a strategic alliance with SABMiller
for Turkey, the CIS, and the Middle EastCreates opportunities for significant value
generation
Polkomtel (2011)
4.5bn disposal of the company to Spartan Capital
Largest ever Central and Eastern Europe M&A deal
Solbar (2011)
US$133m merger with CHS, Inc
Combined local reach to Israeli clients with extensive
connections in the food ingredients sector glob ally
VAE (2011)
Advice on Baltic States regional nuclear projectand securing of Hitachi as minority investor
High-profile deal for both region and for global nuclear
sector. Unprecedented international endorsement
BudapestBucharest
Sofia
Prague
Istanbul
Warsaw
Athens
Tel Aviv
London
Manchester
BirminghamParis
Barcelona
Lisbon
Frankfurt
Milan
RomeMadrid
Leeds
Stockholm
AmsterdamBrussels
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Rothschild in
Russia and CIS
Exceptional regional coverage, with in-depth
market knowledge Long-term player, active in Russia and CIS since 1994, with a
fully-staffed ofce since 2003
Region covered by core team of 14 bankers in Moscow,
unchanged since before the nancial crisis, delivering consistency
and long-term knowledge
Presence in Kiev since 2009
Clients benet from unparalleled high level and government
access supported by our high-prole senior advisers
In-depth understanding of local and regional dynamics
Strong track record across the deal spectrum
A dviser on some of the regions largest and most
complex transactions
One of the most active advisers in the local market; our current
deal pipeline is unprecedented
Sberbank (2012)
US$3.5bn acquisition of DenizBank from Dexia
Largest transaction in Sberbanks 170-year histor y, and
the largest ever cross-border acquisition by a Russian
nancial institution
Lenta (2011)
US$1.1bn disposal of a 44.15% stake in Lenta to a
consortium of TPG Capital, VTB Capital and
the EBRD
Highly successful strategic shareholder exit despite
difcult market conditions
Mriya (2011)
250m bond f inancing
Debt advice on benchmark international nancing for
Ukrainian agriculture
OJSC Russian Railways (2011)
Tender sale and privatisation of a 50%-2 shares stake
in OJSC Elteza to Bombardier
First ever privatisation of a Russian railways
subsidiary, leveraging our global contacts to bring key
international players to the process
UC Rusal (2010, 2009)
US$16.8bn debt restructuring and subsequentUS$2.2bn IPO on the Hong Kong Stock Exchange
Largest restructuring in Russian corporate history,
rst dual listing in Hong Kong and Paris
Rothschild in
North America
World-class expertise across the advisory spectrum
Long-standing presence in the region, with an in-depth knowledgeof local markets
One of the premier nancial restructuring practices in North
America, consistently ranked in the top four by number of US deals
Rapidly growing track record in M&A and equity advisory, with a
wealth of industry sector expertise and senior experience
Dedicated special committee practice and long-standing
relationships with private equity houses
Deep local experience supported by truly global
knowledge
Adviser on some of the most high-prole and transformational
restructurings of recent years
Local M&A specialists fully integrated with our global network of
experience, including the largest team in Europe
Strong track record in major transactions between North American
companies and growth market companies around the world
Air Products and Services (2012)
Acquisition of a controlling interest (67%) in Indura
Exclusive nancial adviser on the acquisition of a
family-owned leading industrial gases company
American Airlines (2012)
Adviser on current Chapter 11 case
Adviser on joint venture and oneworld alliance
membership with Japan Airlines (2010)
Fougera Holdings (2012)
US$1.5bn disposal of Fougera Pharmaceuticals to
Sandoz, the generics division of Novartis
Expert advice on auction dynamics and offernegotiations, maximising value for client
Robert Bosch (2012)
US$1.15bn acquisition of SPX Service Solutions
Largest acquisition for Boschs Automotive Aftermarket
division, expanding product and service portfolio
Barrick Energy (2011)
Acquisitions of Culane Energy Corp and VenturionNatural Resources
Adviser to Barrick on eight transactions since 2008totalling US$1.1bn
Blockbuster (2011)
Disposal to DISH Network Corporation for US$430m
Follows advice on strategic recapitalisation alternativesrelating to the companys US$979m of debt
Moscow
KievNew York
Washington D.C.
MontralToronto
Calgary
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Rothschild in
The Middle East
Highly connected with the regions markets
Long history of activity - Rothschild arranged the Otto manEmpires 4% loan of 1891
Experienced locally-based advisory bankers, including Middle
Eastern nationals, based in our offices in Abu Dhabi (opened
2007), Doha (2010) and Dubai (2006)
Exceptional working relationships with governments, regulators,
sovereign wealth funds and government-related entities
Established relationships with family businesses across the
Middle East, helped by Rothschilds own history of 200
years of continuous family ownership
Track record of high-profile assignments
Leading M&A adviser since our establishment in the region,
advising on more than 60 deals totalling over US$30bn
Adviser on the regions landmark restructurings
Trusted independent financing advice to companies preparing
to access the bank debt and equity capital markets
Al Jaber Group (2012)
Advice on liability management
Largest family-owned conglomerate in UAE
Arcapita (2012)
Adviser to Arcapita on its Chapter 11 case involving
c.US$2.5bn of nancial liabilities
First Middle East company to le for Chapter 11
protection
Economic Zones Worldwide (2012)
Adviser to EZW and its subsidiary, the Jebel Ali Free
Zone, on the renancing of its US$2bn Sukuk
Largest renancing this year by any governmentrelated entity in Dubai
Lloyds Banking Group (2012)
Disposal of onshore business in the UAE to HSBC
Comprised retail, commercial and corporate banking
activities, with total assets of 482m as o f Dec 2011
Nakheel (2011)
Restructuring of US$10.3bn of external debtfacilities, US$9bn of customer claims, and US$5.1bn
of trade creditor claims
New money injection of US$7.3bn by its ultimateshareholder, the Government of Dubai
Largest corporate real estate restructuring
in history
Rothschild in
Latin America
Redecard (2012)
US$6.8bn tender offer and delisting from BM&Fs
Novo Mercardo
Brazils largest ever delisting
Controladora Comercial Mexicana (2012)
US$932m disposal of its 50% stake in Costco de
Mexico to Costco Wholesale
Continues from advice to CCM on US$3.2bn debt
restructuring, one of the most high-prole in
Mexico (2010)
Almeida Jnior (2011)
US$970m joint venture with Westeld Entry of worlds largest shopping mall operator
into Brazil
Groupe Casino (2011)
Analysis and rejection by Casino of unsolicited o ffer
for Po de Acar
Largest ever negotiation in the Br azilian retail sector
Oi (2011, 2010)
US$15bn shareholding reorganisation
Strategic advice on US$4.7bn capitalisation and
industrial alliance with Portugal Telecom
Fomento Economico Mexicano (2010)
US$7.6bn sale of FEMSA Cerveza to Heineken
Effectively led competitive process in landmark
cross-border disposal
Abu Dhabi
DubaiDoha
Mexico City
Santiago
So Paulo
Dedicated regional coverage with deep local
expertise Long history of involvement in the region; Rothschild began issuing
finance to governments in Brazil and Chile in 1825
Team of 25 bankers based full-time in So Paulo and Mexico City,
supported by a partnership in Santiago
Trusted, long-term relationships with regional companies, with a solid
track record of repeat business
Consistently ranked among the top financial advisory
firms in the region Significant experience in public and private deals, advising both local
groups and multinationals
Strong regional expertise in a wide range of industry sector s
including financial services, infrastructure, consumer products,
telecoms, utilities and real estate
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Rothschild in
Greater China and North Asia
Alibaba Group (2012)
Adviser on US$2.6bn proposed privatisation and
delisting, and advice on US$3bn debt nancing
The largest privatisation in Hong Kong by market
cap. The largest leveraged debt deal in the Chinese
technology sector, and one of the most complex
in Asia
Bright Foods (2012)
Acquisition of a 60% stake in Weetabix from
Lion Capital at an EV of US$1.9bn
One of the largest ever outbound acquisitions by a
Chinese company in the consumer sector
Chow Tai Fook (2011)
US$20bn listing on the Hong Kong Stock Exchange
Largest new consumer listing of 20 11, company
becomes the worlds largest listed jewellery retailer
GDF SUEZ (2011)
Sale of a 30% stake of GDF SUEZs Exploration &
Production division to China Investment Corporation
for a cash consideration of US$3.3bn
CICs largest investment into Europe and second
largest worldwide
Vodafone (2010)
Sell-down of US$6.6bn shares in China Mobile
Largest accelerated bookbuild offering everin Asia (excl. Japan). Hong Kong Stock Exchanges
largest ever on-market placement
Substantial, connected presence
Presence in China since 1838, and one of the rst businessinstitutions from the West to re-establish relations after 1953
Direct access to the Chinese market via our three ofces in
Beijing, Hong Kong and Shanghai
Advice on cross-border transactions in South Korea, leveraging
our strategic partnership with Samsung Securities
In-depth understanding of the local market
Adviser on many of Chinas recent landmark transactions
Extensive track record in advising the regions multinational,
state-owned and private enterprises
Strong ability to bridge cultural gaps between management
of foreign and Chinese companies
Locally-based advisory bankers command a detailed knowledge
of the regions economic development, and the challenges facing
its industries
Rothschild in
India
Committed to a long-term presence in India
First ofce in India opened in June 1998 Ongoing investment in the country reects our appreciation
of India as a fast-growing M&A market
21 bankers based full-time in our ofces in Mumbai and
New Delhi
Unparalleled senior level access, supported by a p anel of
high-prole senior advisers
Award-winning advisory capabilities
Local expertise across M&A, private equity, and nancing
advisory including restructuring, and project nance
Extensive experience in advising both large and mid-cap Indian
rms and government entities
Connecting Indian clients with overseas assets, investors and
nancing sources through our unrivalled global presence
Leading adviser to international companies looking to make
Indian acquisitions
Cairn Energy (2011)
US$6bn disposal of a 40% stake in Cairn India to
Vedanta Resources
Crystallisation of Cairns biggest investment in the
subcontinent
Mahindra & Mahindra (2011)
Acquisition of a majority stake in SsangyongMotor Co.
Competitive bidding process via a court process ascompany was under Rehabilitation Proceedings
Government of India (2010)
US$22.7bn auction of 3G and BWA spectrum Innovative and highly successful, the rst auction
of Indian telecom spectrum
Realisation at over three times the Governments
original estimates; represented 1.5% of countr ys GDP
and 25% of scal decit
Suzlon Energy (2010)
US$2.8bn debt consolidation and renancing exercise
One of the largest ever successfully completedrenancing exercises in India
Beijing
Shanghai
Hong Kong
Seoul
New Delhi
Mumbai
82,b d d e sBa tignoll e s-75017Pa ris- FRANCET l. :+ 33(0)153423535/Fa x:+ 33(0)14294067 8
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Rothschild in
South East Asia
Long-standing presence and deep experience
More than 40 years experience in the region Over 30 advisory bankers based permanently in ve countries
Locally-hired expertise gives our clients unparalleled access to
regional business networks, and brings in-depth understanding of
the needs of South East Asian clients
Expert advisory services to a broad range of clients
Extensive experience in advising multinationals, state-owned
enterprises, pivate sector corporations and private equity
houses on domestic and cross-order M&A transactions
Leading independent nancing adviser on equity and debt
fundraising transactions in the region
The leading government adviser in the region, with a track
record of drawing up and executing privatisation strategy
GMR (2012)
US$1.7bn reverse takeover of Singapore-listed UnitedFiber System by PT Dian Swastatika Sentosa and GMR
Energy, shareholders of PT Golden Energy Mines
One of Singapores largest ever reverse takeovers
BG Group (2012, 2011)
Disposals of BGs 20% stake in Genting Sanyen Power,Malaysia, and 40% stake in First Gas Power Corpo ration
and FGP Corp
Competitive sale process generating significantinterest in world-class assets
Indonesia Port Corporation (2011)
Successful bid for the US$4.6b n BOT expansionproject for Tanjung Priok, Jakartas primary port
Advised on complex bid and project financingstructure for landmark national project
BFI Finance Indonesia (2011)
US$169m sale of the independent shareholders 45%stake to TPG Capital and Nor thstar Pacic Capital
Landmark Indonesian transaction, achieving premiumprice for minority shareholders selling as a package
Honeywell (2011)
US$338m acquisition of Kings Safetywear fromNavis Capital
Provides Honeywell with an important platform forgrowth in the safety footwear mar ket in Asia
Rothschild in
Japan
Experienced team with long-term presence
in Japan Rothschild operates in Japan through Rothschild Japan-
Global Advisory Japan, providing expert advice on
cross-border M&A
Balance of both senior Japanese and foreign professionals with
signicant regional investment banking experience
Creative solutions for clients, providing innovative approaches
to transactions
Uniquely positioned to provide first class
advisory services
Deep understanding of Japanese markets and strong
relationships with key market participants
Unrivalled ability to assist Japanese clients in accessing global
markets, through our worldwide network of sector specialists
Expertise in advising global corporates on acquiring Japanese
assets through our deep knowledge of the countrys markets
Consortium of Marubeni, Posco and STX(2012)
US$3.7bn acquisition of a 30% equity interest in the
Roy Hill Iron Ore Project
Constitutes for each consortium member theirlargest investment both in the iron ore sector and in
Australia
Follows advice to Marubeni on its US$244macquisition of a 15% indirect interest in PT Jawa
Power (2011)
Valeo (2012)
Potential disposal of its Access Mechanisms businessto U-Shin
Illustrates successful collaboration between Rothschildand Global Advisory Japan
Asahi Group Holdings Ltd (2011)
Adviser to Asahi on a string of transactions to establish a
strong presence in the Oceania region, including:
Acquisition of the juice and water business of
P&N Beverages Australia
Takeover bid for Charlies Group, a New Zealand
non-alcoholic beverages manufacturer
Acquisition of Independent Liquor, an Australia and
New Zealand alcoholic beverages manufacturer
The Bank of Tokyo-Mitsubishi UFJ (2011)
Acquisition of a US$6.1bn portfolio of projectnance assets from the Royal Bank of Scotland
One of the largest cross-border transactions in Japan,post Lehman shock
Hanoi
Manila
Kuala Lumpur
Singapore
Jakarta
Tokyo
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Rothschild in
Australia and New Zealand
A commitment to excellence in the region
More than 45 years experience in Australia Excellent reputation for robust advice, having advised on a
number of the regions landmark transactions
37 advisers based full-time in Sydney and Melbourne,
supported by an advisory board of senior consultants with
extensive public and private deal experience
Alliance with New Zealand-based Cameron Partners since 2008
Expertise in all core areas of financial advisory
Highest quality M&A advisory and execution services to a broad
range of clients from the mid-cap to large multinationals
Specialist equity advisory, debt advisory and restructuring teams
Strong track record of repeat business with major blue chip
companies
Our global network of sector specialists gives Australian clients
unparalleled access to global companies and markets
Challenger Infrastructure Fund (2012)
Sale of CIFs interests in LBC and Inexus, and
subsequent wind up of the fund for an implied
proportional enterprise value of US$1.5bn
Follows Rothschilds rigorous 11 month strategic
review of CIF and its assets in order to maximise
unitholder value
Extract Resources (2012)
US$2.2bn cash offer from CGNPC Uranium
Resources and The China-Africa Development Fund
One of the largest ever uranium sector transactions
and the largest in the last ve years
Alinta Energy (2011)
Debt and restructuring advice to banking syndicate
on maximising recovery of its US$2.4bn debt facility
The largest debt restructure in Australian history
Bilfinger Berger (2011)
US$1.1bn disposal of Valemus Australia Limited to
Lend Lease
Advised on all aspects of dual track process across
M&A, equity and debt issues
Queensland Government (2010)
US$17.6bn Asset Sales Programme, including:
US$4.1bn IPO of QR National, US$3.3bn sale of
Queensland Motorways, US$2bn sale of Abbot Point
Coal Terminal and US$2.1bn sale of Port of Brisbane
Rothschild is one of the worlds largest independent nancial advisory groups.There are four main arms to our business: Global Financial Advisory, Merchant Banking,Wealth Management & Trust, and Institutional Asset Management.
Global Financial Advisory
Our Global Financial Advisory business provides impartial, expert
advisory and execution services to corporations, governments, institutions
and individuals. We deliver the highest quality advice with discretion,
integrity and insight, in the areas of M&A and strategic advisory, and
financing advisory.
Senior advisory bankers lead every assignment from start to finish
so all clients benefit from our collective intellectual capital, specialist
expertise and wealth of experience. With approximately 900 advisers in
40 countries, our scale, reach and local knowledge enable us to developrelationships and deliver effective solutions to support our clients
worldwide.
Wealth Management & Trust
Our Wealth Management & Trust business provides wealth structuring,
investment management, banking and trust services to wealthy individuals,
families, trusts and charities. Its pr incipal offices are in London and Zurich.
Rothschild Wealth Management has 12 billion in assets under
management. Its clients are predominantly entrepreneurs, senior
executives and wealthy families with around 5 million in investable assets.
Rothschild Trust is regarded as a world leader in providing independent
wealth structuring, trust and f iduciary services. Established in 1954, it isone of the oldest international trust groups and currently operates in nine
jurisdict ions around the world.
Institutional Asset Management
Our Institutional Asset Management business provides investment
management and advisory services to institutional clients, financial
intermediaries, third-party distributors and private clients around
the world.
We operate t hrough thr ee principal su bsidiaries : Rothschild A sset
Management in New York manages US equities, balanced accounts
and long-short strategies; Paris-based Rothschild & Cie Gestion focuses
on European assets; and Blackpoint Management, based in Guernsey,
specialises in managing Funds of Hedge Funds.
Merchant Banking
Our Merchant Banking division deploys the firms capital, alongside that of
trusted partne rs, pri marily in Euro pean investm ent oppo rtuniti es. Since
2008 we have developed a range of vehicles that allow us to respond to
the capita l needs of comp anies, thr ough instr uments ra nging from se nior
debt to equity.
Our experienced team has the flexibility to invest with a wide range
of partners including entrepreneurs, f inancial investors, families and
institutions, and strives to support our portfolio companies through
access to Rothschilds global network of industry and sector expertise.
Today Rothschilds Merchant Banking division manages more than
3 billion of funds globally.
MelbourneSydney
Wellington
Auckland
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www.rothschild.com
Cover image:
Detail from 500 bond
for the Brazilian 5%
funding loan of 1901,
issued by Rothschild
(The Rothschild Archive)
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Aug 2012