Master Class : Excellence in Private Equity & Deal Structuring

Size: px
Start display at page:

Download "Master Class : Excellence in Private Equity & Deal Structuring"

Transcription

1 Master Class : Excellence in Private Equity & Deal Structuring Program Description: A strong understanding of private equity and deal structuring has become a necessity for all players in the financial eco-system, including the staff of sovereign wealth funds. Besides fund managers, small, growing companies, as well as established corporates need private equity or venture capital to fund their growth strategies. Private equity is now intricately linked to mergers and acquisition and buyout transactions in complex ways. For example, a small firm can now acquire a much larger firm with supplemental private equity. This practical course is presented from three standpoints: Firstly, from the point of view of private equity funds, secondly, from the standpoint of companies and entrepreneurs who are seeking private equity and venture capital and thirdly on deal structuring solutions. Case studies of private equity transactions in China and other Asian countries like India, Indonesia, Malaysia, Thailand, Taiwan and Singapore will be used to illustrate key concepts. The Master class will cover several deal structuring techniques relating to private equity, venture capital and buyout deals. Deal structuring issues and solutions will be illustrated and discussed for various stages and components of private equity transactions. Deal structuring diagrams will be used to maximize clarity of understanding. On Day 1, participants will learn how private equity funds are established in conformity with global best practice, how investments are selected by fund managers, how due diligence is performed, how fund managers add value to portfolio companies and how investments are exited. On Day 2, participants will learn the investment strategies of buyout funds and how buyouts and leveraged buyouts are structured and executed. The methods of selling and investing in distressed companies will be explained. Advanced exit methods will be examined. Date: 4 March to 5 March 2015 Time: 9:00 am 5:00pm Venue: M Hotel Course Director: Mr. Arvind P. Mathur, CFA, FRM As a participant in the CFA Institute Approved-Provider Program, CFA Singapore has determined that this event qualifies for 14 credit hours. If you are a CFA Institute member, CE credit for your attendance at this event will be automatically recorded in your CE diary. Please refer to next page for Course Information

2 Course Information FTS Eligible: This programme is approved for listing on the Financial Training Scheme (FTS) Programme Directory and is eligible for FTS claims subject to all eligibility criteria being met. Please note that in no way does this represent an endorsement of the quality of the training provider and programme. Participants are advised to assess the suitability of the programme and its relevance to participants business activities or job roles. The FTS is available to eligible entities, at a 50% funding level of programme fees subject to all eligibility criteria being met. FTS claims may only be made for programmes listed on the FTS Programme Directory with the specified validity period. Please refer to for more information. Who should attend? CEOs, CFOs, corporate treasurers and board members of companies, financial institutions and sovereign wealth funds Chief investment officers, investment committee members, private equity, venture capital and hedge fund investment managers Government regulators from the Ministry of Bankers, investment bankers and security analysts Finance and Central Bank and Stock Market Regulators Lawyers wishing to understand modern finance Private bankers and wealth managers Risk managers Structured finance professionals Outcome Understand how private equity and venture capital funds are established; Master the operations of private equity and venture capital funds and how value is added; Understand deal structuring techniques Appreciate how entrepreneurs and companies raise private equity and venture capital; Grasp the logic and underlying principles of private equity and venture capital valuation; Understand buyouts and leveraged buyouts, their use and structuring; Learn how to invest in, or sell distressed assets; Understand private equity trends and deal structures in China, India & South-East Asia. Case Studies: Several case studies will be discussed from a practical point of view including those listed in the table below. Country PE Investor Portfolio Companies Singapore Temasek; RRJ; KIC; Canada Pension Plan LBO of oil & gas services company Singapore Temasek; Hopu; Carl Icahn Investments in upstream oil & gas company Singapore Symphony Capital Investment and exit in healthcare India Apax Partners Buyout of outsourcing company India Blackstone Buyout of outsourcing company India Bain Capital Due Diligence & Private equity Dispute India Warburg Pincus Growth capital in mobile telephony Mainland China 3i; Prax Capital Investing in a restaurant chain Mainland China Morgan Stanley; Goldman Sachs Investment in China s financial sector Mainland China SAIF Partners Venture Capital Deal Indonesia Goldman Sachs; Citi $ 1 billion buyout of natural resource company Indonesia Farallon Capital Acquisition of distressed Indonesian bank Korea KKR Buyout Investment Malaysia Crescent Point Education sector Portfolio Company Global KKR ; Sequoia Capital Fund Strategies Please refer to next page for Course Information

3 Course Information Course Content Day One Private Equity - Introduction & operations Terminology: Angel, Venture, Growth, Buyouts, PIPEs Types of Funds: Development Capital, Mezzanine Capital, Distress Investing, Infrastructure Funds, Fund of Funds, Secondary Funds Establishment of a new private equity fund Key Steps & Best Practices Special Focus : RMB funds Governance Structure of Private Equity Funds Types of Limited Partners: Investment Criteria Case Study Finding, Deal Structuring & Closing investment opportunities Sources of Deal Flow Selection Criteria Staged Investments Finding, Deal Structuring & Closing investment opportunities (Cont d) Deal Structuring: Ingredients and Methods Term Sheet Negotiation Value Addition: Governance; Operational Financial Strategic Exit strategies Put Options; Trade Sale; IPO; M&A; Case Study Due diligence Fund of Funds level; Fund level; Company Level Private equity raising by entrepreneurs and companies Understanding the 15-step Process Strategy: Identifying Potential Private Equity Funds Presenting to Private Equity Funds Alignment End of Day One Day Two Buyouts, Mergers & Acquisitions Sources & Causes of Deal Flow Buyout Target Characteristics M&A as an Entry Strategy Case Study : TPG Leveraged Buyouts The Giants of LBOs Funding Structure: Debt, mezzanine, equity Case Study: Goldman Sachs, Citi Advanced Exit strategies Strategic Buyers Mergers & Acquisition: Case Study Swaps, Re-capitalization & Secondaries Exits: Case Study: Warburg Pincus Valuation Comparables Precedent Transactions Intrinsic valuation Real Options End of programme Please refer to next page for Course Director s Bio

4 Course Director s Bio data Arvind P. Mathur, CFA, FRM, has over 20 years Asia-Pacific private equity experience. He has held a variety of senior executive positions, including Head, Capital Markets at the Asian Development Bank and senior capital market roles at Citi and Standard Chartered Bank. Arvind P Mathur, CFA, FRM Currently, Arvind is non-executive Chairman, of Private Equity Pro Partners and the President of the Indian Private Equity & Venture Capital Association and has advised entrepreneurs on behalf of a major investment bank. Arvind s experience encompasses private equity, corporate finance, M&A, investment banking and fund and direct investing in the emerging markets of Asia. In the mergers and acquisition arena, Arvind has worked on cross-border transactions in oil and gas, coal, banking and asset management. He has co-invested with sovereign wealth funds. He has been instrumental in the creation, structuring and placement of several major funds, including The India Infrastructure Fund (close to US$1 billion), The Asian Infrastructure Fund (US$780 million), The Asian Infrastructure Mezzanine Capital Fund (US$265 million), The Asian Equity Infrastructure Fund (US$400 million), and the Infrastructure Development Finance Company (IDFC). Arvind has been a member of investment committees and fund boards which have targeted investments in India, China and several other emerging markets of Asia. His extensive experience has spanned all aspects of private equity commencing from fund formation to investment to value addition to multiple types of exits. Arvind has worked on funds with the Asian Development Bank, the International Finance Corporation (IFC), CalPERS, La Caisse de Depot et Placement du Quebec, the Prudential Insurance Corporation of America and some of the leading institutional investors in Australia, Singapore, Malaysia and India. Please refer to next page for Registration Form

5 Registration Advanced reservation is required due to limited capacity For participation, please complete the fields below and fax or back to CFA Singapore Please indicate membership ID to enjoy members' rate. Refund and Cancellation Policy: - All cancellation requests have to be made in writing and a processing fee of S$50.00 will apply. - Requests made 4 weeks before the workshop date will be charged at 10% of the original workshop fee. - Requests made 2 weeks before the workshop date will be charged at 50% of the original workshop fee. - Requests made 1 week before the workshop date will not receive any refund of the original workshop fee. Name:Mr./Mrs./Ms./Dr./ Membership No.: Designation: Tel: Mobile number: Company: Address: Postal Code: Food Preferences: None Halal Vegetarian Others (please specify): Payment Details I would like to attend: Please mark a tick in the relevant box: (Prices include GST) Master Class on Private Equity and Deal Structuring 4 & 5 March 2015 Registration Fee: Please Tick Membership type Early Bird Fees Standard Fees (include GST) (include GST) CFA Singapore * until 3 February 2015 S$ 1,400.00* S$ 1, Non Member * until 3 February 2015 S$ 1,600.00* S$ 2, Remarks (Bank, *Cheque No.): Amt Due: S$ *All cheques to be made payable to CFA Singapore' c/o 10 Shenton Way #13-02 MAS Building, Singapore Please charge to my credit card I, hereby authorize CFA Singapore to charge my credit card account for the amount $ SGD Credit Card (VISA/AMEX/MC): (Expiry: / 20 ) Signature/ Date (a member society of CFA Institute) 10 Shenton Way, MAS Building, #13-02, Singapore Phone: Fax:

Private Equity Pro Partners

Private Equity Pro Partners Private Equity Pro Partners Sponsors Masterclass : Excellence in Private Equity Wednesday, 30th May 2012 Vivanta by Taj, Ambassador, Sujan Singh Park, New Delhi Masterclass Agenda Call +91 9818934615 /

More information

PRESENTATION ON PRIVATE EQUITY 16 th January, 2017 at the Institute of Chartered Accountants of India, EIRC

PRESENTATION ON PRIVATE EQUITY 16 th January, 2017 at the Institute of Chartered Accountants of India, EIRC PRESENTATION ON PRIVATE EQUITY 16 th January, 2017 at the Institute of Chartered Accountants of India, EIRC 1 Brief Introduction on Speaker Anjan Mitra qualified as a CA in 1984 from Kolkata His corporate

More information

Equity investment includes private equity (PE) investment and venture capital (VC) investment. In 2009, there were 542 equity

Equity investment includes private equity (PE) investment and venture capital (VC) investment. In 2009, there were 542 equity China Equity Investment Report, - 2010 Equity investment includes private equity (PE) investment and venture capital (VC) investment. In, there were 542 equity investments occurred in China, including

More information

Corporate Profile. Sep 2009

Corporate Profile. Sep 2009 Corporate Profile Sep 2009 Executive Summary Oxley Capital Group is an innovative private investment firm specialising in private equity and real estate investments across the Asia-Pacific. Headquartered

More information

FUNDS DATABASE SCOPE INCLUSION CRITERIA DATA HIGHLIGHTS

FUNDS DATABASE SCOPE INCLUSION CRITERIA DATA HIGHLIGHTS INDUSTRY RE FUNDS 1969 to present Industry surveys, quarterly and annual fund reports 9,240+ venture capital and private equity funds Venture capital and buyout funds that have invested in companies Name

More information

University of Oxford Executive Finance Programmes

University of Oxford Executive Finance Programmes University of Oxford Oxford s executive education programmes in finance provide the industry leaders of today and tomorrow with an opportunity to come together with peers from across the sector and around

More information

CANADIAN PRIVATE EQUITY BUYOUT REVIEW

CANADIAN PRIVATE EQUITY BUYOUT REVIEW CANADIAN PRIVATE EQUITY BUYOUT REVIEW First Half 2016 REUTERS Table of Contents Canada s PE Buyout Market in Q2 2016 3 $ Invested and # Companies Financed 5 Top Buyout Deals 9 Canada by Market Segment

More information

8th Annual INSEAD Asian Private Equity and Venture Capital Conference

8th Annual INSEAD Asian Private Equity and Venture Capital Conference The INSEAD Private Equity Club cordially invites you to the 8th Annual INSEAD Asian Private Equity and Venture Capital Conference Date: Friday 4 November, 2016 Time: 12pm - 7pm SGT Venue: Asia Campus 1

More information

CANADIAN PRIVATE EQUITY BUYOUT REVIEW

CANADIAN PRIVATE EQUITY BUYOUT REVIEW CANADIAN PRIVATE EQUITY BUYOUT REVIEW First Three Quarters 2015 REUTERS / Todd Korol Table of Contents Canada s PE Buyout Market in First 3Q 2015 3 $ Invested and # Companies Financed 5 Top Buyout Deals

More information

Do Mid-Cap Private Equity Funds Have an Advantage in Today s Markets?

Do Mid-Cap Private Equity Funds Have an Advantage in Today s Markets? Do Mid-Cap Private Equity Funds Have an Advantage in Today s Markets? Richard Cashin, Managing Partner, One Equity Partners Ellis Jones, CEO, Wasserstein & Co. John Mapes, Managing Partner, Aurora Capital

More information

KTO co-operation with venture capitalists how to design effectively?

KTO co-operation with venture capitalists how to design effectively? Knowledge Transfer Stakeholder Forum IU21KT Study Brussels, 13 February 2014 KTO co-operation with venture capitalists how to design effectively? James Burnham Venture capital consultant A study on behalf

More information

Asia Pacific UK Cross border transactions. Corporate Finance PRECISE. PROVEN. PERFORMANCE.

Asia Pacific UK Cross border transactions. Corporate Finance PRECISE. PROVEN. PERFORMANCE. Asia Pacific UK Cross border transactions PRECISE. PROVEN. PERFORMANCE. Cross border transactions Our services Moore Stephens global network of offices allows us to combine expert knowledge and advice

More information

Change the Game, SMEs! Leverage on your IP

Change the Game, SMEs! Leverage on your IP WHY YOU SHOULD ATTEND The World IP Day, held on 26 April annually, is an international event established by the World Intellectual Property Organisation to celebrate IP's role in encouraging innovation

More information

Private Equity Market Update. February 2013

Private Equity Market Update. February 2013 Private Equity Market Update February 213 U.S. Private Equity Deal Activity Deal activity in the first three quarters of 212 was lower than the corresponding quarters in 211 due to a number of factors.

More information

About Us. Sterling Capital is a China centric boutique M&A firm with extensive on the ground China experience since 2003.

About Us. Sterling Capital is a China centric boutique M&A firm with extensive on the ground China experience since 2003. Introduction 2017 About Us Sterling Capital is a China centric boutique M&A firm with extensive on the ground China experience since 2003. We are small & medium size enterprise specialist and have successfully

More information

Forum Science & Business FCRi - EY Foundation

Forum Science & Business FCRi - EY Foundation Forum Science & Business FCRi - EY Foundation How European Policy could help the Entrepreneurial and Venture Capital Ecosystems 16 th April 2015 Anne Glover Chief Executive, Amadeus Capital & EVCA Chairman

More information

EVCA Strategic Priorities

EVCA Strategic Priorities EVCA Strategic Priorities EVCA Strategic Priorities The following document identifies the strategic priorities for the European Private Equity and Venture Capital Association (EVCA) over the next three

More information

PE Monthly Roundup July 2017

PE Monthly Roundup July 2017 PE Monthly Roundup y 20 PE/VC headline trends Monthly US$ mn # Investments,000 0 0 9,000 0 9 2 0 2,000 0 0,000 9,00,2, 92,02,9 9 2,,920,,0, 20-0 - Aug- Sep- Oct- Nov- Dec- Jan- Feb- Mar- - - - -,00,000

More information

HOTELS, TOURISM & LEISURE. Hotels, Tourism & Leisure

HOTELS, TOURISM & LEISURE. Hotels, Tourism & Leisure HOTELS, TOURISM & LEISURE nem is one of Australasia s largest boutique business consultancy firms, which is able to draw on the significant skills and experience of over 50 partners across Australia and

More information

Private Equity & Management Buy-Outs

Private Equity & Management Buy-Outs Private Equity & Management Buy-Outs Be introduced to the reasons for the growth of private equity and management buy-outs This course is presented in London on: 17 January 2019, 11 July 2019, 14 November

More information

Mergers and Acquisitions/ Private Equity. Providing In-Depth Deal Coverage for Buyers, Sellers, and Investors. Attorney Advertising

Mergers and Acquisitions/ Private Equity. Providing In-Depth Deal Coverage for Buyers, Sellers, and Investors. Attorney Advertising Mergers and Acquisitions/ Private Equity Providing In-Depth Deal Coverage for Buyers, Sellers, and Investors Attorney Advertising In every transaction, business perspective informs our legal strategy.

More information

VALUATION AND FUND RAISING FOR TECH-STARTUPS PROGRAMME OVERVIEW

VALUATION AND FUND RAISING FOR TECH-STARTUPS PROGRAMME OVERVIEW Training 1 ST APRIL 2016, SINGAPORE VALUATION AND FUND RAISING FOR TECH-STARTUPS PROGRAMME OVERVIEW Success stories of technology startups such as Google, Alibaba, Flipkart and Amazon have not left Southeast

More information

IVC-MEITAR HIGH-TECH EXITS H1/ 2015 REPORT. IVC-Meitar 2014 Exits Report Prepared by IVC Research Center Ltd.

IVC-MEITAR HIGH-TECH EXITS H1/ 2015 REPORT. IVC-Meitar 2014 Exits Report Prepared by IVC Research Center Ltd. IVC-MEITAR HIGH-TECH EXITS H1/ 215 REPORT IVC-Meitar 214 Exits Report Prepared by IVC Research Center Ltd. Israeli High-Tech Exit Highlights Exit proceeds in H1/215 reached ¾ of total exits for 214 Average

More information

PRIVATE EQUITY & VENTURE CAPITAL

PRIVATE EQUITY & VENTURE CAPITAL We can deliver this course in-house: Your company, your location, your needs Contact Jeff Hearn: +44 (0)207 017 7190 jhearn@iirltd.co.uk PRIVATE EQUITY & VENTURE CAPITAL A practitioner s guide to state-of-the-art

More information

IFRS. Master Class on. The Controller s Workshop. 26th November Mumbai

IFRS. Master Class on. The Controller s Workshop. 26th November Mumbai Knowledge Partners Presents Master Class on IFRS The Controller s Workshop 26th November 2015 - Mumbai For sponsorship or to become our partner, contact: marketing@achromicpoint.com About the Seminar In

More information

The Changing Landscape of Commercial Real Estate Finance

The Changing Landscape of Commercial Real Estate Finance The Changing Landscape of Commercial Real Estate Finance How M&A and new investment trends are changing the industry GEMMA BURGESS Manging Director Ferguson Partners THE CHANGING LANDSCAPE OF COMMERCIAL

More information

Private Equity-Backed Buyout Deals and Exits Down in Q Market Volatility and Tightened Credit Markets Lead to an Absence of Large-Cap Deals

Private Equity-Backed Buyout Deals and Exits Down in Q Market Volatility and Tightened Credit Markets Lead to an Absence of Large-Cap Deals Press Release 3 rd October 211 Equity-Backed Buyout Deals and Exits Down in 211 Market Volatility and Tightened Credit Markets Lead to an Absence of Large-Cap Deals Preqin s quarterly deals data shows

More information

PE Yearly Roundup 2017

PE Yearly Roundup 2017 PE Yearly Roundup 017 Key trends Yearly Investments PE/VC investments in India in 017 witnessed sharp increase on the back of some very large deals (19 deals) with size of each of them in excess of USD

More information

Fortis to acquire strategic stake in Parkway Holdings, Singapore

Fortis to acquire strategic stake in Parkway Holdings, Singapore PRESS RELEASE Fortis to acquire strategic stake in Parkway Holdings, Singapore Landmark cross border deal in Healthcare sector out of India Move will establish Fortis as Asia s largest hospital network

More information

Software was the Most Active and Highest Value Segment in 3Q17 with 606 Transactions Totaling $29.4 Billion in Reported Deal Value

Software was the Most Active and Highest Value Segment in 3Q17 with 606 Transactions Totaling $29.4 Billion in Reported Deal Value jd1 3Q17 Summary of M&A and Investment Activity in the : 814 Totaling a $49.4 Billion Software was the Most Active and Highest Value Segment in 3Q17 with 606 Totaling $29.4 Billion in Deal Value During

More information

JAFCO Investment (Hong Kong) Ltd.

JAFCO Investment (Hong Kong) Ltd. Venture Capital: Funding Alternative for New Enterprises Presentation By Vincent Chan Director & Executive Vice President JAFCO Investment (Hong Kong) Ltd. Rom 201B, Level, 2, Hong Kong Convention & Exhibition

More information

SESSION 4: Mr. Hanson Cheah, Managing Partner, AsiaTech Ventures Limited, Hong Kong

SESSION 4: Mr. Hanson Cheah, Managing Partner, AsiaTech Ventures Limited, Hong Kong OECD/ADBI 7 th Round Table on Capital Market Reform in Asia 27-28 October 2005, Tokyo SESSION 4: Mr. Hanson Cheah, Managing Partner, AsiaTech Ventures Limited, Hong Kong Venture Capital in Asia Before

More information

Revenue of $100 million to $1 billion and EBITDA in excess of $20 million

Revenue of $100 million to $1 billion and EBITDA in excess of $20 million NEWSTONE CAPITAL PARTNERS, LLC invests in mezzanine securities of larger middle-market companies involved in leveraged buyouts, recapitalizations, and later-stage growth financings. For the last 20 years,

More information

Experienced. Focused. Reliable.

Experienced. Focused. Reliable. Experienced. Focused. Reliable. Trusted advice during uncertain times. Argus Capital Partners LLC is an independent merchant banking firm focused on providing flexible and creative private equity solutions.

More information

P r e s e n t a t i o n. We are an independent and China-based corporate law firm. We make sure you successfully reach your goals in China.

P r e s e n t a t i o n. We are an independent and China-based corporate law firm. We make sure you successfully reach your goals in China. P r e s e n t a t i o n We are an independent and China-based corporate law firm. We make sure you successfully reach your goals in China. 01 WHO WE ARE Corporate law firm Local approach Solution driven

More information

FS INVESTMENTS & KKR FORM STRATEGIC PARTNERSHIP. Combining FSIC & CCT platforms to create stockholder value

FS INVESTMENTS & KKR FORM STRATEGIC PARTNERSHIP. Combining FSIC & CCT platforms to create stockholder value FS INVESTMENTS & KKR FORM STRATEGIC PARTNERSHIP Combining FSIC & CCT platforms to create stockholder value FS INVESTMENTS AND KKR TO ESTABLISH INDUSTRY-LEADING PARTNERSHIP FS Investments ( FS ) and KKR

More information

PwC s Academy. Mastering. Mergers & Acquisitions

PwC s Academy. Mastering. Mergers & Acquisitions PwC s Academy Mastering Mergers & Acquisitions Developing and managing a successful portfolio of businesses requires taking the right path to acquire, redeploy or divest resources and capabilities. Whether

More information

Private Equity Classification Changes. November 2008

Private Equity Classification Changes. November 2008 Private Equity Classification Changes November 2008 Private Equity Classification Changes November 2008 On November 1, 2008, VentureXpert, LPXpert and Thomson ONE Banker customers will see changes to the

More information

Tel: Mobile:

Tel: Mobile: John Scutt Biography Tel: 02 8407 9372 Mobile: 0401 767 639 Email: john@lindfieldpartners.com.au John is Managing Director of The Lindfield Partners Pty Ltd trading as Essential Management Services (Lindfield

More information

Venture Capital Report

Venture Capital Report Venture Capital Report China 2 Q 2018 The following report presents Dow Jones VentureSource s quarterly findings for Chinese venture capital fundraising, investment, valuation, and liquidity. The included

More information

Chartwell Introduction and AEC Capabilities

Chartwell Introduction and AEC Capabilities Chartwell Introduction and AEC Capabilities Comprehensive Financial Advisory Experience Chartwell provides financial advisory solutions to the middle market; areas of expertise include corporate finance,

More information

Hosted By: Pre-Conference Cocktail Reception Tuesday, May 23 rd 5:30 7:00 pm Madison Club

Hosted By: Pre-Conference Cocktail Reception Tuesday, May 23 rd 5:30 7:00 pm Madison Club 7 th Annual MADISON INVESTMENT CONFERENCE MAY 24, 2017 Hosted By: Pre-Conference Cocktail Reception Tuesday, May 23 rd 5:30 7:00 pm Madison Club Conference Wednesday, May 24 th 7:30 am 6:30 pm The Monona

More information

Canada s Buyout & Private Equity Market in Q Prepared by Thomson Reuters for Canada s Venture Capital & Private Equity Association

Canada s Buyout & Private Equity Market in Q Prepared by Thomson Reuters for Canada s Venture Capital & Private Equity Association Canada s Buyout & Private Equity Market in Q2 2013 Prepared by for Canada s Venture Capital & Private Equity Association Canadian buyout-pe market trends In the second quarter of 2013, deal activity in

More information

An Experienced Approach to Private Equity

An Experienced Approach to Private Equity An Experienced Approach to Private Equity Monument MicroCap Partners, LLC (MMP) is an independent private investment firm comprised of highly experienced and accomplished private equity and operational

More information

Revenue of $100 million to $1 billion and EBITDA in excess of $20 million

Revenue of $100 million to $1 billion and EBITDA in excess of $20 million NEWSTONE CAPITAL PARTNERS, LLC invests in mezzanine securities of larger middle-market companies involved in leveraged buyouts, recapitalizations, and later-stage growth financings. For the last 20 years,

More information

Nihon M&A Center Inc. Corporate Profile

Nihon M&A Center Inc. Corporate Profile Nihon M&A Center Inc. Corporate Profile Company Outline The company has a history of over 27 years as 's largest independent M&A firm. Company name Headquarters location Offices in Office in abroad Established/capital

More information

Enayat Qasimi. Partner. Experience M Street, NW Suite 450N Washington, DC Phone: Fax:

Enayat Qasimi. Partner. Experience M Street, NW Suite 450N Washington, DC Phone: Fax: 2018 Whiteford, Taylor & Preston LLP Enayat Qasimi Partner 1800 M Street, NW Suite 450N Washington, DC 20036 Phone: 202.659.6792 Fax: 202.327.6174 Email: eqasimi@wtplaw.com Experience Mr. Qasimi?s practice

More information

Investor Presentation. November 2018

Investor Presentation. November 2018 Investor Presentation November 2018 KKR Today Private Markets Public Markets Capital Markets Principal Activities $104bn AUM $91bn AUM Global Franchise $19bn of Assets $81bn Private Equity, Growth Equity

More information

6 TH CHINA INVESTMENT CONFERENCE

6 TH CHINA INVESTMENT CONFERENCE 6 TH CHINA INVESTMENT CONFERENCE 207 CFA Society Beijing. All rights reserved. 2 August 207 China World Hotel Beijing, China Hosted by CFA Society Beijing SUPPORTER OPPORTUNITIES EVENT OVERVIEW Our flagship

More information

FOR PRIVATE CIRCULATION ONLY. Securities and Capital Markets

FOR PRIVATE CIRCULATION ONLY. Securities and Capital Markets FOR PRIVATE CIRCULATION ONLY Securities and ABOUT US A SNAPSHOT Established in 1911 in Kolkata by Late Debi Prasad Khaitan, a member of the Constituent Assembly that framed the Constitution of India Offices

More information

ENHANCING OUR GOVERNANCE

ENHANCING OUR GOVERNANCE ENHANCING OUR GOVERNANCE 8 June 2018 In recent weeks, we have been talking to a number of our clients about AMP Capital s culture and our welldeveloped governance structures, systems and processes. We

More information

Overview of Venture Equity

Overview of Venture Equity Overview of Venture Equity SVB Analytics Report 2017 Written by SVB Analytics: Steve Liu Managing Director sliu@svb.com Sean Lawson Senior Manager slawson2@svb.com Steven Pipp Senior Associate spipp@svb.com

More information

Established in 1934, Migdal is the leading insurance and finance group in Israel

Established in 1934, Migdal is the leading insurance and finance group in Israel Introduction The Migdal Group Overview Established in 1934, Migdal is the leading insurance and finance group in Israel Israel s largest insurance company Received Aaa perfect rating by Midrog (Moody s

More information

From origination to exit, how much value can your capital create? PE Roundup July 18

From origination to exit, how much value can your capital create? PE Roundup July 18 From origination to exit, how much value can your capital create? EY can help private equity enterprise originate, innovate, optimize and realize value throughout the transaction life cycle. PE Roundup

More information

Energy. Practice. Group

Energy. Practice. Group Energy Practice Group The Energy Practice Group is a multi-disciplinary group of investment banking advisors within Corporate Finance Associates. Collectively, the Energy Practice Group provides M&A advice

More information

Philip N. Feder. Los Angeles. Practice Areas. Admissions. Languages. Education. Partner, Real Estate Department

Philip N. Feder. Los Angeles. Practice Areas. Admissions. Languages. Education. Partner, Real Estate Department Philip N. Feder Partner, Real Estate Department philipfeder@paulhastings.com Philip N. Feder is a partner and former chair of the Global Real Estate practice of Paul Hastings and is based in the firm s

More information

BASICS OF RAISING CAPITAL OCTOBER 11, 2012

BASICS OF RAISING CAPITAL OCTOBER 11, 2012 BASICS OF RAISING CAPITAL OCTOBER 11, 2012 Agenda Private Equity Industry Benefits of Private Equity What Private Equity Investors Look For Clairvest Group Inc. 2 Private Equity Overview Fundraising Investment

More information

Recent marquee transactions

Recent marquee transactions Recent marquee transactions EY the leading advisor in the Indian M&A market April 2014 EY refers to the global organization, and/or one or more of the independent member firms of Ernst & Young Global Limited

More information

KKR & Co. L.P. Morgan Stanley Financials Conference: June 13, 2018

KKR & Co. L.P. Morgan Stanley Financials Conference: June 13, 2018 KKR & Co. L.P. Morgan Stanley Financials Conference: June 13, 2018 ($ in trillions) KKR Growth in Alternative Asset Market Share KKR AUM +20% CAGR +21% CAGR Alternative AUM +12% CAGR $190 (1) ($ in billions)

More information

Mara H. Rogers, Partner Norton Rose Fulbright

Mara H. Rogers, Partner Norton Rose Fulbright Mara H. Rogers Partner Norton Rose Fulbright US LLP New York T:+1 212 318 3206 F:+1 212 318 3400 mara.rogers@nortonrosefulbright.com vcard (+Outlook) Related services Corporate, M&A and securities Mergers

More information

2 Decades On: Perspectives from the Asian Financial Crisis: New Risks and Opportunities Take Shape.

2 Decades On: Perspectives from the Asian Financial Crisis: New Risks and Opportunities Take Shape. AGENDA 8:30AM 9:00AM 9:05AM REGISTRATION & BREAKFAST OPENING REMARKS KEYNOTE ADDRESS Asia Pacific 20 Years After the Crisis Causes and lessons learned (or not) Is Asia still the fastest growing region

More information

TOPICS IN ENTREPRENEURIAL FINANCE FINC-UB

TOPICS IN ENTREPRENEURIAL FINANCE FINC-UB TOPICS IN ENTREPRENEURIAL FINANCE FINC-UB.0061.01 Professor Glenn A. Okun E-mail gokun@stern.nyu.edu Gokun1@mac.com Home page: www.stern.nyu.edu/~gokun Phone: 212 998 0780 COURSE DESCRIPTION This course

More information

DBS GROUP HOLDINGS LTD. 15 th Annual General Meeting & Extraordinary General Meeting. 28 April 2014

DBS GROUP HOLDINGS LTD. 15 th Annual General Meeting & Extraordinary General Meeting. 28 April 2014 DBS GROUP HOLDINGS LTD 15 th Annual General Meeting & Extraordinary General Meeting 28 April 2014 1 Creating Shared Value Piyush Gupta, Chief Executive Officer April 28, 2014 Disclaimer: The information

More information

Private Equity & Management Buy-Outs This course is presented in London on: 25 January 2018, 18 May 2018, 25 October 2018

Private Equity & Management Buy-Outs This course is presented in London on: 25 January 2018, 18 May 2018, 25 October 2018 Private Equity & Management Buy-Outs This course is presented in London on: 25 January 2018, 18 May 2018, 25 October 2018 The Banking and Corporate Finance Training Specialist Course Objectives Participants

More information

Small Business Investment Companies

Small Business Investment Companies Small Business Investment Companies Small Business Investment Companies The economy depends on privately held businesses, and privately held businesses need capital to grow. The SBIC (Small Business Investment

More information

VENUE Market Spotlight PE BUYOUTS. February 2017 Edition

VENUE Market Spotlight PE BUYOUTS. February 2017 Edition VENUE Market Spotlight PE BUYOUTS February 2017 Edition WELCOME CONTENTS Foreword 3 Survey 4 Private Equity deals 10 in the room About Donnelley 11 Financial Solutions Dear Valued Reader, Welcome to the

More information

TRAINING TRAINING CALENDAR CLICK ON THE TOPIC YOU WOULD LIKE TO BE TAKEN TO:

TRAINING TRAINING CALENDAR CLICK ON THE TOPIC YOU WOULD LIKE TO BE TAKEN TO: TRAINING TRAINING CALENDAR CLICK ON THE TOPIC YOU WOULD LIKE TO BE TAKEN TO: www.euromoneytraining.com FINANCIAL CALENDAR FINANCIAL TRAINING CALENDAR OF EVENTS 2015 20 PUBLISHED SEPTEMBER 2014 www.euromoneytraining.com/financial

More information

KKR & Co. Inc. Goldman Sachs U.S. Financial Services Conference December 4, 2018

KKR & Co. Inc. Goldman Sachs U.S. Financial Services Conference December 4, 2018 KKR & Co. Inc. Goldman Sachs U.S. Financial Services Conference December 4, 2018 KKR Today Private Markets Public Markets Capital Markets Principal Activities $104bn AUM $91bn AUM Global Franchise $19bn

More information

3 National Summit BANKERS BORROWERS. Business Meet 2017 Bankers & SME Borrowers: 10 Emerging Mantras 16 June 2017, Hotel Le-Meridian, New Delhi

3 National Summit BANKERS BORROWERS. Business Meet 2017 Bankers & SME Borrowers: 10 Emerging Mantras 16 June 2017, Hotel Le-Meridian, New Delhi CHIEF GUEST GUEST OF HONOR Shri S.S. Mundra Deputy Governor Reserve Bank of India Shri K.K. Jalan Secretary, Ministry of Micro, Small and Medium Enterprises (MSME), GoI Presenting Partner Banking Partners

More information

M&A Update 1H Proven. Focused. Trusted. Accounts Receivable Management Healthcare IT Revenue Cycle Management

M&A Update 1H Proven. Focused. Trusted. Accounts Receivable Management Healthcare IT Revenue Cycle Management M&A Update 1H 2017 Accounts Receivable Management Healthcare IT Revenue Cycle Management Proven. Focused. Trusted. 301-576-4000 www.greenberg-advisors.com Proven. Focused. Trusted Revenue Cycle Management

More information

Board of Directors. Michael George William Barclay. Independent Director. Tsang Yam Pui Chairman and Non-Executive Director

Board of Directors. Michael George William Barclay. Independent Director. Tsang Yam Pui Chairman and Non-Executive Director Board of Directors Tsang Yam Pui Chairman and Michael George William Barclay Seah Bee Eng @ Jennifer Loh Samuel N. Tsien 52 Wong Mun Hoong Tan Chee Meng Hiew Yoon Khong Amy Ng Lee Hoon Executive Director

More information

Client Advisory. The SBIC Program - An Oasis of Liquidity in an Arid Economic Environment. Corporate Department. SBICs Prior History.

Client Advisory. The SBIC Program - An Oasis of Liquidity in an Arid Economic Environment. Corporate Department. SBICs Prior History. Client Advisory Corporate Department The - An Oasis of Liquidity in an Arid Economic Environment Raising capital has never been easy. In today s economy it is even more difficult. For every successful

More information

NIRI Virtual Chapter. PROGRAM II September 19, Impact of Private Equity Investors in the Public Markets

NIRI Virtual Chapter. PROGRAM II September 19, Impact of Private Equity Investors in the Public Markets NIRI Virtual Chapter PROGRAM II September 19, 2007 Impact of Private Equity Investors in the Public Markets Moderator Steve Calk Steve Calk is a Vice President of Ashton Partners Boston office and is focused

More information

Energy Recapitalization and Restructuring Fund, L.P. IPAA Presentation. January 2012

Energy Recapitalization and Restructuring Fund, L.P. IPAA Presentation. January 2012 Energy Recapitalization and Restructuring Fund, L.P. IPAA Presentation January 2012 Disclaimer 1 All figures are preliminary estimates and are subject to revision without notice. This confidential report

More information

Nasir, Dao PKM Abdul Partner PwC Legal (Vietnam) Co., Ltd

Nasir, Dao PKM Abdul Partner PwC Legal (Vietnam) Co., Ltd Nasir, Dao PKM Abdul Partner PwC Legal (Vietnam) Co., Ltd Get in touch Tel. (direct): +84 (8) 3824 0109 nasir.pkm@pwc.com Professional profile Nasir is a partner and the Legal Services Leader in Vietnam.

More information

New York Bar admission (or eligibility to obtain admission promptly) is required.

New York Bar admission (or eligibility to obtain admission promptly) is required. Job Opportunities To apply to any of the positions send cover letter referencing job opening with resume and salary requirements to info@bryantrabbino.com Senior Level Corporate Finance Attorney We are

More information

4 th Quarter Earnings Conference Call

4 th Quarter Earnings Conference Call 4 th Quarter Earnings Conference Call KKR & Co. L.P. Investor Update February 8, 2018 4Q17 Reflections Fundamentals Are Strong (Dollars in millions, except per unit amounts and unless otherwise stated)

More information

PE Roundup June H2017 2Q2017 June 2017

PE Roundup June H2017 2Q2017 June 2017 PE Roundup June 2017 1H2017 2Q2017 June 2017 Headline Trends Key trends Half Yearly Investments PE/VC investments in India in the first half (1H2017) witnessed sharp increase on the back of some very large

More information

Client Name. Sub Head. International M&A. c Travel and Hospitality. The McLean Group, LLC International Desk Introduction Banker Info

Client Name. Sub Head. International M&A. c Travel and Hospitality. The McLean Group, LLC International Desk Introduction Banker Info c Travel and Hospitality MERGERS & ACQUISITIONS BUSINESS VALUATION CORPORATE FINANCE MARKET INTELLIGENCE Investment Bankers To The Middle Market a International M&A Client Name Sub Head The McLean Group,

More information

Millhouse, Inc. Plc GLOBAL CAPITAL. Commercial in Confidence. Copy Right 2012 Millhouse, Inc. PLC Version Thursday, 11 October 2012

Millhouse, Inc. Plc GLOBAL CAPITAL. Commercial in Confidence. Copy Right 2012 Millhouse, Inc. PLC Version Thursday, 11 October 2012 Millhouse, Inc. Plc GLOBAL CAPITAL Millhouse, Inc. PLC Version 2.0 1 DISCLAIMER This presentation contains certain forward-looking statements within the meaning of the United States Private Securities

More information

Workshop Forum on Company Restructuring and Management Buyouts

Workshop Forum on Company Restructuring and Management Buyouts Workshop Forum on Company Restructuring and Management Buyouts Date: 29 30 October 2003 Venue: Singapore Management University Organized by: ABOUT THIS WORKSHOP Management buyouts (MBOs) are common in

More information

STROOCK & STROOCK & LAVAN LLP STROOCK. Infrastructure. This document may be attorney advertising.

STROOCK & STROOCK & LAVAN LLP STROOCK. Infrastructure. This document may be attorney advertising. STROOCK Infrastructure This document may be attorney advertising. STROOCK & STROOCK & LAVAN LLP NEW YORK LOS ANGELES MIAMI WASHINGTON, DC 180 MAIDEN LANE, NEW YORK, NY 10038-4982 TEL 212.806.5400 FAX 212.806.6006

More information

KKR & Co. L.P. Goldman Sachs U.S. Financial Services Conference: December 6, 2017

KKR & Co. L.P. Goldman Sachs U.S. Financial Services Conference: December 6, 2017 KKR & Co. L.P. Goldman Sachs U.S. Financial Services Conference: December 6, 2017 KKR Growth in Alternative Asset Market Share KKR AUM +20% CAGR Alternative AUM +12% CAGR ($ in trillions) ($ in billions)

More information

KOHLBERG CAPITAL CORPORATION. May 2007

KOHLBERG CAPITAL CORPORATION. May 2007 KOHLBERG CAPITAL CORPORATION May 2007 Safe Harbor Statement Private Securities Litigation Reform Act of 1995 Forward Looking Information This presentation may include forward-looking statements. These

More information

The Co-investment Climate in Private Equity

The Co-investment Climate in Private Equity The Co-investment Climate in Private Equity Maximize Your Competitiveness and, for Some, Ensure Your Survival Claudia Montoto The Mergermarket Group (Moderator) Julia D. Corelli Pepper Hamilton LLP Bruce

More information

ASCENDAS-SINGBRIDGE AND SEMBCORP FORMALISE AGREEMENTS TO DEVELOP AMARAVATI CAPITAL CITY IN INDIA

ASCENDAS-SINGBRIDGE AND SEMBCORP FORMALISE AGREEMENTS TO DEVELOP AMARAVATI CAPITAL CITY IN INDIA PRESS RELEASE For Immediate Release ASCENDAS-SINGBRIDGE AND SEMBCORP FORMALISE AGREEMENTS TO DEVELOP AMARAVATI CAPITAL CITY IN INDIA Vijayawada, India, 7 June 2018 Asia s leading sustainable urban development

More information

Public Private Partnerships Conference

Public Private Partnerships Conference Public Private Partnerships Conference An interactive 1 day conference on the legal and financial aspects of Public-Private partnerships Tuesday, 13 December 2016 I St Regis Hotel Corniche Abu Dhabi With

More information

Creating Trust Transforming Businesses FIDUCIA BUSINESS ADVISORS DWC LLC

Creating Trust Transforming Businesses FIDUCIA BUSINESS ADVISORS DWC LLC Creating Trust Transforming Businesses FIDUCIA BUSINESS ADVISORS DWC LLC About Us About Us Fiducia is an advisory and consulting firm targeted at providing trusted end-to-end business solutions. With our

More information

Investment Banking Career Advice

Investment Banking Career Advice CFA PART TIME PROGRAMME with FREE Comprehensive Investment Banking Career Advice Pass or Take the Next Training Free Free Comprehensive Career Advice QAA Reviewed Quality Assurance Agency for Higher Education

More information

Co C m o pa p n a y n Pr P o r f o il i e l Nove v mb m e b r r

Co C m o pa p n a y n Pr P o r f o il i e l Nove v mb m e b r r Company Profile November 2011 Migdal Underwriting & Business initiatives Ltd. Company Profile Migdal Underwriting & Business initiatives Ltd., is the investment banking arm of the Migdal Group, one of

More information

EQUITY STRUCTURES FOR HIGH GROWTH ENTREPRENEURIAL VENTURES

EQUITY STRUCTURES FOR HIGH GROWTH ENTREPRENEURIAL VENTURES I. Introduction EQUITY STRUCTURES FOR HIGH GROWTH ENTREPRENEURIAL VENTURES Authored By Philip N. Krause Two categories of entrepreneurial ventures: Revenue Model Growth Model this is what we are discussing

More information

Brookfield Investment Partners, LLC 330 South Executive Drive #307 Brookfield, WI July 29, 2011

Brookfield Investment Partners, LLC 330 South Executive Drive #307 Brookfield, WI July 29, 2011 Item 1- Cover Page Michael J. Steppe William H. Bergner Lora J. Olenchek Brookfield Investment Partners, LLC 330 South Executive Drive #307 Brookfield, WI 53005 262-785-6751 July 29, 2011 This Brochure

More information

2016 Program Details

2016 Program Details 2016 Virginia Bank Directors & Executive Management Conference Offered in Two Locations! SOUTHWEST The Inn at Virginia Tech Tuesday March 22, 2016 CENTRAL Wyndham Virginia Crossings Resort Wednesday March

More information

Career Pathways Talk - 28 July 2016 (Thursday) 2015 ISCA

Career Pathways Talk - 28 July 2016 (Thursday) 2015 ISCA Career Pathways Talk - 28 July 2016 (Thursday) Commercial Accounting Charles Ng Group Finance Director, Club 21 Charles is the Group Finance Director of a high-end lifestyle company with business operations

More information

Annex: Biographies of New and Re-elected ISCA Council Members

Annex: Biographies of New and Re-elected ISCA Council Members Annex: Biographies of New and Re-elected ISCA Council Members New Council Members Ms Yvonne Chan Mei Chuen, CA (Singapore) Chief Financial Officer and Director (Corporate Development), Maritime and Port

More information

Role of the Secondaries Market and LP Trends

Role of the Secondaries Market and LP Trends Role of the Secondaries Market and LP Trends November 4, 2009 2009 Akin Gump Strauss Hauer & Feld LLP. All Rights Reserved. Trends in Secondary Fund Transactions in the Current Market The Current Environment

More information

Capital Partners Advisers & Capital Partners Securities Investment Banking Division of Capital Partners Group

Capital Partners Advisers & Capital Partners Securities Investment Banking Division of Capital Partners Group Advisers & Securities Investment Banking Division of Group Executive Summary Investment Banking arm ( Advisers) has solid foundations Investment Banking arm provides corporate finance and advisory services

More information

CHARTERED CAPITAL ADVISERS, INC.

CHARTERED CAPITAL ADVISERS, INC. CHARTERED CAPITAL ADVISERS, INC. 590 MADISON A VENUE 21 ST FLOOR N EW Y ORK, NEW Y ORK 10022 (212) 327-0200 (212) 327-0225 FAX A DESCRIPTION OF CHARTERED CAPITAL ADVISERS, INC. Chartered Capital Advisers,

More information

11 th ANNUAL WINNERS. Circle Gala Celebration pm March 26, Intrepid Museum New York, USA.

11 th ANNUAL WINNERS. Circle Gala Celebration pm March 26, Intrepid Museum New York, USA. 11 th ANNUAL WINNERS Circle Gala Celebration 6 30 pm March 26, 2019 Intrepid Museum New York, USA. CONGRATULATIONS to all the WINNERS circle 2019 Global M&A Network is a diversified news, information media

More information

Director, Deal Advisory. At KPMG, Nicolas identifies and drives client-focused environmental/sustainability initiatives to fuel

Director, Deal Advisory. At KPMG, Nicolas identifies and drives client-focused environmental/sustainability initiatives to fuel Nicolas Cottis Director, Deal Advisory KPMG in France At KPMG, Nicolas identifies and drives client-focused environmental/sustainability initiatives to fuel commercial and business development on a global

More information