csi corporate finance overview presentation first tuesday 26 october, 2005
TRANSCRIPT
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CSI Corporate FinanceOverview
Presentation First Tuesday
26 October, 2005
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Table of Contents
1. Value Proposition & Scope
2. Approach
3. Clients
4. Team
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1. Value Proposition & Focus
1. Fund raising High-growth businesses Mature businesses
2. Merger & Acquisitions Buyout (LBO, MBO) Trade sale Build-up
3. Financial Restructuring Prior to Trade sale / Fund raising On behalf of PE investors
4. Outsourced CFO services
Cross-border orientation working with a network of investors across Switzerland, France, Germany, Benelux, UK, Canada and the US.
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1. Corporate Finance
3. Stakeholder's Aspirations
2. Business Strategy
Strategic BusinessEnvironment
Shareholder / Management Objectives
Company Situation
2. ApproachOur analysis-driven, fact-based approach starts by helping our Clients determine the most valuable strategic and financial options, through three complementary perspectives.
PersonalGoals
FinancialSituation
TaxOptions
InternalInform.
MarketResearch
IndustryExpertise
FinancialStructure
TargetStrategy
FinancingOptions
Strategic& Financial
Options
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3. Clients
SODITECHEuronext listedEngineering - CA 26m€
Acquisition Advisory•Switzerland•Germany•UK
2002
ALIS-NSTEINTSX listedIT - CA 10m€•Financial restructuring•Fund Raising
•5.35m€ total•Three rounds with family offices & VC
2003-2004
ProgimedPharmaceuticals - CA 10m€
Trade Sale•0.6x revenues•5x EBITDA•6.6x net profit
2004
CartadooE-printing - CA 2.6m€
Fund raising•Created 2001, breakeven 2004•50% growth p.a•2.5m€ capital increase
2005
XxxCosmetics - CA 9.2mCHF
Trade Sale Advisory•2 brands•B2B market•15% growth p.a•Family owned
2005 to be completed
Genomics OneTSX listedBiotech - CA 3.5m€
Fund raising•Biodefense: French acquisition•Tranche 1: 1.5m€ •Tranche 2: 8m€ capital increase
2005 to be completed
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4. The CSI Team
Gilles-Emmanuel Trutat – Gilles-Emmanuel (39) has 12 years of experience in Asset Management and Corporate Finance:
• When co-founding CSI he was managing Partner and founder of PBS Private Bank Switzerland in Geneva, where he was in charge of developing the French clientele. He set up a Corporate Finance concept providing entrepreneurs with a broad range of family office services.
• Prior to joining PBS, he was responsible for the investment fund departments of UBS Asset Management in France and Monaco – he was also a Money Manager, specialised in the European Technology Sector and French companies, at MERRILL LYNCH Mercury and worked as a Corporate Finance Analyst at Banque du Louvre.
• He received a Master of Law (with honors) from the University of Paris and is an MBA graduate from the University of Montreal.
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4. The CSI Team
Enrico Cartocci - Enrico (40) has 15 years of experience in Corporate Finance and Strategy Consulting.
• Prior to co-founding CSI, he was a Senior Partner at Mitchell Madison Group in London, Brussels and Paris, then the Managing Partner of marchFIRST France (largest spin-off of McKinsey's Financial Services Practice) where he was involved in strategy, marketing and technology corporate services in a broad range of industries.
• He started his career in the Financial Services Practice of Andersen Consulting (now Accenture), then worked as a Corporate Clients Relationship Manager at Paribas and held a Manager position at Mars & Co.
• His background provides him with a global Top-Management network and deep functional and operational experience (incl. M&A, growth strategies and restructuring) across a broad range of industries.
• He holds a degree in Business Administration from ESSEC (Ecole Sup. des Sciences Economiques et Commerciales)
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4. The CSI Team
Johannes Schmohl - Johannes (35) has 10 years of experience in Corporate Finance and Strategy Consulting.
• Since 2001 Johannes is jointly developing CSI’s Corporate Finance activities.
• Prior to co-founding CSI, he was a Senior Manager at Mitchell Madison Group (spin-off of McKinsey's Financial Services Practice) in Munich, Paris, London and New York, where he
– advised leading private equity funds on large investment due diligence
– built a broad operational industry experience, working closely with the Senior Management of leading players in the Consumer, Manufacturing and Technology industries
• He received a Master of Business Administration degree (Diplom-Kaufmann, with honors) from the University of Augsburg and is completing a PhD at St. Gallen.
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