Beruflich Dokumente
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Corporate Presentation
Sofia
July 2009
Overview
SORTIS Invest is financial and investment advisor to businesses, venture
capital and private equity funds, institutional and individual investors
for their activities in Bulgaria.
Areas of expertise :
Private equity & venture capital
Mergers & acquisitions
Corporate finance
EU grants funding programs
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SORTIS Group
SORTIS Invest is part of the SORTIS Group that also comprises:
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Services
SORTIS Invest assists entrepreneurs in selecting and obtaining the most
appropriate type of financing for their investment plans
SORTIS is able to arrange the full spectrum of financing options and
secure100% of the investment needed through:
Private equity
Venture capital
Mezzanine loans
Bank loans and other debt capital; leasing
EU grants funding
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Private Equity
In a private equity or venture capital deal the investor:
Buys shares in the investee company
Does not receive regular installments like interest on loans
Assumes part of the business risk of the entrepreneur
Makes money only when the entrepreneur also makes money
Sources of funding:
Strategic Investors
Venture Capital Funds
Private Equity Funds
Buyout Funds
“Business Angels”, etc.
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Mezzanine Loans
Mezzanine financing is a way of attaining financing without ceding
ownership of the company. It is a blend of traditional debt financing
and equity financing, reaping some benefits of both
Like debt, mezzanine financing is very fluid and does not necessarily
involve giving up an interest in the company
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Project Finance
Project Finance is financing for a particular project (such as a mine,
toll road, railway, pipeline, power station, etc.) which is repaid from
the cash flow of that project
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Corporate Finance
SORTIS Invest helps its corporate finance clients to maximize the value
of their companies while keeping an eye on the firm's financial risks
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EU Grants Funding
SORTIS Invest assists companies in obtaining
grant financing from EU’s Operational
Programmes that are active in Bulgaria
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Approach
Before taking a mandate and presenting an investment opportunity to
potential investors, SORTIS Invest makes an internal assessment of the
project in order to determine its:
Feasibility
Bankability and finance-ability
Project Sponsor’s creditworthiness
Credibility and trust are a main factor in the decision making process
of all financial investors
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Pre- & Post- Investment Support
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Investment Funds
SORTIS Invest has built up an extensive network of investment funds
comprised of:
Private equity funds
Buy-out funds
Mezzanine funds
Venture capital funds
Seed capital funds
Business angels
High net worth individuals
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Funds Investment Criteria
Partnering funds bring to companies and businesses exposure to a
broad variety of investment criteria:
Equity investment size: from €1mln to € 150+mln
Investment horizon: usually 3 to 7 years, maximum 15 years
Variety of sectors on focus
Ownership stake: controlling, majority or significant minority
Transaction types: leveraged buy-outs, management buy-outs and buy-
ins, growth capital, seed and early-stage
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Strategic Investors
SORTIS Invest works with a network of strategic investors that could
convey to companies and businesses substantial benefit by:
Adding value to investments
Strategic partners that operate in major industries such as healthcare,
telecommunications, technology, retail, food processing, beverages, etc.
Providing industry know-how and business expertise
Strategic investor may possess a brand name recognized in many
countries
Strategic investor typically brings to the firm valuable experience in
marketing, operations and sales
Providing valuable training to company employees and management
Strategic investor also provides industry and personal connections that
are beneficial for bringing in additional capital and/or assisting with the
sale of the company's products and services
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Management
Mr. Martin Paev, CFA
Born 1975, Bulgarian
Owner and General Manager
Martin Paev has 10+ years of investment banking, M&A and asset management
experience gained at the ING Barings investment bank in Frankfurt/Main
(Germany), ETEBA (the investment banking arm of National Bank of Greece),
Balkan Advisory Company (an independent investment banking boutique in
South-Eastern Europe).
Mr. Paev structured the first Real Estate Investment Trust in Bulgaria (TBI-BAC REIT)
and acted as the REIT’s Executive Director from its establishment until he joined
ADDRESS Group as Executive Director of ADDRESS Investment & Development in
2005. In November 2006 he established his investment advisory firm, SORTIS Invest.
In March 2007 SORTIS Real Estate was set up as a real estate asset management
and investment advisory company.
Educated in Bulgaria, the Netherlands and Germany, Mr. Paev holds a Master’s
degree in Banking and Finance and a Bachelor’s degree in Business
Administration. He is CFA® Charterholder and served two mandates as Board
member of the Bulgarian CFA Society.
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Key Team Members
Dimcho G. Dimitrov, Investment Banking Associate, brings experience to the
SORTIS team in strategic market research, analysis and forecasting, new
product market sizing through financial modeling and company due diligence
on M&A transactions. Prior to joining SORTIS, Dimcho was Strategy Analyst with
W. R. Grace & Co., a $3B public specialty chemicals company, where he
provided analytical support for the organic and external growth initiatives of
the organization. Mr. Dimitrov holds a Master of Business Administration (MBA)
degree from Northeastern University, Boston, USA.
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Track Record
Selected private equity and venture capital deals:
Speedy Net
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Contacts
www.sortis.bg
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