Beruflich Dokumente
Kultur Dokumente
ASK Presentation
© ASK, June 2009
Index
1. ASK, S.A.
i. Overview
iii. Mission
3. Differentiation
4. Team
5. Track Record
Confidential
2
© ASK June 2009
1. ASK, S.A.
i. Overview
ASK – Advisory Services Kapital is a financial boutique, born in the end of 2006, which covers a wide range of
financial services focusing in Corporate Finance, Private Equity/Venture Capital and Real Estate.
ASK’s shareholder structure is composed by institutional investors (ISQ) and private investors, pointing out the
project founders - Jaime D’Almeida (JA), Francisco Fino (FF), José Paulo Parreira do Amaral (JPPA), Nuno Fernandes
Thomaz (NFT), Nuno Miranda (NM) and João Beirôco (JB)
ISQ is a private and independent technological entity founded in 1965 with more than 1,000 employees and a
turnover of about € 70M
The private investors have an extensive network and knowledge of the Portuguese enterprises as well as a
wide experience in the investment banking sector, both in Portugal and abroad
FF / JPPA JA / NM NFT / JB
New Shareholders
• Henrique Granadeiro
• Grupo Pinto Basto
• Jorge de Mello
• Carvalho Martins/Vinhas
• Grupo JRI
• Grupo Nova Expressão
• (…)
Confidential
3
© ASK June 2009
1. ASK, S.A.
ii. Organizational Structure
Confidential
4
© ASK June 2009
1. ASK, S.A.
iii. Mission
LEADER IN
To carry on the activity through an innovative and professional business
THE MIDDLE
model, maximizing and optimizing the financial perspective, which
MARKET
effectively promotes the accomplishment of the projects
SEGMENT
PROVIDING
Promote the Portuguese economic development by supporting INDEPENDENT
SME’s, entrepreneurs, and dynamic projects with high growth FINANCIAL
potential ADVISORY
Confidential
5
© ASK June 2009
1. ASK, S.A.
iv. Technical Expertise
ISQ has a strong local presence abroad, namely in Spain, Brazil, Angola and China, following
Portuguese and worldwide recent economic trends regarding internationalization
Confidential
6
© ASK June 2009
Index
1. ASK, S.A.
3. Differentiation
4. Team
5. Track Record
Confidential
7
© ASK June 2009
2. Core Business Areas
The unit of Venture Capital / Private Equity currently manages a fund - ISQ
Capital de Risco – of € 7,15 M, with a portfolio of 15 companies.
ASK’s goal is to launch a new fund, until the end of 2009, with similar
characteristics to the first fund, looking to answer to the demand in the area of
the early stage financing.
1st Fund: € 7,15 M
Additionally, ASK launched the fund Brasil Sustentável, focused in companies
with high growth and valorization potential in Latin America, in sectors such as
Tourism, Logistics, Residential and agriculture, possibly including a real estate
component.
Confidential
8
© ASK June 2009
2. Core Business Areas
i. Private Equity / Venture Capital
COMPETITIVE ADVANTAGES
2
1 Capacity to
The working logic of the Fund and its Deal Flow Evaluate
Opportunities
main competitive advantages are based
on the unique value chain that ASK
succeeded to implement, as well as
ISQ’s deep and diversified knowledge in
many areas 5
Effective Support 3
to Portfolio Financial and
The valuation of investment
Companies and Legal Structuring
opportunities is more effectively made Management of Transactions
by ISQ’s technical expertise
4
ISQ’s vast network of technical and Capacity for
commercial contacts is made available Portfolio
Management
to the fund portfolio companies
Confidential
9
© ASK June 2009
2. Core Business Areas
i. Private Equity / Venture Capital
Confidential
10
© ASK June 2009
2. Core Business Areas
Corporate Finance
This business area includes a broad set of financial advisory solutions, namely:
Confidential
11
© ASK June 2009
2. Core Business Areas
ii. Corporate Finance
OUR VALUES
Accuracy
Strong technical knowledge and analytical capacity Focused on clients and their objectives
Confidential
12
© ASK June 2009
2. Core Business Areas
ii. Corporate Finance
MAIN SERVICES
Mergers, Acquisitions and Sales Capital Increase and Fund Raising Leverage Finance
Services
Transactions of companies or assets Promoting liquidity Acquisitions with high levels of debt
Cross-border Transactions (LBOs)
Raising equity in financial and strategic
Strategic Partnerships and Joint partners MBOs / MBIs
Ventures
Collection and preparation of documents and required information for presentation and Preparation of documents for analysis
analysis of the Transaction and presentation of the operation
Identification, selection and contact potential investors Selection of the financial structure
Confidential
13
© ASK June 2009
2. Core Business Areas
ii. Corporate Finance
MAIN SERVICES
Collection and critical analysis of the Drawing the optimal capital structure, Structuring a business model, corporate
required financial data for the according to the cash flows expectation governance and establishment of a
development of the valuation work and available financing sources functional logic between the fund, the
investors and the management team
Development of the Business Plan Identification, selection and contact
Scope of Works
Confidential
14
© ASK June 2009
2. Core Business Areas
Real Estate
Already in 2009 ASK Real Estate acquired 50% of First Reit AM, a Real
Estate Fund Asset Manager, puting pen to paper on a partnership with
MOBISER.
Confidential
15
© ASK June 2009
2. Core Business Areas
iii. Real Estate
MAIN SERVICES
Real Estate Projects’ Structuring
Business Plan’s valuation, including commercial and financial dimensions;
Business Plans’ development, selecting business partners either strategic and/or financial;
Monitoring the projects’ evolution.
Fiscal Optimization
Analysis, organization and execution of the most adequate fiscal structure for the Real Estate project.
Confidential
16
© ASK June 2009
2. Core Business Areas
iii. Real Estate
First Reit AM, Sociedade Gestora de Fundos de Investimento Imobiliário S.A.
- Financial Know-How
- Venture Capital
- Corporate Finance
Confidential
17
17
© ASK June 2009
Index
1. ASK, S.A.
3. Differentiation
i. Culture
4. Team
5. Track Record
Confidential
18
© ASK June 2009
3. Differentiation
i. Culture
Confidential
19
© ASK June 2009
3. Differentiation
ii. Competitive Advantages
Direct relationship with the executing partners from beginning to end, with a high level of commitment to
results
Combination of ISQ’s technical excellence in several sectors and quality financial advisory
Global solution, management and coordination of all interlocutors – company/client, consultants (financial,
auditing, legal, technical)
Business model focused on the middle market, entrepreneurs and companies with high growth
potential
Management team composed by a shareholding structure that incorporates some of the best professionals
in the sector, highly committed, and allowing future stability
Commitment to success by means of a remuneration system linked to the clients’ success, converting
us into client’s partners
Entrepreneurial culture of ASK’s shareholders lined-up with our clients and their needs
Confidential
20
© ASK June 2009
Index
1. ASK, S.A.
3. Differentiation
4. Team
i. Experience
5. Track Record
Confidential
21
© ASK June 2009
4. Team
i. Experience
Jaime d’Almeida – Chairman
He is currently a Board Member at Media Capital and Chairman of the Associação Portuguesa de Seguradores (insurance
companies association). He was also founder of Ibersá.
Has 40 years of international experience in business administration, in London, New York, Zurich and Portugal and headed
MDM (now Deutsche Bank) and Fiesco (AIG Group) projects. He was also CEO of Império Seguros, Vice-President at José
de Mello Group and Board Member at Banco Mello, Seguros e Pensões Gere, PT Comunicações and Bertrand Group.
Holds a B.A. in Law from Universidade Clássica de Lisboa.
He is the CEO of ISQ – Instituto de Soldadura e Qualidade (since 2002) and Fiscal Board Member of Tagusparque (since
1996).
Has a broad experience in engineering and management with a strong track-record through Controlauto (CEO from 1994-
2000 ), ISQ (Managing Director from1985-2002), Metaldin - Soc. Desenvolvimento Indutrial (Manager from1979-1980). He
was also responsible for the inspection of the Sines Refinery construction (Welding Institute) and Industrial Director of Moalis.
Between 1967 and 1984, he was Professor and Assistant Professor at Torres Vedras Industrial and Commercial Scholl and at
Instituto Superior Técnico.
Holds a BSc. in Mechanic Engineering from Instituto Superior Técnico and a Companies Board Management Programme at
AESE/IESE (Lisbon).
Confidential
22
© ASK June 2009
4. Team
i. Experience
Francisco Fino – Board Member
Until June 2006 was a Board Member at Orey Financial and is a Board Memeber of Jayme da Costa S.A., Marpe, S.A. and
Work Media, S.A.
Has a strong track-record in Asset Management and Private Banking, with experiences as Manager of Carnegie
Portugal,Sociedade Gestora de Patrimónios, CEO of Tottagest,SA. and Manager of Private Banking for Manufacturers
Hanover (Portugal).
He was also CEO of SOCI, Sociedade de Comunicação Independente, S.A.
Holds a M.A./MBA Columbia University; M.A., Institute of High International Studies, University of Geneva .
Confidential
23
© ASK June 2009
4. Team
i. Experience
Nuno Fernandes Thomaz – Board Member
He was recently a Member of the XVI Constitutional Government as Secretary of State for Maritime Affairs. Currently is a
Board Advisor at AON. Portugal.
Has a wide experience in Investment Banking, both in Portugal and abroad. He was CEO at Orey Financial, Vice-President of
Banif- Ascor, Founder and Managing Director of Banif Investment Bank, (Private Banking/Corporate Banking), Manager of
Banco de Negócios, Argentária, Board Member at Titulo – Sociedade Correctora Grupo Finibanco and Trader at BCI Valores
(Santander Group).
He was also Board Advisor of Dalkia SGPS (Vivendi Group).
He has a strong international experience as In-Charge of Southern European Markets at Carnegie London.
Holds a BSc. in Business Administration, ISG, Post-Graduate Degree, Harvard Business School.
Confidential
24
© ASK June 2009
4. Team
i. Experience
João Beirôco – Board Member
With more than 9 years of professional experience in several areas of consulting and financial advisory, namely M&A
assignments, privatizations, re-structuring, equity fund raising as well as companies and projects valuation.
Before joining ASK, he was Manager of the M&A Division at Banco Efisa (2006/00), and formerly was a Financial Analyst in
the Structured Finance area of the Corporate Division at BES (2000), and in the Corporate Finance Division at BNP Paribas in
Lisbon (1999)
Holds a BSc. in Organization and Management, ISCTE.
He was recently Director of the division of Mortgage Banking of BBVA Portugal and formerly was Director of the capital market
of BBVA Portugal as well as responsible for Argentaria Valores – Soc. Fin. de Corretagem (1998-2002). He also worked for
Banco Finantia (1994-98), where he was Director of the the divisions of Capital Market and Private Banking.
He enrolled several courses of Financial Management at the Universities of Stanford, Wharton and IESE. He holds a BSc. in
Management from Universidade Católica Portuguesa.
With more than 20 years of professional experience in multinational and national companies in several segments of the
market, like Technology, Information Systems, Health, Environment and Services, he was, before joining ASK, Global Vice-
President Operations of MIPS Technologies, CFO and Executive Vice-President of Chipidea, SA, CEO and President of the
Board of Timestamp – SI, SA, Board member of the Group RD – Rede de Diagnóstico, SA, President of the Board of OON –
Recycling Solutions, SA, Manager and Financial Director of Oracle Portugal, Assistant Controller & Credit Manager of Data
General Portugal and Account Manager at Banco Português do Atlântico.
He holds a BSc. in Economics from Universidade Católica Portuguesa, a Post-graduation in Management from the University
of Edinburgh and a MBA from ENPC of Paris.
Confidential
25
© ASK June 2009
4. Team
i. Experience
Pedro Soares David – Corporate Finance Manager
Has more than 6years of professional experience in financial advisory, equity fund raising, M&A, valuation and financial
restructuring projects.
Before joining ASK, he worked as Deputy Director at Banco Finantia (2007) and Associate at Banif Investment Banking
(2002/2007) both in the Corporate Finance division. In between Banif’s experience, he was invited to work as Financial
Advisor for the Sea Affairs Secretary of State (2004/2005) being responsible for the shipbuilding and ports industries.
Holds a Post-Graduation in Finance and a BSc. in Business Management from Universidade Nova de Lisboa; He has also a
Business Analysis & Valuation course by London School of Economics.
He has more than 9 years of professional experience in the financial area, having been 7 years at Millennium Bcp. Before
joining Ask, he was responsible for the area of Real Estate Promotion in the South of Portugal for BBVA.
With juridical background from Universidade Autónoma de Lisboa, he has also several specializing courses in Capital
Markets, Management and Finance, as well as a specialization in Management and Finance in Real Estate, lessened by ISEG
and Lawyers’ Order.
He has more than 7 years of professional experience in financial advisory, equity fund raising, M&A, valuation, private equity
and financial restructuring projects.
Before joining Ask, he worked as Senior Associate at KPMG (2008) at the division of restructuring services and as Assistant
Director at Banif – Banco de Investimento (2007), at the division of Private Equity. Before, he was financial analyst at the
division of mergers and acquisitions of Banco Efisa (2003/06) and auditor at Deloitte (2002).
He holds a MSc. in Finance from ISCTE and a BSc. in Economics from Universidade Nova de Lisboa.
Confidential
26
© ASK June 2009
4. Team
i. Experience
João Bourbon – Private Equity Assistant Manager
Has 5 years of professional experience in Financial Advisory , M&A assignments, Equity Fund Raising as well as evaluations
of companies and projects.
Before joining ASK, he was Associate at the M&A Division at Banco Efisa (2007/05).
Degree in Business Management from Universidade Nova de Lisboa; Business Analysis & Valuation course by London
School of Economics.
Has 6 years of professional experience in several areas of financial advisory, namely Project Finance projects, Public and
Private Partnerships schemes and Leveraged Finance.
Before joining ASK, she was Analyst at the Project Finance Division at Banco Efisa (2007/03).
Holds a Post-graduation in Corporate Finance from CEMAF and a BSc. in Business Management from Universidade Católica
Portuguesa.
Has more than 4 years of professional experience and has been involved in several Corporate Finance and M&A
assignments.
Before joining ASK, he worked as Analyst at Banco Finantia (2007) and at Banif Investment Banking (2005/06) both in the
Corporate Finance division. His work experience also includes Summer Internships at Grupo Portugal Telecom.
Holds a BSc. in Economics from Universidade Nova de Lisboa and a Capital Markets – Derivatives and Monetary Economics
specialization from the Business and Administration College, University of S. Paulo.
Confidential
27
© ASK June 2009
4. Team
i. Experience
Francisco Pimenta da Gama – Private Equity Analyst
Joined ASK by the end of 2007 and has an Economics BSc. and a Finance MSc, both by Universidade Nova de Lisboa.
Previously, he has undertaken internships in the Private Banking and Client Management divisions of Banco Espírito Santo
(Summer 2006). In the scope of its BSc., in 2006 attended several Financial Management Courses at Universidade Autónoma
of Barcelona.
Before joining ASK (February 2009), she enrolled an 8-month internship in Bial Industrial Farmacêutica in Bilbao/Madrid, in the
areas of accountability and Commercial/Sales, under the Programme Inov Contacto.
Holds a BSc in Economics and a MSc. in Management from Universidade Nova de Lisboa.
Since February 2009 on ASK, after concluding a Degree in Economics and a Masters in Management at Universidade Nova
de Lisboa.
On the last months of 2008, he enrolled an internship at TESE – Associação para o Desenvolvimento (a NGOD), in the area of
Fund Raising.
Confidential
28
© ASK June 2009
Index
1. ASK, S.A.
3. Differentiation
4. Team
5. Track Record
Confidential
29
© ASK June 2009
5. Track Record
RECENT CURRICULUM
Explorer Investments Financial Financial Advisory in the ISQ’s Financial Advisor in the Financial Advisory in the
Advisor in the acquisition of Business Planing for the wine acquisition of 100% of Labcal – opportunities’ detection in Brazil
100% of Gascan, S.A. and kitchen oil businesses Laboratório de Calibrações & Ensaios
2009 2009
2006 2009 2009
2008 2008
2006 2008 2008
Confidential
30
© ASK June 2009
5. Track Record
RECENT CURRICULUM
Confidential
31
© ASK June 2009
5. Track Record
RECENT CURRICULUM
AutoTorrense, Lda
Confidential
32
© ASK June 2009
5. Track Record
RECENT CURRICULUM
2006
2006 2006 2006 2006
Confidential
33
© ASK June 2009
Contacts – you ASK we answer…
Confidential
34
© ASK June 2009