Costa Rica - Invermaster

Transcription

Costa Rica - Invermaster
We are the trusted advisor to business owners.
Invermaster is the result of a joint venture between Invermaster LLC from U.S.A. and prominent Central American
entrepreneurs with extensive experience and recognition.
We are a regional investment banking, private equity, strategic consulting and corporate finance firm with offices in
Costa Rica, Guatemala and Miami. For our clients, we buy and sell companies, raise funds, negotiate debt and advise on
major strategic issues of their businesses.
We have developed projects all across the Central American region, Mexico and Colombia.
Invermaster emerges as a different response to the classic business advisory:
The Pile of Money:
Substantial and tangible economic value, now and in the future, for business owners…
Put your money where your mouth is:
We take reputational risk in our recommendations, by taking charge of some tasks, encouraging action and supporting
our customers, wherever possible, with our own capital.
We are the facilitator that allows our clients to achieve their business goals.
From the beginning, we have been identified as one of the leading and more exclusive sources of expert knowledge
and experience for the development of high impact business strategies.
We are committed to create superior economic value for our clients, through the excellence offered by our staff,
insightful business analysis, and revolutionary and innovative strategies.
Our firm is recognized for it´s practical approach in solving the most complex business problems that business owners,
managers and shareholders face nowadays.
We create wealth for our investors through the analysis and selection of high-profit projects, optimizing returns
through co-management of the businesses where we invest and bringing together the most qualified experts to
perform based on best demonstrated practices.
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Source of continually updated opportunities
Prioritization of investments based on profitability and
risk
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Best practices in Corporate Governance with partners
Participation in primary management entities
Legal and fiscal structuring
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Active administration of operations
Financial structure optimization
Operative decision-making under the P.O.M. focus
Responsibility and delivery of clear accounts
Permanent management reports
Restructuring and Crisis Management
Our goal is to maximize the sale value of our client's business facing a decision to sell or acquire another business in an
effective and efficient approach that will add more value to our customers.
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Sale Strategy and Business Target Screening
Business Valuation
Road Show
Transaction Negotiation
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Strategic Due Diligence
Transaction Financing
Transaction Closing
Post-Transaction Integration Strategy
Strategic Auditing
We execute the sale or purchase of all or part of a business. From the start of the negotiations until the receipt of the
securities. The process includes the execution and implementation of the following activities:
Valuing the
company and
defining the
strategy
“valuer”
Negotiate
the price and
terms of the
transaction
“buffer”
Contact
potential
applicants
“buyer or
seller”
Coordinate the
Due Dilligence
process and the
advisors of the
Buyer Side
“leader”
Interact with
banks and
partners to
finance the
transaction
“financier”
Plan the
Integration
process
“planner”
Ensure the
quick and
efficient
closing of the
transaction
“doer”
We support our clients with strategic advice and assistance in the implementation of high impact decisions. We do not
develop reports that will then be archived, but rather support our clients to execute key strategic decisions for their
companies.
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Business Portfolio Analysis and Optimization
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Chief Strategy Management Office
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Market and Industry Mapping
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Expansion and Growth Strategies
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Business Unit Strategy
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Loyalty Programs
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Best Demonstrated Practices Analysis (“BDP”)
We create shareholder value through better management of the finances of the company, from the structure to the
placement of securities, the signing of documents and receipt of funds. We differentiate ourselves from the brokers
because we execute the implementation of the proposed financial strategy.
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Financial Modeling
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Transaction Negotiation
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Financing Structuring
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Transaction Closing
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Financing Road Show and Booking
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Debt Restructuring and Crisis Management
Some key projects that have shaped the group's executive experience in developing Strategies and Sales, Mergers and
Acquisitions in the past 20 years in the region are:
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La Fragua (Guatemala)
Banco Agrícola Comercial (El Salvador)
Banco Continental (Panamá)
Grupo Taca (Centroamérica)
Ford (Brasil y Argentina)
FEMSA (México y Argentina)
CSU / Mas x Menos (Costa Rica)
Amanco (Centroamérica)
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American Express (Brasil y México)
Grupo Agrisal (El Salvador)
Motorola (Latinoamérica)
Coca Cola (Embotelladores de C.A.)
Heinz (USA)
Grupo Cobán (Guatemala)
Grupo de Sola (El Salvador)
geographies
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Central America: Panama, Costa Rica,
Nicaragua, El Salvador, Honduras,
Guatemala
Mexico: Mexico DF, Guadalajara,
Monterrey, Puebla
Argentina: Buenos Aires, Cordoba, Santiago
del Estero
Brazil: Sao Paulo, Rio de Janeiro
Colombia: Bogota, Cali y Medellin
Venezuela: Caracas
Ecuador: Guayaquil
USA: Miami, Dallas, Houston, San Antonio,
New York
Peru: Lima
Chile: Santiago
Uruguay: Montevideo, Punta del Este
Paraguay: Asuncion
industry sectors
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Beverages: Alcohol, Beer, Soft Drinks, Juices,
Water
Transformation: Construction Materials,
Flexible Packaging, General Packaging,
Candles, Sugar, Consumer Goods
Technology and Telecommunications:
Cellular, Fix, Cable TV, Cell Phones
Manufacturer, E-commerce, ISP
Services: Global Advertising Agency, Car
Dealer
Financial Services: Banks, Credit Agencies ,
Insurance, Credit Cards
Retailers: Supermarkets, Limited Service,
Supermarkets, Convenience Stores,
Department Stores, Hypermarkets,
Consumer Goods, Wholesalers
Airlines: Operations, Maintenance,
Customer Service
projects examples
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Post-Transaction Integration
Core Business Process Redesign
Long Term Alliances
Loyalty and Consumption Incentives
Plant specialization and rationalization
Costs and Expenses Reductions Programs
Best Demonstrated Practices
Benchmarking
Product Line Profitability's
Marketing
Optimization of Product Line
Growth Strategies
International Expansion
New Segments Penetration
Product Development
Distribution
Business Portfolio Analysis
Synergies
We participate in the creation, development, administration and placement of private investment funds. Capital is
sourced from prestigious investors, including the IFC, DEG, NORFUND, BID, private parties, and others:
SacBe Ventures LLC
US$ 50 MM for Hotel Development in Central America and Colombia.
Conceptualization - Negotiation - Follow-up
CoreCo Central America I L.P.
US$ 65 MM in capital for Central American companies.
Fundraising – Negotiation – Administration – Investment - General Partner
Invermaster Group
US$ 20 MM in capital for Central American companies
Fundraising – Negotiation – Administration – Investment - General Partner
We support your international expansion strategy.
Laureate International Universities
Spectrum
Hilton - Princess
Multi-national University Operator. Entrance strategy to two university education
markets. Guatemala and El Salvador
Largest real estate developer in Guatemala. Mapping of opportunities and
accessibility for nine cities in Mexico.
Owner and operator of Hilton Princess hotels. Evaluation of the potential market in
seven different markets in Colombia.
We map market segments and evaluate opportunities for a specific geographic market.
Grupo Progreso – Cal Division
Mapping of 18 Latin American markets to evaluate opportunities for expansion in
Cal.
Maceramik
Calculations on market size in Guatemala, Costa Rica and Panama. Evaluation of
potential in the rest of Central America
Internacional de Seguros
Opportunities from the new regulations and opening of the Costa Rican market.
Evolution and penetration potential for the market
Strategy - Opportunity Mapping
Strategy - Opportunity Mapping
Costa Rica - December 2011
Costa Rica - December 2011
Energy Project Valuation
Energy Project Valuation
Guatemala – Mayo 2012
Guatemala – Mayo 2012
Strategy – Opportunity Mapping
Strategy – Opportunity Mapping
Nicaragua - January 2013
Nicaragua - January 2013
Valuation, Due Diligence and Buyer
Advise for Strategic Acquisition
Due Diligence for Strategic Acquisition
Corporate Valuation for Strategic
Acquisition
Costa Rica
Costa Rica - August 2011
Guatemala - January 2011
New Market Strategy and Business
Development
Valuation and Due Diligence Support
Costa Rica - November 2008
Financial Planning and Long Term
Projections
Costa Rica
Mexico – May 2007
Private Equity Investment in Real
Estate Project
Costa Rica - October 2010
Strategy - Opportunity Mapping.
Market Mapping, Scouting and Entry
Strategy Plan
Central America
Costa Rica
Costa Rica – August 2011
Guatemala & El Salvador – June 2009
Guatemala – July 2011
Costa Rica - January 2012
Corporate and Business Unit Strategy
Financial Valuation of a Central
American Bank and Financial Group
Market Map and Entry Strategy Plan
Guatemala
Guatemala - April 2008
Panamá - June 2008
Mexico - September 2008
Market Map and Country Entry
Strategy Plan
Five-Year Strategic Growth Plan and
Franchise Model Design
Corporate Portfolio Analysis and
General Business Unit Strategic Plan
Costa Rica - December 2008
Guatemala - October 2009
Guatemala - November 2009
Strategic Alliance with Intelident
Market Map and a Market Entry
Strategy Plan
Long Term Financing Package from
G&T Continental Bank
Guatemala - November 2009
Guatemala & El Salvador - December 2009
El Salvador - February 2010
Internacional de Seguros Panama
Long Term Debt and Mezzanine
Financing Package from IFC (World
Bank) and DEG (Germany)
Joint Venture with Livsmart SA de CV
Corporate Portfolio Analysis and a
Business Unit Strategic Long Term
Plan
Central America - May 2010
Guatemala - September 2010
Central America - November 2010
Due Diligence and Advise to the Buyer
on Strategic Acquisition
Costa Rica
El Salvador - November 2008
Strategic Alliance and Corporate
Finance
Costa Rica – January 2011
Due Diligence and Advise to the Buyer
on Strategic Acquisition
Long Term Financial Plan
Costa Rica
Costa Rica - April 2010
Mexico - September 2008
Local Market Support, Scouting and
Project Implementation
Market Mapping, Scouting and Entry
Strategy Plan
México
Central America
Costa Rica – January 2011
Colombia - September 2010
We strengthen our position, knowledge and skills with access to individuals and institutions which are leaders in their
fields.
Consultants:
Auditors, law firms, tax lawyers, technology services
companies, experts in specific industries, technicians and
specialists, etc.
Investment Companies:
More than 50 investment banks and venture capital funds
with past activity and investment in the region. FMO,
DEG, IFC, IIC, BCIE, GTZ, EIB, etc.
Business Contacts:
A large network of company owners and managers for
leading businesses in the United States, Europe and Latin
America.
Academic Institutions:
INCAE (Costa Rica), IAE (Argentina), IPADE (México),
Universidad Francisco Marroquín (Guatemala).
GUATEMALA
Diagonal 6,12-42 Z. 10
Edif. Design Center Torre 2 Of 503
Guatemala 01010, Guatemala
+502 2261-8965
COSTA RICA
200 N Escuela España
San Antonio de Belén
Heredia, Costa Rica
+506 2239-0391
MIAMI
2121 SW 3rd Avenue
Suite 200
Miami, Florida 33129
+1 (305) 677-3725