ELANA Investment Bulgaria - Corporate Profile 2016 (EN language)

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ELANA Investment Bulgaria - 2016 corporate presentation in English.

ELANA Investment is one of the leading EU funding consultants in Bulgaria with over 500 companies consulted in raising investment through EU funds - grants amounting at over EUR 100 mln.

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ELANA Investment Bulgaria - Corporate Profile 2016 (EN language)

  1. 1. www.elana.net/investment 17 years successful EU-funded investments
  2. 2. www.elana.net/investment ELANA Investment was founded in 1999 to provide expertise on EU funding and support business and municipality institutions in raising funds for their investment plans and development. This is one of the leading EU funding consultants and a driving force in a dialogue with institutions on improving access to EU funding investment for the business. The company is part of the family of market leaders - one of the largest local institutions in the non- banking financial sector - ELANA with 25 years of history on the Bulgarian financial and consultancy market.  Provides consultancy to agricultural producers, enterprises and public administration in developing successful investment projects to raise EU funding or grants at international organisations.  Provides technical assistance in project implementation for enterprises and public administration.  Provides analyses, programmes’ and strategy development for institutions. 17 years of successful EU-funded investment projects ELANA Investment is certified by the ISO 9001:2008 standard with UKAS (UK) accreditation and ANAB (USA) accreditation: Certificate No. BG18391Q ISO 9001:2008
  3. 3. www.elana.net/investment ELANA Group: A Family of Leading Market Players EU funding consultancy ELANA Investment  17 years successful EU-funded projects for business and public administration  Consulted over 500 enterprises, agricultural producers and municipalities  Facilitated approx. EUR 250 mln. aid investment in BG industry and agriculture Brokerage & investment banking ELANA Trading  25 years a licensed broker in the top 3  Full-service provider on Bulgarian and international financial markets  The Best Bulgarian Broker of the Year 2015, 2014, 2013 and 2010  Trusted long-term partner to international institutions Asset management ELANA Fund Management  14 years in the lead  Started the first mutual fund  Manages 7 UCITs funds and individual portfolios  Approx. EUR 37 mln. AUM  Recognized by 10 national and international awards Public funds management Bulgarian Energy Efficiency and Renewable Sources Fund  11 years promotion of energy efficiency  Fund Management granted via World Bank  Selected as the first private fund manager of a public fund Regional Urban Development Fund  JESSICA funds granted by EIB  Partner of Societe Generale Expressbank  4 years – EUR 55 mln. Renewable energy ELANA Energy Management  RE projects since 2004  2 projects certified Class A Investment by InvestBulgaria Agency (the governmental arm to promote investment in Bulgaria) Farmland investment ELANA Agrocredit  First farmland financial leasing company  Registered as a financial institution in 2012  Listed on the Bulgarian Stock Exchange - Awarded The Best IPO in 2013  In 1,5 year secured funding from EBRD and Societe Generale Expressbank, in 2015 distributed the first dividend (5.9% DPS)  Invested EUR 17 mln. in 4 700 ha farm land (as of 31 July 2016).
  4. 4. www.elana.net/investment Contribution to business environment  Over 500 enterprises, agricultural producers and municipalities have acquired EU funding for investing in their business development through ELANA Investment consultancy.  BGN 500 mln. was invested in Bulgarian economy through ELANA Investment expertise.  Over 260 successful projects with total investment of over BGN 400 mln. was raised for businesses and municipalities within the EU Structural Funds in Bulgaria (2007 – 2013). Over 120 successful projects and over BGN 75 mln. raised within the EU pre-accession programmes (2001 – 2007).  Involved in the management of the Regional Urban Development Fund as part of a consortium with the leading partner Societe Generale Expessbank. The fund management contract was a result of a tender announced by the European Investment Bank. The Regional Urban Development Fund operates with JESSICA funds.  Managed the implementation of the first Phare technical assistance project for SMEs in Bulgaria (EUR 3 mln.) for providing support to 150 SMEs.
  5. 5. www.elana.net/investment Public engagement  ELANA Investment is one of the founders of the Bulgarian Association of EU programmes’ consultants (BAEUP), which unites 30 largest and most experienced consultancies in the country – Kristina Tsvetanska, executive director of ELANA Investment, is the Chairperson of the organization.  ELANA Investment is a member of the Confederation of Employers and Industrialists in Bulgaria (CEIB) – the largest business organization in the country - Teodora Ovcharova, executive director of ELANA Investment head the EU policies committee at CEIB.  ELANA Investment expert team actively participates by developing analyses and proposals for improvements in EU funding structures and procedures as representatives of BARUP and CEIB.
  6. 6. www.elana.net/investment Highlights – Experience with EU Structural Funds Rural Development Programme (2007-2013) and (2014-2020)  203 approved investment projects – over BGN 142 mln. invested in modernization of farmers and municipalities. ОP “Technical assistance”  1 successfully implemented contract with the Ministry of Interior, Protection of EU financial interests Directorate – BGN 900 000. OP “Development of the competitiveness of Bulgarian economy” (2007 – 2013)  85 approved investment projects and BGN 142 mln. raised for modernization and innovations of Bulgarian industry. ОP “Innovation and competitiveness” (2014-2020)  19 approved investment projects and BGN 24.2 mln. raised. OP “Regional Development”  2 approved projects amounting at BGN 10 mln. “Regional Urban Development Fund” – ELANA Investment is part the consortium managing the fund that encourages urban development in 6 cities with JESSICA funds by an agreement with the European Investment Bank. The consortium is led by Societe Generale Expressbank with partners ELANA Holding, ELANA Investment and Balkan Advisors. ОP “Environment”  6 technical assistance projects for municipalities – grants amounting at BGN 70 mln.
  7. 7. www.elana.net/investment Highlights – Contracts with institutions Institution: State Employment Agency Duration: 2013-2014  Contract with the in 2013-2014 for the project “Support for the entrepreneurial Bulgarians” – component ІІІ – consultancy for 139 start-ups in Varna and Lovech region. ELANA Investment is part of the consortium that implemented the project (with SIB Consult and SELANA).  The project includes analysis of the enterprises’ business; HR consultancy; finance consultancy; sources of funding; legal consultancy. Institution: Sofia Municipality Framework contract 2009-2014 for developing project proposals  Developed 2 successful investment projects within the Rural Development Programme (measure 223 and 226).  Developed a successful project within energy efficiency grant programme of EEA grants and Norway grants (2009-2014) by Iceland, Liechtenstein and Norway.  Developed “Feasibility study and economic analysis for biomass use by the Municipality Forest Fund and the municipal parks of Sofia Municipality”.  Consulted the municipality company Sports Sofia-2000 on a project for construction of a sports complex. Institution: Ministry of Finance Duration: 2014  In 2014 ELANA Investment was selected through successful tender application to develop the ex-ante assessment for the Innovations and Competitiveness programme (2014- 2020). Institution: Executive Agency “Fisheries and Aquaculture” Duration: 2014  In 2014 ELANA Investment was selected through successful tender application to develop the strategic programme documents for Maritime and Fisheries Programme 2014-2020.
  8. 8. www.elana.net/investment Highlights – Pre-accession programmes 2001 – 2007 SAPARD Programme Support for agriculture  87 successfully implemented investment projects through grants raised by ELANA Investment at the amount of BGN 65 mln. for farmers, food industry and local government. PHARE Programme  Implemented successfully the first PHARE technical assistance projects for SMEs in Bulgaria at the amount of EUR 3 mln. (SRAFAS).  150 SMEs consulted on business development.  Developed and successfully assisted implementation of 15 investment projects of SMEs with aid raised from PHARE of over EUR 1 mln. Agriculture State Fund  Developed and successfully assisted implementation of 9 investment projects of farmers with grants of over BGN 3 mln.
  9. 9. www.elana.net/investment Highlights – Public Funds Management Energy Efficiency and Renewable Energy Sources Fund  In 2005 the consortium Econeler-EnEffect-Elana was selected through a tender procedure to manage the newly established public fund on energy efficiency and renewables – this was the first time a private fund manager was selected to manage a public fund in the country.  The fund was established by an international agreement between the World Bank, the Government of Austria and the Bulgarian Government aiming at energy efficiency promotion by provision of low-interest loans and credit guarantees.  The successful financial model of this fund and its structuring were developed by the team of ELANA Investment. Regional Urban Development Fund  Regional Urban Development Fund was established with JESSICA funds by an agreement with the European Investment Bank, aiming to improve urban life in 6 cities by low-interest loans to business and institutions.  ELANA Investment is part of the consortium granted the fund management: Societe Generale Expressbank – ELANA Holding – ELANA Investment – Balkan Advisors.
  10. 10. www.elana.net/investment The Consultancy Service EU funding project applications and implementation  Consulting enterprises and municipalities on the EU funding source that fits best their organization and plans.  Developing a plan for application when a programme is selected.  Defining in details the terms of the investment projects.  Project proposal development.  Development of a financial analysis, survey, business plan and tender procedures.  Support in proper management of project application documentation.  Consulting on project implementation – deadlines and reporting requirements. Technical assistance – preparing project reports in the process of implementation and consulting on communication with public administration. Strategic consultancy  Development of strategy and programming  Feasibility studies  Economic opportunity analyses FREE consultation on selecting the proper EU funding source
  11. 11. www.elana.net/investment Expertise on sectors and specific issues Economic sectors:  Machinery and heavy industry  Printing industries  Pharmaceuticals and chemical industry  Healthcare  Information technologies  Agriculture  Food industry  Fisheries and aquaculture Specific issues:  Innovation  Energy efficiency  Technological modernization  Management systems Distinct expertise:  Financial instruments  Strategies and programming  Business planning  Financial analysis  Project applications Throughout the last 17 years ELANA Investment has accumulated in-depth knowledge on Bulgarian industry and agriculture, profound expertise on economic issues that are on the country development agenda as well as has developed long-term partnerships with local industry movers and shakers and agricultural producers.
  12. 12. www.elana.net/investment Our Customers: OP Competitiveness 2008 - 2016
  13. 13. www.elana.net/investment Our Customers: OP Competitiveness 2008-2015 Among our clients are:  Dunav Press – Russe  Sopharma – Sofia  KCM – Plovdiv  Neo Art – Sofia  Index-6 – Plovdiv  Color Garden – Sofia  Podemcrane – Gabrovo  Chimax Pharma – Sofia  Primex – Shoumen  Diana – Sofia  Bulvest – Sofia  Median Med – Stara Zagora  Naiden Kirov – Russe  Panchim – Stara Zagora  Eleven  Ged – Sofia  Rotoprint – Ravno pole  Mechatronika – Gabrovo  Hranmash Komplect  Deva Maria Hospital – Bourgas  Zora Ophthalmology – Sofia  Multicommerce - Russe  Herti  Andrea Design - Sofia  ADD Bulgaria – Plovdiv  Bulmetal – Gurkovo  Navtech group  Launch hub
  14. 14. www.elana.net/investment Our Customers: Rural Development Programme Some examples of significant investment projects:  Yaica & ptici - Zora (Eggs & Poulty) – the largest egg producer in the country.  Josi (Milk,cheese & dairy) – one of the largest dairy producer in the country.  Aron Rice – the largest rice producer in Bulgaria with the biggest production facilities in the Balkan region started by a RDP project.  Grand Agro – one of the largest grain producers in Southern Bulgaria.  Semena Sinhron – with a significant share of plant and livestock production in Southern Bulgaria managing the largest cow farm in the region.  МММ Import – one of the biggest crop producers.  Apimel Organic – organic honey producer.  Ecomaat – producer of bio cosmetics and aroma oils.  Sofia Municipality – framework contract for RDP projects.
  15. 15. www.elana.net/investment Management: Board of Directors Kamen Kolchev Chairman of the Board Kamen Kolchev is the founder of ELANA group of companies back in 1991 when it started with a brokerage. 25 years later the group comprises market leaders in investment, finance and consultancy. Kamen Kolchev is CEO and Chairman of the Board of ELANA Financial Holding. Currently he also heads work committees on financial markets and energy with the Confederation of Employers and Industrialists in Bulgaria where he used to be a member of the Board a couple of years. He used to be the Chairman of the Bulgarian association of licensed investment intermediaries from the moment of establishment till 2008. Kristina Tsvetanska Executive Director and Board Member Consultant with 15 years experience in EU funding programmes (pre-accession and Structural funds) and in international donor programmes. She has developed and managed projects for Bulgarian and international business within OP Development of competitiveness of BG economy, Rural Development Programme, OP Regional Development, OP Environment, SAPARD, PHARE, etc. Develops analyses for EU programmes improvement representing the Bulgarian association of EU programmes’ consultants and the Confederation of Employers and Industrialists in Bulgaria. Graduated Banking at the University of National and World Economy. With 7 years of experience in the banking sector prior to EU funding career. Kristina Tsvetanska is the Chairperson of the association of consultants. She is also a member of the Board of ELANA Financial Holding.
  16. 16. www.elana.net/investment Management: Board of Directors Iva Alexandrova Member of the Board Consultant with 11 years of experience in development and management of projects within OP Development of competitiveness of BG economy, Rural Development Programme, SAPARD, PHARE, USAID programmes, Dutch Government aid programmes, etc. Graduated International banking and financial services at the University of Reading, UK. Consultant with 15 years of experience in EU funding programmes (pre-accession and Structural funds). She has developed and managed projects for Bulgarian and international business within OP Development of competitiveness of BG economy, Rural Development Programme, Develops analyses for EU programmes improvement representing the Bulgarian association of EU programmes’ consultants and the Confederation of Employers and Industrialists in Bulgaria. Experience in financial analyses and valuation of enterprises, restructuring, M&A. Prepared the financial structuring of Energy Efficiency and Renewable Energy Sources Fund. Holds a Master’s degree in Finance from the University of National and World Economics. Heads the EU policies committee at the Confederation of Employers and Industrialists in Bulgaria. Teodora Ovcharova Executive Director and Board Member
  17. 17. www.elana.net/investment Contact us ELANA Investment Sopharma Business Towers 5, Latchezar Stanchev St. Tower B, Floor 12 Sofia 1756, Bulgaria Tel.: +359 2 81 000 50 Fax: +359 2 95 815 23 E-mail: eufunds@elana.net Website: www.elana.net/investment

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