1. Why?
Thousands of ports, assets and projects…
…hundreds of different investment models…
…an infinite amount of opportunities!
The challenge – how to tap the potential?
Too little time – too few resources…
Too big – too small…
Too expensive – too risky…
Too early – too late…
The solution – risk free market engagement and effective deal creation!
Deal
50,000
targets 1-5
5,000
markets
+
Develop
500
investment 10-20
models
Engage
50-100
Market intelligence
and scanning
Matching propositions 1,000-5,000
contact@port-investor.com
www.port-investor.com
2. What?
Bulk Financial investor
Singapore Dampier Corpus Christi London Southampton
Shanghai Hamburg Gladstone Bergen Wilhelmshaven
Container Rotterdam New York Primorsk Taichung Calais
$10+ million Operator Tianjin Nantong Bremen Bombay Baltimore
Ningbo Vancouver Long Beach Barcelona Forth Ports
Guangzhou Yantai Corpus Christ Sao Sebastiao Bilbao
Greenfield Brownfield Qingdao
Hong Kong
Nanjing
Kitakyushu
Algeciras
Pohang
Lake Charles
Trieste
Pittsburgh
Yanbu
Qinhuangdao Tangshan New Orleans Texas City Karachi
Dalian Itaqui Grimsby Baton Rouge New Mangalore
Developer Majority Busan lianyungang Beaumont Saldanha Bay Tampa
Nagoya Tubarao Huntington Paradip Milford Haven
Shenzhen Marseilles Constantza Jeddah Odessa
Acquisition Oil & Liquid South Louisiana
Houston
Newcastle
Kobe
Mobile
Hampton Roads
Tees
Manila
Leghorn
Paranagua
Antwerp Amsterdam Ports St. Petersburg Alexandria Paulsboro
Ulsan Osaka Valencia Taranto Tarragona
Logistic Zone $100+ million Chiba
Port Hedland
Tanjung Pelepas
Sepetiba
Plaquemines
Dunkirk
Gothenburg
Tampa
Valdez
Texas City
Port Kelang Richards Bay Madras Jubail Liverpool
Rizhao Hay Point Jawaharlal Nehru Tanjung Priok Savannah
Yingkou Novorossisk Los Angeles Zeebrugge Brisbane
Seed investor Free Zone Kaohsiung Tokyo Genoa Mormugao Lubeck
Inchon Santos Calcutta Durban Pascagoula
Yokohama Le Havre Izmit Duluth-Superior Angra dos Reis
Minority $1+ billion
Whether it is acquisitions, green fields, majority, minority, mature assets, high upside propositions, oil, container or bulk…
Whether in China, Middle East, Europe, Latin America or any other nation or region…
The opportunities exist or can be created!
contact@port-investor.com
www.port-investor.com
3. Who?
Pension funds, terminal operators, free zone developers, insurance funds, oil storage
operators, shipping lines, sovereign wealth funds, bulk operators, logistics zone
operators, private equity funds, construction companies, industrials, general
investment funds, port groups…
…that wish to invest
…that wish to operate
…that wish to develop
…that wish to partner
…that wish to collaborate
The great thing about this?
There are many more potential partners to cooperate and find solutions with
than there are competitors!
contact@port-investor.com
www.port-investor.com
4. How?
Step 4
Deal Closing the deal
1-5
Step 3
Develop Deal development
10-20
Step 2 Engage
Engage the most relevant
50-100
Step 1 Market intelligence
Focus among the many and scanning
1,000-5,000
Step 0 Purpose Target Proposition
Create the foundation
contact@port-investor.com
www.port-investor.com
5. Now!
Contact us on contact@port-investor.com...
…and let us help you start developing the propositions you want!
For more information on our market development process and the
opportunities in the market place please refer to the appendices.
contact@port-investor.com
www.port-investor.com
6. APPENDIX
Just a few of the many opportunities
contact@port-investor.com
www.port-investor.com
7. Market development…
…port expansion and new ports potential
Port zones are natural growth
engines for the economy. The Port Property Dry Port Oil Storage
potential to develop and
expand to generate economic
growth and trade for most Cruise
Bio
ports far exceeds their current
Fuel
footprint.
Logistic
This includes the development Bulk Zone
of trade hubs, free zones,
industry zones and other Trade Energy
concepts. Hub Hub
For investors this gives
potential to invest in some of
the most valuable industry
Intermodal Hub Free Zone In-Port Industries
property and port
infrastructure.
contact@port-investor.com
www.port-investor.com
8. Market development…
…acquisition potential
Among the big acquisition
opportunities are the
portfolios of many shipping …just a few examples…
lines that are expected to face Target Transaction value Acquiring party
a difficult period and port Portek portfolio $146mn Mitsui
owners - some of which are Tin Can Container Terminal (Zim lines $154mn China Merchants
47.5% share)
looking to do a.o. PPP type Malta Freeport (CMA CGM's 50% share) $285mn Yildirim Group
deals that essentially are asset DPW Australia portfolio (75% share) $1.5bn Citi Infrastructure Investors
Chennai International Terminals (Sical's Not reported PSA International
sales. 27% sare)
ACS Dragados Spanish port portfolio €720mn JP Morgan led consortium
Many single asset owners also Yantian International Container $520mn Cosco Pacific
sit with acquisition Terminals (APM Terminals' 9.7% share)
opportunities, some with full Poti Sea Port (80% share) Not reported APM Terminals
Santos - BTP (50% from MSC) Not reported APM Terminals
ownership of a terminal or a
port and some with majority
or minority holdings in specific
assets.
contact@port-investor.com
www.port-investor.com
9. Market development…
…collaboration potential (1)
Greenfield MATCHING
$1bn Over the course of a port infrastructure project • Private Equity
the nature of the investment changes from stage • Construction
Development Company
Port Group to stage. Investors (as well as operators and
developers) all have different preferences, some
Oil are more suitable for green-field whereas others • Investment
Operator look for mature facilities. Likewise each Fund
Growth • Operator
constituent brings its own set of strengths and
Container skills to the table that amongst others can allow
Operator
the undertaking of larger projects.
• Pension Fund
Bulk Maturity
Operator SYNGERGIZING (1 + 1 = 3)
Ultimately this is all about finding synergies
Investment between parties with different skills and needs to
Fund
accelerate development that may not otherwise
have been possible or less attractive.
contact@port-investor.com
www.port-investor.com
10. Market development…
…collaboration potential (2)
The port industry has TERMINAL OPERATORS
thousands of different APM Terminals
operators and port owners that Oiltanking
are ready to collaborate for ICTSI
different types of projects at Vopak
different stages of the project
in different geographies. PORT OWNERS
Port of Rotterdam
Likewise on the side of the Shanghai International Port Group
parties actually owning cargo Abu Dhabi Terminal Company
there are many that either Santos Port Group
have a need to get better
market access on the sea side CARGO OWNERS
or have existing facilities that Shipping lines
they wish to outsource. Mining and mineral companies
Energy companies
Industrial Zones
contact@port-investor.com
www.port-investor.com
11. Market development…
…collaboration potential (3)
The global investment fund INVESTMENT FUNDS AND PRIVATE EQUITY
sector manages more than Macquarie Infrastructure Group
$100 trillion. Many want to “get Brookfield Infrastructure Partners
real” (assets) and “go direct” JP Morgan Infrastructure Fund
(ownership) - they want real Citi Capital Advisors
assets with real purpose.
Owners or developers of port SOVEREIGN FUNDS
assets are in an ideal position to Abu Dhabi Investment Authority
tap into that. China Investment Corporation
Government of Singapore Investment Corporation
Many of the major funds prefer Malaysia Mining Corporation
getting in after the development
and optimization of a given port PENSION AND INSURANCE FUNDS
asset and want substantial deal Ping An (2nd biggest Chinese insurance fund)
size - often $100+ million. Ontario Teachers Pension Fund
ATP (biggest Danish fund)
APG (biggest Dutch fund, 3rd biggest globally)
contact@port-investor.com
www.port-investor.com
12. Market development…
…collaboration potential (4)
IMMEDIATE COVERAGE FOR INVESTORS
For those with an interest to enter,
The PI Consortium
expand or invest in a specific region (e.g.
A new model for investors, developers and operators
China) and covering all the key markets
within months. Shipping lines Asia
Industrials Latin America
REAL ENGAGEMENT Fabrication Middle East
Our on the ground network directly
engages the local decision makers CARGO OWNERS PORT PARTNERS
COMPLEMENTARY
A group of leading firms with
complementary skills and objectives CONSORTIUM
enabling a strong proposition towards
ports.
DEVELOPERS INVESTORS OPERATORS
SYNERGISTIC AND NO RISK
No heavy regional setup or local office Free Zone Pension Fund Container
before you start running Marine Infra. Private Equity Oil & Liquid
Construction Sovereign Fund Dry Bulk
contact@port-investor.com
www.port-investor.com
13. APPENDIX
The deal pyramid step by step
contact@port-investor.com
www.port-investor.com
14. The PI Deal Pyramid… Step 4
Deal Closing the deal
…an overview $1bn
Develop
Step 3
Deal development
10-20
Step 2 Engage
Engage the most relevant
50-100
Step 1 Focus
Market intelligence and
scanning 1,000-5,000
Step 0 Purpose Target Proposition
Create the foundation
contact@port-investor.com
www.port-investor.com
15. Step 0…
…defining purpose
What is the purpose?
Why are you looking for
an acquisition,
developments or
partnerships?
Purpose
contact@port-investor.com
www.port-investor.com
16. Step 0…
…identifying the target
What specifically is
relevant for you to
target, who to partner
with or what to
develop?
Purpose Target
contact@port-investor.com
www.port-investor.com
17. Step 0…
…creating the proposition
With the target in mind
what is your proposition
to them? Why should
someone welcome your
investment, collaborate
or partner with you?
Purpose Target Proposition
contact@port-investor.com
www.port-investor.com
18. Step 1…
…focus Deal
This is about getting
your market intelligence Develop
and scanning in place. It
is about getting the
right targets in sight.
Expose and Engage
Without it you are
going to be wasting
valuable time and
Focus
resources while others
cut deals. 1,000-5,000
Purpose Target Proposition
contact@port-investor.com
www.port-investor.com
19. Step 2…
Deal
…engagement
This is about creating Develop
true engagement – it is
not about desk research
it is about on the
ground direct contact Engage
with the real decision 50-100
makers and getting
your proposition out Focus
there in the right form.
1,000-5,000
Purpose Target Proposition
contact@port-investor.com
www.port-investor.com
20. Step 3…
Deal
…development
This is about fast- Develop
tracking and developing
real leads, creating 10-20
substantial
opportunities and Engage
creating real leverage 50-100
to close the deal.
Focus
1,000-5,000
Purpose Target Proposition
contact@port-investor.com
www.port-investor.com
21. Step 4…
Deal
…deal $1bn
Goal! Now use all the great Develop
efforts you did in step 0 to 3
to make many more! 10-20
Engage
50-100
Focus
1,000-5,000
Purpose Target Proposition
contact@port-investor.com
www.port-investor.com
22. APPENDIX
Choosing your scope
contact@port-investor.com
www.port-investor.com
23. How can we help you… All constituents have different needs as concerns
the target locations and the type of investments.
These are just a small handful of examples.
…relevant scope (1)
Bulk Financial investor Singapore Dampier Corpus Christi London Southampton
Shanghai Hamburg Gladstone Bergen Wilhelmshaven
Container Rotterdam New York Primorsk Taichung Calais
$10+ million Operator Tianjin
Ningbo
Nantong
Vancouver
Bremen
Long Beach
Bombay
Barcelona
Baltimore
Forth Ports
Guangzhou Yantai Corpus Christ Sao Sebastiao Bilbao
Qingdao Nanjing Algeciras Lake Charles Pittsburgh
Greenfield Brownfield Hong Kong Kitakyushu Pohang Trieste Yanbu
Qinhuangdao Tangshan New Orleans Texas City Karachi
Dalian Itaqui Grimsby Baton Rouge New Mangalore
Developer Majority Busan
Nagoya
lianyungang
Tubarao
Beaumont
Huntington
Saldanha Bay
Paradip
Tampa
Milford Haven
Shenzhen Marseilles Constantza Jeddah Odessa
South Louisiana Newcastle Mobile Tees Leghorn
Acquisition Oil & Liquid Houston Kobe Hampton Roads Manila Paranagua
Antwerp Amsterdam Ports St. Petersburg Alexandria Paulsboro
Ulsan Osaka Valencia Taranto Tarragona
Chiba Tanjung Pelepas Plaquemines Gothenburg Valdez
Logistic Zone $100+ million Port Hedland Sepetiba Dunkirk Tampa Texas City
Port Kelang Richards Bay Madras Jubail Liverpool
Rizhao Hay Point Jawaharlal Nehru Tanjung Priok Savannah
Yingkou Novorossisk Los Angeles Zeebrugge Brisbane
Seed investor Free Zone Kaohsiung
Inchon
Tokyo
Santos
Genoa
Calcutta
Mormugao
Durban
Lubeck
Pascagoula
Yokohama Le Havre Izmit Duluth-Superior Angra dos Reis
Minority $1+ billion
contact@port-investor.com
www.port-investor.com
24. How can we help you… Each constituent have different needs as
concerns the deal pyramid. Some look for
solutions all the way from market intelligence to
…relevant scope (2) closing actual deals, others only up to and
including engagement of the relevant authorities
and potential partners.
Step 4
Deal Closing the deal
1-5
Lead Step 3
development Deal development
10-20
Step 2 Focused
Engage the most relevant market engagement
50-100
Step 1 Market intelligence
Focus among the many and scanning
1,000-5,000
contact@port-investor.com
www.port-investor.com
25. APPENDIX
About Port Investor
contact@port-investor.com
www.port-investor.com
26. InduStreams was founded in 2011 with a mission to create a more transparent, connected
and informed infrastructure market place.
We launched Port-Investor.com in July 2011, a specific sector pilot with focus on port
investing and the global port industry.
Current state of affairs
200+ port groups and 1,000+ executives and decision makers in the network and increasing
China Port Investor and other regions are being launched
Specific concepts in development with select investors and port groups
The Vision
Connecting all substantial port markets (5,000+ globally) with investors (1,000+ globally)
Creating a transparent and informed market place driven by industry leaders and experts
Unleashing the potential inherent in this sector by creating thousands of new investment
opportunities (we expect investment potential to exceed $1 trillion)
Want to know more or simply engage…
…contact us on:
contact@port-investor.com
contact@port-investor.com
www.port-investor.com