1. Corporate Credentials
2010
Australian financial services license no. 230680
p. +61 3 8614 5200 f. +61 3 8080 5920 m. 0411 888 842
e. richard@howittco.com w. www.howittco.com
a. L1 451 Ltl Bourke St Melbourne VIC 3000 Australia
2. Background – Dr Howitt
Dr Godfrey Howitt’s Villa &
vineyard
Entomologist & doctor
Practised with Dr W H
Campbell
Inventor & philanthropist
Founder Howitt’s Circle
1 Collins St c1871, view West from Spring St
3. Background – the Principals
Howitt & Co was formed in 2007 to build on the experience of the
principals of the last 20 years
Over 50 significant M & A and capital raising transactions
successfully concluded for both public and private companies
Extensive business and financial networks Internationally
Principals with broad business, property and financial experience
Disciplined approach using detailed methodologies and processes
AFSL Licence to ensure regulatory compliance and the highest
standards of operation
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4. Full Range of Services
Corporate Pre-transaction Financial
& Strategic Structuring & Analysis &
Advice Advice Planning
Business
Mergers
Capital Raising Assessment &
Acquisitions &
Public & Private Investment
Divestments
Advice
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7. Effective Project Management
We provide an independent perspective on
transaction partners, valuation and structures plus providing day-to-day
management of all activities and participants
Advice & Project Management
Identify Legal and Terms
Planning Due
Targets & 10squared Valuation & Accounting Negotiation Integration
& Strategy Diligence
Investigate/ Analysis Comparatives Advice & Advice
Advice Coordination
Research Management Closure
Industry Knowledge & Skills
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8. Thorough Business Analysis
Review Market Initial 102 Debriefing
Interview Financial
Company and & Secondary Evaluation Meeting &
Key Analysis &
Supplied Competitive Reviewer & Report Actions
Personnel Projections
Information Analysis Analysis
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11. Efficient M&A Process
Principal 10Squared Trade Press 3rd party company Interview executive
Inputs
Objectives Referrals reports including Review numbers
anonymous phone
Market knowledge Advertise Desktop research
interview
Strategic
Process
Planning
Market
Research
Qualify
102
Analysis
Next
Session
Project Target Qualifier 102
Plan List Report Report
Deliverables
•Profile of ideal target •Name •Authority (ASIC) report •2 page synopsis
•Activity timeframe •Size •Credit check (CRAA)
•Task list •Location •Interest in investment
•Contact Details
12. Efficient M&A Process
Company discovery Access to company Access to detailed
Inputs
process executives & records information.
Reference checks Negotiations with
Market information Company
Process
In-depth Investment Negotiate Deal
Prev Analysis Memorandum Due Diligence
Evaluation Investment
HOA
Deliverables
Report Memorandum
•Comprehensive Study •Comprehensively •Recommendations
•Valuation models tested numbers and
business model •.Heads of Agreement
•Vendor expectation
•Investment rationale •Detailed description of •Final Agreement
business history &
growth proposition.
13. Key People
Richard Llewellyn
35 years experience in many senior marketing and management roles
primarily in the financial services and IT&T sectors
CEO of an Australian IT company that grew ten-fold in five years
Vice President and member of the Executive Committee of a NYSE
listed IT&T company
Over the past 18 years involved in managing numerous corporate
advisory and funding projects with a total value in excess of A$1billion
National judge Telstra Small Business Awards
Founding Fellow of the AICD and Fellow of the AIM
Founding Executive Chairman of Nextec Corporation
Director of Dulhunty Power Ltd
Chairman of Sentinel Strata Services Pty Ltd
Vice Chair Overland Society Ltd (publishers of Overland literary
magazine)
Trustee of John & Sunday Reed Estate (Heide MOMA)
Director Barrett Reid Bequest
Executive Chairman Haulton Constructions (Aust) Pty Ltd
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14. Key People
Danny Schwartz
Daniel brings a blend of skills, experience, contacts and knowledge from his time in
property development, CMFEU membership, construction and project management.
Daniel has extensive experience in leasing, contracts and financial modeling and has a
vast network of consultants who are leaders in the property market place
Daniel has pioneered and managed many major projects and is experienced in dealing
with Federal and State Government representatives, public service, unions, municipal
councils, and an assorted group of stakeholders in the arts, property
development, indigenous affairs and media
Over the last fifteen years Daniel has held Board positions in Mainland Properties,
Housing the Arts - Melbourne City Council; Lumbu Philanthropic Trust; Good-
Company; The Bridge - Construction In Process (international arts festival) 1998; and
YoMo
He has an Economics/Accounting Degree and a Bachelor of Jurisprudence, Monash
Projects Include:
Moorabbin Airport Melbourne
Springfield 770 housing sub-division SE Brisbane
Sherbourne 320 lots in Knox Victoria.
Liberty Tower 620 Collins Street
The Mark 325 Collins Street
Regents Place 181-187 Collins Street
The Nova corner Elizabeth and Little Bourke, Melbourne
Torquay Surf Centre
Berwick Homemaker Centre
South Wharf sheds 6,7,8 and 9 to function centers and restaurants
Theosophical Building 187 Collins Street.
15. Key People
Bernard Smith
Former Director at Knight Frank Valuations a Group which he joined in1989,
following his early career in valuations with the Valuer Generals Offices in NSW
A member of the Tasmanian Divisional Board of the API from 1989 to 1991, then as
Executive Officer of the Institute, while working full time at Knight Frank until the
end of 1992
Provides specialist advice to the Public and Private Companies, Listed and Unlisted
Trusts, Syndications, Freight Industry, Airports, State & Federal Government in
relation to acquisition, redevelopment and disposal of property assets. Also he
provides due diligence support to such clients as Syndications, Public and Private
Companies and Listed and Unlisted Trust.
Bernard continues to provide Mortgage Valuations in Tasmania, Victoria and NSW
in the categories of residential, homemaker/bulky goods centres, strip retail,
shopping centres, on grade and multi-level carparks, commercial offices and
industrial. In the above categories, Bernard also provides advice for company
Asset Reporting of “Fair Value” as is required under the International and Australian
Accounting Standards.
Bernard has extended his specialised services to include advice on statutory
matters including land tax and council rates, rental and lease structure, market
research (category and location specific), property risk assessment, property
sourcing, property repositioning and pre-sale or purchase advice and due
diligence to Private Clients, Public Companies, Syndicators, Listed Property Trusts
and Developers
Valuation of Real Estate Diploma – NSW 1976, Gazetted Valuer Tasmania
Registered Valuer NSW 6869. Registered Valuer Queensland 2911, Certified
Practising Valuer
Fellow Australian Property Institute
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16. Campbell Olsen Key People
Strong background in operations with both CEO and
Chairman roles in food, textile manufacturing and
technology sectors
Member, Young Presidents Organisation
Sits on RMIT University Program Advisory Board and lectures
regularly in the Melbourne Business School MBA program,
RMIT University MBA Program and Undergraduate Business
Degree program
Extensive experience in debt structuring, particularly
mezzanine and subordinated debt
Previously:
Advisory board role at a major Australian retailer
Investment Manager Nomura Jafco (Melbourne, Australia)
General Manager (Australasia) for Advent International (Boston,
USA)
Lead and participated in the leveraged buyout/(buy-in) of
Agrichem Manufacturing Industries, over two and one half years
he successfully completed a comprehensive restructure and
total rebuild of the organisation. Agrichem was sold at significant
gain for shareholders
17. John Arundell Key People
24 years experience in service industries – mainly in
Telecoms, IT and corporate advisory
Operations Director for a service company that grew
six-fold in two years
Business development advice for small local
company’s through to global service providers
Analysis of and intervention advice for seed, start up
and development stage companies leading to
wealth creation in the order of $1 billion and savings
of hundreds of millions
Development of business analysis tool used globally
by leading investors
Masters degree in business administration
Certificate in financial markets
18. Key People
Cliff Patrick
Extensive corporate history of leadership
Executive GM of a major computer company
Outcome driven business enhancement coach
Develops strong leaders from managers
Successfully implements cultural change
Builds capabilities and skills of senior executives
Installs powerful account management strategies
Trains sales people to peak performance
Developed an A I M sales managers course that helped
scores of executives to successful careers
Certified Practising Accountant
Certificate IV in Workplace Training and Assessment
Associate Fellow – Australian Institute of Management
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22. Fee Basis
Typically Success Fee based, we back our judgement
Modest retainers or fees for specific deliverables to
ensure commitment of resources
Consulting assignments and board positions are
considered on request
Options or Equity in the companies we work with is
preferred to ensure alignment of interests
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23. Benefits Summary
Established knowledge base of technology, business,
property and finance enables precise assessment and
succinct communication of the core proposition
Independent corporate advice focused on the best
outcomes
Excellent delivery track record and achievement of value
Only highly experienced people are involved in
assignments
Efficient cost structure means competitive fees
Relevant industry and sector experience ensures insight
and effectiveness
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