Awad Advisory Company Presentation - MENA Corporate Finance, Market Entry, Capital Markets Advisory, Strategy Consulting, Corporate Governance

  • 276 views
Uploaded on

Our company's vision is to be the trusted advisors of the senior leadership, the board and the shareholders of the best institutions in the Middle East. …

Our company's vision is to be the trusted advisors of the senior leadership, the board and the shareholders of the best institutions in the Middle East.

Our mission is to create value for our customers by providing actionable advice that is impartial, best in class, and great value for money.

Our services are provided by senior experts who are passionate about excellence and will lead the execution in person from beginning to end. Our reputation is our most important asset and we will never compromise it. We are strongly committed to the region and aim to build very long term relationships rather than focusing on short term objectives

Whether it is a valuation, a sell-side or a buy-side process, an advice on accessing the MENA market or on entering the Debt or Equity Capital Markets, we put the right resources at your disposal and ensure that we are providing a customised service that gives you exactly what you need, in the time frame that you require. We also provide Strategy and Corporate Governance consulting via our partners at Boardroom Metrics Arabia.

We run sell-side and buy-side processes, providing the following services in full or separately:
- Business valuation
- Advice on the appropriate process including bilateral process, narrow or wide auction
- Recommendation and sourcing of the appropriate investors and partners
- Preparation of all marketing documents including management presentation, teaser and non disclosure agreement
Assistance in the choice and management of other advisors, including lawyers, accountants and technical advisors

Business Valuation:
- We provide dedicated and robust business valuation services, with our senior experts having extensive expertise in this field.
- We can value your business as well as intangible assets such as your brands and other intellectual properties for commercial, accounting or dispute resolution purposes.


Management Presentation:
- We help sellers craft the Equity Story of their business and present the company in the best possible light including the history, product overview, financials and projections.

- Due Diligence: We provide both buyer and vendor due diligence services. Our expert assistance throughout the process helps ensure you are best placed to assess whether the transaction is right for you


We have the flexibility to offer any of the above services as a stand-alone product or combined together to best serve clients' needs and optimize costs. We can act as an extension of the finance or in-house M&A team and provide assistance with any components of the process.

More in: Business
  • Full Name Full Name Comment goes here.
    Are you sure you want to
    Your message goes here
    Be the first to comment
    Be the first to like this
No Downloads

Views

Total Views
276
On Slideshare
0
From Embeds
0
Number of Embeds
2

Actions

Shares
Downloads
2
Comments
0
Likes
0

Embeds 0

No embeds

Report content

Flagged as inappropriate Flag as inappropriate
Flag as inappropriate

Select your reason for flagging this presentation as inappropriate.

Cancel
    No notes for slide
  • Boardroom Metrics Arabia operates as a division of Awad Advisory, operating under licence from Boardroom Metrics Inc
  • Boardroom Metrics Arabia operates as a division of Awad Advisory, operating under licence from Boardroom Metrics Inc

Transcript

  • 1. Awad Advisory Company Presentation Q1 2014
  • 2. Why Awad Advisory ? Vision and Mission Vision Mission Our Vision is to be the trusted advisors and partners of the senior leadership, the boards, and the shareholders of the best institutions in the Middle East Our mission is to create value for our customers by providing actionable advice that is impartial, best in class, and great value for money Excellence Our services are provided by senior experts who are passionate about excellence and will lead the execution in person from beginning to end Our reputation is our most important asset and we will never compromise it Reputation We are strongly committed to the region and aim to build very long term relationships rather than focusing on short term objectives Long term relationships 2
  • 3. Services Overview Corporate Advisory Corporate Finance    Corporate Finance is our core activity, and includes M&A and Business Valuations M&A: We run full Sell-Side and Buy-Side Processes and are currently active on a significant number of engagements within Europe, Middle East and Asia Corporate Finance Outsourcing: We provide stand-alone business valuations including Intellectual Property valuations for assets such as brands, Feasibility studies, Management Presentations and any other assistance for your inhouse finance team Capital Markets Advisory  MENA Market Entry   We connect selected International Institutions and Brands with market opportunities in the Middle East. We represent both Brand operators and investors and can advise on all aspects of deal structuring to ensure the best possible outcome for our clients.   Given our long standing experience in the Capital Markets, we can advise new borrowers and equity issuers on the best ways to raise financing Unencumbered by the conflicts inherent to banks, we work as an extension of the client team to give access to the loan, bond and equity capital markets Our objective is to maximize the proceeds and get the best possible pricing for our customers Corporate Advisory 3
  • 4. Services Overview Management Consulting Corporate Strategy    We specialize in 2 niche segments of strategy: Wargaming and Red Teaming: Using SRTC's patented methodologies, we provide a unique service that allows any organization to test and fine tune its strategy before launching it to the market Marketing and Inbound Marketing: Our proven methods create instant value by increasing leads and generating additional sales in the short term Corporate Governance  Management Consulting We are passionate about corporate governance which we believe is all about creating value for the shareholders and is hence core to our vision and mission  We work with senior partners in the region and Canada to deliver best in class corporate governance advice to both family businesses and public companies in the region Boardroom Metrics Arabia is the Management Consulting division of Awad Advisory and operates under franchise from Boardroom Metrics Inc, Canada 4
  • 5. Awad Advisory Core Team Ziad Awad Founder & CEO Gaurav Kadian Senior Associate  Ziad has more than 20 years of experience in M&A, Capital Markets and Consulting.  Prior to founding Awad Advisory, he worked with Goldman Sachs, Merrill Lynch and Bank of America in Paris, London and Dubai  Ziad is also the CEO of Boardroom Metrics Arabia  Gaurav has more than 5 years of experience of corporate finance and M&A.  Gaurav focuses on valuations, presentations, and all research and analytics support for clients  Holds a Masters degree in Business Administration from IBS Hyderabad and is a CFA Level III candidate. Jag Singh Kang Director Sian Mc Gowan Office Manager  Jag has more than 16 years of experience in M&A, corporate finance and valuations.  Prior to joining Awad Advisory, he worked with PWC and E&Y in the UK as well as in private equity for CI Capital.  Jag is an award winning chartered accountant with particular expertise in valuations  Sian has 15 year of experience in logistics, recruitment and office management.  She supports the client team on all logistical aspects of deal execution  Sian is also head of executive client services for Boardroom Metrics Arabia and is a social media expert 5
  • 6. Boardroom Metrics Arabia Senior Consultants Dr. Nasser H. Saidi Corp. Governance & Economic Research Kenneth Steven Inbound Marketing Strategy  Dr Saidi has over 40 years of experience as an Economist, Central Banker and Politician  Served as Minister of Industry and Economy and Vice Governor of the Central bank in Lebanon for 10 years  He founded Hawkama, and is the pioneer of Corporate Governance in MENA  Ken has more than 30 years of marketing, advertising and businessbuilding  Founded Growth-Trend Marketing in 1990 and specializes in growth strategies and tactics  Ken is a proven expert at generating client growth and leads using inbound marketing  Certified Hubspot Partner Fred Aubin Corporate Strategy and Wargaming Bo Woloshyn Social Media Strategy  Fred has more than 35 years of leadership and strategy experience, initially in the Canadian military and more recently as founder of Strategic Red Team Consulting  Fred is a pioneer of using military strategy, war gaming and red teaming in the commercial world  Proven & unique strategic planning expertise  Bo has over 30 years of experience in marketing and strategy  He is a rare visionary who navigates easily between strategy and hands-on execution  Proven expertise in Social Media, across a range of platforms (Twitter…)  Deep industry expertise including in Health Care, Consumer, Banking etc Boardroom Metrics Arabia is the Management Consulting division of Awad Advisory and operates under franchise from Boardroom Metrics Inc, Canada 6
  • 7. Awad Advisory Credentials Mandates and Live Executions A strong mix of regional and cross-border M&A and MENA market entry advisory January - 2014 October - 2013 September - 2013 August - 2013 Asian Private Equity Fund Providing MENA Market entry advisory services to Solum Financial Partners (on going) July - 2013 Advising Portigon FS on MENA Market Entry Strategy (ongoing) June - 2013 Advised Genpharm on strategic options, delivered valuation and management presentations May - 2013 Mandated on the sell-side of a UK Oil and Gas company (ongoing) April - 2013 Saudi Industrial Company UK Oil and Gas company Mandated by Verdi Capital on the sale of a portfolio of Solar Power assets in the Czech Republic (ongoing) Advising an Asian Private Equity Fund on MENA market entry (ongoing) Mandated on the sale of a minority stake in Eternity Healthcare (ongoing) Advised a Saudi Industrial Company on strategic options, delivered valuation and management presentations 7
  • 8. Corporate Advisory Services: Corporate Finance Business Valuation: We provide dedicated and robust business valuation services, with our senior experts having extensive expertise in this field. Due Diligence: We provide both buyer and vendor due diligence services. Our expert assistance throughout the process helps ensure you are best placed to assess whether the transaction is right for you We can value your business as well as intangible assets such as your brands and other intellectual properties for commercial, accounting or dispute resolution purposes Management Presentation: We help sellers craft the Equity Story of their business and present the company in the best possible light including the history, product overview, financials and projections Full-service Sell-Side or Buy-Side Advisory We have the flexibility to offer any of the above services as a stand-alone product or combined together to best serve clients’ needs and optimize costs 8
  • 9. Corporate Advisory Services: MENA Market Entry Consultancy International Companies Regional Companies Awad Advisory’s Network of Relationships: We have an extensive network of relationships that we can connect you to for mutually beneficial discussions and transactions:  Deep personal relationships forged through a multitude of transactions  Credibility acquired and maintained through a track record of impeccable delivery and spotless reputation  Particularly strong relationships in Dubai, Abu Dhabi, Qatar and Oman  Connections across the region including Saudi, Kuwait, Bahrain, Lebanon and beyond. Investors: We connect you with selected investors based on our understanding of your business and their needs Customers: We make introductions to potential customers for your products and services. Partners: For your local presence, we present potential equity and / or commercial partners. Our Market Entry Consultancy can take the form of a Sell-Side M&A assignment, or a regional roadshow organization. Fees can be daily retainers or success based or a mixture. 9
  • 10. Corporate Advisory Services: Capital Markets Advisory 1 2 Analysis of Investor feedback 3 Assistance in dealing with Banks 4 Assistance in dealing with Ratings Agencies 5 Negotiations with Syndicate 6 Capital Markets Advisory Services Advice on choice of Underwriters Assistance in documentation process We act as in-house advisors and assist in the choice of underwriting banks, preparation of the equity or credit story. Unbiased advice without the conflicts inherent to banks. 10
  • 11. Awad Advisory Credentials Legacy Advisory Expertise : 2006-2012 (*) A strong track record of Advisory experience… 2012 2010 2009 2007 - 2009 Acwa Power International Gulmar Dubai Holding TAQA Advised Acwa Power International on its bid for the acquisition of a large portfolio of power assets across Asia and the Middle East Advised Gulmar Offshore and its shareholders on the sale of the company to Oak Tree Capital Management Advised Dubai Holding on the proposed merger of its real estate subsidiaries with Emaar Advised the Abu Dhabi National Energy Company (TAQA) on its Bergemeer gas Storage joint-venture with Gazprom … in both M&A and Financing… 2012 2011 2011 2007 - 2009 Investcorp Topaz Energy & Marine Lamprell Fosroc Advised Investcorp, the leading regional private equity fund, on their proposed bid for Gulf Marine Services (GMS) Advised Topaz Energy & Marine and Renaissance on the proposed Initial Public Offering of Topaz Advised and financed Lamprell on the acquisition of MIS, creating the largest off-shore rig builder of the region Advised Fosroc, the building materials company, on strategic equity raising options * Deal experience of Awad Advisory team members 11
  • 12. Awad Advisory Credentials Legacy Advisory Expertise : 2006-2012 (*) … as well as Valuations for Commercial, Accounting… 2012 2012 Private Multibillion dollar Maritime Business 2011 Saudi Tech Co – Oil & Gas Sector FTSE Listed Oil & Gas Investment appraisal of assets held within continental Africa and the Middle East including business valuations of various equity holdings across the region Valuing a leading South Asian based business engaged in the chartering of marine vessels for the Oil & Gas industry within West Africa for transactional purposes 2012 South East Asian Private Equity Group Feasibility study review, deal structure advisory and Valuation of Intellectual Property assets for fund raising purposes Valuations of a leading global mining components manufacturer pursuant to a carve out and subsequent buy out by a PE fund …Dispute Resolution and Restructuring Purposes. 2010 2009 Consortium European Banks Leading FTSE Security Services Valuation Advisory Services for a consortium of leading Banks in a high profile action involving a claim on a multi-billion dollar financial security Equity valuations and intangible asset valuations across South Africa, Europe and North America following multi-million dollar acquisition of competitor 2007 2006 Leading Listed US/European Automotive Private Multibillion dollar European FMCG Valuation of UK operating entity and its intellectual property assets following a demerger and subsequent PE buyout Valuing one of the UK’s largest privately held securitised FMCG business’s for the purposes of supporting a proposed restructuring * Deal experience of Awad Advisory team members 12
  • 13. Active Press Coverage 04 February 2014 12 September 2013 “…The GCC market needs to see the development of Institutional investors, particularly for the bond market to mature…” “Companies want to work with people they know and who are there for the long term,” ... “Some of the bankers at the boutiques have been there longer than some of the bankers who fled…” 12 January 2014 “…More issuance is needed from successful regional companies in healthcare, education and retail, to take advantage of the strong valuations…” 11 September 2013 “Ziad Awad is a man that you might want to get to know if you’re an investment banker looking for new opportunities in the Middle East…” 30 December 2013 “…GCC equity markets have staged a big come back in 2013 but valuations are still reasonable…” 26 November 2013 “…what to expect from Dubai after Expo 2020 and impact on the markets…” 03 September 2013 “…there is an opportunity for smaller advisory firms because international banks operating in the Middle East have scaled back since the financial crisis and are mainly focused on large clients such as sovereign wealth funds and state entities. This leaves a gap in financing and M&A advisory for small and medium-sized firms, where deals range from $50 million to $200 million.” 13
  • 14. Awad Advisory Credentials Our Strengths Recognized by Clients & Peers Alike  We would welcome the opportunity to provide further client references upon request “…..Never afraid of speaking his mind, challenging the client - or calling the shots, I found myself - over and over again - surprised by Ziad's understanding of the markets, both for public and for private placements, but also his out-of-the-box support for a developing franchise. We built a USD Global yield-curve, topping it off with our legendary, 10-year, "Starbucks"transaction, which Ziad practically priced down to the last basis point eight/nine months in advance of Pricing. Amazing. And a testament to his profound professionalism and insights.” “Ziad is a highly motivated individual with an unwavering dedication to his work and his clients. He has experienced every step of the capital markets and excelled in everything he did from trading to syndicate to origination… … He embraces change and challenge as he demonstrated throughout his career…He has got an exceptional talent in building close personal relationships and turning himself into a trusted adviser to his clients. No wonder his clients utterly enjoy working with him and entrust him with their most strategic deals…” Søren Elbech Ozgur Erkovan Treasurer Inter-American Development Bank Head of Funding and Investments National Bank of Abu Dhabi 14