MBS Capabilities


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MBS Capabilities

  1. 1. London New York São PauloCredentials commitment expertise results
  2. 2. Overview Capital markets advisory firm dedicated to optimizing corporate valuations Customized programs that are developed & implemented by firms’ principals Well-established network of investor, analyst & journalist contacts across North America, Europe & Asia Strategy and implementation of communications programs for retail investors in Latin America Extensive experience across a broad range of industries in North America, Europe & the Emerging Markets Team of multi-lingual specialists drawn from careers in investment banking, asset management, equity sales, consulting & finance
  3. 3. Experienced, Business-savvy LeadershipBetsy Brod Andrew Best  25 years of Investor Relations and  Co-founder of Shared Value Wall Street-related experience  Over 15 years’ corporate communications and IR  Partner of Morgen-Walke Associates experience as IRO of Millicom Cellular  Broad range of industry expertise  Former Investment Banker with NatWest Markets & UBS  MBA from New York University  Masters Graduate of Oxford UniversityLynn Morgen Matthew Hooper  Founded Morgen-Walke, largest independent IR firm when sold in 2000  Co-founder of Shared Value  Strategic Communications Expertise  Over 15 years’ corporate communications and IR  Group VP of STMicroelectronics: 2000-2005 experience  Institutional sales background  Strategic Communications Expertise  Language: French  Masters Graduate of Oxford UniversityMonique Skruzny Noah Schwartz  20 years in corporate finance/capital raising  Over 12 years of corporate communications experience  COO, CFO, Business Development positions  Former Senior Associate at leading global IR consultancy  Communications/IR executive  Expert in cross-border investor & financial public relations  MBA from Wharton  BA from Vassar College, New York  Languages: Spanish & PortugueseFabiane Goldstein Tasso Scaff  Co-founder of Ricca RI Co-founder of Ricca RI  Over 20 years marketing and CRM experience 18-year career in corporate and financial communications  Founded Sunset Comunicação, award winner in the Specialized in the Brazilian capital markets communication industry, sold in 2007 Former Director at leading IR consultancy in Brazil  Specialist in direct marketing, targeted communication, Languages: Portuguese & English information systems and database marketing
  4. 4. Our Differentiators Combine creativity & responsiveness of a mid-sized firm with the resources required to execute effectively on both sides of the Atlantic Adhereto a balanced, opportunistic approach to U.S. & European markets – Leveraging strong reputations to access the two largest pools of investment funds Provide an integrated team of experienced professionals that take a 360 degree view of issues and solutions
  5. 5. Representative Clients
  6. 6. Services Investor messaging & positioning Research, analysis & benchmarking Sell-side & buy-side analysis, targeting & outreach Managing expectations & expanding coverage Event organization Financial media to support investment thesis Transaction & corporate communications strategy & execution IR solutions & retail programs & execution
  7. 7. Investor Messaging & Positioning “Shared Value has been instrumental in developing and “As a leading Europe-headquartered technology refining the presentation of our investment case to the company actively traded on three major stock financial markets. They understand the messages we exchanges, we required sophisticated strategic want to communicate and what the investment and messaging that resonated with global investors, media communities expect in terms of information journalists and stakeholders. MBS Value Partners led disclosure and content. Their expertise has been the team that developed and implemented our best invaluable in producing our Annual Report and other practices in financial communications.” presentational materials.” Pasquale Pistorio, Mark Opzoomer Honorary Chairman and former CEO, CEO, Rambler Media STMicroelectronics
  8. 8. Sell-Side and Buy-Side Analysis & Targeting “We rely upon Shared Value to organize all of our “The advice that we received from MBS was solid and investor marketing activities across the UK, actionable. They are excellent at fully understanding Scandinavia, Continental Europe and North America. the issues from multiple vantage points and combining They have always done an excellent job in ensuring their experience, research resources and knowledge that our key stakeholders are kept up-to-date and also of investor expectations to provide management with in targeting new potential investors with a real interest a clear, concise point of view. As a result, we were in our company through 1:1’s and attendance at key better able to effectively communicate with conferences. And the roadshows always run very shareholders and deliver messages that were aligned smoothly!” with investor requirements.” Keith Russell, John Brennan, CEO, Transcom Worldwide SA (’03-’09) CEO, ICT Group
  9. 9. Managing Expectations & Expanding Coverage “I just wanted to say thanks for all your help over the “Expanding sell-side coverage of our company has past year. You guys (Shared Value) have much to be been an important objective of our investor relations proud of as I rank you as the best IR department that I program. Working with MBS, we have succeeded in have worked with. This is quite an achievement given more than tripling our analyst sponsorship in three that you have other clients as well.” years.” Sell Side Analyst, Sudhakar Kesavan, Deutsche Bank Chairman & CEO, ICF International
  10. 10. Research, Analysis & Benchmarking “Shared Value has a deep understanding of our business and the markets in which we operate. Their “Both MBS and Shared Value have long-standing analysis, advice and support are invaluable in enabling relationships with investors. This sets them apart from us to address the opportunities and challenges that many of their competitors and allows them to bring arise in our ongoing disclosure and dialogue with the relevant investment ideas to both the sell-side and buy- capital markets. They play a very active role in helping side and to gain first-hand, objective feedback for their management to prepare and present specific messages clients.” to our stakeholders.” Masha Eliseeva, David Marcus, Investor Relations Director, Comstar-UTS CEO, Evermore Global Advisors
  11. 11. Event Organization “MBS’ strategic approach allows it to make contributions “As I am on the buy-side and don’t have as much in- that go well beyond handling the usual logistical depth knowledge about the Company as the sell-side challenges of a roadshow and listing. They bring an guys, these (Capital Markets Day) events are always independent, international perspective that informs our helpful. All in all, it was a great day and you can tell that communications and keeps management current on the the Company is making the most of every dynamics within the broader investment community. At communications opportunity. The presentations were the time of our NYSE listing jubilant expectations for the excellent, the delivery was good and the information homebuilding market in Brazil contrasted with the was highly relevant. Logistically, it was executed very prevailing housing sentiment in the U.S. MBS pointed this well!” out and assisted us to adjust our message and better Portfolio Manager, anticipate the concerns of North American investors.“ London Wilson Amaral, CEO, Gafisa S.A.
  12. 12. Media to Support Investment Thesis “Over the years, Shared Value has secured excellent “The broad media coverage that MBS gained for Tenda coverage in a wide variety of media publications that reinforced our investment story and gave us brand have enhanced our international profile within the recognition in the marketplace. We gained first mover investment community. They have been instrumental in advantage in the media by providing thought leadership regularly placing articles and features in publications on low-income housing trends in Brazil. This such as the Financial Times to support our story as a international recognition was also motivational for our leading producer and distributor of media content employees.” around the globe.” Nadav Palti, Carlos Trostli, CEO, Dori Media Group CEO, Tenda
  13. 13. Transaction & Corporate CommunicationsStrategy & Execution “Shared Value has worked closely and effectively “Having been our consultants prior to the alongside Millicom’s senior management through a recapitalization process, MBS was able to work number of successful transactions. Firstly through effectively with our management team on the the debt restructuring in 2002 and 2003 and the communication of our transaction. The Firm’s Strategic Review in 2006, but subsequently through partners and staff were available 24/7 to assist us a number of acquisitions and disposals.” in both reaching out and responding to our varied stakeholder constituencies.” Marc Beuls, Norman C. Chambers, CEO, Millicom Internatinoal Cellular (‘98-’09) Chairman & CEO, NCI Building Systems, Inc.
  14. 14. IR Solutions & Retail Programs“Q4 did an amazing job on TVIs website. Their technologyand customer service are exemplary. I can rely on them to  Annual/sustainability reports, with creativity andprovide feedback and constructive suggestions to ensure quality content to tell your story, and a teammy website has all the tools necessary to provide easy specialized in GRI – Global Reporting Initiativeaccess to all our information. It’s important to me that myshareholders have easy access to everything they need to  Technical translations with an in-house, nativemake an informed investment decision. It’s always a English and Portuguese team that is experiencedpleasure to work with such a professional, savvy, creative in the financial and capital marketsteam.” Rhonda Bennetto,Exec. Director IR, TVI Pacific Mining in the Philippines
  15. 15. IR Solutions & Retail Programs  Simplifying content to expand its understanding to lay (retail) investors  Accessing new audiences using creativity and all available tools, including social media  Applying CRM to investor audiences Social Networks Social Media Update and Monitor Publish and Embed IR Website Blog Website Email RSS
  16. 16. Delivering Results Commitment:  Senior level direction & involvement  Dedicated & focused team, delivering value  Deep understanding of the Brazilian marketplace Expertise:  Global experience across a wide range of industries  Financial, capital markets, media & advisory experience  Institutional & retail strategies  Execution excellence Results:  Recognized investor brand  Reduced cost of capital
  17. 17. Contact Us MBS Value Partners Ricca RI 424 Madison Ave., Suite 400 @RI_Brasil New York, NY 10017 Ricca Relações com Investidores (55 11) 5051.8177 +1.212.750.5800 Tel www.riccari.com.br +1.212.661.2268 Fax atendimento@riccari.com.br www.mbsvalue.com riccari.com.br/blog Monique Skruzny Fabiane Goldstein +1.212.661.2243 Tel +55 11 5051.8177 Tel +1.212.661.2268 Fax +55 11 8103.0201 Celmonique.skruzny@mbsvalue.com fabiane.gold@riccari.com.br