Marco Polo Partners


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Marco Polo Partners

  1. 1. June 2009
  2. 2. Strictly Confidential Overview of Marco Polo Group
  3. 3. Strictly Confidential <ul><li>Marco Polo Group is a financial services group focused on cross-border trading and investment banking between the G7 economies and the emerging markets. </li></ul><ul><li>Marco Polo Network Inc. is the leading cross-border electronic trading platform linking global brokers and buy side institutions to Global Emerging Market (“GEM”) exchanges. </li></ul><ul><li>Marco Polo Securities, Inc. is a FINRA registered broker/dealer </li></ul><ul><li>The investment banking services of Marco Polo Securities operates under the name Marco Polo Partners. The team is headquartered in New York, with dedicated advisory units in key Global Emerging Markets including China, India, Latin America, South America, and Israel. Marco Polo Partners utilizes the institutional relationships of Marco Polo Network, that presently connects investors to approximately 73 exchanges, 52 countries and over 120 brokers. </li></ul>Marco Polo Group Overview Marco Polo Group Marco Polo Securities Inc. Marco Polo Partners Marco Polo Network Inc.
  4. 4. Marco Polo Network Strategic Investors
  5. 5. Marco Polo Investment Banking Services <ul><li>Advising clients on raising debt and equity capital through structured finance arrangements </li></ul>We combine international experience at the highest level with local knowledge throughout the world <ul><li>Advise companies entering the emerging markets countries including China, Israel, India, Brazil, Mexico and Chile </li></ul><ul><li>Focus on Technology, Energy, Cleantech, Life Sciences, and Financial Services </li></ul><ul><li>Advise, arrange and structure: </li></ul><ul><li>Sell and buy-side acquisitions, mergers, leveraged buyouts, management buyouts, rollups, spin-offs, restructuring, recapitalizations and divestitures </li></ul>Emerging Market Gateway Capital Raising M&A Advisory JVs & Strategic Partnerships <ul><li>Establish strategic partnerships and JVs as a strategy to penetrate key markets </li></ul><ul><li>Marco Polo Partners has extensive relationships within all the emerging markets </li></ul>
  6. 6. Strictly Confidential Marco Polo Partners provides unique business opportunities for global companies with an emphasis on United States, Europe, Israel, China, India and Brazil Marco Polo Partners – Leveraging Marco Polo Network Extensive Connections
  7. 7. Marco Polo Group - Global Presence New York - Headquarters Mexico Colombia Brazil London Bangalore Hong Kong Unique Market Reach <ul><ul><li>8 offices across the world </li></ul></ul><ul><ul><li>Network infrastructure providing access to over 50 countries </li></ul></ul><ul><ul><li>Relationships with over 120 local market brokers worldwide </li></ul></ul>Austria
  8. 8. Strictly Confidential Senior Banking Team
  9. 9. Senior Banking Team and Advisors – Experience The personnel of Marco Polo Partners, principally from Lehman Brothers and Merrill Lynch, bring to their clients their extensive Wall Street experience in the areas of M&A, private placements, restructurings, and capital market activities in the international markets. Vinode Ramgopal - Advisor <ul><li>19 years of global investment banking experience </li></ul><ul><li>Head of the International M&A Group at Lehman Brothers </li></ul><ul><li>Head of the Global Privatization Group at Lehman Brothers </li></ul><ul><li>Founded Marco Polo Partners </li></ul>Harold Goldstein - Banker <ul><li>40 years of global investment banking experience </li></ul><ul><li>Co-head of Lehman Brothers European banking operations </li></ul><ul><li>Chief Operating Officer at Lehman Brothers International </li></ul>Michael Clatterbuck - Advisor <ul><li>27 years of global corporate and investment banking experience </li></ul><ul><li>Managing Director, Investment Banking for China at Lehman Brothers </li></ul><ul><li>Global Head of Private Equity and Investment Banking at Standard Chartered Bank </li></ul><ul><li>Country Manager for China, Taiwan and Singapore at Chase Manhattan Bank </li></ul>Clifford Goldman - Banker <ul><li>35 years of global corporate finance and investment banking experience </li></ul><ul><li>Former Partner at Lehman Brothers and Furman Selz </li></ul><ul><li>Developed and managed a fixed income trading business at Lehman Brothers </li></ul><ul><li>Started and operated an interest rate arbitrage and government repo-matched book business at Furman Selz </li></ul>
  10. 10. Senior Banking Team and Advisors – Experience With 100s of years of combined experience, Marco Polo Partners’ senior bankers have the capability to screen, structure, value, execute and place transactions globally Daniela Bendor - Banker <ul><li>14 years of corporate finance and investment banking experience </li></ul><ul><li>Executed M&A and licensing deals with leading technology companies including IBM, HP, Ericsson, Microsoft, Broadsoft and Baxter </li></ul><ul><li>Led a Corporate Finance and Strategic Planning Group at Arthur Andersen </li></ul><ul><li>Advisor to senior management and boards of directors regarding complex strategic and financial issues </li></ul>Drew Osterman – Senior Consultant <ul><li>25 years of global corporate experience, former CEO and Sr. Executive with leading high technology companies </li></ul><ul><li>Executed M&A and licensing deals with global technology companies including Sun, HP, Micron, Microsoft, Asia Optical, BAE Systems, Intel, SS/Loral, Sony and Fujitsu/Siemens </li></ul><ul><li>Extensive background in market research, contracts management, process technology, systems hardware and software technology </li></ul>Don Weiss - Advisor <ul><li>Former CEO of Measurement Specialties Inc. (NASDAQ:MEAS) </li></ul><ul><li>Hired by Bell Labs to monetize the Bell Labs technology portfolio </li></ul><ul><li>Holds 8 patents filed by Bell Labs and several more during his tenure at Measurement Specialties Inc. </li></ul><ul><li>Currently holds high security clearance </li></ul>Hiroo Awanoo - Banker <ul><li>20 years of global investment banking experience </li></ul><ul><li>Director of Merrill Lynch Investment Banking in New York </li></ul><ul><li>Executive Vice President and a board member of EPower Holdings </li></ul><ul><li>Worked at McKinsey & Co. in New York and in Tokyo and at Salomon Brothers </li></ul>
  11. 11. Senior Banking Team and Advisors – Experience Masatsugu Sakai - Banker <ul><li>15 years of global investment banking experience </li></ul><ul><li>Vice President in the Investment Banking of Daiwa Securities in New York </li></ul><ul><li>Provide capital raising services to funds and companies growing internationally </li></ul>Alexander von Perfall - Advisor <ul><li>European-American project finance and management advisory professional </li></ul><ul><li>Over 10 years of cross-border business development and principal investment experience. </li></ul><ul><li>Advised numerous institutions and high-net-worth individuals on cross-border private equity strategies and has a successful track record of capital formation in the media and telecommunications sector. </li></ul>Amit Sharma - Advisor <ul><li>12 years of corporate strategy experience in the financial services industry </li></ul><ul><li>Vice President of Strategy at ICICI Group. Led 5 cross border transactions across the IT services & BPO </li></ul><ul><li>Consultant with McKinsey & Co. and KPMG </li></ul>Raahim Don - Advisor <ul><li>7 years of transaction structuring experience in investment banking </li></ul><ul><li>Co-Founder of Saffron Capital Fund; Indo-US Small Cap Special Situations Fund.   </li></ul><ul><li>Chief Investment Officer of Rubicon Group LTD, small cap equity line of credit fund </li></ul><ul><li>Advisor to SDC Capital; $400M long-short/Special situations fund </li></ul>
  12. 12. Senior Banking Team and Advisors – Experience Shiva Ganapathy - Advisor <ul><li>20 years of global financial markets and banking experience </li></ul><ul><li>Senior Managing Director at Structured Asset Management Company, dealing with credit and Hedge Funds </li></ul><ul><li>Managing Director at Citigroup Global Markets, where he held leading positions in Asia, Europe and the US </li></ul>Vishal Sharma, CFA - Banker <ul><li>9 years of investment banking, corporate finance and M&A experience </li></ul><ul><li>Advised institutional investors on US – India cross-border transactions </li></ul><ul><li>Worked in Lehman Brothers investment banking and debt capital markets divisions </li></ul>Sergio Camillo - Advisor <ul><li>15 years of investment banking experience in Latin America </li></ul><ul><li>Established the Brazil franchise for Lehman Brothers </li></ul><ul><li>Let the Media and Telecom practice in Brazil for Lehman Brothers </li></ul><ul><li>Consultant with McKinsey & Company and was a banker at Citigroup in Brazil </li></ul>Mario Chamorro - Advisor <ul><li>Background in energy consulting </li></ul><ul><li>Worked in the Center for Energy at Columbia University </li></ul><ul><li>Implemented trading tools while working as a broker assistant at the NYMEX </li></ul><ul><li>Worked on the presidential campaign of President Alvaro Uribe Velez of Columbia </li></ul>
  13. 13. Senior Banking Team and Advisors – Experience <ul><li>25 years of global investment banking and capital markets experience, primary focus on Africa </li></ul><ul><li>Head of African investment banking at Lehman Brothers </li></ul><ul><li>Head of Standard Equities </li></ul>Peter Jardine - Advisor Shane Blackmore - Banker <ul><li>Background in energy research </li></ul><ul><li>5 years of relationship management experience </li></ul><ul><li>Analyzed operating companies and SPACs for listing on the American Stock Exchange </li></ul>Efrat Tavivian - Advisor <ul><li>Background in equity research </li></ul><ul><li>Assistant trader at a quant Hedge Fund </li></ul><ul><li>Strong marketing and sales experience </li></ul>Harvey M. Krueger - Board Member Marco Polo Network - Advisor <ul><li>Vice Chairman (emeritus) at Lehman Brothers, Inc. where he formerly was head of Lehman’s Investment Banking Group. </li></ul><ul><li>Mr. Krueger acted as an advisor to clients in executing numerous financing and M&A transactions for more than 45 years. </li></ul><ul><li>Mr. Krueger is a highly experienced investor in Israeli companies and has often been credited with, essentially single-handedly, opening the international capital markets to Israeli governmental and corporate securities. </li></ul>