4. CAPTIMA
About:
CAPTIMA is an independent structured finance firm offering private, corporate and institutional clients
comprehensive capital solutions globally.
Our comprehensive platform is supported by extensive research, in-depth knowledge, innovative thinking
and access to capital. We provide a fully integrated service across M&A, equity, debt and acquisition finance
and other specialized financing solutions.
With deep expertise, tailored solutions and unrivalled reputation, we are trusted by our clients to meet the
most demanding financial challenges. From guiding private business owners through the various sources
and types of capital available to developing the most complex capital structures for multi- national
enterprises, our expertise delivers beyond expectations
We believe that the transactions we enable our clients to execute are one of the single most important
decisions that business owners and executives will make. We realise the magnitude of our role in the
corporate evolution cycle and the impact that our results can often have on the personal alternatives of our
clients. We dedicate senior resources and handle each engagement with passion in a highly customized
manner. As a team, we ascribe to the highest professional values that we feel make the difference in our
client relationships.
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6. CAPTIMA
Real Estate:
We provide finance structuring and consulting services to commercial real-estate owners, developers and
investors. We are equally focused on both debt and equity markets providing a unique perspective on each
transaction and enabling transaction structuring alternatives to address rapidly changing markets. Our
comprehensive platform is supported by extensive research, in-depth knowledge, innovative thinking and
access to capital. We provide a fully integrated service across construction, permanent, mezzanine, bridge
and participating financings, often syndicating capital to achieve the appropriate combination of equity and
debt. Allied to our ability to leverage the resources and expertise of our group companies, our long-standing
position in both debt and equity markets provides in-depth coverage of traditional lenders and
investors together with emerging sources of capital.
We specialize in providing integrated capital solutions for all asset classes. We structure financing for a
variety of properties and businesses within the hospitality, healthcare, office, retail, wholesale, industrial,
manufacturing and service sectors as well as specialty use commercial real estate. We make a point of
helping business and property owners and investors properly capitalize and maximize business
opportunities and concepts providing a dedicated customer service approach which is both clear and
focused. We boast a fast review and approval process providing quick initial feedback and facilitating rapid
funding.
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7. CAPTIMA
Real Estate:
By drawing on our integrated full service global platform, we assess our clients' current property operations
and develop strategies that enhance asset value and maximize appeal to capital sources. With our focus on
both the debt and equity markets, we offer our clients the depth of insight and expertise needed to deliver
creative, customized structuring solutions drawing from both traditional and non-traditional capital sources
in a rapidly changing marketplace. Understanding the entire capital stack from equity and preferred equity
to permanent, bridge, mezzanine and construction loans, our finance specialists tailor solutions to achieve
optimal proceeds on the most attractive terms.
All real estate transactions require the appropriate combination of equity and debt. From the conventional
to the creative, our ability to provide tailored solutions for construction, permanent, bridge, mezzanine and
participating financings is unmatched. In addition, we continually embrace new products and market
developments, allowing our clients to capitalize on cutting-edge innovations. We recognize that individual
needs and motivations determine the appropriate financing. Understanding our clients' objectives, we
identify, evaluate and structure the most effective capitalization options for their projects.
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8. CAPTIMA
Real Estate Capital Solutions Include:
COMMERCIAL LOANS - long-term permanent loans for acquisition, construction and re-financing of
commercial real estate and all income-producing properties.
FRANCHISE FINANCING - acquisition and re-financing of fee or leasehold interests featuring long-term,
fully amortizing, fixed or floating rate financing and highly flexible programs that value a business and not
just the hard assets.
BUSINESS LOANS - long-term fixed rate financing for a variety of business operators providing funds for
expansion, acquisition or simply to enhance returns on capital.
CONDUIT FIXED-RATE AND FLOATING-RATE LOANS - Fixed rate terms up to 20 years, amortization 15, 20,
25 or 30 years, floating rate loans provided with terms from 1 to 5 years on both stabilized and non-
stabilized properties, available for most property types office, industrial, retail, multifamily, hospitality
and healthcare.
CONSTRUCTION AND INTERIM - construction loans, lines of credit, land acquisition and development
loans, bridge and gap financing for most property types.
PERMANENT MORTGAGE - Securitized Loans (CMBS), Agency and Institutional Placements.
PROJECT EQUITY AND MEZZANINE - access to multiple capital sources with investor capital and
competitive structures for virtually all market rate or tax-advantaged property types.
INVESTMENT BANKING - capabilities in M&A advisory and public debt and equity.
ASSET MANAGEMENT - broad opportunities suited to various investment objectives.
SYNDICATED FINANCE - ability to underwrite and syndicate large transactions.
DERIVATIVES - interest rate swaps, caps, collars, floors, and others.
FINANCING TERMS - and rates are market driven and vary based on property type and quality. Variable
and fixed rates are available.
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10. CAPTIMA
Energy:
Captima's Energy Group is focused on introducing private equity capital to exceptional management teams
in the energy sector as well as structuring yield- oriented, secured financings of private and public energy
companies with emphasis on cash flow and collateral coverage.
Target sectors include, but are not limited to:
Oil and Gas Exploration and Production
Midstream (gathering, processing, transmission and storage)
Refining
Power Generation/Distribution and Energy Infrastructure
Oilfield Services
Pipelines/Storage
Oil and Gas Transportation
Drilling and Completion
Renewable/Clean Energy and Alternative Power
International Energy Opportunities in all sub- sectors
We identify , introduce and structure debt and equity capital to start, develop or transform energy-related
companies demonstrating significant growth potential.
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11. CAPTIMA
Energy:
As a general rule we look to work with companies with:
An internationally recognised competent persons report
A core asset against which to measure value
A market capitalisation post funding in excess of £25 million
A first class management team
We seek to work with companies run by exceptional executives with proven track records who have what it
takes to build a great business. We introduce the capital they need to realize their goals for the business
they are managing. This can sometimes take the form of a recapitalization, a full or partial buyout, or an
equity infusion.
We also identify and introduce equity capital to join forces with a CEO and management group to form a
new company in a sector they know well, acquire a business in that sector and then implement a carefully
planned growth strategy to build a much larger company. We identify and introduce capital which has wide
industry and geographic coverage, concentrating on growth opportunities in developed markets and
focusing on later stage development financings in emerging economies.
We seek businesses demonstrating exceptional growth potential. Particular emphasis is placed on
companies which serve large markets and which predict significant forecasted revenues, specifically
companies which offer innovative/best in class solutions and/or products possessing superior proprietary
technology, with international growth potential, whose product/services can demonstrate sustainable
competitive advantage and who boast exceptional management teams.
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13. CAPTIMA
Mergers and Acquisitions:
Captima integrates industry and product specialization to offer a comprehensive array of merger and
acquisition services to both Real Estate and Energy related enterprises.
We are highly focused in helping to address the key strategic issues facing clients and to help them
formulate dynamic business planning, inventive deal and financing structures, aggressive price negotiation
and timely transaction execution.
We focus on growth transactions, typically either the acquisition or sale of an enterprise (or some portion
thereof), or identifying growth capital (equity or debt) to facilitate organic and inorganic growth.
We believe that the transactions we enable our clients to execute are often one of the single most
important decisions that business owners and executives will make.
We leverage in-depth knowledge, extensive research, innovative thinking and access to capital to help
companies and their owners:
Execute inorganic growth strategies
Access capital, both financial and strategic, to fund organic and inorganic growth
Identify outstanding strategic investment and acquisition opportunities
Acquire domain knowledge in new verticals and market segments
Penetrate markets and geographies
Accelerate client acquisition
Add new service offerings
Develop and execute exit strategies
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15. CAPTIMA
Why Us?
Many investment banks are similar. Every client is unique.
We focus our energies on understanding our clients needs. We thoroughly investigate their objectives, both
business and personal, together with the market pressures and challenges that they face, both now and in
the future. We act as a cohesive team with drive and passion to anticipate and act quickly on issues of
concern and match our expertise precisely to client objectives.
Our team is vastly experienced and is comprised of equity managers and senior corporate bankers from
leading international institutions. Our team boasts enviable experience in starting, financing, managing,
acquiring, integrating, operating and selling businesses.
We have been there and done it.
We understand what it takes to succeed. We have the corporate firepower to deliver comprehensive
strategic solutions and no-nonsense guidance. We are relationship driven and proud of our integrity and
ingenuity. Our motivation is to see our clients achieve their aspirations whilst we exceed their expectations.
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17. CAPTIMA
Adam Reed
Adam Reed
Director
Email: areed@captima.co.uk
Direct Tel: +44 (0)1624 697607
Adam is a co-founder and Director of Captima.
Adam has over 12 years corporate banking experience, most recently with Barclays where he headed a
multi–jurisdictional business development team, and had responsibility for all Intermediary business. In
addition, Adam was the Global Relationship Director for a number of key pan-jurisdictional clients.
Adam has worked in a number of Offshore jurisdictions and has broad experience in corporate finance
including Funds, Private Equity/Venture Capital, Real Estate, Offshore Financial Markets, and High Net
Worth Wealth/Family Office. Prior to Barclays Adam spent 8 years with HSBC both in the UK and Offshore.
Sitting on the Board of Directors for a number of companies in a variety of industry sectors and jurisdictions,
Adam also acts as a Non-Executive Director for a European trading business based out of Jersey.
Adam is an active property investor in several locations.
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18. CAPTIMA
Mark Watson
Mark Watson
Director
Email: mwatson@captima.co.uk
Direct Tel: +44 (0)1624 697603
Mark is a co-founder and Director of Captima.
Mark has over twenty years of wide ranging financing experience with strong private equity bias. He is
currently Managing Director of Benelux Capital, a diverse European financial services group where he drives
business growth and development and is responsible for the development and furtherance of overall
financier business and a member of the original start-up team.
Mark has previously been a Partner in a Swiss-based venture capital firm where responsibilities included
overseeing operations and maintaining investment portfolio. He also co-led the investment decision making
process and chaired the firm’s investment committee.
Previously instrumental in the development and growth of a British venture capital firm, which was
subsequently acquired, Mark was personally responsible for raising the firm’s three funds and overseeing all
investment activity including initial investee contact, due diligence, negotiation and transaction structuring.
Over the course of a three-year period the firm made 17 successful investments with no failures.
Mark has previously founded a multi-faceted independent financial advisory firm which was ultimately
acquired.
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19. CAPTIMA
Bryan Chatwin
Bryan Chatwin
Head of Property Capital Group
Email: bchatwin@captima.co.uk
Direct Tel: +44 (0)1624 697605
Bryan leads Captima’s Property Capital team.
Bryan has an extensive background in banking, having worked for Barclays for over 21 years. In the latter
years, Bryan’s focus was in the international corporate banking arena, looking after international wealth
clients, structuring tax schemes and property transactions, as well as managing client funds. Prior to that,
Bryan developed his skills in a number of positions both within the UK and offshore islands, including
managing portfolios of high net worth individuals, managing portfolios of broker and intermediary business,
cash management and technical specialist roles, which involved advising banks on the charging of assets as
security and the implications of tailored security.
Bryan has continued his property focus since joining Captima, sourcing and negotiating senior debt,
mezzanine finance, private equity and facilitating the sale and purchase of a variety of real estate, from
entire portfolios to single asset trophy properties.
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20. CAPTIMA
Michelle Mendes
Michelle Mendes
Head of Energy Capital Group
Email: mmendes@captima.co.uk
Direct Tel: +44 (0)1624 697606
Michelle leads Captima’s Energy Capital team.
Originally from Canada, Michelle has over 14 years of experience in public securities both in North American
and European markets, with focus in the real estate, resource, oil & gas, technology and biotechnology
sectors. She has 20 years within senior management and marketing positions and has over 10 years
experience in corporate finance, providing investor relations and marketing services for private and public
companies and for investment firms.
Michelle has a Bachelor of General Studies from Simon Fraser University in Burnaby, British Columbia
Canada and is a Chartered Secretary with the Institute of Chartered Secretaries of Canada. She is currently
taking an Executive MBA in Space Management through the International Space University in Strasbourg,
France.
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21. CAPTIMA
Clive Parrish
Clive Parrish
Email: cparrish@captima.co.uk
Direct Tel: +44 (0)1624 697608
Clive has an extensive banking background having worked with Midland Bank and HSBC for 30 years ,
ultimately as Area Director of HSBC, Isle of Man where he became a member of the council of the
Association of Licensed Banks and President of the IFS (formerly the Chartered Institute of Bankers).
During his time at Midland/HSBC Clive managed the relationships of the bank’s multi-national businesses,
plc and larger non-listed businesses. Clive was responsible for a number of leveraged buy-outs and
structured finance transactions. He successfully managed a Special Situations (“intensive care”) portfolio as
well as owning a significant Personal Lending Authority for the Bank. On the Isle of Man Clive was
responsible for HSBC’s retail operation and its International Business and Trust Corporation. He was
responsible for over 150 people and the Bank’s relationship with regulators.
Clive continues to develop business interests in real estate, equity investments, corporate finance and Fund
advisory services . Clive has a number of non-Executive Directorships including directorships with an Isle of
Man public company and subsidiaries (Property and Leisure) and the major subsidiary of an Isle of Man
based ‘listed’ Insurance Company for which he is approved by the Isle of Man’s Insurance and Pension
Authority. Clive is also a Director of an investment fund which is listed on the London Stock Exchange.
Clive has a degree in Banking & Finance from Loughborough University, a Diploma in Management studies
and holds the Diploma in Company Direction awarded by the Institute of Directors. He is a Fellow of the
Chartered Institute of Bankers and a Member of the Institute of Directors.
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22. CAPTIMA
Tom Houghton
Tom Houghton
Email: thoughton@captima.co.uk
Direct Tel: +44 (0)1624 697609
Tom has an extensive banking background having previously worked for 9 years at Barclays International
prior to joining Captima. Tom has significant experience in structuring capital and trading facilities and is
particularly skilled in identifying and developing innovative financing solutions to address challenging client
opportunities.
During his time at Barclays, Tom managed a portfolio of high value customers consistently exceeding
customer needs whilst identifying appropriate solutions for corporate customers in different jurisdictions.
Tom has In depth knowledge of working in a multi-currency environment. Additionally Tom supervised a
large Barclays team facing international corporate clients.
Tom has broad experience in Corporate Finance, Funds, Private Equity, Venture Capital, Real Estate, Offshore
Financial Markets, and High Net Worth /Wealth/Family Office.
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23. CAPTIMA
Contact Details:
CAPTIMA
Restart Court
Isle of Man Business Park
Isle of Man
IM2 2QZ
Tel: +44 (0)1624 697600
Fax: +44 (0)1624 697601
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