Beamonte Investments is one of the world’s leading investment and advisory firm. Beamonte Investments seek to create long-term value for its investors, the portfolio companies and the companies it advises. Beamonte Investments provides various financial advisory services, including investment banking advisory, financial and strategic advisory and fund placement services. Beamonte alternative businesses includes the management the private equity funds, real estate funds and credit oriented strategies.

2. Our Business
Direct Private Investments
Equity/ Debt
Credit/ Liquidity (Short Term) Private Equity
Beamonte Merchant Bank Beamonte Capital Partners
Investment Banking

3. Latin America
Focus

4. Our Services
Mergers and Capital
Debt Advisory
Acquisitions Restructuring
Joint Ventures
Capital Structured
Strategic
Raising Finance
Alliances
We advice buyers, sellers, borrowers , lenders and investors as part of our
services

5. Investment Banking Services

6. Valuation
Company Real Value
Create database to look for investors and
credit options
Growth parameters of the company
Assistance establishing growth goals
Family Succession

7. Family Succession
Build management and change
Company Sell / Liquid Assets
structures for the company
Build a equity structure for family succession
Company Valuation

8. Mergers and Acquisitions
Our team of banking experts in merger and acquisitions
at BI is committed to give an independent high quality
service to our clients and provide capacity for
transactions and executions including mergers,
acquisitions and disinvestments options.
Our Work in mergers and acquisitions focus on support
and assistance to private companies and other world
institutions, with a particular interest in North American
and Latin American markets.

9. Acquisitions
Through BI our clients find a full range
of adequate local and foreign business,
agreements execution on time,
efficiency to be ahead of the
competition.
We have experience supporting
American and foreign companies, to
explore and start operating on national
or international markets.

10. Buyer Support
La Acquisitions of new business could help companies to strength
market shares and open new markets, regions and technologies. Our
key elements for this services are:
Search parameters development
Target Screen / Primary Focus
Due Dilligence / Buying company valuation
Finance options for acquisitions (shares and
debt)
Negotiations and closing deal.

11. Seller Support
We understand the selling process. We know
the key industries of the markets and develop
a comparable transactions database for each.
This assures our understanding of the
determinate market values, which secure
easier and better agreements through exit
strategies that maximize value for you, the
seller.

12. Selling Process
• Value determination
• Descriptive and Confidential Memorandum
Step 1 • Assistance for equity structures
• We maximize expositions of potential buyers in a confidential way.
• Buyers targeting to increase transaction value.
Step 2
• We review with the client, the offers received
• Negotiate the transaction
• Keep confidentiality through all process
Step 3 • Close the deal

13. Sell-Side process
Prepare for Due
LOI Diligence
Sale
Deal team
Company Scope instructions
Valuation
(Fairness Opinion)
Buyer validates
Structure
facts
Descriptive
Memorandum
BI orchestrates
Timing process
Target Customers
Allocation of BI supervises
Price buyer activity
Seller
Confidentiality Closing date
approve the
confirmed
deal

15. Investment Strategy
Asset based lending Portfolio of privately placed
strategy Proprietary structured loans
Middle-, and large-
Overweight allocation to Mexico and Colombia
market target companies
Specific source of repayment from cash flows of
Focus on debt instruments assets or projects being financed:
Receivables, Inventories, and other liquid assets
Achieved through the pledge of additional fixed assets
Over-collateralization in selected investments
2

16. Middle Market Focus
• Companies with Enterprise value –
Focus on Middle 50MM – 200MM
Market • Revenues of 15MM – 150MM
EBIDTA 1MM
• Few Lending Sources in the middle
Less Competition market
More Influence • Fast response to clients, 2 -3 weeks
3

17. Liquidity Providers
BIMB
Beamonte
Liquidity
Merchant Bank
Capital Loans

18. “We like risk, and we believe Mexico economy is strong
enough to take risk”
Juan Fernandez
CFO

19. Loan Process
Loan re-payment
Loan
2- 3 weeks
Borrower needs
Identify and valuate liquid re-payment options

20. Borrower Profile
Mid-size Companies Other Projects
• Revenues 15M + • Government Contracts
• More than 5 years of track • Health Care Projects
record • Civil Works
• Clients AAA • Constant Source of Business
• Significant equity invested in • IT Services
the project or other
receivables
• Diversification in client
portfolio receivables

21. Transaction Structure
Source Deals
Investment Banking IB Fees Borrower
Advisory
Collection Rights
Payments
Receivables / Assets Trust (SPV) Suppliers
Re-Payment Loan

22. Origination & Administration
Origination
Promotion Evaluation Approval Closing
Administration
Administrative Judicial
Follow up Control
Collection Collection

23. Beamonte Capital Partners, LLC

24. About Us
Beamonte Capital Partners, LLC is the Latin America
branch for private equity of Beamonte Investments,
Inc. specialized in small-middle companies in Mexico
and Colombia.

25. Investment Stage
Private Equity
Beamonte Capital Partners
Venture Capital

26. Co- Investors
Beamonte is willing to work with co-investors and is flexible regarding
transaction types:
• Buy-outs and re-capitalizations of financially-owned, family-owned, or
entrepreneur-owned businesses
• Growth capital investments and acquisition financing
• Buy-and-build strategies
• Management buyouts
Beamonte’s ongoing involvement emphasizes business planning and board
monitoring, retaining and recruiting key executives and arranging add-on
acquisitions and financing. We take an oversight role in monitoring our
companies’ performance and in ensuring that they achieve their full
business potential.
With respect to our existing portfolio companies, we actively pursue
follow-on acquisition opportunities of smaller businesses with similar
operating characteristics.

27. Sectors
Education Health Pharmaceuticals
Lending Agro
IT / B2B / B2C
Commercial Business

28. Strategy
Small and Medium Willing to invest in
Favorable Trends
sized business minority stakes
• Take advantage • Provide • Insist on strong
on growth in expansion capital corporate
demographics to unleash governance
• Anticipate growth rights
Market trends. • Family firms
usually are target

29. Beamonte Ad- Value
Beamonte takes a collaborative approach to working with management teams. Our role
is to support executives in developing long term growth strategies and building
execution capabilities. We believe working together and leveraging our collective
talents and strengths provides the foundation for success. Through experience, a
disciplined approach and a focused effort, companies can reach their full potential.
How does Beamonte support the companies we work with?
• Developing new business lines or service offerings
• Identifying and pursuing geographic expansion
• Creating new distribution channels and partnerships
• Growth through acquisitions – Identifying targets, evaluating opportunities, executing
transactions and facilitating integration
• Strengthening financial reporting and use of operating metrics to clarify value drivers
• Developing the management team through additions and defining roles
• Instilling accountability and financial discipline

30. “……. our investment in CITEC ING
demonstrates Beamonte’s confidence in the
Mexican economy. “
Luis F. Trevino
Managing Director

31. Portfolio
CITEC ING was formed in 2003 to
provide validation services to the
pharmaceutical industry in Mexico;
the company develops a fully
integrated suite of solutions
including drugs stability, validation of
computerized systems, training
courses and environmental and
surface monitoring.
www.citec.com.mx

32. Beamonte Investments, Inc.
470 Atlantic Av. 4th Floor
Boston MA 02211
Beamonte Capital Partners, LLC
225 Franklin St 26th Floor
Boston MA , 02110
T (1) 617.275.8960
F (1) 617.292.2300
© 2012 Beamonte Investments, Inc.