The document discusses MBS Value Partners, a capital markets advisory firm. It provides an overview of MBS, noting its dedication to optimizing shareholder return through customized advisory programs. It then highlights the firm's leadership team which includes professionals with experience in investment banking, asset management, and communications. The document concludes by outlining some of MBS' services and representative clients.
Markus Hill (MSc in Economics) is an independent asset management consultant based in Frankfurt, Germany Professional experience includes SEB Bank and Credit Suisse Asset Management. In addition, he worked as head of sales and PR for a German fund boutique. Since 2005 he specialized in the management of mandates, sales, marketing, and PR (consulting, "introducing"). Markus is also involved in selecting themes in the specialist areas of target funds with a multi-management aspect, fund boutiques and mutual funds for institutional investors (product scouting, fund selection). Furthermore he is actively engaged in cooperation with the market-leading Private Label Funds/Master KAG in Germany (Universal-Investment) promoting the idea of independent asset management and was the Co-Initiator of the first all-German Consultant survey in 2005 and the first "UCITS-survey" in 2003. Market entry into Germany, behavior of fund selectors and fund providers in German asset management industry are often discussed by him, e.g. in his asset-management-publication MH-Focus. Through many articles, columns and presentations (national and international) he has become a highly recognized expert in the German asset management industry. "Industry multiplier" is a term often used by journalists and clients to describe his style and personality. (Markus Hill/ MH Services assigned in the role of Media Partner for: UCITS Alternatives Conference in Zürich, September 2011)
McCombie Group is an innovative private investment firm backed by a network of significant family offices and ultra-high net worth individuals from across the Americas. In addition to our principal private equity investments, we also serve as advisors, representing these clients in the evaluation and management of their illiquid investments, including closely-held operating businesses and real estate.
Markus Hill (MSc in Economics) is an independent asset management consultant based in Frankfurt, Germany Professional experience includes SEB Bank and Credit Suisse Asset Management. In addition, he worked as head of sales and PR for a German fund boutique. Since 2005 he specialized in the management of mandates, sales, marketing, and PR (consulting, "introducing"). Markus is also involved in selecting themes in the specialist areas of target funds with a multi-management aspect, fund boutiques and mutual funds for institutional investors (product scouting, fund selection). Furthermore he is actively engaged in cooperation with the market-leading Private Label Funds/Master KAG in Germany (Universal-Investment) promoting the idea of independent asset management and was the Co-Initiator of the first all-German Consultant survey in 2005 and the first "UCITS-survey" in 2003. Market entry into Germany, behavior of fund selectors and fund providers in German asset management industry are often discussed by him, e.g. in his asset-management-publication MH-Focus. Through many articles, columns and presentations (national and international) he has become a highly recognized expert in the German asset management industry. "Industry multiplier" is a term often used by journalists and clients to describe his style and personality. (Markus Hill/ MH Services assigned in the role of Media Partner for: UCITS Alternatives Conference in Zürich, September 2011)
McCombie Group is an innovative private investment firm backed by a network of significant family offices and ultra-high net worth individuals from across the Americas. In addition to our principal private equity investments, we also serve as advisors, representing these clients in the evaluation and management of their illiquid investments, including closely-held operating businesses and real estate.
CreativeCap Advisors is a marketing and investor relations consultancy with extensive knowledge and expertise on the investment management industry. The firm works extensively with newly launched funds to more established managers in helping to solidify their market position and attract new capital. The breadth of service offerings is a testament to the firm’s 360° approach to marketing and investor relations. It is complimented by a dedicated team who are focused on bringing their clients’ business to the next level. The firm takes a holistic approach to reviewing each business and generates a cohesive strategy tailored to each specific client. Through our affiliate networks around the world, the firm excels at elevating and positioning each fund in becoming the most attractive to varying types of capital. CreativeCap Advisors at the core is a business designed to assist and integrate with investment management firms by working alongside C-level executives who are seeking to further expand their business.
Contact For More Information: Tyra Jeffries, Founder + CEO | tyra.jeffries@creativecapadvisors.com
MWW Expertise: Financial Communications: Creating a Superior "Financial Brand"MWWPR
Financial Communications. It is critical for maximizing shareholder value and achieving visibility in today’s competitive markets. It requires not only financial transparency, but also a clear and consistent message to increase investor awareness. MWW’s customized approach provides the services that will enhance management credibility, attract additional investor interest and maximize valuation.
10 Leaders Transforming the Real Estate Industry, 2023.pdfInsightsSuccess4
Hessam Nadji, President and CEO of Marcus & Millichap, is one of those visionaries who embraces change and innovation, continuing to shape the future of the commercial real estate sector.
Liberty & Co Communications is a strategic communications consultancy dedicated to elevating both brands and executives. Here's an overview of our philosophy, services, values and kudos!
Company Intro of Proactive M&A, a partnership of senior alumni of global top tier strategy consulting firms (such as BCG, A.T. Kearney) and of the Big Four.
In 2013, as a result of successful projects the „Attracting capital” business unit of the Proactive Group has grown into an independent affiliate under the name Proactive M&A.
Leveraging the synergy between PM&A and other member of the Proactive Group we offer full range of services to our Clients in all phases of the M&A process.
Buy-side: We support our Clients from development of growth strategy until purchasing the company fit best to their strategic objectives.
Sell-side: As coordinating the preparation and the negotiation process we support our Clients to reach the highest selling price possible.
With presence in many countries worldwide (including Switzerland, Serbia, Germany, France, Romania) we are able to support multinational M&A activities and expansions to foreign markets as well.
In case we may be assistance or you have found our Intro interesting, please do not hesitate to contact us.
The slides from an evening hosted by Sancus at the Churchill War Rooms, London.
Andy Whelan (CEO, Sancus BMS Group) opened the evening with a presentation about the history and current position of the Group. This was followed by a panel discussion about the evolution of funding, hosted by Andy Davis and with panellists, Caroline Langron (MD, Sancus Finance), Jake Wombwell-Povey (CEO, Goji) and Graham Martin (CIP, Bond Mason).
FischTank Marketing and PR - Solutions for Public CompaniesEric Fischgrund
FischTank Marketing and PR, led by Eric Fischgrund, provides a range of marketing and communications solutions for publicly held companies. This includes generating top tier media coverage, digital media implementation, e-mail marketing execution, and more.
MSL Hong Kong is part of MSLGROUP, the speciality communications, PR and events network of Publicis Groupe. This deck showcases MSL Hong Kong's credentials in the context of MSLGROUP's global offering.
FischTank PR is a full-service communications and marketing firm serving clients spanning various industries, including but not limited to cleantech and sustainability, healthcare and biotech, B2B and emerging technologies, real estate and professional services. Incorporating an integrated strategy consisting of media relations, content writing, corporate communications, SEO/ORM, digital/social media, copywriting, and outbound marketing, FischTank helps clients amplify their message with results that impact their bottom line. In 2021 and 2022, FischTank was named to the Inc. 5000 by Inc. Magazine as one of the fastest growing companies in America
In 2021, FischTank implemented a number of changes designed to enhance its culture and foster a positive work life balance. The firm recently introduced a hybrid 4-day work week, where team members rotate having every other Friday off. FischTank understands that mental health and work life balance are necessary for individuals to be happy and efficient and will continue to implement new approaches as the agency grows and evolves.
CreativeCap Advisors is a marketing and investor relations consultancy with extensive knowledge and expertise on the investment management industry. The firm works extensively with newly launched funds to more established managers in helping to solidify their market position and attract new capital. The breadth of service offerings is a testament to the firm’s 360° approach to marketing and investor relations. It is complimented by a dedicated team who are focused on bringing their clients’ business to the next level. The firm takes a holistic approach to reviewing each business and generates a cohesive strategy tailored to each specific client. Through our affiliate networks around the world, the firm excels at elevating and positioning each fund in becoming the most attractive to varying types of capital. CreativeCap Advisors at the core is a business designed to assist and integrate with investment management firms by working alongside C-level executives who are seeking to further expand their business.
Contact For More Information: Tyra Jeffries, Founder + CEO | tyra.jeffries@creativecapadvisors.com
MWW Expertise: Financial Communications: Creating a Superior "Financial Brand"MWWPR
Financial Communications. It is critical for maximizing shareholder value and achieving visibility in today’s competitive markets. It requires not only financial transparency, but also a clear and consistent message to increase investor awareness. MWW’s customized approach provides the services that will enhance management credibility, attract additional investor interest and maximize valuation.
10 Leaders Transforming the Real Estate Industry, 2023.pdfInsightsSuccess4
Hessam Nadji, President and CEO of Marcus & Millichap, is one of those visionaries who embraces change and innovation, continuing to shape the future of the commercial real estate sector.
Liberty & Co Communications is a strategic communications consultancy dedicated to elevating both brands and executives. Here's an overview of our philosophy, services, values and kudos!
Company Intro of Proactive M&A, a partnership of senior alumni of global top tier strategy consulting firms (such as BCG, A.T. Kearney) and of the Big Four.
In 2013, as a result of successful projects the „Attracting capital” business unit of the Proactive Group has grown into an independent affiliate under the name Proactive M&A.
Leveraging the synergy between PM&A and other member of the Proactive Group we offer full range of services to our Clients in all phases of the M&A process.
Buy-side: We support our Clients from development of growth strategy until purchasing the company fit best to their strategic objectives.
Sell-side: As coordinating the preparation and the negotiation process we support our Clients to reach the highest selling price possible.
With presence in many countries worldwide (including Switzerland, Serbia, Germany, France, Romania) we are able to support multinational M&A activities and expansions to foreign markets as well.
In case we may be assistance or you have found our Intro interesting, please do not hesitate to contact us.
The slides from an evening hosted by Sancus at the Churchill War Rooms, London.
Andy Whelan (CEO, Sancus BMS Group) opened the evening with a presentation about the history and current position of the Group. This was followed by a panel discussion about the evolution of funding, hosted by Andy Davis and with panellists, Caroline Langron (MD, Sancus Finance), Jake Wombwell-Povey (CEO, Goji) and Graham Martin (CIP, Bond Mason).
FischTank Marketing and PR - Solutions for Public CompaniesEric Fischgrund
FischTank Marketing and PR, led by Eric Fischgrund, provides a range of marketing and communications solutions for publicly held companies. This includes generating top tier media coverage, digital media implementation, e-mail marketing execution, and more.
MSL Hong Kong is part of MSLGROUP, the speciality communications, PR and events network of Publicis Groupe. This deck showcases MSL Hong Kong's credentials in the context of MSLGROUP's global offering.
FischTank PR is a full-service communications and marketing firm serving clients spanning various industries, including but not limited to cleantech and sustainability, healthcare and biotech, B2B and emerging technologies, real estate and professional services. Incorporating an integrated strategy consisting of media relations, content writing, corporate communications, SEO/ORM, digital/social media, copywriting, and outbound marketing, FischTank helps clients amplify their message with results that impact their bottom line. In 2021 and 2022, FischTank was named to the Inc. 5000 by Inc. Magazine as one of the fastest growing companies in America
In 2021, FischTank implemented a number of changes designed to enhance its culture and foster a positive work life balance. The firm recently introduced a hybrid 4-day work week, where team members rotate having every other Friday off. FischTank understands that mental health and work life balance are necessary for individuals to be happy and efficient and will continue to implement new approaches as the agency grows and evolves.
The E-Way Bill revolutionizes logistics by digitizing the documentation of goods transport, ensuring transparency, tax compliance, and streamlined processes. This mandatory, electronic system reduces delays, enhances accountability, and combats tax evasion, benefiting businesses and authorities alike. Embrace the E-Way Bill for efficient, reliable transportation operations.
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World economy charts case study presented by a Big 4
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World economy charts case study presented by a Big 4
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MUTUAL FUNDS (ICICI Prudential Mutual Fund) BY JAMES RODRIGUESWilliamRodrigues148
Mutual funds are investment vehicles that pool money from multiple investors to purchase a diversified portfolio of stocks, bonds, or other securities. They are managed by professional portfolio managers or investment companies who make investment decisions on behalf of the fund's investors.
Osisko Gold Royalties Ltd - Corporate Presentation, June 2024
MBS Value Credentials
1. New York
São Paulo
London
Credentials
commitment
expertise
results
2. Overview
Capital markets advisory firm dedicated to optimizing total shareholder
return
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 with office in São Paulo
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
2
3. Experienced, Business-savvy Leadership
Lynn Morgen Fabiane Goldstein
■ Founded Morgen-Walke, largest independent IR firm Co-founder of MBS in Brazil
when sold in 2000 18-year career in corporate and financial communications
■ Strategic Communications Expertise Specialized in the Brazilian capital markets
■ Group VP of STMicroelectronics: 2000-2005 Former Director at leading IR consultancy in Brazil
■ Institutional sales background Languages: Portuguese & English
■ B.A. CCNY/Language: French
Betsy Brod Farrell Kramer
■ Nearly 25 years of media/corporate communications
■ 25 years of Investor Relations and experience
Wall Street-related experience
■ Corporate positioning, financial communications, transaction,
■ Partner of Morgen-Walke Associates crisis, executive communications
■ Broad range of industry expertise ■ Award-winning journalist, Investigative & financial writer at
■ MBA New York University Associated Press and Investor’s Business Daily
■ Broad range of industry expertise
■ Master’s in Journalism from Northwestern University
Monique Skruzny ■ Language: Japanese
■ 20 years in corporate finance/capital raising
■ COO, CFO, Business Development positions
■ Communications/IR executive
■ MBA Wharton
■ Languages: Spanish & Portuguese
3
4. Our Differentiators
Combine experience and reputation of a leading
international IR firm with the partner-level attention of a
boutique advisory
Over 20 years advising Brazilian and Latin American
public and private companies
Adhere
to 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
4
7. Investor Messaging & Positioning
“MBS Value Partners…
… has been instrumental in developing and refining the … led the team that developed and implemented our
presentation of our investment case to the financial best practices in financial communications As a
markets. They understand the messages we want to leading Europe-headquartered technology company
communicate and what the investment and media actively traded on three major stock exchanges, we
communities expect in terms of information disclosure required sophisticated strategic messaging that
and content. Their expertise has been invaluable in resonated with global investors, journalists and
producing our Annual Report and other presentational stakeholders.”
materials.” Pasquale Pistorio,
Mark Opzoomer Honorary Chairman and former CEO,
CEO, Rambler Media STMicroelectronics
7
8. Sell-Side and Buy-Side Analysis & Targeting
“MBS Value Partners…
…organized all of our investor marketing activities …gives us solid and actionable advice. They are
across the UK, Scandinavia, Continental Europe and excellent at fully understanding the issues from
North America. They have always done an excellent job multiple vantage points and combining their
in ensuring that our key stakeholders are kept up-to- experience, research resources and knowledge of
date and also in targeting new potential investors with a investor expectations to provide management with a
real interest in our company through 1:1’s and clear, concise point of view. As a result, we were
attendance at key conferences. And the roadshows better able to effectively communicate with
always run very smoothly!” shareholders and deliver messages that were aligned
Keith Russell, with investor requirements.”
CEO, Transcom Worldwide SA (’03-’09) John Brennan,
CEO, ICT Group
8
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 have much to be proud of as I rank been an important objective of our investor relations
you as the best IR department that I have worked with. program. Working with MBS, we have succeeded in
This is quite an achievement given that you have other more than tripling our analyst sponsorship in three
clients as well.” years.”
Sell Side Analyst, Sudhakar Kesavan,
Deutsche Bank Chairman & CEO, ICF International
9
10. Research, Analysis & Benchmarking
“MBS Value Partners…
…has a deep understanding of our business and the
markets in which we operate. Their analysis, advice and …has long-standing relationships with investors. This
support are invaluable in enabling us to address the sets them apart from many of their competitors and
opportunities and challenges that arise in our ongoing allows them to bring relevant investment ideas to both
disclosure and dialogue with the capital markets. They the sell-side and buy-side and to gain first-hand,
play a very active role in helping management to objective feedback for their clients.”
prepare and present specific messages to our
stakeholders.” David Marcus,
Masha Eliseeva, CEO, Evermore Global Advisors
Investor Relations Director, Comstar-UTS
10
11. Media to Support the Corporate & Investor Brand
“MBS Value Partners…
…has secured excellent coverage in a wide variety of …gained broad media coverage for Tenda that
media publications that have enhanced our reinforced our investment story and gave us brand
international profile within the investment community recognition in the marketplace. We gained first mover
over the years. 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
11
12. High-Value U.S. & European Media Coverage
for Our Brazilian/Latin American Clients
“Gafisa: Building Homes for a Bright “How Big Was Demand for the Arcos
Future in Brazil” Dorados IPO”
–CNBC, April 17, 2011
– World Finance Magazine, March 2010
“Brazil Housing Market Booming 'Til 2017” “Boost for Brazil’s Golden Arches”
– Forbes, December 14, 2011 – Financial Times, April 18, 2011
“Brazilian Homebuilder Turning Itself
“McDonald’s largest franchisee prices IPO”
Around”
– Forbes, April 17, 2011
– Investors Business Daily, February 25, 2010
“Gafisa Appealing to Foreign Investors “Meanwhile, Down South. Latin American
Ahead of Board Vote” stocks are on a a (mostly unnoticed) tear”
– Bloomberg, May 4, 2012 – Smart Money, June 2012
“Brazil Software Firm TOTVS Seeks Acquisitions in Latin America”
– The Wall Street Journal, June 21, 2012
“TOTVS Focused on Eventual NY Debut” “Brazil’s TOTVS Plans to List Shares in U.S. by 2015”
– LatinFinance, June 25, 2012 – Bloomberg, June 21, 2012
12
13. Event Organization
“MBS’ strategic approach allows it to make contributions
“By working with MBS/Ricca, we were able to create that go well beyond handling the usual logistical
and support Magazine Luiza’s investment brand for its challenges of a roadshow and listing. They bring an
IPO on the Brazilian Bovespa exchange and effectively independent, international perspective that informs our
extend our reach to key financial markets in the U.S. communications and keeps management current on the
and Europe.” dynamics within the broader investment community. At
the time of our NYSE listing jubilant expectations for the
Marcelo Silva, homebuilding market in Brazil contrasted with the
CEO, Magazine Luiza S.A. prevailing housing sentiment in the U.S. MBS pointed this
out and assisted us to adjust our message and better
anticipate the concerns of North American investors.“
Wilson Amaral,
Former CEO, Gafisa, S.A.
13
14. Transaction & Corporate Communications
Strategy & 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 International Cellular (‘98-’09) Chairman & CEO, NCI Building Systems, Inc.
14
15. IR Solutions & Retail Programs
“Q4 did an amazing job on TVI's website. Their technology
and customer service are exemplary. I can rely on them to Annual/sustainability reports, with creativity and
provide feedback and constructive suggestions to ensure quality content to tell your story, and a team
my website has all the tools necessary to provide easy specialized in GRI – Global Reporting Initiative
access to all our information. It’s important to me that my
shareholders have easy access to everything they need to Technical translations with an in-house, native
make an informed investment decision. It’s always a English and Portuguese team that is experienced
pleasure to work with such a professional, savvy, creative in the financial and capital markets
team.”
Rhonda Bennetto,
Exec. Director IR, TVI Pacific Mining in the Philippines
15
16. 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
17. 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
18. Contact Us
New York São Paulo
424 Madison Ave., Suite 400 Alameda dos Jurupis, 657, sala 13
New York, NY 10017 Moema, Sao Paulo 04088-002
+1.212.750.5800 Tel +55 11 98103.0201 Tel
+1.212.661.2268 Fax
Monique Skruzny Fabiane Goldstein
monique.skruzny@mbsvalue.com fabiane.gold@mbsvalue.com
www.mbsvalue.com
18