Transcript PowerPoint-presentasjon

Sydvestor AS
Asset Management – Private Equity – Project Finance - Corporate Finance
June 2011
18.07.2015
Corporate Presentation - Sydvestor AS
Sydvestor AS
Sydvestor
Investment Banking
Sydvestor
Asset Management
Sydvestor
Private Equity
SECURITIES & BONDS
EQUITY INVESTMENTS
INVESTMENT IN
PROJECTS
FINANCIAL ADVISORY
SERVICES INCL.:
Invests in securities in listed
companies and in bonds.
Investment criteria:
• Solidity
• Cash flow
• Profitability
• Growth
• Market share
• Share pricing
• Leadership
Equity investments in
corporations in the region of
M&R/Norway.
Long-term investment
horizon.
Syndication, debt
placement and
management of shipping
and real estate project.
- Corporate and business valuations
- Private placements
- M&A
- Public offering
- Dept placement
- Mergers and acquisitions
- Divestments
- Financial restructuring
18.07.2015
Corporate Presentation - Sydvestor AS
Sydvestor
Project Finance
Sydvestor
Corporate Finance
2
Sydvestor AS
 Sydvestor was incorporated in 1998
 Sydvestor is an investment bank
headquartered in Ulsteinvik, Norway, licensed
and supervised by the Norwegian Financial
Supervisory Authority ("Finanstilsynet")
Sydvestor AS is an Investment Bank with a
dedicated team offering a wide range of
services that creates excess returns for
our clients through strong focus on single
markets, industries and companies.
Our services involve individual and
personal attention.
 Our services are marketed towards the
private as well as public sector. Focus areas
are all regional businesses and the
international shipping and maritime industry
 Approx. MNOK 1000 invested capital
(including funds)
 Sydvestor AS is owned by partners and
regional investors/clients (60/40)
 5 employees per January 2011
 Experienced Professionals
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Sydvestor Asset Management
Sydvestor Asset Management is and independent
business within Sydvestor AS offering investments in
securities and bonds
 Our services are marketed towards businesses in
the private and public sector, pension funds,
foundations and wealthy individuals and
companies
 We focus our investments in listed companies
selected out of fundamental analysis. Investment
criteria are financial strength, cash flow, earnings,
growth, market position, stock price and
management
 We are switching focus to bonds when the ratio
between profit and risk in stocks is not attractive
 Our investments are proven to give higher return
compared to the stock index on OSE
Asset Management is a licensed services
where the clients gives Sydvestor authority
to invest in securities and bonds through a
standardized instruction agreement.
The clients will be the owner of the
securities through a separate security
account.
A wealth management agreement must be
of no less than MNOK 5.
 High performance is secured through allocation
and stock picking
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Sydvestor Private Equity
Sydvestor Private Equity is a business within Sydvestor AS managing Investment Funds
Sydvestor Vekst AS (Closed ) – 8 years performance – 20% p.a.
Møre og Romsdal Såkornfond AS
 Is an Investment Fund aiming to create value for its investors through active
ownership in small and medium-sized companies and innovative projects located
in the county of Møre og Romsdal
 The fund was established in 2007
 Capital base of MNOK 165
(Atlantic Cod Farms AS, Norsk Hummer AS, Maritime Partner AS, Norex Industrier AS, Mobitalk AS)
Sydvestor exercises active ownership through board representation.
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Sydvestor Corporate Finance
Sydvestor Corporate Finance is a business within Sydvestor AS with a dedicated team of 3
professionals with extensive industry and transaction experience from offshore, shipping,
industry, tourism, banking and consulting.
Our core areas are offshore shipping, maritime industries and real estate.
Equity Capital Markets (ECM):
 We offer financial advice in all types of equity transactions;
 Private placement,
 M&A
 Public offering and listing (IPO`s)
Debt Capital Markets (DCM):
 We offer consultancy in establishing an optimal capital structure, including restructuring of
debt, debt options and opportunities and creative financial solutions
Mergers, acquisitions, divestments, restructuring and joint ventures (M & A):
 We know the Norwegian business environment and the international business
in our core areas and the players in this business and
the needs they have
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Sydvestor Project Finance
Sydvestor Project Finance is a business within Sydvestor AS which organize, facilitates and
raise capital of shipping and real estate projects.
Sydvestor`s services include syndication and project financing.
Shiping Projects:
”Havila Troll”
 We arrange and syndicate shipping projects
 Sydvestor Shipinvest AS is an investment company which
takes controlling positions in ship projects ( portefolio ) :
 MV Havila Troll
 MV Seacor Grant
”Seacor Grant”
Real Estate Projects:
 We structure and facilitate real estate projects and offers
direct investment in the SPC `s
 Havblik AS
 Finanseiendommen KS
Sydvestor take management of investment companies (SPC`s) within real
estate and offshore shipping projects. Business involves the
responsibility of the owner companies' daily operations,
including accounting and reporting.
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Experienced Profesionals
Frede Uldbæk (56) – Managing Partner – Private Equity, Corporate Finance and Project Finance
•
Experienced executive as CFO from Danish and Norwegian industry
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Experienced Director of Boards in corporations within the maritime industry, ship owning and ship operation of
deep sea fishing and offshore service vessels, hotels and investment companies.
•
Founder of Sydvestor AS – 1998
Sigvald Skeide (43) – Partner/Director – Asset Management
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Experienced manager from companies in industry specialized in trade and finance.
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Manager of finance from the Ulstein Group before he join Sydvestor AS in 2003
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Board of Director from some companies and sport clubs
Jostein Sætrenes (46) – Partner/Director - Corporate Finance, Project Finance and Private Equity
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Experienced executive as CFO from companies within offshore shipping and finance
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CEO from ship owning/ship operation and banks
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Director of Boards in shipping companies, ship yards, financing institutions in Norway and abroad
Steinar Kulen (57) – Partner/Director - Corporate Finance, Project Finance and Private Equity
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International experienced executive from the maritime industry, management consultancy, real estate and
tourism
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Experienced CEO from ship yards/marine industry
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Experienced International as well as Norwegian Director of Boards in corporation within the maritime industry,
shipping, management consultancy, financing institutions, real estate, hotel and tourism,
Vigdis Garnes – Office Manager
•
Experience from back office functions in major maritime players
finance departments
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