8
Sydvestor AS Sydvestor AS Asset Management – Private Equity – Project Finance - Asset Management – Private Equity – Project Finance - Corporate Finance Corporate Finance June 2011 June 2011 14.06.22 Corporate Presentation - Sydvestor AS

Sydvestor AS Asset Management – Private Equity – Project Finance - Corporate Finance June 2011 23.08.2015Corporate Presentation - Sydvestor AS

Embed Size (px)

Citation preview

Page 1: Sydvestor AS Asset Management – Private Equity – Project Finance - Corporate Finance June 2011 23.08.2015Corporate Presentation - Sydvestor AS

Sydvestor ASSydvestor ASAsset Management – Private Equity – Project Finance - Corporate Finance Asset Management – Private Equity – Project Finance - Corporate Finance

June 2011June 2011

19.04.23 Corporate Presentation - Sydvestor AS

Page 2: Sydvestor AS Asset Management – Private Equity – Project Finance - Corporate Finance June 2011 23.08.2015Corporate Presentation - Sydvestor AS

Sydvestor AS

19.04.23 2

SECURITIES & BONDS

Invests in securities in listed companies and in bonds.Investment criteria: • Solidity• Cash flow• Profitability• Growth• Market share• Share pricing • Leadership

EQUITY INVESTMENTS

Equity investments in corporations in the region of M&R/Norway.Long-term investment horizon.

INVESTMENT INPROJECTS

Syndication, debt placement and management of shipping and real estate project.

 

FINANCIAL ADVISORY SERVICES INCL.: - Corporate and business valuations- Private placements- M&A- Public offering- Dept placement- Mergers and acquisitions- Divestments - Financial restructuring

Corporate Presentation - Sydvestor AS

Page 3: Sydvestor AS Asset Management – Private Equity – Project Finance - Corporate Finance June 2011 23.08.2015Corporate Presentation - Sydvestor AS

Sydvestor AS

19.04.23 3

Sydvestor was incorporated in 1998 Sydvestor is an investment bank

headquartered in Ulsteinvik, Norway, licensed and supervised by the Norwegian Financial Supervisory Authority ("Finanstilsynet")

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

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.

Corporate Presentation - Sydvestor AS

Page 4: Sydvestor AS Asset Management – Private Equity – Project Finance - Corporate Finance June 2011 23.08.2015Corporate Presentation - Sydvestor AS

Sydvestor Asset Management

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

High performance is secured through allocation and stock picking

Sydvestor Asset Management is and independent business within Sydvestor AS offering investments in securities and bonds

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.

19.04.23 4Corporate Presentation - Sydvestor AS

Page 5: Sydvestor AS Asset Management – Private Equity – Project Finance - Corporate Finance June 2011 23.08.2015Corporate Presentation - Sydvestor AS

Sydvestor Private Equity

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)

19.04.23 5

Sydvestor Private Equity is a business within Sydvestor AS managing Investment Funds

Sydvestor exercises active ownership through board representation.

Corporate Presentation - Sydvestor AS

Sydvestor Vekst AS (Closed ) – 8 years performance – 20% p.a.

   

Page 6: Sydvestor AS Asset Management – Private Equity – Project Finance - Corporate Finance June 2011 23.08.2015Corporate Presentation - Sydvestor AS

Sydvestor Corporate Finance

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

19.04.23 6

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.

Corporate Presentation - Sydvestor AS

Page 7: Sydvestor AS Asset Management – Private Equity – Project Finance - Corporate Finance June 2011 23.08.2015Corporate Presentation - Sydvestor AS

Sydvestor Project Finance

Shiping Projects: 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

Real Estate Projects: We structure and facilitate real estate projects and offers direct investment in the

SPC `s Havblik AS

Finanseiendommen KS

19.04.23 7

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.

Sydvestor take management of investment companies (SPC`s) within realestate and offshore shipping projects. Business involves the responsibility of the owner companies' daily operations, including accounting and reporting.

”Havila Troll”

”Seacor Grant”

Corporate Presentation - Sydvestor AS

Page 8: Sydvestor AS Asset Management – Private Equity – Project Finance - Corporate Finance June 2011 23.08.2015Corporate Presentation - Sydvestor AS

Experienced Profesionals

19.04.23 8

Frede Uldbæk (56) – Managing Partner – Private Equity, Corporate Finance and Project Finance • Experienced executive as CFO from Danish and Norwegian industry• 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• Experienced manager from companies in industry specialized in trade and finance.• Manager of finance from the Ulstein Group before he join Sydvestor AS  in 2003• Board of Director from some companies and sport clubs

Jostein Sætrenes (46) – Partner/Director - Corporate Finance, Project Finance and Private Equity• Experienced executive as CFO from companies within offshore shipping and finance • CEO from ship owning/ship operation and banks• 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• International experienced executive from the maritime industry, management consultancy, real estate and 

tourism • Experienced CEO from ship yards/marine industry• 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

Corporate Presentation - Sydvestor AS