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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
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
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
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
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.
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
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
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