arkios italy company profile

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Arkios Where Finance meets Corporate Strategy Milan, London Zurich, Houston, Tel Aviv, Berlin, Shanghai, Singapore, Stockholm, Amsterdam, Brussels, Melbourne

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Page 1: Arkios Italy Company Profile

ArkiosWhere Finance meets Corporate Strategy

Milan, London

Zurich, Houston, Tel Aviv, Berlin, Shanghai, Singapore, Stockholm, Amsterdam, Brussels, Melbourne

Page 2: Arkios Italy Company Profile

Industry Focused, Trusted & Independent

Arkios Italy is a small Investment Bank and Management Consulting boutique specialised inproviding M&A advisory services, strategy consultancy and raising capital to middle-size companiesWith distinctive competencies in corporate finance and strategic

consultancy

Partner of Arkios Ltd. network, member of the London Stock Exchange and regulated by the Financial Services Authority

Page 3: Arkios Italy Company Profile

Arkios Italy

Index

1. Arkios Italy

2. Management Team

3. Track Record

Page 4: Arkios Italy Company Profile

1. Arkios Italy

Page 5: Arkios Italy Company Profile

Arkios Italy

1. Arkios Italy

Arkios Italy is a young and dynamic Investment Bank and Independent Advisor specialized on Consultancy services for M&A operations

Born to support Small and Medium (SME) size companies for searching investors and raising equity capital.

Strongly focused on the ‘industrial’ aspects of the deal and with high knowledge about Financial strategy

Arkios Italy is part of the Network of Arkios Ltd, a Member of The London Stock Exchange

Arkios Italy is a small Investment Bank & Advisor, besides being a Management Consulting Boutique, specialised in

in providing M&A advisory services, strategy consultancy and raising capital to middle-size companies

Arkios Italy works both on the “Buy-side” and the “Sell-side” as Advisor.

Arkios Italy acts as ‘preferred’ and with long term relationships with the main PE funds operating with small and

medium enterprises, both Italian and foreign.

Our focus is to give full corporate advice to small and medium enterprises, listed and not listed, developing

strategies to get the most value from deals

Our Partners has a consolidated know-how in M&A deals, Corporate Finance, raising of equity capital, extraordinary

financial operations and strategic consultancy, other than in administration and legal assistance

Arkios Italy works in collaboration with Professors of Milan Polytechnic University, and MIP (Milan Polytechnic School

of Management)

Arkios Italy is part of the Network which includes branches and partners in: Italy, Switzerland, Sweden, Germany,

Belgium, US, Canada, Israel, Australia and China

Page 6: Arkios Italy Company Profile

Arkios Italy

1. Arkios ItalyFocus on the ‘industrial’ value of the Customer

Arkios Italy pay great

attention to the

industrial value and

uniqueness of their

Costumers.

Arkios Italy

understands, creates,

shows and

communicates to

selected investors the

structure of the

Operation in order to

maximize the value:

for the company and

the entrepreneur.

• Assistance, structure and development of M&A operations

• Research of Financial Investors (Private Equity Funds, investments Holdings, Business Angels)

• Selection of Strategic Investors (players with synergies, multinationals enterprises, etc.)

• Business Due Diligence and Business Plan development support

• Target Identification and Screening – Firm valuation

• Development of a sale/acquisition strategy

• Negotiation support

• Legal, tax planning, administrative support

Page 7: Arkios Italy Company Profile

Arkios Italy

• Research of Financial Investors

- Research, Identification - along with Costumers- of the investors who can grant the maximum result for shareholders’

value, as either Financial Investors or Industrial Players of the sector or with synergies in that sector

• Assistance and M&A operations development

- Development – along with Costumers- of an effective and real strategy of M&A. Definition of how to maximise the enterprise value and how to structure of the operation, focusing on an adequate M&A strategy.

• Business Due Diligence and Business Plan Development

- Creation and prearrangement of all the information which are necessary to support the deal

- Economical, Financial, Strategic analysis, together with market positioning analysis and a sound business plan definition

- Identification of the Investment Rationales and strengths & weaknesses of the operation

• Development of a sale/acquisition strategy

- Development – along with Costumers- of a sale/acquisition strategy until the conclusion of the Deal.

• Support to the Negotiation- Legal, Tax and Administration

- Constant support during the whole negotiation process coordinating with the external due diligence. Legal, Fiscal, Administrative consultant are coordinating among them

1. Arkios ItalyFocus on the ‘industrial’ value of the Customer

Page 8: Arkios Italy Company Profile

Arkios Italy

1. Arkios ItalyTeam’s Track Record

Arkios Partners have a consolidated experience in M&A and financial operation

They have assisted and closed Large Deals either for small and middle size enterprises or for Top Groups that are listed on the Stock Exchange

We distinguish for our particular attention to the industrial value of (financial) operations, a strong human relationships and the deep understanding of the strategic goals of the firm and Costumers’yearnings

Page 9: Arkios Italy Company Profile

Arkios Italy

1. Arkios ItalyOur Offices

Arkios can boast a strong international presence, with a network of offices in 12 countries, in Europe, Asia and America.

Milan

London

HoustonShanghai

Zurich

Tel Aviv

Berlin

Stockholm; Amsterdam, Brussels

Melbourne

Singapore

• Milan

• London

• Zurich

• Houston

• Tel Aviv

• Berlin

• Shanghai

• Singapore

• Stockholm

• Amsterdam

• Brussels

• Melbourne

Page 10: Arkios Italy Company Profile

Arkios Italy

CLIENTCLIENT

1. Arkios ItalyThe Role and Support of an Advisor

NegotiationNegotiation

DocumentationDocumentation

Contacts with Counter-parts Contacts with Counter-parts

Management of ProcessManagement of Process

� Control of timing and respect of the the entire process

� Management of all the parts involved in the process (e.g.

chartered accountant, lawyers, etc.)

Ongoing assistance at

every stage of the process

Ongoing assistance at

every stage of the process

Structuring of the Operation Structuring of the Operation

� Price

� Investment Contract

� Shareholder agreements

� Put&Call Options

� Definition of best financial structure

for the Transaction

� Preliminary Evaluation

� “Value Driver” definition

� Preliminary inquiry & Selection

of potential Investors

� Management of the entire relationship with counter parts

� Pre Due Diligence

� Blind Profile, Teaser

� Information memorandum

� Preparation to Due Diligence

� Management presentation

� Press release

Arkios

Page 11: Arkios Italy Company Profile

2. Management Team

Page 12: Arkios Italy Company Profile

Arkios Italy

2.Management TeamPaolo Pescetto

Paolo PescettoCEO & Founder

University Professor of Business Strategy at MIP (Milan Polytechnic School of Management) and at Genoa University, with vertical focus on Luxury, Retail, ICT and Mobile VAS.

More than 15 years of experience in Strategy Consulting, mainly with The Boston Consulting Group and

with Value Partners (Italian spin-off of McKinsey), with a consolidated experience in Private Equity.

Assisted to several deals, acting on behalf of the major Italian and European Private equity Funds.

Among them the acquisition of MAC (value of the operation € 130 mln), Castaldi Illuminazione (€ 22

mln), Audionova (€ 18 mln).

Exclusive advisor for Evolution Investments S.p.A, a Milan based luxury holding with investments in

France and Italy.

Previously CEO of a medium size firm, he has been working along with Entrepreneurs, supporting them

during the most important strategic choices, from the research of investors/partners to the achievement

of complex corporate operations.

Paolo has a solid experience in corporate deals, and he deals with – for many SME – restructurings aimed

at searching investors and to maximise the enterprise value for the Owners.

Graduated in Business Economics at Bocconi University, he also works as chartered accountant and auditor, being auditor at important enterprises.

Page 13: Arkios Italy Company Profile

Arkios Italy

2.Management TeamPaolo Cirani

Paolo CiraniPartner & Founder

Paolo boasts more than 10 years experience in Strategic Consulting (Gemini Consulting e Ernst &

Young), and he has subsequently covered relevant management roles in different Groups, as Business

Development manager.

On behalf of Seat Pagine Gialle Group (PG.MI), with the task of developing and relaunching the Direct

Marketing Division, dealt with the acquisition of the listed Consodata S.A. (now belonging to the Acxiom

Corporation: NASDAQ: ACXM – value of the operation € 450 million), and the acquisition of several other

companies.

He assisted to several M&A operations, either within the Seat PG Group, or as Advisor of several Private

Equity Funds. This from acquisition, selection of targets, due diligence management, until negotiation

and conclusion of deals

He also covered the CEO role of a service company

He has been working along with entrepreneurs for years, supporting them during the most important

strategic choices, from the research of investors/partners to complex corporate operations. He is

particular mindful of Entrepreneurs’ needs and the ‘industrial value’ of the operations.

Business Degree, studied in Italy and Holland.

Page 14: Arkios Italy Company Profile

Arkios Italy

2.Management TeamAlberto Della Ricca

Alberto Della Ricca

Principle

Graduated in Business Economics at the Bocconi University, started working for Interbanca in 2000,

where he worked until 2010. He participated in several Corporate Finance operations/transactions.

Among them the IPO of Acegas, Banca Antonveneta, Sorin and Terni Energia and rise of capital of

Antonveneta Bank, Fin.part, Intek, Snia and Tecnodiffusione.

During years he assisted several companies among them SicurGlobal, Retelit (in particular during the

“tentative” of acquisition of Metroweb, the fiber optic of Milan, hold by AEM), Valvitalia, LPE, Volare

Group and Olidata.

Previous experiences at the Banca Agricola Milanese (BPM Group), and at Gestnord Intermediation SIM.

Page 15: Arkios Italy Company Profile

3. Track Record

Page 16: Arkios Italy Company Profile

Arkios Italy

3. Track Record Arkios Italy2010-2009

Luxury rigid-hulled boats and

crafts (55’ – 62’)

Sales = 6 Mln Euro

December 2010

Early childhood Retail Chain

Sale 2010 = 30 Mln Euro

Quadrivio SGR acquired 51% of shares, through rise of capital

Arkios Italy Advisor of the Seller

April 2010

Club Deal

Arkios Italy Advisor of the Seller

Rise of capital of 1.2 Mln €by a Group of Investors

November 2009

Advertising – New MediaSales 2010 = 12 Mln Euro

Equilybra acquires 20% with the investment of 4 Mln €

Arkios Italy Advisor of the Seller

July 2009

Private Investor

Arkios Italy Advisor of the Seller

High quality kitchen production Sales 2008 = 15 Mln Euro

A private Investor acquired 70% of the shares (subsequently 30%)

Page 17: Arkios Italy Company Profile

Arkios Italy

2008 – 2009

Rizzi Petroli & Asset Boffalora/Pisa

3. Track Record Arkios Italy2009-2008

Oil DistributionSales 2009 = 80 Mln €

Goil Petroli Inc. acquired the following firms and costal storage areas

Arkios Italy Advisor of the Buyer

June 2009

Arkios Italy Advisor of the Buyer

Acquisition 100%

Specialized publisher

June 2009

Evolution Investments financed the Start-Up

Arkios Italy Advisor of the Buyer

Alternative Energies

June 2008

Arkios Italy Advisor of Buyer

French historical brand of high quality perfumes

Acquisition 100%

Page 18: Arkios Italy Company Profile

Arkios Italy

3. Track RecordManagement Team Arkios (1/2)

Seller Buyer Deal

Seat PG. Acquires 100% of

Consodata through OPA

Value of Deal = € 450 Mln

Auction sale for buying 100%.

Equity capital worth € 130 Mln

Hal Investments -> Audionova

Group

Value of Deal = € 18 Mln

Invest Industrial acquires 80% of

Castaldi Illuminazione. Value of

Deal = € 18 Mln

Consodata acquires 100%

Pubblibaby SpA from shareholders

Auction sale for 100% of Buffetti

Group. Offer = € 73

Mln

Seller Buyer Deal

IPO,Value = € 1 Bln. Business Due

Diligence. Partner: Mediobanca

and Lazard

Acquisition of 100% of Domino

Research

Acquisition 100% DWI

Rise of capital:

Financial Advisor and Sponsor

Rise of capital:

Financial Advisor and Sponsor

Rise of capital:

Financial Advisor and Sponsor

Page 19: Arkios Italy Company Profile

Arkios Italy

3. Track RecordManagement Team Arkios –(2/2)

Seller Buyer Deal

Rise of capital:

Financial Advisor and Sponsor

Rise of capital:

Financial Advisor and Sponsor

Acquisit ion 100% of PharmaSoft

Acquisit ion 100% of Finanza &

Gestione

IPO: Global Coordinator and

Listing Partner

Seller Buyer Deal

IPO: Financial advisor and

Sponsor

IPO: Financial advisor and

Sponsor

IPO: Financial advisor

IPO: Global Coordinator and

Sponsor

Page 20: Arkios Italy Company Profile

Arkios Italy

4,000,000 Shares

Initial Public Offer on Expandi

Global Coordinator and Listing Partner

2008

Initial Public Offer on MTA

Financial advisor and Sponsor

2006

Initial Public Offer on MTA

Financial advisor and Sponsor

2004v

Initial Public Offer on MTA

Financial advisor

2002

14,889,000 SharesInitial Public Offer on MTA

Global Coordinator and Sponsor

2001

3. Track RecordManagement Team Arkios – IPO

Page 21: Arkios Italy Company Profile

Arkios Italy

Contacts

Arkios Italy

For Further Information:

Paolo Cirani Paolo Pescetto

Partner CEO

+39 335.68.40.737 +39 334.66.54..116

[email protected]

www.arkios.it

www.arkios.co.uk

[email protected]

www.arkios.it

www.arkios.co.uk