arkios italy company profile
TRANSCRIPT
ArkiosWhere Finance meets Corporate Strategy
Milan, London
Zurich, Houston, Tel Aviv, Berlin, Shanghai, Singapore, Stockholm, Amsterdam, Brussels, Melbourne
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
Arkios Italy
Index
1. Arkios Italy
2. Management Team
3. Track Record
1. Arkios Italy
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
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
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
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
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
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
2. Management Team
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.
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.
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.
3. Track Record
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%)
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%
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
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
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
Arkios Italy
Contacts
Arkios Italy
For Further Information:
Paolo Cirani Paolo Pescetto
Partner CEO
+39 335.68.40.737 +39 334.66.54..116
www.arkios.it
www.arkios.co.uk
www.arkios.it
www.arkios.co.uk