mbs intnl capabilities dec 2012
TRANSCRIPT
Credentials
New York
São Paulo
London
commitment
expertise
results
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Overview
Capital markets advisory firm dedicated to optimizing total shareholder return
Customized programs that are developed & implemented by firms’ principals
Well-established network of investor, analyst & journalist contacts across North America, Europe & Asia
Strategy and implementation of communications programs for retail investors in Latin America with office in São Paulo
Extensive experience across a broad range of industries in North America, Europe & the Emerging Markets
Team of multi-lingual specialists drawn from careers in investment banking, asset management, equity sales, consulting & finance
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Experienced, Business-savvy LeadershipBetsy Brod 25 years of Investor Relations and
Wall Street-related experience Partner of Morgen-Walke Associates Broad range of industry expertise MBA from New York University
Lynn Morgen Founded Morgen-Walke, largest independent IR firm
when sold in 2000 Strategic Communications Expertise Group VP of STMicroelectronics: 2000-2005 Institutional sales background Language: French
Monique Skruzny 20 years in corporate finance/capital raising COO, CFO, Business Development positions Communications/IR executive MBA from Wharton Languages: Spanish & Portuguese
Andrew Best Co-founder of Shared Value Over 15 years’ corporate communications and IR
experience as IRO of Millicom Cellular Former Investment Banker with NatWest Markets & UBS Masters Graduate of Oxford University
Katja Buhrer Capital markets experience at Citigroup Reporter, editor and columnist for Australia’s
largest business and finance newspaper IR for leading Latin American companies BA Commerce , University of New South Wales Languages: German and French
Hugh Collins IR advisory for Latin American companies Financial media experience with Euromoney, Bloomberg and
DailyFinance Masters from Johns Hopkins University Languages: Spanish and Portuguese
Fabiane Goldstein Co-founder of MBS in Brazil 18-year career in corporate and financial communications Specialized in the Brazilian capital markets Former Director at leading IR consultancy in Brazil Languages: Portuguese & English
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Our Differentiators
Combine experience and reputation of a leading international IR firm with the partner-level attention of a boutique advisory
Over 20 years advising Brazilian and Latin American public and private companies
Adhere to a balanced, opportunistic approach to U.S. & European markets
–Leveraging strong reputations to access the two largest pools of investment funds
Provide an integrated team of experienced professionals that take a 360 degree view of issues and solutions
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Investor messaging & positioning
Research, analysis & benchmarking
Sell-side & buy-side analysis, targeting & outreach
Managing expectations & expanding coverage
Event organization
Financial media to support investment thesis
Transaction & corporate communications strategy & execution
IR solutions & retail programs & execution
Services
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Investor Messaging & Positioning“MBS Value Partners…
… led the team that developed and implemented our best practices in financial communications As a leading Europe-headquartered technology company actively traded on three major stock exchanges, we required sophisticated strategic messaging that resonated with global investors, journalists and stakeholders.”
Pasquale Pistorio, Honorary Chairman and former CEO,
STMicroelectronics
… has been instrumental in developing and refining the presentation of our investment case to the financial markets. They understand the messages we want to communicate and what the investment and media communities expect in terms of information disclosure and content. Their expertise has been invaluable in producing our Annual Report and other presentational materials.”
Mark OpzoomerCEO, Rambler Media
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Sell-Side and Buy-Side Analysis & Targeting“MBS Value Partners…
…gives us solid and actionable advice. They are excellent at fully understanding the issues from multiple vantage points and combining their experience, research resources and knowledge of investor expectations to provide management with a clear, concise point of view. As a result, we were better able to effectively communicate with shareholders and deliver messages that were aligned with investor requirements.”
John Brennan, CEO, ICT Group
…organized all of our investor marketing activities across the UK, Scandinavia, Continental Europe and North America. They have always done an excellent job in ensuring that our key stakeholders are kept up-to-date and also in targeting new potential investors with a real interest in our company through 1:1’s and attendance at key conferences. And the roadshows always run very smoothly!”
Keith Russell, CEO, Transcom Worldwide SA (’03-’09)
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Managing Expectations & Expanding Coverage
“Expanding sell-side coverage of our company has been an important objective of our investor relations program. Working with MBS, we have succeeded in more than tripling our analyst sponsorship in three years.”
Sudhakar Kesavan, Chairman & CEO, ICF International
“I just wanted to say thanks for all your help over the past year. You guys have much to be proud of as I rank you as the best IR department that I have worked with. This is quite an achievement given that you have other clients as well.”
Sell Side Analyst, Deutsche Bank
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Research, Analysis & Benchmarking“MBS Value Partners…
…has a deep understanding of our business and the markets in which we operate. Their analysis, advice and support are invaluable in enabling us to address the opportunities and challenges that arise in our ongoing disclosure and dialogue with the capital markets. They play a very active role in helping management to prepare and present specific messages to our stakeholders.”
Masha Eliseeva, Investor Relations Director, Comstar-UTS
…has long-standing relationships with investors. This sets them apart from many of their competitors and allows them to bring relevant investment ideas to both the sell-side and buy-side and to gain first-hand, objective feedback for their clients.”
David Marcus, CEO, Evermore Global Advisors
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Media to Support the Corporate & Investor Brand“MBS Value Partners…
…has secured excellent coverage in a wide variety of media publications that have enhanced our international profile within the investment community over the years. They have been instrumental in regularly placing articles and features in publications such as the Financial Times to support our story as a leading producer and distributor of media content around the globe.”
Nadav Palti, CEO, Dori Media Group
…gained broad media coverage for Tenda that reinforced our investment story and gave us brand recognition in the marketplace. We gained first mover advantage in the media by providing thought leadership on low-income housing trends in Brazil. This international recognition was also motivational for our employees.”
Carlos Trostli, CEO, Tenda
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High-Value U.S. & European Media Coverage for Our Brazilian/Latin American Clients
“Brazil Housing Market Booming 'Til 2017”
– Forbes, December 14, 2011
“Brazilian Homebuilder Turning Itself Around”
– Investors Business Daily, February 25, 2010
“Gafisa Appealing to Foreign Investors Ahead of Board Vote”
– Bloomberg, May 4, 2012
“Gafisa: Building Homes for a Bright Future in Brazil”
– World Finance Magazine, March 2010
“TOTVS Focused on Eventual NY Debut”
– LatinFinance, June 25, 2012
“Brazil’s TOTVS Plans to List Shares in U.S. by 2015”
– Bloomberg, June 21, 2012
“Brazil Software Firm TOTVS Seeks Acquisitions in Latin America”
– The Wall Street Journal, June 21, 2012
“McDonald’s largest franchisee prices IPO”
– Forbes, April 17, 2011
“Meanwhile, Down South. Latin American stocks are on a a (mostly unnoticed) tear”
– Smart Money, June 2012
“Boost for Brazil’s Golden Arches”
– Financial Times, April 18, 2011
“How Big Was Demand for the Arcos Dorados IPO”–CNBC, April 17, 2011
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Event Organization
“MBS’ strategic approach allows it to make contributions that go well beyond handling the usual logistical challenges of a roadshow and listing. They bring an independent, international perspective that informs our communications and keeps management current on the dynamics within the broader investment community. At the time of our NYSE listing jubilant expectations for the homebuilding market in Brazil contrasted with the prevailing housing sentiment in the U.S. MBS pointed this out and assisted us to adjust our message and better anticipate the concerns of North American investors.“
Wilson Amaral, Former CEO, Gafisa, S.A.
“By working with MBS/Ricca, we were able to create and support Magazine Luiza’s investment brand for its IPO on the Brazilian Bovespa exchange and effectively extend our reach to key financial markets in the U.S. and Europe.”
Marcelo Silva, CEO, Magazine Luiza S.A.
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Transaction & Corporate Communications Strategy & Execution
“Having been our consultants prior to the recapitalization process, MBS was able to work effectively with our management team on the communication of our transaction. The Firm’s partners and staff were available 24/7 to assist us in both reaching out and responding to our varied stakeholder constituencies.”
Norman C. Chambers, Chairman & CEO, NCI Building Systems, Inc.
“Shared Value has worked closely and effectively alongside Millicom’s senior management through a number of successful transactions. Firstly through the debt restructuring in 2002 and 2003 and the Strategic Review in 2006, but subsequently through a number of acquisitions and disposals.”
Marc Beuls, CEO, Millicom International Cellular (‘98-’09)
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IR Solutions & Retail Programs
Annual/sustainability reports, with creativity and quality content to tell your story, and a team specialized in GRI – Global Reporting Initiative
Technical translations with an in-house, native English and Portuguese team that is experienced in the financial and capital markets
“Q4 did an amazing job on TVI's website. Their technology and customer service are exemplary. I can rely on them to provide feedback and constructive suggestions to ensure my website has all the tools necessary to provide easy access to all our information. It’s important to me that my shareholders have easy access to everything they need to make an informed investment decision. It’s always a pleasure to work with such a professional, savvy, creative team.”
Rhonda Bennetto, Exec. Director IR, TVI Pacific Mining in the Philippines
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IR Solutions & Retail Programs
Website
IR Website
BlogEmailRSS
Social NetworksUpdate and Monitor
Social MediaPublish and Embed
Simplifying content to expand its understanding to lay (retail) investors
Accessing new audiences using creativity and all available tools, including social media
Applying CRM to investor audiences
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Delivering Results
Commitment:
Senior level direction & involvement
Dedicated & focused team, delivering value
Deep understanding of the Brazilian marketplace
Expertise:
Global experience across a wide range of industries
Financial, capital markets, media & advisory experience
Institutional & retail strategies
Execution excellence
Results:
Recognized investor brand
Reduced cost of capital
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Contact Us
New York
424 Madison Ave., Suite 400New York, NY 10017
+1.212.750.5800 Tel
+1.212.661.2268 Fax
Monique [email protected]
Fabiane [email protected]
São Paulo
Alameda dos Jurupis, 657, sala 13Moema, Sao Paulo 04088-002+55 11 8103.0201 Tel
www.mbsvalue.com