Acquisition and Management of SME Companies. Company Presentation - Trigon Equity Partners GmbH

Transcription

1 Acquisition and Management of SME Companies Company Presentation - Trigon Equity Partners GmbH

2 Executive Summary Trigon Equity Partners is a Private Equity company with a strong focus on turnaround and insolvency situations Model Focus Acquisition of small and medium enterprises ( Mittelstand ) Active hands-on management approach Deal-by-Deal investing model based on a capital commitment structure Majority investments into companies with revenues between EUR 10mn and EUR 150mn Established business models a minimum 5 year track record Country focus on Germany, Austria and Switzerland Focus on special situations (turnaround, insolvency, restructuring) Timing Track Record Manager Management problems must be clearly identifiable and able to be resolved in a foreseeable time period by a clear quantifiable approach Special situation reasons should not be determined through exogenous factors (market regulation, etc.) Strong expertise in Business Management, Restructuring, Private Equity, Corporate Finance and M&A Acqusition of two further portfolio companies in 2012 Established and structured purchase and sale processes Stefan Fischer Christoph D. Kauter Matthias C. Wimmer 1

3 Investment Focus Details Restructuring, turnaround and insolvency situations Germany, Austria and Switzerland Companies with at least 5 years of history Companies with a turnover starting at EUR 10 mn up to EUR 150 mn Industry focus: Commerce, Industry, IT and Service Value-Chain, core competences, USP and brand positioning clearly discernible, deducible Companies with growth- and value improvement potential Holding period during the development of the company flexible (average 5 years) and depending on: Individual development of the company Market surrounding Reasons for growth barriers or restructuring requirements are not influenced by exogenous factors 2

4 Focus Experience Record Investment Team Stefan Fischer Barclays Capital, Head Distribution Germany/Austria, Managing Director Credit Suisse First Boston, Fixed Income Head Institutional Sales Germany/ Austria Morgan Stanley, Fixed Income Head Fund Sales Germany/ Austria Senior Sales Salomon Brothers / ABN Amro Diplom Kaufmann, University of Cologne Internships at ESADE Barcelona and Pennsylvania State University, USA 20 years of experience in Investment Banking Top management and headcount responsibility Long lasting relationships to Institutional Investors, Funds, Banks, Insurance Companies Expertise in Interest Rate-, Credit-, ABSand Leveraged Finance products Public and Private Equity Investor Investment Management Business Development Deal Sourcing, Deal Execution and Turnaround Management Investor Relations Capital Market Relationships Christoph D. Kauter TIG Themis Industries Group, Private Equity Mid-Market-Fund, CEO Heliad Equity Partners, Private Equity Mid- Market-Fund, Deputy CEO Top Management responsibility beneath others at Colonia Real Estate, Man Group, Dresdner Kleinwort Wasserstein and Deutsche Bank Diploma in Banking & Finance, Executive Master in Real Estate and M&A Certified Banker 16 years of experience in Investment Banking and Private Equity Focus on Turnaround-Management CEO of two PE-Funds for 3 years Responsible for more than 15 portfolio companies Managed transaction volume >EUR 3bn More than EUR 250mn equity fund-raising Business Angel and founder of several companies Several supervisory board mandates Investment Management Business Development Deal Sourcing, Deal Execution and Turnaround Management Investment Exit und Capital Market Relationships Matthias C. Wimmer Frankfurt Capital Partners AG, Partner CEO/CFO in Portfolio Companies Credit Suisse, VP (Inhouse Consulting/ Business Development/ Finance/ Strategy) Lufthansa Technik, Corporate Finance PriceWaterhouseCoopers, Corporate Finance Dipl. Wirtschaftsingenieur Electrical Engineer/Business Administration Lecturer at Handelshochschule Leipzig 20 years of experience in Corporate Finance, Banking, Consulting und Corporate Development CEO, CFO in Portfolio Companies Management and restructuring of various Portfolio Companies Strong Family Offices and UHNWI network Business Angel since 1999 Certified Consultant in Six Sigma (Black Belt) Investment Management Business Development Deal Sourcing, Deal Execution and Turnaround Management Investment Exit Fund-Raising and UHNWI network 3

5 Investment Advisory Board Dr. Hendrik Hilgert Citigroup Managing Director German Investment Banking; Origination and Execution of M&A and ECM transactions More than 20 years of experience in top positions at Deutsche Bank and Citigroup Ph.D. in Economics and MBA/ Diplom-Kaufmann Helmut Kammerlocher Senior Advisor Bank Sarasin; General Management, Asset Management, Fund Structuring, Global Network More than 40 years of experience in top positions at Credit Suisse Deutschland (CEO + Chairman), Rothschild and Deutsche Bank MBA/ Diplom-Kaufmann and book author Ulrich H. Leistner Progredius GmbH Finance Experts Founding Partner; MidCap Advisor for corporate finance optimization More than 30 years of experience in top positions at Commerzbank (Board Member), BHF-Bank (Board Member), Unicredit and Deutsche Bank MBA/ Diplom-Kaufmann Dr. Jan Roth Jost Roth Collegen Partner; Administrator, Lawyer, legal expert for tax and insolvency and assistant professor at Frankfurt Goethe University More than 10 years of experience as lawyer, business founder and managing partner in several associations across different countries Studies of Law Dr. Christoph Schug 3i Investments plc. Senior Advisor Private Equity Buy-Out Fund; Supervisory Board at Tom Tailor and Norma, Restructuring, ECM/ M&A More than 30 years experience in top positions at HT Troplast (CFO), Adcapital (CEO), Peiniger-Group (CEO), Stöhr (CFO), STEAG, Porsche and Bosch Ph.D. in Economics and MBA/ Diplom-Volkswirt Florian Schuhbauer Triton Partners Partner; Privat Equity Mid-Market Buy-Out Fund Two decades years experience in top positions at General Capital Group (Partner), Deutsche Post World Net (CFO), Newtron (Founder) and Dresdner Kleinwort Benson MBA/ Diplom-Betriebswirt 4

6 Investment Track Record* Company Business Transaction type and Trigon Equity Partners role Menz Holz GmbH High quality wood products with patented life extendend technology Asset deal out of insolvency Acquisition in 2012 TEP role: Turnaround-Manager (marketing and sales, business development, strategy) 1 PKM Packaging GmbH Development and manufactoring of custom-designed packaging units Share deal/ majority stake Acquisition in 2012 TEP role: Business Development (Company not well developed/ lack of marketing and sales) 1 BCG Baden-Baden Cosmetics Group AG Cosmetics (Production and Wholesale) Brands: Sans Souci/ Biodroga/ Dr. Scheller Asset deal out of insolvency Acquisition in 2010 TEP role: Advisory board 2 (decrease material quota/ development of new markets like Japan and Russia) 5 new i-d media AG Digital marketing agency/ Web-IT Content Management Systems and E- commerce solutions Asset deal out of insolvency Acquisition in 2009 TEP role: Turnaround-Management (Restructuring number of facilities/ focus on Web IT skills 2 5 *Portfolio companies with hands on approach 1 Trigon portfolio companies 2 Trigon Management portfolio companies Further portfolio companies (passive/ minority stakes)

7 Thank you for your attention Trigon Equity Partners GmbH, Zeppelinallee 77a, Frankfurt am Main 6