22
Broad Street Capital Group Merchant Bankers to the World since 1988™ Develop, Finance, Supply & InsureDevelop, Finance, Supply & Insure, Are services offered by Broad Street each day. In crossing the borders, the headaches we cure, For clients who risk, we hold danger at bay ------------ The deals are global, the problems are massive, A shepherd is needed to guide business along, We highlight the issues, and structure financing, We help sellers export, as their buyers grow strong ------------- We're Fluent In Foreign and help grow the business For those who seek to franchise, or invest, Until they succeed we patrol cross the borders, Until YOU succeed, our Team shall not rest ------------- So as you get settled and learn all about The business of projects, and exports and risk. Remember to smile, as there is no cure From catching the bug called "Global Deals Disease" -------------- And once you are ready to venture to strange lands, There is only one thing you can count on for sure, We are here for you and there is no one better, When you need to Develop, Finance, Supply & Insure www.broadstreetcap.com

Bscg2014 grouppresentation

Embed Size (px)

Citation preview

Page 1: Bscg2014 grouppresentation

Broad Street Capital Group Merchant Bankers To The World Since 1988™ Broad Street Capital Group Merchant Bankers to the World since 1988™

“Develop, Finance, Supply & Insure” Develop, Finance, Supply & Insure,

Are services offered by Broad Street each day.  In crossing the borders, the headaches we cure,      For clients who risk, we hold danger at bay

------------  The deals are global, the problems are massive, A shepherd is needed to guide business along,

We highlight the issues, and structure financing, We help sellers export, as their buyers grow strong

-------------  We're Fluent In Foreign and help grow the business

For those who seek to franchise, or invest, Until they succeed we patrol cross the borders,

Until YOU succeed, our Team shall not rest ------------- 

So as you get settled and learn all about The business of projects, and exports and risk.

Remember to smile, as there is no cure  From catching the bug called "Global Deals Disease"

--------------  And once you are ready to venture to strange lands, There is only one thing you can count on for sure,

We are here for you and there is no one better, When you need to Develop, Finance, Supply & Insure

www.broadstreetcap.com

Page 2: Bscg2014 grouppresentation

Where We Have Been

•  Since 1988, the Broad Street Capital Group has relentlessly pursued its quest of becoming a leading full-service boutique merchant bank serving the needs of those wanting to successfully build, or expand their international business operations.

•  After more than 26 years of hard work, mistakes, rough spots, successes and a broad range of international transaction mandates ranging in size from $0.5 million to $500 million, Broad Street Capital Group has finally attained its “proof of concept”. We developed our unique Develop, Finance, Supply & Insure™ business model, created a proprietary business development platform called Fluent In Foreign Business™, and pioneered a number of cutting edge proprietary products and services

•  Today, the Firm is widely recognized as the premier international merchant banking boutique, and is poised to grow significantly over the next ten years.

2

CONFIDENTIAL 2013 all rights reserves

Page 3: Bscg2014 grouppresentation

Broad Street Capital Group Develop, Finance, Supply & Insure SERVICES

7/5/14

Financing - Project Development & financing (USTDA, OPIC, US Ex-Im, bank programs) - OECD ECA Export financing - Special situation equity/debt financing - Purchase Order and A/R financing

Risk Management -Insurance

Political Risk Export Credit

Property and Freight Medical Travel

-FCPA Compliance Advisory

Export Support & Supply

- Export Management Services - Shipping and logistics brokerage - ITAR Coordination

Strategic Business Development - Education Tools - Information Publications - Networking events - Market Advisory Services

Broad Street Capital Group Merchant bankers™

AMEX

Im

port

Exp

ort

Inc.

Broa

d St

reet

G

loba

l Ris

k Ad

viso

ry L

TD.

Broa

d St

reet

Cap

ital

, LTD

Page 4: Bscg2014 grouppresentation

Why select Broad Street Capital Group?

•  Innate understanding of cross-cultural nuances and unmatched gravitas to successfully manage complex international transactions and diverse project participants.

•  Proven track record of structuring, development and execution of sophisticated cross-border financings and insurance underwritings in the $30-500 million range, as well successful completion of multiple export and business development mandates. Blue-chip client base.

•  Bold, strategic approach to assignment execution, often involving government agency support and press. Fastest document package preparation and submission in the industry.

•  Ability to bring in strong strategic partners and world-class subject matter experts to any mandated transaction.

•  Compensation structures, which align Broad Street Capital Group’s interest with that of its clients.

4

CONFIDENTIAL 2013 all rights reserves

Page 5: Bscg2014 grouppresentation

•  Help U.S. based small and midsize companies (with

revenues of $10 mil to $500 mil)

–  Expand abroad into emerging and frontier markets

–  Double their exports using our proprietary guaranteed ExportBoost℠ program

–  Finance and manage their exports, or projects abroad,

–  Mitigate multiple international business risks and comply with FCPA/Patriot Act regulations

•  Help foreign companies (with revenues of $10 mil to $1bil.), government owned

enterprises and high net-worth individuals

–  Obtain U.S. or OECD ECA financing for project development, purchase of capital goods or franchises

–  Identify and develop strategic partnerships with midsize, or global corporations

–  Successfully enter U.S. business, technology, or consumer markets

–  Train their executives at large and mid-size U.S., UK and Canadian companies

WHAT DO WE DO?

5

CONFIDENTIAL 2013 all rights reserves

INBOUND OUTBOUND

Page 6: Bscg2014 grouppresentation

Industry Sectors & Countries we serve

•  Although Broad Street Capital Group can operate anywhere OPIC, U.S. Ex-Im, OECD ECAs, IFC and EBRD are open for business, our primary target markets are comprised of 42 emerging market countries (see full list at http://wp.me/P2zFP1-1q ) with emphasis on the following sectors:

! Aerospace ! Alternative & Conventional Energy ! ICT and Telecom ! Healthcare ! Executive Education and Corporate

Development ! Agriculture and Food Security ! Franchising (fitness, logistics, education,

childcare, hospitality)

6

CONFIDENTIAL 2013 all rights reserves

Page 7: Bscg2014 grouppresentation

Representative Clients Served

•  Motorola Inc. (USA, RU, UA, ROM, TU) •  Qwest Communications (UA) •  Presidential Administration of Ukraine •  KAZNEX Invest (KZ) •  Nobel Telecom Bermuda •  UkrOboronService (UA) •  UkrGazProduction (UA) •  PA Yuzhmash/YuzhmashAvia (UA) •  Sealaunch (USA, UA, NOR, RU) •  Ministry of Emergencies (UA) •  TASCO (UA) •  United Nations (UNDP) (BEL) •  Alfa Bank (UA) •  Double W –Radisson Kyiv (UA) •  Ministry of Emergencies of Ukraine •  National City Bank (UA) •  Kumran Ltd/ION GEO (CA, UA) •  Zao FastForward (USA, UA, UK)

•  Satgate/AmberCore UAB (LI) •  zao Distributed Generation Co. (RU) •  Physique 57 (UAE) •  apple seeds (USA) •  Transcosmos Inc. (JAP, USA, KZ) •  Government of Ukraine (Invest UA) •  zao MS Spetstelecom (RU) •  Ooo RCI (RU) •  CHS Inc. (UA) •  VinnitsaBud (UA) •  TVinMotion (USA) •  KazmedTech (KZ) •  Trimol Group (US-MD) •  9NetAvenue (USA) •  Government of Turkmenistan •  Forkosh Development (USA) •  Sonus Telecom (USA) •  Gliptone Inc.( USA) •  Sciton Inc. (UA) •  Amdour /Baltic Lumber (FIN, EST)

Page 8: Bscg2014 grouppresentation

Representative Transactions

.

8

CONFIDENTIAL 2013 all rights reserves

PA Yuzhmash Exclusive Financial Advisor

On an $80 Million U.S.EXIM financing & Export Management of a turnkey wind tower production

facility 2008

Double W Group Exclusive Financial Advisor

On a $125 Million OPIC financing for a Radisson Hotel, Kiev, Ukraine

2011

Government of Ukraine Exclusive Financial Advisor

On a $500 million U.S. EXIM financing & export management of medical equipment

2010

Double W Group Exclusive Financial Advisor

On a $12 Million U.S. EXIM financing for Radisson Hotel, Kiev, Ukraine

2011

DGC LLC Exclusive Financial Advisor

On a $305 Million U.S. EXIM and Hungarian EXIM/MEHIB financing for a distributed

generation small gas turbine utility Samara, Russia

CURRENT

III III Physique 57® Exclusive Advisor

On a development and implementation of an international franchise strategy for a premier fitness

studio operator

2013

Page 9: Bscg2014 grouppresentation

Representative Transactions

.

9

CONFIDENTIAL 2013 all rights reserves

Ooo MS Spetztelecom Exclusive Financial Advisor on $68 million multi

-region TETRA system development project. Contractor for the USTDA feasibility study

2003

Radio Communications International Exclusive Financial Advisor and Investor.

Arranged $6 million OPIC financing and provided US equity investment

2006

SEALAUNCH Financial Advisor

Originated $107.5 million Eurobond offering 2004

NKAU Alcantara Financial Advisor

0n a $150 million debt financing 2004

UkrGasProduction Exclusive Advisor on $150 million

US EXIM Financing 2006

PA Yuzhmash Exclusive Financial Advisor on $320 million CHP

project. Contractor for the USTDA Feasibility Study 2008

Page 10: Bscg2014 grouppresentation

Representative Transactions

.

10

CONFIDENTIAL 2013 all rights reserves

AmberCore UAB Exclusive Advisor for

financing of a $60million TIER III Data Center in Lithuania

CURRENT

Ministry of Interior of Turkmenistan Exclusive financial advisor and escrow agent on a three

country equipment supply transaction 2006

National City Bank Advisor

Provided advisory services in connection with entering Ukrainian market

2005

UkrMulch Exclusive Financial Advisor

Represented the company in negotiating exclusive distribution arrangements and export financing

arrangements with Rotochopper and Amerimulch 2009 - 2014

AccuPatient, LLC Advisor

Represented the company in negotiation exclusive distribution arrangements with Sciton Inc.

2009

Spotless AC Advisor

Represented the company in negotiating exclusive distribution arrangements with Tommy's Car Wash

systems 2009

Page 11: Bscg2014 grouppresentation

Representative Transactions

.

11

CONFIDENTIAL 2013 all rights reserves

CHS Sole Insurance Advisor

On a $30 Million Political Risk Insurance Policy for a grain terminal in Ukraine

2011

UMT

Universal Mobile Telesystems Inc. Exclusive Financial Advisor

Advised on the acquisition of the Ukrainian subsidiary from

Radio Communications International Corp. 2009

TASKO Represented TASKO in resolving

Ukraine's $17 mil. dispute with the Overseas Private Investment Corporation (OPIC). Arranged repayment

financing. 2009

UkrKosmos Exclusive financial advisor for a $125 million

US EXIM export financing

2009

Alfa Bank Ukraine Exclusive Financial Advisor

Provided advisory services in connection with entering U,S. and Canadian markets

2008

Ministry of Defense of Turkmenistan Export Management Services

of specially commissioned Parade Limousines 2008

Page 12: Bscg2014 grouppresentation

Our Approach Member companies in our group get involved with clients very

early on in the process. Our professionals analyze the assignment and create a Road Abroad Guide™, which serves as the strategic foundation of the relationship. Afterwards they

–  Educate clients, suppliers and professionals on cross-cultural issues, as well as financing programs, risk mitigation and compliance to raise their international IQ

–  Enable clients to make more informed decisions through the use of proprietary analytical and information tools, Group’s publications and books

–  Structure and implement financing structures, development strategy, export management and risk mitigation solutions, as clients require

–  Arrange financing and insurance policy underwriting –  Connect clients with strategic partners, service providers,

suppliers and new customers

12

CONFIDENTIAL 2013 all rights reserves

Page 13: Bscg2014 grouppresentation

Members of our Group

Broad Street Capital Group Merchant Bankers to the World since 1988 • 

Fluent In Foreign

Broad Street Capital LTD AMEX Import Export Inc.

7/5/14

Broad Street Global Risk Advisory Ltd REGAL ASSET MGMT.

Page 14: Bscg2014 grouppresentation

•  This wholly owned business development subsidiary has been in the works for five years. Its team has created and perfected a full portfolio of products to help clients develop, or expand their international business operations.

•  Fluent In Foreign Business™ is focused on educating, informing and advising clients on what it takes to do business internationally. It highlights core issues of risk identification and management, cross-cultural proficiency, as well as financing options.

•  Once the clients are comfortable with the landscape , they undertake strategic business development efforts guided by the professionals at Fluent In Foreign.

14

CONFIDENTIAL 2013 all rights reserves

Page 15: Bscg2014 grouppresentation

•  Fluent in Foreign has created a number of proprietary international business development tools such as:

•  Fluent In Foreign Academy™ (a growing library of proprietary content, agreement with TMC/Berlitz to distribute Cultural Navigator®)

•  FI180 Global Atlas™ •  FI3 Country Indices™ •  Road Abroad Guide™ •  Fluent In Foreign Business Book •  Fluent in Foreign Business™ and KeysToAmerica™

brands and blogs •  ExportBoost™ - program designed to double exports in

18 mos. •  Proprietary Networking events, Business/Study tours and

Global Conference at Sea™ •  20,000+ targeted email database

15

CONFIDENTIAL 2013 all rights reserves

Page 16: Bscg2014 grouppresentation

INTERNATIONAL BUSINESS PROSPECTS

SUCCESSFUL CLIENTS

Networking events,

conferences, business tours

Education – financing, cross-

cultural, financing, risk &

compliance

Information on doing business in

180 Countries, proprietary

products, books

CONFIDENTIAL 2013 all rights reserves

16

Page 17: Bscg2014 grouppresentation

Focused on serving foreign governments and private companies with revenues between $10 and $500 million, Broad Street Capital is a private Merchant Banking member of the Group, which since 1996 provides unique financing and project development solutions designed to assist clients in achieving their short-term and long-term financial goals. Our highly qualified financial, legal and business professionals have years of training and real world experience. Broad Street Capital offers: Export Finance • Guaranteed by the US EXIM, foreign ECAs and private banking institutions • Financing available on short, medium & long-term basis for up to 85% of the export value at favorable rates. • We support loans of up to $500 mil per transaction Cross-border Project Finance •  Sources include OPIC, EBRD, IFC, US Banks, Broad Street’s own capital and Private Equity funding. Up to 70% LTV • We support projects of between $100 mil and $ 1Bil., 8-18 year tenor Grants and Technical Assistance • We utilize private and U.S. government resources for overseas project development in various infrastructure sectors • Develop grand proposals and manage complete feasibility studies • Typical grants range from $250,000 to $1 million

17

Broad Street Capital, LTD.

CONFIDENTIAL 2013 all rights reserves

Page 18: Bscg2014 grouppresentation

•  This wholly owned subsidiary, formed in 1988, is a pure international trade company and the oldest member of the Group. Involved for decades in Import/Export operations, in the last five years the company has expanded its focus to include Export Management Services, which compliment Group’s existing mandates and serve the trade needs of its clients.

18

AMEX Import Export Inc.

CONFIDENTIAL 2013 all rights reserves

Page 19: Bscg2014 grouppresentation

•  Formed in 2013, after successfully completing a $30 million political risk insurance (PRI) OPIC policy underwriting in-house, this subsidiary focuses on providing PRI, export credit, freight, medical travel and complex property insurance and risk mitigation solutions to its clients.

•  Guided by highly experienced insurance advisors, this youngest member of our Group plans to expand its relationships with OPIC, MIGA, the US EXIM and multiple private carriers. The Firm has also recently entered into a marketing agreement with IMG – one of the most reputable providers of the travel medical insurance to begin marketing a private label product having a complimentary patient medical record as its competitive advantage.

•  Working together with several leading law-firms in New York and Washington, DC, the Firm provides comprehensive FCPA and Patriot Act compliance reviews

•  Part of the State Department’s Overseas Security Advisory Council (OSAC) Broad Street Global Risk Advisors provides security and corporate risk assessment meetings to its clients

19

Broad Street Global Risk Advisors, LTD.

CONFIDENTIAL 2013 all rights reserves

Page 20: Bscg2014 grouppresentation

7/5/14

20

Regal Asset Management LTD.

A focused international investment vehicle geared to direct equity and quasi-equity investments in the areas of:

•  Alternative/Distributed energy – small gas turbines, wind, solar, biomass & waste to energy,

•  Energy component engineering & manufacturing •  Wireless and ITC companies (Health IT, data storage, B2B

and B2C cloud apps., specialty radio comms, controls) •  Aerospace (launch services, components, heavy freight)

Target markets for portfolio companies are – USA, Canada, Panama, India, Ukraine, Russia, Kazakhstan, Turkey, Slovakia, Baltics, Hungary, Czech Republic, Israel, Azerbaijan)

Page 21: Bscg2014 grouppresentation

We stand ready to help you Develop, Finance, Supply & Insure

For more information visit

www.broadstreetcap.com http://fluentinforeign.wordpress.com www.fluentinforeignacademy.com

www.fluentinforeign.com www.keystoamerica.com

follow us on twitter @fluentinforeign

Page 22: Bscg2014 grouppresentation

Contact

Alexander Gordin Managing Director Broad Street Capital Group 140 Broadway, 46th Floor New York, NY 10005 USA +1 212 490-4323 [email protected]

Coming Soon Additional Offices *Washington, DC*Philadelphia*Princeton*Charleston*Miami*Portsmouth* *Toronto*London*Vienna*Budapest*Kyiv*Almaty*Tel Aviv*Panama City*

*Bermuda*Baku*Moscow*Bogota*

22

CONFIDENTIAL 2013 all rights reserves