evk company profile

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Independence, Integrity, Exclusivity Corporate Finance & Wealth Management

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EVK Capital - Corporate Financial Solutions

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Page 1: EVK Company Profile

AIndependence, Integr i ty, Exclusiv i ty

Corporate Finance & Wealth Management

Page 2: EVK Company Profile

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EVK is a corporate finance boutique, committed to provide the highest level of professional service, arguably more often associated with larger investment banks, but at a more cost-effective level. We take a quality-driven, proactive and personal approach to Transaction Advising. We are also sensitive to the cultural, personal and emotional aspects of every corporate transaction and combine this with an understanding of its wider strategic context to deliver successful client outcomes.

Our Service include:

• Preparation of business plans and financial forecasts Business valuations

• Recommending debt and equity structures appropriate to your circumstances

• Identifying and negotiating the most suitable funding

• Preparing and presenting proposals to potential investors on the most beneficial teams

• Management Buy-Outs/Ins • Strategic Corporate Advisory

• Private placement and private equity fundraising

• Mergers & acquisitions • Disposals

- Developing acquisition strategies, assessing targets and funding acquisitions

- Grooming the business for sale and developing exit strategies

- Assessing the viability of the MBO proposition and business plan

- Strategic Position and growth opportunities

- Business Valuation, deal structure, securing finance and tax planning

- Balance Sheet management

- Project management of the transaction - Performance enhancement

- Alignment of goals and strategies

- Advice on tax and commercial aspects of deal structures

- Researching then making confidential approaches to potential buyers

- Negotiating with vendors and due diligence - Negotiating then project managing the transaction

- Implementation of post-acquisition strategy - Providing you with taxation and financial planning advice through our specialist teams

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CORPORATE FINANCE

Page 3: EVK Company Profile

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FUNDRAISING

Fundraising is a complex and delicate process that needs deliberate management. If you are looking for funds but are not sure about where the funds can be obtained, what type of funding is appropriate or how much funding is required then EVK is the right advisory partner. Understanding what the funding sources want, knowing how they work, approaching the right people and getting the proper attention requires experience and knowledge of the inner workings of the financing business as well as a wide network of investors. Being able to present and negotiate your case convincingly, structuring and closing a deal that benefits both the company and the financier in a timely manner requires experience, professionalism, commitment, time, discipline and creativity. EVK will help you to raise money for a new venture or expansion of an existing business. We begin our fundraising process by closely assessing client needs. In order to optimize the cash flow structure and the risk profile we recommend the right mix of debt or equity funding and the valuation which enables successful completion of the fundraising. We have fundraising capability for both public and private company investment opportunities. EVK enjoys strong relationships with an extensive network of institutional fund managers, private equity and venture capital investors, family offices and high net worth individuals.

• For unlisted companies we offer access to equity investment, either through pre-IPO private placement or private equity capital. Clients will often greatly benefit in having access to growth capital, giving them time to develop revenue streams in advance of a future IPO.

• For public companies we offer access to our institutional investor base and provide enhance visibility of investment appetite. We aim to secure rapid soft commitments thereby increasing the likelihood of successful completion of the fundraising

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Page 4: EVK Company Profile

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RISK MANAGEMENT

Globalization often means increased exposure towards various currencies, interest rates, stock and commodity markets. Apart from these financial markets, we advise our clients on how to manage other potential risks, such as operational, health, personal security, political, regulatory, country or industry specific risks.

Risk management is therefore an integral part of our decision process and client advice. It forms part of our asset allocation and portfolio construction where we talk about risk before we discuss potential return, agreeing on the level of volatility clients are willing to take. Once we have agreed on risk parameters and strategic asset allocation we then monitor portfolio performances versus benchmarks on a regular basis. We also advise our Family Office clients on various optional insurances. Some of our corporate clients wish us to conduct a competitor and industry analysis, highlighting what potential current and future risks they are facing and how to mitigate them.

EVK’s senior team is comprised of commercial and private bankers, entrepreneurs and lawyers all of whom have experience in managing the risk profile of complex businesses, wealth assets and liabilities.

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Page 5: EVK Company Profile

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FAMILY OFFICE

While no two families’ styles and objectives are the same, the successful enhancement and transfer of wealth acrossgenerations demands careful thought, planning and management.

EVK Family Office serves as your private CFO and trusted advisor, offering holistic advice and management that takes into account the distinct values and issues faced by each affluent family in a constantly changing macro and micro environment.These often include establishing a family constitution whereby the family governance goals and objectives are clearly set out and communicated from the outset. This ensures the preservation of family values and the successful transfer of wealth overtime, and between generations, thus creating a lasting financial legacy.

EVK Family Office is independent of any financial institution. We provide strictly impartial advice without being weighed down by the expectation of selling financial products that primarily benefit the product originator rather than the client. Our independence, as well as the extensive industry experience and network of our principals, ensures that clients have access to the best available external wealth managers and custodians. We can accept discretionary wealth management mandates.

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Wealth managementOur wealth management services include:• Formulating detailed investment perspectives to agree overall asset allocation• Tailoring portfolio management services to client investment and risk profiles• Identifying and selecting talented wealth managers on a best-of-breed principle

Page 6: EVK Company Profile

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• Assisting clients to choose the “right” Private Banks for custodian services, providing them with the best of both worlds. Clients are able to choose a solid Private Bank with a healthy market capitalization, state of the art infrastructure, research capabilities and execution platforms, yet maintain a relationship with EVK as an impartial and personal advisor to help them to structure the management of their accounts with the respective banks through a limited power of attorney. This segregation of functions between investment advice, custodianship and execution platforms avoids potential conflict of interests and ensures value for service. EVK constantly monitors the competitiveness of pricing and the credit worthiness of the chosen custodian banks and passes through to the client all Retrocession paid to EVK by the relevant parties

• Consolidated reporting of all assets and liabilities held with various custodian banks, delivery of a powerful and understandable risk management report enabling rapid assessment of performance against agreed benchmarks

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Family governance & succession planningEVK acts as an independent and impartial third party advisor to all family member stakeholders to ensure that expectations are appropriately set and family values are communicated. Unsatisfied expectations and disharmony with regard to strategic values and objectives are the surest way to destroy family wealth and negatively impact the family business. EVK assists by:

• Preparing and implementing agreed family governance structures

• Cross boarder tax advice• Individual tax preparation and filing

• Providing mentoring & coaching to members involved in family business

• Inheritance / estate planning• Wills and trusts

• Assisting with succession planning

• International healthcare and life insurance

Estate and tax planning EVK’s estate and tax planning services include:

Page 7: EVK Company Profile

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ANDREAS VOGELSANGER

DAVID EDMONDS

Founding Partner

Founding Partner

Andreas has over 25 years of wide-ranging experience with leading institutions in the

finance industry. Prior to joining EVK Capital Andreas worked for top-level investment

banks, hedge funds and private banks in Zurich, Geneva, London, Hong Kong and

Singapore. He is passionate in finding the optimal financial solutions for his clients;

either tailoring an optimal investment proposition for their personal needs, or looking

after their corporate needs.

Andreas was awarded an AMP diploma from Wharton Business School, University

of Pennsylvania and he also holds CEFA (Certified European Financial Analyst and

Portfolio Manager) and FRM (Financial Risk Manager) diplomas.

David Edmonds has spent the past 17 years in South East Asia as an entrepreneur

and lawyer. David is also a trained economist and started his professional career in

commercial banking. David brings client focused expertise in the areas of fund raising,

mergers & acquisitions, corporate and family governance and risk management.

David sits on the board of various companies in Singapore, Philippines, Thailand and

Australia.

David holds a bachelor’s degree in commerce (with honours) and a bachelor’s degree

in law from University of Melbourne.

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Page 8: EVK Company Profile

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BRAD KIRKLAND

THALIA ANDREWS

Founding Partner

Partner

Brad brings with him over 20 years of experience in Investment banking. Prior to joining

EVK, he worked in London, Tokyo, Hong Kong and Singapore. Prior to joining EVK

Capital Brad was setting up Kleinwort Benson’s office in Singapore. His previous role

was held at Mitsubishi UFJ Securities International in London, where he was a Managing

Director, and Head of Sales and Trading for Equity, Equity Derivatives and Convertible

Bonds. He later relocated to Tokyo to assume a global role before moving to

Hong Kong.

Brad holds a BSc (Hons) degree from Loughborough University.

Thalia has spent the last 10 years working in hospitality, construction and media in Asia.

In addition to being a partner in EVK Capital she also manages and operates a construction

project management company in Thailand and Macau and a marketing and public relation

company which services clients from the construction, development and real estate

asset owners in Singapore, Hong Kong, Vietnam, Thailand and Australia. She is also

an editor for several industry journals including one which represents the interests of

international real estate asset owners.

Thalia holds a Bachelor of Arts from the University of Sydney and has an interest in

politics and strategy.

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Page 9: EVK Company Profile

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EVK Capital Pte. Ltd.20, Ceci l Street, #14-01, Equity Plaza, Singapore 049705

w w w. e v k c a p i t a l . a s i a

GRAEME BENNETTDirector

Graeme is a private equity fund raising specialist with experience in information

technology start up companies. In addition he has over 20 years’ experience in trading

and marketing financial market products across Hong Kong, London, Singapore and

Sydney. During his career he was managing the credit risk for various banks while he

was assisting central banks and fund managers in Europe and the Middle East with

funding solutions for their balance sheets.