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OUR FOCUS MANAGING PARTNERS Real Estate advisory DOMESTIC AND INTERNATIONAL EXPERIENCE CARLOS BARCELLOS [email protected] Carlos was a Director at Pátria Investimentos, CEO at GWI Real Estate, Marketing and Corporate Development Director at Grupo Abril, management consultant at Booz Allen Hamilton and serves as an Endeavor Mentor. He was a Board member at B2W (B3:BTOW3). Carlos has a B.Sc. in Civil Engineering (UFMG) and an MBA (Harvard Business School) IMERI CAPITAL Imeri’s past projects locations transactions performed over the last 8 years 45+ of our clients have hired us at least twice (recurrence) ~50% involving clients of different sizes and nationalities TRANSACTIONS different sectors served 20+ transactions performed by Imeri’s MPs 100+ MPs combined experience 80+ years to professional investors, PE & VC funds, sector experts and Family offices ACCESS Debt restructuring Buy side Debt financing Sell side Equity Capital raising Real Estate Energy IT Family Office Health Food and beverage Mining Service Consumer goods Others BUY-SIDE: from market screening until closing, in Brazil or abroad PARTIAL OR TOTAL SALE: access to buyers and/or investors in Brazil or abroad MERGERS: advisory to one ore more companies in mergers with competitors or strategic players JV/STRATEGIC ALLIANCES: structuring of operational agreements between two or more companies or projects with common goals CAPITAL RAISING: access to professional investors in Brazil and abroad (PEs, VCs, Family Offices, HNWIs, multilaterals and DFIs) SHAREHOLDER STRUCTURE: advisory to one or more parties in ownership/shareholder restructuring processes M&A, private equity, venture capital, executive boards, board of directors: diversified backgrounds which qualify the team to develop a wide range of projects in many sectors BRUNO BORGES [email protected] Bruno was a Private equity associate at BRZ Investimentos, Investment and M&A Analyst at Araújo Fontes, VC Analyst at Jardim Botânico Investimentos and Asset Management Ventures and serves as an Endeavor Mentor. He has a B.Sc. In Civil Engineering (CEFET-MG), a BSc. in Biological Sciences (UFMG), a LL.M. in Corporate Law (IBMEC) and an MBA (Fundação Dom Cabral). He has also a CNPI certificate issued by APIMEC CHRISTIANO MOYSES [email protected] Christiano was a Partner at FIR Capital, investment manager at Santander and HSBC Investment Banking, analyst at ALE Combustíveis and serves as an Endeavor Mentor. He was a Board member at CEMIG (B3:CMIG3/CMIG4), ABC da Construção S/A and Devex (acquired by Hexagon NASDAQ:OMX Stockholm:HEXAB) and Investment Committee member at Warehouse Investimentos. He has a B.Sc. in Accounting (PUC MG) and a post graduate certificate in Finance (IBMEC) GUILHERME VASCONCELOS [email protected] Guilherme was a Managing Director at Itaú Unibanco / Itaú BBA, where he has worked with large mining companies' accounts such as Arcelor Group, Samarco, Magnesita and Ferrous Resources. He was a Director at BBVA, Senior Banker for Corporate & Investment Bank and Debt Capital Markets at Citi and Bradesco and serves as an Endeavor Mentor. At BBVA and Citi he was the Head of Metals & Mining. He has a B.A. in Economics (UFMG), a post graduate certificate in Economics (FGV) and executive education certificate (Columbia Business School) DEBT FINANCING AND RESTRUCTURING: access to financial institutions in Brazil or abroad and capital structure know-how REAL ESTATE: real estate portfolios optimization, project feasibility studies from conception to structuring and fund raising (“investor’s perspective”) offices in the 1 st and 3 rd largest Brazilian states (in GDP) SP and MG Belo Horizonte (HQ) Sao Paulo Imeri’s offices locations www.imerimining.com Rua Alagoas, 772 / 14th, 15th and 16th floors; 30130 165 Belo Horizonte MG Brazil +55 31 3308 4900 Rua Joaquim Floriano, 1120 / 14th floor; 04534 004 São Paulo SP Brazil +55 11 2373 4900 Manganese ▪ Reserves: 110 kt ▪ Production: 1.2 kt/year BRAZILIAN MINING UNTAPPED POTENTIAL: RESOURCES AND MARKET BRAZILIAN WELL-DEVELOPED MINING ECOSYSTEM Global economy trends that will increase mineral demand Electric vehicles Minerals needed: ▪ Lithium ▪ Copper ▪ Nickel ▪ Graphite ▪ Manganese ▪ Cobalt ▪ Rare-earth minerals Clean energy transition Pressure to reduce Carbon emissions Need for high grade iron ore: ▪ Pellet feed ▪ Pellet ▪ High grade granulated iron ore Untapped reserves in Brazil Nickel ▪ Reserves: 12 Mt ▪ Production: 80 kt/year Lithium ▪ Reserves: 54 kt ▪ Production: 600 t/year Graphite ▪ Reserves: 72 Mt ▪ Production: 95 kt/year Iron ▪ Reserves: 32.000 Mt ▪ Production: 490 kt/year Rare-earth ▪ Reserves: 22 Mt ▪ Production: 1 kt/year Untapped mining capital market potential ▪ TSX/TSXV mining companies' presence compared to mining sector’s GDP (2018): 34 USD 74.8 B 56 USD 22.2 B Investment opportunities 84% of the mining sector in Brazil consist of micro and small companies Auction of several research deposits by the government (in course) High quality professionals and top-notch mining schools ▪ Federal University of Ouro Preto ▪ Federal University of Rio Grande do Sul ▪ Federal University of Alfenas Top-notch mining universities Mining Universities Updated Mining Code meeting global standards Opening of 20 K inactive exploration areas Mining securities allowed as financing guarantees Mineral exploration with pending production license applications Alignment with global standards Permissions requests focused on economic feasibility Services providers for the mining value chain Legal advice Engineering Logistics Technology Geology Equipment Sources: USGS, ANM, IBRAM, TSX/TSXV, NDRC, S&P Global, World Bank, INEI, IBGE, Ministry of Education, Ministry of Mines and Energy, EY 148 K engineers will enter the Brazilian job market in 2020 ▪ Federal University of Minas Gerais ▪ Federal Center of Technological Education - MG ▪ Federal University of Campina Grande
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