Global Brochure Aug 2012 ELECTRONIC

7/29/2019 Global Brochure Aug 2012 ELECTRONIC

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Leading in nancial advice, worldwide


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Rothschild is one of the worlds largest independent nancialadvisory groups. Our Global Financial Advisory businessprovides impartial, expert advice to corporations, governments,institutions and individuals.

With approximately 900 advisers in 40 countries around theworld, our scale, reach, intellectual capital and local knowledgeenable us to develop relationships and deliver effective solutionsto our clients, wherever their business takes them. This is whywe are leaders in nancial advice, worldwide.


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Global Financial Advisory Leading in nancial advice, worldwideRothschild stands apart from the competition. What makes Rothschild special as an adviser is that we are:

Focused onclients

Nothing gets in the way of our impartial advice for each and every client.

We sell nothing but our best advice and execution capabilities.

Expert Senior bankers lead every assignment from start to nish.We advise on more deals than any other adviser, including many of the most complex

or transformational assignments in the world.

All Rothschild clients benet from our collective intellectual capital, specialist sector

and product expertise, and wealth of experience.

Informed We combine global scale with deep local networks.With approximately 900 advisers on the ground around the world, we are well placed to help

clients, wherever their business takes them.

Long-term As a family controlled business, we are unconstrained by shor t-term thinking or quarterly reporting.We can take a long-term view to deliver each clients interests.

Trusted andindependent

We know that long-lasting relationships depend on the quality of our advice; We care

about our clients success as much as they do.

The scale of our business means that we are not dependent on the outcome of any

one transaction.

We are only as good as our last assignment; This has been true for more than 200 years.

Over 800 transactions globally in the 18 months to June 2012, totalling US$625bn


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M&A and strategic advisory Equity advisory Independent adviser

M&A rankings

'05 '06 '07 '08 '09 '10 '11 H1 '12

Europe 1 1 1 1 1 1 1 1

UK 1 1 1 1 2 1 1 1

France 1 1 1 1 1 1 1 1

Italy 2 2 2 2 4 4 3 1

Germany 2 2 1 5 4 4 1 1

Worldwide 9 8 6 7 7 5 3 5

By number of deals. Source: Thomson Reuters, Dealogic

The Banker Investment Banking Awards

2011 Most Innovative Investment Bank for

Growth Companies

2011 Most Innovative Investment Bank for M&A

Financial News

2011 European I ndependent Adviser of the Year

FT & mergermarket

2007 to 2011 Mid-market Financial Adviser

Private Equity News

2011 and 2010 Financial Sponsors Coverage Team

of the Year

More than 140 IPOs, secondary offerings,block trades, spin-offs and convertiblebonds in 21 countries with a combined dealvalue of US$290bn since January 2009

Real Deals Private Equity Awards

2012 DACH Deal of the Year: IPO of Norma

The Banker Deals of the Year

2011 Americas Equities Deal of the Year: Petrobras

Asset Triple A Awards

2010 Best Block Trade: Vodafones sell-down of China

Mobile Shares

2010 Best Equity Deal, Australia: IPO of QR National

The worlds first and leading equity adviser

Honest, strategic view of what is achievable in

prevailing markets

Rigorous analysis, support for issuers in negotiations, and

tactical judgements

Coordination of bookrunners to maximise value for our clients,

bringing discipline and precision to the execution of equity offerings

The only truly global provider of equity advice

Global coverage via our teams across Europe and in New York,

Moscow, Hong Kong and Sydney

Equity capital markets specialists combine with industry bankers in

40 countries worldwide

Advisers to both large and mid-cap corporates, to nancial sponsors,

and to government, family and individual shareholders

Superior deal flow in both domestic and

Expert advice with real depth and breadth

of experience

Adviser of choice to both large and mid-cap corporates,

governments, families and individuals worldwide

Unparalleled track record and deal ow, regularly topping M&A

league tables around the world

Global presence brings in-depth insight to complex cross-border

transactions across world markets, and superior expertise in

domestic markets

Client-focused approach

Trusted partnerships with clients, using our global perspective and

depth of industry expertise to help achieve their long-term objectives

Unbiased, objective advice, free from conicts and cross-selling

Unique senior banker involvement throughout the life cycle of a

mandate, from pitch to completion

Specialist expertise

Integrated global network of industry sector specialists, pooling

knowledge from across local markets

One of the leading advisers to nancial sponsors worldwide,

forming long-term relationships to understand their needs

Extensive experience in bid defences, joint ventures and strategic

alliances, de-mergers and spin-offs, and fairness opinions

Specialists in areas including corporate governance, privatisation

programmes, pension funds and board committee advice

cross-border capital raisings

More than 140 transactions since 2009, more than any competitor,

with a combined deal value of over US$290bn

Clear vision of what does and does not work in the current market,

and which banks are executing well

We see every book of demand and speak directly to investors

Creating constructive competition between

bookrunning banks in order to ensure:

risk commitments on reasonable terms

fees kept under control

marketing planned and closely supervised

coordination and communication between banks bookrunners under pressure to perform throughout

accountability for the nal result


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'09 '10 '11 H1 '12

Global 2 3 1 1

EMEA 1 1 1 1

US 3 4 4 4

Debt advisory and restructuringLargest and most experienced independent debt

advisory and restructuring teams

Unsurpassed deal ow and expertise in structuring deals

for todays markets

Global coverage with dedicated teams in London, Paris, Frankfurt,

Milan, Madrid, New York, and in Asia Pacic and the Midd le East

Objective, independent, client-focused advice, free from the conicts

of interest faced by balance sheet b anks

Breadth and depth of experience

We offer capital structure advice that optimises both terms and

sources of debt nancings, renancings and restructuring

Debt advisory expertise encompasses all nancing markets including

banks, bonds, ratings, derivatives and hedging

Restructuring experience includes lender negotiations,

recapitalisations, capital raising, exchange offers, distressed M&A,

in-court and out-of-court transactions, and creditor representation

Widest range of pricing and leverage sources

Our independence and deal volume give us a unique view of all

banks pitches and term sheets

Constant dialogue with banks, investors and rating agencies

allows us to understand the real picture - important in volatile

markets and in an environment where integrated banks are ever

more product-led

Broadest client base

Expertise across the bank, bond and fund markets

Innovative advice to companies, creditors, governments and private

equity houses on nancing strategy, raising debt and ratings, and

hedging strategies

Strong relationships with all major market participants including

nancing sources for debt and equity, banks, bondholders,

nancial and legal advisers, and nancial sponsors

Proven track record of delivering deals

Deep professional and transactional experience and a broad mix

of skills

Demonstrable industry expertise and extensive contacts among

nancial buyers

Highest standards of integrity, condentiality and client service

Many of our roles are undisclosed to the market, helping clients

behind the scenes

Creative and resourceful approach, bringing innovative solutions to

maximise value and options for our clients

The Banker Deals of the Year

2012 Middle East Restructuring of the Year: Nakheel

2011 Middle East Restructuring of the Year:

Dubai World

Private Equity News

2011 and 2009 Turnaround and Restructuring

Adviser of the Year

International Financing Review

2011 EMEA Restructuring of the Year: Truvo

2010 Restructuring Adviser of the Year

2010 EMEA Restructuring Adviser

2009 Asia Pacic Restructuring House of the Year

Acquisitions Monthly

2011 Debt Advisory Firm of the Year

2011 Restructuring Deal of the Year: Dubai World

2010 Restructuring Adviser of the Year

The Banker Investment Banking Awards

2010 Most Innovative in Restructuring

Club des Trente Awards

2010 Financing Deal of the Year: 2.7bn refinancing of

Rexels senior credit facility

Rothschild has advised on US$1 trillionof debt advisory and restructuring

assignments since January 2009

Debt advisory deal volume

50

100

25

75

02008 2009 2010

Number of global completed deals. Source: Rothschild

Restructuring rankings

By number of deals. Source: Thomson Reuters, rankings began in 2009

2011

125

150


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Rothschild in

Western Europe

The regions leading financial advisory firm

At the forefront of European nance for the last 200 years

More deals than any other adviser for each of the last ten years,

including many of the regions most complex and

transformational assignments

Long-term relationships with clients, demonstrated by signicant

repeat business

Unrivalled local expertise

The best regional talent, integrating a wealth of senior

experience from across Europe

No-one is better connected to, or better informed about

European markets

Comprehensive advice across M&A, debt and equity nancing,

restructuring and specialist advisory areas

Deutsche Annington (2012)

Adviser to the Ad-Hoc Group of Noteholders of

the GRAND CMBS on the 6bn capital structure

reorganisation of Deutsche Annington

Largest ever European securitisation renegotiation

Eiffarie / APRR and shareholders (2012)

Debt advice on 6bn glob al renancing mixed

between 2.5bn bonds and 3.5bn bank debt

Key role in bookrunner selection and negotiations,

timing strategy, and liaising with ratings agencies

Eni (2012)

3.5bn disposal of a 30%-1 stake in SNAM to CDPLong-term relationship, advising on 17 deals in 18 years

GDF SUEZ (2012)

Acquisition of remaining 30% stake in International

Power, following reverse takeover in 2011

Largest UK asset transaction announced in H1 2012

Government of Portugal (2012)

6.6bn recapitalisation of domestic banking system

Strengthened the Port uguese nancial sector, enabling

banks to reach and exceed the capital targets set by

the European Banking Authority

Nestl (2012)

US$11.9bn acquisition of Pzers Nutrition business

Largest M&A deal in food sector for two years.Largest acquisition by Nestl in 10 years

Rothschild in

Central and Eastern Europe, Turkey and Israel

Historic and unrivalled presence

Roots in the region from the rst half of the nineteenth centuryas a nancier and investor

Signicant role in the liberalisation, privatisation and development

of the regions economy since 1990, and in the development of

best practice in corporate nance

Advisers on the ground in Athens, Istanbul, Tel Aviv and Warsaw,

representatives in Budapest and Bucharest, and local

partnerships in Prague and Soa, all connected to our global

network of advisory expertise

Unparalleled senior level access, supported by a panel of

high-prole senior advisers

The regions leading financial adviser

Extensive experience in advising local corporations and

governments, and international investors entering the region

Expert nancing advice, including equity and debt issuance

and restructuring

EFG Eurobank (2012)

460m sale of a 70% stake in Polbank EFG to

Raiffeisen Bank International

Largest disposal by a Greek bank since the onset of

the nancial crisis

OTE (2012)

397m disposal of its 20% stake in Telekom Srbija

Exit marks successful outcome of complex and

challenging process

Anadolu Efes (2011)

Formation of a strategic alliance with SABMiller

for Turkey, the CIS, and the Middle EastCreates opportunities for significant value

generation

Polkomtel (2011)

4.5bn disposal of the company to Spartan Capital

Largest ever Central and Eastern Europe M&A deal

Solbar (2011)

US$133m merger with CHS, Inc

Combined local reach to Israeli clients with extensive

connections in the food ingredients sector glob ally

VAE (2011)

Advice on Baltic States regional nuclear projectand securing of Hitachi as minority investor

High-profile deal for both region and for global nuclear

sector. Unprecedented international endorsement

BudapestBucharest

Sofia

Prague

Istanbul

Warsaw

Athens

Tel Aviv

London

Manchester

BirminghamParis

Barcelona

Lisbon

Frankfurt

Milan

RomeMadrid

Leeds

Stockholm

AmsterdamBrussels


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Rothschild in

Russia and CIS

Exceptional regional coverage, with in-depth

market knowledge Long-term player, active in Russia and CIS since 1994, with a

fully-staffed ofce since 2003

Region covered by core team of 14 bankers in Moscow,

unchanged since before the nancial crisis, delivering consistency

and long-term knowledge

Presence in Kiev since 2009

Clients benet from unparalleled high level and government

access supported by our high-prole senior advisers

In-depth understanding of local and regional dynamics

Strong track record across the deal spectrum

A dviser on some of the regions largest and most

complex transactions

One of the most active advisers in the local market; our current

deal pipeline is unprecedented

Sberbank (2012)

US$3.5bn acquisition of DenizBank from Dexia

Largest transaction in Sberbanks 170-year histor y, and

the largest ever cross-border acquisition by a Russian

nancial institution

Lenta (2011)

US$1.1bn disposal of a 44.15% stake in Lenta to a

consortium of TPG Capital, VTB Capital and

the EBRD

Highly successful strategic shareholder exit despite

difcult market conditions

Mriya (2011)

250m bond f inancing

Debt advice on benchmark international nancing for

Ukrainian agriculture

OJSC Russian Railways (2011)

Tender sale and privatisation of a 50%-2 shares stake

in OJSC Elteza to Bombardier

First ever privatisation of a Russian railways

subsidiary, leveraging our global contacts to bring key

international players to the process

UC Rusal (2010, 2009)

US$16.8bn debt restructuring and subsequentUS$2.2bn IPO on the Hong Kong Stock Exchange

Largest restructuring in Russian corporate history,

rst dual listing in Hong Kong and Paris

Rothschild in

North America

World-class expertise across the advisory spectrum

Long-standing presence in the region, with an in-depth knowledgeof local markets

One of the premier nancial restructuring practices in North

America, consistently ranked in the top four by number of US deals

Rapidly growing track record in M&A and equity advisory, with a

wealth of industry sector expertise and senior experience

Dedicated special committee practice and long-standing

relationships with private equity houses

Deep local experience supported by truly global

knowledge

Adviser on some of the most high-prole and transformational

restructurings of recent years

Local M&A specialists fully integrated with our global network of

experience, including the largest team in Europe

Strong track record in major transactions between North American

companies and growth market companies around the world

Air Products and Services (2012)

Acquisition of a controlling interest (67%) in Indura

Exclusive nancial adviser on the acquisition of a

family-owned leading industrial gases company

American Airlines (2012)

Adviser on current Chapter 11 case

Adviser on joint venture and oneworld alliance

membership with Japan Airlines (2010)

Fougera Holdings (2012)

US$1.5bn disposal of Fougera Pharmaceuticals to

Sandoz, the generics division of Novartis

Expert advice on auction dynamics and offernegotiations, maximising value for client

Robert Bosch (2012)

US$1.15bn acquisition of SPX Service Solutions

Largest acquisition for Boschs Automotive Aftermarket

division, expanding product and service portfolio

Barrick Energy (2011)

Acquisitions of Culane Energy Corp and VenturionNatural Resources

Adviser to Barrick on eight transactions since 2008totalling US$1.1bn

Blockbuster (2011)

Disposal to DISH Network Corporation for US$430m

Follows advice on strategic recapitalisation alternativesrelating to the companys US$979m of debt

Moscow

KievNew York

Washington D.C.

MontralToronto

Calgary


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Rothschild in

The Middle East

Highly connected with the regions markets

Long history of activity - Rothschild arranged the Otto manEmpires 4% loan of 1891

Experienced locally-based advisory bankers, including Middle

Eastern nationals, based in our offices in Abu Dhabi (opened

2007), Doha (2010) and Dubai (2006)

Exceptional working relationships with governments, regulators,

sovereign wealth funds and government-related entities

Established relationships with family businesses across the

Middle East, helped by Rothschilds own history of 200

years of continuous family ownership

Track record of high-profile assignments

Leading M&A adviser since our establishment in the region,

advising on more than 60 deals totalling over US$30bn

Adviser on the regions landmark restructurings

Trusted independent financing advice to companies preparing

to access the bank debt and equity capital markets

Al Jaber Group (2012)

Advice on liability management

Largest family-owned conglomerate in UAE

Arcapita (2012)

Adviser to Arcapita on its Chapter 11 case involving

c.US$2.5bn of nancial liabilities

First Middle East company to le for Chapter 11

protection

Economic Zones Worldwide (2012)

Adviser to EZW and its subsidiary, the Jebel Ali Free

Zone, on the renancing of its US$2bn Sukuk

Largest renancing this year by any governmentrelated entity in Dubai

Lloyds Banking Group (2012)

Disposal of onshore business in the UAE to HSBC

Comprised retail, commercial and corporate banking

activities, with total assets of 482m as o f Dec 2011

Nakheel (2011)

Restructuring of US$10.3bn of external debtfacilities, US$9bn of customer claims, and US$5.1bn

of trade creditor claims

New money injection of US$7.3bn by its ultimateshareholder, the Government of Dubai

Largest corporate real estate restructuring

in history

Rothschild in

Latin America

Redecard (2012)

US$6.8bn tender offer and delisting from BM&Fs

Novo Mercardo

Brazils largest ever delisting

Controladora Comercial Mexicana (2012)

US$932m disposal of its 50% stake in Costco de

Mexico to Costco Wholesale

Continues from advice to CCM on US$3.2bn debt

restructuring, one of the most high-prole in

Mexico (2010)

Almeida Jnior (2011)

US$970m joint venture with Westeld Entry of worlds largest shopping mall operator

into Brazil

Groupe Casino (2011)

Analysis and rejection by Casino of unsolicited o ffer

for Po de Acar

Largest ever negotiation in the Br azilian retail sector

Oi (2011, 2010)

US$15bn shareholding reorganisation

Strategic advice on US$4.7bn capitalisation and

industrial alliance with Portugal Telecom

Fomento Economico Mexicano (2010)

US$7.6bn sale of FEMSA Cerveza to Heineken

Effectively led competitive process in landmark

cross-border disposal

Abu Dhabi

DubaiDoha

Mexico City

Santiago

So Paulo

Dedicated regional coverage with deep local

expertise Long history of involvement in the region; Rothschild began issuing

finance to governments in Brazil and Chile in 1825

Team of 25 bankers based full-time in So Paulo and Mexico City,

supported by a partnership in Santiago

Trusted, long-term relationships with regional companies, with a solid

track record of repeat business

Consistently ranked among the top financial advisory

firms in the region Significant experience in public and private deals, advising both local

groups and multinationals

Strong regional expertise in a wide range of industry sector s

including financial services, infrastructure, consumer products,

telecoms, utilities and real estate


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Rothschild in

Greater China and North Asia

Alibaba Group (2012)

Adviser on US$2.6bn proposed privatisation and

delisting, and advice on US$3bn debt nancing

The largest privatisation in Hong Kong by market

cap. The largest leveraged debt deal in the Chinese

technology sector, and one of the most complex

in Asia

Bright Foods (2012)

Acquisition of a 60% stake in Weetabix from

Lion Capital at an EV of US$1.9bn

One of the largest ever outbound acquisitions by a

Chinese company in the consumer sector

Chow Tai Fook (2011)

US$20bn listing on the Hong Kong Stock Exchange

Largest new consumer listing of 20 11, company

becomes the worlds largest listed jewellery retailer

GDF SUEZ (2011)

Sale of a 30% stake of GDF SUEZs Exploration &

Production division to China Investment Corporation

for a cash consideration of US$3.3bn

CICs largest investment into Europe and second

largest worldwide

Vodafone (2010)

Sell-down of US$6.6bn shares in China Mobile

Largest accelerated bookbuild offering everin Asia (excl. Japan). Hong Kong Stock Exchanges

largest ever on-market placement

Substantial, connected presence

Presence in China since 1838, and one of the rst businessinstitutions from the West to re-establish relations after 1953

Direct access to the Chinese market via our three ofces in

Beijing, Hong Kong and Shanghai

Advice on cross-border transactions in South Korea, leveraging

our strategic partnership with Samsung Securities

In-depth understanding of the local market

Adviser on many of Chinas recent landmark transactions

Extensive track record in advising the regions multinational,

state-owned and private enterprises

Strong ability to bridge cultural gaps between management

of foreign and Chinese companies

Locally-based advisory bankers command a detailed knowledge

of the regions economic development, and the challenges facing

its industries

Rothschild in

India

Committed to a long-term presence in India

First ofce in India opened in June 1998 Ongoing investment in the country reects our appreciation

of India as a fast-growing M&A market

21 bankers based full-time in our ofces in Mumbai and

New Delhi

Unparalleled senior level access, supported by a p anel of

high-prole senior advisers

Award-winning advisory capabilities

Local expertise across M&A, private equity, and nancing

advisory including restructuring, and project nance

Extensive experience in advising both large and mid-cap Indian

rms and government entities

Connecting Indian clients with overseas assets, investors and

nancing sources through our unrivalled global presence

Leading adviser to international companies looking to make

Indian acquisitions

Cairn Energy (2011)

US$6bn disposal of a 40% stake in Cairn India to

Vedanta Resources

Crystallisation of Cairns biggest investment in the

subcontinent

Mahindra & Mahindra (2011)

Acquisition of a majority stake in SsangyongMotor Co.

Competitive bidding process via a court process ascompany was under Rehabilitation Proceedings

Government of India (2010)

US$22.7bn auction of 3G and BWA spectrum Innovative and highly successful, the rst auction

of Indian telecom spectrum

Realisation at over three times the Governments

original estimates; represented 1.5% of countr ys GDP

and 25% of scal decit

Suzlon Energy (2010)

US$2.8bn debt consolidation and renancing exercise

One of the largest ever successfully completedrenancing exercises in India

Beijing

Shanghai

Hong Kong

Seoul

New Delhi

Mumbai

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Rothschild in

South East Asia

Long-standing presence and deep experience

More than 40 years experience in the region Over 30 advisory bankers based permanently in ve countries

Locally-hired expertise gives our clients unparalleled access to

regional business networks, and brings in-depth understanding of

the needs of South East Asian clients

Expert advisory services to a broad range of clients

Extensive experience in advising multinationals, state-owned

enterprises, pivate sector corporations and private equity

houses on domestic and cross-order M&A transactions

Leading independent nancing adviser on equity and debt

fundraising transactions in the region

The leading government adviser in the region, with a track

record of drawing up and executing privatisation strategy

GMR (2012)

US$1.7bn reverse takeover of Singapore-listed UnitedFiber System by PT Dian Swastatika Sentosa and GMR

Energy, shareholders of PT Golden Energy Mines

One of Singapores largest ever reverse takeovers

BG Group (2012, 2011)

Disposals of BGs 20% stake in Genting Sanyen Power,Malaysia, and 40% stake in First Gas Power Corpo ration

and FGP Corp

Competitive sale process generating significantinterest in world-class assets

Indonesia Port Corporation (2011)

Successful bid for the US$4.6b n BOT expansionproject for Tanjung Priok, Jakartas primary port

Advised on complex bid and project financingstructure for landmark national project

BFI Finance Indonesia (2011)

US$169m sale of the independent shareholders 45%stake to TPG Capital and Nor thstar Pacic Capital

Landmark Indonesian transaction, achieving premiumprice for minority shareholders selling as a package

Honeywell (2011)

US$338m acquisition of Kings Safetywear fromNavis Capital

Provides Honeywell with an important platform forgrowth in the safety footwear mar ket in Asia

Rothschild in

Japan

Experienced team with long-term presence

in Japan Rothschild operates in Japan through Rothschild Japan-

Global Advisory Japan, providing expert advice on

cross-border M&A

Balance of both senior Japanese and foreign professionals with

signicant regional investment banking experience

Creative solutions for clients, providing innovative approaches

to transactions

Uniquely positioned to provide first class

advisory services

Deep understanding of Japanese markets and strong

relationships with key market participants

Unrivalled ability to assist Japanese clients in accessing global

markets, through our worldwide network of sector specialists

Expertise in advising global corporates on acquiring Japanese

assets through our deep knowledge of the countrys markets

Consortium of Marubeni, Posco and STX(2012)

US$3.7bn acquisition of a 30% equity interest in the

Roy Hill Iron Ore Project

Constitutes for each consortium member theirlargest investment both in the iron ore sector and in

Australia

Follows advice to Marubeni on its US$244macquisition of a 15% indirect interest in PT Jawa

Power (2011)

Valeo (2012)

Potential disposal of its Access Mechanisms businessto U-Shin

Illustrates successful collaboration between Rothschildand Global Advisory Japan

Asahi Group Holdings Ltd (2011)

Adviser to Asahi on a string of transactions to establish a

strong presence in the Oceania region, including:

Acquisition of the juice and water business of

P&N Beverages Australia

Takeover bid for Charlies Group, a New Zealand

non-alcoholic beverages manufacturer

Acquisition of Independent Liquor, an Australia and

New Zealand alcoholic beverages manufacturer

The Bank of Tokyo-Mitsubishi UFJ (2011)

Acquisition of a US$6.1bn portfolio of projectnance assets from the Royal Bank of Scotland

One of the largest cross-border transactions in Japan,post Lehman shock

Hanoi

Manila

Kuala Lumpur

Singapore

Jakarta

Tokyo


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Rothschild in

Australia and New Zealand

A commitment to excellence in the region

More than 45 years experience in Australia Excellent reputation for robust advice, having advised on a

number of the regions landmark transactions

37 advisers based full-time in Sydney and Melbourne,

supported by an advisory board of senior consultants with

extensive public and private deal experience

Alliance with New Zealand-based Cameron Partners since 2008

Expertise in all core areas of financial advisory

Highest quality M&A advisory and execution services to a broad

range of clients from the mid-cap to large multinationals

Specialist equity advisory, debt advisory and restructuring teams

Strong track record of repeat business with major blue chip

companies

Our global network of sector specialists gives Australian clients

unparalleled access to global companies and markets

Challenger Infrastructure Fund (2012)

Sale of CIFs interests in LBC and Inexus, and

subsequent wind up of the fund for an implied

proportional enterprise value of US$1.5bn

Follows Rothschilds rigorous 11 month strategic

review of CIF and its assets in order to maximise

unitholder value

Extract Resources (2012)

US$2.2bn cash offer from CGNPC Uranium

Resources and The China-Africa Development Fund

One of the largest ever uranium sector transactions

and the largest in the last ve years

Alinta Energy (2011)

Debt and restructuring advice to banking syndicate

on maximising recovery of its US$2.4bn debt facility

The largest debt restructure in Australian history

Bilfinger Berger (2011)

US$1.1bn disposal of Valemus Australia Limited to

Lend Lease

Advised on all aspects of dual track process across

M&A, equity and debt issues

Queensland Government (2010)

US$17.6bn Asset Sales Programme, including:

US$4.1bn IPO of QR National, US$3.3bn sale of

Queensland Motorways, US$2bn sale of Abbot Point

Coal Terminal and US$2.1bn sale of Port of Brisbane

Rothschild is one of the worlds largest independent nancial advisory groups.There are four main arms to our business: Global Financial Advisory, Merchant Banking,Wealth Management & Trust, and Institutional Asset Management.

Global Financial Advisory

Our Global Financial Advisory business provides impartial, expert

advisory and execution services to corporations, governments, institutions

and individuals. We deliver the highest quality advice with discretion,

integrity and insight, in the areas of M&A and strategic advisory, and

financing advisory.

Senior advisory bankers lead every assignment from start to finish

so all clients benefit from our collective intellectual capital, specialist

expertise and wealth of experience. With approximately 900 advisers in

40 countries, our scale, reach and local knowledge enable us to developrelationships and deliver effective solutions to support our clients

worldwide.

Wealth Management & Trust

Our Wealth Management & Trust business provides wealth structuring,

investment management, banking and trust services to wealthy individuals,

families, trusts and charities. Its pr incipal offices are in London and Zurich.

Rothschild Wealth Management has 12 billion in assets under

management. Its clients are predominantly entrepreneurs, senior

executives and wealthy families with around 5 million in investable assets.

Rothschild Trust is regarded as a world leader in providing independent

wealth structuring, trust and f iduciary services. Established in 1954, it isone of the oldest international trust groups and currently operates in nine

jurisdict ions around the world.

Institutional Asset Management

Our Institutional Asset Management business provides investment

management and advisory services to institutional clients, financial

intermediaries, third-party distributors and private clients around

the world.

We operate t hrough thr ee principal su bsidiaries : Rothschild A sset

Management in New York manages US equities, balanced accounts

and long-short strategies; Paris-based Rothschild & Cie Gestion focuses

on European assets; and Blackpoint Management, based in Guernsey,

specialises in managing Funds of Hedge Funds.

Merchant Banking

Our Merchant Banking division deploys the firms capital, alongside that of

trusted partne rs, pri marily in Euro pean investm ent oppo rtuniti es. Since

2008 we have developed a range of vehicles that allow us to respond to

the capita l needs of comp anies, thr ough instr uments ra nging from se nior

debt to equity.

Our experienced team has the flexibility to invest with a wide range

of partners including entrepreneurs, f inancial investors, families and

institutions, and strives to support our portfolio companies through

access to Rothschilds global network of industry and sector expertise.

Today Rothschilds Merchant Banking division manages more than

3 billion of funds globally.

MelbourneSydney

Wellington

Auckland


12/13

www.rothschild.com

Cover image:

Detail from 500 bond

for the Brazilian 5%

funding loan of 1901,

issued by Rothschild

(The Rothschild Archive)


13/13

Aug 2012

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Global Brochure Aug 2012 ELECTRONIC

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