Trim Corporate Finance Presentazione TCF (ENG) (3.11).pdf · Trim Corporate Finance S.r.l. Piazza...

TrimCorporateFinanceS.r.l.PiazzadellaSignoria,4 - 50122Firenze– ITA |Tel.:+390550516171|Fax:+390550516297|E-mail:[email protected] | www.trimcf.it v3.1

TrimCorporateFinance

TrimCorporateFinanceS.r.l.PiazzadellaSignoria,4 - 50122Firenze– ITA |Tel.:+390550516171|Fax:+390550516297|E-mail:[email protected] | www.trimcf.it

2

ServicesWeOffer PositioningandCompetitiveFactors

Our Values

TCF is an advisory firm with the aim ofgiving support to medium-sized italianbusinesses in extraordinary projects(M&A, Debt Advisory, Restructuring)and to family businesses, besidesoffering advisory services toinstitutional investors for «alternativeInvestments» (Private Equity, VentureCapital, Private Debt) making the mostof experience and partners’ nationaland international network.

The projects we work on alongsidefirms and their shareholders(entrepreneurs or Private Equity funds)have tipically a significant industrialcontent and need an extraordinaryfinance support to be realized.

Our approach to the institutionalinvestors is based on experience andconsolidated methods of analysis andevaluation of the alternative assets.

TCF sets itself as a long-term partner,working alongside the owner, themanagement team and the board ofdirectors to give the necessary supportin order to meet the targets andobjectives of its mandate.

ALongTermPartner


Servicestofamilies

ClubDeal

FamilyGovernance

Advisoryforinstitutionals investors

Alternativeinvestmentsadvisory

Investmentvehiclesetup

Extraordinaryfinanceforcompanies

M&ATransactions DebtAdvisory

RestructuringInternationalization

3

TrimCorporateFinanceServices’Portfolio


§ Weadvisecompaniesbringingthemthroughalltheproject’ssteps,offeringcustomizedsupport andengagingseniorprofessionalswithsectorexpertise

ExtraordinaryFinanceforCompanies

M&ATransactions

CompleteassistanceandconstantsupportthroughallthestepsofanextraordinaryM&Aoperation:

• identificationofinvestmentandindustrialdevelopmentopportunities;

• identificationofinvestorsbasedonourselectioncriteria;

• analysisandpreparationoftherequireddocuments;

• supporttonegotiationandclosing.

DebtAdvisory

Debtlinesstructuring/minibondissueforindustrialdevelopmentorcommercialprojects:- feasibilitystudy,market

scoutingandselectionofthebesttechnicalforms;

- documentation,cashflowplanningset-up;

- scoutingandpre-marketingforthecollectionofrequiredfinanceanditsmarketplacement;

- supportactivitiestothenegotiationandtotheclosing.

Restructuring

Developmentandfullimplementationofarestructuringplanandcorporateturnaround:- feasibilitystudy,classesof

borrowersandrepaymentstrategiesanalysis;

- business/cashflowplanning;- identificationofapplicable

technical/legalforms;- coordinationofthe

interbankandprofessionalsinchargetable;identificationofCRO.

Internationalization

Supportintheinternationalizationexpansionprocess:- marketandfeasibilityanalysis

oftheindustrialand/orcommercialdevelopment;

- scoutingofindustrialorstrategicpartnertosupportthedevelopmentplan;

- roadmapandfinancial-economicplansdefinition;

- supporttonegotiationanddealclosing,partnership,JV,localincentivesplans;

- preferentialfinancingidentification.

4


5

§ TCFis specialized inadvisory oninvestment vehiclebuildingandsetupandinvestment vehiclegovernance rulesdefinition(GPs) (PrivateEquity,PrivateDebt,VentureCapital)

§ TCFsupportsinstitutionalinvestorsandassetmanagers (LPs)inthedefinitionofthebestallocationstrategies (PE,PD,VC)as well as intheoperationalphases such as valuation,investment dealsandmonitoring.

Definitionofthebestallocationstrategies inalternativeinvestments :- businessduediligence

- fundtrackrecordandmanagementteamanalysis;- investment strategy andgovernance rulesanalysis.

- supporttocommitmentdefinition- sideletter andcontractnegotiation;- presence inadvisory Board/Investment Commitee.

- portfoliomonitoring

Advisory foralternativeinvestments

Advisory forInstitutionalInvestors

Fullassistanceandsupportininvestment vehiclesetup:- identificationofthemost appropriatestructure (SGR,Sicaf,

investment holding)andcompliance;- governance rules;- PPM(PrivatePlacementMemorandum)preparation.

Investment vehiclesetup


6

§ Familydynamicshaveastrongimpactovercorporateissues.DealingwithsensitivetopicsispartoftheexperiencebackgroundthatTCFputattheserviceofitsclients.

§ Entrepreneursbytheirnaturearealwayslookingfornewopportunitiesandchallenges.TCFseeksbusinessopportunitiesinordertopresentittoaselectedgroupofentrepreneursthatmergedtogethercancreatesynergiesandinterestingexpectedreturnsoninvestments.

Supporttoentrepreneurialfamiliesoncorporategovernanceissuesandfamiliarrelationshipmanagement:- definitionofspecificcorporategovernancerulesand

procedures;- identificationofspecificrolesforeachfamilymemberand

relatedresponsibilities;- escalationpathtofollowincaseofconflictordeadlock;- successionplanningandregulation.

AdvisoryforEntrepreneurialFamilies

ClubDealFamilyGovernance

IdentificationofbusinessopportunitiestosharewithClubTCF.


7

EthicsandReputation

ConsolidatedExperience

Focusonclient’sneeds

Broadnetwork

§ Our activity is based on fundamental pillars which add value to each project

OurValues

TrimCorporateFinancesetitselfasGlobalAdvisor,

takingtheclientbythehandand

leadinghimtowardsthegoal.


8

§ The Trim Corporate Finance organization is made up of Corporate Finance expert professionals, supported by anetwork of advisors able to bring competences and specific relationships to deliver a real, professional and concreteinterpretation to the analysis

CoreTeam

Partnership

Advisors

CorporateFinancesolidexperience

Professionalswithspecificcompetencesinindustrialsectorsandcorporateprocesses

Consolidatedrelationshipswithprofessionalsandspecialisticoffices(legaloffices,auditcompanies,consultants,etc.)

Buildingupaproject

TheTCFApproach

ApproachtotheProject


9

MarcoFigus - Partner

- SeniorExecutiveinvestmentbankingrolesinleadinginternationalinvestmentbanks

- BoardMemberofinternationalcompaniesandpensionfunds

GabrieleCappellini - President

- PreviouslyFondo Italiano d’Investimento CEO- SeniorExecutiveofprimarybanksandSGR- BoardMemberofinternationalcompaniesin

differentsectors(mechanical,biomedical,PE)

LorenzoBetti - CEO

- SeniorExecutiveininternationalcompaniesinFMCG,services,chemicalsandluxurysectors

- AdvisorforcompaniesandPEfundsinM&Aoperationsandinternationaldevelopment

- Advisorforcompaniesandbanks

CoreTeam

LorenzoPisani- Analyst

- FinancialAnalystinRealEstateassetmanagementincollaboration withleadinginvestment fundsbased inLondon

ManuelaMeini– OfficeManager

DonatellaUrso- SeniorAnalyst

- AdvisorforleadingbanksinItalyandabroad- Strategicdevelopmentprojectsandbusiness

processesrestructuring

DanieleFrati– InternAnalyst


10

PaoloPaoli

- AccountantandauditorwithDueDiligenceoperationexperience

- Seniormanagerinmainmanagementconsultingfirmswithexpertiseinextraordinaryfinanceoperations

FrancescoRaganelli

- AdvisorfornationalandinternationalcompaniesinFMCGanddigitalsector

- SeniorExecutiveinprimaryFMCGcompanies

MassimoRosi

- SeniorExecutiveandBoardMemberinrealitiesinTLCandEnergysector

- Seniormanagerinmanagementconsultingfirms

Advisors

SimoneAnichini

- SeniorExecutiveinprimarycompanieswithaspecializationinextraordinaryfinance,industrialplansandrestructuring

- BoardMemberofinternationalcompaniesindifferentsectors

GiancarloFranci

- SeniorExecutiveinprimarybankinstitutesatnationallevel

- Specializedincorporateeprivatebanking

FedericaCremoli

- Advisoroffirms(FMCG,Luxury,Retail,Media)andPEfundsinM&Atransactionsandinternationaldevelopment

- BusinessDevelopmentDirectorforanimportantmultinationalintheFMCGsector


11

3rd MARKET

§ TrimCorporateFinanceisBorsaItalianaofficialadvisorinELITEProject

Borsa Italiana was established in 1998, after the privatizationof Stock Exchange markets, and deals with management andfunctioning of financial markets. Particuarly, it manages theItalian financial market, is the ninth most ancient StockExchange worldwide and the sixteenth in order of importance.In 2007 the integration between Gruppo Borsa Italiana and theLondon Stock Exchange group became effective.

The ELITE Project, started by Borsa Italiana in 2012, is aninnovative services platform dedicated to Italian small andmedium-sized businesses (PMI).Elite allows PMI to confront with international best modelsand best practices and to get in touch with a community ofexcellence to make the most of all the possible businessmatching opportunities.

OurPartnershipwithBorsaItaliana


• CrossThink-LAB aims to be an “open space”, a think tank where to discussand debate social and economic issues among perspectives and ideas thatare complementary and cross the academic, business and financial worlds;

• CrossThink-Lab’s innovation is the collaboration between the financial andenterprise world and the academy research: variety and diversity ofperspectives represent our advantage, making possible to deal with researchissues important for the civil society in a wide and in-depth way;

• The laboratory, characterized by a non-political, non profit and withoutgeographic boundaries stance vis à vis its scientific interests, lies at the heartof the research issues about every-day life that need a urgent, deep, sharedand interdisciplinary reflection. We pursue our goals through seminars,workshops, video-interviews, conferences and publications through theparticipation of high-profile scholars and expert.

12

§ Trim Corporate Finance, together with Scuola Universitaria Superiore Sant’Anna di Pisa, activated a permanentstudy centre on topics about business sustainability, through the establishment of a think tank named CrossThink-LAB (ctl.tcf.it)

CrossThink-LAB– PromotersofDevelopment


13

CrossThink-LAB– Projects

Diversity2016-2018 Events

WorkingPapers

VideoInterviews

WorkingGroups

• Conference «Aninterdisciplinaryapproach»• Workshop «Anotherkindofleadership?»• Seminar «Italianexcellenceintechnology»

• KPIlab• SMEs• Listedcompanies

Etichs/Firms2018 Events

Paths

Participations

• Conference• «Ethics,firms,finance:possiblecombination?»

• ImpresaUmanisticaproject

• YoutopicFest(RondineCittadelladellaPace)- «L’impresaumanisticacomestrumentodipace»- «Traeticaedeconomia»

Diversityasavalueandpreciousresource,butalsoasachallengefullofcriticalities:a

multilevelroutewhereknowledgeanddifferent

competenciesgetintouchtodrawpossiblealternativeswiththeperson,itsrightandits

dignityatthecentre.

Thecrisisseenasanimportantchancetoreflectatdifferentlevelsinbusinessandfinance,

inordertore-thinkourrelationshipwithgoods,money,workandthe

communityweareinto.Alaboratorytoreflectand

elaboratepossiblealternatives.

TopSponsorandPartnership

• Empoweringdiversity• Responsabilitymodels

• InterviewwithMarcoFreyandMargheritaMacellari• InterviewwithSimonaCuomoeCarloAntonioPescetti

TOBECONTINUED

TrimCorporateFinanceS.r.l.PiazzadellaSignoria,4 - 50122Firenze– ITA |Tel.:+390550516171|Fax:+390550516297|E-mail:[email protected] | www.trimcf.it 14

CrossThink-LAB– Team

GiuliaCorradoThinkTankAssistant

AlessiaBelliThinkTankManager

PieroCastoldiProfessor

Scuola Superiore Sant’Anna

AlessandroLorenziCDAEni

VittoriaFrancoSenator

GabrieleCappelliniPresident

TrimCorporateFinance

ComitatoDirettivo

ComitatoScientifico

Management

AnnaLoretoniProfessor


AlbertoPirniResearcher


LorenzoBettiCo-founder/AD

TrimCorporateFinanceBoardMember

BancaPopolare Etica

NicolettaDentico

DanielaCarosioSeniorPartner

SustainableValueInvestors


15

§ Trim Corporate Finance supports a spirit of respect and social return which has voluntarily been included in itsstatute

TimeandPro-BonoProjects

EachmemberoftheTCFteamdevotes10%ofhisworkingtime(2dayspermonth)tobeneficialinitiativeswitha

coherentcontributionwithourprofessionalexperience

Monetaryassignments

10%oftheTrimCorporateFinancenetprofitis annually allocated toassociationsandnon-profit

organizationestablishedfromyeartoyearbasedonthespecificprojects

Our Commitment

Our SocialContribution


16

OurApproachtoArt

TCF promotes expression through arts, encouraging and stimulating creativity:- In the TCF office in Florence are exposed some of the works by Federica D’Amato and the full catalogue of the works

for sale is available

- 25% of the proceeds from sale of the Federica D’Amato’s works will be donated to La Nuova Tinaia, centre forexpression activities in Florence

- TCF commits to equal the amount donated by the buyer doning the same amount to La Nuova Tinaia

We try to unite our attention to arts andthe social impact. Established in february 1975 in the former psychiatric

hospital V. Chiarugi in Florence, in a farmhouse close to thewalls of the asylum village. La Tinaia, in open break with therepressive logic of the absolute institution, is a space for freeand creative activity for the hospital patients, characterizingitself from the very beginning as a revolutionary experience:overcoming the already experimented practices for expressivetherapy in the Sixties, among which the 'prima Tinaia' (1963-1970), the atelier puts at the centre the esthetic language andthe expressiveness in drawing, painting, clay manufacturingas ways to communicate and exit emargination and isolationfrom the world.

LaTinaia


17

SOWHATMainoutcomeofthepage

WOWSurprisingfindingorstrongcomment

RESULTHowwedid

STATUSLevelofachievement(5– 0)

IDEALet’sthinkdifferent!

GRRRThisshouldn’thappen

ACTIONITEMSomethingtobedone

ASpecialThankstoSusanKare

Rooted in our core values there is the attitude to always strivefor perfection and deliver the finest and highest quality services.Our services are always customised according to the needs ofour clients; we like to distinguish ourselves from the typicalstandardized service that anyone could offer.

It is for this reason that we approached the pinnacle of graphicdesign and mother of the “Apple Mac” original icons, SusanKare. Susan, that has worked for companies such as Facebook,Microsoft, Paypal, studied and designed a set of personalizedicons for Trim2 to enable us to deliver the best service in thebest format.

With this we would like to thank the precious work that Susandid for us, adding that it has been a pleasure and an honour forus to get the chance to collaborate with her.

AlltheiconsinourpresentationhavebeendevelopedbySusan,eventhosethatarenotpresentinthislegend.

TrimCorporateFinanceS.r.l.PiazzadellaSignoria,4 - 50122Firenze– ITA |Tel.:+390550516171|Fax:+390550516297|E-mail:[email protected] | www.trimcf.it v3.1

Our past serving thefutureTCFTeamTrack Record


LuxuryGoods

ICT

Manufacturing

FinancialServicesHealthcare

Energy&Utilities

ConsumerGoods

Automotive

19

§ ExperiencesindifferentindustriesamongwhichFMCG,luxury,automotive,financialservices,allowedTCFteamtoconsolidatediversifiedcompetences.

TCFExpertise

BroadExperienceinMainIndustries

ü GlobalAdvisorfornationallyrelevantM&Aoperation

ü FinancialAdvisoronacquisition

ü CompanydivestitureTier2components/Firstplant

ü FinancialAdvisorforfundraisingsupportü AdvisorforBuy&Build/preIPOproject

ü FinancialAdvisorforindustrialpartnershipwithshareholding

ü Advisorforinternationaldevelopment throughpartnership

ü Minibondissuesupportinganinternationaldevelopmentproject

Somerecentexperiences


20

We had experience with










Track Record


21







We had experience with We had experience with

Track Record



22

We had experience with We had experience with We had experience with We had experience with We had experience with

Track Record



23











Track Record


24








Track Record



25











Track Record


26











Track Record


27

We had experience with We had experience with We had experience with We had experience with

Track Record

We had experience with We had experience with We had experience with




28




Track Record


We had experience with We had experience with We had experience withWe had experience with



29





Track Record


30





Track Record


31





Track Record



32




Track Record




33

Track Record







34

Track Record





We had experience with We had experience with We had experience withWe had experience with

35

Track Record


36

Notes

Trim Corporate Finance SrlPiazza della Signoria, 450122 - Firenze – ITA

Tel.: + 39 055 0516171Fax: +39 055 0516297E-mail: [email protected]

www.trimcf.it

www.trimcf.it

Contacts

Date post:	11-Oct-2020
Category:	Documents
Upload:	others
View:	2 times
Download:	0 times

Trim Corporate Finance Presentazione TCF (ENG) (3.11).pdf · Trim Corporate Finance S.r.l. Piazza...

Documents