CORPORATE PRESENTATION June 2018 Credentials of Xavier Palencia - - PowerPoint PPT Presentation

June 2018

CORPORATE PRESENTATION

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Credentials of Xavier Palencia

EDUCATION PROFESSIONAL EXPERIENCE (M&A)

2006 2011

Bachelor’s degree and Masters in Business Administration Intensification in Finance

2013 2017 2018

Financial consulting: fundraising (debt and equity) for technological startups Investment banking: financial advisory in corporate transactions #1 2017 boutique in Europe (deal volume) Independent M&A advisory firm First Class Honors (top 10%)

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Vision of XP Advisory

XP Advisory offers all companies access to maximum quality financial advisory services providing top technical rigor regardless of its size, industry or geographic location The Smart Finance concept reflects how XP Advisory works: to helping companies to manage their finance in an intelligent, professional and efficient manner

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Full range of services Total focus in developing a long-term professional relationship with the client Financial and M&A advisory with the aim of accompanying clients to reach their financial targets

Fundamental purpose

• Maximization of the value of a business and optimization of its management from a financial standpoint
• Search for opportunities (acquisitions) and/or potential shareholders to develop the business
• Analysis of potential business divestments and preparation for the sale process
• Full advisory in corporate transactions: acquisitions, mergers, divestments, capital increases or debt

reorganizations

• Analysis to a potential launch of a new business and fundraising (both debt or equity)
• Support defining the optimal financial strategy and its execution in ongoing businesses
• Close advisory. Independent and trustworthy
• Work with the maximum quality and rigor. 100% result-based approach

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• Global perspective and analytical skills
• Maximum technical rigor in the analysis and professionality in the

process execution

• Independent and objective advisory
• No conflict of interests
• Total discretion and maximum confidentiality

Independence and confidentiality High-quality service

• Smooth, direct and honest relationship with the client
• Formulation of innovative and effective solutions
• Ethical and trustworthy advisory

Work performed jointly with the client

• Tailored service
• Availability and flexibility
• Close and honest relationship with the client

Flexibility and customer focus 1 2 4 3

Long-term relationship with the client

Values

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Who is XP Advisory’s advice addressed to?

Entrepreneurs / Independent businessmen Family businesses Management teams Private Equity funds Venture Capital funds Public administrations

Advice provided to any type of clients

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Service delivery

Corporate deals in ongoing businesses Mergers & Acquisitions (M&A)

Divestment of companies or business units Financial reorganizations Acquisition of companies or assets

Launch of new businesses and startups

Search of equity (shareholders) Development of a Business Plan Project fundraising Financial modelling to identify financial needs

Finance strategy and management

• f ongoing companies

Advisory in debt transactions Strategic analysis linked to corporate processes External opinion on financial strategy and management Business valuation Recommendations to increase the value of a business

Finance and Economic Consulting

2 differentiated focuses of work:

Capital increases

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Contact information

XP Advisory Web: www.xpadvisory.com Email: info@xpadvisory.com Corporate contact details Xavier Palencia (Partner) Phone: +34 690 650 131 Email: xpalencia@xpadvisory.com Personal contact details

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