OUR OBJECTIVE : OPTIMIZING YOUR TRANSACTION 1 OPTIMIZING YOUR - - PowerPoint PPT Presentation

OUR OBJECTIVE : OPTIMIZING YOUR TRANSACTION

1

OPTIMIZING YOUR TRANSACTION, is bringing added value to you appropriate for each stage of your project.

2

Presentation of Trianon Corporate Finance References Our team

p.4 p.12 p.15

3

Contact us

p.24

Trianon Corporate Finance

4

69% 23% 8% 36% 64%

Enterprise Value 5 - 70 M€

M&A advisory in France and abroad

▪ 50 completed transactions, including cross-border deals ▪ A comprehensive service offering : ➢ Information Memorandum ➢ Search for counterparts ➢ Dataroom organization ➢ Negotiation, etc.

Leveraged Buy-Out expertise

▪ In-depth knowledge of leveraged arrangements (MBO, OBO, BIMBO, etc.) ▪ Close to almost 100 Private Equity teams ▪ A regular practice of building business plans

Advisory services to managers looking to take over companies

▪ Trianon CF advises managers in their acquisition projects generally leading to MBI transactions ▪ A database of highly skilled executives regularly updated

All sectors / all geographical areas 50 completed transactions Strong expertise in LBO transactions

COMPLETED TRANSACTIONS BY GEOGRAPHY

France Cross-border

COMPLETED TRANSACTIONS BY TYPE

Sell-side Buy uy-side Advi dvisor sory to managers s / Inves nvestor

• rs

LBO Strat rategic di disposa

• sal

75% 25%

Assisting managers looking to purchase a company

Time is the enemy of a manager looking to purchase a company: he must put all the chances on his side and be assisted by a partner to accelerate and secure the process. Leveraged company takeovers is the specialty of Trianon Corporate Finance. Thanks to the contrasting perspectives of a Financial Advisor, Entrepreneur and PE Investor, Trianon’s team

• ffers comprehensive assistance in managing your takeover.

5

Spin offs

Spin offs require a great deal of lucidity as to their feasibility and strong cohesion and determination on the part of the management team. The relationship with the shareholder group is essential in the choice of a financial partner. Trianon Corporate Finance benefits from the hands-on experience of its two Associates who have piloted spin offs either as an Entrepreneur or as an Investor: they know what support the management team will need to succeed at each step of the transaction.

Trianon Corporate Finance

6

Divestitures / company sale

Whether it be a minority or majority transaction, reorganizing the capital of a company has such high strategic and financial stakes for its shareholders and executives that it is often indispensable to be accompanied by an M&A specialist. With more than 35 deals over the last 10 years, Trianon Corporate Finance is recognized as one of the leading boutiques in this field dedicated to small and medium-sized

• transactions. The many testimonials of entrepreneurs it has accompanied is a tribute to the professionalism
• f its services.

OBO

In an OBO, the quality of the Business Plan and the financial structure of the deal are critical for the success

• f the project.

Trianon Corporate Finance has finalized numerous transactions in this area. The long-standing relationships its team has developed with private equity investors active on this type of operation greatly facilitate the process.

Trianon Corporate Finance

Secondary LBOs

A management team that has been successful with a first LBO often likes to continue the adventure beyond the habitual 5 to 6 years that are dedicated to this type of transaction.. In such a case, the shareholder agreements sometimes include a clause providing for a period of time during which other new private equity funds are approached in view of structuring a new LBO. If this scenario does not come to fruition, a sale process of 100% of the share capital is then launched. It is in the interest of both the private equity fund that is selling its shares and the management team, that this process be piloted by a third party whom they both trust who will assist them in defining a mutually agreed action plan, in such a way that new investors can be found in an organized way and that management can benefit from its efficient operational support to structure the secondary LBO. Thanks to their respective experience and expertise, the associates of Trianon Corporate Finance are good partners for the PE fund and the management team for managing this process.

7

Trianon Corporate Finance

Capital raising

A successful capital raise is not just the result of a convincing business plan. Choosing the best investors for the future partnership is just as important. Trianon’s team benefits from a strong financial culture. Its in-depth knowledge of the ecosystem of private equity funds contributes to its ability to defend the best interests of its clients, not only for optimizing the terms of the transaction but also in the more qualitative task of choosing financial partners.

8

Build-ups

The before and after phases of an acquisition are just as critical to the success of a project as finalizing the deal itself. Trianon Corporate Finance’s contribution goes beyond its technical know-how. As shareholder and manager they have been frequently confronted with the organizational situations of this type of transaction, and take special care to secure the process by sharing their experience with the shareholders and executives they advise.

Trianon Corporate Finance

Overseeing portfolio companies

There are times in the life cycle of a company when reinforcing the supervisory Board of a company becomes essential, whether temporarily or indefinitely. The management team of Trianon Corporate Finance has extensive experience in representing financial shareholders within portfolio companies. The company offers this service to entrepreneurs and shareholders who identify this need for as long as they feel necessary.

9

Trianon Corporate Finance

10

Socius International network

Founding member of Socius, Trianon Corporate Finance can rely

• n an extensive network of partners around the world

France U.K. Germany Netherlands Baltics USA S.E. Asia China Latin America Trianon Corporate Finance Transactions Australia Poland Belgium

Presentation of Trianon Corporate Finance References Our team

p.4 p.12 p.15

11

Contact us

p.24

Our team

12

Before taking over Trianon Corporate Finance with Olivier Platz, Alex was an investor with different types of investment teams: Banque de Vizille, 3i, CDC Entreprises, Alliance Entreprendre. In this capacity, he has carried out numerous transactions of fundraising and company sales: development capital, LBI, OBO, Spin-off, acquisitions. Most of the time these operations involved the sale of the majority of the shares of a company. With close to 30 years of experience in investing, Alex knows the major French players in the sale of small to mid-sized companies well. His good investment track record has been instrumental in developing strong relationships with these firms. The testimonials of the entrepreneurs he partnered with as a private equity investor attest to his professionalism and understanding of the challenges faced by these companies. Alex graduated from HEC and has a diploma from the Société Française des Analystes Financiers.

Alex Marvaldi –Managing Partner Olivier Platz – Managing Partner

Before joining Trianon Corporate Finance with Alex Marvaldi, Olivier’s career was dedicated to managerial or financial positions within companies. In 2000, at the head of a team of 5 managers, he organized the spin-off of the SEGEX Group, a subsidiary of Vivendi Universal and a leading Paris-area based player in facilities management for cities and local communities. For the following 10 years, he ran the company whose sales progressed over the period from 45 M€ to 140 M€. As CEO of the company, he piloted two successive LBOs in 2006 and in 2010 partnering with 3 private equity funds. During this time he developed solid experience in strategic growth through acquisitions and in implementing change within a company, and developed sector expertise in the fields of services and the construction industry. Olivier graduated from HEC, has a diploma from DESCF and is also a Judge in the Commercial Court of Evry, located just outside Paris. Jane co-founded Trianon CF after more than 20 years of experience in investment banking. Before Trianon CF, Jane was a partner at the Financière de Courcelles. She has personally managed and closed over 40 deals in M&A in the small to mid-cap valuation range. Jane started her career at Chase Manhattan Bank (now JP Morgan Chase) in Paris in the Corporate Finance department. She then joined Marceau Investissements, where she worked on both M&A transactions as well as private equity deals. She then joined Clinvest, in charge of the healthcare sector, followed by Banque Worms, where she was M&A and IPO advisor for both private and public companies. Jane has an MBA from INSEAD and a Bachelor of Arts degree from Georgetown University (Washington DC).

Jane Coblence – Partner Expert

13

Our team

After a two-year experience at HSBC as a Commercial Banker, Antoine joined the Trianon Corporate Finance team in January 2017 as an Analyst. Antoine has an Advanced Master’s degree in International Financial Analysis from NEOMA BS and a Master’s degree in Corporate Finance from the Paris Nanterre University (Paris X).

Antoine Courtial – Analyst

After a first experience in auditing at PWC, followed by a position in mergers and acquisitions at Societex Corporate Finance, Mélany joined the Trianon Corporate Finance team in September 2016 as an Analyst. Mélany has a Master’s degree from IAE Nice in Financial Engineering.

Mélany Perd – Analyst

After various experiences in the Large Corporates Center at Commerzbank in Frankfurt, then in Mergers and Acquisitions at Linkers and CM-CIC Conseil, Charles joined the Trianon Corporate Finance team in March 2019 as an Analyst. Charles graduated from EM Lyon Business School with a MSc in Corporate Finance and has a Master’s degree in Finance from European Business School Paris

Charles Willion – Analyst

Presentation of Trianon Corporate Finance References Our team

14

Contact us

p.4 p.12 p.15 p.24

Packaging

15

has acquired Buy-side advisor has acquired

MEULEMANS

(cardboard converting)

Buy-side advisor

Gilles Barbarie,

CEO of has led an,OBO with Sell-side advisor Sell-side advisor has been purchased by its management and has acquired Buy-side advisor

Building

16

has acquired Sell-side advisor has acquired Buy-side advisor

David Nicolas

Sell-side advisor

DK Développement

has acquired

Philippe Talbot & Associés

has acquired a majority stake in Sell-side advisor has led a MBI with Sell-side advisor have taken a stake in Sell-side advisor Urban design Vivendi SA spin-off + 5 build-ups has been purchased by

Peninsular Capital BNP Paribas Développement Xavier Moreau

Sell-side advisor

Industry

17

has taken a stake in Buy-side advisor has acquired Sell-side advisor has acquired the cable activity of Buy-side advisor has entered the capital of

SPIE Automotive System

Sell-side advisor has acquired Sell-side advisor

A Family Office

has acquired Sell-side advisor has been purchased by

Frédéric Brière

Sell-side advisor have acquired

The management and private investors

Sell-side advisor has been purchased by

two managers alongside

Sell-side advisor Company advisor raised bank debt with

Business Services

18

has acquired Sell-side advisor have acquired 100% of its share capital Sell-side advisor

The majority managers Chantal Berdaa,

CEO of Sell-side advisor has led a secondary LBO with Sell-side advisor & the management have acquired has led a secondary LBO with Advisor to the management and Buy-side advisor has acquired have acquired

Sébastien Haulet,

Buy-side advisor & Buy-side advisor has acquired

Olivier de Fougeroux

Information Technology

19

has acquired a minority stake in Sell-side advisor has acquired Buy-side advisor has acquired Sell-side advisor has acquired Advisor to the management has acquired Sell-side advisor

Fashion – Health - Beauty

20

Sell-side advisor

Nissim Israël

has sold through a MBO to Advisor to the manager has acquired through a MBI/OBO

Fabien Mevel

has acquired Sell-side advisor has acquired Sell-side advisor has acquired Sell-side advisor

SENIORS CHIC SAS

has acquired Sell-side advisor Sell-side advisor has sold its subsidiary to has acquired

Laboratoires IPECA

Sell-side advisor has acquired a minority stake in Sell-side advisor Buy-side advisor has acquired

Consumer Products - Distribution

21

has acquired Buy-side advisor

The founders of CARAMBELLE

has led an OBO with Sell-side advisor has acquired Buy-side advisor has acquired Sell-side advisor has acquired Buy-side advisor have acquired with 2 managers Buy-side advisor

Initial Public Offering

• f

Adviser to the founder

Editing and Media

22

An investor group

has acquired

LE CHENE D’ANTIN

Sell-side advisor has acquired

LA SETE

Sell-side advisor

Group DIDOT- BOTTIN

has acquired

IMES

(specialized print house) Sell-side advisor

Presentation of Trianon Corporate Finance References Our team

23

Contact us

p.4 p.12 p.15 p.24

Contact us

Alex MARVALDI| Managing Partner Trianon Corporate Finance Mergers & Acquisitions | Capital raising 15 Bd de la Tour-Maubourg | 75007 Paris | France Tel : + 33 1 71 18 18 91| Cell : + 33 6 75 13 55 88 alex.marvaldi@trianoncf.fr Jane COBLENCE| Partner Expert Trianon Corporate Finance Mergers & Acquisitions | Capital raising 15 Bd de la Tour-Maubourg | 75007 Paris | France Tel : + 33 1 71 18 18 91| Cell : + 33 6 11 71 77 47 jane.coblence@trianoncf.fr Olivier PLATZ | Managing Partner Trianon Corporate Finance Mergers & Acquisitions | Capital raising 15 Bd de la Tour-Maubourg | 75007 Paris | France Tel : + 33 1 71 18 18 91| Cell : + 33 6 15 76 93 59

• livier.platz@trianoncf.fr