Beltone Financial

Beltone Financial Leading transformation

CREDENTIALS December 2012

   

 

 

 

 

 

More than

E£ in asset value

 

5.5 bnRank #1 77 bn 32.6 bn

14.6 bn Over 69 2 bn

A network of offices linking clients from every corner of the world to every market in MENA

Beltone offices spanning the globe •  Cairo •  Dubai •  New York

•  Tripoli •  Benghazi •  London

Firm wide reach Supported by a solid shareholder base

A collaborate shareholder base with a common interest of business growth and development

Management 29.28%

Private Equity

Investor 16.25

Egypt Financial Investors

25.2% GCC

Financial Investor 11.74%

Other Investors above 1%

8.7%

Free Float 8.8%

     

376 824

2,559 4,015

20,737 14,053

12,977 1,230

20,250

2004 2005 2006 2007 2008 2009 2010 2011 2012

Orascom Development Holding AG

16.7bn

Egyptian Nitrogen Products Company (ENPC)

5.8bn

1,150m Initial Public Offering 0f Amer Group

Eagrium Merger with MOPCO

14.1bn

20bn France Telecom

E£ 20.2 bn tender offer by France Telecom resulting in 94% acquisition of ECMS. Beltone acted as the financial advisor for the company in the tender offer making it the largest transaction in the Egyptian market in 2012

National Drilling Company

403m

Initial Public Offering of GB Auto

1.27bn


969m

Amwal Arabia and Arabia Cotton & Ginning Company

734m

Abraaj Capital/Al Borg Laboratories

778m

GB Auto Joint Venture with Al-Kasid Group

440m

Bond Offering of GB Auto

1.0bn 4.1bn

February 2010

Exclusive Financial Advisor

Joint venture between GB AUTO and Al-Kasid Group of Companies

E£ 440,000,000 (USD 80,000,000)

May 2010

Financial Advisor

Bond Offering

E£ 1,000,000,000 (USD 181,818,182)

May 2010


Capital Raising

E£ 312,000,000 (USD 56,727,273)

November 2010

Sole Global Coordinator and Bookrunner

Initial Public Offering

E£ 1,150,000,000 (USD 200,000,000)

September 2011


KIMA Rights Issue

E£ 1,130,000,000 (USD 189,597, 315)

October 2011

Sole Financial Advisor

Debt Raising for Samcrete for Real

Estate Development

E£ 100,000,000 (USD 16,752,383)

September 2010


Acquisition of 50% of Kandil Glass by North Africa Holding

Company

E£ 222,580,449 (USD 38,709,643)

May 2012

Financial Advisor

Acquisition and Tender Of Mobinil

E£ 20,250,000,000 (USD 3,375,000,000)

June 2008


Sale of 60% of National Drilling Company to Al

Safat Investment

E£ 402,704,224 (USD 74,640,927)

January 2009

Financial Advisor

ENPC Bridge Finance

E£ 671,132,400 (USD 120,000,000)

May 2008

Co-Manager on the offering and sole listing advisor in Egypt

Global Offering and dual listing in Egypt and

Switzerland

E£ 969,000,000 (CHF 190,000,000)

May 2008


Acquisition of 98.1% of Orascom Hotels and

Development via a tender offer

E£ 16,725,103,579 (USD 3,093,992,711)

January 2009


EAgrium’s merger with MOPCO

E£ 14,052,600,000 (USD 2,532,000,000)

December 2009


Merger with Samcrete for Engineering

Investments

E£ 4,069,656,000 (USD 735,372,795)

June 2008


Joint venture between GB AUTO and Marco

Polo

E£ 371,000,000 (USD 70,000,000)

December 2009

Financial Advisor

ENPC Project Financing

E£ 5,775,000,000 (USD 1,050,000,000)

July 2007

Global Coordinator, Lead Manager and Sole Bookrunner


E£ 1,270,870,293 (USD 221,284,923)

October 2007


Acquisition of Cougar Capital Management

E£ 150,000,000 (USD 26,769,748)

R. Ghabbour

April 2007


El Nasr Clothing (Kabo) acquisition of

Wave for Trading and Agencies

Value Not Disclosed

May 2007


Pre-IPO financing via convertible loan

E£ 103,000,000 (USD 17,798,514)

October 2007


Acquisition of Amwal al Arabia by Arab Cotton Ginning via

share swap

EGP 734,242,283 (USD 131,036,539)

March 2008


Capital Raising

E£ 308,000,000 (USD 56,850,640)

October 2007


Acquisition of 28.9% of Semiramis Hotels via a tender offer

E£ 278,619,625 (USD 49,723,848)

Rolaco Hotels

May 2008


Acquisition of 76.9% of Cairo Medical Tower Laboratory

(Al Borg Laboratories) Via a tender offer

E£ 778,299,525 (USD 143,978,364)

August 2006


Capital Increase in Mena for Touristic and Real Estate

Development

E£ 100,000,000 (USD 17,220,922)

December 2006


Acquisition of a 26% stake in NCHD by a consortium led by Beltone Capital

E£ 464,069,650 (USD 79,806,575)

October 2005


The sale of Enjoy to a strategic investor

E£ 90,000,000 (USD 15,495,201)

June 2006


Acquisition of a global Swiss trademark and subsequent

capital raising

E£ 70,000,000 (USD 11,971,419)

December 2006


Structuring and capital raising for a Greenfield sugar manufacturing plant

E£ 1,350,000,000 (USD 232,161,006)

March 2007


GB Auto’s acquisition of a 49% stake in CITI

E£ 210,000,000 (USD 36,220,698)

November 2006

Co-advisor and Placement Agent

Capital Increase in Orascom Hotels and Development

E£ 575,000,000 (USD 99,071,656)

March 2007


Sale of Sprea Misr and Plastichem to IFI,

a subsidiary of EK Holding

E£ 387,464,000 (USD 66,829,602)

September 2004

Lead Placement Agent and Bookrunner

Sale of Celtel International’s shares in Vodafone Egypt

E£ 375,857,349 (USD 60,006,506)

E£ 340,000,000 (USD 58,262,476)


Lead Manager and Sole Bookrunner

May 2005 August 2005

Lead Placement Agent

Placement of equity piece in Weather Investment’s acquisition of Wind

E£ 350,000,000 (USD 60,242,415)

Weather Investments

September 2005


Modern Nile Cotton bid for El Nasr Clothing and Textiles

(KABO)

E£ 44,426,466 (USD 7,665,022)

October 2007

February 2007

May 2007

February 2007

October 2007 July 2008

May 2007 May 2007

32.6bn E£

Milestones

Banque Misr MM Fund awarded best treasury &

cash management provider 4 times in a row

Product innovation, offering the 1st money

market account, technical fund & ESSP

Largest Money Market player in Egypt with a market share of 41%

Advised CBE on the est. of its RMU & managed our first MENA portfolio for one of the largest

SWF

Assets under management grew at a

CAGR of 55% becoming the second largest manager in Egypt

Beltone Asset Management is the leader in its industry, with AUM in excess of E£ 32.6 billion*, driven by our capacity to continuously introduce innovative products

Remarkable industry experience catering to all investor profiles

More than 15 years of regional experience

Through our knowledge in launching and managing funds, we have gained the experience of the regional asset management business which enabled us to develop innovative products that cater to varying risk-return profiles

Wide range of product offerings

•  From Money Market to leveraged Equity •  From Plain Vanilla to Structured Products •  From Morocco to Oman •  From Conventional to Islamic

Portfolio Offerings

  

     

Equi

ty

Long

Ter

m C

apita

l App

reci

atio

n Fi

xed

Inco

me

Capi

tal P

rese

rvat

ion

Oth

er

Defining the client profile

Benefits

Worldwide Events and Roadshows Beltone Financial hosted a series of widely acclaimed investment conferences in New York, London and Doha. The company has held three conferences in coordination with New York Stock Exchange, three corporate access days in London, in addition to two investor’s conferences in Doha sponsored by the Qatar Exchange focusing on investment opportunities across MENA region. The events allowed investors to meet with the heads of listed companies from the Middle East on a one-on-one basis to demonstrate the fundamentals for strong, long-term growth and profitability. Moreover, Beltone arranges for road-shows around the globe to reach both its current and potential clients. In addition, the research department arranges for periodic client conference calls with sector analysts and the management teams of listed companies, and along with the sales team, continuously meet with the management of the listed companies to guarantee an updated picture of the markets.

National Drilling Company

E£ 403mJune 2008


E£ 16.7bnMay 2008

Rolaco Hotels

E£ 279mOctober 2007

Rolaco Hotels

RAYA Holding

E£ 340mMay 2005

Abraaj Capital/Al Borg Laboraties

E£ 778mMay 2008

El Nasr Clothing (Kabo)

E£ 483mJune 2008

Bank of Alexandria

E£ 9.2bnOctober 2006

Sprea & Plastichem

E£ 387mJune 2008

Sokhna Port Development Company

E£ 444mFebruary 2008

Egyptian Fertilizer Company

E£ 3.7bnFebruary 2008

Orascom Building Materials

E£ 71bnJanuary 2008

Banque Misr/Banque Du Caire

E£ 1.6bnMay 2007

 

 

 

 

 

 

 

 

 

 

 

Strategy Macro Financials Industrials Consumer & Services Telecom Real

Estate TOTAL

Egypt 6 8 7 3 2 26

Saudi Arabia -- -- 8 6 3 2 -- 19

UAE 6 3 -- 2 -- 11

Qatar 4 1 1 1 -- 7

Kuwait 2 -- -- -- -- 2

Oman 2 -- -- -- -- 2

Lebanon -- 2 -- -- -- -- 2

TOTAL -- 30 18 11 8 2 69

Countries Covered and Distribution

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Beltone Financial

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