Beamonte Investments - Investment Banking

Our Business

Investment Banking

Private EquityBeamonte Capital Partners

Credit/ Liquidity (Short Term)Beamonte Merchant Bank

Direct Private InvestmentsEquity/ Debt

Latin AmericaFocus

Mergers and Acquisitions

Capital Restructuring

Debt Advisory

Joint Ventures Strategic Alliances

Capital Raising

Structured Finance

We advice buyers, sellers, borrowers , lenders and investors as part of our services

Our Services

Investment Banking Services

Company Real Value

Create database to look for investors and credit options

Growth parameters of the company

Assistance establishing growth goals

Family Succession

Valuation

Family Succession

Company Valuation

Build a equity structure for family succession

Company Sell / Liquid Assets Build management and change structures for the company

Our team of banking experts in merger and acquisitions at BI is committed to give an independent high quality service to our clients and provide capacity for transactions and executions including mergers, acquisitions and disinvestments options.

Our Work in mergers and acquisitions focus on support and assistance to private companies and other world institutions, with a particular interest in North American and Latin American markets.

Mergers and Acquisitions

Through BI our clients find a full range of adequate local and foreign business, agreements execution on time, efficiency to be ahead of the competition.

We have experience supporting American and foreign companies, to explore and start operating on national or international markets.

Acquisitions

La Acquisitions of new business could help companies to strength market shares and open new markets, regions and technologies. Our key elements for this services are:

Search parameters development

Target Screen / Primary Focus

Due Dilligence / Buying company valuation

Finance options for acquisitions (shares and debt)

Negotiations and closing deal.

Buyer Support

We understand the selling process. We know the key industries of the markets and develop a comparable transactions database for each.

This assures our understanding of the determinate market values, which secure easier and better agreements through exit strategies that maximize value for you, the seller.

Seller Support

Step 1

•Value determination

•Descriptive and Confidential Memorandum

•Assistance for equity structures

Step 2

•We maximize expositions of potential buyers in a confidential way.

•Buyers targeting to increase transaction value.

Step 3

•We review with the client, the offers received

•Negotiate the transaction

•Keep confidentiality through all process

•Close the deal

Selling Process

Due Diligence

Deal team instructions

Buyer validates facts

BI orchestrates process

BI supervises buyer activity

Closing date confirmed

Prepare for Sale

Company Valuation

(Fairness Opinion)

Descriptive Memorandum

Target Customers

Confidentiality

LOI

Scope

Structure

Timing

Allocation of Price

Seller approve the deal

Sell-Side process

Investment Strategy

2

Portfolio of privately placedProprietary structured loans

Overweight allocation to Mexico and Colombia

Specific source of repayment from cash flows of assets or projects being financed:Receivables, Inventories, and other liquid assets

Achieved through the pledge of additional fixed assets in selected investments

Asset based lending strategy

Middle-, and large-market target companies

Focus on debt instruments

Over-collateralization

Middle Market Focus

•Companies with Enterprise value – 50MM – 200MM

•Revenues of 15MM – 150MM EBIDTA 1MM

Focus on Middle Market

•Few Lending Sources in the middle market

•Fast response to clients, 2 -3 weeks

Less Competition More Influence

3

Capital

BIMBBeamonte

Merchant BankLoansLi

quid

ityLiquidity Providers

“We like risk, and we believe Mexico economy is strong enough to take risk”

Juan FernandezCFO

Loan Process

Identify and valuate liquid re-payment options

Borrower needs

Loan

Loan re-payment

2- 3 weeks

Borrower Profile

Mid-size Companies• Revenues 15M +• More than 5 years of track

record• Clients AAA • Significant equity invested in

the project or other receivables

• Diversification in client portfolio receivables

Other Projects• Government Contracts• Health Care Projects• Civil Works• Constant Source of Business• IT Services

Receivables / Assets Trust (SPV)

Borrower

Collection Rights

Payments

LoanRe-Payment

Source Deals

Investment Banking Advisory

IB Fees

Transaction Structure

Suppliers

Origination & Administration

Promotion Evaluation Approval Closing

Follow up Control Administrative Collection

JudicialCollection

Administration

Origination

Beamonte Capital Partners, LLC

About Us

Beamonte Capital Partners, LLC is the Latin America branch for private equity of Beamonte Investments, Inc. specialized in small-middle companies in Mexico and Colombia.

Investment Stage

Venture Capital

Beamonte Capital Partners

Private Equity

Co- InvestorsBeamonte is willing to work with co-investors and is flexible regarding transaction types:

• Buy-outs and re-capitalizations of financially-owned, family-owned, or entrepreneur-owned businesses

• Growth capital investments and acquisition financing• Buy-and-build strategies• Management buyouts

Beamonte’s ongoing involvement emphasizes business planning and board monitoring, retaining and recruiting key executives and arranging add-on acquisitions and financing. We take an oversight role in monitoring our companies’ performance and in ensuring that they achieve their full business potential.

With respect to our existing portfolio companies, we actively pursue follow-on acquisition opportunities of smaller businesses with similar operating characteristics.

Sectors

Education

IT / B2B / B2C Lending Commercial

Health Pharmaceuticals

Agro Business

Strategy

Favorable Trends

• Take advantage on growth in demographics

• Anticipate Market trends.

Small and Medium sized business

• Provide expansion capital to unleash growth

• Family firms usually are target

Willing to invest in minority stakes

• Insist on strong corporate governance rights

Beamonte Ad- ValueBeamonte takes a collaborative approach to working with management teams. Our role is to support executives in developing long term growth strategies and building execution capabilities. We believe working together and leveraging our collective talents and strengths provides the foundation for success. Through experience, a disciplined approach and a focused effort, companies can reach their full potential.

How does Beamonte support the companies we work with?

• Developing new business lines or service offerings• Identifying and pursuing geographic expansion• Creating new distribution channels and partnerships• Growth through acquisitions – Identifying targets, evaluating opportunities, executing

transactions and facilitating integration• Strengthening financial reporting and use of operating metrics to clarify value drivers• Developing the management team through additions and defining roles• Instilling accountability and financial discipline

“……. our investment in CITEC ING demonstrates Beamonte’s confidence in the

Mexican economy. “ Luis F. Trevino

Managing Director

Portfolio

CITEC ING was formed in 2003 to provide validation services to the pharmaceutical industry in Mexico; the company develops a fully integrated suite of solutions including drugs stability, validation of computerized systems, training courses and environmental and surface monitoring.

www.citec.com.mx

© 2012 Beamonte Investments, Inc.

Beamonte Investments, Inc.470 Atlantic Av. 4th FloorBoston MA 02211

Beamonte Capital Partners, LLC225 Franklin St 26th FloorBoston MA , 02110

T (1) 617.275.8960F (1) 617.292.2300