Investor Relations Solutions to createvalue...Pack Merger of Caixa Catalunya,Caixa Tarragona and...
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www.llorenteycuenca.com Financial Communication Investor Relations Solutions to create value
Transcript of Investor Relations Solutions to createvalue...Pack Merger of Caixa Catalunya,Caixa Tarragona and...
www.llorenteycuenca.com
Financial Communication
Investor Relations Solutions to create value
A leading consultancy firm
Founded
Expansion South America
First office in Miami
New York and Cuba
Acquisition of IT
1995
1998
2015
2016
2016
Leaders in Spain, Portugal and Latin America
Income by regions
38% Spain andPortugal
Americas
62%
18 fully owned offices. 13 countries
38%
62%
Strong support for talent
One of the fundamental principles of our firm is to feature the best talent in the market. We strive to attract it, retain it and develop it.
Employee profile
20 nationalities
average time employees
spend with the firm
average age
Engineers
120
6years
32
Economics-Businessmanagement
Politics
Law
Communication
36
19
13
4
12
languagespost-graduate
studies
+18yearsexperience - the
management team
Journalism 80
The communication firm with the most awards
300 awards in the last five years. Some of the latest:
Agency of the year in Latin America 2017Latin American Escúllense Awards
Public Relations Agency of the Year in Latin America and Europe 2015, 2014 and 2013International Business Awards
Brazil World Cup 2014 Embratur CampaignPRWeek Global Awards
Best Financial Consultancy in the World 2013Global SABRE Awards
Our commercial offering
Areas of Specialization
Sectors
Your trusted partner in the financial area
“Understanding your business and working towards your goals”
IR role is required to understand the market and provide answers…
We want to help Companies to send an unique message to their stakeholders
When it comes to credibility transparency is key.
Build credibility within the Financial Community
1Start by making your story easy to understand. You are telling a story, not selling it.
2A good disclosure policy, right spokespeople,how the information iscommunicated …
… means a better relationship with the market and the stakeholders of the company…
3And creates value for the Company.
Our value proposition
1 2 3 4 5 6Generate
TrustImprove
ReputationAvoid crisis Increase
visibility
Empowered Spokespeople
Strengthen Relationships
Throughfinancialdisclosure
Through clear strategy and
disrupting materials
Through a proactive common
policy
Through a daily contact
with the financial
community
With an unique an
clear message
Through a good
corporate access
Challenges facing IRs
Challenges facing IRs
1Investor Relations
Achieve the share price reflecting the fair value of the company.
2Corporate Access
Improve the liquidity of the Company.
Challenges facing IRs
3Corporate Governance
Generate value for the management team.
Challenges facing IRs
4Reporting & Materials
Capture the attention of my investors and potential shareholders.
Challenges facing IRs
Our solutions
Our solutions
Our solutions involve all the stakeholders of the company to
provide an unique message through differential channels
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3
2
Our offering is built on over20 years of experience in capital
markets
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1. Investor Relations Solutions
Guarantee the best information
service
Build your IR strategy and
execution
Maintain a daily contact with analysts and
investors
Train your Spokespeople
Offer services to minority
shareholders
2. Reporting Solutions
2 Equity Story1
We develop different innovative communication channels to make communication with analysts, investors, and shareholders attractive and accurate and transparent. What makes my company different? What is my success story? Being ableto move it to the market quickly and easily is a challenge.
Financial Results
Advice and help in the publication of quarterly results so that analysts, investors, and private shareholders have the relevant information and key messages to properly understand the company when making investment decisions.
Definition of the strategic messages of the company and preparation of a presentation of its equity story that is capable of transferring the strategic messages, its competitive advantages, its history of growth, its expectations, the market situation and, in short, why an investor must invest in the company.
3 Interactive Materials 5 Website & Online Channels4 Annual Report
Development ofinvestor web sites.Embrace more effective communicationchannels and clear message.Interactive materialsand social media: blogs, webcasts, interviews.
We help companiesto prepare their annual reports as well as their design based on the sector best practices.
3. Corporate Access Solutions
Investor DayOne-on-one
meetingsRoad Shows
Encounter with
investors &
analysts
• Strengthen relations in the market.
• Increase the effectiveness of the relations in the market and promote executive managementinteractions.
1 2 3
3. Corporate Access Solutions
We carry out active marketing to potential investors to estimulate the investor interest towards the company and contribute to the improvement of the liquidity of the value.
We prepare and manageinvestor days andmeetings with analysts toput in value the situationof the company andenhance the knowledge ofthe company.
Identification of opportunities to hold meetings with investors one-on-one, increasing the interest in the value and making the equity story of the company reach a greater investment audience, contributing to the improvement of the liquidity of the value and of the contracted volume.
Road Shows/Investor Day
Encounter with Investors & Analysts
One-on-One meetings
4. Corporate Governance Solutions
General Shareholders Meeting
Board of Directors
Proxy Advisors
Strategic Advisory to the Board of Directors
1Powerful messages for the GSM to enhance the
understanding of the Company among wider investors community and shareholders.
2A well assessed Board of Directors.
Why LLORENTE & CUENCA?
We have proved
Financial Experience
We
understand the market
We understand
your business
We have the best team to
add value to your
proposition
We work as an extension of our clients
We believe financial communications is the best tool to engage shareholders andcreate value for the company.
Our team
Global reach of our Financial Communications team
Tiago Vidal Managing Director Lisboa, Portugal
José Antonio LlorenteFounding Partner andChairmanNew York, USA
Cleber Martins Managing Director Brazil, Latam
Jorge Lopez ZafraSenior Financial Communications Director, Madrid, Spain
Our team
MERITXELL PÉREZDirectorMeritxell has a degree in Business Administration by CUNEF with a major in audit and more than 16 years of experience in financial markets. She has developed her activity the last 12 years in the Investor Relations departments of Clínica Baviera and Sol Meliá. Before that she worked in different projects, among them, the creation of the commercial office of the Spanish Embassy in Lithuania. Moreover, she worked inDeloitte, auditing for 2 after working in BBVA in Paris. Since she started working in LLORENTE & CUENCA, she is developing financial communications strategies for high end national and international companies..
JORGE LÓPEZ ZAFRASenior DirectorJorge has a more than 20-year Communications background. He is an expert in Strategic Planning, Financial Communications, and Competitive Intelligence (trends and sector analysis). Prior to join LLORENTE & CUENCA, he worked for Iberdrola during eight years, where he actively participated in the development of strategies / coordinationof corporate comms projects (IPO, M&A, Integrations, AGM, other corporate affairs), Among others, Jorge integrates the senior team of Unicaja, Oliver Wyman, Gamesa, NH hotels and Ardian clients.
Allies that make results possible
Members of the AMOnetwork, allowing us toparticipate in the mostrelevant financial markets
Credentials
Clientes00
2015
Advice on the takeover bidfor
Jazztel
€ 3.400 MM
2015
Advice on thesale of a 80%stake to KKR
€ 800 MM
2015
Advice on the purchase of
Panrico
€ 190 MM
2015
Advice on the debut in Spain’s
AlternativeStock Exchange
€ 3.8 MM
2015
Advice on the acquisition of
Vilamoura Lusort to Caixa
Catalunya
€ 200 MM
2015
Advice on the purchase of CP
Carga to Portugal CP
Camboios
€ 53 MM
2016
Advise on the sale of VSB and
VdA to Cubico
Sustainable
Investments
€ 497 MM
2015
ACPincorporates
Security Group in Protecta as a
shareholder
$ 22.7 MM
2015
Advise on the acquisition of a
55% stake in PedregalPower
Company
$ 108 MM
2015
Advise on the purchase of
Royal Hotels
$ 74.1 MM
2016
Advice on Tüv Süd takeoverbid
€ 63,71MM*
2016
Advice on the merger with
Siemens Wind Power
€ 6.640MM*
2016
Advice on thesale process ofthe company
€ 18,5MM
2016
Advice on the acquisition of
Areva’s stake in Adwen
€ 60MM
2016
Advice on the acquisition of
four solar plants to Solarpark
Not specified
2016
Advice on a bonds issue at
Spain’s Alternative
Fixed Income Market
€ 33,5MM
2015
Advice on the purchase of a 10% stake in
CLH
€ 325MM
2016
Advice onthe purchase of
Ascendi PTII
€ 600MM
2016
Advice onCaixaBanktakeoverbid
€ 644,5MM
2016
Advice on the sale of 25% of
Circuito Mexiquense
Not specified
2016
Advice on the mergerbetween JC Decaux and
Top media
Not specified
2016
Advice on Red Compartida deal
$ 7.000MM
2017
Advice on the acquisition of a
75% stake in PATSA
Not specified
2016
Advice on the sale of Pemex’
assets
$ 1.200MM
2016
Advice on the acquisition of a
32% stake of Aeroméxico
Group
$ 620MM
* Valorations: MM (Millions). Information source: Mergermarket, TTR
2017
Advice on the acquisition of
Bodybell
Not specified
2015
Advice on the purchase of a
Lindely stake by Arca
Continental
$ 910MM
2017
Advice on the acquisition of
Windsor Atlântica /
Hilton Hotel CopacabanaRio
Not specified
2017
Advice onthe sale of a 10% stake inCLH
Not specified
2017
Advice on a seniorbonds
issue
€ 115MM
2017
Advice on theacquisition ofAviva inSpain€475M
M
2017
Advice onIPO targeted to
institutional investors
€ 756,25 MM
2017
Advice on the takeover bidfor
Abertis
16.300MM€ 475MM€
00Operaciones M&A - ECM
2012
Advice on the acquisition and integration of Banca Cívica
€ 977 MM
2011
Advice on the acquisition of
Spain Bimboin Spain and Portugal
€ 115 MM
2011
Advice on the restructuring of “La Caixa” Group and CaixaBank
IPO
€ 3.500 MM
2012
Advice on the sale toDoughty
Hanson
€ 355 MM
2011
Advice on the merger,creation
and recapitalization
of BMN
€ 2.792 MM
2011
Advice on the acquisition of
Total’s stake in Cepsa
€ 3.966 MM
2010
Advice on the acquisition of
Abertis’ stake in ACS
€ 2.683 MM
2013
Advice on the sale of LNG
assets to Shell
€ 5.100 MM
2014
Advise on the merger with
Metalcom
Not specified
2012
Advice on the acquisition of
Pringles
$ 2.659 MM
2011
Adive on the acquisition of
HudBay
Not specified
2011
Advice on the sale of Prisma
Pack
Not specified
2010
Advice on the Merger of Caixa Catalunya,Caixa Tarragona and Caixa Manresa
€ 1.250 MM
2011
Advice on the acquisition of Disa’s take in
CLH
€ 360 MM
2014
Advice on the acquistion of
Semusa
Not specified
2014
Advice on the sale of 60,68%of
Financiera Edyficar to ACP.
$ 179.5 MM
2014
Advice on the acquisition of the Spanish
plantGenhelix
€ 11 MM
2014
Advice on the acquisition of a
56% stake of Cruz Blanca
$ 250MM
2014
Advice on theacquisition ofTurkish Embil
€ 50 MM
2014
Advice on the acquisition of 50% of Ribera
Salud
€ 60 MM
2014
Advice on the purchase of
Tranquilidade to Espiritu Santo
Group
€ 44 MM
2014
Advice on the acquisition of
Barclays’ Spanish
businesses
€ 800 MM
2014
Advise on the sale of assets to
Merlin Properties
€ 739.5 MM
2014
Advice on the purchase of
Kutxabank’sreal estate assets
€ 930MM
2014
Advice on the acquisition of
Supan
$ 800 MM
2014
Advice on the sale of assets in
Panama and Costa Rica to
Celsia
$ 800 MM
2014
Advice on the sale of a 25%
stake of Conmex to IFM Investors
$ 600 MM
2014
Advice on the sale of Maestro Peru toEnfoca.
$ 492 MM
2014
Advice on the purchase of the
Chilean companyCGE
$ 2.600 MM
2014
Advice on IPO targeted to
institutionaland retail investors
€ 3.132 MM
2014
Advice on the takeover bidfor
ONO
€ 7.200 MM
2014
Advice on the restructuring and sale of its
assets in LatAm.
€ 8.252 MM
2014
Advice on the acquisition of
Talisman Energy Group
€ 10.400MM
00Operaciones M&A - ECM
