Corporate Finance & Wealth Management
I n d e p e n d e n ce , In te g r ity, Exclu sivity
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CORPORATE FINANCE EVK is a corporate finance boutique, committed to provide the highest level of professional service, arguably more often associated with larger investment banks, but at a more cost-effective level. We take a quality-driven, proactive and personal approach to Transaction Advising. We are also sensitive to the cultural, personal and emotional aspects of every corporate transaction and combine this with an understanding of its wider strategic context to deliver successful client outcomes. Our Service include: •
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Preparation of business plans and financial forecasts Business valuations Recommending debt and equity structures appropriate to your circumstances
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Identifying and negotiating the most suitable funding
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Preparing and presenting proposals to potential investors on the most beneficial teams
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Private placement fundraising
and
private
equity
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Mergers & acquisitions
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Disposals
- Developing acquisition strategies, assessing targets and funding acquisitions
- Grooming the business for sale and developing exit strategies
- Advice on tax and commercial aspects of deal structures
- Researching then making confidential approaches to potential buyers
- Negotiating with vendors and due diligence
- Negotiating then project managing the transaction
- Implementation of post-acquisition strategy
- Providing you with taxation and financial planning advice through our specialist teams
Management Buy-Outs/Ins - Assessing the viability of the MBO proposition and business plan - Business Valuation, deal structure, securing finance and tax planning - Project management of the transaction
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Strategic Corporate Advisory - Strategic Position and growth opportunities - Balance Sheet management - Alignment of goals and strategies - Performance enhancement
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FUNDRAISING Fundraising is a complex and delicate process that needs deliberate management. If you are looking for funds but are not sure about where the funds can be obtained, what type of funding is appropriate or how much funding is required then EVK is the right advisory partner. Understanding what the funding sources want, knowing how they work, approaching the right people and getting the proper attention requires experience and knowledge of the inner workings of the financing business as well as a wide network of investors. Being able to present and negotiate your case convincingly, structuring and closing a deal that benefits both the company and the financier in a timely manner requires experience, professionalism, commitment, time, discipline and creativity. EVK will help you to raise money for a new venture or expansion of an existing business. We begin our fundraising process by closely assessing client needs. In order to optimize the cash flow structure and the risk profile we recommend the right mix of debt or equity funding and the valuation which enables successful completion of the fundraising. We have fundraising capability for both public and private company investment opportunities. EVK enjoys strong relationships with an extensive network of institutional fund managers, private equity and venture capital investors, family offices and high net worth individuals. •
For unlisted companies we offer access to equity investment, either through pre-IPO private placement or private equity capital. Clients will often greatly benefit in having access to growth capital, giving them time to develop revenue streams in advance of a future IPO.
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For public companies we offer access to our institutional investor base and provide enhance visibility of investment appetite. We aim to secure rapid soft commitments thereby increasing the likelihood of successful completion of the fundraising
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RISK MANAGEMENT Globalization often means increased exposure towards various currencies, interest rates, stock and commodity markets. Apart from these financial markets, we advise our clients on how to manage other potential risks, such as operational, health, personal security, political, regulatory, country or industry specific risks. Risk management is therefore an integral part of our decision process and client advice. It forms part of our asset allocation and portfolio construction where we talk about risk before we discuss potential return, agreeing on the level of volatility clients are willing to take. Once we have agreed on risk parameters and strategic asset allocation we then monitor portfolio performances versus benchmarks on a regular basis. We also advise our Family Office clients on various optional insurances. Some of our corporate clients wish us to conduct a competitor and industry analysis, highlighting what potential current and future risks they are facing and how to mitigate them. EVK’s senior team is comprised of commercial and private bankers, entrepreneurs and lawyers all of whom have experience in managing the risk profile of complex businesses, wealth assets and liabilities.
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FAMILY OFFICE While no two families’ styles and objectives are the same, the successful enhancement and transfer of wealth across generations demands careful thought, planning and management. EVK Family Office serves as your private CFO and trusted advisor, offering holistic advice and management that takes into account the distinct values and issues faced by each affluent family in a constantly changing macro and micro environment. These often include establishing a family constitution whereby the family governance goals and objectives are clearly set out and communicated from the outset. This ensures the preservation of family values and the successful transfer of wealth overtime, and between generations, thus creating a lasting financial legacy. EVK Family Office is independent of any financial institution. We provide strictly impartial advice without being weighed down by the expectation of selling financial products that primarily benefit the product originator rather than the client. Our independence, as well as the extensive industry experience and network of our principals, ensures that clients have access to the best available external wealth managers and custodians. We can accept discretionary wealth management mandates. Wealth management Our wealth management services include: • • •
Formulating detailed investment perspectives to agree overall asset allocation Tailoring portfolio management services to client investment and risk profiles Identifying and selecting talented wealth managers on a best-of-breed principle
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Assisting clients to choose the “right” Private Banks for custodian services, providing them with the best of both worlds. Clients are able to choose a solid Private Bank with a healthy market capitalization, state of the art infrastructure, research capabilities and execution platforms, yet maintain a relationship with EVK as an impartial and personal advisor to help them to structure the management of their accounts with the respective banks through a limited power of attorney. This segregation of functions between investment advice, custodianship and execution platforms avoids potential conflict of interests and ensures value for service. EVK constantly monitors the competitiveness of pricing and the credit worthiness of the chosen custodian banks and passes through to the client all Retrocession paid to EVK by the relevant parties
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Consolidated reporting of all assets and liabilities held with various custodian banks, delivery of a powerful and understandable risk management report enabling rapid assessment of performance against agreed benchmarks
Family governance & succession planning EVK acts as an independent and impartial third party advisor to all family member stakeholders to ensure that expectations are appropriately set and family values are communicated. Unsatisfied expectations and disharmony with regard to strategic values and objectives are the surest way to destroy family wealth and negatively impact the family business. EVK assists by: •
Preparing and implementing agreed family governance structures
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Providing mentoring & coaching to members involved in family business
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Assisting with succession planning
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International healthcare and life insurance
Estate and tax planning EVK’s estate and tax planning services include: • •
Cross boarder tax advice Individual tax preparation and filing
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Inheritance / estate planning Wills and trusts
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ANDREAS VOGELSANGER Founding Partner Andreas has over 25 years of wide-ranging experience with leading institutions in the finance industry. Prior to joining EVK Capital Andreas worked for top-level investment banks, hedge funds and private banks in Zurich, Geneva, London, Hong Kong and Singapore. He is passionate in finding the optimal financial solutions for his clients; either tailoring an optimal investment proposition for their personal needs, or looking after their corporate needs. Andreas was awarded an AMP diploma from Wharton Business School, University of Pennsylvania and he also holds CEFA (Certified European Financial Analyst and Portfolio Manager) and FRM (Financial Risk Manager) diplomas.
DAVID EDMONDS Founding Partner David Edmonds has spent the past 17 years in South East Asia as an entrepreneur and lawyer. David is also a trained economist and started his professional career in commercial banking. David brings client focused expertise in the areas of fund raising, mergers & acquisitions, corporate and family governance and risk management. David sits on the board of various companies in Singapore, Philippines, Thailand and Australia. David holds a bachelor’s degree in commerce (with honours) and a bachelor’s degree in law from University of Melbourne.
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BRAD KIRKLAND Founding Partner Brad brings with him over 20 years of experience in Investment banking. Prior to joining EVK, he worked in London, Tokyo, Hong Kong and Singapore. Prior to joining EVK Capital Brad was setting up Kleinwort Benson’s office in Singapore. His previous role was held at Mitsubishi UFJ Securities International in London, where he was a Managing Director, and Head of Sales and Trading for Equity, Equity Derivatives and Convertible Bonds. He later relocated to Tokyo to assume a global role before moving to Hong Kong. Brad holds a BSc (Hons) degree from Loughborough University.
THALIA ANDREWS Partner Thalia has spent the last 10 years working in hospitality, construction and media in Asia. In addition to being a partner in EVK Capital she also manages and operates a construction project management company in Thailand and Macau and a marketing and public relation company which services clients from the construction, development and real estate asset owners in Singapore, Hong Kong, Vietnam, Thailand and Australia. She is also an editor for several industry journals including one which represents the interests of international real estate asset owners. Thalia holds a Bachelor of Arts from the University of Sydney and has an interest in politics and strategy.
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GRAEME BENNETT Director Graeme is a private equity fund raising specialist with experience in information technology start up companies. In addition he has over 20 years’ experience in trading and marketing financial market products across Hong Kong, London, Singapore and Sydney. During his career he was managing the credit risk for various banks while he was assisting central banks and fund managers in Europe and the Middle East with funding solutions for their balance sheets.
EVK Capital Pte. Ltd. 20, Cecil Street, #14-01, Equity Plaza, Singapore 049705
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