Presentación de Invermaster Firma de Banca de Inversión y Finanzas Corporativas

3. Wearethetrustedadvisortobusinessowners.
InvermasteristheresultofajointventurebetweenInvermasterLLCfromU.S.A.withprominentCentralAmericanentrepreneurswithlongexperienceandrecognition.
Wearearegionalinvestmentbanking,privateequity,strategicconsultingandcorporatefinancefirmwithofficesinCostaRica,GuatemalaandMiami.Forourclients,webuyandsellcompanies,raisecapital,negotiatedebtandadviseonmajorstrategicissuesoftheirbusinesses.
WehavedevelopedprojectsallacrosstheCentralAmericanregion,MexicoandColombia.

4. Invermasteremergesasadifferentresponsetotheclassicbusinessadvisory:
ThePileofMoney:
Substantialandtangibleeconomicvalue,nowandinthefuture,forbusinessowners…
Putyourmoneywhereyourmouthis:
Wetakereputationalriskinourrecommendations,bytakingchargeofsometasks,encouragingactionandsupportingourcustomers,whereverpossible,withourowncapital.

5. Wearethefacilitatorthatallowsourclientstoachievetheirbusinessgoals.
Fromthebeginning,wehavebeenidentifiedasoneoftheleadingandmoreexclusivesourcesofexpertknowledgeandexperienceforthedevelopmentofhighimpactbusinessstrategies.
Wearecommittedtocreatesuperioreconomicvalueforourclients,throughpeopleexcellence,insightfulbusinessanalysis,andrevolutionaryandinnovativestrategies.
Ourfirmisrecognizedforit´spracticalapproachinsolvingthemostcomplexbusinessproblemsthatnowadaysbusinessowners,managersandshareholdersface.

7. Wecreatewealthforourinvestorsthroughtheanalysisandselectionofhigh-profitprojects,optimizingreturnsthroughco-managementofthebusinesseswhereweinvestandbringingtogetherthemostqualifiedexpertstoperformbasedonbestdemonstratedpractices.
Source of continually updated opportunities
Prioritization of investments based on profitability and risk
Best practices in Corporate Governance with partners
Participation in primary management entities
Legal and fiscal structuring
Active administration of operations
Financial structure optimization
Operative decision-making under the P.O.M. focus
Responsibility and delivery of clear accounts
Permanent management reports
Restructuring and Crisis Management

8. Ourgoalistomaximizethesalevalueofourclient'sbusinessfacingadecisiontoselloracquireanotherbusinessinaneffectiveandefficientapproachthatwilladdmorevaluetoourcustomers.
Sale Strategy and Business Target Screening
Business Valuation
Road Show
Transactions Negotiation
Strategic Due Diligence
Transaction Financing
Transaction Closing
Post-Transaction Integration Strategy
Strategic Auditing

9. Weexecutethesaleorpurchaseofallorpartofabusiness.Fromthestartofthenegotiationsuntilthereceiptofthesecurities.Includingtheexecutionandimplementationofthefollowingactivities:
Valuing the company and defining the strategy
“valuer”
Negotiate the price and terms of the transaction
“buffer”
Interact with banks and partners to finance the transaction
“financier”
Ensure the quick and efficient closing of the transaction
“doer”
Contact potential applicants
“buyer or seller”
Coordinate the Due Dilligence process and the advisors of the Buyer Side
“leader”
Plan the Integration process
“planner”

10. Wesupportourclientswithstrategicadviceandassistanceintheimplementationofhighimpactdecisions.Wedonotdevelopreportsthatwillthenbearchived,butrathersupportourclientstoexecutekeystrategicdecisionsfortheircompanies.
Business Portfolio Analysis and Optimization
Market and Industry Mapping
Business Unit Strategy
Best Demonstrated Practices Analysis (“BDP”)
Chief Strategy Management Office
Expansion and Growth Strategies
Loyalty Programs

11. Wecreateshareholdervaluethroughbettermanagementofthefinancesofthecompany,fromthestructuretotheplacementofsecurities,thesigningofdocumentsandreceiptoffunds.Wedifferentiateourselvesfromthebrokersbecauseweexecutetheimplementationoftheproposedfinancialstrategy.
Financial Modeling
Financing Structuring
Financing Road Show and Booking
Transaction Negotiation
TransactionClosing
Debt Restructuring and Crisis Management

13. Somekeyprojectsthathaveshapedthegroup'sexecutiveexperienceindevelopingStrategiesandSales,MergersandAcquisitionsinthepast20yearsintheregionare:
La Fragua (Guatemala)
Banco Agrícola Comercial (El Salvador)
Banco Continental (Panamá)
Grupo Taca (Centroamérica)
Ford (Brasil y Argentina)
FEMSA (México y Argentina)
CSU / Mas x Menos (Costa Rica)
Amanco(Centroamérica)
American Express (Brasil y México)
Grupo Agrisal(El Salvador)
Motorola (Latinoamérica)
Coca Cola (Embotelladores de C.A.)
Heinz (USA)
Grupo Cobán (Guatemala)
Grupo de Sola (El Salvador)

14. geographies
industry sectors
projects examples
Central America: Panama, Costa Rica, Nicaragua, El Salvador, Honduras, Guatemala
Mexico: Mexico DF, Guadalajara, Monterrey, Puebla
Argentina: Buenos Aires, Cordoba, Santiago del Estero
Brazil: Sao Paulo, Rio de Janeiro
Colombia: Bogota, Cali y Medellin
Venezuela: Caracas
Ecuador: Guayaquil
USA: Miami, Dallas, Houston, San Antonio, New York
Peru: Lima
Chile: Santiago
Uruguay: Montevideo, Punta del Este
Paraguay: Asuncion
Beverages: Alcohol, Beer, Soft Drinks, Juices, Water
Transformation: Construction Materials, Flexible Packaging, General Packaging, Candles, Sugar, Consumer Goods
Technology and Telecommunications: Cellular, Fix, Cable TV, Cell Phones Manufacturer, E-commerce, ISP
Services: Global Advertising Agency, Car Dealer
Financial Services: Banks, Credit Agencies , Insurance, Credit Cards
Retailers: Supermarkets, Limited Service, Supermarkets, Convenience Stores, Department Stores, Hypermarkets, Consumer Goods, Wholesalers
Airlines: Operations, Maintenance, Customer Service
Post-Transaction Integration
Core Business Process Redesign
Long Term Alliances
Loyalty and Consumption Incentives
Plant specialization and rationalization
Costs and Expenses Reductions Programs
Best Demonstrated Practices
Benchmarking
Product Line Profitability's
Marketing
Optimization of Product Line
Growth Strategies
International Expansion
New Segments Penetration
Product Development
Distribution
Business Portfolio Analysis
Synergies

15. Weparticipateinthecreation,development,administrationandplacementofprivateinvestmentfunds.Capitalissourcedfromprestigiousinvestors,includingtheIFC,DEG,NORFUND,BID,privateparties,andothers:
CoreCo Central America I L.P.
Invermaster Group
SacBeVentures LLC
US$ 50 MM for Hotel Development in Central America and Colombia. Conceptualization -Negotiation -Follow-up
US$ 65 MM in capital for Central American companies.
Fundraising –Negotiation –Administration –Investment -General Partner
US$ 20 MM in capital for Central American companies
Fundraising –Negotiation –Administration –Investment -General Partner

16. Spectrum
Hilton -Princess
Laureate International Universities
Wesupportyourinternationalexpansionstrategy.
Multi-national University Operator. Entrance strategy to two university education markets. Guatemala and El Salvador
Largest real estate developer in Guatemala. Mapping of opportunities and accessibility for nine cities in Mexico.
Owner and operator of Hilton Princess hotels. Evaluation of the potential market in seven markets in Colombia.

17. Wemapmarketsegmentsandevaluateopportunitiesforaspecificgeographicmarket.
Maceramik
Internacional de Seguros
Grupo Progreso –Cal Division
Mapping of 18 Latin American markets to evaluate opportunities for expansion in Cal.
Calculations on market size in Guatemala, Costa Rica and Panama. Evaluation of potential in the rest of Central America
Opportunities from the new regulations and opening of the Costa Rican market. Evolution and penetration potential for the market

18. Strategy -Opportunity Mapping
Costa Rica -December2011
Energy Project Valuation
Guatemala –Mayo 2012
Nicaragua -January 2013
Strategy –Opportunity Mapping
Strategy -Opportunity Mapping
Costa Rica -December2011
Energy Project Valuation
Guatemala –Mayo 2012
Nicaragua -January 2013
Strategy –Opportunity Mapping

19. Valuation, Due Diligence and Buyer Advise for Strategic Acquisition
Costa Rica -August2011
Corporate Valuation for Strategic Acquisition
Costa Rica -November 2008
Due Diligence for Strategic Acquisition
Guatemala -January 2011
Costa Rica
Financial Planning and Long Term Projections
New Market Strategy and Business Development
Mexico –May 2007
Valuation and Due Diligence Support
Costa Rica
Costa Rica -October 2010
Guatemala & El Salvador –June 2009
Costa Rica –August 2011
Costa Rica
Strategy-Opportunity Mapping.
Guatemala –July 2011
Private Equity Investment in Real Estate Project
Market Mapping, Scouting and Entry Strategy Plan
Central America
Costa Rica -January 2012

20. Five-Year Strategic Growth Plan and Franchise Model Design
Guatemala -October 2009
Strategic Alliance with Intelident
Guatemala -November 2009
Long Term Financing Package from G&T Continental Bank
El Salvador -February 2010
Financial Valuation of a Central American Bank and Financial Group
Panamá -June 2008
Corporate and Business Unit Strategy
Guatemala -April 2008
Market Map and a Market Entry Strategy Plan
Guatemala & El Salvador -December 2009
Market Map and Country Entry Strategy Plan
Costa Rica -December 2008
Internacionalde SegurosPanama
Corporate Portfolio Analysis and General Business Unit Strategic Plan
Guatemala -November 2009
Market Map and Entry Strategy Plan
Mexico -September 2008
Guatemala

21. Corporate Portfolio Analysis and a Business Unit Strategic Long Term Plan
Central America -November 2010
Long Term Debt and Mezzanine Financing Package from IFC (World Bank) and DEG (Germany)
Central America -May 2010
Joint Venture with Livsmart SA de CV
Guatemala -September 2010
Due Diligence and Advise to the Buyer on Strategic Acquisition
Costa Rica -April 2010
Long Term Financial Plan
Mexico -September 2008
Due Diligence and Advise to the Buyer on Strategic Acquisition
El Salvador -November 2008
Costa Rica
Costa Rica
Local Market Support, Scouting and Project Implementation
Costa Rica –January 2011
Strategic Alliance and Corporate Finance
Costa Rica –January 2011
Market Mapping, Scouting and Entry Strategy Plan
Colombia -September 2010
México
Central America

23. Westrengthenourposition,knowledgeandskillswithaccesstoleadingindividualsandinstitutionsintheirfields.
Consultants:
Auditors,lawfirms,taxlawyers,technologyservicescompanies,expertsinspecificindustries,techniciansandspecialists,etc.
BusinessContacts:
AlargenetworkofcompanyownersandmanagersforleadingbusinessesintheUnitedStates,EuropeandLatinAmerica.
InvestmentCompanies:
Morethan50investmentbanksandventurecapitalfundswithpastactivityandinvestmentintheregion.FMO, DEG,IFC,IIC,BCIE,GTZ,EIB,etc.
AcademicInstitutions:
INCAE(CostaRica),IAE(Argentina),IPADE(México), UniversidadFranciscoMarroquín(Guatemala).

25. Roberto Eduardo Ponce Romay
InCentralAmerica,heparticipatedintheconceptualizationanddevelopmentofsomeofthemostimportantgroupsintheregion,includingGrupoTaca, Amaco,andthealliancebetweenPaizandMásporMenos,aswellasthetakeoverofalmostallCocaColabottlingplantsandthedevelopmentoftherealestatecompanyGrupoDeSola,amongothers.
HeparticipatedasamemberoftheBoardofDirectorsforseveralcompanies,suchasarealestatedeveloper,aninvestmentgroup,ahomeaccessoriesmanufacture,andasoftwarecompanyinMexico.HeisanactivepartneratCoreCoHolding,a$50millionfundforprivatecapitalinvestmentsinCentralAmerica.
HeparticipatesastheExternalDirectorfortheBoardofDirectorsofaregionalbranchofhotels.Mr.PoncehasfrequentlybeeninvitedtoparticipateinseminarsandconferencesforINCAE,LatinFinanceandEuromoney.HehasalsoservedasacolumnistforthemagazineEstrategiayNegociosyElEconomista(StrategyandBusinessandtheEconomist).Mr.PoncehasanMBAfromINCAE,wherehegraduatedamongthefirstthreeinhisclass.Heisanex-airplanepilotandanAeronauticalEngineerfortheArgentineAirForceandtheUniversidadCatólicadeCórdobainArgentina.
InvermasterfounderandCoreCoCentralAmericaFundpartner.Hasmorethan20yearsofexperienceinstrategicconsultingforregionalprojectsandinvestmentbanking,withexperienceintransactionsworthmorethan$2billion;executinginternationalgrowthandexpansionprojects;portfoliooptimizationforbusinessconglomerates;andregionalprojectsofindustryconsolidation.Hasactedasadvisortoownersandinvestorsformergertransactionsandcompanyacquisitions,debtrestructuring,corporatefinancenegotiations,andprivatecapitalfundraising.HasworkedwithclientsinalmostallcountriesofLatinAmerica,withafocusonMexico,CentralAmerica,Colombia,andthesouthernUnitedStates.Additionally,isaninvestorandprivateinvestmentfundsadvisorintheUnitedStatesandLatinAmerica.
Mr.PonceenjoyedastellarcareeratBain&Company, Inc.,oneofthemostprestigiousstrategicconsultingfirmsintheworld.There,heoccupiedarangeofpositions,fromanalysttoseniormanager.HewaspartofthefoundingteamforBainofficesinMexico(1997)andCostaRica(1993),andwasmemberoftheinitialdevelopmentteamforBaininSaoPaulo,Brazil(1999).

26. Hasmorethan12yearsofprofessionalexperienceinthefinancialfield.BeforejoiningInvermaster,wasVice-presidentandBusinessManageratAmbaResearch,acompanydedicatedtofinancialanalysisforinvestmentbanks, investmentfunds,andhedgefundsonaninternationallevel. Sheledthecompany'slargestglobalaccount,oneofthetop10investmentbanksintheworld,andwasinchargeofateamofmorethan30people.Additionally,sheworkedinresearchandfinancialanalysisandwasinchargeofbuildingandmaintainingfinancialmodelsformorethan200LatinAmericanbusinesses,approximately50businessesinotheremergingmarkets,and20NorthAmericancompanies.
Priortothis,sheworkedformorethanfiveyearsinthesecuritiesmarketinBolivia,whereshewasaninvestmentanalystfortheSuperintendenciadePensiones,ValoresySeguros(SuperintendencyofPensions,SecuritiesandInsurance);securitiesmarketanalystfortheMinistryoftheTreasury;andarenadirectorfortheBolivianstockexchange. Additionally,shehasampleexperienceinclientservicesandteamleadership.
LorenahasaMaster'sinBusinessAdministration(MBA)withanemphasisinEconomicsandFinancesfromtheIncaeBusinessSchool.ShealsohasaLicenciaturadegreeinBusinessAdministrationfromtheUniversidadCatólicaBoliviana.
Vice-presidentofInvermaster.Mr.ZamorahasanMBAfromINCAE.HewasalsopartofthefoundingteamforBain& CompanyinCostaRica.From1988throughthepresent,hehasparticipatedinthemanagementanddirectionofseveralundertakings,commercialbusinesses,industrialcompaniesandservices,aswellasNongovernmentalOrganizations(NGOs).Theformerbothduringtheconceptualizationstagesaswellasforday-to-dayoperations.
Currently,servesastheIIVice-presidentoftheCostaRicanChamberofIndustries;PresidentoftheCostaRicanSupportFoundationforMicroandMediumEnterprises,aninitiativeoftheCostaRicanChamberofIndustries;andrepresentstheCostaRicanprivatesectorbeforetheAdvisoryBoardoftheDevelopmentBankingsystem;aswellasotherinstancesofstrategicdecision-making,includingwithFUNDECOOPERACION,aninitiativethatwasestablishedduringtheRíoSummitof1992.
InInvermaster,hehasparticipatedinseveralstrategicconsultingprojectswithregionalreach,aswellasthevaluationofbusinesses,mergersandacquisitions,andalsocorporatefinanceprojects.Alloftheabovewasintheindustriesofsecurity,wealthmanagement,financialservices,insurance,andrealestateprojects,amongothers. HehasalsocollaboratedintheprocessofcreationandstructuralreorganizationofaPrivateCapitalFundthathasregionalreach,andinestablishedregulationsfortheuseofpublicfundstodriveSeedCapitalinCostaRica.
.
Federico Zamora Cavallini
Lorena Grundy Castaños

27. JuanDiegohasparticipatedinstrategyprojects,marketmapping,businessportfoliooptimization,mergersandacquisitions,andfinancialvaluationsforbusinessgroupsinthesectorsofhotelmanagement,energy,retail,callcenters,financialservices,logistics,agroindustry,security, andrealestate,amongothers.
BeforejoiningtheInvermasterteam,herealizedseveralvaluationsandfinancialstructurereorganizationsforasolidtelecommunicationscompany.Hehasexperienceintheareasofmarketingandfinancewithrecognizedmultinationalcompanies:InPhilipMorrisInternational, whereheservedasmarketanalystandgeneratedmarketresearch,workedinnegotiationsandcoordinatedeventsthathadagreatimpactonabrandportfolio.AtCitiBank,asfinancialanalyst,heworkedinthedepartmentofcommercialoperationsandtheninthetreasurydepartment,whereheacquiredknowledgeofopenmarketoperationsfortheentireregion.Finally,atUnionCreditBankinMiami,heworkedwithfinancialproductsandthecapitalmarket.
HegraduatedCumLaudefromtheUniversidadFranciscoMarroquíninGuatemalawithadegreeinBusinessAdministrationandspecializationinFinanceandEntrepreneurship.Additionally,hehastakenadvancedFinancecoursesfromHarvardUniversityandtheLondonSchoolofEconomics.
.
Valeriahasparticipatedinstrategyprojectsforwholesalersandretailersforcompaniesintheconstructionindustry,aswellasincorporaterestructuring;valuationsintheindustriesofretail,logistics,security,andcallcenters;andcapitalfundraising.Sheisapartoftheteaminchargeofco-administeringInvermaster'sprivatecapitalinvestmentsinCostaRica.
BeforecomingtoInvermaster,ValeriaworkedasafinancialanalystintheFixedIncomedepartmentforaninvestmentbankinLondon,whereshecoveredcompanieslocatedinRussia,theUkraine,Kazakhstan,Turkey,andtheMiddleEast,andwheresherealizedanalysisandfinancialmodelingfortheindustriesofbanking, telecommunications,mining,petroleumandgas,amongothers.ShehasalsoworkedintheSociedadAdministradoradeFondosdeInversión(S.A.F.I.;theAdministrationofInvestmentFunds)oftheSecuritiesExchange,asassistantinspecializedportfoliosforFinancialInvestmentFunds.Herexperiencealsoincludesthecreationofbusinessplansformicro,smallandmediumenterprisesinCostaRica.
ValeriastudiedBusinessAdministrationwithanemphasisinFinanceatLaSalleUniversity.SheiscurrentlypursuingherMBAwithanemphasisinFinance.SheisfluentinSpanish, EnglishandRussian.
Valeria Araya Yuditskaya
Juan Diego Berger Crespo

28. Pablohasparticipatedinstrategyprojectsandfinancialvaluationsforcompaniesinthesectorsofhotelmanagement,callcenters,security,realestate,andcoffeeexportation,amongothers.
BeforejoiningtheInvermasterteamin2012,heworkedinmanagementandadministrationpositionsfordiverseprojects,includingbusinessdevelopmentandcommercializationatProductosdePetén;managementandlogisticsatSpectrumInmobiliaria;andcoordinationandadministrationatPolarIndustrialS.A.
Beforejoiningtheworkforce,hewasactivelyinvolvedinstudentlifeastheco-founderin2006oftheIndustrialEngineeringStudentAssociationfortheUniversidadDelValleinGuatemala;ProjectManagerforthe"OplaCorn" project,astudentassociationinfavorofimplementationandsustainabledevelopmentinthemostnecessaryareas; anddelegateofthe2012Master'sclassspecializinginFinance.
HehasaMaster'sdegreeinFinancefromthebusinessschoolEscueladeAltaDirecciónyAdministración(EADA)inBarcelona,Spain.HealsopossessesaLicenciaturadegreeinIndustrialEngineeringfromtheUniversidadDelValleinGuatemala.
.
Anahasparticipatedinprojectsinvolvingstrategy, valuation,corporatefinanceandprivateequityforcompanyinthesectorsofretail,security,logistics, construction,realestate,andothers.Shehasfocusedonvaluationsformultiples,andhasconductedmarketresearchandparticipatedinthecreationofstrategypresentations.
Sheisinvolvedandgivessupporttoprivateequityprojects, specificallyinthecreationofinvestmentteasersandpitchbooksforadiverseselectionofcompanies.
ShewasinchargeofcreatingmanualsonenvironmentalandsocialpoliciesforprivateequityfundswithwhichInvermasterhasworked.
BeforejoiningInvermaser,sheworkedinafamilybusinessandfocusedprimarilyonprovidingsupportandperformingadministrativefunctions.
In2011sheparticipatedinafairforentrepreneurs,whichwashostedbytheUniversidadNacionalofCostaRica.Here, shewonfirstprizeintheenvironmentalcategory.ShegraduatedinBusinessAdministrationfromtheUniversidadNacional.
Ana Arias Fuentes
Pablo Andrés Tager Penados

29. Inthelaborfield,priortoInvermaster,JulianainternedintheCostaRicanbankingfield.SheobtainedexperienceinthemarketingdepartmentofScotiabank,wheresheconductedsurveystoimprovecustomerservice.ShealsoworkedattheBansoldealingdesk,whereshewasinchargeofreportingdailytransactionsfromthisareaofthebanktotheCostaRicanCentralBank.
Julianaspentasemesterin2011attheUniversidadInternacionaldeMonaco.There,shewonacontesttolaunchabusinessandthenpresentittorecognizedinvestorsinMonte-Carlo;herideawaschosenasapossibleinvestmentforthefuture.
JulianagraduatedMagnaCumLaudeinBusinessAdministrationfromAmericanUniversityinWashington, DC.ShespecializedinFinancewithaminorinEconomics. SheispartoftheInternationalSocietyofEconomics(OMICRONDELTAEPSILON)andwaspartoftheHispanicBusinessAssociationatheruniversity.SheorganizedactivitieswiththepurposeofraisingfundsfortheLatin- AmericancommunityinWashington,DC.
Juliana Morales Abreu

30. GUATEMALA
Diagonal 6,12-42 Z. 10
Edif. Design Center Torre 2 Of 503
Guatemala01010, Guatemala
+502 2261-8965
COSTA RICA
200 N Escuela España
San Antonio de Belén
Heredia, Costa Rica
+506 2239.0391
MIAMI
2801 NE 183RD Street
Unit 1805
Aventura FL 33160 USA
+1 (305) 677.3725