2015
Copyright 2015 Knightsbridge Partners Limited.April
All Rights
Reserved
Strictly Confidential
INDEX
Beyond Capital
Management
Beyond
Capital
Management
SECTION 1
OVERVIEW
03
SECTION 2
ASSET MANAGEMENT
06
SECTION 3
INVESTMENT BANKING
09
SECTION 4
REAL ESTATE
12
SECTION 5
16
SECTION 6
AGRIBUSINESS
19
SECTION 7
STRATEGIC PARTNERS
22
SECTION 8
REACH
26
SECTION 9
TEAM
31
SECTION 1
OVERVIEW
About Knightsbridge
Established in 2003, Knightsbridge Partners is a Merchant Bank, modeled on the merchant banks of the
1930s and 40s, with core values and total commitment to clients that rarely exist today. Currently, the firm
has offices in London, Buenos Aires, Santiago and Mexico City.
Prior to forming Knightsbridge, the partners had successful careers in wealth management, investment
banking, private equity and real estate where they held senior positions at Goldman Sachs, Deutsche
Bank, UBS, Morgan Stanley, JP Morgan, BNP Paribas and Banco de Chile.
Having worked in New York, London, Madrid, Mexico City, Santiago, Sao Paulo, Johannesburg and
Buenos Aires the team shares a diverse investment expertise and network with a focus on Emerging
Markets.
Our competitive advantage rests in the combination of extensive investment experience, access to unique
investment opportunities and our vast network of relationships throughout Latin America, the United
States, Europe, the Middle East and Asia.
We take an active, hands-on approach as an Advisor. With our strong financial engineering skills,
international affiliations and network, Knightsbridge adds value to clients far beyond the deployment of
equity capital.
Our key areas of expertise are Alternative Investments with a focus in Asset Management, Private Equity,
Real Estate & Direct Investments.
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Knightsbridge commits people, capital and ideas to help its clients achieve their
financial objectives.
Asset Management
Investment Banking
Real Estate
Capital Advisory
Services
Agribusiness
SECTION 2
ASSET MANAGEMENT
Asset Management
Manage Volatility
Hedge and Trade on the high volatility
generated by uncertainty
Assess
Local Policy
Diversify risk
Exposure to a broad asset
base within the Latin
American market
Arbitrage Assets
Arbitrage valuations of the big pool of
under-researched assets
Knightsbridge partners has recently launched an Argentina Recovery Fund as its first Asset
Management product
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Investment Strategy
Fixed Income
Equities
Alternative Investments
Sovereigns: Local,
International, GDP-linked
Portfolio
Corporates: Pesos,
Dollars, State & Private
companies
Foreign Exchange,
Futures, Derivatives
SECTION 3
INVESTMENT BANKING
Investment Banking
Our partners have over US$ 4 Billion of direct transactional experience in Investment Banking acquired in
International Banks in multiple regions and sectors. We work to provide best-in-class advice and
outstanding execution on transactions across products, sectors and geographies in order to help our clients
realize their objectives
Knightsbridge offers its clients a full range of Investment Banking services:
Mergers and Acquisitions
Debt Origination
Debt Restructuring
Corporate Finance Advisory
Valuation
The Investment Banking team main focus in the Energy, Retail and Financial services.
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Investment Banking
Selected Transactions
Loma Negra
Pampa
Energa
Portuguese
Construcion
Ongoing
Debt Restructuring
Corporate Finance
Advisory
Debt Restructuring
US$ 178M
US$ 840M
3billion
Ongoing
Ongoing
Acquisition
of Retail Company
Acquisition of Materials
Company
US$ 100M
US$ 20M
US$ 700M
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SECTION 4
REAL ESTATE
12
Real Estate
Our Real Estate division is vertically integrated offering the full range of industry services: development,
investment, transaction and funds. The Partners real estate investment experience has its roots in three
generations of investing in this asset class.
Our in-depth local knowledge, formidable execution, access and transparency, radically differentiate
Knightsbridge from other firms operating across Latin America.
Our firm has also partnered with top tier groups to co invest in the United States Office & Residential
Sector.
We provide services to our clients on:
Developments
Investments
Transactions
Asset Management
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Marquee Deals
Yoo Nordelta
Barrick Building
Development, Argentina
Acquisition, Chile
Hospitality
Residential
Office
Luxury
Luxury
Opportunistic
65% LTV at 5%
Year 2011
Year 2013
14
F u n d Tr a n s a c t i o n s ( 2 0 1 4 )
Town Park Ravine
Coliseum Center
Charlotte, North Carolina
Wildwood Park
Atlanta, Georgia
Atlanta, Georgia
66.1% LTV at 5%
Knightsbridge acquired over US$ 250M in Office buildings in the US during 2014 alongside ACP
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SECTION 5
CAPITAL ADVISORY
SERVICES
16
Knightsbridge Private Capital Advisory Services business is dedicated to connecting fund managers with
high value investment opportunities with our broad client base and relationships; focusing on raising
capital for Private Equity, Real Estate, Hedge Funds and Direct Transactions.
We act as an adviser to our clients to develop a complete understanding of their businesses, aspirations
and fundraising objectives. We seek to form long-term relationships, supporting them over successive
fundraisings. They value our insights and advice in areas of:
Strategy
Marketing
Project Management
We have long established relationships with a global investor base of Institutional Investors and Family
Offices. These relationships give us an in-depth insight into their objectives, focus and decision making
process; they enable us to design the optimal funding strategy for our clients.
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Americas Cap
Partners
Structuring and
Fundraising for US Real
Estate Fund
USD 225M
!
Four
Seasons
Structuring and
Fundraising Luxury
Hotel
USD 120M
Agro Terra
Consultatio
Fundraising for
agricultural land fund in
Latin America
USD 400M
USD 100M
NH-LHI
Sabadell
Carlyle Group
Blue Water
Selling of 7 hotels
Portfolio to INVESCO,
Germany
Private Placement in
selected Latin countries
Placement for
European based
Energy fund
135M
406M
Ongoing
US$ 850M
!
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SECTION 6
AGRIBUSINESS
19
Agribusiness
Knightsbridge structures and develops investments in the food value chain from origination to processing
and commercialization.
We work on the selection of agricultural real estate and management of agricultural assets. We are vertically
integrated in every step of the value chain: brokerage, production management, input supply, farm
operations, commodity trading.
We focus on business opportunities where there is a distinctive opportunity for land conversion, production
optimization, technology implementation or irrigation to generate a production that better fits the market and
the financial needs of potential strategic buyers.
The Partners have vast experience across regions in structuring, executing and commercializing over
500.000 acres of agricultural land across three continents.
20
Track Record
21
Manages a corporate
agriculture company to run own
land and third parties
-----------------------------------Management
-----------------------------------3,000ha own; 300,000ha 3rd
-----------------------------------Argentina
SECTION 7
STRATEGIC PARTNERS
22
Carlyle (Global)
The Carlyle Group is a global alternative asset manager with $203 billion of assets under
management across 129 funds and 141 fund of funds vehicles.
Founded in 1987 in Washington, DC, Carlyle has grown into one of the worlds largest and most
successful investment firms, with 1,700 professionals operating in 40 offices in North America, South
America, Europe, the Middle East, Africa, Asia and Australia.
More than 1,700 investors from 78 countries rely on Carlyle to achieve premium returns on their
invested capital. Our investors range from public and private pension funds to wealthy individuals and
families to sovereign wealth funds, unions and corporations.
Through an array of products and geographic specific-funds, they work to meet the dynamic needs of
the worlds most sophisticated investors.
23
ACP (US)
America's Capital Partners (ACP) was founded in 1998. Within a year of its establishment, the
partners completed a record-breaking transaction for 3.2 million square foot in suburban office
buildings and development land. This volume made America's Capital Partners the largest owner of
office buildings in South Florida during that period.
Since then, ACP has managed risks and created value in both tumultuous down-turns and vibrant
markets alike. Through the years, the company expanded its holdings to over 13,000,000 square feet
in major office markets within Pennsylvania, Washington D.C., Virginia, Maryland, North Carolina,
Georgia and Florida.
Today, ACP is uniquely positioned to take advantage of the current market conditions by leveraging
its strong relationships with investment partners, lenders, brokers and tenants.
Their extensive due diligence programs, systems and procedures oriented operating platform is
highly scalable and designed to expand with the demands of regional portfolio growth.
We partner with Americas Capital Partners for investments in the Commercial Real
Estate sector in the US
24
Avington (Europe)
Through its affiliates, Avington offers clients traditional merchant banking/ private capital solutions and
best-in-class asset management services.
Avington Financial Limited is headquarted in London and authorized and regulated by the Financial
Services Authority UK and it offers clients the full spectrum of strategic and tactical M&A services,
fund raising and capital markets advice and execution.
Avington focuses on select industries and clients where its recognized expertise can meaningfully
assist-them in identifying and implementing initiatives. Hospitality is specific focal point of the firm.
Since inception in 2005, Avington has advised on hospitality transactions in excess of 10 billion.
Unlike Bulge Bracket investment banks, accounting firms and consultants, Avington has the true
specialized experience and expertise to add value in operator selection, contract negotiation and the
design and development process.
We partner with Avington in the development of luxury hotels and commercial buildings
investments in Latin America
25
SECTION 8
REACH
26
Our Locations
London
Mexico City
Buenos
Aires
Santiago
We advise investments in the Americas and Europe through our offices in London,
Buenos Aires, Santiago and Mexico City
27
USA
Europe
28
Middle East
Asia
Lat-Am
29
Middle East
Latin America
Asia
Europe
USA
70 Families
57 Families
59 Families
217 Families
10 Families
7 Families
23 Families
53 Families
24 Families
85 Families
30
SECTION 9
TEAM
31
S e n i o r Te a m
Daniel
Melhem
Senior
Partner
Rodrigo
Martin
Managing
Partner
Chile
Santiago
Muchinik
Director
Fausto
Vizoso
Managing
Partner
Mexico
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Disclaimer
The information contained in the attached presentation is provided for informational and discussion purposes only and may not be relied on in any manner as legal, tax or
investment advice or as an offer to sell or a solicitation of an offer to buy an interest in the investment described herein. A private offering of interests in the investment will be
made only by definitive offering documents (Definitive Documents), which will be furnished to qualified investors on a confidential basis at their request for their consideration
in connection with such offering.
The information contained herein will be qualified in its entirety by the information contained in the Definitive Documents, which will contain additional information about the
investment objectives, the terms and conditions of any investment, tax information and risk disclosures that are important to any investment decision. Before deciding to invest,
prospective investors should read the Definitive Documents and pay particular attention to the risk factors contained in the Definitive Documents.
No person has been authorized to make any statement concerning the investment other than as set forth in the Definitive Documents and any such statements, if made, may
not be relied upon. Unless written approval has been provided by Knightsbridge Partners, the information contained herein must be kept strictly confidential and this
presentation may not be reproduced or redistributed in any format.
Prospective investors should make their own investigations and evaluations of the information contained herein as well as in the Definitive Documents. Each prospective
investor should consult its own attorney, business advisor and tax advisor as to legal, business, tax and related matters concerning the information contained herein and any
offering made by the Definitive Documents.
Certain information contained in this presentation constitutes forward-looking statements, which can be identified by the use of forward-looking terminology such as may,
will, should, expect, anticipate, target, project, estimate, intend, continue or believe, or the negatives thereof or other variations thereon or comparable
terminology. Due to various risks and uncertainties, actual events or results or the actual performance of the investment may differ materially from those reflected or
contemplated in such forward-looking statements.
Neither the whole nor any part of the information in this presentation may be disclosed to, or used or relied upon by any other person or used for any other purpose without the
prior written consent of Knightsbridge Partners. The material contained herein may include unpublished price sensitive information, the misuse of which may result in criminal
and/or civil procedures.
None of the information on which this presentation is based has been independently verified by Knightsbridge Partners or any of their connected persons. Accordingly,
Knightsbridge Partners nor any of its connected persons accepts any liability or responsibility for the accuracy or completeness of, nor make any representation or warranty,
express or implied, with respect to the information on which this presentation is based or that this information remains unchanged after the issue of this presentation.
This presentation is not intended to provide the basis of any investment decision and should not be considered as a recommendation by Knightsbridge Partners or any of their
connected persons to any recipient of the presentation. No person has been authorized to give any information not contained in this presentation. Nothing in this presentation
is, or should be relied on as, a promise or representation as to the future.
The marks KNIGHTSBRIDGE PARTNERS -and the stylized logo are all registered trademarks of Knightsbridge Partners.
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