Case Studies

Client Case Study: Chinese Real Estate

Recently our firm was retained by a leading US based Hedge Fund with $4.8 billion in invested capital. Recently, our firm worked with a Hong Kong based real estate developer in setting up their first Private Equity fund. We were engaged to provide strategic counsel and to raise capital for a $500 million to $1 billion distressed real estate fund in the Greater China market. The General Partner for this fund is one of Hong Kong’s most prestigious developers. This fund leverages the expertise of a seasoned group of over 400 China-based professionals and a global team of real estate and finance partners. [Read More]

Client Case Study: Next Wave Methodology

Recently our firm was retained by a leading US based Hedge Fund with $4.8 billion in invested capital. The fund invested primarily in equity positions both listed and non-listed with a long term bias and a geographical focus on India and Brazil.Noting the growth orientation of the fund our firm was used our proprietary Next Wave methodology to develop a universe of high growth companies in a number of verticals. Additionally investments with other strategic investors would also be considered on a case by case basis. [Read More]

Client Case Study: Private Trust Group

Recently our firm was retained by a private trust group with $2.5 billion in invested capital. The trust has historically been extremely conservative in their investment approach and risk exposure profile with 100% of their assets being invested in mature economies. Recognizing the significant long-term growth potential that developing economies and the new consumer will create the investment committee of the Trust Group has made a decision to shift up to 35% of their capital into developing economies with a focus on India and Brazil.Noting the conservative nature of the group our firm was instructed to identify and assess local PE funds that could be used as vehicles for their investments in these markets. [Read More]

Anatomy of Recent Deals: Brazil

Our firm was engaged by a Fortune 500 cosmetics & toiletries manufacturer to identify and assess a potential JV/acquisition target in Brazil. With CF&T sales of $12.5 billion in 2006 and a growth rate for 2007 that is expected to exceed 19% Brazil is a global leader in the growth of cosmetics sales. In addition Brazil is becoming a leader in the export of cosmetics with a growth rate of 20% in 2005 and total export sales in excess of $400 million. Hair care, Fragrances and Skin care products continue to be the top performers in the Brazilian market with a continued use of exotic natural ingredients many of which are derived from the Amazon. As the 7th largest cosmetic market in the world and the 2nd largest market for children’s cosmetics globally the Brazilian market offered significant market potential for our client. [Read More]