kairos finance strategists - institutional presentation

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KAIROS Finance Strategists – Institutional Presentation Institutional Presentation

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Page 1: KAIROS Finance Strategists - Institutional Presentation

KAIROS Finance Strategists – Institutional Presentation

Institutional Presentation

Page 2: KAIROS Finance Strategists - Institutional Presentation

KAIROS Finance Strategists – Institutional Presentation

“Understanding the value of and need for a strategicplan is a great place to start, but just wanting

something, isn’t enough.”

KAIROS Finance Strategists

“If you don’t know where you’re going, any road will

get you there.”

Page 3: KAIROS Finance Strategists - Institutional Presentation

KAIROS Finance Strategists – Institutional Presentation

We are a financial consulting firm focused on turnaround & restructuring, process optimization, performance management and corporate transactions.

We will help you develop a sound financial foundation so thatall of your business can be successful.

What we do

Page 4: KAIROS Finance Strategists - Institutional Presentation

KAIROS Finance Strategists – Institutional Presentation

WE BRING EXPERTISE, INTELLIGENCE AND EXPERIENCE TO YOUR BUSINESS

Our focus

Page 5: KAIROS Finance Strategists - Institutional Presentation

KAIROS Finance Strategists – Institutional Presentation

Our mission

A

TO IMPROVE YOUR BUSINESS' FINANCIAL PERFORMANCE AND PROVIDE A

SUCCESSFUL BUSINESS STRATEGY

We strive to help business owners develop a solid foundation and business strategy so they can be successful. We will work to improve the key finance indicators, productivity, organization, company culture, and teams relations.

Z

Page 6: KAIROS Finance Strategists - Institutional Presentation

KAIROS Finance Strategists – Institutional Presentation

The leadership

Raphael SaddyPARTNER & MANAGING DIRECTOR

Performance Management

Turnaround & Restructuring

Process Optimization

A strategic finance professional with more than 15 years working experience in the Oil&Gas, Renewable Energy, Telecommunications and Automobile industries.

Graduated in Mechanical Engineering from two excellent universities in Brazil and Germany, Master in Business Administration from one the best Business Schools in Latin America and specialized in Real Options Advanced Business Valuation Strategies.

An experienced professional in negotiations and in dealing with multicultural teams in USA, Europe, Central and South America.

An accomplished leader capable of developing and improving your business.

Corporate Transactions

Page 7: KAIROS Finance Strategists - Institutional Presentation

KAIROS Finance Strategists – Institutional Presentation

Our approach

PERFORMANCE MANAGEMENT

Develop a view of performance drivers and improve the connection

between business performance and

incentives.

TURNAROUND & RESTRUCTURINGHelp you to stabilize finances and operations to reassure all parties-in-interest that proactive steps are being taken to enhance value

PROCESS OPTIMIZATIONImprove, rationalize, and enhance core Finance processes such as planning budgeting forecasting and data management reporting.

CORPORATE TRANSACTIONS

Prepare for corporate transactions and

manage Finance post transaction, while

reducing cost and risk.

Page 8: KAIROS Finance Strategists - Institutional Presentation

PERFORMANCE MANAGEMENTPerformance management (PM) includes activities which ensure that goals are consistently being met in an effective and efficient manner. Performance management can focus on the performance of an organization, a department, employee, or even the processes to build a product or service, as well as many other areas.

PM is also known as a process by which organizations align their resources, systems and employees to strategic objectives and priorities.

From strategy to operations, performance management to reporting, we can help you build your finance capabilities to better support your wider business.

Direct financial gain Improved management control

Page 9: KAIROS Finance Strategists - Institutional Presentation

TURNAROUND & RESTRUCTURINGOur Turnaround & Restructuring practice, a trusted partner to companies, boards of directors, investors, lenders and creditors around the world, is focused on delivering restructuring and business transformation solutions.

Committed to our clients’ success, our professionals address the full spectrum of financial, operational and transactional risks and opportunities. Among our core strengths is providing expertise in guiding companies through the value creation lifecycle.

Our targeted offerings include restructuring, insolvency, litigation support, interim management, capital market advisory, post-acquisition integration, valuation, tax advisory as well as financial management and performance improvement solutions.

Our clients demand our industry expertise, which includes emphasis in the energy, infrastructure, renewables, automobile and telecom sectors.

Quickly ascertain the key issues

Stabilize Finance & Operations

Take proactive steps to enhance value

React immediately

Page 10: KAIROS Finance Strategists - Institutional Presentation

PROCESS OPTIMIZATIONDesigning and implementing efficient processes and organizations to ensure sustainable competitiveness and profitability are two of the most important and recurring management tasks.

There are many situations which make changes necessary: New corporate strategies, changed business models and performance management concepts, corporate acquisitions or spin-offs, changing customer requirements, volatile markets, technological and demographic change, or changes in the value chains, to name but a few.

The goal of change projects is always to create concrete improvements in performance, improvements which must be made measurable by clear cost, time and quality targets.

We will help you achieve your targets through tailored and tried-and-tested project approaches:• Realignment of corporate organization based on strategy or driven by circumstances• Benchmark-based efficiency enhancement and cost-cutting programs• Setting up and optimizing shared service organizations• Sustainable performance enhancement through process management• Change management during project execution

We have developed innovative solutions ready for implementation for optimizing organizations and processes which can be carried out across all industries.

Whether you want to optimize individual processes, initiate efficiency enhancement programs or start large organization projects, with KAIROS Finance Strategists at your side you have a partner which combines methodological know-how, best-practice solutions and strength in implementation in a truly unique fashion.

Page 11: KAIROS Finance Strategists - Institutional Presentation

CORPORATE TRANSACTIONSGetting the right deal done starts with finding the right deal. Historically, merger and acquisition transactions have a terrible success rate: that is, few deliver the expected returns or benefits promised when the transaction was originated. Yet when they work, the right deal can be transformative: value created where none existed, new trajectories for growth defined or novel opportunities unearthed that might even change the world.

With a firm footing in academic research, we believe that the potential for transaction failure falls into three primary categories:• Conceptual Flaws• Deal Structure and Valuation• Integration Failures

Consequently, our internal M&A process first draws heavily from the KAIROS Growth Optimization methodology in order to clearly validate the concept: that is, to identify a desired end goal then exhaustively assess the client, the target and the deal rationale, before signaling a go-forward for the transaction.

Frequently, our Growth Advisory team will then engage directly with the client, on either a short or long term basis, to address any perceived or potential weaknesses in the enterprise, and thereby ensure that the client entity is in position to achieve maximum value from the contemplated transaction.

Thereafter, KAIROS Finance Strategists principals prove their skills as demonstrated closers: innovative thinkers with the ability to address the inevitable speed-bumps that arise along the way, while always mindfully and intelligently moving the transaction forward as quickly as possible.

Page 12: KAIROS Finance Strategists - Institutional Presentation

KAIROS Finance Strategists – Institutional Presentation

Contact Us—

Website: www.kairosfinance.com

Blog: kairosfinanceblog.wordpress.com

Facebook: @kairosfinancestrategists

LinkedIn: Kairos Finance Strategists

Email: [email protected]

Telephone: +55 11 97332-2083