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  • SAKS GLOWELI CONSULTING & CAPITAL

    Saks Gloweli (SG) is a boutique advisory firm which brings a unique service to clients doing business in China and Asia Pacific by combining strategic and managerial consulting expertise with financial advisory and investment banking expertise. SGs management team is made up experienced corporate managers, strategy consultants, lean manufacturing experts, corporate turnaround specialists and finance professionals with both buy/sell side experience. Our team hails from top American Universities with previous work experience from McKinsey & Co, GE Capital, General Motors, Chrysler, Foxconn, Maersk, Li & Fung, Jabil, JP Morgan Chase and Lazard. We are sector and stage agnostic advisers that have worked with pre-revenue companies to publicly listed corporations offering a wide range of services on a project/transaction basis or ongoing basis that are tailored to the clients specific requirements. The SG team leverages its deep market knowledge, vast experience and global network to add value and effect positive change for our clients.

  • Industry Experience

    Management Strategy Consulting Financial Services Investment Banking Private Equity & Venture Capital Sourcing and Manufacturing Logistics and Supply Chain Lean Operations & Manufacturing

    China

    India

    Asia Pacific

    Focus

    International Business

    Experience

    Top Academic Research & Knowledge

    Multilingual Team

    Multi Discipline and

    Industry Professionals

    Why Saks Gloweli

    With a team coming from the most prestigious academic institutions, business management programs and global corporations in the world, SGC brings years of experience in delivering first class management consulting and financial advisory services to clients throughout Asia.

    SGC has worked with small, mid and fortune 500 companies, private equity firms and venture capital firms globally and has the resources to handle any corporate challenge within the scope of their core competencies.

    Copyright 2012 Saks Gloweli Consulting

  • Saks Gloweli Services Portfolio :

    Copyright 2012 Saks Gloweli Consulting

    Saks Gloweli Capital

    Saks Gloweli Consulting

    Portfolio Value Creation & Optimization Lean Operations & Manufacturing Lean Supply Chain & Logistics Market Entry & Growth Strategy Business & Corporate Development Strategy Corporate & Management Restructuring Turnaround Management Interim Executive Management

    Private Equity & Venture Capital Advisory Mergers & Acquisitions Project Finance Capital Raise Divestitures, Exit Strategy, Sale Recapitalizations Financial Restructuring Virtual CFO Asset & Business Valuation, Business Planning,

  • SGCs network of consultants come from diverse disciplines and experiences.

    Saks Gloweli Network

    Chinese and American Certified Public Accountant (CPA) that crosschecks and supports the firms financial recommendations and decisions that they are in compliance with local Chinese law

    SGC works with forensic accounting partners with experience in China and in the Asia Pacific Region.

    Lean Manufacturing Lean Operations Process Control Supply Chain Management Business Development Private Equity Advisory Venture Capital Advisory Capital raise Project Finance

    Crosschecks and supports the firms

    financial recommendations and decisions that they are in compliance with Chinese law

    . SGC works with a number of major

    domestic and global law firms to assist our client in legal and corporate matters.

    Copyright 2012 Saks Gloweli Consulting

    Certified Public

    Accountants

    Services Expertise

    Industry Experts

    Chinese & International Legal Counsel

    Electronics OEM / ODM / CEM Automotive Logistics Banking & Finance Oil & Gas Procurement & Trading

  • Implementation Strategy Assessment

    1-3 Months 2-3 Months 3-9 Months

    Timeline

    Copyright 2012 Saks Gloweli Consulting

    Operations : manufacturing, supply chain, process control etc.

    Corporate,: management & business development strategy

    Fiscal Health: Historical & Forecast

    Sales and marketing

    HR Structure

    Benchmarking analysis in all areas included in the assessment

    Refinement of corporate competitive strategy

    Formulation of short, medium and long term goals

    Presentation of assessment recommendations

    Process Implementation

    Training management

    Handover

    Saks Gloweli Engagement Process

    Operational Efficiency Process Optimization Increased Profitability Sustained Growth

  • Facilitate Transaction with

    Due Diligence, Legal, Financial,

    Corporate

    Open Line of Communication

    with selected targets with client

    Management

    Identify Targets through market

    analysis & research through sector

    experts & clients internal Knowledge

    base

    Identify Key Matrix & Criteria in line

    with Strategy, Structure & Create

    Acquisition Plan

    M&A Engagement Process

    2 Month 2-6 Months 2-3 Months 2-4 Months

    Saks Gloweli

    Saks Gloweli SJ Grand (Forensic Accountants ) Zhonglun (Chinese Law Firm) Nixon Peabody ( Intl Law Firm)

    Timeline

    Copyright 2012 Saks Gloweli Consulting

  • Saks Gloweli : Experience & Expertise

  • Focus: Saks Gloweli l Experience

    Regional Experience

    Specialized in market entry into China and India and advises multinationals, SMEs and startups Experienced in creating and implementing China and Asia growth strategies for global companies Transactional experience in raising capital, trade sales, credit facilities, strategic mergers ,

    partnerships & acquisitions working with Chinese and Western companies, banks & investors. Experienced in establishing and optimizing supply chain process in China Worked with PE in China to drive lean manufacturing and operations across portfolio companies

    increasing profitability by 30%.

    Network

    SGC has working partnerships with accounting firms (SJ Grand), Chinese law firms (ZhongLung) and International Law Firm (Nixon & Peabody).

    Strong relationships with government bodies at the regional, provincial and central level Deep network of executive and mid level management in local and western companies.

    Project Experience

    Components distribution industry : global acquisitions in excess of US$ 200 million Automotive Industry : Setup and managed production facilities . Manufacturing : optimized operations for a PE controlled plant in China Strategic acquisition for vertical integration of quality control systems Strategic partnerships for Clean-Tech company in Asia China market entry strategy for global toy brand Strategic market growth for fashion industry player Credit Facility and refinancing for publicly listed Company Currently assisting on M&A deals in fashion, luxury products, home accessories, green energy

    Copyright 2012 Saks Gloweli Consulting

  • David Collins : lean manufacturing and Operations Expert

    David C. Collins, Jr. has worked in the automobile assembly, electronics industry, and management manufacturing consulting area for over 30 years. After graduating from Michigan State University he completed a Masters of Science in Physical Chemistry and was published for his work on surface dynamics. He obtained his executive MBA from the University of Delaware, in 2000. He has held increasingly responsible positions with international assignments for General Motors, Ford, Chrysler, as well as Foxconn Corporation. He has worked in Mexico, Canada, Germany, the United States and China and has acquired a vast knowledge of leadership and cultural values. He has worked with many companies to improve profitability, reduce costs (20-70% is normal), reduce turnover and absenteeism, and drastically improve quality. Attached are results from some of the companies.

    Turned around the largest electronics site in the Americas, taking it from $100,000/day loses to profitability in 13 months. As well as creating excellent morale as measured by turnover and the best quality in the division.

    Totally reworked Foxconns production process to free up 15% more space and reduce order time to delivery by 27%. Was able to bring in three more products for HP as customer and launched all on time and in budget.

    Reworked the sites VMI hubs as well as logistics, and warehousing to reduce inventory 56%. Worked with Jabil to put in lean manufacturing, reduce scrap, and improve production. Improved quality 19% and set records for production out of the factory for CISCO products.

    Developed and launched the worlds first waterborne paint process. Worked at Toyota Nummi plant and internalized the principles of lean manufacturing and transferred those principles to a Greenfield

    assembly plant in Mexico in his role as a department manager. Built & Launched a $350,000,000 paint facility , hired a grass roots organization that achieved the best segment performance for paint in the J. D. Powers initial quality survey. Built and launched 3 additional manufacturing facilities worldwide. Implemented Total Chemical Management system that saved plant $2 MM and initiated corporate-wide savings of over $25MM Created and implemented a Predictive Maintenance System resulting in zero production loss due to machine maintenance related issues.

    David attained benchmark status for this work and was featured in the automotive Harbor report. Received ISO 9002, 14000 registration Fully implemented Toyota Type Operating Systems in each of his assignments. Established the first Quality Alert System within Chrysler Motors. Improved union relations in assembly plants , ed & implemented Modern Operating Agreements with UAW, CAW & CTM in Mexico. Ran a $4.1 billion Assembly Center with over 2000 employees and was responsible for

  • David Collins : Continued ..

    Three special recognition awards from the General Motors Corporation Executive Vice President Award from Chrysler Motors for the Best New Model Launch in Chrysler history. Been featured in trade publications for innovative techniques in manufacturing. Been featured on CNBCs Todays Business for innovative operations approaches combining technology and human infrastructure systems.

    18% improvement in quality 25 % improvement in productivity 40% improvement in safety On time delivery of 99.4% Created innovative techniques to measure and improve morale.

    Davids achievements include Engineering, Facilities, Production and Quality improvements resulting in:

    Daves greatest accomplishment is creating lean organizations that are able to sustain recognized performance well after he left them, as measured by J. D. Powers and Harbor Associates in three assembly plants. In two other assignments he was able to be part of the team that transformed facilities targeted for closure into high performing teams that continue to operate today. His proven performance, leadership and organizational development skills have been a foundation for his ability to partner with companies requiring similar results.

    Davids Awards

  • SGC Team

  • Thomas P. Bispham

    Tom Sr. is a senior banking and finance professional with vast experience in project finance, investment banking/M&A, structured & leveraged Finance among others. Mr. Bispham moved to Asia in 1995, when he joined Peregrine Investment Bank to start up its infrastructure project finance business. Prior to that he had been traveling to the region on behalf of Bear Stearns (NY) as Managing Director and Co-Head of Project Finance. He was recognized in 1996 by Independent Energy magazine for pioneering achievement in the global private power industry. Mr. Bispham also served as Chief Operating Officer of JPMorgans Asia Pacific investment banking business. His transaction history includes representing ESI Energy in its 1988 investment in Zond Systems (now GE Renewable Resources), and helping to design the Danish wind industry guaranty program; Hopewell Holdings in the $2.7 billion sale of its 80% interest in its pan-Asian affiliate, Consolidated Electric Power Asia (CEPA), to Southern Electric (now Mirant); advising Entergy in its $50 million equity investment in the Hub River (Pakistan) power project; advising Unocal in financing the development of the Shahbazpur (Bangladesh) Gas Field plus pipeline and power plant projects; and assisting Florida Power & Lights affiliate, ESI Energy, to become the third largest utility IPP in the US. Tom sits on the board of several companies and is a Board Advisor & Director at Saks Gloweli.

  • Laurent Jacque

    Laurent L. Jacque is the Walter B. Wriston Professor of International Finance & Banking at the Fletcher School of Law and Diplomacy (Tufts University) and Director of its International Business Studies Program. From 2004 to 2007 he was Fletcher's Academic Dean and as such responsible for the design and the establishment of the new Master of International Business degree and the Center for Emerging Market Enterprises. Since 1990 he has also held a joint appointment at the HEC School of Management (France) as a Professor of Economics, Finance, and International Business. From 1976 to 1987 he was on the faculty of the Wharton School where he held a joint appointment in the Management and Finance departments. A recipient of four teaching awards at The Wharton and Carlson Schools, Jacque received the James L. Paddock award for teaching excellence at The Fletcher School in 1996. He is a consultant to a number of firms in the area of corporate finance and risk management and has taught in many Management Development Programs, including Merck, Sharp & Dohme, General Motors, Bunge and Born (Brazil), Rhone-Poulenc (France), Siam Commercial Bank (Thailand), Daewoo (South Korea), General Electric, Dupont de Nemours, Norwest Bank, Bangkok Bank (Thailand), INSEAD, Pechiney, Petrobras and the IFC (World Bank group). Laurent Jacque is a graduate of HEC (Paris) and received his MA, MBA and PhD from the Wharton School (University of Pennsylvania).

  • Sid Mewara

    Sid holds an E-MBA from the Wharton School of Business at the University of Pennsylvania and is enrolled at Oxford University for the Advanced Management and Strategy Program. Sid has worked with global companies across various sectors as a management consultant at McKinsey & Co. He then worked in the semiconductor distribution and supply chain industry in the US and China, managing the Asian operations of a PLC German company where he serviced the OEM industry and managed their supply chain and inventory control systems. Sid specializes in market entry and business development strategy for stage and sector agnostic companies to help them grow and develop their business in China and Asia . He has assists clients in raising capital from Private Equity and Venture Capital investors across various industries, sector and stages of growth. Sid has assisted and managed M&A deals for SME to MNC level companies from both buy and sell side. He is a financial and strategy adviser to many firms within the PE , VC, Distribution, manufacturing and heavy Industry in China and greater Asia. Sid holds a position on the board at True Wind Consulting, an HR consulting firm and Beepo Electric Vehicles a electric commercial vehicle manufacturer. He is also an advisor at Guide-Point Global and a guest business columnist at Shenzhen Standard. Sid is the Founder and Managing Director of Saks Gloweli Consulting & Capital.

  • David C. Collins, Jr. has worked in the automobile, electronics, chemical, environmental, Aerospace, and management consulting area for over 30 years. He completed his executive MBA from the University of Delaware, Lerner School of Business. He was one of two Chrysler employees selected for corporate sponsorship in the executive MBA program in 1999. He also has completed a Masters of Science in Chemical Physics and was published for his work on surface dynamics. David was also published for work in environmental studies and has appeared on business television discussing bringing human infrastructure and technology together. He has held increasingly responsible positions with international assignments in North American, Latin American, Europe and Asia with global companies that include GM, Chrysler, Foxconn, Jabil among many others. David has managed P&Ls over $2.7 billion USD, over 10,000 employees and multiple site and country operations. David has advised PE on creating value within their portfolio through lean manufacturing and operations. He has both union and non-union expertise internationally. He has acquired a vast knowledge of leadership and cultural values. He brings his hands on operations experience as well as his business development and organization abilities to his clients. David is a director at Saks Gloweli Consulting and is a lean manufacturing and operations expert.

    David Collins

  • Stephen Browne

    Stephen Browne has a degree and master's degree in civil and environmental engineering from Trinity College Dublin, Ireland. Stephen also holds an MBA from IESE, Spain. Stephen worked for 4 years as engineering project manager completing large infrastructure projects in Japan and Ireland. He then worked for 6 years with the Maersk shipping group as supply chain consulting manager, implementing world class projects for customers such as IKEA, GE, Walmart and Target corporation. During this time Stephen's team brought in over EUR100m of new business for the group. Since 2007 Stephen has been based in China and is currently leading a private equity turn around of Spanish-owned manufacturing enterprise in southern China. Stephen manages the supply chain consulting practice at SG consulting and is actively involved in turnaround and value optimization engagements at SG Capital. He is comfortable working in English, Spanish, French and Mandarin Chinese.

  • Anniruddha Jain

    Anniruddha holds an MBA in finance from Pepperdine University. He has extensive principal investing and financial management experience and has worked in investment banking, private equity and financial services. He has raised over $100 million in M&A and has led transactions in active sports & recreation, sustainable living, organics, fair trade, renewable energy, healthy nutrition, wellness and relaxation/leisure. At North Castle Partners (NCP) a private equity fund he was responsible for investigation and lead generation of non-solicited deals, financial modeling and due diligence. Prior to NCP Anniruddha worked at GE Capital International Services (GECIS) for five years where he had several diverse roles ranging from project management to portfolio management. AJ is a graduate of GECISs highly competitive internal leadership development program Fastrax (1% selection rate). He also earned GECISs Management Excellence Award for exceptional people and process management skills. AJ holds a BA Honors degree in Economics from Delhi University, India.

    Olivier Jacque

    Olivier holds a BA from the University of Pennsylvania and is currently pursuing his MBA from the Wharton School of Business. . Prior to joining Saks Gloweli Capital, Olivier worked for Lazard Real Estate Partners; a real estate private equity fund based in New York City and was responsible for identifying strategic acquisition, disposition and recapitalization opportunities. During his time there, he worked on a major corporate recapitalization of an assisted living company while also implementing the fund raising aspects for a large redevelopment project of the portfolio as well as securing a credit line from institutions. In addition, Olivier is the General Partner of multiple real estate investment vehicles in multifamily housing with total assets close to $10 million in the Mid-West. Prior to that Olivier worked at Deutsche Bank in their emerging markets fund. Olivier is a guest lecturer at the Business School at Shenzhen University and is a speaker at local business forums. Olivier is Director at Saks Gloweli Capital.

  • Thomas Bispham, Jr. began working with Saks-Gloweli Consulting in 2008 as affiliated project consultant. In 2012, he joined the firm as a full Consultant to bolster SGC's existing portfolio value optimization services. He came to SGC following 6 years of experience working in a variety of operations and general management positions at Li &Fung Ltd out of Hong Kong. He reported directly into Li & Fung strategic management and operated as an internal consultant being moved throughout the company to optimize efficiency, corporate operations, and bottom line growth. During his time at Li & Fung, Thomas was General Manager of the Indonesia sourcing office for two years, based in Jakarta. In Shanghai, he managed several acquisition businesses as they integrated into the company and streamlined their supply chains. He also has a strong background in licensed brands and private labels which he launched for Li & Fung out of the Shanghai hub. Before Li & Fung, he worked for RT Sourcing in a number of operations management positions specializing in supply chain management, information systems, and financial reporting and management accounting. He has spent the past 17 years working or living in Asia and speaks Mandarin Chinese and Bahasa Indonesian. He holds a Bachelor's degree from University of Pennsylvania and a Chinese language certificate from the FALCON Program at Cornell University.

    Thomas P. Bispham Jr.

  • Saks Gloweli Case Study : Lean Manufacturing & Operations

    Copyright 2012 Saks Gloweli Consulting

    Case Study Description/Overview: Client was a US based, Fortune 500, electronics company doing the majority of its manufacturing in Asia especially China. The company was losing some of its core accounts due to poor quality, low production volume, and the company was not as profitable

    due to high costs emerging in the China market. SG Consulting: SG Consulting conducted a manufacturing and supply chain assessment of the Company

    o SG Consulting drafted the Companys manufacturing and supply chain strategy. o SG Consulting identified inefficiencies on the production line, identified areas of significant cost, and identified areas of

    organizational improvement. o SG Consulting identified the appropriate leadership to train and to put new operational philosophy in place.

    In the process, SG Consulting

    o reduced costs 52% o improved productivity 28% o reduced turnover from 50%-10% o Increased quality (as measured by customer) by 28%.

    To this transaction SG Consulting was able to bring the follow expertise: Strategy Consulting Supply Chain expertise Lean manufacturing concepts Preventative and predictive maintenance Team building for the reduction of turnover Quality control

    SG Consulting brings to every transaction a level of sophistication and understanding of the manufacturing and cultural environment

    that other firms are unable to provide.

  • Saks Gloweli Case Study : Supply Chain & Logistics

    Copyright 2012 Saks Gloweli Consulting

    Case Study Description/Overview: Client is a European electronics and white goods distributor. Sourcing mainly from China and selling across several countries in

    Europe. Has one DC in Europe. The company wanted to find ways to reduce inventory levels, increase on time performance and reduce supply chain costs. SG Consulting: SG Consulting conducted a full review of the Companys supply chain:

    o Mapping the location of suppliers and the volume of product flows across the supply chain. o Detailed focus on supply, demand and optimal inventory levels. o Calculation of total supply chain cost savings for various scenarios using supply chain modeling software.

    SG Consulting proposed a solutions provider that matched the needs of the Company: o Set up export Distribution Centre in Southern China to act as holding centre for stock. o Consolidation of all suppliers products in one location in China for shipping to destination, based on more accurate

    forecasting of orders (4 weeks in advance rather than 3-6 months). o Capability to ship straight to end-customer.

    To this transaction SG Consulting was able to bring the follow expertise:

    Supply Chain expertise Strategy Consulting Lean manufacturing concepts

    SG Consulting achieved the project goals. Customer increased profit by over EUR1million as compared to previous seasons in the

    areas of : o Higher sales through faster reaction time (quicker replenishment of higher selling products). o Increased ROA though having more product flow with the same asset base, and reduced obsolete stock at end of season. o Reduced overall supply chain costs.

  • Case Study Description/Overview: Client was a South Korean bio technology company (a.k.a Company)with market presence in South Korea, Japan and Europe selling mid-

    market medical devices. Headquartered in Seoul, the Company wanted to expand into China and hired SG Capital to help it evaluate the strategic and financial

    considerations SG Capital: SG Capital conducted a strategic and financial assessment of the Company

    o SG Capital drafted the Companys Market Entry Strategy o SG Capital identified inefficiencies in the Companys Capital structure and penned a valuation o SG Capital devised an IP strategy to preserve the Companys core assets o SG Capital identified the appropriate leadership to bring to the Company for the China market

    SG Capital sourced a JV partner that matched the needs of the Company: o Mid-market Chinese Company headquartered in Shenzhen and listed on the Hong Kong Stock Exchange with strong distribution

    channels throughout Mainland China and South East Asia o JV partner also had a strong track record of securing Chinese FDA approval

    In the process, SG Capital re-financed above market rate debt to HIBOR/SIBOR indexed debt and raised incremental equity-based capital To this transaction SG Capital was able to bring the follow expertise:

    Strategy Consulting Financial Advisory Legal/IP Expertise Accounting Expertise Industry Specialist

    With the combined expertise of Strategy Consulting and Investment Banking , SG Capital brings to every transaction a level of sophistication

    and understanding that other firms are unable to provide .

    SG Capital Case Study

    Copyright 2012 Saks Gloweli Consulting

  • Hong Kong

    Level 3, Three Pacific Place, 1 Queen's Road East, Hong Kong Phone : 852 2588 3415 Fax : 852 2588 3499