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welcome you to our webcast: Destination Brazil: Evaluating and Sourcing the Hottest M&A Deals PowerPoint Presentation
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welcome you to our webcast: Destination Brazil: Evaluating and Sourcing the Hottest M&A Deals

welcome you to our webcast: Destination Brazil: Evaluating and Sourcing the Hottest M&A Deals

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welcome you to our webcast: Destination Brazil: Evaluating and Sourcing the Hottest M&A Deals

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  1. and welcome you to our webcast: Destination Brazil: Evaluating and Sourcing the Hottest M&A Deals

  2. Introduction Moderator: Suzanne Miller Senior Writer The Deal LLC

  3. REMINDER: The audience is in listen-only mode Please e-mail questions via the Q&A panel box Select questions will be answered during the last 10 minutes of the program Please answer poll questions Webex customer support at 866-229-3239

  4. EXPERT PANEL Marcelo Di LorenzoPartner, Managing Director and Head of Brazil3i Group plc Karyn KoiffmanPartnerKirkland & Ellis LLP

  5. EXPERT PANEL Marcello HallakePartnerThompson & Knight LLP Hans LinManaging DirectorBank of America Merrill Lynch

  6. Cross-border M&A: Brazilian targets 2005-2011 $B (229) (145) (85) (126) (179) (172) (115) Source: Dealogic Number of deals

  7. Cross-border M&A/Brazilian targets 2005-2011 based on deal values Source: Dealogic

  8. Cross-border M&A/Brazilian targets 2005-2011 based on deal values Source: Dealogic

  9. AUDIENCE POLL QUESTION • How many deals does your firm expect to conduct in Brazil over the next 12 months? • 1-2 • 3-4 • 5 or more • D. None

  10. Keys to sourcing and finding deals in Brazil

  11. PE Acquisitions Domestic and Foreign $B 10 22 39 30 9 32 20 Source: Dealogic Number of deals

  12. AUDIENCE POLL QUESTION • What is the greatest perceived risk in conducting M&A in Brazil? • Appreciation of the real • Ability to conduct proper due diligence • Government uncertainty • D. Premium valuations • E. Inflation • F. Other

  13. Brazilian inflation rate 2002-2010

  14. Near-term outlook for dealmaking in Brazil

  15. Top 5 Targeted Sectors in Brazil since 2005 Source: Dealogic

  16. AUDIENCE POLL QUESTION • What sector do you expect will experience the highest level of M&A activity in Brazil over the next 12-18 months? • Natural resources • Energy • Agriculture • D. Financial services • E. Technology, media and telecom • F. Construction and infrastructure • G. Other

  17. AUDIENCE POLL QUESTION For the remainder of 2011, how much does your company expect to spend on acquisitions in Brazil? • A. $10 billion or more B. Between $2.5 billion and $9.9 billion C. Between $1 billion and $2.49 billion D. Between $500 million and $999 million E. Between $250 million and $499 million • F. Under $249 million G. None

  18. AUDIENCE Q&A

  19. and • thank you for joining our webcast