國立虎尾科技大學 |

Private Equity Investment Committee Paper on Sogrape, S.A. Investment Thesis & Business Plan.

紀錄類型:	書目-語言資料,手稿 : Monograph/item
正題名/作者:	Private Equity Investment Committee Paper on Sogrape, S.A. Investment Thesis & Business Plan./
作者:	Goncalves, Fernando Jorge Acacio.
面頁冊數:	1 online resource (11 pages)
附註:	Source: Masters Abstracts International, Volume: 83-12.
Contained By:	Masters Abstracts International83-12.
標題:	Finance. -
電子資源:	click for full text (PQDT)
ISBN:	9798819331668

Private Equity Investment Committee Paper on Sogrape, S.A. Investment Thesis & Business Plan.
Goncalves, Fernando Jorge Acacio.

Private Equity Investment Committee Paper on Sogrape, S.A. Investment Thesis & Business Plan. - 1 online resource (11 pages)

Source: Masters Abstracts International, Volume: 83-12.

Thesis (M.Sc.)--Universidade NOVA de Lisboa (Portugal), 2020.

Includes bibliographical references

This work project aims to study a private equity deal using a Leverage Buy out Model of the Portuguese company Sogrape, operating in the win sector. The evaluation of the deal includes the studying of the company and the inherent industry, followed by the description of the investment thesis and the business plan. Then, it is performed a valuation of the company by several methods such as the Discounted Cash Flow, Comparables Multiples and Precedent Transaction Multiples. Later, it is defined the capitals tructure of the deal, particularly both sources and uses. Next, it is presented the returns for the management and the fund, subject to a sensibility analysis taking in to account the various model in puts. To conclude it is evaluated the different exit options regarding the attractiveness and like lihooda long with the different matters to be further studied in a due diligence.In this specific part is defined the investment thesis and the forecasted business plan for the next 7 years. The starting point was the market and company analysis where it was concluded it is needed to take advantage of Sogrape's positioning as a leader in the Portuguese market, promoting consolidation through an acquisition and empower the company positioning as a distributor. Regarding the international markets, partof the strategy involves to change the route-to-marketin USA ,akey market to this sector. In the other market clusters as growth platformss and mature markets ,the plan involves the promotion of sales through an increase in marketing expenses as well as focusing on the segments tha tis expected to face a higher growth rate in the following years and where Sograpeholds more competitive advantages such as ligh twines. This strategy also involves costreduction duetos ynergies coming from the above mentioned acquisition .In the presented in vestment case, from the entry year of 2020 until the exitin 2026, there venues have a CAGR of 12% while EBITDA is growing at 15%CAGR.

Electronic reproduction.
Ann Arbor, Mich. :
ProQuest,
2024

Mode of access: World Wide Web

ISBN: 9798819331668Subjects--Topical Terms:

559073
Finance.
Index Terms--Genre/Form:

554714
Electronic books.

Private Equity Investment Committee Paper on Sogrape, S.A. Investment Thesis & Business Plan.
LDR:03271ntm a22003377 4500 001 1148857
005 20240930105241.5
006 m o d
007 cr bn ---uuuuu
008 250605s2020 xx obm 000 0 eng d
020 $a 9798819331668
035 $a (MiAaPQ)AAI29083788
035 $a (MiAaPQ)Portugal10362114632
035 $a AAI29083788
040 $a MiAaPQ $b eng $c MiAaPQ $d NTU
100 1 $a Goncalves, Fernando Jorge Acacio. $3 1474934
245 1 0 $a Private Equity Investment Committee Paper on Sogrape, S.A. Investment Thesis & Business Plan.
264 0 $c 2020
300 $a 1 online resource (11 pages)
336 $a text $b txt $2 rdacontent
337 $a computer $b c $2 rdamedia
338 $a online resource $b cr $2 rdacarrier
500 $a Source: Masters Abstracts International, Volume: 83-12.
500 $a Advisor: Santos, Fabio;de Carvalho, Ines Lopo;Duarte, Luis Mota.
502 $a Thesis (M.Sc.)--Universidade NOVA de Lisboa (Portugal), 2020.
504 $a Includes bibliographical references
520 $a This work project aims to study a private equity deal using a Leverage Buy out Model of the Portuguese company Sogrape, operating in the win sector. The evaluation of the deal includes the studying of the company and the inherent industry, followed by the description of the investment thesis and the business plan. Then, it is performed a valuation of the company by several methods such as the Discounted Cash Flow, Comparables Multiples and Precedent Transaction Multiples. Later, it is defined the capitals tructure of the deal, particularly both sources and uses. Next, it is presented the returns for the management and the fund, subject to a sensibility analysis taking in to account the various model in puts. To conclude it is evaluated the different exit options regarding the attractiveness and like lihooda long with the different matters to be further studied in a due diligence.In this specific part is defined the investment thesis and the forecasted business plan for the next 7 years. The starting point was the market and company analysis where it was concluded it is needed to take advantage of Sogrape's positioning as a leader in the Portuguese market, promoting consolidation through an acquisition and empower the company positioning as a distributor. Regarding the international markets, partof the strategy involves to change the route-to-marketin USA ,akey market to this sector. In the other market clusters as growth platformss and mature markets ,the plan involves the promotion of sales through an increase in marketing expenses as well as focusing on the segments tha tis expected to face a higher growth rate in the following years and where Sograpeholds more competitive advantages such as ligh twines. This strategy also involves costreduction duetos ynergies coming from the above mentioned acquisition .In the presented in vestment case, from the entry year of 2020 until the exitin 2026, there venues have a CAGR of 12% while EBITDA is growing at 15%CAGR.
533 $a Electronic reproduction. $b Ann Arbor, Mich. : $c ProQuest, $d 2024
538 $a Mode of access: World Wide Web
650 4 $a Finance. $3 559073
650 4 $a Negotiations. $3 1471105
650 4 $a Beverages. $3 582798
650 4 $a Regions. $3 1468927
650 4 $a Power. $3 999190
650 4 $a Competition. $3 559988
650 4 $a Skills. $3 1207328
650 4 $a Social sciences. $3 572679
650 4 $a Success. $3 571577
655 7 $a Electronic books. $2 local $3 554714
690 $a 0338
690 $a 0508
710 2 $a Universidade NOVA de Lisboa (Portugal). $3 1466689
710 2 $a ProQuest Information and Learning Co. $3 1178819
773 0 $t Masters Abstracts International $g 83-12.
856 4 0 $u http://pqdd.sinica.edu.tw/twdaoapp/servlet/advanced?query=29083788 $z click for full text (PQDT)