Investcorp Credit Management Bdc, Inc. · NASDAQ:ICMB
Investcorp Credit Management Bdc — CM Finance — Merger or Acquisition (June 2019)
13 slides from Investcorp Credit Management Bdc's merger presentation, Jun 27, 2019
Slide 1: Presentation to CM Finance Inc Investors
Presentation to CM Finance Inc Investors Investcorp to Acquire a Majority Interest in CM Investment Partners LLC and CM Finance Inc Announces Entrance into Stock Purchase Agreement with an affiliate of Investcorp June 27, 2019
Slide 2: Important Information
Important Information Statements included in this presentation may contain “forward-looking statements,” including statements regarding the proposed transactions. All statements, other than historical facts, including but not limited to statements regarding the expected timing of the closing of the
Slide 3: Important Information
Important Information Participants in the Solicitation CM Finance and its directors, executive officers and other persons may be deemed to be participants in the solicitation of proxies from the stockholders of CM Finance common stock in respect of the approval of the New Advisory Agreement. Informa
Slide 4: Executive Summary
Executive Summary On June 26, 2019, Investcorp Credit Management US LLC (“Investcorp”) and CM Investment Partners LLC (“CMIP”) announced a definitive interest purchase agreement (the “IPA”) under which Investcorp will acquire a majority interest in CMIP, the investment adviser to CM Finance Inc (“
Slide 5: Executive Summary
Executive Summary CM Investment Partners and CM Finance believes CM Finance’s Stockholders will benefit from the added scale and resources of a large, diversified and global asset management firm – Access to Investcorp Group’s middle market expertise – Enhanced sourcing capabilities – Ability to l
Slide 6: Compelling Transaction for CMFN Stockholders
Compelling Transaction for CMFN Stockholders Investcorp Group is a global alternative investment firm with over $26.7bn1 of assets under management and over 400 employees worldwide Integrated Platform Utilization of Investcorp’s broader resources, including relationships and institutional knowle
Slide 7: Investcorp Group, An Established Brand In Alternative Investments
Investcorp Group, An Established Brand In Alternative Investments Founded in 1982 with current assets of $26.7bn1 and offices in New York, London, Arabian Gulf, Mumbai and Singapore Credit Management Private Equity Real Estate Investment Absolute Returns Investments Infrastructure Assets1 $11.7bn $5
Slide 8: History of Investcorp Group
History of Investcorp Group Investcorp Bank established First real estate investment: Exclusive jewelry and luxury Investcorp Group opens Investcorp Group opens as a public company ManuLife Plaza, a prime goods retailer acquired in its office in London, UK its office in New York City office building
Slide 9: Aligned Balance Sheet Is A Strategic Advantage
Aligned Balance Sheet Is A Strategic Advantage $2.4bn balance sheet │ $1.1bn of shareholder equity │ $1.0bn of available liquidity │ 33% Capital Adequacy Ratio1 Balance sheet creates strategic advantages… Co-invest and Shareholders align with investors and clients ► Balance sheet co-invests alongsid
Slide 10: Investcorp Core Values
Investcorp Core Values We have INTEGRITY We are ENTREPRENEURIAL • Fulfilling our ethical obligations • Challenging conventional thinking • Acting with openness, transparency and honesty • Striving to find new ways of doing things • Standing up for what we believe • Stimulating a dynamic entrepreneur
Slide 11: A Leading Global Credit Manager
A Leading Global Credit Manager Global Scale Performance Expertise Capabilities • $11.7bn total AUM1 • 15+ year credit • 23 investment professionals • Investing principally in non- management track with an average of 21 years investment grade corporate • Diverse offerings and robust record2 experien
Slide 12: Expertise – 23 Investment Professionals, 21 years Average Experience
Expertise – 23 Investment Professionals, 21 years Average Experience1 Global Investment Committee Europe based Members U.S. based Jeremy Ghose (34) Jim Feeley (32) Peter Goody (33) Head of Investcorp Co-Head, Investcorp COO, Investcorp Credit Management Credit Management US Credit Management EU Port
Slide 13: Competitive Advantages of Investcorp
Competitive Advantages of Investcorp Capital to Support Private Fundraising Alignment of Interests / Enhanced Scale Capabilities / Co- Investment at NAV Investment Industry Analysts / Robust Infrastructure / Additional Origination Access to PE Group Industry Relationships Capabilities 13