WE LIKE CHALLENGING MOUNTAINS

TO CLIMB A MOUNTAIN ONE MUST BE PREPARED AND HUMBLE. WE COMBINE TECHNIQUE AND FOCUS TO RECOGNIZE OBSTACLES AND OVERCOME THEM

WHEN CLIMBING, WE CAN OBSERVE THE ENTIRE SCENARIO FROM ABOVE AND HAVE A TRULY INDEPENDENT VIEW

WE UNITE EXPERIENCE AND KNOWLEDGE COMBINED WITH RESILIENCE AND FOCUS TO REACH CLIENT’S GOALS – OUR TOP OF THE MOUNTAIN

Our core features

INVESTMENT STRATEGY

Willingness to develop and invest in differentiated asset classes and in opportunities normally out of the sight of investors

a. EVALUATION PROCESS
Dynamic, fast and hands-on evaluation process for searching and developing investment opportunities

b. ASSET ALLOCATION
Disciplined asset allocation with a focus on innovative, unique and opportunistic strategies

c. MONITORING
Actively participates in the investment committees or board of directors of all assets in the portfolio

ADVISORY SERVICES

Mont Blanc provides advisory services to support clients to plan and execute corporate finance related transactions. Services can comprise M&A, capital and debt raising, valuations and deal structuring.

It is fundamental for us to understand the needs, desires and mid to long term objectives of the clients. Companies and clients should be prepared in advance to understand, plan and execute corporate finance transactions. Our team of seasonal professionals develops a detailed analysis of the client’s strategic objectives and focus on most critical issues by analyzing the Company’s strategy, marketing, organization, operations and technology.

Our work is dynamic and each case is prepared with close collaboration, which ensures constant feedback and interaction, always focusing at the client’s objectives and interests, taking into consideration all the confidentiality required in such delicate matters.

What we can offer you

VARIA U.S. PROPERTIES AG

​VARIA U.S. PROPERTIES AG Swiss Company investing exclusively in US multifamily housing. Focus on assets for medium/low income population in markets with employment growth and limited offer. Optimize operating performance through proactive asset management. Asset Manager: Stoneweg SA, advisor and asset manager in international real estate with CHF 600 M. CHF 100 M equity raised end of 2015. Target IRR: 15% ; Property CF Yield: 8-10 % p.a. Use of local partners with strong experience in the multifamily housing, backed…

VENTURE CAPITAL

​VENTURE CAPITAL . US STRATEGY Invest in the underserved, fundamentally strong Mountain West region in Seed & Series A companies with outsized potential for returns VALUE ADD PRACTISE Deliver targeted value-add concentrated on sales execution, strategic organizational improvements and capitalization for growth INDUSTRY FOCUS Best-of-region seed, select Series A, and opportunistic secondaries STAGE FOCUS B2B SaaS, Software & Digital Media REGIONAL FOCUS Underserved Mountain West region inthe western United States RISK-RETURN PROFILE A diversified portfolio with low technology and market…

VARIA SPAIN

​VARIA SPAIN HIGHLIGHTS 11 assets signed for a total investiment of 139 M EUR 23% levered URR expected from current model Construction started at project 22@ Sales started at Alicante Centro Financing conditions improving rapidly VARIA STRUCTURED OPPORTUNITIES Legal Structure Cayman Fund Code ISIN € Compartment – Code ISIN $ Compartment – Advisor Stoneweg S.A. Target Size (Equity) Equity > €70M Local Partners > €30M Spain Focus Barcelona, Madrid and Mediterranean coast Sector Focus Residential Development (2/3) and (1/3) Opportunistic…

SPECIAL REAL ESTATE ASSETS EUROPE

Unique investment opportunity for a hold and sell strategy on a Office Building long term leased with prime tenants (top 100 on Forbes Fortune Global 500).

YL VENTURES

​VC ISRAEL Investment Focus Early-stage capital-efficient software companies in and around the Internet, primarily in these focus areas: Cybersecurity, Cloud Computing, SaaS (Software-as-a-Service), Big Data and Internet of Things, mostly deep-technology B@B portfolio companies. Differencial approach Specialization is transforming proprietary software technologies into game changing online services, while leveraging its highly-relevant Silicon Valley businesss network for introductions to customers, strategic partners, hey hires, top-tier investors and potential acquiers. Fund II Size USD 27.5 million Fund III US$ 60 million.Mont Blanc…

NOVOCIM

NEW INVESTMENT OPPORTUNITIES IN BRAZIL​ New player in the cement market. It is a combination of a seasoned professional team supported by a group of unique investors and a sharp strategy. Funding to be completed by MID 2017. Installation license is ready and works will begin in the second semester of 2017. Company seeks investors that may have interest in a small allocation in alternative/private equity assets, from R$2-10 million for a target return of 40-50%. Capital raising of R$500…

AINA INVESTMENT FUND

​ACQUISITION OF HOTEL PROPERTIES (5 AND 4 STAR HOTELS) The pipeline at the end of the 1st semester 2016 has grown and includes over 59 hotel properties in 12 different countries. Eight exclusivities have been signed and 16 hotels have been registered as a priority within the existing pipeline. The AINA Investment Fund – Hospitality Sub-fund has reached €153,3 million of total commitments. This amount includes € 2 million invested by Aina Capital management and € 6,25 million invested by…

UK AFFORDABLE HOUSING

​UK AFFORDABLE HOUSING Funding Affordable Homes SICAV SIF S.A. (FAH) Social impact investment in UK government regulated housing Private fund structure regulated by CSSF in Luxemburg Close partnership with housing associations (HAs) and Local Authorities (LAs) Diverse portfolio of freehold residential properties generating an attractive and inflation protected yield underpinned by inflationlinked leases Target return 8%+ IRR with potential further upside on exit Low correlation to the UK housing market Current and near-term assets of £100m+ built up since launch…

VARIA ITALY

Unique buying opportunity for NPLs in a growing economy & recovering real estate market. IRR between 20% to 25% within 3-4 years

Meet our team

Claudio Schreier

Entrepreneur, executive and consultant in national and multinationals companies in areas of financial services, strategic planning, organizational restructuring. Claudio has more than twenty years of experience, and was responsible for creating, structuring, developing and executing solutions and projects that add up to over USD 250 million for companies such as Itaú-Unibanco, Bradesco, Santander, Oi, Homerplast, Revitech, Indoor media, Acallanto Clinic, GM, Lycos, A.T. Kearney. Claudio co-authored the article “The Venture Capital and Private Equity Industry in Brazil”, Journal of Private, 2001. Claudio is graduated in Production engineering from University of São Paulo (Politécnica School), post graduated in Marketing from ESPM and has an MBA from Harvard Business School.

José Luiz Pinto

Combines expertise in direct investments and corporate finance. He worked for companies like PWC (Brazil and the UK), BankBoston, Southern Cross Group and through his own advisory firm. With more than twenty five year experience in all aspects of corporate finance, having participated in transactions from small family businesses to publicly owned multinationals such as Cargill PLC (UK), Goodyear, Unilever among others. He was involved in direct investments in values that exceeded US$ 200 million. He led mergers and acquisitions transactions in the food, technology, credit card, and retail sectors for an aggregate value that exceeded US$ 1 billion. José Luiz graduated in Business Administration from FGV and has an MBA from Warwick Business School, UK.