Private equity investment committee paper on Sogrape, Sgps, S.A

Carvalho, Inês Lopo deSantos, FábioElvas, António Saldanha Santos De Rezende2021-03-292024-01-032020-01-212020-01-03http://hdl.handle.net/10362/114633ThisworkprojectaimstostudyaprivateequitydealusingaLeveragedBuyoutModelofthePortuguesecompanySogrape,operatinginthewinesector.Theevaluationofthedealincludesthestudyofthecompanyandtheinherentindustry,followedbythedescriptionoftheinvestmentthesisandthebusinessplan.Then,itisperformedavaluationofthecompanybyseveralmethodssuchastheDiscountedCashFlow,ComparablesMultiplesandPrecedentTransactionMultiples.Later,itisdefinedthecapitalstructureofthedeal,particularlybothsourcesanduses.Next,itispresentedthereturnsforthemanagementandthefund,subjecttoasensibilityanalysistakingintoaccountthevariousmodelinputs.Toconcludeitisevaluatedthedifferentexitoptionsregardingtheattractivenessandlikelihoodalongwiththedifferentmatterstobefurtherstudiedinaduediligence.ThischapteraimstoexploreandanalyzeinwhichmarketsisSograpecontained,andhowisthecompanypositionedtooperatenotonlyatafinanciallevel,butalsoatastrategicalandoperationalone.Sograpeoperatesacrossborders,havingbothproductionanddistributionspreadacrosstheworld.Thecompanyispresentintheworldmarketin5identifiedbigclusters:CoreMarkets:Portugal&Spain;BigMarkets:USA&UK;MatureMarkets:MostEuropeanCountries&Canada;GrowthPlatforms:Poland,Japan,Russia,China;PortugueseSpeakingOpportunities:AngolaandBrazil.ThecompanyholdsitsdistributionpointsinPortugal,Brazil,Angola,China,USAandUnitedKingdom.engPrivate equitySograpeMarket consolidationInternationalizationPrivate equity investment committee paper on Sogrape, Sgps, S.Amaster thesis202494853