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JOSHUA’S CAPITAL

FIRST CONTACT PRESENTATIONJULY 2015

J OSHUA’s CAPITAL Advisory & I nvestments

Milano, July 2015 pag. 2J OSHUA’s CAPI TAL

Advisory & Investments

Index

Joshua’s Capital in Brief

Joshua’s Capital Experience

Joshua’s Team

Milano, July 2015 pag. 3J OSHUA’s CAPI TAL

Advisory & Investments

Who we are

Joshua’s Capital is an international advisory & Investment firm that builds exclusive relationships with selected medium and large corporates in chosen industries of interest.

Joshua’s Capital is focused exclusively on European markets and Africa, offering investment and advisory expertise in a range of activities.

Identifying unique gateway opportunities between African and global markets, Joshua’s Capital is strategically positioned to become the partner of choice among Italian and European investors and institutions, deploying highly experienced teams with sound advisory and investment approaches in the following industries: Agriculture, Consumers Goods products; Energy & Utilities; Financial Services, Health Care & Pharma; Real Estate and Infrastructures; Fashion & Retail.

We are Leading investment professionals with proven track record in advising investments in complex environments work in close partnership with our clients to deliver value and maximize returns.

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Advisory & Investments

Joshua’s Capital Global Reach

Joshua’s Capital has built the most qualified team to effectively address its client needs and successfully tackle their every unique challenges

Our main offices

Paris Geneva

Our Key Markets

Milan

Ethiopia

Kenya

Tanzania

Mozambique

South Africa

Angola

Congo DRC

Nigeria

Cote D’Ivoire Ghana

Morocco

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Advisory & Investments

Our value proposition

Joshua’s Capital Strategic advisory experience focus on our clients’ most critical business topics. In addition to our advisory services, our sometimes invest directly in target companies or greenfield initiatives with significant growth potentialSTRATEGY

Growth Strategy Value Chain management Business Model Innovation

ORGANIZATION

Performance & Profitability Improvement

Program Management Office Governance Structures Human Capital Management

INVESTMENTS

Mergers & Acquisitions (M&A) Business Planning Direct Equity Investments in

Existing companies Greenfield initiatives

MARKETING & SALES

Customer Strategy Value Proposition Go-To-Market Strategy

ADVI

SORY

SER

VICE

S

INVE

STM

ENTS

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Advisory & Investments

Corporate Citizenship

Being a good corporate citizen is goes beyond just being socially responsible. It includes a lot bunch of principles and practices, of which the necessity for adequate corporate governance structures, the implementation of workplace safety standards, the adoption of environmentally sustainable procedures, and philanthropy.

Joshua’s Capital is a responsible business partner to the diverse customers it serves. We are have been building a better future with innovative services and new standards of performance.

We follow responsible business practices and actively promote positive changes in organizations, communities and people through pro-bono projects, while simultaneously growing shareholder and customer value in a competitive global market

Corporate citizenship is not separate from our business strategy; it’s a key component of Joshua’s Capital DNA.

Milano, July 2015 pag. 7J OSHUA’s CAPI TAL

Advisory & Investments

Index

Joshua’s Capital in Brief

Joshua’s Capital Experience

Joshua’s Team

Milano, July 2015 pag. 8J OSHUA’s CAPI TAL

Advisory & Investments

Joshua’s Capital experience in Industrial and Manufacturing industries

Joshua’s Capital has more than 10 years of experience in industrial and manufacturing industries, working on strategic issues of leading worldwide players, with a specific focus on two main regions: EU and Africa

STRATREGY & PORTFOLIO ISSUES

Growth Strategy & Business Portfolio optimization

Market Scenarios and long term trends

Competitive benchmarking M&A and post-merger

integration strategies Competition and

development partnerships models

PERFORMANCE IMPROVEMENT

Industrial footprint optimization

Value proposition Innovation and pricing strategies

Value chain management and business model innovation

Customer/Supplier Panel development

Sourcing strategy and make or buy options

INTERNATIONAL BUSINESS DEVELOPMENT

New Market business model and entry strategies

M&A analysis Investments Strategies Partners/Distributors

scouting Business model

restructuring in existing markets

Milano, July 2015 pag. 9J OSHUA’s CAPI TAL

Advisory & Investments

Joshua’s Capital experience in Financial Services

Joshua’s Capital team members have a strong background in financial services and we have assisted some global financial institutions in navigating and emerging from financial downturn stronger and better positioned

GROWTH STRATEGY & PORTFOLIO OPTIMIZATION

Banks and insurances entry strategy in emerging markets

Business model design for Bancassurance

Post merger transformations programs

PERFORMANCE IMPROVEMENT &

OPERATIONAL RISK MANAGEMENT

Organizational restructuring for performance Improvement

Organization risk redesign and implementation

Operational risk management models

Zero-based budget programs

Central functions streamlining (Finance, HR,…)

CUSTOMER EXPERIENCE & MULTICHANNEL STRATEGY

Organizational restructuring for performance improvement

Organization risk redesign and implementation

Operational risk management models

Zero-based budget programs

Central functions streamlining (Finance, HR,…)

Milano, July 2015 pag. 10J OSHUA’s CAPI TAL

Advisory & Investments

Joshua’s Capital experience in Energy & Utulities

Joshua’s Capital Capital, through its wide experience in different European & African energy markets, has supported several utilities to tackle their main business issues, both towards the final customer and the internal stakeholders

GROWTH STRATEGY & BUSINESS MODEL

INNOVATOION

Long term trends & Portfolio Strategy

Deal Origination & Due Diligence

Energy Efficiency Market Starety

Value Chain play on the Renewables Market

Supplier’s Qualification & Industrial Partnership for Nuclear Supply Chain

ESCO Business Model Innovation

PERFORMANCE IMPROVEMENT

Smart Grid Modelling for local communities

Post Merger Integration

Central Functions Streamlining

Organizational Structure (at corporate and business units levels)

VALUE PROPOSITION & GO-TO-MARKET STRATEGY

Innovation & Smart Energy Solutions offer (EDM, technology scouting, carbon footprint, etc…)

Multichannel Strategy for Customer Acquisition

CRM & Loyalty Strategy

Branding & Customer Experience redesign (B-to-B & B-to-C)

Milano, July 2015 pag. 11J OSHUA’s CAPI TAL

Advisory & Investments

Joshua’s Capital experience in Consumer goods markets

Joshua’s Capital has a consolidated experience in the consumer goods (food and non-food) and a top level network with industry experts

GROWTH STRATEGY & BRANDING

Emerging markets growth Strategies and development of new partnership models

Competitive intelligence Brand Portfolio Strategies Brand Strategy & Brand

Value Competitive positioning

analysis and future offer dynamics

Strategic Due Diligence

PERFORMANCE & PROFITABILITY IMPROVEMENT

Productivity & Retail profitability improvement

Channel Strategy & Retail optimization

Sales force effectiveness (i.e. In-store Brand Ambassador, etc…)

Supply Chain Productivity improvement

Multibrand organization Business Unit Re-

structuring

CUSTOMER EXPERIENCE STRATEGY

Customer Segmentation & Customer Equity analysis

Segmentation and value proposition development

Customer experience strategy & re-design

Optimization strategies for customer acquisition

Customer relationship management & loyalty programs

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Advisory & Investments

We support our clients in every steps of their investment decision

Where to invest? Sourcing of potential target Due diligence on potential target

Support in negotiation and deal closing

Support in the business setup in new markets

Sourcing of potential investment partners and

distributors

Milano, July 2015 pag. 13J OSHUA’s CAPI TAL

Advisory & Investments

Index

Joshua’s Capital in Brief

Joshua’s Capital Experience

Joshua’s Team

Milano, July 2015 pag. 14J OSHUA’s CAPI TAL

Advisory & Investments

Joshua’s Capital: A strong management team…

Bruno MognayieManaging Partner

10+years in Strategy Consulting & Investments

Carlo Rossi ChauvenetManaging Partner

Antonio ArezzoSenior Investment Principal

Thomas venonBusiness Development

10+years in business law10+years in investments & Private Equity

15+years in impact investing, African Investments & Private equity

Milano, July 2015 pag. 15J OSHUA’s CAPI TAL

Advisory & Investments

…and a board of directors with active members

Luca BorellaCOO & Owner Olsa

10+years in Strategy Consulting & Family business development

Michele CarontiHead of Institutional Sales - ITALY at Russell Investments

Massimo GrecoManaging Director, Head of European Funds Management, JPMorgan Chase Bank

Fred Papa KwofieOwner & Managing Director, Domod Roof, Accra Ghana

20+years in Finance, Investments, and business development

30+years in investments & Finance15+years in family office business development

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Advisory & Investments

Contact us

Milano, Piazza Duomo Via Santa Margherita,620121 – MilanoTel Direct: +39 340 800 13 64Fax: +39 02 7749 388

E-mail info@joshuascapital.com www.joshuascapital.com

JOSHUA’S CAPITAL

Paris, Haussmann-Opera Bourse 23, Boulevard Haussmann 75008 – ParisTel Direct: +33 1 53 43 94 74Fax: +39 1 56 03 65 65