TAEL’s Introduction
Introduction of TAEL Partners
Differentiated investment strategy tailored to Southeast Asia (“ASEAN”)
o Influential minority positions in leading growth-oriented family-owned businesses.
o Partner with business owners to drive value through focused support and constant interaction.
o Broad sector focus, playing to local industry strengths and trends.
Experienced, senior team with extensive experience across multiple market cycles supported by a strong
investment team
o Investment team continues to expand with 35 local professionals across five regional offices: Singapore, Malaysia,
Indonesia, Thailand and Vietnam.
o Three founding Principals have worked together between 12 to 22 years in leading Asian financial institutions.
o Extensive off-market deal flow, consistently sourced through long-established local networks.
Proven eight years of track record in TAEL One and TAEL Two
TAEL One (2007 Vintage)
o TAEL One raised US$551m between 2007 and 2010; US$949m of capital deployed (including recycling) across 30
investments.
o 30 investments have been made across all sectors such as oil & gas, infrastructure and real estate.
TAEL Two (2013 Vintage)
o Final close at the end of December 2014; received subscriptions of US$701m capital commitments
o 5 investments in Vietnam in taxi transportation, agriculture and food processing, healthcare services, real estate
development, and education
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Uniquely Positioned to Support Portfolio Companies to Capture Value in the
ASEAN Region
Strong regional relationships network
o Established network of over 250 relationships with leading regional business groups and owners.
o Successful track record of repeat investments with business owners.
Trusted advisor and partner
o Trusted advisor for business owners, who need to focus on the day-to-day operations.
o Active participation in key business and management decisions.
o Keen assistance in conceptualising and implementing new business strategies.
Local and regional advantages
o Five regional offices across Singapore, Malaysia, Indonesia, Thailand and Vietnam.
o Founders / management of target portfolio companies often already known to TAEL professionals from prior
investments.
o Connecting the dots – cross ASEAN border synergy and strategic alliances.
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TAEL’s Network of Offices & Investments Footprints
Myanmar & the Philippines are TAEL’s next frontier.
MYANMAR
LAOS
PHILIPPINES
THAILAND Bangkok, Thailand
Pop = 68.6m, GDP = US$380.5bn,
Kuala Lumpur, Malaysia CAMBODIA GDP Growth = 1.0%
Pop = 30.5m, GDP = US$336.9bn,
GDP Growth = 5.9%
VIETNAM
BRUNEI
MALAYSIA
Ho Chi Minh, Vietnam
SINGAPORE Pop = 90.6m, GDP = US$187.8bn,
GDP Growth = 5.5%
Singapore, Singapore*
Pop = 5.5m, GDP = US$307.1bn,
INDONESIA Jakarta, Indonesia
GDP Growth = 3.0%
Pop = 251.5m, GDP = US$856.1bn,
* TAEL Management Co. (Singapore) Pte Ltd is an approved fund GDP Growth = 5.2%
manager licensed by the Monetary Authority of Singapore
Source: International Monetary Fund, World Economic Outlook Database, population and GDP estimates for 2014 (December 2014)
… strong relationships are among our key assets 4
Investment Portfolio Companies in Vietnam
LIFESTYLE FOOD FOOD PROPERTY EDUCATION
Project Taxi Co. Food Co. 1 Food Co. 2 Realty Co. Edu Co.
Timing 2013 2014 2016 2016 2017
Brief #1 taxi company A food and agriculture A company that is building A property An education group
Description in Vietnam company involved in a a portfolio of food and development based in HCMC,
fully integrated value agriculture assets through company with Vietnam (but with
chain in the acquiring, restructuring and proven track record presence in Hanoi
production of rice, optimizing operations of and accessibility to a and other central and
and other related food state-owned entities. The large land bank at southern provinces)
processing business company currently has: prime locations. involved in 3 key
such as nuts, fruits, • 95% stake in the largest areas i.e. ESL
flowers, vegetables, tea company in Vietnam centers, college
other rice related • 35% stake in a company institutions and K-12
products, cookies and which has a well solutions (test prep,
cakes. recognized wine brand online learning).
• 65% stake (in the
process of increasing
stake) in a dairy and
livestock company
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Post-investment Approach and Key Value Creation (1/2)
Past Future
Contribute capital for fleet expansion Review and contribute to restructuring
Introduce overseas supplier for taxi management strategy
Taxi Co. system and mobile app
Increase company value through enhanced corporate
governance and best practices
Contribute to overall strategic planning Conduct more M&As
Find additional capital from foreign investors to finance Export products to other markets
Food Co. 1 inorganic growth (e.g. a series of acquisitions of
agricultural and food processing companies to integrate
the value chain from food to table and diversify risks)
Contribute to overall strategic planning Introduce potential partners to
Contribute capital for acquisition of the tea and improve technologies
husbandry SOEs Export products to other markets
Food Co. 2 Find additional capital from foreign investors to finance Increase company value through
acquisitions of food processing companies enhanced corporate governance and
Recruit key personnel and experts best practices
Introduce local and foreign partners to upgrade Prepare for international listing
plantation/breeding/processing processes and overall and/or attract more international
product quality investors.
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Post-investment Approach and Key Value Creation (2/2)
Past Future
Contribute capital for a series of new project Increase company value through enhanced
development corporate governance and best practices
Contribute to overall strategic planning
Realty Co. Introduce new business and service models
Introduce potential foreign partners and key
buyers
Contribute to overall strategic planning Management training workshops
Market research, competitor analysis and Contribute capital and support due diligence in
competitive positioning acquisition or development of schools
Edu Co. Recruit of key expat personnel
Form strategic partnerships with overseas K-12
schools and colleges
Increase company value through enhanced
corporate governance and best practices
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THANK YOU TERIMA KASIH KHOB KHUN KRUB SALAMAT PO XIE XIE CẢM ƠN
TAEL Management Co. TAEL Management Co. TAEL Management Co. TAEL Management Co.
(Malaysia) Sdn Bhd (Malaysia) Sdn Bhd – Rep Office PT TMI (Singapore) Pte Ltd (Singapore) Pte Ltd - Rep Office
Unit A-18-8 Menara UOA Bangsar, 140 One Pacific Place Building, Unit 1511, Equity Tower 33rd Floor, 206B & 208B Telok Ayer Street Unit 17, 4th floor, Saigon Centre
No. 5, Jalan Bangsar Utama 1, 15th Floor, Sukhumvit Road, Klongtoey Suite 33A Singapore 068641 65 Le Loi Boulevard, District 1
59000, Kuala Lumpur Bangkok 10110 SCBD Lot 9, Jl. Jend. Sudirman Ho Chi Minh City
Malaysia Thailand Kav. 52-53 Jakarta 12190 Viet Nam
