Connecting companies to the world’s most attractive markets USA I Mexico I Brazil I France I Germany I Eastern Europe I Russia I India I China I Hong Kong I Singapore I Australia www.altios-international.com
Dec 22, 2015
Connecting companies tothe world’s most attractive
marketsUSA I Mexico I Braz i l I France I Germany I Eastern
Europe I Russ ia I Ind ia I China I Hong Kong I S ingapore I Austra l ia
www.altios-international.com
Expanding your Business Beyond the Horizon I www.altios-international.com
GREENFIELD INVESTMENT PROJECTS
• The need to collaborate closely with the customer due to the consequence of time-based competition, trade agreements, and shipping costs
• The need to identify and be located near the appropriate labor pool to take advantage of low wage costs and/or high technical skills
--- Investment Control Impact +++
Enter a market• Market Research• Marketing
&Distribution Strategy• Strategic Partnership
Grow the business• Incubation Services /
Representative Office• HR Hosting• Part-Time Resources
Set a local office• Incorporation• Accounting & Tax• HR Services• Corporate Secretarial
Services
Invest locally“Buy or Build”• Cross-border
Acquisition• Greenfield
Manufacturing Setup
++
+Growth
Timeline
Expanding your Business Beyond the Horizon I www.altios-international.com
METHODOLOGY: Key questions to answer
• Proximity :• To suppliers and raw materials• To clients and distribution
networks• From Headquarters
• Labor :• Large pool of qualified workers• Cost unionized workforce• State training program
• Financial Investment & Incentives:• Local loans & financing structure• State tax structure and
incentives• Other state credit and zoning
Identification of industry clusters Connection to transport
networks: Rail, Road, Port Communication & time difference
Proximity to universities/colleges Unionized North vs. low cost
South Incentives from state to build
programs dedicated to investor
High cost for borrowing Federal Programs: NMTC, EB5 Comparison on state taxation Relationship with state and local
EDO: zoning, payroll withholding credit, R&D credit, governor leverage
Expanding your Business Beyond the Horizon I www.altios-international.com
METHODOLOGY
Issues in Facility Location
• Proximity to Customers / Distribution Facilities
• Clusters / Suppliers• Quality of Labor• Laws Regulations• Infrastructure /
Transportation• Specific Facility needs
(space, infrastructure, energy, water supply…)
• Business Incentives (cash incentives, reduced interest loan, public guarantees, labor-related incentives…)
Location Screening
• Evaluate project investment options, criteria and alternatives
• Construct weighting and ranking model to test location site under prime and alternative scenarios
• Combine screening results with our own experience, Interview comparable companies
• Site location diagnostic reports
• Review incentives• Obtain initial offers
from local areas• Financial modeling,
Business plan
Final Site Selection &Incentives Negotiations
• Final financial and operational review of building and incentives option
• Prepare and execute incentives contracts
• Deal analysis and Negotiation
• Final building design & Engineering
• Fit-out, Move-in, and Start of operations
Expanding your Business Beyond the Horizon I www.altios-international.com
Case Studies - BIOTRIAL
Hosting of US employee
Without a US entity at first, solutions to hire under ALTIOS USA a
local employee
Setup of two US subsidiaries in NJ Advise on structure
with parent company, Hosting of Corporation in ALTIOS USA office, Bank
account opening, Budget forecasting.
Financial & Admin Management
Day to day bookkeeping, Point of contact with local
authorities, bank signature with ALTIOS
Director, Advise …
Financial AdvisingWork with NJ EDA, Brick City Development and
other financial partners to identify & Implement New Market Tax Credit
& EB5 Program
… Ground Breaking in
2014 60,000 sqft
facility creating up to 100
direct jobs + local impact
Foreign CRO specialized in phase I clinical study setting up their US facility in Newark, NJ A $ 25 Million Greenfield Investment Project
OPERATIONAL SUPPORT & ADVICE
• First Contact with BIOTRIAL•Referral from Banking partner• Discussion on state/site selection• Not satisfied with current consultant
• Contract signed with ALTIOS
• Client since then for their step-by-step US support :
Expanding your Business Beyond the Horizon I www.altios-international.com
Case Studies - DRT
State ComparisonDetailed studies on GA, FL, SC, AL to rank state from
key criteria: transport, incentives, Labor cost and
training programs…etc. Presentation of EDO identification of sites
Qualification of Engineering firms
Identification and selection of EF in the
region with experiences in building chemical
plants and committed to the size and cost of
projects
Financial Impact advising
Best structures to setup for fiscal
optimization (use of NOL) and risk
protection. (land vs. machinery vs. operations)
Immigration & HRWalk our client to understand best practices for HR
management and retention of key
workers + obtaining visa for expatriated
managers
… Final Costing in
progess
from Engineering Firms + Real
Estate
… Ground breaking in Q3
2014
$300M European chemical group specialized in refining oil from the paper industry. A $ 30 Million Greenfield Investment Project
OPERATIONAL SUPPORT & ADVICE
• First Contact with DRT: April 2013• Already identify Paper cluster in south east US• Already Buying office with NOL•Key Factors:
• Proximity to large Volume of raw material to purchase • Connection to industrial zone to plug factory to :
•Transport network in & out•Waste management
•Cost and timing • Step-by-step US support :
Expanding your Business Beyond the Horizon I www.altios-international.com
ALTIOS Australia
Level 7, 263 Clarence STreetSydney, NSW 2000
T +61 2- 9264 4199
www.altios-international.com
OVERSEAS OFFICES
GermanyFrankfurtT +49 69 9592 5282
Eastern EuropePoland I CzechRepublic I Slovakia I Hungary I RomaniaT +48 12 429 4101
RussiaMoscowT +7 495 960 2285
IndiaNew DelhiT +91 1146 1616 00
ChinaShanghai, Hong KongT +86 21 6886 8852
Singapore ASEANT +65 6352 7714
AustraliaSydneyT +61 2 9264 4199
USANew YorkT +1 212 260 5924
MexicoMexico CityT +52 155 4130
0730
BrazilSao PauloT +55 11 3262 2903
FranceParis I Nantes ILyon I BordeauxT +33 2 4035 1828