Onex 2013 Investor Day Presentation

Recommendations

Info

At a GlanceBBAM is one of the world’s largest managers of commercialjet aircraft- Manages approximately 400 aircraft representing $13 billionof AUM- Full-service manager with nine offices in seven countriesThe only competitor within the industry that is exclusivelya manager of aircraft without owning any aircraft assetsRevenue generated primarily through management agreementswith FLY Leasing (NYSE: FLY) and with Nomura in theJapanese tax lease market2
At a GlanceRelationships with approximately 200 airline customers in more than 50 countriesNorth America EuropeAsia-PacificSouth America Africa / Middle-East3
Page 4 and 5:
AgendaIntroduction and Performance
Page 6 and 7:
Our ObjectiveLong-Term Proprietary
Page 8 and 9:
Private Equity Outperforms20 Years1
Page 10 and 11:
OverviewInvestor and manager- Found
Page 12 and 13: Our Investing PlatformsLarge Cap Pr
Page 14 and 15: Schedule of Fees and Expenses($ in
Page 16 and 17: Private Equity Management FeesCommi
Page 18 and 19: Illustrative Fee Growth Potential($
Page 20 and 21: Carried Interest ExampleExample: $1
Page 22 and 23: Appendix: Global LP RelationshipsBy
Page 24 and 25: Schedule of Fees and Expenses Endno
Page 26 and 27: Our ObjectiveLong-Term Proprietary
Page 28 and 29: Our Investing StrategyGlobal busine
Page 30 and 31: Our DisciplinePrudent purchase pric
Page 32 and 33: Team DevelopmentInternship program-
Page 34 and 35: USIAdam CobournSenior Associate
Page 36 and 37: At a GlanceArranges property & casu
Page 38 and 39: Investment ThesisAttractive cash fl
Page 40 and 41: Track Record of Accretive Acquisiti
Page 42 and 43: Value Creation OpportunityOpportuni
Page 44 and 45: KraussMaffei Investment OverviewAcq
Page 46 and 47: At a GlanceDiversified across geogr
Page 48 and 49: Investment ThesisMarket leadership
Page 50 and 51: Active OwnershipAugmented managemen
Page 52 and 53: SGS Investment OverviewAcquired mar
Page 54 and 55: Brand LifecycleSGS’ services are
Page 56 and 57: Retail / PrivateLabelCPGsConverters
Page 58 and 59: Investment ThesisMarket leader with
Page 60 and 61: BBAMTawfiq PopatiaPrincipal
Page 64 and 65: At a Glance($ in millions)Key Data
Page 66 and 67: Industry Investment ThesisFinancial
Page 68 and 69: Significant Private OperatingCompan
Page 70 and 71: Significant Private Operating Compa
Page 72 and 73: ONCAP OverviewEstablished in 1999 a
Page 74 and 75: Since Last Year…Acquired Bradshaw
Page 76 and 77: Bradshaw International - Investment
Page 78 and 79: Capital Invested Since Inception(in
Page 80 and 81: Onex Credit PartnersMichael J. Gelb
Page 82 and 83: AUM GrowthTwo CLOs($1.0B)$2.8B$1.3B
Page 84 and 85: Leveraging the PlatformDebt Opportu
Page 86 and 87: Valuing Onex:Moving the Goal PostsS
Page 88: ONEX.COM
show all

Onex 2013 Investor Day Presentation

You also want an ePaper? Increase the reach of your titles

Delete template?

Save as template?