[email protected] Stockholm den 18 juni 2008
Anmälan av intresse att erbjuda Regeringskansliet finansiell rådgivning Carnegie Investment Bank AB (”Carnegie”) får härmed anmäla sitt intresse att erbjuda Regeringskansliet finansiell rådgivning och transaktionstjänster avseende utfärdande, försäljning, förvärv och överlåtelse av värdepapper och andra finansiella instrument avseende de statligt ägda företagen.
Fullständigt namn: Carnegie Investment Bank AB Organisationsnummer: 516406-0138 Hemvist: 103 38 Stockholm
Kontaktperson: Peter Bäärnhielm Email: [email protected] Tel: +46 8 676 86 53 Mob: +46 708 80 06 27
Carnegie har de tillstånd från myndigheter som är nödvändiga för att genomföra eventuella uppdrag.
Carnegie i korthet Carnegie är en oberoende nordisk investmentbank med verksamhet inom fem affärsområden: Securities, Investment Banking, Asset Management, Private Banking och Max Matthiessen. Carnegiegruppen omsatte 4 340 miljoner kronor under 2007 och hade vid årsskiftet 2007/08 över 1 000 anställda, varav drygt hälften i Sverige.
Carnegie är en ledande oberoende finansiell rådgivare inom investment banking i Norden. Affärsområdet Investment Banking har ca 100 anställda, varav ca 60 i Sverige. Carnegie har en betydande bredd i sina uppdrag – några exempel framgår nedan.
Carnegie erbjuder inom affärsområdet Investment Banking bl a följande tjänster:
Equity Capital Markets (rådgivning i samband med aktiemarknadsrelaterade transaktioner såsom börsnoteringar, nyemissioner, aktieplaceringar, inlösen- och återköpsprogram) Mergers & Acquisitions (rådgivning i samband med publika och privatförhandlade förvärv, samgåenden och avyttringar, samt företagsvärderingar och finansiell analys) Structured Finance (strukturerade finansiella produkter som vänder sig till finansiella investerare, optimering av företags kapitalstruktur, samt incitamentsprogram)
Inom affärsområdet Investment Banking finns ett antal sektorspecialister, vilka fokuserar på alla slags transaktioner inom specifika industrisektorer. Carnegie Investment Bankings sektorindelning sammanfaller till stor del med den sektorindelning som används för den statliga företagssfären. Ett urval av de sektorer Carnegie Investment Bankings specialister täcker redovisas nedan.
Carnegie har omfattande erfarenhet av finansiell rådgivning och av att genomföra flertalet typer av transaktioner i ett brett spektrum av branscher. Ett urval av relevanta uppdrag redovisas nedan.
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Carnegie har en omfattande erfarenhet av uppdrag som involverar statligt ägda verksamheter, såsom
börsintroduktionen av AssiDomän omstruktureringen av AssiDomän börsintroduktionen av Telia samgåendet mellan Telia och Sonera försäljningen av SBL Vaccin försäljningen av EuroMaint och SweMaint för Swedecarriers räkning avyttringen av del av statens aktieinnehav i TeliaSonera
Carnegie har även under lång tid biträtt Näringsdepartementet avseende olika frågor kring de statligt ägda bolagen bl a med värderingar, branschanalyser och rådgivning i ägarfrågor.
Carnegies marknadsposition
Aktieplaceringar i Norden 2000–2007 M&A i Norden 2000–2007
Antal Transaktionsvärde Antal Transaktionsvärde transaktioner USD mrd transaktioner USD mrd 1Carnegie 145 8.3 1 Enskilda 380 106.3 2 Enskilda 133 7.8 2 Carnegie 304 78.8 3 Goldman Sachs 21 5.9 3 JP Morgan 129 79.8 4 Merrill Lynch 12 5.3 4 Morgan Stanley 119 132.7 5 Deutsche Bank 15 4.7 5 Deutsche Bank 116 99.4 6 UBS 17 4.2 6 UBS 107 62.3 7 ABN AMRO 39 4.1 7 Goldman Sachs 93 153.2 8 Morgan Stanley 10 4.0 8 Citi 88 77.7 9 Citi 9 3.5 9 Merrill Lynch 62 67.2
10 Lehman Brothers 6 2.7 10 Lehman Brothers 55 73.8
Källa: Thomson Financial
Carnegie har under en lång följd av år utmärkt sig i olika undersökningar om kundnöjdhet. I 2007 års undersökning av Prospera Research placerade sig Carnegie på en delad förstaplats i Sverige rörande corporate finance-tjänster och på förstaplatsen när det gäller företagsanalyser. Dessutom har Carnegie de två senaste åren av Euromoney tilldelats priset som ”Best Equity House Sweden”.
No. 1 No. 1 “Best“Best equityequity house”house” SwedishSwedish equitiesequities No.No. 11 “Most“Most awardaward winningwinning SwedishSwedish equitiesequities No.No. 11 broker” broker” “Clean“Clean sweep”sweep” Nordic equities No. 1 Nordic 2006 “Most appreciated Nordic 2006 “Most appreciated Nordic No. 1 Sweden 2006 & 2007 stockbroker”stockbroker” Sweden 2006 & 2007 CorporateCorporate finance survey,survey, 2003–2007 2003–2007 All-Europe research SwedenSweden 2006–20082006–2008 teamteam Carnegie’sCarnegie’s position:position: 20062006 && 20072007 Shared No. 1 position NordicNordic banks:banks: No.1No.1 2007 All banks: No.1 Shared No. 1 position 2007 All banks: No.1 Overall: No.1 2007 & 2008 Overall: No.1 Shared No. 1 position 2007 & 2008 20072007
Shared No. 1 position
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Transaktionsreferenser
Initial public offering of Secondary offering of Divestment of Merger of Secondary placing of Initial public offering of Secondary offering of Divestment of Merger of Secondary placing of East Capital Explorer (SE) If (SE) shareholding by DnB Holding (NO) shares in East Capital Explorer (SE) 4040 million million shares shares in in If (SE) shareholding by DnB Holding (NO) shares in Sampo (FI) Skandia Liv (SE) to and Gjensidige NOR Nordea (SE) Financial Sampo (FI) Skandia Liv (SE) to and Gjensidige NOR Nordea (SE) Sampo (FI) (NO) EUR 391 million Sampo (FI) (NO) EUR 391 million SEK 4.6 billion EUR 430 million NOK 20 billion SEK 4.6 billion EUR 430 million SEKSEK 2.4 2.4 billion billion NOK 20 billion Joint lead manager Joint global co-ordinator Sole Nordic selling agent Adviser to Skandia Liv Adviser to DnB Holding Joint lead manager Joint global co-ordinator Sole Nordic selling agent Adviser to Skandia Liv Adviser to DnB Holding June, 2002 November, 2007 December, 2003 June, 2002 November, 2007 February,February, 2005 2005 April,April, 2004 2004 December, 2003
Initial public offering of Public offer for Public offer for Spin-off Initial public offering of Public offer for PublicPublic offer offer for for Public offer for Spin-off Pronova Biacore (SE) Pharmacia (US, SE) Pharmacia (US, SE) / Life Pronova Biacore (SE) Gambro(SE)Gambro(SE) Pharmacia (US, SE) Pharmacia (US, SE) / BioPharma ASA (NO) by GE Healthcare (US) by Pfizer (US) Monsanto (US) BioPharma ASA (NO) by GE Healthcare (US) bybyInvestorInvestor and andEQTEQT (SE) (SE) by Pfizer (US) Monsanto (US) science NOK 2.7 billion SEK 3.2 billion NOK 2.7 billion SEK 3.2 billion SEKSEK 39 39 billion billion USD 57 billion USD 3.7 billion Joint global co-ordinator and Adviser to the USD 57 billion USD 3.7 billion Joint global co-ordinator and Adviser to the FinancialFinancial adviser adviser to to the the joint book-runner Board of Biacore Adviser to Pharmacia Adviser joint book-runner Board of Biacore BoardBoard of of GambroGambro Gambro Adviser to Pharmacia Adviser October, 2007 June, 2006 April, 2003 August, 2002 October, 2007 June, 2006 May,May, 2006 2006 April, 2003 August, 2002
Merger between Merger between Acquisition of Convertible note offering in Acquisition of Public offer for West Siberian Resources (RU) Acquisition of Convertible note offering in Acquisition of Public offer for West Siberian Resources (RU) Arrow Seismic (NO) by Petroleum Energi E2 (DK) Smedvig (NO) Energy and and Alliance Oil (RU) Arrow Seismic (NO) by Petroleum Energi E2 (DK) Smedvig (NO) and Alliance Oil (RU) Petroleum Geo-Services ASA (NO) by DONG (DK) by SeaDrill (NO) Petroleum Geo-Services ASA (NO) by DONG (DK) by SeaDrill (NO) Geo-Services (NO) offshore USD 2.5 billion Geo-Services (NO) USD 2.5 billion NOK 2.3 billion DKK 17 billion (combined market capitalisation) NOK 2.3 billion USD 400 million DKK 17 billion NOK 15.6 billion (combined market capitalisation) USD 400 million NOK 15.6 billion Adviser to Adviser to Adviser to Adviser to West Siberian Resources Petroleum Geo-Services Joint lead manager Adviser to DONG Adviser to SeaDrill West Siberian Resources Petroleum Geo-Services Joint lead manager Adviser to DONG Adviser to SeaDrill April, 2008 December, 2007 December, 2007 May, 2006 April, 2006 April, 2008 December, 2007 December, 2007 May, 2006 April, 2006
Acquisition of Spin- off off from from Acquisition of Initial public offering of Spin- off from Public offer for Danske Initial public offering of Global Motion Systems (US) Initial public offering of Public offer for Danske Initial public offering of Global Motion Systems (US) Aker Kværner (NO) VolvoVolvo (SE) (SE)ofof Trælast (DK) by CVC AvestaPolarit (FI) by Kongsberg Automotive Aker Kværner (NO) Volvo (SE) of Trælast (DK) by CVC AvestaPolarit (FI) by Kongsberg Automotive Scania ScaniaA shares through Capital Partners (UK) Engineering Holding ASA (NO) from ScaniaA sharesA sharesthrough through Capital Partners (UK) Holding ASA (NO) from Ainax (SE) Teleflex Inc. (US) AinaxAinax (SE) (SE) Teleflex Inc. (US) DKKDKK 6.2 6.2 billion billion SEKSEK 12.5 12.5 billion billion USD 560 million NOK 2.1 billion SEK 6.2 billion USD 560 million NOK 2.1 billion SEK 6.2 billion Adviser to Adviser and manager of the Adviser to Adviser and manager of the Adviser to Kongsberg Automotive Adviser to Aker Kværner Adviser to Volvo CVC Capital Partners exchange offer Adviser to Kongsberg Automotive Adviser to Aker Kværner Adviser to Volvo CVC Capital Partners exchange offer December, 2007 April, 2004 May, 2003 January, 2001 December, 2007 April, 2004 June, 2004 May, 2003 January, 2001
Divestment of Public offer for Public offer for Initial public offering of Divestment of Initial public offering of Public offer for Public offer for Initial public offering of EAC Nutrition (DK) to Initial public offering of Gant (SE) Lindex (SE) KappAhl (SE) EAC Nutrition (DK) to Oriflame (SE) Gant (SE) Lindex (SE) KappAhl (SE) Royal Numico (NL) by Oriflame (SE) by Maus Frères (CH) by KappAhl (SE) Royal Numico (NL) by by Maus Frères (CH) by KappAhl (SE) The East Asiatic Company Retail The East Asiatic Company SEK 5.2 billion SEK 1.8 billion SEK 5.1 billion SEK 5.2 billion SEK 1.8 billion SEK 5.1 billion SEK 7 billion Adviser to the SEK 7 billion Joint global co-ordinator DKK 9 billion Joint global co-ordinator and Adviser to the Joint global co-ordinator DKK 9 billion Joint global co-ordinator and Board of Directors of Gant Adviser to KappAhl and joint book-runner Adviser to the seller joint book-runner Board of Directors of Gant Adviser to KappAhl and joint book-runner Adviser to the seller joint book-runner February, 2008 Not completed February, 2006 March, 2004 February, 2008 Not completed February, 2006 December,December, 2005 2005 March, 2004
Acquisition of Divestment of Acquisition of Public offer for Spin-off and Merger of Divestment of AssiDomän Cartonboard Public offer for Spin-off and Merger of Aker Kværner’s business AssiDomän Cartonboard AssiDomän (SE) public listing of SCA Fine Paper (SE) Aker Kværner’s business Holding (Frövi) (SE) AssiDomän (SE) public listing of SCA Fine Paper (SE) in Pulping (SE) and Holding (Frövi) (SE) by Sveaskog (SE) Billerud (SE) and Modo Paper (SE) Forestry in Pulping (SE) and by Korsnäs (SE) by Sveaskog (SE) Billerud (SE) and Modo Paper (SE) Power (FI) to Metso (FI) by Korsnäs (SE) Power (FI) to Metso (FI) NOK 3 billion SEK 3.65 billion SEK 21.9 billion SEK 2.4 billion SEK 13.7 billion NOK 3 billion SEK 3.65 billion SEK 21.9 billion SEK 2.4 billion SEK 13.7 billion Adviser to Adviser to Aker Kværner Adviser to Adviser to AssiDomän Adviser Adviser to SCA Fine Paper Adviser to Aker Kværner Korsnäs and Kinnevik Adviser to AssiDomän Adviser Adviser to SCA Fine Paper Korsnäs and Kinnevik December, 2006 May, 2006 February, 2002 November, 2001 October, 1999 December, 2006 May, 2006 February, 2002 November, 2001 October, 1999
Merger of Acquisition of Merger of Acquisition of Public offer for Initial public offering of Acquisition of Lawson Software (US) Acquisition of Public offer for Initial public offering of Nera SatCom (NO) by Lawson Software (US) Orange (DK) Sonera (FI) Telia (SE) Nera SatCom (NO) by and Intentia International (SE) Orange (DK) Sonera (FI) Telia (SE) Thrane & Thrane (DK) and Intentia International (SE) by TeliaSonera (SE) by Telia (SE) TMT Thrane & Thrane (DK) by TeliaSonera (SE) by Telia (SE) from Nera (NO) USD 480 million from Nera (NO) USD 480 million USD 90 million USD 90 million EUR 606 million EUR 10.3 billion SEK 76.6 billion Adviser to EUR 606 million EUR 10.3 billion SEK 76.6 billion Adviser to Adviser to Thrane & Thrane Lawson Software Adviser to TeliaSonera Adviser to Telia Joint Nordic lead manager Adviser to Thrane & Thrane Lawson Software Adviser to TeliaSonera Adviser to Telia Joint Nordic lead manager September, 2006 April, 2006 October, 2004 December, 2002 June, 2000 September, 2006 April, 2006 October, 2004 December, 2002 June, 2000
Acquisition of Public offer for Initial public offering of Divestment of Acquisition of Acquisition of Public offer for Initial public offering of Divestment of Acquisition of Bergesen Worldwide DSV's division Bergesen d.y. (NO) APLAPL (CY) (CY) by by KoninklijkeKoninklijke Frans Frans Maas Maas Bergesen Worldwide DSV's division Bergesen d.y. (NO) BW Offshore (BM) (NL) by DSV (DK) Gas (NO) DSV Miljø (DK) by World Nordic (HK) Transportation BW Offshore (BM) (NL) by DSV (DK) Gas (NO) DSV Miljø (DK) by World Nordic (HK) to Triton Managers (UK) to Triton Managers (UK) NOK 3.6 billion DKK 3.2 billion NOK 4.7 billion DKK 1.15 billion NOK 10.3 billion NOK 3.6 billion DKK 3.2 billion NOK 4.7 billion DKK 1.15 billion NOK 10.3 billion Adviser to BW Offshore Joint adviser to DSV Joint global co-ordinator Adviser to DSV Adviser to World Nordic Adviser to BW Offshore Joint adviser to DSV Joint global co-ordinator Adviser to DSV Adviser to World Nordic March, 2006 October, 2005 February, 2004 August, 2003 August,August, 2007 2007 March, 2006 October, 2005 February, 2004 August, 2003
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