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Thoughts?


---------- Forwarded message ----------
From: <jnevergole@africa-bd.com>
Date: Tue, Oct 11, 2011 at 7:15 PM
Subject: Brazil Infrastructure Opportunity
To: Michael Muldoon <mmuldoon@rosemontseneca.com>


Mike,

The major construction companies are in need of equity to participate
in infrastructure projects that are happening in Brazil over the next
5 years. In particular one of the major construction firms in Brazil,
smaller than OAS but still one of the major firms, has been talking to
Lacan to see how they could help with this. Following the
conversation with Hunter regarding potentially joining with Rosemont
to have a platform where we could service client needs together I
started thinking this may be a client opportunity in South America we
could work on together.

A typical way deals work is you have a specific project, you put
together project presentations, and you go try to find funders for
that project. In my talks with Gui we have been trying to evaluate if
there is another way we could help the construction company do this in
order to be prepared for the unique situation in Brazil and the many
projects in airport, port, roads, etc that will be occurring over the
coming years. For example could we present the construction firm and
general situation in Brazil in order to find a number of investors
that invest in infrastructure and come up with a guideline on the
types of projects they would be interested in investing (i.e. IRR,
project type, etc). It would be a kind of club deal. For the
investors it would give them access to the major infrastructure
projects that will be occurring in Brazil. For the construction firm
it would enable them to be more confident and aggressive in going
after the top deals because they know they have sources of equity
financing. The construction company would be responsible for finding
the projects that fit the criteria, they would then bring this back to
the group of investors who would make the ultimate decision about
investing.

The way the deal would work for us is that we would be hired by the
client to give them access to the different infrastructure investors
around the world and put this group of investors together for them.
Compensation would probably be some sort of retainer/development fee
and success fee.

What are your thoughts?

Best,

John


--
Mike Muldoon
Rosemont Seneca Partners, LLC
1010 Wisconsin Ave., NW
Suite 705
Washington, DC 20007
(202) 333-1880
mmuldoon@rosemontseneca.com