Subject: Re: Brazil Infrastructure Opportunity
From: "Michael Muldoon" <[email-masked]>
To: "Eric Schwerin" <[email-masked]>
Cc: "Hunter Biden" <[email-masked]>, "Rob Walker" <[email-masked]>
Date: Wed, 12 Oct 2011 10:01:27 -0400

Agreed. I think the Lacan founder will be a good relationship to have
regardless of this particular proposal.

On Wed, Oct 12, 2011 at 9:56 AM, Eric Schwerin
<[email-masked]> wrote:
> Let's discuss - certainly if we can find someone who will to pay us enough to do this we can figure it out, but I am not sure our current network of potential investors are the right type for something like this.  Would need to know a little more.
>
> Probably worth meeting with the founder of Lacan to discuss more about this.
>
>
>
> Eric D. Schwerin
> Rosemont Seneca Partners, LLC
> 1010 Wisconsin Ave., NW
> Suite 705
> Washington, DC 20007
> (202) 333-1880
> [email-masked]
> P Consider the environment before printing this email.
>
> On Oct 12, 2011, at 9:49 AM, Michael Muldoon wrote:
>
> Thoughts?
>
>
> ---------- Forwarded message ----------
> From:  <[email-masked]>
> Date: Tue, Oct 11, 2011 at 7:15 PM
> Subject: Brazil Infrastructure Opportunity
> To: Michael Muldoon <[email-masked]>
>
>
> 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
> [email-masked]
>
>

-- 
Mike Muldoon
Rosemont Seneca Partners, LLC
1010 Wisconsin Ave., NW
Suite 705
Washington, DC 20007
(202) 333-1880
[email-masked]
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