AVCJ Private Equity Forum Singapore 2024
The Westin, Singapore and Online
24
Apr
Southeast Asia spotlight: Staying the course
Southeast Asia is not immune to the headwinds affecting the industry, but the region can counteract this thanks to a couple of tailwinds. First, a combination strong growth characteristics, attractive demographics, and relative geopolitical stability. Second, an influx of industrial capacity arising from the reorientation of supply chains to manage China risk. GPs share their outlook for the region.
- Country vs regional funds – what is the best way to access Southeast Asia?
- Are managers in the region receiving allocations that previously went to China?
- Has Southeast Asia private equity met expectations in terms of performance?
- What are the prospects for exits over the next 12 months?
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SpeakersLikha Cuevas Head of Southeast Asia MERGERMARKET
Andrew Thompson Asia Pacific, Head of Deal Advisory, Head of Private Equity KPMG
Nicholas Bloy Co-Founder & Managing Partner NAVIS CAPITAL PARTNERS
Benny Lim Partner & Head of Southeast Asia AFFINITY EQUITY PARTNERS
Luyi Zheng Managing Director SHAWKWEI & PARTNERS
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Likha has been the Head of Southeast Asia coverage for Mergermarket since July 2022 after serving as deputy bureau chief for four years. A journalist for almost two decades, she has been with Mergermarket since 2014, starting as the Philippines correspondent, covering public finance, private and public capital markets, energy, infrastructure, natural resources, and antitrust. Prior to Mergermarket, she was the assistant business editor of Interaksyon.com, which was then the online news portal of TV5 in the Philippines, and the assistant business editor of The Manila Times.
She obtained her MA in Media Studies and BS in Development Communication from the University of the Philippines.
Background
Andrew has 23 years of experience with KPMG principally focused on major IPO and corporate M&A transaction deal execution and project management in multiple major locations including London, New York, Sydney and Singapore.
His principal sector experience is on transactions in the Private Equity and Services sectors.
Andrew has acted as Lead Partner for KPMG on more than 350 significant transactions with an aggregate deal value of more than $150 billion. He has led many of the more complex and demanding projects KPMG has been involved with in Asia over the last ten years.
Professional and industry experience
Private Equity: As Head of Private Equity, Andrew has led projects with most leading financial sponsors including KKR, Blackstone, CVC, Carlyle, TPG, Northstar, CHAMP, CHAMP Ventures, L Capital, Catalyst, TA Associates, Goldman Sachs PIA, TH Lee, and Macquarie Bank Principal Investments.
Complex transactions: Andrew has led the project management and due diligence for many landmark public and private transactions including KKR’s acquisition of Goodpack (SGX), the Seven / Westrac Merger, KKRs acquisition of GenesisCare, the CPPIB acquisition of Macquarie Communications Infrastructure Group, Macquarie Media Group IPO, DUET’s IPO, AUSTAR’s refinancing, the global consortium acquisition and listing of Dyno Nobel, the global consortium acquisition of Boart Longyear, the consortium acquisition of the DBNGP, the acquisition by AGL of both Southern Hydro and Powerdirect.
Direct / co-investments: Andrew has assisted SWF, major pension funds and fund of funds on direct or co-investments including CPPIB, Temasek, GIC, Ontario Teachers, CalPERS, CalSTRS and HarbourVest.
Location experience: His major location experience include: London (5 Years), Sydney (13 Years) , New York (2 Years) and Singapore. In addition he has led transaction teams in across South East Asia, China, Japan, India, Canada, Ireland, New Zealand and Hong Kong.
At Navis, Mr Bloy leads investment teams in making, monitoring and exiting investments, sits on Navis’ Investment Committee and sits on the boards and/or executive committees of several Navis portfolio companies.
Prior to co-founding Navis, Mr Bloy worked at Boston Consulting Group in Asia from 1989 to 1999 after spending 3 years with Bain & Co. In London.
He holds a BA Hons degree from University College, London and an MBA from INSEAD, France.
Mr Benny Lim is the Partner and Head of Southeast Asia for Affinity Equity Partners (“Affinity”), overseeing Affinity’s investment activities in Southeast Asia.
Mr Lim has more than 25 years of experience in the financial services industry, of which he has spent more than 12 years in Affinity. He has led late-stage growth and buyout transactions across the consumer, healthcare and financial services sectors in Singapore, Malaysia, Indonesia and Thailand for the firm.
Mr Lim received a Bachelor of Commerce in Accounting from Monash University, Australia and is also a CFA charterholder.
Luyi is a Managing Director at ShawKwei & Partners responsible for expanding investment opportunities, executing transactions, and overseeing corporate governance and investment management.
Luyi's investment career started at ShawKwei & Partners, where she worked on the investment team focusing on advanced manufacturing and industrial services. Luyi has unique insights, strategic acumen, and a proven track record in identifying and nurturing investment opportunities. Prior to re-joining ShawKwei, Luyi worked four years with Grab Holdings Ltd on strategic investment and partnership projects across Southeast Asia. Grab is a Southeast Asia leading consumer SuperApp for ride hailing and deliveries as well as financial services.
Luyi holds an MBA from London Business School, a Master of Science in Commerce from the McIntire School of Commerce at the University of Virginia, a BA in International Finance from Fudan University, and a BS in Economics from the University of Groningen.