In this workshop, we will cover all the aspects on preparing you and your business for investment or a sell; including valuing, pricing, and selling. We have invited self storage brokers, valuer, regulators, lawyers, operators who have been through the process to walk you through the best way to do so. This workshop will include experience sharing, discussion, training on presentation skills and more.

Agenda

Day 1

15:05pm

• Getting Investment, the way to grow our business and successful case studies

• Offshore (non-competitive) trade buyer (with expertise) vs investor money.

Simon Tyrrell, Redbox Storage

15:35pm

Understanding valuation - what makes their business valuable (including ‘the business’ vs real estate) - a reality check for operators

Alton Wong and Bruce Oong, Cushman & Wakefield

16:15pm

How to work with brokers? Maximising the value of your business for sale or investment.

Rob Stanley-Turner, Box Commercial

16:35pm

3rd Party Players: How lawyers can ease the process.

Johnny Liu, Vincent T.K. Cheung, Yap & Co.

Day 2

15:05pm

• Understanding the priorities of a potential buyer

• What operational metrics do I have to be aware of and ready to present?

• How can I promote my strengths and compensate for my business weaknesses?

• Aside from money for equity, what else should I consider in the deal?

Mike Hagbeck, StorHub Self Storage

15:35pm

• What is an institutional investor (II) and what makes them different from other investors?

• What are the benefits to working with an II (vs an independent investor or being bought by another operator)?

• Is working with an II (post-investment) harder than an trade buyer or smaller investor?

Dr Hubin Song, Crane Capital

16:05pm

How software (reports, ops) can help build your business case

Michael Dogger, Sitelink International

16:20pm

Speak their language: Learn how to present their business to investors

Patrick Eng, Connect Communications

Day 3

15:05pm

Accessing Capital Markets without giving up control

Callum Laing, Unity Group

15:30pm

Presentation in breakout groups

你的迷你倉業務需要融資嗎？還是你正為購併作準備？

是次的工作坊會以實戰形式解說及深入討論如何準備你的融資計劃。

工作坊內容包括

• 解說不同融資選擇:天使基金, 創投基金, 產業投資人

• 找尋潛在投資者和與投資者展開對話

• 了解不同投資者的決定性因素

• 第三方供應商: 經紀人, 律師, 會計師, 核數師

• 企業評估 vs 物業估價？

• 合規 (Compliance) - 監管機構, 審計, 金融罪案合規

• 成功案例分享

小組形式討論

• 你的投資策略及發展藍圖

• 你的可售業務: 客源, 房地產

• 廣東話章節: 香港條例及法則, 營運條件

Details

Date: 22, 23, 26 March 2021 (Mon, Tue, Fri)

Time: 15:00 - 17:00 (HK time, GMT+8)

Venue: ZOOM Conference

Language: English & Cantonese

For any queries, contact Heily Lai (heilylai@selfstorageasia.org).

Don’t forget to SIGN IN to get your tickets at MEMBERS RATE!

Mike Hagbeck

Group Chief Executive Officer

Storhub Self Storage

A pioneer and one of the most experienced operators in the Asia-Pacific self storage industry, with 20+ years of experience and an extensive network of relationships.

Founded and served as CEO at four successful self storage companies across five markets since 2007 including Singapore, Malaysia, Korea, Hong Kong and Thailand.

Founder of Space Next Door, a Singapore based “Airbnb” start-up self storage.

Founding Director of the Self Storage Association of Asia, the region’s largest self storage industry body with 75+ member companies.

Patrick Eng

Executive Consultant

Connect Communications

Patrick's early career was in sales and marketing in Canada. He moved to London in his late-20s where he began working in financial services recruitment. From here, Asia beckoned and he joined a U.S. executive search group as China manager based in Shanghai. He worked with a diverse range of clients across industries including legal, banking and financial services, consumer goods and pharmaceuticals.

He moved into the world of marketing and communications, developing web, digital and executive communications campaigns for Asia Pacific clients. His specialty is in coaching and training presentation and persuasion skills for his clients to articulate their corporate and executive objectives with clarity, impact and relevance.

Connect Communications also provides trainings to The British Chamber of Commerce in Hong Kong’s Business Angel Programme from 2007. Coaching start-ups to prepare for their business plans and pitching presentations.

Michael Dogger

CEO, R6 Digital

CEO, Sitelink International

Michael has been in the Self Storage industry for 11 years.

With a background in Electrical Engineering, Finance and Telecommunications, Michael has brought varied experience to innovate the Self Storage Industry.

He wrote “RapidStor” – the world’s first online integrated move in procedure for storers that uses SiteLink’s API, used by leading Self Storage companies and the AccessEzy iOS app, a world first for Self Storage access control.

Michael is responsible for the development and strategic direction of many Self Storage websites. As CEO of R6 Digital and SiteLink International, he is responsible for the day to day running of the group.

Michael is also the Chief Financial Officer of a US based property investment firm.

Alton Wong, MRICS

Senior Director,

Head of Advisory Services,

Valuation & Advisory Services, Greater China

Co-head of Smart & Green Services Platform

Cushman & Wakefield

Alton is the Senior Director and Head of Advisory Services in the Valuation & Advisory Department, Greater China as well as Co-head of Smart & Green (Sustainability) Services Platform, with over 16 years of experience in valuation and advisory services, particularly for due diligence, auditing, public document and financing purposes in Hong Kong, Mainland China and other Asia Pacific countries.

Leading the Greater China Advisory Services team, Alton provides valuation, feasibility and market study, market positioning, performance assessment, development advisory services etc., which covering different areas (alternative investments) including senior housing, logistics property, data centre and sustainable development.

Bruce Oong

Valuation & Advisory, Greater China

Cushman & Wakefield

Bruce is a Director in Beijing Valuation and Advisory Services team. Bruce has more than 13 years of international working experience covering Canada and China. Prior to joining the Cushman & Wakefield in 2017, he was working for a Big4 accounting firm in Beijing, specialized in business valuation in mergers and acquisitions, intangible asset valuation in financial reporting, and project financial modeling for financing. Bruce has served clients in energy and resources, education, medical devices manufacturing, mining, telecom, public media and IT sectors.

Bruce has led the valuation and financial analysis work in many overseas investment projects, he also helps MNCs in investment project in China and provides valuation advisory services to both Chinese and overseas clients.

Hubin Song

Managing Director | Investments

Crane Capital

Hubin has overall responsibility of the investment portfolio and is involved in the development of the company’s investment strategy. He also leads the investment team in their execution of investments and advises the portfolio company management teams.

Prior to joining Crane Capital, Hubin worked for a global real estate investment firm where he was involved in the execution of $5 billion in real estate investments across various sectors in Japan, US and Greater China.

Robert Stanley-Turner

Director & Principle

Box Commercial

Robert Stanley-Turner is a licensed real estate agent who began his career in retail leasing at Jones Lang Wootton. He has been hooked on self storage facilities since selling his first complex in 1995, and has seen self storage grow from a cottage industry to a highly professional, billion-dollar business. Robert is an REIV-award winner for marketing excellence and in 2002, he established the first commercial agency in Australia to focus on storage facilities. In 2015 he launched his current company, Box Commercial, which is a specialist estate agent to the storage industry. He has marketed and acquired self-storage facilities around the country and is a member of both the Self Storage Association of Australasia and the Self Storage Association Asia.

Johnny Liu

Partner

Vincent T.K. Cheung, Yap & Co.

Simon Tyrrell

Chairman

Redbox Storage

Simon joined E3 Capital Partners, a multi-regional niche investment company in 2009, and is responsible for expanding its business across markets in both Asia and Europe. Previously qualified as a Chartered Surveyor in the UK, Simon moved to Asia in 2001 and has worked in senior positions at both CBRE and New Star Asset Management.

Since 2012, Simon has immersed himself in all aspects of self-storage, including the acquisition and subsequent divestment of Big Orange Self-Storage and thereafter, as the CEO of RedBox Storage, one of the most prominent self-storage companies in Hong Kong. Since 2016, Simon has been at the forefront of leading change in the industry alongside the SSAA to assist in determining new industry standards regarding safety and regulatory measures throughout the region.

Callum Laing

Partner

Unity Group

Callum is a partner in the Private Equity firm Unity-Group. Co-founder and non-exec director of The Marketing Group PLC. He has more than two decades of experience in starting, building, buying, and selling businesses in a range of sectors, including recruitment, sport and lifestyle, information technology, and telecommunications.

Laing is also one of the pioneers behind the ‘Agglomerate’ methodology, which helps small businesses gain access to capital markets and connects investors with small profitable businesses.

Helen Ng

CEO

General Storage Company Pte Ltd, Singapore (Lock+Store Singapore & Malaysia, The Store House Hong Kong)

Coming from a background in property development, Helen became Singapore's first female self-storage hub Chief Executive Officer when she took over the Lock+Store business from real estate developer Mapletree in November 2010. Prior to this, she was part of the Ang Oon Hue Pte Ltd senior management team which developed Greenview Mansion, a new property catering to long-term housing needs in the north of Singapore. She was in charge of Human Resource, Business Development and Marketing. Concurrently, the company took over the management of and turned around Sembawang Shopping Centre which was then sold to CapitalMall Trust in 2003. From 2004 to 2005, she oversaw the expansion of the Food and Beverage arm of Comfort Perth City Hotel in Australia and the construction of an additional carpark block. Today, it is a thriving three-star business hotel.