Agile Equity Corporate Presentation


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Agile Equity Corporate Overview

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Agile Equity Corporate Presentation

  1. 1. Corporate Overview March 2010
  2. 2. Agile Equity Introduction <ul><li>Leading M&A advisory firm founded in 1996 with headquarters in New York City </li></ul><ul><li>Serves public and private companies on M&A advisory transactions </li></ul><ul><li>Extensive domestic and international cross-border transaction experience including Canada, India, Israel and South Korea. </li></ul><ul><li>Deep sector expertise: </li></ul>
  3. 3. Agile Equity Introduction <ul><li>Advisory Team Bios </li></ul><ul><li>Ben Boissevain, Managing Partner </li></ul><ul><ul><li>21 years of corporate finance experience </li></ul></ul><ul><ul><li>Barclays Bank, Assistant Director, New York </li></ul></ul><ul><ul><li>Erste Bank, Senior Manager, Vienna, Austria </li></ul></ul><ul><ul><li>White & Case, Associate, New York </li></ul></ul><ul><ul><li>MIT Enterprise Forum, Board Member & Chair for Programming </li></ul></ul><ul><ul><li>NYU: JD; UC Berkeley: BS Economics, BA English </li></ul></ul><ul><li>Dave Cummings, Managing Partner </li></ul><ul><ul><li>18 years of corporate finance and M&A experience </li></ul></ul><ul><ul><li>Fleet Financial Group, Vice President & Officer, Boston </li></ul></ul><ul><ul><li>State Street Research, Equity Analyst-Software, Boston </li></ul></ul><ul><ul><li>Young Executive Society of New York, founder; member of New York Software Association, Association for Corporate Growth, and New York New Media Association </li></ul></ul><ul><ul><li>NYU Stern School of Business: Graduate program; Boston College: BS Management </li></ul></ul><ul><li>Harry Chevan, Senior Advisor </li></ul><ul><ul><li>18 years of corporate finance, marketing and M&A experience </li></ul></ul><ul><ul><li>Gruppo, Levey & Co., Managing Director </li></ul></ul><ul><ul><li>Multichannel Merchant, Editor; Director of Business Development, Cowles Business Media </li></ul></ul><ul><ul><li>MS Journalism, Columbia University; BS Mechanical Engineering, University of Massachusetts </li></ul></ul><ul><ul><li>Association for Corporate Growth; Member of Reverse Logistics Association </li></ul></ul><ul><li>Ken Nelson, Senior Advisor </li></ul><ul><ul><li>Co-Founder of Meridian Health’s Consumer Technology Innovation Center </li></ul></ul><ul><ul><li>Pioneer of carrier, enterprise and consumer mobile applications company </li></ul></ul><ul><ul><li>Early internet entry for top tier financial firm </li></ul></ul><ul><ul><li>B.S. in Economics from the University of Wisconsin, Madison </li></ul></ul>
  4. 4. Agile Equity Introduction <ul><li>Advisory Team Bios (continued) </li></ul><ul><ul><li>David Shrier, Senior Advisor </li></ul></ul><ul><ul><li>Developed $7.5 billion of middle market growth initiatives for Global 1000 companies (Disney, Dun & Bradstreet, WoltersKluwer, Starwood) </li></ul></ul><ul><ul><li>Been acting COO or CEO of eight privately-funded consumer businesses </li></ul></ul><ul><ul><li>Adjunct faculty of NYU’s Stern School of Business MBA program </li></ul></ul><ul><li>Adam Brothers, Senior Vice President </li></ul><ul><ul><li>UBS Capital Americas, Technology Group, Associate </li></ul></ul><ul><ul><li>Verso Technologies/MessageClick, Vice President-Product Development </li></ul></ul><ul><ul><li>Viacom, Technical Services Manager </li></ul></ul><ul><ul><li>NYU Stern School of Business: MBA; Columbia University: BA History </li></ul></ul><ul><li>Mike Goettemoeller, Senior Associate </li></ul><ul><ul><li>Wireless LAN Semiconductor Manager at Texas Instruments; 10 years of operational experience in telecommunications, automotive and semiconductor industries. </li></ul></ul><ul><ul><li>NYU Stern: MBA; University of Washington: MS in Electrical Engineering; The Ohio State University: B.S. Electrical Engineering </li></ul></ul><ul><li>Jared Goldstein, Associate </li></ul><ul><ul><li>JPMorgan Chase & Co., Private Bank, Associate </li></ul></ul><ul><ul><li>Thomson Reuters Markets, International Earnings Group, Media & Telecommunications </li></ul></ul><ul><ul><li>Industry Analyst </li></ul></ul><ul><ul><li>NYU Stern School of Business: MBA; Emory University: B.A. Political Science </li></ul></ul><ul><li>Paul Katsnelson, Analyst </li></ul><ul><ul><li>Cedarview Capital Management, Hedge Fund Credit Operations </li></ul></ul><ul><ul><li>Citigroup, Smith Barney Private Wealth Management Group, Intern </li></ul></ul><ul><ul><li>New York University: B.S. </li></ul></ul>
  5. 5. Agile Equity Introduction <ul><li>The Boutique Approach </li></ul><ul><li>Agile Equity has specialized M&A experience working with a broad spectrum of companies from Fortune 500 corporations to family-owned businesses </li></ul>
  6. 6. Agile Equity Introduction <ul><li>Merger and Acquisition Advisory Services </li></ul><ul><ul><li>Sell-side </li></ul></ul><ul><ul><li>Buy-side </li></ul></ul><ul><li>Special Situations </li></ul><ul><ul><li>Restructuring </li></ul></ul><ul><ul><li>Refinancing </li></ul></ul><ul><ul><li>Bankruptcy-related sales or purchases of assets </li></ul></ul><ul><li>Advisory Services </li></ul><ul><ul><li>Fairness opinions </li></ul></ul><ul><ul><li>Assessment of Strategic Alternatives </li></ul></ul><ul><ul><li>Valuation analyses </li></ul></ul><ul><ul><ul><li>Businesses </li></ul></ul></ul><ul><ul><ul><li>Securities and options </li></ul></ul></ul><ul><ul><ul><li>Intangible assets </li></ul></ul></ul><ul><li>See website at for more detail </li></ul><ul><li>Broad Range of Services </li></ul>
  7. 7. Agile Equity Introduction <ul><li>Satisfied Clients = Referrals </li></ul><ul><li>Agile Equity acted as exclusive advisor to Japan-based Jastec in their acquisition of LTU Technologies. </li></ul><ul><li>Agile and Jastec have maintained a relationship with Agile providing assistance as needed and Jastec providing updates on their post-integration successes. </li></ul>“ At Agile Equity, experienced senior bankers worked with us very closely on a day-to-day basis. They quickly understood our globalization strategy and worked with high commitment as if they were a part of our senior management team. Also, we were impressed by Agile’s ability to represent us and negotiate with all the potential acquisition targets.” Noboru Nakatani, CEO Jastec International (TYO:9717)
  8. 8. Agile Equity Introduction <ul><li>Agile bankers have extensive M&A experience </li></ul>Pending (Not Disclosed) Advisor to a Rocky Mountain IT Managed Services Provider in their sale. IT Managed Services Sell Side Pending (Not Disclosed) Acting as exclusive advisor to a $2.6bn multi-national company in their expansion plans into the North American call center BPO sector. BPO Services Buy Side FirstSource Advised PPR Group (EPA:PP) on Spin-off of MobilePlanet, an on-line retailer of wireless technology products, to UK based eXpansys. Wireless Retail Sell Side Represented Firstsource Solutions in this India to US M&A engagement. Firstsource Solutions acquired MedAssist Holding, Inc., a leading provider of revenue cycle management in the US healthcare industry for $330M. IT Services Buy Side Advised Vocel, a pioneering mobile marketing service in an investment by Motorola, Inc. (NYSE:MOT) through Motorola Ventures, its strategic venture capital arm. Wireless Sell Side Vocel Advised India based ICICI OneSource in their acquisition of MedPlans Partners of Kansas for $42M. The acquisition ICICI deepen its position in the healthcare vertical with enhanced capabilities in complex claims adjudication and billing. Healthcare BPO Buy Side
  9. 9. Agile Equity Introduction <ul><li>Agile bankers have extensive M&A experience </li></ul>Advised Vocel, a pioneering wireless push technology company in an investment by Motorola, Inc. (NYSE:MOT) through Motorola Ventures, its strategic venture capital arm. Wireless Sell Side edocs Advisor to VEDO in the acquisition of Decision Management Company, Inc., DBA Questys Solutions, a privately held document/content management and automated data capture software developer. IT Services Buy Side Exclusive advisor to the leading Hispanic children’s cable television channel on its sale to Olympusat. Hispanic Media Sell Side Advised Japan based Jastec International, Ltd which acquired Network Security imaging and virtual search software company LTU Technologies, Inc of Paris, France and Washington D.C. IT BPO Services Buy Side Advised this Israeli software developer on its sale to Microsoft. Software Sell Side Advised Reiman Publications on the sale of its operating assets to Reader’s Digest, Inc. Media Sell Side
  10. 10. Agile Equity Introduction <ul><li>Global Banking Footprint </li></ul>Australia United States Austria France India Israel Italy Japan Norway Korea Canada England
  11. 11. Agile Equity Introduction <ul><li>Deep Network of Industry Relationships </li></ul>
  12. 12. Contact Information Agile Equity, LLC 381 Park Avenue South; Suite 823 New York, NY 10016 V: 212.475.1100 F: 212.475.1101 Ben Boissevain Managing Partner Dave Cummings Managing Partner