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Financial Advisory Services




                              Solutions...Resources...Results
Investment   Valuation &          Dispute Advisory
Banking      Financial Opinions   & Forensic Services
Investment Banking




SRR’s Investment Banking Group specializes in providing mergers and acquisitions (“M&A”) advice,
private capital raising services and other financial advisory services to family owned businesses, portfolio
companies of private equity firms and divisions of large corporate parents. We understand the challenges
involved in middle market transactions and are sensitive to the special considerations involved in these
engagements. SRR provides exceptional advisory services in the following areas:


Mergers & Acquisitions                                       Distressed Transaction Advisory
SRR has extensive experience in advising family-             We assist companies facing serious financial
owned businesses, portfolio companies of private             challenges. We are regularly involved in situations both
equity firms and divisions of large corporate parents with   inside and outside of bankruptcy, including sales
regard to the sale/divestiture of middle market              through plans of reorganization and divestitures
companies. We also advise clients relative to their          pursuant to the Bankruptcy Code. Areas of focus
growth strategies and assist with the evaluation and         include the following:
execution of targeted acquisition transactions.
                                                                   ■■    Evaluation of strategic and
Private Market Financings                                                financial alternatives
                                                                   ■■    Capital sourcing
We assist clients in arranging the financing they                  ■■    Out-of-court restructurings
require to pursue growth opportunities, consummate                 ■■    §363 sales
acquisitions or to address shareholder liquidity                   ■■    Debtor, creditor, equity and special
objectives and recapitalizations. We assist in arranging                 interest representations
financing for the following types of situations:

      ■■   Transaction financing                             Broker-dealer services provided through Stout Risius Ross
      ■■   Shareholder recapitalizations                     Advisors, LLC, member FINRA. All other services provided through
      ■■   Growth financing                                  Stout Risius Ross, Inc.

                                                                                                             www.srr.com
Strategic Advisory

                           We help business owners evaluate growth opportunities, the
                           competitive landscape of their industry, long-term financing strategies,
                           succession considerations and a variety of other matters that may
                           have an impact on the business owner’s ability to maximize
                           long-term value. Our strategic and financial assessments are
                           customized to every situation; however, they typically include a
                           combination of the following:

                                 ■■   Valuation
                                 ■■   Growth strategies
                                 ■■   Competitive landscape evaluation
                                 ■■   Capital structure optimization
                                 ■■   Debt and equity alternatives
                                 ■■   Liquidity alternatives
                                 ■■   Succession planning
                                 ■■   Transaction preparation
                                 ■■   Transaction timing




Our professionals
have executed M&A
and capital raising
assignments representing
over $20 billion
in transaction value.




Investment Banking
Valuation & Financial Opinions




SRR’s Valuation & Financial Opinions Group has been one of the fastest growing valuation services groups
in the country over the last two decades. Our independent advice withstands scrutiny from shareholders,
bondholders, the SEC, IRS, or counterparties to a transaction. We have advised Corporate Boards,
special transaction committees, independent trustees, management and other fiduciaries of both Fortune
500 and middle market public and private companies. We offer a full range of valuation services, including:




    Business                              Intangible                                  Real Estate
    Valuation                             Asset                                       and Machinery
                                          Valuation                                   & Equipment
                                                                                      Appraisal




                                                       Broker-dealer services provided through Stout Risius Ross
                                                       Advisors, LLC, member FINRA. All other services provided through
                                                       Stout Risius Ross, Inc.

                                                                                                       www.srr.com
SRR has been one of
the fastest growing
valuation services groups
in the country over the
last two decades.




Valuation & Financial Opinions
SRR provides valuation services in the following areas:

Transaction Support and Financial Opinions
     ■■   Fairness opinions
     ■■   Solvency and capital adequacy opinions
     ■■   Pre-acquisition and divestiture valuation assessments
     ■■   Joint venture contribution analyses
     ■■   Going-private transactions                               Corporate Development Support Services
     ■■   Bankruptcy proceedings                                          ■■   Target company valuations
     ■■   Merger exchange ratio determinations                            ■■   Industry research
     ■■   Sale-leaseback valuations                                       ■■   Market multiple analyses
     ■■   Tangible asset valuations for collateral financing              ■■   Internal rate of return and cost of capital analyses
     ■■   Related party transactions                                      ■■   Pre-emptive purchase price allocations
                                                                               (SFAS 141R / EPS impact)
Valuations for Financial Reporting                                        ■■   Accretion / dilution models
                                                                          ■■   Synergy assessment
     ■■   Purchase price allocations (SFAS 141R, IFRS 3, IAS 38)
                                                                          ■■   Board materials and related reports
     ■■   Goodwill impairment testing
                                                                          ■■   Tangible asset valuations
          (SFAS 142, IAS 36, IAS 38)
     ■■   Long-lived asset impairment (SFAS 144, IAS 36)
     ■■   Fair Value measurements (SFAS 157)                       ESOP & ERISA Advisory Services
     ■■   Employee stock options and restricted stock
                                                                   Pre-ESOP Planning
          (SFAS 123R, IFRS 2)
                                                                          ■■   Assessment of alternative strategies
     ■■   Fresh start accounting (SOP 90-7)
                                                                          ■■   ESOP feasibility study
     ■■   Fair value of financial investments (SFAS 107, IAS 32)
                                                                          ■■   Preliminary valuation
     ■■   Private equity portfolio valuations

                                                                   ESOP Formation
Valuations for Corporate Tax Planning
                                                                          ■■   Transaction structuring and negotiating
     ■■   Worthless stock elections (IRC 165)                             ■■   Capital raising
     ■■   Bad debt deductions (IRC 166)                                   ■■   Initial valuation
     ■■   Inter-company transfer pricing                                  ■■   Fairness and solvency opinions
          (IRC 482 and IRC 6662)
     ■■   Apportionment of interest expense                        ERISA Compliance
          (IRC 861 and IRC 864)                                           ■■   Annual valuations
     ■■   Deferred compensation (IRC 409A)                                ■■   Follow-on transactions
     ■■   Property tax appeal                                             ■■   ESOP loan restructuring
     ■■   Cost segregation studies (IRC 1245 and IRC 1250)                ■■   Trustee advisory
     ■■   Tangible asset and intellectual property charitable             ■■   Litigation support and expert testimony
          contributions (IRC 170)
     ■■   Net operating loss / Foreign tax credits                 Exit
          (IRC 382 and IRC 384 / IRC 901-907 and IRC 960)                 ■■   Merger and acquisition advisory
     ■■   Transfer of foreign stock (IRC 367)                             ■■   Recapitalizations
     ■■   Divestiture allocations / Legal entity allocations              ■■   ESOP termination
     ■■   Cancellation of debt (IRC 108)                                  ■■   Fairness opinions


                                                                           Broker-dealer services provided through Stout Risius Ross
                                                                           Advisors, LLC, member FINRA. All other services provided through
                                                                           Stout Risius Ross, Inc.

                                                                                                                           www.srr.com
Succession and Shareholder Planning
                                     ■■   Business valuations
                                     ■■   Discount studies (FLP / LLC)
                                     ■■   Expert testimony
                                     ■■   Real estate appraisals
                                     ■■   Fractional interest valuations
                                     ■■   Restricted stock and blockage discount opinions
                                     ■■   Preferred interest valuations
                                     ■■   Carried interest valuations
                                     ■■   Buy-sell agreement consulting
                                     ■■   Phantom stock plans
                                     ■■   C to S conversions
                                     ■■   Stock redemptions / buybacks

                                 Asset Appraisal Services for Financing
                                     ■■   Mortgage underwriting
                                     ■■   Sale-leaseback transactions
                                     ■■   Real Estate Owned (REO) and foreclosure valuations

                                 Other Real Estate and Machinery &
                                 Equipment Valuation and Advisory Services
                                     ■■   Market and/or feasibility studies
                                     ■■   Valuation for insurance placement purposes
                                     ■■   Lifing studies
                                     ■■   Obsolescence studies
                                     ■■   Fixed asset verification studies

Our valuation                        ■■   Cost segregation studies

                                 Expert Valuation Opinions
conclusions
                                     ■■   Shareholder disputes
withstand                            ■■
                                     ■■
                                          Minority shareholder oppression actions
                                          Family law matters
scrutiny.                            ■■
                                     ■■
                                          Bankruptcy proceedings
                                          Intellectual property valuations
                                     ■■   Condemnation, zoning, and land use disputes
                                     ■■   Property tax disputes
                                     ■■   IRS disputes and tax litigation
                                     ■■   Other valuation issues / disputes




Valuation & Financial Opinions
Dispute Advisory
& Forensic Services




Parties to disputes and their counsel require consultants and advisors who can demonstrate a breadth
and depth of experience, specialized industry knowledge, efficient case management skills and responsive
client service. At SRR we understand, embrace and consistently demonstrate these demands to our
clients. We are able to assist our clients from the onset of a matter through formal resolution.


Pre-litigation Consulting                                  Analysis and Assessment

From the gathering of evidence to support or refute a      From economic damage analysis to forensic accounting
claim to the assessment of facts and strategic options,    to valuation services, our experts are adept at evaluating
SRR’s experience, technical competency and creativity      all available evidence to present an assessment of
are assets to our clients as they strive to evaluate       damages based on a solid foundation of financial theory,
options and make decisions regarding an appropriate        economic theory, technical competence and independent
course of action.                                          review of the facts of a matter.

Discovery Assistance                                       Opinions and Consultations

From ensuring the request and receipt of relevant          SRR’s experts are industry specialists with experience
information to ensuring compliance with the requirements   in the court room and alternative dispute resolution
of a subpoena, document request or other inquiry, our      forums. Our professionals are retained to provide
professionals work with clients and their counsel to       expert reports and testimony in a variety of venues.
manage and streamline the discovery process.



                                                           Broker-dealer services provided through Stout Risius Ross
                                                           Advisors, LLC, member FINRA. All other services provided through
                                                           Stout Risius Ross, Inc.

                                                                                                           www.srr.com
SRR offers dispute advisory and forensic services in the
                                       following areas:

                                             ■■   Antitrust disputes
                                             ■■   Bankruptcy & reorganization disputes
                                             ■■   Commercial & business disputes
Our cross-disciplined                        ■■   Construction disputes
                                             ■■   Family law valuation & consulting
approach and                                 ■■   Fraud & forensic services
                                             ■■   Health care disputes
experience enable us                         ■■   Intellectual property litigation & licensing
                                             ■■   Labor & economic disputes
to provide creative                          ■■   Securities actions
                                             ■■   Shareholder disputes
and effective                                ■■   Transaction disputes


solutions.                             Our professionals provide expert analyses in the following areas:

                                       Financial and Economic Damage Analyses

                                       Our professionals possess a strong technical background and
                                       substantial experience in quantifying damages including dimunition
                                       of value, lost profits, reasonable royalty, unjust enrichment,
                                       disgorgement, recission and out-of-pocket expenses. Our distinct
                                       ability to assist counsel in investigating and establishing causal links
                                       between events and damages through a review of industry and other
                                       external forces, statistical analysis and other analytical techniques
                                       sets our team apart.

                                       We have specialized expertise in providing services to a variety of
                                       industry participants including, but not limited to, high-technology
                                       companies and international corporations.

                                       Valuation Analyses

                                       SRR provides comprehensive valuation services, including not only
                                       the various capital components of a business enterprise, but also
                                       the business’ underlying assets, both tangible and intangible.

                                       Forensic Analyses

                                       SRR brings a full complement of technical expertise, industry
                                       competence, real world experience and professional standards of
                                       conduct to every client engagement involving demand for investigative
                                       services and forensic accounting expertise. Our team offers a full
                                       range of services including:

                                             ■■   Internal investigations
                                             ■■   Computer forensics
                                             ■■   Forensic accounting



Dispute Advisory & Forensic Services
Representative
Client List
SRR has served clients across a wide range of industries with locations around the globe. Our
professionals continue to deliver sophisticated solutions for a diverse client base, which includes, but is
not limited to, the following:




Corporate Clients
Actuant Corporation                                    Delphi Corporation
Affinia Group                                          Deltek, Inc.
Alaven Pharmaceutical LLC                              Detroit Entertainment, L.L.C.
Aleris International, Inc.                             Diebold, Incorporated
Alion Science and Technology Corporation               Discount Drug Mart, Inc.
American Axle & Manufacturing, Inc.                    Domino's Pizza LLC
ANSYS, Inc.                                            Dorsey Schools
Arcadia Resources, Inc.                                DTE Energy Company
Arcelor                                                DURA Automotive Systems
Archer Daniels Midland Company                         Empire Home Services, LLC
ArvinMeritor, Inc.                                     Engineering and Software System Solutions, Inc.
Aspen Marketing Services                               Esmark
Autoliv ASP Inc.                                       Federal-Mogul Corporation
Axle Tech International                                Flint Group
Baird & Warner                                         Focus Products Group, LLC
Blackboard Inc.                                        Ford Motor Company
Blue Heron Paper Company                               Forsythe Solutions Group Inc.
BlueCross BlueShield Association                       Fosbel Inc.
Borden, Inc.                                           Freudenberg-NOK
BorgWarner, Inc.                                       Gallo Displays, Inc.
Bruegger's Enterprises, Inc.                           General Motors Corporation
Buehler Food Markets, Incorporated                     Gordon Food Service
Calgon Carbon Corporation                              Great Lakes Gas Transmission Company
Campbell Grinder Company                               Greenheck Fan Corporation
Carhartt, Inc.                                         Guardian Industries Corp.
Celadon Group, Inc.                                    Harbor Industries, Inc.
Chrysler LLC                                           Hayes Lemmerz International, Inc.
Citigroup Inc.                                         Heartland Dental Care, Inc.
CMS Energy Company                                     Heartland Food Corp.
Compuware Corporation                                  Herman Miller, Inc.
CSK Auto, Inc.                                         Hyland Software, Inc.
CVS Caremark Corporation
Dawn Food Products, Inc.
                                                       Broker-dealer services provided through Stout Risius Ross
Dean Foods Company
                                                       Advisors, LLC, member FINRA. All other services provided through
                                                       Stout Risius Ross, Inc.

                                                                                                       www.srr.com
Inalfa Roof Systems                                RadioFirst plc
Intermet Corporation                               Retail Ventures, Inc.
International Hardcoat Inc.                        Richland Gordon & Company
IPC International Corporation                      Rite Aid Corporation
IPEC Holdings Inc.                                 Robert Bosch LLC
John Hancock Financial Services, Inc.              RPM International Inc.
Kaydon Corporation                                 Safe Auto Insurance Company
Kirkwood Industries, Inc.                          Serra Automotive Group
Kmart Corporation                                  Siemens AG
Las Vegas Sun                                      Smiths Aerospace Limited
Lear Corporation                                   Spartan Motors, Inc.
Learning Care Group, Inc.                          Spartan Stores Inc.
Leica Geosystems, Inc.                             Spirit Airlines, Inc.
Linamar Corporation Inc.                           SRA International Inc.
Lumitex, Inc.                                      State Farm Mutual Automobile Insurance Company
Martin Marietta Materials Inc.                     Steelcase Inc.
Masco Corporation                                  Stoneridge, Inc.
McCarthy Holdings, Inc.                            Symbol Technologies
Meridian Automotive Systems, Inc.                  Tele Atlas
Metaldyne                                          The Clorox Company
Midland Cogeneration Venture Limited Partnership   The Detroit Lions, Inc.
MindLeaders.com, Inc.                              The Dow Chemical Company
MotorCity Casino                                   The J.M. Smucker Company
Motorola                                           The Oilgear Company
MPW Industrial Services                            The Taubman Company LLC
MTD Holdings Inc.                                  ThyssenKrupp Budd Company
Neeneh Enterprises Inc.                            TI Automotive
Nestlé S.A.                                        Tippmann Sports LLC
Neustar, Inc.                                      TransDigm Group Incorporated
Newmar Corporation                                 TRW Automotive Inc.
Noble International, Ltd.                          UC Investors, Inc.
Ohio Cat                                           UGL Equis
Palace Sports & Entertainment                      United Rentals, Inc.
Peerless Steel Company                             Valassis Communications, Inc.
Penske System, Inc.                                Valeo Management Services
Penton Media, Inc.                                 Visteon Corporation
Perrigo Co.                                        Walbro Engine Management
Phoenix International Holdings, Inc.               Waxman Industries, Inc.
Pioneer Surgical Technology                        White Castle System, Inc.
Polar Corporation                                  Woodward Communications Incorporated
Pomeroy IT Solutions
Porsche Enterprises Inc.
Preferred Homecare
ProQuest Company
Equity Funds                         Financial Institutions
AGS Capital LLC                      AEGON USA Realty Advisors, Inc.
American Capital Strategies, Ltd.    Archon Group, L.P.
Birch Hill Equity Partners           Bank of America, N.A.
Blue Point Capital Partners          Capmark Finance Inc.
Carlyle Group                        Carillon Advisors, LLC
Charterhouse Group, Inc.             CIBC
Endeavor Capital Management          Citizens Bank
FdG Associates LLC                   Column Financial, Inc.
Frontenac Company                    Comerica Incorporated
Golden Gate Capital                  Credit Suisse Group
Hispania Capital Partners            Deutsche Bank AG
Kirtland Capital Partners            Fifth Third Bank
KPS Capital Partners, LP             General Electric Company
LaSalle Capital, LLC                 Goldman Sachs Mortgage Capital, L.P.
Long Point Capital                   Harris Bank N.A
Madison Capital Partners             Huntington National Bank
Madison Dearborn Partners, LLC       JPMorgan Chase & Co.
Mason Wells, Inc.                    KeyCorp
McCarthy Group, LLC                  Mercantile Bank
MCG Capital Corporation              Metropolitan Life Insurance Company
Merit Capital Partners               Midland National Life Insurance Company
Monomoy Capital                      Northern Trust
Pangea Holdings Limited              Monroe Capital LLC
Platinum Equity, LLC                 Morgan Stanley & Co., Incorporated
Prairie Capital                      National Bank of Canada
Questor Management Company, LLC      New York Life Investment Management LLC
Ritchie Capital Management, L.L.C.   Pacific Life Insurance Company
Stonington Partners, Inc.            Prudential Financial, Inc.
Sun Capital Partners, Inc.           Republic Bancorp, Inc.
Svoboda, Collins L.L.C.              Spirit Finance Corporation
Thayer Capital Partners              TCF Bank
The Halifax Group                    The Bank of New York Mellon
Wind Point Partners                  The PNC Financial Services Group
Wynnchurch Capital                   Tyco International, Ltd.
                                     UBS AG
                                     Wells Fargo Bank
                                     W.P. Carey & Co. LLC




                                     Broker-dealer services provided through Stout Risius Ross
                                     Advisors, LLC, member FINRA. All other services provided through
                                     Stout Risius Ross, Inc.

                                                                                     www.srr.com
Law Firms
Arnstein & Lehr LLP                           McDonald Hopkins LLC
Baker and Hostetler LLP                       Miller, Canfield, Paddock and Stone, P.L.C.
Baker & McKenzie LLP                          Miller, Johnson, Snell & Cummiskey, P.L.C.
Baker Botts L.L.P.                            Morgan, Lewis & Bockius LLP
Barnes & Thornburg LLP                        Morrison & Foerster LLP
Benesch, Friedlander, Coplan & Aronoff LLP    Neal, Gerber & Eisenberg LLP
Bodman LLP                                    Pepper Hamilton LLP
Buchanan Ingersol & Rooney PC                 Pillsbury Winthrop Shaw Pittman LLP
Butzel Long                                   Plunkett & Cooney, P.C.
Calfee, Halter & Griswold LLP                 Porter Wright Morris & Arthur LLP
Chapman and Cutler LLP                        Quarles & Brady LLP
Clark Hill PLC                                Reed Smith LLP
Covington & Burling LLP                       Reminger Co., L.P.A.
Dickinson Wright PLLC                         Roetzel & Andress
Dinsmore & Shohl LLP                          Schiff Hardin LLP
DLA Piper LLP (US)                            Schiller DuCanto and Fleck LLP
Duane Morris LLP                              Schopf & Weiss LLP
Dykema Gossett PLLC                           Sidley Austin LLP
Foley & Lardner LLP                           Sonnenschein Nath & Rosenthal LLP
Freeborn & Peters LLP                         Squire, Sanders & Dempsey L.L.P.
Frost Brown Todd LLC                          Sughrue Mion PLLC
Fulbright & Jaworski L.L.P.                   Taft Stettinius & Hollister LLP
Greenberg Traurig, LLP                        Thompson Hine LLP
Groom Law Group, Chartered                    Ulmer & Berne LLP
Hahn Loeser + Parks LLP                       Ungaretti & Harris LLP
Hinshaw & Culbertson LLP                      Varnum, Riddering, Schmidt & Howlett LLP
Hogan & Hartson LLP                           Vedder Price P.C.
Holland & Knight LLP                          Venable LLP
Honigman Miller Schwartz and Cohn LLP         Vorys, Sater, Seymour and Pease LLP
Jaffe Raitt Heuer & Weiss, P.C.               Warner Norcross & Judd LLP
Jenner & Block LLP                            Williams & Connolly LLP
Jones Day                                     Winston & Strawn LLP
K&L Gates LLP
Katten Muchin Rosenman LLP
Kirkland & Ellis LLP
Kitch Drutchas Wagner Valitutti & Sherbrook
Latham & Watkins LLP
Locke Lord Bissell & Liddell LLP
Mayer Brown LLP
McCarthy Tétrault LLP
McDermott Will & Emery
Recent
Experience
Recent Experience



          Circuit Service, Inc. and its subsidiary
        Changzhou CSI, Ltd. have been acquired by
                                                               Financial Institution


                   T E C H N O L O G I E S




                                                     Transaction Dispute Consulting                   Valuation Services for
                 Sell-side Advisor                        Subprime Mortgages                           Financial Reporting




                                                                                                     Senior revolving facility due 2012,
                                                                                                    Real estate term note due 2012, and
                                                                                                      Equipment term note due 2012
                                                                                                           Financing provided by




                                                                                                           Wells Fargo Business Credit

             Valuation Services for                        Valuation Services for
              Financial Reporting                          Transaction Advisory                          Private Financing




                                                         has purchased an equity interest in



                                                                                                           Industrial Supplier

                                                             as part of a recapitalization.



                                                             Fairness Opinion &
                 Fairness Opinion                             Solvency Opinion                         Shareholder Dispute




                                                              Acme Industries, Inc.
                                                     has undergone a shareholder recapitalization
                                                        with Senior Subordinated Notes from




             Valuation Services for                                                                   Valuation Services for
               Loan Underwriting                      Shareholder Recapitalization                     Financial Reporting



     Broker-dealer services provided through Stout Risius Ross Advisors, LLC,
     member FINRA. All other services provided through Stout Risius Ross, Inc.
                                                                                                                               www.srr.com
■■   Investment Banking                 ■■    Valuation & Financial Opinions               ■■   Dispute Advisory & Forensic Services                                ■■   Investment Banking   ■■     Va
■■   Dispute Advisory & Forensic Services                     ■■    Investment Banking            ■■   Valuation & Financial Opinions                          ■■    Dispute Advisory & Forensic S
■■   Valuation & Financial Opinions                 ■■   Dispute Advisory & Forensic Services             ■■   Investment Banking                         ■■   Valuation & Financial Opinions   ■■    D




                                                                    has been acquired by


               Mortgage Bank




         Internal Investigation                                                                                Valuation Services for
            Mortgage Fraud                                         Fairness Opinion                             Financial Reporting




                                                                       has acquired
                                                                Morgan’s Welding, Inc.                         Global Automotive Supplier
          has completed a redemption




            Fairness Opinion                                       Buy-side Advisor                        Adequate Assurance Analysis




   Spectrum Plastics Molding Resources, Inc., a
    subsidiary of Barnes Group Inc., has been                                                                     QUALITY PRODUCTS FOR INDUSTRIAL ENGINES
                                                                                                                  AND CRITICAL ROTATING MACHINERY WORLDWIDE
 acquired by Midwest Plastic Components, Inc., a
 portfolio company of Spell Capital Partners, LLC

                                                                 Distributor/Marketer
                                                                of Exercise Equipment




            Sell-side Advisor                             Patent Infringement Damages                             Fairness Opinion




                                                                                                                            has acquired




        Valuation Services for                                Valuation Services for                           Valuation Services for
         Financial Reporting                                    Loan Underwriting                               Financial Reporting
aluation & Financial Opinions   ■■   Dispute Advisory & Forensic Services                         ■■     Investment Banking               ■■   Valuation & Financial Opinions                ■■



ervices   ■■   Investment Banking    ■■   Valuation & Financial Opinions                ■■    Dispute Advisory & Forensic Services                    ■■      Investment Banking             ■■



Dispute Advisory & Forensic Services      ■■    Investment Banking              ■■   Valuation & Financial Opinions                ■■    Dispute Advisory & Forensic Services                ■■




                                                                                             Has spun off its wholly-owned subsidiary,                     a portfolio company of
                                                                                               Mastech Holding Corporation, into a
                                                                                                separate publicly traded company.
                                                                                                                                                      CHARTERHOUSE GROUP
                                                                                                                                                       Private Equity Investing Since 1973


                                                                                                                                                            has been acquired in
                                                                                                                                                           a management buyout


                                          Valuation Services for
                                              Tax Reporting                                         Solvency Opinion                                       Sell-side Advisor




                                               has been acquired by

                                                                                                       General Contractor




                                                                                                       Preferential
                                               Sell-side Advisor                                  Distribution Analysis                                  Solvency Opinion




                                                                                                             acquired

                                     Hannibal Industries, Inc. Employee
                                      Stock Ownership Plan and Trust
                                                                                                                                                           General Contractor
                                      has purchased a controlling interest in
                                           Hannibal Industries, Inc.



                                                                                                 Valuation Services for
                                               Fairness Opinion                                   Financial Reporting                                  Cost Overrun Claim




                                          Northern Trust
                                                                                                                                                           has been acquired by

                                                                                                       Regional Hospital

                                                                                                                                                           a portfolio company of
                                                                                                                                                    Catalina Capital Advisors, LLC

                                          Valuation Services for                                     Medicaid Audit
                                            Loan Underwriting                                      Dispute Consulting                                      Sell-side Advisor



                                Broker-dealer services provided through Stout Risius Ross Advisors, LLC,
                                member FINRA. All other services provided through Stout Risius Ross, Inc.
                                                                                                                                                                                                  www.srr.com
■■      Investment Banking                ■■   Valuation & Financial Opinions            ■■   Dispute Advisory & Forensic Services                        ■■   Investment Banking      ■■



■■     Valuation & Financial Opinions                 ■■   Dispute Advisory & Forensic Services         ■■    Investment Banking              ■■      Valuation & Financial Opinions   ■■



■■     Dispute Advisory & Forensic Services                 ■■   Investment Banking      ■■   Valuation & Financial Opinions          ■■    Dispute Advisory & Forensic Services       ■■




                                                                                                                 has completed a subordinated
                                                                                                                       debt restructuring




              Fairness Opinion &                                  Valuation Services for
               Solvency Opinion                                    Financial Reporting                              Fairness Opinion




             Regional Hospital System




                                                                 Valuation Services for                         Valuation Services for
           Wage and Hour Dispute                                  Financial Reporting                            Financial Reporting




                                                                                                             Senior revolving credit commitment and
                                                                                                             senior term loan due 2010 provided by

        Kifco, Inc., a portfolio company of Prairie                                                          Associated Commercial Finance
       Capital, has been acquired by its executive                                                                            and
     management team and Owl Creek Partners, LLC                                                                 Subordinated debt provided by
                                                                                                               Fidus Mezzanine Capital, L.P.


                                                                   Fairness Opinion &
                Sell-side Advisor                                   Solvency Opinion                               Private Financing




                                                                                                                     has been acquired by

                                                                 Global Automotive Supplier




            Valuation Services for
             Financial Reporting                                   Antitrust Analysis                               Fairness Opinion

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SRR Overview

  • 1. Financial Advisory Services Solutions...Resources...Results
  • 2. Investment Valuation & Dispute Advisory Banking Financial Opinions & Forensic Services
  • 3. Investment Banking SRR’s Investment Banking Group specializes in providing mergers and acquisitions (“M&A”) advice, private capital raising services and other financial advisory services to family owned businesses, portfolio companies of private equity firms and divisions of large corporate parents. We understand the challenges involved in middle market transactions and are sensitive to the special considerations involved in these engagements. SRR provides exceptional advisory services in the following areas: Mergers & Acquisitions Distressed Transaction Advisory SRR has extensive experience in advising family- We assist companies facing serious financial owned businesses, portfolio companies of private challenges. We are regularly involved in situations both equity firms and divisions of large corporate parents with inside and outside of bankruptcy, including sales regard to the sale/divestiture of middle market through plans of reorganization and divestitures companies. We also advise clients relative to their pursuant to the Bankruptcy Code. Areas of focus growth strategies and assist with the evaluation and include the following: execution of targeted acquisition transactions. ■■ Evaluation of strategic and Private Market Financings financial alternatives ■■ Capital sourcing We assist clients in arranging the financing they ■■ Out-of-court restructurings require to pursue growth opportunities, consummate ■■ §363 sales acquisitions or to address shareholder liquidity ■■ Debtor, creditor, equity and special objectives and recapitalizations. We assist in arranging interest representations financing for the following types of situations: ■■ Transaction financing Broker-dealer services provided through Stout Risius Ross ■■ Shareholder recapitalizations Advisors, LLC, member FINRA. All other services provided through ■■ Growth financing Stout Risius Ross, Inc. www.srr.com
  • 4. Strategic Advisory We help business owners evaluate growth opportunities, the competitive landscape of their industry, long-term financing strategies, succession considerations and a variety of other matters that may have an impact on the business owner’s ability to maximize long-term value. Our strategic and financial assessments are customized to every situation; however, they typically include a combination of the following: ■■ Valuation ■■ Growth strategies ■■ Competitive landscape evaluation ■■ Capital structure optimization ■■ Debt and equity alternatives ■■ Liquidity alternatives ■■ Succession planning ■■ Transaction preparation ■■ Transaction timing Our professionals have executed M&A and capital raising assignments representing over $20 billion in transaction value. Investment Banking
  • 5. Valuation & Financial Opinions SRR’s Valuation & Financial Opinions Group has been one of the fastest growing valuation services groups in the country over the last two decades. Our independent advice withstands scrutiny from shareholders, bondholders, the SEC, IRS, or counterparties to a transaction. We have advised Corporate Boards, special transaction committees, independent trustees, management and other fiduciaries of both Fortune 500 and middle market public and private companies. We offer a full range of valuation services, including: Business Intangible Real Estate Valuation Asset and Machinery Valuation & Equipment Appraisal Broker-dealer services provided through Stout Risius Ross Advisors, LLC, member FINRA. All other services provided through Stout Risius Ross, Inc. www.srr.com
  • 6. SRR has been one of the fastest growing valuation services groups in the country over the last two decades. Valuation & Financial Opinions
  • 7. SRR provides valuation services in the following areas: Transaction Support and Financial Opinions ■■ Fairness opinions ■■ Solvency and capital adequacy opinions ■■ Pre-acquisition and divestiture valuation assessments ■■ Joint venture contribution analyses ■■ Going-private transactions Corporate Development Support Services ■■ Bankruptcy proceedings ■■ Target company valuations ■■ Merger exchange ratio determinations ■■ Industry research ■■ Sale-leaseback valuations ■■ Market multiple analyses ■■ Tangible asset valuations for collateral financing ■■ Internal rate of return and cost of capital analyses ■■ Related party transactions ■■ Pre-emptive purchase price allocations (SFAS 141R / EPS impact) Valuations for Financial Reporting ■■ Accretion / dilution models ■■ Synergy assessment ■■ Purchase price allocations (SFAS 141R, IFRS 3, IAS 38) ■■ Board materials and related reports ■■ Goodwill impairment testing ■■ Tangible asset valuations (SFAS 142, IAS 36, IAS 38) ■■ Long-lived asset impairment (SFAS 144, IAS 36) ■■ Fair Value measurements (SFAS 157) ESOP & ERISA Advisory Services ■■ Employee stock options and restricted stock Pre-ESOP Planning (SFAS 123R, IFRS 2) ■■ Assessment of alternative strategies ■■ Fresh start accounting (SOP 90-7) ■■ ESOP feasibility study ■■ Fair value of financial investments (SFAS 107, IAS 32) ■■ Preliminary valuation ■■ Private equity portfolio valuations ESOP Formation Valuations for Corporate Tax Planning ■■ Transaction structuring and negotiating ■■ Worthless stock elections (IRC 165) ■■ Capital raising ■■ Bad debt deductions (IRC 166) ■■ Initial valuation ■■ Inter-company transfer pricing ■■ Fairness and solvency opinions (IRC 482 and IRC 6662) ■■ Apportionment of interest expense ERISA Compliance (IRC 861 and IRC 864) ■■ Annual valuations ■■ Deferred compensation (IRC 409A) ■■ Follow-on transactions ■■ Property tax appeal ■■ ESOP loan restructuring ■■ Cost segregation studies (IRC 1245 and IRC 1250) ■■ Trustee advisory ■■ Tangible asset and intellectual property charitable ■■ Litigation support and expert testimony contributions (IRC 170) ■■ Net operating loss / Foreign tax credits Exit (IRC 382 and IRC 384 / IRC 901-907 and IRC 960) ■■ Merger and acquisition advisory ■■ Transfer of foreign stock (IRC 367) ■■ Recapitalizations ■■ Divestiture allocations / Legal entity allocations ■■ ESOP termination ■■ Cancellation of debt (IRC 108) ■■ Fairness opinions Broker-dealer services provided through Stout Risius Ross Advisors, LLC, member FINRA. All other services provided through Stout Risius Ross, Inc. www.srr.com
  • 8. Succession and Shareholder Planning ■■ Business valuations ■■ Discount studies (FLP / LLC) ■■ Expert testimony ■■ Real estate appraisals ■■ Fractional interest valuations ■■ Restricted stock and blockage discount opinions ■■ Preferred interest valuations ■■ Carried interest valuations ■■ Buy-sell agreement consulting ■■ Phantom stock plans ■■ C to S conversions ■■ Stock redemptions / buybacks Asset Appraisal Services for Financing ■■ Mortgage underwriting ■■ Sale-leaseback transactions ■■ Real Estate Owned (REO) and foreclosure valuations Other Real Estate and Machinery & Equipment Valuation and Advisory Services ■■ Market and/or feasibility studies ■■ Valuation for insurance placement purposes ■■ Lifing studies ■■ Obsolescence studies ■■ Fixed asset verification studies Our valuation ■■ Cost segregation studies Expert Valuation Opinions conclusions ■■ Shareholder disputes withstand ■■ ■■ Minority shareholder oppression actions Family law matters scrutiny. ■■ ■■ Bankruptcy proceedings Intellectual property valuations ■■ Condemnation, zoning, and land use disputes ■■ Property tax disputes ■■ IRS disputes and tax litigation ■■ Other valuation issues / disputes Valuation & Financial Opinions
  • 9. Dispute Advisory & Forensic Services Parties to disputes and their counsel require consultants and advisors who can demonstrate a breadth and depth of experience, specialized industry knowledge, efficient case management skills and responsive client service. At SRR we understand, embrace and consistently demonstrate these demands to our clients. We are able to assist our clients from the onset of a matter through formal resolution. Pre-litigation Consulting Analysis and Assessment From the gathering of evidence to support or refute a From economic damage analysis to forensic accounting claim to the assessment of facts and strategic options, to valuation services, our experts are adept at evaluating SRR’s experience, technical competency and creativity all available evidence to present an assessment of are assets to our clients as they strive to evaluate damages based on a solid foundation of financial theory, options and make decisions regarding an appropriate economic theory, technical competence and independent course of action. review of the facts of a matter. Discovery Assistance Opinions and Consultations From ensuring the request and receipt of relevant SRR’s experts are industry specialists with experience information to ensuring compliance with the requirements in the court room and alternative dispute resolution of a subpoena, document request or other inquiry, our forums. Our professionals are retained to provide professionals work with clients and their counsel to expert reports and testimony in a variety of venues. manage and streamline the discovery process. Broker-dealer services provided through Stout Risius Ross Advisors, LLC, member FINRA. All other services provided through Stout Risius Ross, Inc. www.srr.com
  • 10. SRR offers dispute advisory and forensic services in the following areas: ■■ Antitrust disputes ■■ Bankruptcy & reorganization disputes ■■ Commercial & business disputes Our cross-disciplined ■■ Construction disputes ■■ Family law valuation & consulting approach and ■■ Fraud & forensic services ■■ Health care disputes experience enable us ■■ Intellectual property litigation & licensing ■■ Labor & economic disputes to provide creative ■■ Securities actions ■■ Shareholder disputes and effective ■■ Transaction disputes solutions. Our professionals provide expert analyses in the following areas: Financial and Economic Damage Analyses Our professionals possess a strong technical background and substantial experience in quantifying damages including dimunition of value, lost profits, reasonable royalty, unjust enrichment, disgorgement, recission and out-of-pocket expenses. Our distinct ability to assist counsel in investigating and establishing causal links between events and damages through a review of industry and other external forces, statistical analysis and other analytical techniques sets our team apart. We have specialized expertise in providing services to a variety of industry participants including, but not limited to, high-technology companies and international corporations. Valuation Analyses SRR provides comprehensive valuation services, including not only the various capital components of a business enterprise, but also the business’ underlying assets, both tangible and intangible. Forensic Analyses SRR brings a full complement of technical expertise, industry competence, real world experience and professional standards of conduct to every client engagement involving demand for investigative services and forensic accounting expertise. Our team offers a full range of services including: ■■ Internal investigations ■■ Computer forensics ■■ Forensic accounting Dispute Advisory & Forensic Services
  • 12. SRR has served clients across a wide range of industries with locations around the globe. Our professionals continue to deliver sophisticated solutions for a diverse client base, which includes, but is not limited to, the following: Corporate Clients Actuant Corporation Delphi Corporation Affinia Group Deltek, Inc. Alaven Pharmaceutical LLC Detroit Entertainment, L.L.C. Aleris International, Inc. Diebold, Incorporated Alion Science and Technology Corporation Discount Drug Mart, Inc. American Axle & Manufacturing, Inc. Domino's Pizza LLC ANSYS, Inc. Dorsey Schools Arcadia Resources, Inc. DTE Energy Company Arcelor DURA Automotive Systems Archer Daniels Midland Company Empire Home Services, LLC ArvinMeritor, Inc. Engineering and Software System Solutions, Inc. Aspen Marketing Services Esmark Autoliv ASP Inc. Federal-Mogul Corporation Axle Tech International Flint Group Baird & Warner Focus Products Group, LLC Blackboard Inc. Ford Motor Company Blue Heron Paper Company Forsythe Solutions Group Inc. BlueCross BlueShield Association Fosbel Inc. Borden, Inc. Freudenberg-NOK BorgWarner, Inc. Gallo Displays, Inc. Bruegger's Enterprises, Inc. General Motors Corporation Buehler Food Markets, Incorporated Gordon Food Service Calgon Carbon Corporation Great Lakes Gas Transmission Company Campbell Grinder Company Greenheck Fan Corporation Carhartt, Inc. Guardian Industries Corp. Celadon Group, Inc. Harbor Industries, Inc. Chrysler LLC Hayes Lemmerz International, Inc. Citigroup Inc. Heartland Dental Care, Inc. CMS Energy Company Heartland Food Corp. Compuware Corporation Herman Miller, Inc. CSK Auto, Inc. Hyland Software, Inc. CVS Caremark Corporation Dawn Food Products, Inc. Broker-dealer services provided through Stout Risius Ross Dean Foods Company Advisors, LLC, member FINRA. All other services provided through Stout Risius Ross, Inc. www.srr.com
  • 13. Inalfa Roof Systems RadioFirst plc Intermet Corporation Retail Ventures, Inc. International Hardcoat Inc. Richland Gordon & Company IPC International Corporation Rite Aid Corporation IPEC Holdings Inc. Robert Bosch LLC John Hancock Financial Services, Inc. RPM International Inc. Kaydon Corporation Safe Auto Insurance Company Kirkwood Industries, Inc. Serra Automotive Group Kmart Corporation Siemens AG Las Vegas Sun Smiths Aerospace Limited Lear Corporation Spartan Motors, Inc. Learning Care Group, Inc. Spartan Stores Inc. Leica Geosystems, Inc. Spirit Airlines, Inc. Linamar Corporation Inc. SRA International Inc. Lumitex, Inc. State Farm Mutual Automobile Insurance Company Martin Marietta Materials Inc. Steelcase Inc. Masco Corporation Stoneridge, Inc. McCarthy Holdings, Inc. Symbol Technologies Meridian Automotive Systems, Inc. Tele Atlas Metaldyne The Clorox Company Midland Cogeneration Venture Limited Partnership The Detroit Lions, Inc. MindLeaders.com, Inc. The Dow Chemical Company MotorCity Casino The J.M. Smucker Company Motorola The Oilgear Company MPW Industrial Services The Taubman Company LLC MTD Holdings Inc. ThyssenKrupp Budd Company Neeneh Enterprises Inc. TI Automotive Nestlé S.A. Tippmann Sports LLC Neustar, Inc. TransDigm Group Incorporated Newmar Corporation TRW Automotive Inc. Noble International, Ltd. UC Investors, Inc. Ohio Cat UGL Equis Palace Sports & Entertainment United Rentals, Inc. Peerless Steel Company Valassis Communications, Inc. Penske System, Inc. Valeo Management Services Penton Media, Inc. Visteon Corporation Perrigo Co. Walbro Engine Management Phoenix International Holdings, Inc. Waxman Industries, Inc. Pioneer Surgical Technology White Castle System, Inc. Polar Corporation Woodward Communications Incorporated Pomeroy IT Solutions Porsche Enterprises Inc. Preferred Homecare ProQuest Company
  • 14. Equity Funds Financial Institutions AGS Capital LLC AEGON USA Realty Advisors, Inc. American Capital Strategies, Ltd. Archon Group, L.P. Birch Hill Equity Partners Bank of America, N.A. Blue Point Capital Partners Capmark Finance Inc. Carlyle Group Carillon Advisors, LLC Charterhouse Group, Inc. CIBC Endeavor Capital Management Citizens Bank FdG Associates LLC Column Financial, Inc. Frontenac Company Comerica Incorporated Golden Gate Capital Credit Suisse Group Hispania Capital Partners Deutsche Bank AG Kirtland Capital Partners Fifth Third Bank KPS Capital Partners, LP General Electric Company LaSalle Capital, LLC Goldman Sachs Mortgage Capital, L.P. Long Point Capital Harris Bank N.A Madison Capital Partners Huntington National Bank Madison Dearborn Partners, LLC JPMorgan Chase & Co. Mason Wells, Inc. KeyCorp McCarthy Group, LLC Mercantile Bank MCG Capital Corporation Metropolitan Life Insurance Company Merit Capital Partners Midland National Life Insurance Company Monomoy Capital Northern Trust Pangea Holdings Limited Monroe Capital LLC Platinum Equity, LLC Morgan Stanley & Co., Incorporated Prairie Capital National Bank of Canada Questor Management Company, LLC New York Life Investment Management LLC Ritchie Capital Management, L.L.C. Pacific Life Insurance Company Stonington Partners, Inc. Prudential Financial, Inc. Sun Capital Partners, Inc. Republic Bancorp, Inc. Svoboda, Collins L.L.C. Spirit Finance Corporation Thayer Capital Partners TCF Bank The Halifax Group The Bank of New York Mellon Wind Point Partners The PNC Financial Services Group Wynnchurch Capital Tyco International, Ltd. UBS AG Wells Fargo Bank W.P. Carey & Co. LLC Broker-dealer services provided through Stout Risius Ross Advisors, LLC, member FINRA. All other services provided through Stout Risius Ross, Inc. www.srr.com
  • 15. Law Firms Arnstein & Lehr LLP McDonald Hopkins LLC Baker and Hostetler LLP Miller, Canfield, Paddock and Stone, P.L.C. Baker & McKenzie LLP Miller, Johnson, Snell & Cummiskey, P.L.C. Baker Botts L.L.P. Morgan, Lewis & Bockius LLP Barnes & Thornburg LLP Morrison & Foerster LLP Benesch, Friedlander, Coplan & Aronoff LLP Neal, Gerber & Eisenberg LLP Bodman LLP Pepper Hamilton LLP Buchanan Ingersol & Rooney PC Pillsbury Winthrop Shaw Pittman LLP Butzel Long Plunkett & Cooney, P.C. Calfee, Halter & Griswold LLP Porter Wright Morris & Arthur LLP Chapman and Cutler LLP Quarles & Brady LLP Clark Hill PLC Reed Smith LLP Covington & Burling LLP Reminger Co., L.P.A. Dickinson Wright PLLC Roetzel & Andress Dinsmore & Shohl LLP Schiff Hardin LLP DLA Piper LLP (US) Schiller DuCanto and Fleck LLP Duane Morris LLP Schopf & Weiss LLP Dykema Gossett PLLC Sidley Austin LLP Foley & Lardner LLP Sonnenschein Nath & Rosenthal LLP Freeborn & Peters LLP Squire, Sanders & Dempsey L.L.P. Frost Brown Todd LLC Sughrue Mion PLLC Fulbright & Jaworski L.L.P. Taft Stettinius & Hollister LLP Greenberg Traurig, LLP Thompson Hine LLP Groom Law Group, Chartered Ulmer & Berne LLP Hahn Loeser + Parks LLP Ungaretti & Harris LLP Hinshaw & Culbertson LLP Varnum, Riddering, Schmidt & Howlett LLP Hogan & Hartson LLP Vedder Price P.C. Holland & Knight LLP Venable LLP Honigman Miller Schwartz and Cohn LLP Vorys, Sater, Seymour and Pease LLP Jaffe Raitt Heuer & Weiss, P.C. Warner Norcross & Judd LLP Jenner & Block LLP Williams & Connolly LLP Jones Day Winston & Strawn LLP K&L Gates LLP Katten Muchin Rosenman LLP Kirkland & Ellis LLP Kitch Drutchas Wagner Valitutti & Sherbrook Latham & Watkins LLP Locke Lord Bissell & Liddell LLP Mayer Brown LLP McCarthy Tétrault LLP McDermott Will & Emery
  • 17. Recent Experience Circuit Service, Inc. and its subsidiary Changzhou CSI, Ltd. have been acquired by Financial Institution T E C H N O L O G I E S Transaction Dispute Consulting Valuation Services for Sell-side Advisor Subprime Mortgages Financial Reporting Senior revolving facility due 2012, Real estate term note due 2012, and Equipment term note due 2012 Financing provided by Wells Fargo Business Credit Valuation Services for Valuation Services for Financial Reporting Transaction Advisory Private Financing has purchased an equity interest in Industrial Supplier as part of a recapitalization. Fairness Opinion & Fairness Opinion Solvency Opinion Shareholder Dispute Acme Industries, Inc. has undergone a shareholder recapitalization with Senior Subordinated Notes from Valuation Services for Valuation Services for Loan Underwriting Shareholder Recapitalization Financial Reporting Broker-dealer services provided through Stout Risius Ross Advisors, LLC, member FINRA. All other services provided through Stout Risius Ross, Inc. www.srr.com
  • 18. ■■ Investment Banking ■■ Valuation & Financial Opinions ■■ Dispute Advisory & Forensic Services ■■ Investment Banking ■■ Va ■■ Dispute Advisory & Forensic Services ■■ Investment Banking ■■ Valuation & Financial Opinions ■■ Dispute Advisory & Forensic S ■■ Valuation & Financial Opinions ■■ Dispute Advisory & Forensic Services ■■ Investment Banking ■■ Valuation & Financial Opinions ■■ D has been acquired by Mortgage Bank Internal Investigation Valuation Services for Mortgage Fraud Fairness Opinion Financial Reporting has acquired Morgan’s Welding, Inc. Global Automotive Supplier has completed a redemption Fairness Opinion Buy-side Advisor Adequate Assurance Analysis Spectrum Plastics Molding Resources, Inc., a subsidiary of Barnes Group Inc., has been QUALITY PRODUCTS FOR INDUSTRIAL ENGINES AND CRITICAL ROTATING MACHINERY WORLDWIDE acquired by Midwest Plastic Components, Inc., a portfolio company of Spell Capital Partners, LLC Distributor/Marketer of Exercise Equipment Sell-side Advisor Patent Infringement Damages Fairness Opinion has acquired Valuation Services for Valuation Services for Valuation Services for Financial Reporting Loan Underwriting Financial Reporting
  • 19. aluation & Financial Opinions ■■ Dispute Advisory & Forensic Services ■■ Investment Banking ■■ Valuation & Financial Opinions ■■ ervices ■■ Investment Banking ■■ Valuation & Financial Opinions ■■ Dispute Advisory & Forensic Services ■■ Investment Banking ■■ Dispute Advisory & Forensic Services ■■ Investment Banking ■■ Valuation & Financial Opinions ■■ Dispute Advisory & Forensic Services ■■ Has spun off its wholly-owned subsidiary, a portfolio company of Mastech Holding Corporation, into a separate publicly traded company. CHARTERHOUSE GROUP Private Equity Investing Since 1973 has been acquired in a management buyout Valuation Services for Tax Reporting Solvency Opinion Sell-side Advisor has been acquired by General Contractor Preferential Sell-side Advisor Distribution Analysis Solvency Opinion acquired Hannibal Industries, Inc. Employee Stock Ownership Plan and Trust General Contractor has purchased a controlling interest in Hannibal Industries, Inc. Valuation Services for Fairness Opinion Financial Reporting Cost Overrun Claim Northern Trust has been acquired by Regional Hospital a portfolio company of Catalina Capital Advisors, LLC Valuation Services for Medicaid Audit Loan Underwriting Dispute Consulting Sell-side Advisor Broker-dealer services provided through Stout Risius Ross Advisors, LLC, member FINRA. All other services provided through Stout Risius Ross, Inc. www.srr.com
  • 20. ■■ Investment Banking ■■ Valuation & Financial Opinions ■■ Dispute Advisory & Forensic Services ■■ Investment Banking ■■ ■■ Valuation & Financial Opinions ■■ Dispute Advisory & Forensic Services ■■ Investment Banking ■■ Valuation & Financial Opinions ■■ ■■ Dispute Advisory & Forensic Services ■■ Investment Banking ■■ Valuation & Financial Opinions ■■ Dispute Advisory & Forensic Services ■■ has completed a subordinated debt restructuring Fairness Opinion & Valuation Services for Solvency Opinion Financial Reporting Fairness Opinion Regional Hospital System Valuation Services for Valuation Services for Wage and Hour Dispute Financial Reporting Financial Reporting Senior revolving credit commitment and senior term loan due 2010 provided by Kifco, Inc., a portfolio company of Prairie Associated Commercial Finance Capital, has been acquired by its executive and management team and Owl Creek Partners, LLC Subordinated debt provided by Fidus Mezzanine Capital, L.P. Fairness Opinion & Sell-side Advisor Solvency Opinion Private Financing has been acquired by Global Automotive Supplier Valuation Services for Financial Reporting Antitrust Analysis Fairness Opinion