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Private Equity

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The ins and outs of private equity, how it works, and how to make contact.

The ins and outs of private equity, how it works, and how to make contact.

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Private Equity Private Equity Presentation Transcript

  • Private Equity How It Works & Making Contact Habib Gorgi W. Scott Warren Nautic Partners, LLC Milestone Partners William G. Popeo Corporation Service Company
  • Agenda • Introductions • Overview of Financing Options • Private Equity Basics • Projected & Recently Completed Deals: – Nautic Partners – Milestone Partners • The Private Equity Process • Post Closing – What To Expect • Making Contact
  • Introductions • Corporation Service Company – Bill Popeo • Nautic Partners, LLC – Habib Gorgi • Milestone Partners – Scott Warren
  • Overview of Financing Options • Angel Investing • Venture Capital • Growth Equity • Buyout • Mezzanine Debt
  • Private Equity Basics • Define Private Equity • Investor Goals • Company Goals • Deal Structures • Opportunities for Management • Screening of Private Equity Firms
  • Nautic Partners: Projected & Recently Completed Deals • Target number of deals for 2010 – Typically complete 4 – 6 new platform deals a year – Many of our portfolio companies are actively seeking add-on opportunities • Profile of ideal companies – Niche players with a track record of growth and profitability • Recent successful deals – Healthcare Payments Specialists acquired in March • Transactions that did not close – Business performance and visibility were the greatest challenges to closing transactions in 2008 and 2009
  • Milestone Partners: Projected & Recently Completed Deals • Target number of deals for 2010 – Platforms – 2-4 – Add-ons – 2-4 • Profile of ideal companies – Profitable track record, market leader or leadership potential, recognizable growth opportunities, superior management teams with a clear exit strategy • Recent successful deals – Blaschak Coal Corp., Avure Technologies, Trans-Trade, Mariner Finance, Antares and Storefront.net • Transactions that did not close – Due diligence and performance
  • The Private Equity Process • Deal Sourcing • Initial Screening • Due Diligence – What should potential investment recipients expect? • Final funding decision – How is the decision made? – Time frame
  • Post Closing – What To Expect • Exit strategy • Increased focus on financial reporting • Strong board of directors • Support of professional and capital resources • Commitment to strategic thinking and action • Access to a robust pipeline of potential add-on candidates
  • Making Contact Dave Straub CSC Trust Company (800) 927-9801 x2808 dstraub@cscinfo.com Jim Beakey Dan Ryan Nautic Partners Milestone Partners (401) 278-5678 (610) 526-2713 jbeakey@nautic.com dryan@milestonepartners.com
  • Questions & Answers Q&A To ask a question, please type your inquiry into the Q&A panel www.CSCGlobal.com © Corporation Service Company 2009
  • About CSC • Privately-held, 110+ year old company headquartered in Wilmington, Delaware • CSC operates offices in the US, Canada, Germany, France and the UK and employs over 1,000 people worldwide • CSC is dedicated reducing risks and costs for our clients • CSC offers a unique combination of trustee and administration services, customized for each client, all with the expertise and personalized service that sets us apart from the competition • The portfolio of services provided by CSC Trust includes: – Aircraft Owner Trusts – Delaware Statutory Trusts – Escrow Services – Insurance Trusts – Reinsurance Trusts – Other Trust & Agency Services • Check out CSC on: For more information about CSC Trust Company, please email WebSeminars@CSCInfo.com