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Private Equity



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