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Overview  BlueLake Partners, LLC
Guiding Principles <ul><li>We are proud of and uncompromisingly careful with our professional reputations, both individual...
The Traditional  Investment Banking Model <ul><li>Transaction driven </li></ul><ul><li>Seniors sell; juniors do </li></ul>...
New Boutique Investment Banking Model <ul><li>Flexible partnering, where appropriate, with other investment banks or techn...
BLP:  Resource Partners <ul><li>Current Resource Partner expertise: </li></ul><ul><ul><li>Storage </li></ul></ul><ul><ul><...
About BlueLake Partners <ul><li>A boutique technology investment bank </li></ul><ul><li>Focused on M&A, Private Placements...
BLP Outlook:  the Current Environment <ul><li>Uncertain economic environment over the next year </li></ul><ul><ul><li>Bump...
Banking Services <ul><li>Sell-side and buy-side M&A advisory services and transactions </li></ul><ul><li>  </li></ul><ul><...
Transaction Experience <ul><li>Collective M&A and capital raising </li></ul><ul><ul><li>Over 100 transactions </li></ul></...
BlueLake’s Team <ul><li>Transaction and Operations experience Technology Industry </li></ul><ul><li>Perspective from both ...
Margaret Johns Founder, Managing Director <ul><li>Managing Director, Needham & Company </li></ul><ul><ul><li>Headed New Bu...
Recent Engagements <ul><li>CLIENT INDUSTRY ASSIGNMENT </li></ul><ul><li>Ibis Technology Corp. Semiconductor equip M&A (Sel...
Other Transactions Buyer Seller Akrion Verteq ATMI Delatech Axcelis Matrix Integrated Systems Calcomp Summagraphics Conner...
Technology Sale Process <ul><li>Strategic Rationale </li></ul><ul><ul><li>Synchronizing vision with emerging market trends...
Relationship Universe  Corporate Managements                                        
Relationship Universe  Financial Buyers
BlueLake Partners, LLC <ul><li>The organization you can trust </li></ul><ul><li>  and  </li></ul><ul><li>The professionals...
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BlueLake Partners Overview

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Transcript of "BlueLake Partners Overview"

  1. 1. Overview BlueLake Partners, LLC
  2. 2. Guiding Principles <ul><li>We are proud of and uncompromisingly careful with our professional reputations, both individually and as a firm. </li></ul><ul><li>We are selective about those with whom we work. </li></ul><ul><li>We will not undertake an engagement unless we firmly believe it is in the best interest of the client and that we can execute it successfully. </li></ul>
  3. 3. The Traditional Investment Banking Model <ul><li>Transaction driven </li></ul><ul><li>Seniors sell; juniors do </li></ul><ul><li>Lack Industry knowledge </li></ul>
  4. 4. New Boutique Investment Banking Model <ul><li>Flexible partnering, where appropriate, with other investment banks or technology experts </li></ul><ul><li>Use nationwide network of technology and market professionals culled over 30 years </li></ul><ul><li>“ Resource Partner” brings expertise and capabilities to the table </li></ul>
  5. 5. BLP: Resource Partners <ul><li>Current Resource Partner expertise: </li></ul><ul><ul><li>Storage </li></ul></ul><ul><ul><li>Web 2.0 and Social Networking </li></ul></ul><ul><ul><li>Software Tools </li></ul></ul><ul><ul><li>Information Technology </li></ul></ul><ul><ul><li>Communications </li></ul></ul><ul><ul><li>Semiconductor Equipment </li></ul></ul>
  6. 6. About BlueLake Partners <ul><li>A boutique technology investment bank </li></ul><ul><li>Focused on M&A, Private Placements, and Advisory Services </li></ul><ul><li>New England-based </li></ul><ul><li>A registered FINRA broker-dealer, SIPC </li></ul>
  7. 7. BLP Outlook: the Current Environment <ul><li>Uncertain economic environment over the next year </li></ul><ul><ul><li>Bumpy, prolonged recovery as Geithner and Congress come to terms with their formula for the economy </li></ul></ul><ul><ul><li>Pessimists expect the slump to continue through year end </li></ul></ul><ul><li>A Sun-IBM deal could dramatically change the technology landscape, upsetting the current ecosys </li></ul><ul><li>The deal could inspire further defensive deals by HP, Oracle and Cisco as they look to protect their market position </li></ul>
  8. 8. Banking Services <ul><li>Sell-side and buy-side M&A advisory services and transactions </li></ul><ul><li> </li></ul><ul><li>Equity Private Placement advisory services and transactions </li></ul><ul><li> </li></ul><ul><li>Focus: Small to mid-size technology companies </li></ul><ul><li>Extensive network providing access and expertise </li></ul>
  9. 9. Transaction Experience <ul><li>Collective M&A and capital raising </li></ul><ul><ul><li>Over 100 transactions </li></ul></ul><ul><ul><li>Over $3 billion </li></ul></ul>
  10. 10. BlueLake’s Team <ul><li>Transaction and Operations experience Technology Industry </li></ul><ul><li>Perspective from both sides of the table </li></ul><ul><li>Well-connected, providing Access for Clients </li></ul><ul><li>Access to both Coasts </li></ul><ul><li>Expanding International network </li></ul>
  11. 11. Margaret Johns Founder, Managing Director <ul><li>Managing Director, Needham & Company </li></ul><ul><ul><li>Headed New Business, Boston Office, Private Placement Group </li></ul></ul><ul><li>Principal, Harrison Capital (venture capital subsidiary of Texaco) </li></ul><ul><li>Member of Technical Staff, Sandia National Laboratories </li></ul><ul><li>Board Member: Women Entrepreneurs in Science and Technology; Friends of Christopher Columbus Park </li></ul><ul><li>Licensed General Securities Representative and Principal </li></ul><ul><li>Harvard Business School - M.B.A. </li></ul><ul><li>Stanford University - M.S. in Applied Mechanics </li></ul><ul><li>Columbia University - B.S. in Material Sciences </li></ul>
  12. 12. Recent Engagements <ul><li>CLIENT INDUSTRY ASSIGNMENT </li></ul><ul><li>Ibis Technology Corp. Semiconductor equip M&A (Seller) </li></ul><ul><li>Confidential Virtual janitorial supplies distributor M&A (Seller) </li></ul><ul><li>IT asset management Software M&A (Seller) </li></ul><ul><li>Beta Squared Lithography Semiconductor equip. M&A (Buyer) </li></ul><ul><li>Brooktrout, Inc. Message handling M&A (Buyer) </li></ul><ul><li>Ciraden, Inc. Business software M&A (Seller) </li></ul><ul><li>ESI Technology Corp. Database consulting M&A (Seller) </li></ul><ul><li>Fairway & Greene, Ltd. Sports apparel M&A (Seller) </li></ul><ul><li>Green Pasture Software, Inc. Content management M&A (Seller) </li></ul><ul><li>Ibis Technology Corporation Semiconductor Equipment M&A (Buyer) </li></ul><ul><li>Paceline Systems Inc. Infiniband solutions M&A (Seller) </li></ul>
  13. 13. Other Transactions Buyer Seller Akrion Verteq ATMI Delatech Axcelis Matrix Integrated Systems Calcomp Summagraphics Conner Peripherals Archive Control Data Corp. VTC FSI Internatinal Applied Chemical Systems Hadco NTI IPL Andataco LPL Investment Group Insilco/Times Fiber Communications Management Gel-Pak Samina Altron U.S. Filter Unit Instruments Vacuum General Tylan
  14. 14. Technology Sale Process <ul><li>Strategic Rationale </li></ul><ul><ul><li>Synchronizing vision with emerging market trends </li></ul></ul><ul><ul><li>Cross selling opportunities </li></ul></ul><ul><ul><li>Market Window </li></ul></ul><ul><ul><li>Development and Market Risk </li></ul></ul><ul><ul><li>Industry consolidation </li></ul></ul><ul><li>Fit/Culture </li></ul><ul><ul><li>Management meetings can make or break a deal </li></ul></ul>
  15. 15. Relationship Universe Corporate Managements                                        
  16. 16. Relationship Universe Financial Buyers
  17. 17. BlueLake Partners, LLC <ul><li>The organization you can trust </li></ul><ul><li> and </li></ul><ul><li>The professionals you can rely upon </li></ul>
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