Investment Banking Firm

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CFA is one the largest Investment Banking firms to the Middle Market

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Investment Banking Firm

  1. 1. Leveraging Experience and Reach Connecting YOU with the Right Buyer
  2. 2. MERGERS, ACQUISITIONS AND CAPITAL RESOURCES INTRODUCTION We believe that CFA’s extensive experience in There are six primary reasons why CFA is the negotiating transactions, involving thousands of right firm for the task completed deals in our 50 year history, will fully support your goal of receiving multiple offers and successfully Serving Middle-Market Companies for completing a transaction. 50+ Years Over 40 Offices Located Across North America and Europe An Independent and Unbiased Investment Banking Firm Extensive Relationships with Potential Buyers Project managed by designated CFA Principal from start to finish. Affiliation with CFS, a FINRA registered Broker Dealer. 1
  3. 3. MERGERS, ACQUISITIONS AND CAPITAL RESOURCES GEOGRAPHIC REACH Over 40 offices in North America and Europe. 2
  4. 4. MERGERS, ACQUISITIONS AND CAPITAL RESOURCES Peter Heydenrych CFA Principal Peter Heydenrych is Chairman and CEO of Corporate Finance Associates. He joined Corporate Finance Associates in 1991, and was a member of the management team which completed a buyout of the firm in 1996. With more than 20 years experience in corporate finance and investment banking, including international banking and M&A, he draws on a depth of experience and brings important insights to bear on the issues faced by clients. Building on corporate affiliations and M&A experience, Peter Heydenrych directs client projects, managing the Peter has served the needs of middle-market project staff and interfacing directly with clients to companies in the technology, business services, facilitate the execution and successful completion of their transport/logistics, construction, telecommunications, projects. manufacturing and health industries. Peter handles all of the communications once candidates Peter is a Chartered Accountant of South Africa and are fully engaged and qualified, and personally holds a Masters Degree in Business Administration represents the client’s interests in the negotiations and from the University of Cape Town, South Africa. development of the letters of interest and/or intent. He also communicates directly with the legal, tax and other Peter holds FINRA Series 7, 24, 28 and 63 licenses advisors on the project. 3
  5. 5. MERGERS, ACQUISITIONS AND CAPITAL RESOURCES John Klearman CFA Principal John Klearman’s early experiences in M&A were as the lead advisor in the acquisition of Frontier Savings and Loan in Las Vegas. This $150M Asset company was acquired and integrated into BofA seamlessly. After helping manage the divestiture of a Bank of America subsidiary he joined U.S. Bancorp, the acquirer of that same business. After leaving the financial services industry in 1994 Mr. John’s experiences span: Company due diligence, Klearman formed Enable Incorporated, a software acquisition, integration, divestiture, and extensive development firm. Using an arbitrage strategy, Mr. negotiation; Business plan creation and execution; Klearman's business was soon generating millions in Technology program and project management; revenue, and while many technology firms of the time Software development lifecycle management, marketing, and sales; Operations management; were struggling Enable was profitable and its EBITDA to Financial analysis and management. Revenue exceeded 50%. In 1998 his firm was solicited to be acquired by an NYSE traded public company, John is currently focused on the IT, Environmental Cotelligent, and was subsequently sold in an all cash Engineering,and Healthcare/Clinics. transaction. John simultaneously earned two Bachelor of Science Leveraging another arbitrage strategy, in 2000 he Degrees in Busines Finance and Computer Science acquired and then built the largest retail professional from the University of Missouri, Columbia. photography store in San Diego County. 4
  6. 6. MERGERS, ACQUISITIONS AND CAPITAL RESOURCES David DuWaldt CFA Principal David DuWaldt brings more than 25 years of experience in corporate finance and M&A advisory services for middle market companies. He developed his expertise within a public accounting firm environment and has represented clients in a variety of business matters including tax planning, compliance, sourcing of capital, structuring business transactions, and business valuation. Since 1981, David has been either a partner or principal David holds a Bachelor of Science in Business of a public accounting firm. He has represented Administration degree, with an emphasis in financial numerous parties in M&A transactions that are management. In 1986, he received his M.B.A. degree associated with a variety of business activities including from Golden Gate University, with an emphasis in manufacturing, wholesale distribution, real estate, taxation. construction, and business services. David has been a Certified Public Accountant (CPA) David wrote a commercial software application for since 1980 and a Certified Valuation Analyst (CVA) estimating the intrinsic value of publicly traded since 1998. companies. The software application is currently David holds FINRA Series 7 and 63 licenses licensed with The Motley Fool, a commercial website for investing and personal finance. 5
  7. 7. MERGERS, ACQUISITIONS AND CAPITAL RESOURCES Helena Heydenrych Director of Acquisitions Helena Heydenrych is the Director of Acquisition for CFA’s Southern California Region. She maintains regular contact with her CFA counterparts in other regions and with institutional and corporate strategic buyers who are active in the marketplace. Helena also reviews news and PR releases for items of potential interest to them. Helena works with the Director of Research to identify qualified buyers and financial partners for clients seeking exit strategies and/or re- capitalization. She oversees outreach She earned her Bachelor of Science Degree from the University of Cape Town, South Africa where she projects designed to identify strategic buyer majored in both Mathematical Statistics and candidates, and qualify them for participation Mathematics. in specific opportunities. Helena holds FINRA Series 7, 24 and 63 licenses. Helena’s projects typically involve middle market business owners, Private Equity Groups and acquisitive operating companies. 6
  8. 8. MERGERS, ACQUISITIONS AND CAPITAL RESOURCES Susan Baird Director of Research & Documentation Susan Baird’s critical thinking, strategic analysis and written communication skills support her ability to execute targeted industry sector research projects for clients in order to identify strategic buyers, sellers and partners for that sector and to prepare the marketing documentation needed to introduce the designated opportunity to them. She supports divestiture, re- capitalization and acquisition projects, including industry consolidations and roll-up strategies. Susan is a graduate of the University of California at Susan’s areas of legal practice have included San Diego (B.A., English Literature, cum laude, 1998). transactional commercial real estate law, California state She earned a J.D. degree from UCLA Law School, and federal environmental law, land use law, water use where her coursework included Environmental law and corporate law (with a focus on corporate Business Transactions, Business Associations, and structure and formation). Advanced Real Estate Law. Susan has published articles concerning 1031 tax- Susan has practiced law in Portland, Oregon at the law deferred exchanges utilizing the tenancy in common and firms of Lane Powell, PC and Ball Janik LLP, and in the benefits and pitfalls of construction guarantees. She San Diego, California at the law firm of Allen Matkins has also presented seminars on easements and Leck Gamble and Mallory LLP. commercial leasing 7
  9. 9. MERGERS, ACQUISITIONS AND CAPITAL RESOURCES SELECTED TRANSACTIONS 8
  10. 10. MERGERS, ACQUISITIONS AND CAPITAL RESOURCES SELECTED TRANSACTIONS Notable national and international merger and acquisition transactions 9
  11. 11. MERGERS, ACQUISITIONS AND CAPITAL RESOURCES PROCESS 10
  12. 12. MERGERS, ACQUISITIONS AND CAPITAL RESOURCES SUMMARY CFA will leverage these key strengths to execute a successful transaction: For fifty years, we’ve perfected our processes, grown our Heritage organization and expanded our reach in order to focus on executing deals that maximize value for our clients. We have broadened our client’s market opportunity through Multinational several decades of establishing our name and reputation across the globe. Our commitment to remaining independent from any direct Independent lending resources or investment capital affiliates ensures that we deliver unbiased guidance. Broad industry experience and a knowledge base of potential Access to Buyers buyers are the basis for our commitment to selling companies through the competitive bid process. For every client, Corporate Finance Associates assigns a local Hands-on senior principal to provide guidance and long-term advice from project inception to completion. Most importantly, the CFA team embodies a competitive spirit. It is manifested in our drive to find new opportunities to get the job done. We believe that persistence and tenacity are positive values. They will guide us in our work for you. 11
  13. 13. MERGERS, ACQUISITIONS AND CAPITAL RESOURCES CONTACT For more information: Peter Heydenrych Corporate Finance Associates T/ 949-457-8990 F/ 949-587-9688 E/ peterh@cfaw.com 12

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