Behr & Associates Corporate Presentation June 2011 With Examples


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Behr & Associates Corporate Presentation June 2011 With Examples

  1. 1. Behr & Associates Inc. Creating Exceptional Leveraged Opportunities for Promising North American Cleantech, Nanotech and Information Technology Firms June 2011 Company Confidential
  2. 2. Mission Statement <ul><li>The Premier Business Acceleration & Advisory Firm for Early-Mid Stage North American Clean and Information Technology Companies </li></ul>
  3. 3. Vendor Market Assessment <ul><li>The North American Clean and Information Technology Vendor marketplace is generally characterized by: </li></ul><ul><ul><li>Many small (sub $1m – 3.5m revenue) technology and “infrastructure” focused firms </li></ul></ul><ul><ul><li>2-7 years old </li></ul></ul><ul><ul><li>Running hand to mouth off of operating income and perhaps a line from the bank </li></ul></ul><ul><ul><li>Generally 10-15 staff with 90+% engineering </li></ul></ul><ul><ul><li>Virtually no expertise in corporate strategy development/execution, business development and leveraged channel sales activities </li></ul></ul><ul><ul><li>Funded to date through founders, friends and family, small angels, etc. Except for a very few companies in California and Boston/New York, most companies never see external/strategic funding </li></ul></ul><ul><ul><li>Not connected to the outside world beyond their local territory and very insular in operating/financial mindset </li></ul></ul><ul><ul><li>The vast majority of these companies fail to scale beyond $1-$2m revenue and successful equity event because of inadequate capital and no strategic go-to market activities. </li></ul></ul><ul><ul><li>This is Behr & Associates Customer base. </li></ul></ul>
  4. 4. Investor Market Assessment <ul><li>The North American Clean, Information and Nano Technology Investor marketplace is generally characterized by: </li></ul><ul><ul><li>Founders, Angels, and Friends & Family – Up to $500k-$1.5m </li></ul></ul><ul><ul><li>Public Listings – Secondary exchanges (e.g. TSX-V, OTC, AIM) possible especially through RTO, but many get orphaned due to lack of sales traction and scaling revenue. </li></ul></ul><ul><ul><li>Private Venture Capital Funds – Generally will not invest under $2m for min 40% equity position. Generally will not invest in firms with less than $2m revenue. </li></ul></ul><ul><ul><li>Venture Debt Players – Generally will not invest funds into firms with less than $5m revenue and be cash flow positive/neutral. </li></ul></ul><ul><ul><li>Opportunities still exist through Private Capital, Convertible Debentures, and limited gov’t funds </li></ul></ul><ul><ul><li>There is an investment hole after friends/family and/or IPO. Investments range from $500k-$5m for debenture, private equity, and Government programs with operational involvement. This is Behr & Associates market. </li></ul></ul>
  5. 5. Our Unique Approach <ul><ul><li>The People: </li></ul></ul><ul><ul><li>Deep understanding of clean, information, and Nano technologies at both the engineering, market/sales, and investor levels </li></ul></ul><ul><ul><li>Every member of team was a successful technology operator in the past. Many, many war wounds and all with leadership experience </li></ul></ul><ul><ul><li>Deep, positive relationships with the major players in the industry worldwide for licensing/partnership/M&A opportunities </li></ul></ul><ul><ul><li>A widely recognized brand in the North American Technology & Investor marketplace. </li></ul></ul><ul><ul><li>The Strategies: </li></ul></ul><ul><ul><li>Market segment: Focused exclusively on the angel to round-A technology marketplace </li></ul></ul><ul><ul><li>Focus on Strategic Partners and Channels in the United States, Canada, Europe, Asia, and Australia – Leverage Revenue activities immediately outside of local territory with large players who can make a difference quickly. </li></ul></ul><ul><ul><li>Don’t get involved unless we get direct validation from potential strategic partners </li></ul></ul><ul><ul><li>Go To Market: OEM, Strategic Partner Distribution, not direct sales. Very low burn rate model </li></ul></ul><ul><ul><li>Direct operational involvement in Corporate Strategy, Business Development, Sales, Marketing, Patents/Engineering, and Finance </li></ul></ul>
  6. 6. Taking North American Innovation to the World Stage <ul><ul><li>Corporate Positioning: </li></ul></ul><ul><ul><li>Assessment of local technology for foreign markets </li></ul></ul><ul><ul><li>Regional certification and product approvals for international markets </li></ul></ul><ul><ul><li>Regional Competitive Analysis / Strategic Partner Map </li></ul></ul><ul><ul><li>USPTO/PCT Patent Strategy & filing </li></ul></ul><ul><ul><li>Global reach: </li></ul></ul><ul><ul><li>Specialize in taking technology and innovative products from North America (Canada, USA, Mexico) to Europe, Scandinavia, South America, Japan, & Australia. </li></ul></ul><ul><ul><li>Formulating corporate structure to maximize export opportunity </li></ul></ul><ul><ul><li>Establishing distribution channels, go-to-market, and joint venture partners in each relevant region. </li></ul></ul><ul><ul><li>Building global licensing deals and white label / OEM opportunities through multi-national corporations. </li></ul></ul><ul><ul><li>Introduction to foreign investment capital sources for corporate expansion </li></ul></ul>
  7. 7. Delivering Value for Entrepreneurs and Partners <ul><li>For Entrepreneurs: </li></ul><ul><ul><li>One stop shop for promising $500k-$5m revenue information, clean, and Nano technology companies seeking world-class resources in Corporate Strategy, Business Development, Channel/distribution Sales, Marketing, and Patents/Engineering </li></ul></ul><ul><ul><li>One stop shop for relevant relationships in the industry, rapidly accelerating the fortunes of the firm </li></ul></ul><ul><ul><li>One stop shop for potential investment capital in the form of equity and/or debt from $250k-$5m </li></ul></ul><ul><li>For Technology Partners </li></ul><ul><ul><li>Unparalleled access and review of $500k-$5m revenue technology companies. Several hundred IT, Cleantech, and Nanotech companies reviewed per year. </li></ul></ul><ul><ul><li>Deep understanding of both Partner’s and potential client’s technology platforms and strategies makes introductions efficient, relevant, and targeted </li></ul></ul><ul><ul><li>Extremely positive expenses/valuations relative to Silicon Valley / Boston counterparts </li></ul></ul>
  8. 8. Delivering Value for Investors and Capital Partners <ul><li>For Investors/Capital Partners: </li></ul><ul><ul><li>Investments/operations/Go-To-Market geared for “No Round B” money raise requirement </li></ul></ul><ul><ul><li>Investments managed from operations, not board. Corp Strategy, Sales, BD, Marketing, Finance, Patent, Engineering selectively applied to investee firms </li></ul></ul><ul><ul><li>Strategy to is to go from ~$1m revenue => M&A target within 24-36 months based on OEM/leveraged sales model </li></ul></ul><ul><ul><li>Low burn due to strategic focused go to market. Typical investee company size 10-25 employees </li></ul></ul><ul><ul><li>Excellent potential ROI with reduced risk due to world class technology operations personnel </li></ul></ul><ul><ul><li>Short potential investment turnaround time </li></ul></ul>
  9. 9. Customer Review – Value Generation Proof Points <ul><ul><li>Confidential Sampling of Value Generated for Recent Cleantech, IT, and Nanotech Client Firms: </li></ul></ul><ul><ul><li>Cavet Technologies - Cleantech </li></ul></ul><ul><ul><li>eTime Energy - Cleantech, Nanotech </li></ul></ul><ul><ul><li>Regen Energy - Cleantech </li></ul></ul><ul><ul><li>Sempa Power - Cleantech </li></ul></ul><ul><ul><li>IceGen Technologies - Cleantech, Nanotech </li></ul></ul><ul><ul><li>Xogen Technologies - Cleantech </li></ul></ul><ul><ul><li>Pronto Energy - Cleantech </li></ul></ul><ul><ul><li>Pravala Technologies - IT </li></ul></ul><ul><ul><li>Geminare Technology - IT </li></ul></ul><ul><ul><li>Poynt Corporation - IT </li></ul></ul><ul><ul><li>gloPlug Technologies - IT </li></ul></ul><ul><ul><li>Organization Metrics - IT </li></ul></ul><ul><ul><li>Storage Appliance Corporation - IT </li></ul></ul><ul><ul><li>SpatialView Technologies - IT </li></ul></ul>
  10. 10. – Case Study <ul><ul><li>Technology Validation </li></ul></ul><ul><ul><li>Product Specification </li></ul></ul><ul><ul><li>Company Formation </li></ul></ul><ul><ul><li>Formation of Management Team </li></ul></ul><ul><ul><li>Tier 1 OEM Manufacturing </li></ul></ul><ul><ul><li>Global Approvals (UL, CUL, CE, CTICK, EMC, etc) </li></ul></ul><ul><ul><li>Global distribution partners </li></ul></ul><ul><ul><li>Award and Analyst recognition throughout North America </li></ul></ul><ul><ul><li>$6M Equity Raise. </li></ul></ul><ul><ul><li>$1M year one sales </li></ul></ul>
  11. 11. – Case Study <ul><ul><li>Technology validation </li></ul></ul><ul><ul><li>Go to market strategy </li></ul></ul><ul><ul><li>Corporate collateral documentation </li></ul></ul><ul><ul><li>Global Licensing deal with </li></ul></ul><ul><ul><ul><li>Cisco </li></ul></ul></ul><ul><ul><ul><li>Juniper </li></ul></ul></ul><ul><ul><ul><li>Rambus </li></ul></ul></ul><ul><ul><li>Acquisition pending </li></ul></ul><ul><ul><li>etc </li></ul></ul>
  12. 12. – Poynt Corporation <ul><ul><li>Etc </li></ul></ul><ul><ul><li>Etc </li></ul></ul><ul><ul><li>Etc </li></ul></ul><ul><ul><li>Etc </li></ul></ul>
  13. 13. Sample of Current Major Technology, Distribution, & Financial Partner Access
  14. 14. Summary <ul><li>Behr & Associates Delivers: </li></ul><ul><ul><li>Focused strategies and go-to-market focus that has proven results </li></ul></ul><ul><ul><li>The key technology relationships in the Clean, Information, and Nano Technology marketplaces </li></ul></ul><ul><ul><li>World-class personnel to accelerate Strategic partnerships, OEM deals, distribution/reseller networks, major account sales efforts, , and IP development/patents </li></ul></ul><ul><ul><li>Introductions to focused capital as appropriate. </li></ul></ul>Behr & Associates Inc.– T he Premier Business Acceleration & Advisory Firm for Early-Mid Stage Clean, Information and Nano Technology Companies