CFA Overview

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Who we are. What we do. How we do it.

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CFA Overview

  1. 1. Investment Bankers to the Middle Market Robert P. St. Germain, CBI Managing Director & Principal
  2. 2. COMPANY OVERVIEW General:  Founded in 1956 w/2500+ transactions  Lower middle market focus  Independent of Law/Accounting/Lender/or Financial Planner affiliations  International with offices located throughout U.S., Canada, Europe, Brazil, India & China  Registered Broker-Dealer  Corporate Finance Securities, Inc.  Member FINRA/SIPC
  3. 3. COMPANY OVERVIEW (cont.) Industry Practice Groups: Aerospace/Aviation/Defense Hospitality/Leisure Business Services Industrials Commercial Real Estate Metal Fabrication Energy Plastics/Rubber Engineering/Construction Printing Equipment Tech/Media/Telecom Food/Beverage Trans/Logistics/Supply Healthcare
  4. 4. COMPANY OVERVIEW (cont.) Services:  Mergers  Acquisitions  Divestitures  Recapitalizations  Financing  Sales  Strategic/Exit Planning
  5. 5. COMPANY OVERVIEW (cont.) Focus of Columbus, OH Office:  Sectors – Manufacturing, Distribution, B2B/C Services  Size – $5 to 200 million in annual revenues  Geography – OH and its contiguous states  Clients – Privately held operating companies, private equity groups, management teams, individual investors
  6. 6. ENGAGEMENT VALUE ADD Buy-Side (acquiring at the right price, terms & deal structure):  Develop Acquisition Candidate Specifications  Identify/Contact/Screen/Visit Candidates  Prepare Candidate Reports/Down Select  Coordinate Calls/Tours  Negotiate IOI/LOI/DPA  Manage Due Diligence  Facilitate Close
  7. 7. ENGAGEMENT VALUE ADD (cont.) Sell-Side (selling at the right price, terms & deal structure):  Recast Financials/Estimate Value  Prepare Confidential Profile/Descriptive Report  Identify/Contact/Screen Potential Buyers  Coordinate Calls/Tours/Presentations  Negotiate IOI/LOI/DPA  Manage Due Diligence  Facilitate Close
  8. 8. SAMPLE TRANSACTIONS
  9. 9. CFA IN LEAGUE TABLES
  10. 10. CLIENT BENEFITS FROM CFA Deal Protection Post-Close: Broker-Dealer with Securities Licensed and Registered Advisors Firm Standing: 56+ Years of Deal Making Success within the Strategic, Private Equity & VC Communities Cross-Border Capital Access: Offices Worldwide Expert Support: Senior Advisors; Proprietary Knowledge Bases; Honed Processes Right Price/Deal Structure: Pro-Active Outreach; Negotiating Expertise; Broad Transaction Experience Transaction Focused: No Conflicts of Interest from Lender, Law, Accounting, or Financial Planner Affiliations
  11. 11. BOB ST. GERMAIN BIO Education:  U.S. Military Academy, BS in General Engineering  Harvard University, MBA in General Management Previous Experience:  U.S. Army: 82nd Airborne Division, VII Corps, 11th Special Forces Group (Airborne)  Corporate: Polaroid Corp., Grumman Corp., Northrop Grumman Corp., Holophane Inc., NSI Inc. in Finance, Sales, Marketing, Engineering, and Strategic Planning positions  Investment Banking: Hoganson Venture Group Current Role:  Managing Director & Principal, Corporate Finance Associates  Shareholder, Corporate Finance Securities, Inc.  Registered Representative (Series 24, 99, 7, 79 & 63 Securities Licenses; Registered w/FINRA and State of Ohio)  Certified Business Intermediary (CBI)
  12. 12. CHUCK WASHBUSH BIO Education:  U.S. Army Counter Intelligence School  St. Marys University, MBA in Management  Marquette University, BSBA in Marketing Previous Experience:  U.S. Army: Special Agent Counter Intelligence  Corporate: Samuel Strapping Systems, United McGill Corporation, Sysco Corporation, American Can Company in various Executive Management positions Current Role:  Managing Director & Principal, Corporate Finance Associates  Founder/Partner, Corporate Finance Securities, Inc.  Registered Representative (Series 7 and 79 Securities Licenses; Registered w/FINRA and State of Ohio)  Licensed RE Agent, State of Ohio
  13. 13. We look forward to serving yourinvestment banking needs. Contact Info: Bob St. Germain 614-476-2291 (O) 614-476-2324 (F) 614-325-8486 (C) rstgermain@cfaw.com Chuck Washbush 614-457-9219 (O) 614-457-9211 (F) 614-563-0215 (C) cewashbush@cfaw.com

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