Valuation and Strategic AdvisoryIn the Media and Communications Sector    535 Fifth Avenue, 4th Fl, New York, NY 10017 Tel...
Contents    •  Overview    •  SRG Approach & Skills    •  Service Offerings and Case Studies    •  Founder’s Bio and Publi...
Traditional Service Providers Disintegrated- Highly Focused, Area-Specific Capabilities          I-Banks                  ...
Summit Ridge Group Fills the Gap•  Summit Ridge Group, LLC fills   the Gap between Investment                             ...
Contents    •  Overview    •  SRG Approach & Skills    •  Service Offerings and Case Studies    •  Founder’s Bio and Publi...
SRG Approach: Combine Skills andExperience From Multiple Areas         Investment Banking                          Researc...
SRG Brings Diverse Perspectivesto a Client’s ProjectWhile Creating Single-Firm Efficiencies That Provide More Cost Effecti...
Contents    •  Overview    •  SRG Approach & Skills    •  Service Offerings and Case Studies    •  Founder’s Bio and Publi...
Service OfferingsValua%on	                    Strategic	  Advisory	        Custom	  Research	            Li%ga%on	  Suppor...
SRG’s Advantages by Service Offering              Valua%on	                               Strategic	  Advisory	           ...
SRG Case Studies              Valua%on	                                  Strategic	  Advisory	                         Cus...
Contents    •  Overview    •  SRG Approach & Skills    •  Service Offerings and Case Studies    •  Founder’s Bio and Publi...
IV. J. Armand Musey, CFA (Founder)  Industry Background  §  Unique blend of 16 years of equity research, investment banki...
Selected Publications  Major	  Law	                        •  	  Broadcas%ng	  Licenses:	  Ownership	  Rights	  and	  the	...
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Summit Ridge Group, LLC: Communications Industry Valuation and Strategic Advisory - Full Brochure

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Overview of Summit Ridge Group, LLC -- Provides valuation, strategic advisory, custom research and litigation support for the satellite, media and telecom industries.

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Summit Ridge Group, LLC: Communications Industry Valuation and Strategic Advisory - Full Brochure

  1. 1. Valuation and Strategic AdvisoryIn the Media and Communications Sector 535 Fifth Avenue, 4th Fl, New York, NY 10017 Tel: +1.646.843.9850
  2. 2. Contents •  Overview •  SRG Approach & Skills •  Service Offerings and Case Studies •  Founder’s Bio and Publications www.SummitRidgeGroup.com Page 2
  3. 3. Traditional Service Providers Disintegrated- Highly Focused, Area-Specific Capabilities I-Banks Research Firms •  Finance and •  Finance & Strategy Transactions •  Research •  M&A, Financing •  Project Based •  Contingency Fees Billing GAP Consultants Law Firms •  Strategy or •  Regulatory Specific Function •  Law •  Consulting •  Hourly Billing •  Hourly/Project Billing www.SummitRidgeGroup.com Page 3
  4. 4. Summit Ridge Group Fills the Gap•  Summit Ridge Group, LLC fills the Gap between Investment Investment banking, Research, Regulatory Banking Research and Consulting firms•  Valuation or transaction SRG Has Cross-Disciplinary Skills assignments requiring substantial industry expertise (i.e. spectrum valuation) Consulting Legal•  Single-firm efficiencies lower client costs www.SummitRidgeGroup.com Page 4
  5. 5. Contents •  Overview •  SRG Approach & Skills •  Service Offerings and Case Studies •  Founder’s Bio and Publications www.SummitRidgeGroup.com Page 5
  6. 6. SRG Approach: Combine Skills andExperience From Multiple Areas Investment Banking Research •  Former president of •  Deep communication boutique I-bank industry experience •  Experience in large and •  Former top-ranked Wall boutique firms Street research analyst •  Significant transaction •  CFA charterholder experience of wide variety of deals SRG Consulting Legal/Regulatory •  Experience leading large •  Admitted to NY Bar consulting projects •  Published in major law •  Deep communications journals industry experience •  Corp. governance and •  Broad functional financial industry & experience spectrum license rights expertise •  Experienced expert witness www.SummitRidgeGroup.com Page 6
  7. 7. SRG Brings Diverse Perspectivesto a Client’s ProjectWhile Creating Single-Firm Efficiencies That Provide More Cost EffectiveSolutions for Clients Deep Industry Transaction Expertise Client Project Legal/ Financial Regulatory Strategic www.SummitRidgeGroup.com Page 7
  8. 8. Contents •  Overview •  SRG Approach & Skills •  Service Offerings and Case Studies •  Founder’s Bio and Publications www.SummitRidgeGroup.com Page 8
  9. 9. Service OfferingsValua%on   Strategic  Advisory   Custom  Research   Li%ga%on  Support  •  Transac%onal   •  Financial   •  In-­‐depth  projects   •  Exper%se  includes:   • Bankruptcy   • Due  diligence   • Financial  analysis   • Broadband/ • Fairness  opinions   • M&A  advisory   • Market  analysis   Spectrum   • M&A   •  Strategic   • Strategic  analysis   • Research  prac%ces  •  Repor%ng   Development   •  Short-­‐term  phone   • Satellite   consulta%ons   communica%ons     • Asset  impairment   •  Regulatory   • Securi%es  Industry/ • Por=olio  valua%on   • Responding  to   Research  prac%ces   • Tax   agency  publica%ons   • Valua%on   • Spectrum  auc%on/ license  acquisi%on   support   www.SummitRidgeGroup.com Page 9
  10. 10. SRG’s Advantages by Service Offering Valua%on   Strategic  Advisory   Custom  Research   Li%ga%on  Support  Background:   Financial:   Background:   Experience:  §   Significant  communica%on   §   Deep  industry  background   •   Former  top-­‐ranked   §   Selected  by  several  Am  industry  exper%se  for   combined  with  finance  and   research  analyst  with   Law  25  firms  to  provide  complex  valua%ons   legal  background  allows   extensive  industry   li%ga%on  support    §   Allows  rapid  comple%on   deal  support  from  mul%-­‐ background  and   Recognized  expert  in  the  with  greater  quality   disciplinary  perspec%ve.   connec%ons     areas  of:  §   Deal  team/management  is   •   Able  to  track-­‐down  hard   Corporate  Strategic   §   Valua%on  not  distracted  by  inefficient   to  find  informa%on   Development:   §   Satellite  Communica%ons  ques%ons/data  requests     §   Leverage  industry   In-­‐Depth  Projects:   §   Investment  research  §   Support  deal  team  by   knowledge  and   • Able  to  conduct  in-­‐depth   processes  and  procedures  offering  insight  into  value   rela%onships  to  provide   analyses  of  complex  topics   §   Corporate  governance  drivers  and  compe%%ve   consul%ng  support  for   overlooked  by  tradi%onal   related  to  research  and  dynamics   corporate  financings  or   research  providers.   valua%on    §   Valua%ons  conform  to  ASA,     business  development    USPAP  and  AICPA  standards   Experience  providing:     efforts   Phone  Consulta%ons:     §   General  consul%ng/  Examples:   • Provide  phone    Regulatory:   support  §   Bankruptcy,  Fairness   consulta%ons  to  investors   §   Legal  background  and     §   Expert  witness  report  Opinions,  Intangible  Asset   and  companies  through   industry  knowledge   prepara%on  -­‐  FRCP  Valua%on  (inc  Rf  spectrum),   major  expert  network   facilitates  rapid  and   26(a)2(b)  Por=olio  Valua%on,  Purchase   providers.     accurate  analysis  of   §   Deposi%on  and  Court  Price  Alloca%ons,  Solvency   • Pay  by  the  minute  -­‐  no   complex  regulatory  issues   Tes%mony    Opinions   long-­‐term  engagement   www.SummitRidgeGroup.com Page 10
  11. 11. SRG Case Studies Valua%on   Strategic  Advisory   Custom  Research   Li%ga%on  Support  Related  Party  Transac%on:   Acquisi%on  Analysis:   Bankruptcy  Analysis:   M&A  Fallout  Li%ga%on:  §   Engaged  by  major  PE  firm   §   Engaged  by  Fortune  50   §   Engaged  by  leading   §   Engaged  by  major  FSS  to  value  spectrum  asset   company  to  provide  industry   distressed  debt  hedge   operator  to  opine  on  personally  owned  by  firm   analysis  of  poten%al   fund  to  conduct  an   issues  related  to  orbital  principles  and  sold  to   acquisi%on   industry  analysis  and  value   slot  valua%on  and  por=olio  company   §   Client  avoided  cost  of   a  distressed  issuer  whose   development  resul%ng  §   Industry  exper%se   engaging  large  investment   debt  securi%es  were  likely   from  dispute  surrounding  permi]ed  quick  and  cost-­‐ bank  by  using  internal   to  convert  to  equity   post-­‐M&A  payment  effec%ve  analysis   finance  professionals   §   Client  presented  analysis   obliga%ons     supplemented  by  SRG   to  creditor’s  commi]ee  to    Tax-­‐Driven  Acquisi%on:     support  proposal  for   Copyright  Royalty   industry  knowledge   Arbitra%on:  §   Engaged  by  large     commi]ee’s  bankruptcy  mul%na%onal  company  to   Regulatory  Support:   nego%a%on  strategy   §   Engaged  by  leading  provide  valua%on  to  support     content  distributor  to   §   Support  premier  spectrum   Company  Analysis  tax-­‐driven  M&A  transac%on   provide  extensive  financial   regulatory  firm     §   Engaged  by  large  hedge  §   Deal  encountered   and  valua%on  analysis  to   §   Respond  to  regulatory   fund  to  value  a  significant  unan%cipated  challenges  and   support  royalty  rate   agency  publica%ons   telecom  holding  a`er  assignment  expanded  to   proposal   §   License  nego%a%on   departure  of  internal  include  due  diligence  and   §   Other  projects  as  needed   §   Expert  report  and   personnel  during  a  cri%cal  industry  analysis  to  augment   §   Client  obtains  top-­‐quality   tes%mony  included   phase  in  company’s  bulge  bracket  I-­‐bank’s  efforts     regulatory  support  on  a   subscriber  forecasts,   development  §   Deal  closed  with  minimal   project  basis   valua%on  scenarios  and  incremental  fees   corporate  strategy  analysis       www.SummitRidgeGroup.com Page 11
  12. 12. Contents •  Overview •  SRG Approach & Skills •  Service Offerings and Case Studies •  Founder’s Bio and Publications www.SummitRidgeGroup.com Page 12
  13. 13. IV. J. Armand Musey, CFA (Founder) Industry Background §  Unique blend of 16 years of equity research, investment banking and consulting experience including § Top Ranked Equity Research Analyst §  Three-time Institutional Investor “All American” Ranking §  #1 Ranked by Greenwich Association poll of institutional investors §  Wall Street Journal “Best on the Street” ranking §  President of small boutique investment bank §  Extensive Consulting Experience Education/Training §  JD/MBA (Northwestern); MA (Columbia); BA (U. Chicago) §  Chartered Financial Analyst (CFA) Other §  Member: NY Bar; Federal Comm. Bar Assn.; NY Society of Securities Analysts - Chair of Corporate Governance Committee (2007-2009) www.SummitRidgeGroup.com Page 13
  14. 14. Selected Publications Major  Law   •   Broadcas%ng  Licenses:  Ownership  Rights  and  the  Spectrum  Ra%onaliza%on  Challenge.   (Forthcoming)  Columbia  Science  and  Technology  Law  Review  (2012)   •   How  the  Tradi%onal  Property  Rights  Model  Informs  the  Spectrum  Ra%onaliza%on   Journals   Challenge.  Has%ngs  Communica%ons  and  Entertainment  Law  Journal  (2012)     •   Law  Journal  Ar%cles  are  available  for  download  at:  h]p://ssrn.com/author=1736251   Industry   •  From  the  Ground  Up.  Wrote  monthly  ar%cles  and  oversaw  produc%on  of  a  widely  read   monthly  newsle]er  with  analysis  of  issues  in  the  satellite  communica%ons,  media  and   telecommunica%ons  industries.  (November  2005  to  April  2007)   Periodicals   •  Via  Satellite.  Wrote  monthly  financial  column  for  leading  satellite  trade  magazine  %tled   “Dollars  and  Sense,”  from  late  1999  un%l  early  2003   •  Published  highly  regarded  analysis  on  the  satellite  communica%ons  and  cellular  tower   Wall  Street   industry  that  was  instrumental  in  achieving  several  research  honors  and  widely  cited  by   industry  insiders   Research   •  Issued,  strategic  analysis,  valua%on  opinions,  buy/sell  recommenda%ons  as  well  as   quarterly  earnings  es%mates  and  earnings  results  analysis   •  Published  virtually  every  week,  usually  mul%ple  %mes  a  week   www.SummitRidgeGroup.com Page 14

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