About Sterling Atlantic

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Sterling Atlantic and affiliates have $2.7 billion under management and invest in medium and small companies worldwide

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About Sterling Atlantic

  1. 1. About Sterling Atlantic August 7, 2008
  2. 2. <ul><li>$2.7B AUM in primary funds </li></ul><ul><li>200+ transactions funded in 29 countries </li></ul><ul><li>No effective upper limit </li></ul><ul><li>Harvard Honors Thesis Topic </li></ul><ul><ul><ul><li>Efficient Pricing in a Specialist Exchange System </li></ul></ul></ul><ul><ul><ul><li>30 Years Ago </li></ul></ul></ul>Sterling Atlantic & Affiliates
  3. 3. <ul><li>Public Companies </li></ul><ul><ul><li>Up to $100 million USD per transaction </li></ul></ul><ul><ul><li>Emerging markets specialist </li></ul></ul><ul><ul><li>Custom structures </li></ul></ul><ul><ul><ul><li>5+ First Time Implementations in last 12 months alone </li></ul></ul></ul><ul><ul><li>Non-core divisions </li></ul></ul><ul><li>Private Companies </li></ul><ul><ul><li>Buy outs </li></ul></ul><ul><ul><ul><li>Multiple of trailing EBITDA </li></ul></ul></ul><ul><ul><li>Growth capital </li></ul></ul><ul><ul><ul><li>$3+ million of trailing EBITDA </li></ul></ul></ul>Core Competencies
  4. 4. <ul><li>Fundamental- Buy out/non-core asset sale </li></ul><ul><ul><li>Warren Buffett </li></ul></ul><ul><ul><li>Cash Flow Focus </li></ul></ul><ul><li>Trader- Not Applicable </li></ul><ul><ul><li>George Soros </li></ul></ul><ul><ul><li>Trend and Arbitrage Focus </li></ul></ul><ul><li>Hybrid- Public company </li></ul><ul><ul><li>Fundamental-Long Bias </li></ul></ul><ul><ul><li>Structure Focus </li></ul></ul>Investment Perspective
  5. 5. <ul><li>Nurture Relationships </li></ul><ul><ul><ul><li>Growth alone is unrewarding and ecologically dangerous </li></ul></ul></ul><ul><li>Be Excellent </li></ul><ul><ul><ul><li>If you are not the best ever, your record does not mean anything </li></ul></ul></ul><ul><ul><ul><ul><li>Vince Lombardi </li></ul></ul></ul></ul><ul><li>Be Reliable </li></ul><ul><ul><ul><li>Do what we say we are going to do </li></ul></ul></ul><ul><li>Be Discreet </li></ul><ul><li>Be Innovative </li></ul><ul><li>Be Appreciative </li></ul><ul><ul><ul><li>Considerate, responsive, straightforward </li></ul></ul></ul><ul><li>Systems Viewpoint ( holistic and dynamic ) </li></ul>Values
  6. 6. <ul><li>Nature as dynamic, non-linear systems </li></ul><ul><ul><li>Complexity Theory, Unintended Consequences </li></ul></ul><ul><ul><li>Feedback loops, non-linear cause and effect </li></ul></ul><ul><ul><li>Holistic replacing reductionist thinking throughout all science </li></ul></ul><ul><li>All life as interrelated eco-systems </li></ul><ul><ul><li>Social networks </li></ul></ul><ul><ul><li>Relationships between and within systems </li></ul></ul><ul><li>Think systemically about investing </li></ul><ul><ul><li>Optimize versus maximize values (“and” not “or”) </li></ul></ul><ul><ul><li>Interconnectivity, flexibility, flow </li></ul></ul>Systems Viewpoint
  7. 7. <ul><li>Appreciate your time and interest!! </li></ul>Sterling Atlantic

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