Strategic Business Development Capabilities Presentation February 2009 Outside The Box, Inc.  |  PO Box 220389, El Paso, TX 79913  |  915.373.9950  | info@OutsideTheBoxInc.com
Our Mission To assist companies in the creation and implementation of business development strategies including mergers and acquisitions as well as internal growth and profit improvement initiatives. Our goal is to help you build and maximize enterprise value.
Why to Think  Outside The Box Independent, objective perspective Innovative, breakthrough thinking Supplemental resources accelerate opportunities Diverse industry experience Balance of analytic and creative skills Quick response and short learning curve  Implementation – not just ideas Limited Concurrent Projects Ensures Commitment and Focus.
Markets Served Companies nationwide Businesses with cross-border operations  in U.S. and Mexico Diverse industries Both large and small businesses Pre-revenue start-ups Companies with sales > $1 billion
Our Service Philosophy “ How much we know  isn’t as important as how much we care.” Enthusiasm and Commitment Matter.
Overview of Capabilities M&A Transaction Support Capitalization Services Strategy Development Business Plans Special Projects or Initiatives Web Presence
Diverse Industry Experience Fulfillment Processing Real Estate Development Network Installation Corporate Training Contract Manufacturing Software Development Retail Online  e- Businesses Digital Content Mgt. Packaged Goods  (CPG) Theme Parks Information Services BPO / Outsourcing Restaurant / Hospitality Trade Publications Industrial Packaging Interstate Travel Centers Media & Entertainment
Partial List of Clients Served A strong track record  over more than 10 years. Confidential Evaluation of Business Plans for Private Equity Firms The Appleton Group Transportation Holding Co. The 451 Group Technology Research BFCI, LTD. Corporate Training IOS, LLC Diversified Business Services PlanetTutor.com e-Learning All Media Asian, LLC Asian Language Advertising Westwood One Radio Network IWERKS Cinematic Attractions Coca-Cola Co. Food & Beverage Polygram Music International Music Label Pallets & Crates Int’l, L.P. Industrial Wood Products Petro Stopping Centers Interstate Travel Centers Celergy Networks Network Installation Services BitCentral, Inc. Digital Content Management FTI Consulting Restructuring Firm Business Valuation Center Financial Advisory Firm Isaac Tigrett Founder– Hard Rock Café and House of Blues ScottHulse, P.C. Regional Law Firm Currey @ Adkins Technology Services U.S. Lube Lubricants & Additives Houlihan Lokey Investment Bank
SERVICE CORES M&A Transaction Support Capitalization Strategy Development and Business Plans Special Projects and Initiatives Strategic Business Relationships
M&A Transaction Support Marketing Coordination of Legal Documents and Closing Buyer / Seller Identification and Assessment Transaction Structure and Negotiation Offering Memoranda Due Diligence Transaction Process Planning Third-Party Presentations Evaluation of Strategic Alternatives Buyer / Seller Qualification Valuation
Capitalization Services Identification of Funding Sources Coordination of Legal Documents and Closing Offering Memoranda Transaction Structure  and Negotiation Valuation Scenarios Due Diligence Management Debt / Equity Mix Presentations to Funding Sources Capitalization Requirements Qualification of Sources Business Plan Review  and Development
Strategy Development and Business Plans Trend Research and Analysis Performance Measurement Systems Market Analysis Implementation Plans Competitive Research and Mapping Financial Modeling Industry Analysis Forecasting and Economic Viability Situational Assessments Identification and Assessment of Market Opportunities  Strategic Planning and Facilitation
Special Projects and Initiatives Customer Acquisition and Development Budgeting / Forecasting Mexican Manufacturing Sourcing and Solutions Presentations and Collateral Materials Web Presence and  e -Commerce Development Sales & Marketing Planning Management Reporting Design and Monitoring Strategic Alliances and  Joint Ventures Brand Development and Positioning Financial or Organizational Restructuring New Product Development Outsourced Corporate Development
Strategic Business Relationships Contract development, negotiation and licensing Valuation and financial structure negotiations Financial and commercial viability modeling Capabilities assessment and evaluation Identify new strategic alliance or joint venture opportunities
A Strong Research Foundation Access to an array of research databases Types of information and uses: M&A transactions and valuation data Industry and market research Business trends Competitive analyses Sales planning and prospecting Benchmarking Analysis of SEC filings Our Focus is on Actionable Research & Analysis
A Flexible Service Model Types of Projects Short- and long-term engagements Interim management assignments Alternative Compensation Structures Hourly fee basis Pre-defined project fee Retainer agreements Retainer + performance/success fee Fee + equity Proponents of Performance-Based Compensation
How You Benefit Identify and capitalize on opportunities Accelerated time to market/completion No fixed overhead expense Accountability Pay for performance
Our Engagement Selection Criteria Quality of the people on client side Opportunity to do great work Interesting and challenging work Ability to add value for client Potential to build long-term relationship Fair and equitable compensation
William L. Clark Management Experience in Operating Companies   Houlihan Lokey Howard & Zukin Chief Operating Officer of Mergerstat, LLC Leading Middle-Market Investment Bank and its M&A Research Affiliate Petro PSC, LP Senior Vice-President – Sales, Marketing & Strategic Planning Nationwide Operator of Owned and Franchised Travel Centers Radio & Records, Inc. Chief Revenue Officer and CFO The  Wall Street Journal  of the Radio and Music Industries Six Flags Corp. Member of Magic Mountain Acquisition and Transition Management Team Director of Advertising, Promotion, and Institutional Sponsorships World’s Largest Multi-Park Operator of Theme Parks and Attractions Holiday Inns, Inc. / Callaway Gardens Director of Marketing Communications Worldwide Chain of Hotels and one of its Resort Franchisees
Mary Anna Clark Experience in Operating Companies   Della Femina Travisano Advertising Assistant to the President – West Coast (Los Angeles) Legendary agency highly respected for its creative edge Six Flags Magic Mountain Market Research Coordinator  World’s Largest Multi-Park Operator of Theme Parks and Attractions Kiawah Island Resort Member of the Initial Development Team Sea Pines Company Member of Corporate Staff Member of the Amelia Island Development Team
For Additional Information Bill Clark Outside The Box, Inc. PO Box 220389 El Paso, TX 79913 915.373.9950 [email_address] Strategic Business Development

Outside The Box, Inc. - Capabilities

  • 1.
    Strategic Business DevelopmentCapabilities Presentation February 2009 Outside The Box, Inc. | PO Box 220389, El Paso, TX 79913 | 915.373.9950 | info@OutsideTheBoxInc.com
  • 2.
    Our Mission Toassist companies in the creation and implementation of business development strategies including mergers and acquisitions as well as internal growth and profit improvement initiatives. Our goal is to help you build and maximize enterprise value.
  • 3.
    Why to Think Outside The Box Independent, objective perspective Innovative, breakthrough thinking Supplemental resources accelerate opportunities Diverse industry experience Balance of analytic and creative skills Quick response and short learning curve Implementation – not just ideas Limited Concurrent Projects Ensures Commitment and Focus.
  • 4.
    Markets Served Companiesnationwide Businesses with cross-border operations in U.S. and Mexico Diverse industries Both large and small businesses Pre-revenue start-ups Companies with sales > $1 billion
  • 5.
    Our Service Philosophy“ How much we know isn’t as important as how much we care.” Enthusiasm and Commitment Matter.
  • 6.
    Overview of CapabilitiesM&A Transaction Support Capitalization Services Strategy Development Business Plans Special Projects or Initiatives Web Presence
  • 7.
    Diverse Industry ExperienceFulfillment Processing Real Estate Development Network Installation Corporate Training Contract Manufacturing Software Development Retail Online e- Businesses Digital Content Mgt. Packaged Goods (CPG) Theme Parks Information Services BPO / Outsourcing Restaurant / Hospitality Trade Publications Industrial Packaging Interstate Travel Centers Media & Entertainment
  • 8.
    Partial List ofClients Served A strong track record over more than 10 years. Confidential Evaluation of Business Plans for Private Equity Firms The Appleton Group Transportation Holding Co. The 451 Group Technology Research BFCI, LTD. Corporate Training IOS, LLC Diversified Business Services PlanetTutor.com e-Learning All Media Asian, LLC Asian Language Advertising Westwood One Radio Network IWERKS Cinematic Attractions Coca-Cola Co. Food & Beverage Polygram Music International Music Label Pallets & Crates Int’l, L.P. Industrial Wood Products Petro Stopping Centers Interstate Travel Centers Celergy Networks Network Installation Services BitCentral, Inc. Digital Content Management FTI Consulting Restructuring Firm Business Valuation Center Financial Advisory Firm Isaac Tigrett Founder– Hard Rock Café and House of Blues ScottHulse, P.C. Regional Law Firm Currey @ Adkins Technology Services U.S. Lube Lubricants & Additives Houlihan Lokey Investment Bank
  • 9.
    SERVICE CORES M&ATransaction Support Capitalization Strategy Development and Business Plans Special Projects and Initiatives Strategic Business Relationships
  • 10.
    M&A Transaction SupportMarketing Coordination of Legal Documents and Closing Buyer / Seller Identification and Assessment Transaction Structure and Negotiation Offering Memoranda Due Diligence Transaction Process Planning Third-Party Presentations Evaluation of Strategic Alternatives Buyer / Seller Qualification Valuation
  • 11.
    Capitalization Services Identificationof Funding Sources Coordination of Legal Documents and Closing Offering Memoranda Transaction Structure and Negotiation Valuation Scenarios Due Diligence Management Debt / Equity Mix Presentations to Funding Sources Capitalization Requirements Qualification of Sources Business Plan Review and Development
  • 12.
    Strategy Development andBusiness Plans Trend Research and Analysis Performance Measurement Systems Market Analysis Implementation Plans Competitive Research and Mapping Financial Modeling Industry Analysis Forecasting and Economic Viability Situational Assessments Identification and Assessment of Market Opportunities Strategic Planning and Facilitation
  • 13.
    Special Projects andInitiatives Customer Acquisition and Development Budgeting / Forecasting Mexican Manufacturing Sourcing and Solutions Presentations and Collateral Materials Web Presence and e -Commerce Development Sales & Marketing Planning Management Reporting Design and Monitoring Strategic Alliances and Joint Ventures Brand Development and Positioning Financial or Organizational Restructuring New Product Development Outsourced Corporate Development
  • 14.
    Strategic Business RelationshipsContract development, negotiation and licensing Valuation and financial structure negotiations Financial and commercial viability modeling Capabilities assessment and evaluation Identify new strategic alliance or joint venture opportunities
  • 15.
    A Strong ResearchFoundation Access to an array of research databases Types of information and uses: M&A transactions and valuation data Industry and market research Business trends Competitive analyses Sales planning and prospecting Benchmarking Analysis of SEC filings Our Focus is on Actionable Research & Analysis
  • 16.
    A Flexible ServiceModel Types of Projects Short- and long-term engagements Interim management assignments Alternative Compensation Structures Hourly fee basis Pre-defined project fee Retainer agreements Retainer + performance/success fee Fee + equity Proponents of Performance-Based Compensation
  • 17.
    How You BenefitIdentify and capitalize on opportunities Accelerated time to market/completion No fixed overhead expense Accountability Pay for performance
  • 18.
    Our Engagement SelectionCriteria Quality of the people on client side Opportunity to do great work Interesting and challenging work Ability to add value for client Potential to build long-term relationship Fair and equitable compensation
  • 19.
    William L. ClarkManagement Experience in Operating Companies Houlihan Lokey Howard & Zukin Chief Operating Officer of Mergerstat, LLC Leading Middle-Market Investment Bank and its M&A Research Affiliate Petro PSC, LP Senior Vice-President – Sales, Marketing & Strategic Planning Nationwide Operator of Owned and Franchised Travel Centers Radio & Records, Inc. Chief Revenue Officer and CFO The Wall Street Journal of the Radio and Music Industries Six Flags Corp. Member of Magic Mountain Acquisition and Transition Management Team Director of Advertising, Promotion, and Institutional Sponsorships World’s Largest Multi-Park Operator of Theme Parks and Attractions Holiday Inns, Inc. / Callaway Gardens Director of Marketing Communications Worldwide Chain of Hotels and one of its Resort Franchisees
  • 20.
    Mary Anna ClarkExperience in Operating Companies Della Femina Travisano Advertising Assistant to the President – West Coast (Los Angeles) Legendary agency highly respected for its creative edge Six Flags Magic Mountain Market Research Coordinator World’s Largest Multi-Park Operator of Theme Parks and Attractions Kiawah Island Resort Member of the Initial Development Team Sea Pines Company Member of Corporate Staff Member of the Amelia Island Development Team
  • 21.
    For Additional InformationBill Clark Outside The Box, Inc. PO Box 220389 El Paso, TX 79913 915.373.9950 [email_address] Strategic Business Development