May 5 Final Leerink Swann Saved As A 2003 File

MBA Executive in Residence Program May 2009

AGENDA ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Analysis of Historical and Current Market Conditions ,[object Object],[object Object],[object Object],[object Object],INDUSTRY ANALYSIS Industry I Competitive Analysis I Opportunities I Marketing I Strategy I Implementation

[object Object],[object Object],[object Object],[object Object],[object Object],COMPETITIVE ANALYSIS In 2006, went public. Focused on global expansion in China and Japan. Main Business in advising M&A’s . Went public in 2006. Expanded services to Tokyo, Japan. Majority stake in Iridium Communications. Sector focus in Technology, health care, consumer & retail, aerospace & defense, and alternative energy. International locations in London, Geneva, Hong Kong, Geneva and Shanghai. In 2006, went public. Recently expanded its industry focus to alternative energy, business services and industrial firms. Currently focused on growing its overseas operations in London, Shanghai and Hong Kong. Sector focus in consumer, energy, healthcare, technology, media mining. Industry I Competitive Analysis I Opportunities I Marketing I Strategy I Implementation

[object Object],[object Object],[object Object],OPPORTUNITIES FOR LEERINK SWANN Industry I Competitive Analysis I Opportunities I Marketing I Strategy I Implementation

Opportunity #1 Global Expansion UK

[object Object],[object Object],[object Object],[object Object],LEERINK SWANN UK- London Industry I Competitive Analysis I Opportunities I Marketing I Strategy I Implementation

LEERINK SWANN UK- LONDON Industry I Competitive Analysis I Opportunities I Marketing I Strategy I Implementation

LEERINK SWANN UK- London Industry I Competitive Analysis I Opportunities I Marketing I Strategy I Implementation

LONDON FINANCIAL MODEL Industry I Competitive Analysis I Opportunities I Marketing I Strategy I Implementation 2009 Sum of Present Value of CF * Estimated Net Income based on 2007 financials for Broadpoint Securities London Model 2009 - 2012 (values shown in US $) Year 2010 2011 2012 Net Income (estimated) 1,500,000 1,605,000 1,725,000 1,800,000 Discount Rate 25% 1,435,555 1,234,309 1,030,380 11,369,454 Total Acquisition Cost 11,369,454 plus Buy-Out Premium (30%) 14,780,290

Opportunity #2 Global Expansion- Canada

[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],LEERINK SWANN CANADA- TORONTO Industry I Competitive Analysis I Opportunities I Strategy I Marketing I Implementation

[object Object],Market Size Sources: Statistics Canada. U.S. Department of Labor, Bureau of Labor Statistics http://www.greatertoronto.org/investing_sec_05.htm Top Ranked North American Financial Services Centers by Employment Region Employment 1. New York 507,800 2. Chicago 315,800 3. Toronto 230,400 4. Los Angeles 228,900 5. Philadelphia 178,400 6. Boston 174,400 7. Dallas 166,800 8. Atlanta 144,100 9. Minneapolis-St. Paul 133,000 10. Phoenix 129,600 1. Toronto $7,500 2. Philadelphia $8,517 3. Riverside San Bernardino $8,733 3. Chicago $8,763 4. Boston $8,791 5. New York $9,451

[object Object],[object Object],[object Object],[object Object],[object Object],ACQUISITION TARGET Industry I Competitive Analysis I Opportunities I Strategy I Marketing I Implementation

CANADIAN FINANCIAL MODEL Industry I Competitive Analysis I Opportunities I Strategy I Marketing I Implementation 15% 7% * Estimated Net Income based on 2007 financials for Canaccord Securities Canada Model 2009 – 2012 (values shown in US $) Year 2010 2011 2012 Net Income (estimated) 1,243,386 1,330,423 1,429,893 Projected Growth Rate 20% Discount Rate 25% 1,112,118 951,973 818,519 Sum of Present Value of CF 6,668,649 Total Value of Report Unit 6,668,649 plus Buy-Out Premium (30%) 8,669,245

Opportunity #3 Domestic Expansion- NJ

[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],LEERINK SWANN- NJ Industry I Competitive Analysis I Opportunities I Strategy I Marketing I Implementation

[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Industry I Competitive Analysis I Opportunities I Strategy I Marketing I Implementation LEERINK SWANN- NEW JERSEY

LEERINK SWANN- NEW JERSEY Industry I Competitive Analysis I Opportunities I Strategy I Marketing I Implementation

NJ – Financial Considerations Industry I Competitive Analysis I Opportunities I Marketing I Strategy I Implementation 2010 $25/sq. foot Min. 10 Employees Marketing & PR Events

[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],MARKETING ANALYSIS Industry I Competitive Analysis I Opportunities I Marketing I Strategy I Implementation

[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],MARKETING STRATEGY Industry I Competitive Analysis I Opportunities I Marketing I Strategy I Implementation

[object Object],[object Object],MARKETING STRATEGY Industry I Competitive Analysis I Opportunities I Marketing I Strategy I Implementation

Industry I Competitive Analysis I Opportunities I Marketing I Strategy I Implementation STRATEGY MAP

2009 2012 Jan. 2010 London Expansion April 2010 Toronto Expansion Nov. 2009 Announce Leerink Swann Scholarship competition June 2010 First Annual Conference/ scholarship award dinner Jan. 2011: New Jersey Expansion Summary Timeline Industry I Competitive Analysis I Opportunities I Marketing I Strategy I Implementation IMPLEMENTATION $200M $400M

May 5 Final Leerink Swann Saved As A 2003 File

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