The team secured a new enterprise agreement (EA) with Carlson Capital, an asset management firm based in Dallas, worth $258,023. Carlson Capital had been delaying their software refresh for months but signed the EA this month to take advantage of new releases and price increases. The deal included Office, Visual Studio, SharePoint, Exchange, and other Microsoft products, beating out Google which had been pursuing the customer. Well done to Greg Finster for originally identifying the opportunity and to those involved in closing the successful deal.

1. From: Mike Porter (SMS&P)
Sent: Sunday, May 02, 2010 2:20 PM
To: Brian Evans (CPM); Leah Williams;Gregory Finster (DatabaseMarketingGroup)
Cc: Sean Magnuson
Subject: RE: (FYI) WINWIRE - DFW - Carlson Capital invests in a NNEA for $258,023
Well done team!
Mike Porter | General Manager
US Central Region | Corporate Customers
Microsoft Corporation
VoIP: 630-725-4083 | Mobile: 630-818-7585 | Mail: mporter@microsoft.com
My top priority is VERY satisfied partners & customers. If you have feedback on your experience, please let me
know.
The World’s Most Widely Used Software is nowin the Cloud:
Twenty million businesses and over a billion people use Microsoft cloud services. We and our partners are committed
to delivering a broad set of enterprise-ready products and services that build on what you already know. We're all in.
From: Brian Evans (CPM)
Sent: Wednesday, April 28,2010 5:15 PM
To: Leah Williams;Gregory Finster (DatabaseMarketing Group)
Cc: Sean Magnuson;Mike Porter (SMS&P)
Subject: RE: (FYI) WINWIRE - DFW - Carlson Capital invests in a NNEA for $258,023
Great teamworkonthis! Brian

2. Brian Evans | Microsoft Area Sales Manager
South Central Area (North TX, OK, AR) | CorporateProgram Managed
Work/VoIP: 425.421.8415 | Mobile: 817.692.1936 | Mail: brevans@microsoft.com
The World’s Most Widely Used Software is now in the Cloud:
Twenty million businesses and over a billion people use Microsoft cloud services. We and our partners are committed to delivering a broad set of en
build on what you already know. We're all in.
From: Leah Williams
Sent: Wednesday, April 28,2010 5:13 PM
To: Gregory Finster (ITM)
Cc: Sean Magnuson;Brian Evans (CPM)
Subject: FW: WINWIRE - DFW - Carlson Capital invests in a NNEA for $258,023
CongratsGreg, on inthiswinwire.Youoriginallyidentifiedthe opportunityatCarlsonCapital,worked
throughwiththe team, and theyjustsignedaNetNew EA today!
Leah Williams | TerritoryManager | Microsoft | South Central Area SMS&P| (w) (425) 538-0284 | (m) (206) 226-4130 |
leah.williams@microsoft.com
From: Leah Williams
Sent: Wednesday, April 28,2010 5:07 PM
To: Central Region WinWires
Subject: (FYI) WINWIRE - DFW - Carlson Capital invests in a NNEA for $258,023
Another GREAT WIN for Central Region!!!
CENTRAL REGION
WINWIRE
Central Region - AREA:
Territory Team Unit:
Current Year Revenue to MSFT:
Total Contract Revenue:

3. About the Customer:
Carlson Capital, L.P. is an employee owned hedge
fund sponsorwith approximately $2.24 billion in
assets undermanagement. The firm provides its
services to pooled investment vehicles and
corporations.It manages private equity and hedge
funds.The firm invests in the public equity, fixed
income, and hedging markets of the United States. It
employs multi-strategy approach including risk
arbitrage, convertible arbitrage, relative value
arbitrage, distressed /credit arbitrage, and long/short
strategies to make its investments.Carlson Capital
was founded in 1993 and is based in Dallas, Texas
with an additional office in Houston,Texas.
About the WIN:
Greg Finster and Pat Faram really drove this deal
home. The customer had been stalling on moving
forward with their refresh for several months, but
with the new release of Visual Studio 2010 and the
price increase, they locked in the EA this month!
This was a compete win against Google as they were
looking at the Google Search Appliance and instead
went with SharePoint.
Deal details:
250 seat Office + Core CAL EA
11 Visual Studio Pro w/ Premium
OCS, SharePoint, SCCM, Windows Server and
Exchange Enterprise
Thanks to:
Greg Finster on the ITM team for originally
identifying and qualifying the opportunity
Ashish Thakkar from Maron Structure (OCS partner)
Pat Faram, SHI
Randy Stanton, Rudy Gil - Licensing
Nathan Hancock and Rachel McKane - Dev Tools
Rick Herrera
Scorecard Metrics Impacted:
 Windows Server Units
 System Center Attach
 BPOS Customer Adds
 SAM WIN!!!
 SQL Server Revenue
 ECAL Customer Add
 OCS Customer Add
 MDOP Customer Add
 Local EA Recapture
Rate
 Local EA Renewal Rate
 Developer Tools Added
 Dynamics CRM or ERP
Who did we beat or displace?
About the competition:
Google