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Red Hook Captial SEA 202-744-1503
- 1. SEA Program Senior Executive Advisors Red Hook Capital H R
- 6. 1. PAST PRESENTATION Leverage Buy Out Or Management Buy Out By J. David Morris General Partner Red Hook Capital
- 12. 2. CASE STUDY Sample Case Study Red Hook Capital NEWCO Consolidation Private Equity Backed
- 19. 2.7 FINANCIALS Margin % Organic Revenue: Technology 100% CAGR Solutions 20% CAGR CCV Financial Performance (2004-2008) Solutions Technology Technology Drives Solution’s Margins
Editor's Notes
- STATUS: ROUGH DRAFT MYSTORY: Introduced to buyout industry junior year college Meet Fairfax Group team of lawyer and former CFO Meet CFO TelecomUSA (worked on TelecomUSA/MCI integration) that summer (multibillion integration). <<20/20 should gone with Fairfax Group>> CFO STORY: Call MCI friend: MIT MBA, West Point undergrad, 3 IPOs (Ominpoint acquired T-Mobile), returns for Carlyle, Colombia Capital, raised more than $250m equity and $1billion debt. 3 years bouncing CFO after Omnipoint around country, 2 years helping friends failed buy out (espire), took 3 years to find job across country with company reporting issues (i.e. risk his name to clean it up). However, he is 60 years plus!
- STATUS: ROUGH DRAFT Industry Trends VC old and PE new model Return to Buy Outs from 1970s and 1980s Wealth of capital Wealth of management every day Pierce get 5 resume senior executives Buy Out Expertise Advisor/Self Buy Firm like Red Hook Capital, Private Equity Firm Sponsor BearStren $100 million management team, but 2 years never found approval, Spectrim Equity looking at for 14 months deal for form President IBM, Carlyle 9 months and Colombia Capital 12 months looked at partner with BRAD buy out team for espire (after $10 million team investment resulting in BK of company.
- STATUS: ROUGH DRAFT Types of Financing Use this section to learn more about business loans and specific financial products that might be right for your company. Revolving Line Of Credit Revolving lines of credit are the most common and least expensive form of business loan for small- and mid-sized companies. Companies typically enter into revolving facilities to fund their working capital, which is the amount of current assets (cash, inventory and receivables) in excess of current liabilities (items such as payables). Senior Term Debt Senior term debt is the second most common form of financing for a small and mid-sized companies. Senior term debt is typically lent against the collateral value of property, plant and equipment. Senior term debt comes in many varieties and there are many sources of this type of financing. It is typically the second most expensive form of financing. Subordinated Mezzanine Debt Subordinated debt financing typically includes both debt and equity. There are dramatically fewer sources of subordinated debt than there are of senior debt or equity, so it is often considered to be specialty financing. Subordinated debt is substantially riskier than senior debt since the lender generally has less right over collateral and cash flow than the senior lender. As a result, subordinated debt is more expensive financing than either revolving lines of credit or term debt. Lenders usually require equity, generally in the form of warrants, to augment what they earn in interest income. Equity Financing Equity financing incurs the greatest risk of all capital on the part of the investor. Equity investors demand high returns, commensurate with that risk. This sections meant to cover equity financing that is available for management buyouts, growth financings, acquisition financing, employee buyouts, ESOP financing and recapitalizations.
- STATUS: ROUGH DRAFT Who are you? Controller CFO Business CFO How does your team fit? Industry Knowledge Track record Team Central Casting Know Customers
- STATUS: ROUGH DRAFT TEAM: ALL TIES TOGETHER (CORNELL START STORY) Arne last deal is one of Cornell most succeful portfolio companies and I was fortunate enough to be working with him on new opportunities when Cornell called him to ask him to do it again last April. 4.1) $800 million under management 4.1) $250 million fund ($50 million) 4.3) $100m London fund
- THIS DECK IS FOR SELECTING SLIDE FOR POWERPOINT (Road Show, PR, IR, PA, etc.)
- STATUS: ROUGH DRAFT TEAM: ALL TIES TOGETHER (CORNELL START STORY) Arne last deal is one of Cornell most succeful portfolio companies and I was fortunate enough to be working with him on new opportunities when Cornell called him to ask him to do it again last April. 4.1) $800 million under management 4.1) $250 million fund ($50 million) 4.3) $100m London fund
- STATUS: ROUGH DRAFT CONCEPT (I interviewed 15 multinational CIOs for another client found: MARKET: Turn key solutions provider MARKET: Highly secure (BB just meet with government found same market needs) MARKET: Customizable solutions (Bob government contractors) MARKET: Platform integration (vs. locked on hardware company) DRIVER Changing technology landscape with expensive solutions DRIVER Mission critical applications requirements DRIVER Multinational enterprises NEEDS: Interpretable platform and applications Turn key solutions provider (1 provider, 1 customized solution) Highly secure Customizable solutions Platform integration DRIVERS: Evolving workforce, mobile, global Evolving, complex global security needs Flexible for evolving threats, new applications Legacy Technology needs replacement
- STATUS: ROUGH DRAFT Automation outline slide 50 101 story (move ATS to Enfotec space)
- STATUS: ROUGH DRAFT Need to re-do! 1.1) SOLUTIONS Anand Teleport 1 to 30 1.2) TECHNOLOGY Bob Rainbow technology (vision ahead power curve successful exit) 1.3) CONSOLIDATION: Arne and JDM (launched, sold, consolidated companies for future 100 to startups) 2.1) JDM: Vision Mobile space (international, reseller, PCS, SAT, INTERNET, etc.) 2.2) PIONEER (AK pioneer teleport and BB pioneer security (Arne & JDM mobile space) 2.3) SOLUTIONS: Customer most important 2.4) TECHNOLOGY: Technology drives Solutions (if you installing PBX you better have great margins) 3.1) JDM: MCI, Lockheed Martin, advisor Jupiter, Pierce, Red Hook Capital, Platinum Equity, etc. 3.2) SOLD: AK Washington Teleport, BB sold Rainbow, AD sold ?,
- STATUS: ROUGH DRAFT Just 10,000 feet and talk about few example at 1,000 feet
- STATUS: ROUGH DRAFT TEAM: ALL TIES TOGETHER (CORNELL START STORY) Arne last deal is one of Cornell most succeful portfolio companies and I was fortunate enough to be working with him on new opportunities when Cornell called him to ask him to do it again last April. 1.1) SOLUTIONS Anand Teleport 1 to 30 1.2) TECHNOLOGY Bob Rainbow technology (vision ahead power curve successful exit) 1.3) CONSOLIDATION: Arne and JDM (launched, sold, consolidated companies for future 100 to startups) 2.1) JDM: Vision Mobile space (international, reseller, PCS, SAT, INTERNET, etc.) 2.2) PIONEER (AK pioneer teleport and BB pioneer security (Arne & JDM mobile space) 2.3) SOLUTIONS: Customer most important 2.4) TECHNOLOGY: Technology drives Solutions (if you installing PBX you better have great margins) 3.1) JDM: MCI, Lockheed Martin, advisor Jupiter, Pierce, Red Hook Capital, Platinum Equity, etc. 3.2) SOLD: AK Washington Teleport, BB sold Rainbow, AD sold ?, 4.1) $800 million under management 4.1) $250 million fund ($50 million) 4.3) $100m London fund