The Collins Group is a boutique investment banking firm founded in 1975 that provides services including corporate financing, mergers and acquisitions (M&A), and strategic partnerships. It has offices in Montreal, Stockholm, and Budapest, and representatives in other locations. The firm specializes in cross-border transactions between North America and Europe. It prides itself on understanding its clients' businesses and value propositions. The presentation provides details on the firm's services, network, team, and transaction process.
Aegis Capital Corp. is a full-service boutique brokerage firm established in 1984 that provides middle-market corporate finance, research, and valuation services. It has over 200 representatives across 8 offices managing over $2 billion in retail customer assets. The firm's services include retail brokerage, investment banking, and institutional sales and trading. It focuses on small and mid-sized companies across various industries such as healthcare, technology, and real estate.
Montello Real Estate Opportunity Fund Summary InfoMontello
The Montello Real Estate Opportunity Fund is advised by Montello Capital Advisors Limited (“Montello”), part of the Montello group, which is one of the leading real estate financiers in the UK.
Pyatt Broadmark Real Estate Fund I Presentation Oct 2015Alan Chu
This document provides an overview of the Pyatt Broadmark Real Estate Lending Fund I (PBRELF I). PBRELF I invests in short-term, first lien loans secured by real estate projects in the Pacific Northwest. The goal is to provide high-yield returns while minimizing risk. PBRELF I has $136.4 million in assets under management. It offers diversification, consistent performance, and monthly distributions to investors.
Nova Capital Partners is an emerging markets investment bank that provides a full range of investment banking services to privately held and publicly traded companies. It focuses on serving large and middle market companies in emerging markets throughout Europe, Africa, Asia, and Latin America. Nova offers strategic advice, access to capital, and transaction execution to help its clients grow, identify opportunities, and achieve their strategic and financial goals.
This is the deck from PeerRealty's October 8, 2015 webinar on the Ameritus Real Estate Fund, our latest real estate crowdfunding offering. Visit http://resources.peerrealty.com/ameritus-real-estate-fund-webinar-video to view the replay of this webinar.
Carlyle is one of the world's largest alternative asset managers with the broadest global reach. It has 33 offices in 21 countries and manages $195 billion in assets across four business segments. Carlyle prides itself on its collaborative "One Carlyle" culture where its 650+ investment professionals work seamlessly across regions. In 2012, Carlyle invested $7.9 billion, realized $18.7 billion in proceeds for investors, and distributed $1.12 per unit to common unitholders for an annualized 7% yield.
Aegis Capital Corp. is a full-service boutique brokerage firm established in 1984 that provides middle-market corporate finance, research, and valuation services. It has over 200 representatives across 8 offices managing over $2 billion in retail customer assets. The firm's services include retail brokerage, investment banking, and institutional sales and trading. It focuses on small and mid-sized companies across various industries such as healthcare, technology, and real estate.
Montello Real Estate Opportunity Fund Summary InfoMontello
The Montello Real Estate Opportunity Fund is advised by Montello Capital Advisors Limited (“Montello”), part of the Montello group, which is one of the leading real estate financiers in the UK.
Pyatt Broadmark Real Estate Fund I Presentation Oct 2015Alan Chu
This document provides an overview of the Pyatt Broadmark Real Estate Lending Fund I (PBRELF I). PBRELF I invests in short-term, first lien loans secured by real estate projects in the Pacific Northwest. The goal is to provide high-yield returns while minimizing risk. PBRELF I has $136.4 million in assets under management. It offers diversification, consistent performance, and monthly distributions to investors.
Nova Capital Partners is an emerging markets investment bank that provides a full range of investment banking services to privately held and publicly traded companies. It focuses on serving large and middle market companies in emerging markets throughout Europe, Africa, Asia, and Latin America. Nova offers strategic advice, access to capital, and transaction execution to help its clients grow, identify opportunities, and achieve their strategic and financial goals.
This is the deck from PeerRealty's October 8, 2015 webinar on the Ameritus Real Estate Fund, our latest real estate crowdfunding offering. Visit http://resources.peerrealty.com/ameritus-real-estate-fund-webinar-video to view the replay of this webinar.
Carlyle is one of the world's largest alternative asset managers with the broadest global reach. It has 33 offices in 21 countries and manages $195 billion in assets across four business segments. Carlyle prides itself on its collaborative "One Carlyle" culture where its 650+ investment professionals work seamlessly across regions. In 2012, Carlyle invested $7.9 billion, realized $18.7 billion in proceeds for investors, and distributed $1.12 per unit to common unitholders for an annualized 7% yield.
Reedland Capital Partners: DEBT ADVISORY SERVICESRob Schachter
Reedland Capital Partners is an elite boutique investment bank that specializes in structuring, arranging and negotiating corporate and real estate debt for both publicly-traded and privately-held middle market companies and emerging growth companies. Loan sizes generally range from $20 million to $200 million+ and proceeds can be used for acquisitions, growth capital, dividend recaps, or refinancing of existing debt on more favorable terms. For over 20 years, Reedland has been highly effective in creating unique debt structures for its clients resulting in better pricing, more loan availability and fewer restrictive financial covenants.
The document provides information about Investment Planners, Inc. (IPI), an independent broker-dealer and registered investment advisor. It outlines IPI's mission, values, philosophy, leadership team, technology suite, custody and clearing partners, and solutions and services offered to advisors. IPI aims to help advisors achieve significant growth and success through strategic lifestyle and wealth management strategies.
The document provides information about Investment Planners, Inc. (IPI), an independent broker-dealer and registered investment advisor. IPI has over 100 registered representatives across 17 offices. It outlines IPI's mission, values, and philosophy of prioritizing clients' best interests. IPI's owner and president, David Koshinski, has over 20 years of experience in the financial industry and has led IPI's growth. IPI partners with RBC Correspondent Services for clearing and custody services.
Pointe Capital Advisors provides investment banking and corporate finance advisory services. They have completed 5 transactions totaling $29.8 million with an accumulated value over $225 million. Their current clients include a NASCAR team seeking capital for expansion, an energy candy company pursuing strategic initiatives, and an innovative data company launching its business plan. Pointe Capital specializes in reverse mergers, which can provide private companies advantages of being public at a lower cost and faster process than an IPO. Their services include identifying suitable public shell companies and guiding clients through the regulatory process.
8.11.20 Funding 101 for Tech Entrepreneursideatoipo
Veteran Silicon Valley attorney Roger Royse will discuss, compare and contrast the various options available to entrepreneurs when it comes to funding their startup.
The speaker will address some common questions when it comes to funding for startups, including:
1) What are the best funding options for entrepreneurs to scale their business?
2) When should entrepreneurs pursue external funding?
3) How do entrepreneurs choose the right investor?
4) What alternative sources of funding are available?
5) How and why should a founder stage their funding rounds?
6) When should a founder think about exiting?
7) How can advisers help with the funding process?
and more!
Please come with your questions and scenarios.
About the Speaker:
Roger Royse is a partner in the Palo Alto office of Haynes and Boone, LLP and practices in the areas of corporate and securities law, tax, mergers and acquisitions and fund formation. He works with companies ranging from newly formed tech startups to publicly traded multinationals in a variety of industries. Roger has been an instructor or professor of legal, tax and business topics for the Center for International Studies (Salzburg, Austria), Golden Gate University School of Law and Stanford Continuing Studies and is a frequent speaker, writer, radio guest, blogger and panelist for bar associations, CPA organizations, and business groups. Roger is a Northern California Super Lawyer, is AV Peer-Rated by Martindale Hubbell, and has a “Superb” rating from Avvo..
Roger is the author of Dead on Arrival: How to Avoid the Legal Mistakes That Could Kill Your Startup and has been interviewed and quoted in the Wall Street Journal, Forbes, Fox Business, Chicago Tribune, Associated Press, Tax Notes, Inc. Magazine, Nikkei Asian Review, China Daily, San Francisco Chronicle, Reuters, The Recorder, 7X7, Business Insurance and Fast Company.
If you have questions for Roger, you can reach him at:
roger.royse@haynesboone.com
G&S Fund Services provides fund administration and accounting services for hedge funds globally from offices in New York and West Palm Beach. The firm services over 40 fund clients with diverse structures including onshore, offshore, funds of funds, and managed accounts. Key services include NAV calculation, financial reporting, investor services, and launch support through their parent company HedgeCo Networks. Management profiles highlight the experience of the managing partner, managing director of operations, director of business development, and fund accounting manager.
The document is a 2Q17 institutional presentation that provides an overview of Pine including:
- Pine's history and profile as a specialized bank providing financial solutions for corporate clients with knowledge of Brazil's credit cycles.
- Pine's business strategy, competitive advantages, and focus on client service.
- Details on Pine's corporate credit, FICC, and investment banking divisions.
- Pine's strategic partnerships and commitment to corporate governance and social responsibility.
- An economic overview of Brazil and macroeconomic indicators.
The document provides an overview of Pine bank including:
- Its history and profile focusing on corporate credit since 1997.
- Business strategy of providing customized financial solutions and maintaining long term client relationships.
- Corporate credit, FICC, and investment banking divisions.
- Strategic partnerships with DEG and PROPARCO to support growth.
- Organizational structure with Board of Directors and various divisions.
The document is a 2Q17 institutional presentation that provides an overview of Pine including:
- History as a specialized corporate bank focused on long-term client relationships and customized products.
- Business lines of corporate credit, FICC, and investment banking.
- Strategic partnerships with DEG and PROPARCO that provide capital.
- Commitment to corporate governance and social responsibility through initiatives like annual sustainability reports.
- Macroeconomic overview of Brazil's challenging economic scenario with forecasts for GDP growth, inflation, and interest rates.
The document summarizes the key findings of a report on angel investing in the UK. It found that the profile of angel investors is changing, with more women and younger individuals becoming angels. Specifically, 14% of angels are now women, up from 7% in 2008, and 44% are under 45 years old. Angels are also becoming more ethnically diverse. The survey found that angels are more active investors than in the past, with a median of 4 investments per angel compared to 2.5 in a 2008 survey. It calls for continued efforts to raise awareness and attract a more diverse pool of angel investors to support entrepreneurship.
Hunter Wise Presentation for Corporate Finance Advisory ServicesRalph Liu
Hunter Wise Financial Group is a leading middle-market investment banking firm that provides corporate finance and M&A advisory services to middle market companies. It has over 40 professionals across 12 domestic offices and 1 international office. Hunter Wise has decades of experience in managing over 1,000 M&A transactions for companies up to $200 million in revenue. The firm focuses on serving companies with strong earnings of over $2 million and can offer clients direct access to capital sources for transactions.
The document provides information on EY's global media and entertainment transaction advisory services practice. It lists the leaders of the practice around the world and some of EY's major media and entertainment clients. It then discusses the services EY provides, including fundraising and M&A support, valuation, cost optimization, and deal execution. The document concludes with brief summaries of several client success stories where EY assisted with M&A transactions, financial due diligence, and other advisory services for media companies.
The presentation summarizes the buy proposal for J.P. Morgan Chase & Co. It introduces the company and its products/services such as investment banking, markets & investor research, treasury services, investment management, private banking, wealth management, and commercial banking. It discusses J.P. Morgan's consistency, resilience, and elite status in the banking industry. The presentation also covers opportunities for growth through expanding overseas, a wealth of opportunities in areas like emerging markets, and forecasts for the company.
Cheyne Capital is one of Europe's leading alternative asset managers. Cheyne Capital Management (UK) LLP is authorised and regulated by the UK FSA and, along with other parts of the group, is a registered investment adviser with the US SEC. Cheyne launched its first fund in 2000 and today manages net assets of approximately $5.5 billion across a diversified suite of products.
7.30.20 How to Do a Venture Capital Financingideatoipo
This document provides an overview and summary of a presentation on how to do a venture capital financing. The presentation covers what venture capitalists look for in investments and good investors, pre-round considerations, negotiating term sheets, deal documentation, the diligence process, closing and post-closing issues, and common pitfalls. The presentation is given by a venture capital and emerging growth company attorney and provides high-level information on each stage of securing a venture capital financing.
This document provides an overview of Taylor Wessing's banking and finance practice. Taylor Wessing is an international law firm with offices in Europe and Asia. Their banking and finance practice has extensive experience advising national and international banks, companies, investors and sponsors. They specialize in structuring and implementing financing transactions in areas like acquisition finance, corporate loans, project finance, and restructuring. Their international presence allows them to create tailored teams for cross-border deals.
The document is a 3Q16 institutional presentation that provides an overview of Pine including:
- History as a specialized corporate bank focused on long-term client relationships and customized products.
- Business lines of corporate credit, FICC (hedging instruments), and Pine Investimentos (capital markets).
- Strong credit origination process and track record with weekly credit committee meetings.
- Strategic partnerships with DEG and PROPARCO that provide long-term financing.
- Commitment to best corporate governance practices and social responsibility initiatives.
KAG Group is a prominent corporate advisory group and full-service investment banking company in the region. Within a decade, KAG has grown to engage more than 250 business houses and serve as a thought leader by seeking innovative solutions. KAG was conceptualized by a group of experienced professionals and provides bespoke solutions to client leaders in various industries based on its domain expertise in capital raising, advisory, and other corporate services such as CFO assistance, transaction advisory, audit, tax, and corporate law services.
The document introduces 10X GrowthPac, a new comprehensive package of tools, resources, and connections designed by 10X to help small and medium-sized businesses grow. It offers over $10,000 in value for just $1 per day. This includes online business training, networking opportunities, professional advice and coaching, seminars, and discounts. The package will be supported by a national network of accounting firms, lawyers, and coaches. It aims to fill a gap in government support for small businesses. Initial feedback from the 10X network is very positive about the opportunities it provides.
Banco Pine - Institutional Presentation 2Q12Banco Pine
This document provides an overview of PINE's history, business lines, and recent financial highlights. PINE has been in business since 1939 and focuses on providing financial solutions to large corporate clients in Brazil. It has four primary business lines: corporate credit, financial and commodity instruments, investment banking, and distribution. The document outlines PINE's ownership history and growth over time, with its corporate credit portfolio and shareholders' equity both increasing significantly in recent years.
The Collins Group is a boutique investment banking firm headquartered in Montreal with offices in Sweden and Brazil. It focuses on cross-border and cross-ocean transactions ranging from $5-100 million. The Collins Group provides customized corporate finance and M&A advisory services using its international network and experience across many industries. It prides itself on fully understanding its clients and enabling fast coverage of deals through its experienced team.
The document provides an overview of the services offered by DDR & Associates to help clients with corporate structure, financing, and transitioning to becoming a public company. It outlines a typical project timeline that includes preparing SEC filings, conducting audits and valuations, issuing stock, acquiring customers and production capabilities, and ultimately listing on a national stock exchange within 36-48 months. The goal is to help clients raise capital, complete acquisitions, and achieve market capitalizations of $200-400 million over the course of incubation and transition to becoming a publicly traded company.
Reedland Capital Partners: DEBT ADVISORY SERVICESRob Schachter
Reedland Capital Partners is an elite boutique investment bank that specializes in structuring, arranging and negotiating corporate and real estate debt for both publicly-traded and privately-held middle market companies and emerging growth companies. Loan sizes generally range from $20 million to $200 million+ and proceeds can be used for acquisitions, growth capital, dividend recaps, or refinancing of existing debt on more favorable terms. For over 20 years, Reedland has been highly effective in creating unique debt structures for its clients resulting in better pricing, more loan availability and fewer restrictive financial covenants.
The document provides information about Investment Planners, Inc. (IPI), an independent broker-dealer and registered investment advisor. It outlines IPI's mission, values, philosophy, leadership team, technology suite, custody and clearing partners, and solutions and services offered to advisors. IPI aims to help advisors achieve significant growth and success through strategic lifestyle and wealth management strategies.
The document provides information about Investment Planners, Inc. (IPI), an independent broker-dealer and registered investment advisor. IPI has over 100 registered representatives across 17 offices. It outlines IPI's mission, values, and philosophy of prioritizing clients' best interests. IPI's owner and president, David Koshinski, has over 20 years of experience in the financial industry and has led IPI's growth. IPI partners with RBC Correspondent Services for clearing and custody services.
Pointe Capital Advisors provides investment banking and corporate finance advisory services. They have completed 5 transactions totaling $29.8 million with an accumulated value over $225 million. Their current clients include a NASCAR team seeking capital for expansion, an energy candy company pursuing strategic initiatives, and an innovative data company launching its business plan. Pointe Capital specializes in reverse mergers, which can provide private companies advantages of being public at a lower cost and faster process than an IPO. Their services include identifying suitable public shell companies and guiding clients through the regulatory process.
8.11.20 Funding 101 for Tech Entrepreneursideatoipo
Veteran Silicon Valley attorney Roger Royse will discuss, compare and contrast the various options available to entrepreneurs when it comes to funding their startup.
The speaker will address some common questions when it comes to funding for startups, including:
1) What are the best funding options for entrepreneurs to scale their business?
2) When should entrepreneurs pursue external funding?
3) How do entrepreneurs choose the right investor?
4) What alternative sources of funding are available?
5) How and why should a founder stage their funding rounds?
6) When should a founder think about exiting?
7) How can advisers help with the funding process?
and more!
Please come with your questions and scenarios.
About the Speaker:
Roger Royse is a partner in the Palo Alto office of Haynes and Boone, LLP and practices in the areas of corporate and securities law, tax, mergers and acquisitions and fund formation. He works with companies ranging from newly formed tech startups to publicly traded multinationals in a variety of industries. Roger has been an instructor or professor of legal, tax and business topics for the Center for International Studies (Salzburg, Austria), Golden Gate University School of Law and Stanford Continuing Studies and is a frequent speaker, writer, radio guest, blogger and panelist for bar associations, CPA organizations, and business groups. Roger is a Northern California Super Lawyer, is AV Peer-Rated by Martindale Hubbell, and has a “Superb” rating from Avvo..
Roger is the author of Dead on Arrival: How to Avoid the Legal Mistakes That Could Kill Your Startup and has been interviewed and quoted in the Wall Street Journal, Forbes, Fox Business, Chicago Tribune, Associated Press, Tax Notes, Inc. Magazine, Nikkei Asian Review, China Daily, San Francisco Chronicle, Reuters, The Recorder, 7X7, Business Insurance and Fast Company.
If you have questions for Roger, you can reach him at:
roger.royse@haynesboone.com
G&S Fund Services provides fund administration and accounting services for hedge funds globally from offices in New York and West Palm Beach. The firm services over 40 fund clients with diverse structures including onshore, offshore, funds of funds, and managed accounts. Key services include NAV calculation, financial reporting, investor services, and launch support through their parent company HedgeCo Networks. Management profiles highlight the experience of the managing partner, managing director of operations, director of business development, and fund accounting manager.
The document is a 2Q17 institutional presentation that provides an overview of Pine including:
- Pine's history and profile as a specialized bank providing financial solutions for corporate clients with knowledge of Brazil's credit cycles.
- Pine's business strategy, competitive advantages, and focus on client service.
- Details on Pine's corporate credit, FICC, and investment banking divisions.
- Pine's strategic partnerships and commitment to corporate governance and social responsibility.
- An economic overview of Brazil and macroeconomic indicators.
The document provides an overview of Pine bank including:
- Its history and profile focusing on corporate credit since 1997.
- Business strategy of providing customized financial solutions and maintaining long term client relationships.
- Corporate credit, FICC, and investment banking divisions.
- Strategic partnerships with DEG and PROPARCO to support growth.
- Organizational structure with Board of Directors and various divisions.
The document is a 2Q17 institutional presentation that provides an overview of Pine including:
- History as a specialized corporate bank focused on long-term client relationships and customized products.
- Business lines of corporate credit, FICC, and investment banking.
- Strategic partnerships with DEG and PROPARCO that provide capital.
- Commitment to corporate governance and social responsibility through initiatives like annual sustainability reports.
- Macroeconomic overview of Brazil's challenging economic scenario with forecasts for GDP growth, inflation, and interest rates.
The document summarizes the key findings of a report on angel investing in the UK. It found that the profile of angel investors is changing, with more women and younger individuals becoming angels. Specifically, 14% of angels are now women, up from 7% in 2008, and 44% are under 45 years old. Angels are also becoming more ethnically diverse. The survey found that angels are more active investors than in the past, with a median of 4 investments per angel compared to 2.5 in a 2008 survey. It calls for continued efforts to raise awareness and attract a more diverse pool of angel investors to support entrepreneurship.
Hunter Wise Presentation for Corporate Finance Advisory ServicesRalph Liu
Hunter Wise Financial Group is a leading middle-market investment banking firm that provides corporate finance and M&A advisory services to middle market companies. It has over 40 professionals across 12 domestic offices and 1 international office. Hunter Wise has decades of experience in managing over 1,000 M&A transactions for companies up to $200 million in revenue. The firm focuses on serving companies with strong earnings of over $2 million and can offer clients direct access to capital sources for transactions.
The document provides information on EY's global media and entertainment transaction advisory services practice. It lists the leaders of the practice around the world and some of EY's major media and entertainment clients. It then discusses the services EY provides, including fundraising and M&A support, valuation, cost optimization, and deal execution. The document concludes with brief summaries of several client success stories where EY assisted with M&A transactions, financial due diligence, and other advisory services for media companies.
The presentation summarizes the buy proposal for J.P. Morgan Chase & Co. It introduces the company and its products/services such as investment banking, markets & investor research, treasury services, investment management, private banking, wealth management, and commercial banking. It discusses J.P. Morgan's consistency, resilience, and elite status in the banking industry. The presentation also covers opportunities for growth through expanding overseas, a wealth of opportunities in areas like emerging markets, and forecasts for the company.
Cheyne Capital is one of Europe's leading alternative asset managers. Cheyne Capital Management (UK) LLP is authorised and regulated by the UK FSA and, along with other parts of the group, is a registered investment adviser with the US SEC. Cheyne launched its first fund in 2000 and today manages net assets of approximately $5.5 billion across a diversified suite of products.
7.30.20 How to Do a Venture Capital Financingideatoipo
This document provides an overview and summary of a presentation on how to do a venture capital financing. The presentation covers what venture capitalists look for in investments and good investors, pre-round considerations, negotiating term sheets, deal documentation, the diligence process, closing and post-closing issues, and common pitfalls. The presentation is given by a venture capital and emerging growth company attorney and provides high-level information on each stage of securing a venture capital financing.
This document provides an overview of Taylor Wessing's banking and finance practice. Taylor Wessing is an international law firm with offices in Europe and Asia. Their banking and finance practice has extensive experience advising national and international banks, companies, investors and sponsors. They specialize in structuring and implementing financing transactions in areas like acquisition finance, corporate loans, project finance, and restructuring. Their international presence allows them to create tailored teams for cross-border deals.
The document is a 3Q16 institutional presentation that provides an overview of Pine including:
- History as a specialized corporate bank focused on long-term client relationships and customized products.
- Business lines of corporate credit, FICC (hedging instruments), and Pine Investimentos (capital markets).
- Strong credit origination process and track record with weekly credit committee meetings.
- Strategic partnerships with DEG and PROPARCO that provide long-term financing.
- Commitment to best corporate governance practices and social responsibility initiatives.
KAG Group is a prominent corporate advisory group and full-service investment banking company in the region. Within a decade, KAG has grown to engage more than 250 business houses and serve as a thought leader by seeking innovative solutions. KAG was conceptualized by a group of experienced professionals and provides bespoke solutions to client leaders in various industries based on its domain expertise in capital raising, advisory, and other corporate services such as CFO assistance, transaction advisory, audit, tax, and corporate law services.
The document introduces 10X GrowthPac, a new comprehensive package of tools, resources, and connections designed by 10X to help small and medium-sized businesses grow. It offers over $10,000 in value for just $1 per day. This includes online business training, networking opportunities, professional advice and coaching, seminars, and discounts. The package will be supported by a national network of accounting firms, lawyers, and coaches. It aims to fill a gap in government support for small businesses. Initial feedback from the 10X network is very positive about the opportunities it provides.
Banco Pine - Institutional Presentation 2Q12Banco Pine
This document provides an overview of PINE's history, business lines, and recent financial highlights. PINE has been in business since 1939 and focuses on providing financial solutions to large corporate clients in Brazil. It has four primary business lines: corporate credit, financial and commodity instruments, investment banking, and distribution. The document outlines PINE's ownership history and growth over time, with its corporate credit portfolio and shareholders' equity both increasing significantly in recent years.
The Collins Group is a boutique investment banking firm headquartered in Montreal with offices in Sweden and Brazil. It focuses on cross-border and cross-ocean transactions ranging from $5-100 million. The Collins Group provides customized corporate finance and M&A advisory services using its international network and experience across many industries. It prides itself on fully understanding its clients and enabling fast coverage of deals through its experienced team.
The document provides an overview of the services offered by DDR & Associates to help clients with corporate structure, financing, and transitioning to becoming a public company. It outlines a typical project timeline that includes preparing SEC filings, conducting audits and valuations, issuing stock, acquiring customers and production capabilities, and ultimately listing on a national stock exchange within 36-48 months. The goal is to help clients raise capital, complete acquisitions, and achieve market capitalizations of $200-400 million over the course of incubation and transition to becoming a publicly traded company.
DDR & Associates provides corporate structuring and financing solutions to growing companies. It assists clients in evaluating opportunities to raise capital through public or private means. The firm has experience helping both domestic and international clients conduct business. Its team includes legal, financial, and consulting professionals who work with clients to prepare targeted investment materials and access their extensive network to optimize funding opportunities. DDR typically works with development-stage companies that aim to go public within 3-4 years and generate sufficient earnings. It uses a blended public/private approach tailored to each client's needs and goals.
Sustainable and responsible investing (SRI) integrates environmental, social, and governance factors into investment decisions to improve long-term returns while also considering an investment's societal impact. SRI recognizes that non-financial issues can influence corporate performance and risk. Boardwalk Capital helps clients customize SRI portfolios through individual stocks, funds, and separate accounts to meet financial needs and personal values. SRI indexes have provided competitive returns with lower volatility than the broader market.
Sustainable and responsible investing (SRI) integrates environmental, social, and governance factors into investment decisions to improve long-term returns while also considering an investment's societal impact. SRI recognizes that non-financial issues can influence corporate performance and risk. Boardwalk Capital helps clients customize SRI portfolios through individual stocks, funds, and separate accounts to meet financial needs and personal values. SRI indexes have provided competitive returns with lower volatility than the broader market.
Timothy M. Meade is a highly skilled sales executive with over 20 years of experience in consultative selling, client relationship management, and business development. He has a proven track record of increasing sales revenues through identifying customer needs and presenting compelling value propositions. His areas of expertise include new client acquisition, strategic planning, and presentation/negotiation skills. Meade's professional experience includes roles as a Vice President at Bowne & Co. and MullinTBG, where he exceeded sales targets and developed over 100 new client relationships.
Meridian Corporate Finance LLP is an entrepreneurial advisory firm established in 2002 based in Southampton, UK. The firm specializes in mergers and acquisitions, disposals, fundraising, and ongoing strategic advisory work. Led by directors Michael Barcia and Darren Thompson, Meridian has completed over 20 deals in the past 3 years ranging from £5 million to £50 million. The firm prides itself on its hands-on approach and experience in evaluating deals from both a funder and buyer perspective to achieve the best outcome for clients.
Creative Solutions International and Midtown Partners & Co. provide a complete package of services to help small-cap companies raise capital, increase investor awareness, and grow their shareholder base and market capitalization. Midtown Partners offers broker-dealer licensing, private placements, and smaller IPOs, while Creative Solutions provides business analysis, strategy, marketing, and operations support. Their team has over 300 combined years of experience helping small companies go public and increase their valuation.
Creative Solutions International and Midtown Partners & Co. provide services to help small-cap companies raise capital, increase investor awareness, and improve their market capitalization. Their package includes broker-dealer services from Midtown Partners to facilitate private placements and underwritings, as well as management consulting from Creative Solutions International. They target companies with less than $500 million in revenue across various industries. The team leverages over 300 combined years of experience in investment banking, management consulting, and capital raising to help small-cap clients increase their shareholder base and valuation.
The document introduces Osborne Clarke & Progressive Intelligence as trusted advisory partners that provide services such as training, trusted advice, dispute mediation, and thought leadership to clients. They aim to add demonstrable value to transactions and help troubled programs. The services are refined over years of collaborative work across clients. They work with clients in different engagement models and sectors, with the goal of adding business value and benefits.
This document provides an overview of an investment bank and SEBI registered merchant bank called Resurgent. It offers various services including mergers and acquisitions, private equity, debt solutions, and enterprise risk management. The document highlights that Resurgent has over 100 professionals, has closed over 120 transactions totaling over $500 million, and has offices across multiple cities in India. It also provides details on its various service offerings and teams as well as examples of select transactions it has completed in sectors such as consumer, manufacturing, infrastructure, and life sciences.
Cross-Border Investment Webinar: What Angels Need to Know to Invest in CanadaBryan Watson
Hosted by the National Angel Capital Organization (NACO) in collaboration with the Angel Capital Association (ACA), this podcast addresses issues related to investing in high-potential Canadian companies and presents methods of structuring investments into such companies to ensure investors retain as much of their return as possible!
From the webinar hosted by Gowlings and Cooley discussing the issues of US investors investing in Canada.
http://naoangelinvestor.wordpress.com/2009/06/11/a-successful-webinar-on-cross-border-investment/
CreativeCap Advisors is a marketing and investor relations consultancy with extensive knowledge and expertise on the investment management industry. The firm works extensively with newly launched funds to more established managers in helping to solidify their market position and attract new capital. The breadth of service offerings is a testament to the firm’s 360° approach to marketing and investor relations. It is complimented by a dedicated team who are focused on bringing their clients’ business to the next level. The firm takes a holistic approach to reviewing each business and generates a cohesive strategy tailored to each specific client. Through our affiliate networks around the world, the firm excels at elevating and positioning each fund in becoming the most attractive to varying types of capital. CreativeCap Advisors at the core is a business designed to assist and integrate with investment management firms by working alongside C-level executives who are seeking to further expand their business.
Contact For More Information: Tyra Jeffries, Founder + CEO | tyra.jeffries@creativecapadvisors.com
BlackEagle Partners is a $175 million private equity fund that invests in lower middle market distressed and underperforming companies. It takes an operationally intensive approach to improve companies with enterprise values below $100 million and negative to $20 million EBITDA. BlackEagle focuses on investments where it can gain control through debt restructurings or equity investments and works with P-Tech Advisors to originate new deals. The fund's competitive advantage lies in its experience transforming distressed businesses through operational improvements in partnership with management teams and Caledonia Group.
Valuation is caveat emptor –buyer beware. More investors have lost more money because they overpaid for a stock than has been lost due to fraud. (Warren Buffett and Benjamin Graham = Value Investing)
Pioneer Equity Partners is a corporate finance boutique that provides M&A advisory, fund raising assistance, and due diligence services primarily to fast growing companies in Europe and the US with deal values over £10 million or funding needs over £1 million. The presentation introduces PEP's team of serial entrepreneurs with over 100 years of combined experience in areas like corporate finance, business development, and technology. It then outlines PEP's business model, credentials on past deals, and value proposition in helping clients access growth capital and markets.
Regency Capital Partners Marketing Jan 09Mark Hill
Regency Capital Partners provides strategic and financial advisory services including mergers and acquisitions, capital raising, and management consulting. The firm was founded in 2001 and leverages the expertise of its principals who have extensive experience with investment banks, law firms, and large corporations. Regency advises growing companies and assists with transactions, strategic planning, and new business formation and sales.
1. The Collins Group Inc.
Corporate Financing & M&A Advisors
Corporate Presentation
www.thecollinsgroup.com The Collins Group Inc. collinsgroup@securenet.net
2. The Collins Group Inc.
Corporate Financing & M&A Advisors
About Us
The Collins Group Inc. is a boutique investment banker founded in 1975,
headquartered in Montreal, with offices in Stockholm and Budapest, and
representatives elsewhere in Canada, USA and Europe
We provide customized services in corporate finance, M&A, strategic
partnering, and business planning
Collins Group personnel have significant experience across a wide range of
sector from “Natural Resources” to high technology such as Nanotechnology
We specialize in cross-border & cross-Atlantic transactions for public and
private clients in North America and Europe
We have a strong network of relationships in North America, Scandinavia,
elsewhere in Western Europe, Russia, Hungary, Bulgaria, Croatia, Australia,
Argentina, Brazil & Chile
We pride ourselves on deeply understanding the business of our clients:
technology, industrial process, sales & marketing, and their value proposition
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3. The Collins Group Inc.
Corporate Financing & M&A Advisors
Investment Banking and Relationship Solutions:
We Provide
Corporate financing and M&A advisory services to companies on agency
basis
Access to capital through network of corporate, venture capital and
private equity investment groups
Securing traditional equity and debt financing, as well as non-traditional
financing such as venture debt, joint venturing, corporate venturing, R&D
agreements
Identifying and negotiating strategic and channel partnerships
Strategic, “go-to-market” and business planning
"Bridging" management & marketing support to clients expanding
internationally
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Corporate Financing & M&A Advisors
Comprehensive Network
Comprehensive network of corporate,
venture capital and private equity companies
with personal links to many firms in Asia,
Europe, Canada, USA, & Latin America
Our proprietary database covers over 1,600
VC, PE, and corporate venturing groups
extending beyond USA and Canada to
Western and Eastern Europe, Middle East
and Latin America
This network and database provides
Excellent source of financing and M&A
candidates for energy projects
Identify and recruit Strategic Partners
for energy companies
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Corporate Financing & M&A Advisors
Current and Recent Engagements
Food: Initiated $7 million acquisition of Argentina company by North
American global specialty food products leader
Forest Products: Ongoing financing advisor to private North American
forest products company; currently arranging financing for $25 million
acquisition of timber resources
Nutritional Supplements: Engaged by North American industry leader
as transaction advisor on acquisition of a public European company;
transaction value €60 million
Technology: On behalf of Swedish bank, arranged $7 million sale of
Swedish IT company to North American publicly listed company
Medical Device: Engaged by Bulgarian Insurance firm to arrange sale of
their Dialysis consumables manufacturing unit.
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Corporate Financing & M&A Advisors
Expertise & Past Assignments
Applied software Medical Devices
Environmental systems Motion picture industry
Food processing Nanotechnology
Forest products Optics & Optical Components
Grain handling & storage Pharmaceuticals
Hydroelectric power Software development & apps
Life Sciences Steel Industry
Manufacturing Telecommunications
The Collins Group Inc. 6 Oct 2008
www.thecollinsgroup.com
7. The Collins Group Inc.
Corporate Financing & M&A Advisors
Strategic Relationships
We have working relationships with
large global investment banking
groups in Europe and North America
We have strategic relationships with
country-specific investment banking
organizations in Sweden, Norway,
Finland, Russia, Germany, France,
Spain and Australia
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Corporate Financing & M&A Advisors
Transaction Process
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Corporate Financing & M&A Advisors
Understand Business Discussions Closing
Understand Business
TCG team assigned to project
Learn client business and understand
strategy
Prepare materials for solicitation
Determine “collateral material” required
to support transaction discussions
Material and strategy reviewed with
client
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Corporate Financing & M&A Advisors
Understand Business Discussions Closing
Discussions
Identify & solicit potential investors and
strategic partners / acquisition targets -
“Targets”
Solicitation process designed to minimize
client involvement until Targets are fully
“qualified and interested”
Support client and meeting preparation for
interested Targets
Advise & assist in negotiating investment /
acquisition proposals, preparing for due
diligence
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Corporate Financing & M&A Advisors
Understand Business Discussions Closing
Moving Transaction to Closing
Client support and closing meeting preparation
Lead process to closing to ensure success and avoid delays
Advise & assist in
Negotiations & final due diligence
Advise & counsel on documentation
Working with lawyers & accountants to solve transaction problems
Ongoing transaction support such as debt renegotiation
Identify new opportunities
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Corporate Financing & M&A Advisors
Collins Fee Structure
Small front end preparation fee
Monthly retainer fees but only starts when Client & Target express mutual
interest
Success fees
Out-of-pocket expenses
Engagement: initial term 2 to 4 months
But Engagement may be cancelled at any time
“Trailers” if cancelled after solicitation started
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Corporate Financing & M&A Advisors
The Collins Group Team
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Corporate Financing & M&A Advisors
Current core team of 20 professionals
Montreal Ian Collins, Cliff Skarstedt, Bill Goodfellow
Toronto Dr. Gregg Van Volkenburgh, Bob Kilimnik
Ottawa David Mulcaster
Vancouver Dale Hunt
San Francisco Michael Avina
Boston Bill Starr
NYC / Philadelphia Patrick O’Connor
Sweden Harald Pousette, Leif Wallenhorn
France Andrew Cameron, Denis Lafeuille
Hungary Dr. Laszlo Gazdag, Tamas Laszip
Romania Anca Homorozeanu
Estonia Dr. Rein Ruubel
Bulgaria Yolian Ivanov, Viktoria Lobaiko 14
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Corporate Financing & M&A Advisors
North American Team
Ian Collins is the founder and CEO of The Collins Group. He has been active in investment
banking, mergers & acquisitions, project financing, and capital market consulting for 40 years after
graduating with a BA (Honors) in Economics & Political Science. Ian is the quarterback of
the TCG Team . Headquarters – Montréal, Canada
Michael Avina He has over 15 years of progressive experience in the telecommunications,
software and aerospace industries. He has proven ability to quickly master new technology, design
business strategies and develop a strong customer base. San Francisco, USA / St. Petersburg,
Russia
Patrick O’Connor His focus for the past 20 years has been the commercialization of
leading edge technologies. Patrick has extensive personal relations in biotechnologies an
pharmaceuticals, optics & photonics, MEMS and nano-technologies, and manufacturing
technologies. He also has contacts in agriculture and agro-food, oil and gas, plastics, mechanical
and automotive industries and semiconductors. NYC/Philadelphia Metro, USA
Bill Starr has 15 years of corporate finance, accounting & investor relations experience with
PricewaterhouseCoopers Alternative Investments Group and with Macquarie Infrastructure &
Specialized Funds Group. Los Angeles, California
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Corporate Financing & M&A Advisors
North American Team
Gregg Van Volkenburgh provides services to develop markets via strategic alliances,
support expansions of start-up companies, develop client relationships through direct selling,
expand manufacturing, secure government financial support, and gain equity financing. Gregg has
advanced degrees in computer science, optical physics, mathematics, and chemistry and has
wide industry and technology experience. Toronto, Canada
David Mulcaster A 35 year management career in public, private and academic sectors.
Experience in the development of partnerships, technology commercialization and company start-
up and incubation. Extensive international experience in government relationships and trade and
investment negotiations. Ottawa, Canada
Bob Kilimnik Bob brings extensive corporate debt experience including that in power
financing. With experience at two major Canadian life insurance companies he has participated in
almost 1000 corporate debt transactions. Waterloo, Canada
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Corporate Financing & M&A Advisors
Scandinavian Team
Harald Pousette Harald possesses a broad network of contacts engaged in the Nordic
private equity market, and has sourced engagements for The Collins Group in a range of sectors
including forestry, medical technology, food and information technology. Stockholm, Sweden
Leif Wallenhorn Leif has extensive experience in leading positions within marketing,
manufacturing, export and corporate finance. His focus for the past 13 years has been investor
relations and corporate finance. Leif has led a number of IPO s and private placements for clients
in various industrial sectors. Stockholm, Sweden
French Team
Andrew Cameron Drew" is the former Telecommunications Attaché and Science
Counselor at the Canadian Embassy in Paris. Previous to that he was with Communications
Research Centre in Ottawa and was a Vice-President of the Canadian Hospital Association(CHA).
He has had long and varied experience in development of industrial policy at an international
level. Paris, France
Denis Lafeuille, PhD in Physics; 35 years experience in technology and technology transfer.
Extensive contact network in research, industrial and technology development in France: high tech
SMEs, industry associations, industrial groups, research labs, government departments and agencies,
venture capital and private equity companies. Paris, France
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Corporate Financing & M&A Advisors
Central Europe Team
Lazlo Gazdag His task is to build on the initial TCG work in Hungary and Croatia and to
take The Collins Group into the other countries of Central & Eastern Europe. Laszlo has an
extensive technology background combined with considerable finance experience in banking and
asset management. Budapest, Hungary
Anaca Homorozeanu Anca'a background is in Banking, Economics and International
Trade. Additionally, through personal connections, she is well positioned for access across the
industrial sectors for both Romania and Bulgaria. Brasov, Romania
Radu Homorozeanu Radu has extensive industrial experience, and has a through
understanding of international business and negotiations. He has been involved / responsible for
large international contracts worth € millions / tens of millions. Brasov, Romania
Tamas Laszip With his extensive background in software and IT, he is working closely
with TCG software and IT clients throughout Europe. Tamas has nine years of full life cycle project
experience in SAP R/3 consulting, working more than six years on large implementations of a
global nature. Budapest, Hungary
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Corporate Financing & M&A Advisors
Russia / Baltic States
Rein Ruubel will be building upon and expanding the contacts already made in the Baltic
States, Estonia and Finland as well as exploring new opportunities with prospective clients. Rein
has an extensive technology knowledge and background with positions held in the private, public
and higher education sectors. Viimsi vald, Harjumaa, Estonia
Yolian Ivanov, Ph.D. from the Bulgarian Academy of Sciences,; Mr. Ivanov was a head of
department in the Privatization Agency, where he conducted investment promotion for Bulgarian
privatization projects. Extensive contact network in research, industrial and high tech SMEs, industry
associations, industrial groups, research labs, government departments and agencies, venture capital
and private equity companies. Sofia, Bulgaria
Viktoria Lobaiko, Holds an MBA from Tartu Ulkool as is an experience international marketer.
Her expertise is in Business Strategy, Brand Development, Strategic & Tactical Marketing. She has
worked with Skype, H-P and has an extensive network within the Balkans & beyond. Sofia,
Bulgaria
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Corporate Financing & M&A Advisors
Pulp & Paper Team
Bill Goodfellow, Bill has 40 years experience in the Pulp & Paper industry, including senior
woodlands positions at AVCell Pulp Mill, Avenor and Scott Paper. Bill has detailed knowledge of
woodlands and sawmills in Eastern Canada and Northwestern U.S. Bill holds Bachelor’s degree in
Forestry from University of New Brunswick. Bill’s experience includes:
Cliff Skarstedt Cliff has 40 years experience in the Pulp & Paper industry, including senior
business planning positions at International Paper, Canadian Pacific Forest Products, Domtar and
Avenor. In the past five years Cliff has been a consultant to Governments and major international
Pulp & Paper companies. Montréal, Canada
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Corporate Financing & M&A Advisors
Presentation to
Thank You
The Collins Group Inc.
www.thecollinsgroup.com
collinsgroup@securenet.net