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Buyer Services with New Findersindexf BBUUYY SSIIDDEE SSEERRVVIICCEESS Valufinder Group, Inc. 95 Horatio Street Suite 301 New York, New York 10014 USA Telephone: 212-243-1133 Fax: 212-243-1838 Email: [email protected] www.valufindergroup.com Copyright © Valufinder Group, Inc. 2004. All rights reserved. ABOUT VALUFINDER 1 At A Glance 2 Our Team 3 Referrals 6 Careers 9 FOR BUYERS 10 Problems Buyers Face 11 The Valufinder Solution 12 Valufinder’s Methodology 13 Data Accumulation 14 Matching Buyers and Sellers 16 Completing Transactions 17 Partial Client List 18 RETAINED SEARCHES 19 The Valufinder Difference 20 Initial Stage 21 Candidate Identification 22 Candidate Contact 23 Additional Information 25 NEWS & TRANSACTIONS 26 Selected Transactions 27 Case Studies 31 Company News 42 Press Releases 43 CONTACT US 46 For over a quarter century, buyers and owners in the middle market have relied on Valufinder's experience and acumen to reach the goal Valufinder is clearly the most of a fair and equitable transaction. At Valufinder, we take the time to talented and prolific deal initiator I've worked with in my career. understand the objectives of the owner and the acquisition criteria of Valufinder Group is distinctive the buyer, in order to provide realistic and appropriate opportunities, because of their intelligence and creativity in developing proprietary while striving to give honest, intelligent and objective advice. ideas. They are tireless. I can't think of anyone better at origination than Valufinder. We respect and appreciate the initiative, hard work, risk and sacrifice - John D. Howard Chief Executive Officer necessary to build any organization, as well as the emotional ties that Bear Stearns Merchant Banking an owner has to the business. We are successful because we gather information on the history, current circumstances, motives and objectives that the owner and buyer bring to the discussions. By examining these factors, we anticipate, avoid or solve potential problems. As an intermediary, we create a road map, free of obstructions, which paves the way for a successful transaction. Valufinder's professionals, with over 125 years of collective merger and acquisition, and financing experience, provide the analysis, perception and creative thinking to foster the right solution for both buyer and owner. At Valufinder, we pride ourselves on two abiding principles: trustworthiness and commitment. First, we believe, without exception, that buyer and owner are entitled to complete confidentiality. Second, we are devoted to the needs of the buyer and owner in facilitating a mutually fair and acceptable transaction. Both principles are the foundation of our professional relationships and conduct. Our reputation rests on them. They are not just part of our business; they ARE our business. -1- Copyright © Valufinder Group, Inc. 2004. All rights reserved. The Firm — Since 1979, Valufinder Group, Inc. (Valufinder), a boutique investment banking firm, has been providing corporate transaction advisory services for mergers and acquisitions, and corporate financings to both owners and buyers in the middle market. Policy — Valufinder's core policy is to help ensure a fair and equitable transaction. We never try to convince either the owner or buyer to do a transaction, but to present the facts, as best as we know them, and let the parties decide what is right for them. Clients — Valufinder's clients are highly respected corporations (both public and private) and buyout firms who have come to trust our ability to generate liquidity events, and proprietary deal flow that is outside the usual auction environment. Both owner and buyer appreciate the confidential conversations, where the owner's options are fully explored and understood before any final decision is made by either side or, if ever, announced to the outside world. Professional Staff — Valufinder's professionals have over 125 years of combined transaction experience. They are dedicated to providing the owner and buyer with perceptive and wise counsel. For our team the needs of the owner and buyer are always the first priority. Transaction Parameters — Acquisition candidates are typically companies with revenues between $10 and $500 million, with Adjusted EBITDA between $2 and $75 million. Valufinder also works extensively with companies that are in a 'turn-around' mode. Financing candidates are normally companies with an Adjusted EBITDA of between $5 and $40 million. Valufinder also works with companies that have problems that require unique solutions. Transactions — Valufinder's professionals, at the firm or in their earlier careers, have successfully initiated over 150 completed transactions in a variety of industries, with an aggregate seller's enterprise value in excess of $7.5 billion. -2- Copyright © Valufinder Group, Inc. 2004. All rights reserved. Jay M. Aidikoff, Managing Director, is the founder of Valufinder Group Inc., and the driving force behind Valufinder's initial 50 plus transactions None of us is as smart as all of us together. totaling over $3.5 billion. Jay founded Valufinder in 1979, following his - Anonymous investment banking career in corporate development at Merrill Lynch, where he dealt with some of the largest private corporations in North America. Jay is a graduate of American University. Jay can be reached at: [email protected] Albert J. Macchioni, Executive Vice President, has led M&A and financing transactions at Lehman Brothers, Swiss Bank and Price Waterhouse, and participated in LBOs as agent and principal at Shea, Paschall & Macchioni, an affiliate of Hambros Bank USA. Most recently Al was CFO at two startups. In addition to developing transactions, Al is responsible for assisting in administration and managing the professional staff at Valufinder. Al is a summa cum laude graduate with a B.A. from Yale University and a J.D. from Yale Law School. He was also a Fulbright Scholar at the London School of Economics. Al can be reached at: [email protected] Sherri E. Yingst, Vice President of Research, has provided research and related services to Valufinder Group since 1993. Prior to joining Valufinder, Sherri provided financial research to a broad spectrum of companies and institutions, including The Interpublic Group of Companies, TIAA-CREF and Columbia University. Sherri has a B.A. from the State University of New York and an M.B.A from the Fordham University Graduate School of Business. Sherri can be reached at: [email protected] (Our Team - Continued next page) -3- Copyright © Valufinder Group, Inc. 2004. All rights reserved. Vincent R. Auty, Vice President, has worked as a senior corporate executive since 1975, most recently as CEO for Solutions For Business, a management consulting firm specializing in profit/process optimization and turnarounds. Vince has managed or consulted for numerous companies, including Nestle, Tootsie Roll, Unilever, Swift Foods, Leo Burnett Advertising, WAFRA Financial and Churchill's Restaurants. Prior to Solutions For Business, he was President of Clearfield Cheese Company and J.H. Filbert developer of "I Can't Believe It's Not Butter". Vincent holds a B.S. from Columbia University and an M.B.A. from the University of Chicago. Vincent can be reached at: [email protected] Philip L. Berliner, Vice President, has served as a senior vice president of corporate finance at Zanett Securities, a private investment company, where he specialized in the origination, structure, and private placement of equity in public companies. Prior to that, he was responsible for investment decisions affecting the performance of a small private equity fund. Philip began his career in finance at Drexel Burnham Lambert before joining Paine Webber as a derivatives strategist and then as an equity analyst. Philip holds a B.A. in Economics from Boston University, was a visiting student at Harvard University, and received an M.B.A. in Corporate Finance from Fairleigh Dickinson University, where he graduated with honors. He is a CFA (Level 2) candidate. Philip can be reached at: [email protected]. David M. Booth, Vice President, has been an owner, manager and investor in a number of privately held businesses. His entrepreneurial sales and management career started in the 1980's and involved the selling of small to midsize businesses. David has also overseen thousands of ownership transfers nationwide with VR Business Brokers as a Regional Director. Most recently, he was Director of Business Development for Heineken USA's Specialty Division, where he was involved in rapid growth management with the acquisition and introduction of international brands into the American market. David has a B.A. in Biology form Southern Methodist University and an MBA from Babson College focused in Marketing and Entrepreneurship. David can be reached at: [email protected]. Patrick T. Cavanagh, Vice President, is a seasoned middle-market Mergers and Acquisitions banker, having successfully closed M&A transactions worth over $550 million in value while at The Geneva Companies, Inc. and at his own firm, ARG Advisors. Prior to Geneva, Patrick spent seven years with the Perrier Group of America in a variety of financial positions, including Division Finance Manager. Before Perrier, he worked as a Senior Auditor with KPMG Peat Marwick. Patrick graduated Magna Cum Laude from Siena College in Albany, New York with a BA in accounting and received his MBA from Fordham University in New York. He also earned his Certified
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