FIRM OVERVIEW Bridgepoint Investment Banking is a market-leading boutique investment bank that serves clients over their corporate lifecycles by providing capital raising and M&A advisory services. Bridgepoint serves clients globally across a range of focus sectors.
CAPITAL RAISING Business Services Recapitalization Ownership liquidity Consumer & Retail GEOGRAPHIC Growth capital FOCUS AREA Refinancing Energy Acquisition financing OFFICES Financial Services Leveraged finance & Institutions
M&A Healthcare WHY BRIDGEPOINT
Sell-side M&A advisory INTEGRITY Impact Corporate divestitures REAL EXPERTISE & EXPERIENCE Buy-side M&A advisory Industrial & Manufacturing WALL STREET PROCESS Management buyouts ACCOUNTABLE / LOCAL Cross-border M&A Real Estate DEEP CONNECTIVITY TYPICAL CLIENT SIZE Software & TENACITY Technology Enterprise values of $20 IMPACT Trucking & million to $500 million Transportation
SENIOR LEADERSHIP
Matt Plooster Wm. Lee Merritt Gary Grote Mike Anderson Managing Managing Managing Managing Director Director Director Director
Adam Claypool Joe Liss Natasha Subhash Managing Managing Plooster Marineni Director Director COO Vice President
OMAHA OFFICE DES MOINES OFFICE LINCOLN OFFICE DENVER OFFICE 450 Regency Parkway, Suite 300 666 Walnut Street, Suite 1720 816 P Street, Suite 200 140 Hurd Lane Omaha, NE 68114 Des Moines, IA 50309 Lincoln, NE 68508 Avon, CO 81620 402.817.7901 515.325.7615 402.817.7900 877.315.2931 bridgepointib.com In order to offer securities-related Investment Banking Services discussed herein, to include M&A and institutional capital raising, certain representatives of Bridgepoint Investment Banking are registered representatives of M&A Securities Group, Inc., an unaffiliated broker-dealer and member FINRA/SIPC. This entity is not affiliated or associated with, authorized or sponsored by Bridgepoint Advisers Limited. 2 $102 BILLION OF COMPLETED TRANSACTION EXPERIENCE
USD60 million USD45 million USD33 million USD13.4 million USD200 million USD428 million Equity & debt capital Uni-tranche financing Senior and Bridge debt and raise to support Convertible notes Follow-on public Global Financing for dividend subordinated equity capital raise management offering equity offering recapitalization acquisition financing acquisition Sole Financial Arranger Sole Financial Arranger Sole Financial Advisor Sole Financial Arranger Sole Bookrunner Joint Bookrunner Joint Bookrunner
USD2.0 billion USD375 million USD1.9 billion USD12 billion Preferred stock Growth equity capital Senior secured credit Senior secured credit Senior secured credit offering DIP financing Equity capital raise raise facilities/senior notes facilities facilities/ senior notes
Joint Bookrunner Financing Arranger Joint Bookrunner Joint Bookrunner Financial Advisor Joint Bookrunner Financial Advisor
USD3.0 billion USD200 million USD215 million USD300 million USD700 million USD1.3 billion USD575 million Advisor and participant in new senior credit facilities Bank and high-yield Dividend Senior secured credit Secondary equity utilized to finance $540 Senior guaranteed bond comprehensive Senior notes offering recapitalization facilities offering million acquisition of Gulf notes debt refinancing States’ Paperboard and transaction Packaging Business Joint Bookrunner Joint Bookrunner Joint Bookrunner Joint Lead Bookrunner Financial Advisor Joint Bookrunner Joint Bookrunner
USD3.6 billion USD1.0 billion USD210 million USD20 million USD500 million USD800 million Senior and subordinated Joint Lead Arranger of acquisition financing to financing for MDP’s Follow-on equity High-yield bond Preferred stock Bank and high-yield Bank and high-yield support purchase of Austin leveraged acquisition of
CAPITAL RAISING Complete Nutrition Boise Cascade’s forest offering offering offering bond refinancing bond refinancing products operations Sole Financial Arranger Financial Advisor Senior Co-Manager Co-Manager Sole Bookrunner Joint Lead Bookrunner Joint Lead Bookrunner
USD550 million USD250 million USD2.2 billion USD300 million EUR1.5 billion USD1.4 billion USD99 million Senior secured credit facilities New revolving credit New senior secured Initial public offering Senior notes USD675 million facility and senior Initial public offering Initial public offering credit facilities Senior notes offering notes offering Administrative Agent & Joint Bookrunner Co-Manager Joint Bookrunner Sole Global Coordinator Joint Lead Arranger Joint Bookrunner Joint Arranger & Joint Arranger
USD300 million USD765 million USD7.9 billion USD150 million USD266 million Not Disclosed USD1.9 billion
Senior secured credit Financing provider for Senior secured credit facilities (financing for Weyerhaeuser’s hostile High-yield bond Bridgepoint Monroe Senior secured credit Exit financing facilities facilities LKQ’s acquisition of top take-over of Willamette offering Capital Investors, LLLP facilities competitor) Industries Lead Bookrunner Joint Bookrunner Joint Bookrunner Financial Advisor Co-Manager Sole Bookrunner Sole Bookrunner & Sole Financial Advisor
USD1.63 billion USD811 million HAS BEEN ACQUIRED BY Buy-side Advisor on HAS BEEN ACQUIRED BY HAS BEEN ACQUIRED BY Buy-side advisory on Sell-side Advisor to HAS BEEN ACQUIRED BY acquisition of acquisition of metal Austin Complete selected Auto foundry Nutrition Dealerships Sole Financial Advisor Sole Financial Advisor Sole Financial Advisor Sole Financial Advisor Lead Financial Advisor Sole Financial Advisor Financial Advisor
Sell-side advisory on USD425 million USD1.2 billion USD5.7 billion Buy-side Advisory on Buy-side Advisory on sale to Absolute HAS BEEN ACQUIRED BY HAS BEEN ACQUIRED BY Buy-side Advisor on Buy-side Advisor to acquisition of diesel acquisition of Software acquisition of food private equity remanufacturing European automotive processing company consortium business supplier
Sole Financial Advisor Financial Advisor Sole Financial Advisor Financial Advisor Financial Advisor Financial Advisor Sole Financial Advisor
Liquid Container, L.P. USD160 million USD568 million USD1.3 billion USD460 million USD516 million USD15 billion Joint venture with HAS BEEN ACQUIRED BY HAS BEEN ACQUIRED BY HAS BEEN ACQUIRED BY HAS BEEN ACQUIRED BY Ilim Pulp Sole M&A Advisor on acquisition of Wood Sell-side Advisor
M&A products assets
Lead Financial Advisor Sole Financial Advisor Sole Financial Advisor Sole Financial Advisor Sole Financial Advisor Sole Financial Advisor Financial Advisor
USD861 million USD1.2 billion EUR5.1 billion Buy-side advisory and HAS BEEN ACQUIRED BY HAS BEEN ACQUIRED BY HAS BEEN ACQUIRED BY Sell-side Advisor and Lead Buy-side Advisor Sell-side Advisor to acquisition financing Buy-side acquisition and Lead Arranger private equity group for management financing on the sale of Motor buyout Coach Industries Buy-Side Sole Financial Advisor Sole Financial Advisor Sole Financial Advisor Sole Financial Advisor Financial Advisor Lead Financial Advisor Sole Financial Advisor
The selected list contained herein represents selected transactions completed by USD1.7 billion Bridgepoint principals while associated with Sell-side Advisor to USD105 million USD90 million HAS BEEN ACQUIRED BY Sell-side Advisor and Visteon on the sale of Bridgepoint Investment Banking, as well as Acquisition of Buy-side acquisition Acquisition of its European business securities transactions on which they advised commercial bank financing commercial bank to private equity in their capacity as investment bankers consortium registered with various broker-dealers. Sole Financial Advisor Acquisition Advisory Sole Financial Advisor Acquisition Advisory Sole Financial Advisor 9