HOME ABOUT US SERVICES Unconflicted. ArkMalibu is one of the only Mergers & Unorthodox. Acquisitions advisory firms that focuses exclusively on sell-side transactions. Unrelenting. A PROMISE YOU CAN BANK ON: 01. 02. LOYALTY TO YOU IS SENIOR-LEVEL SERVICE OUR LIVELIHOOD. IS OUR STANDARD. You need a team you can trust to deliver extraordinary Would you trust a junior-level banker to execute the most sig- value, not a conflicted bank that may not bring you the nificant financial and personal transaction of your lifetime? best offers. ArkMalibu represents sellers. Unlike traditional That’s the kind of service you can expect from other banks. investment banks who have repeat business with buyers, we’re Instead, ArkMalibu’s clients receive care and attention from not incentivized to encourage you to accept less than your our senior-level advisors and principals—a former CEO of company’s true maximum value because of future opportunities two public companies, experienced Wall Street bankers, and to represent those same buyers. Would you sell your company former executives at Deloitte, GE, Nestle, Loewen, P&G, and for a price based on average industry multiples of revenues or SAB Miller. Moreover, we understand that even though you’re EBITDA, utilizing an investment bank that doesn’t push for selling your business, you still need to run it. Our time is your the highest possible value because of its conflicts? We believe time. From analysts to principals, our team remains present sellers shouldn’t settle. We are in your corner—many banks and available throughout the process. stand in the middle and play both sides. 03. 04. OUR UNRIVALED STRATEGY WE ARE ANCHORED TO SELLS YOUR STORY. INCREASING YOUR VALUE Our approach to achieving higher multiples than traditional While others will leave you adrift, ArkMalibu is tied to your investment banks includes understanding, capturing and destiny; we are anchored to the goal of bringing you unpar- communicating your company’s culture—the asset that can’t alleled value while balancing the interests and navigating the be duplicated. Other banks will either bypass devoting time personalities of the people involved. With so many affected and effort to understanding your secret sauce, will minimize and so much at stake, selling a business requires almost as its importance to your value drivers, or will not even much EQ as IQ. With our depth of experience and intimate understand the concept in the first place. Combined with understanding of the human dynamics at play, we coach you a rigorous evaluation of your company’s current and future through challenges and help you avoid emotional pitfalls so operational, customer, and financial strengths, our proprietary you can enjoy your well-deserved prosperity. Four Boxes Analysis delivers prospective buyers a compelling investment story with undeniable upside. We work to identify buyers whose goals and values align with yours, negotiating tirelessly on your behalf in order to complete the deal with the best partner. WWW.ARKMALIBU.COM E: [email protected] T: 513-583-5413 F: 513-618-6054 © 2019 ArkMalibu. All Rights Reserved. 01 HOME ABOUT US SERVICES We’re not like other banks—we don’t have conflicted business relationships with About Us buyers, leaving our senior advisors and principals unhindered and unyielding in their pursuit of your goals. From first meeting to dry ink, we are dedicated to exceeding your expectations and surpassing industry valuation benchmarks during one of life’s most prodigious events. Selling a company requires both psychological intelligence and financial rigor, and that is ArkMalibu. We’re a steady ship in stormy seas—here to guide you through uncharted territory with experience, integrity, and confidentiality at every turn. LEADERSHIP RENE ROBICHAUD istration. He also received his MBA University, Peter began his career at An- from Harvard Business School. Rene has dersen Consulting in Los Angeles, mov- CHAIRMAN AND PARTNER been married to Karen since 1984 and ing quickly into Corporate Development [email protected] they have two adult children. Rene en- roles at Nestlé USA and The Loewen Rene is Chairman and Partner at Ark- joys reading, travel, hockey, golf and is a Group. Peter obtained his undergradu- Malibu. He has helped hundreds of com- PCA driving instructor. ate business degree Magna Cum Laude panies think strategically and become from John Brown University. more successful. Rene has been presi- PETER KUBASEK dent and CEO of two public companies Peter is a member of the national Young FOUNDER & MANAGING PARTNER for a total of 10 years. Most recently, Presidents’ Organization, the Cincinnati [email protected] he served as the president and CEO of Association for Corporate Growth and Layne Christensen (a NASDAQ compa- Peter Kubasek is Founder and a Manag- the Business Growth Alliance Affiliate ny). Prior to that, he served as president ing Partner of ArkMalibu. Peter has been Board. He is the former President of the and CEO of NS Group (NYSE), which closely involved in more than 500 merg- Cincinnati ACG. He has also served with he helped grow from a $150 million en- er and acquisition projects ranging from the boards of several local charitable or- terprise to a $1.5 billion company. As an $2 million to over $1 billion in sales rep- ganizations and has volunteered in a va- investment banker for 15 years, he has resenting billions in transactional value. riety of service endeavors. Peter and his wife Maryam have been married more worked on capital raising and strategic Peter brings a vast background of knowl- than 30 years and have two sons, Hud- transactions involving many industrial edge and understanding to every en- son and Luke. They live in Loveland, and natural resource companies around gagement in which he is involved. His Ohio. Having grown up in Vancouver, the world. success stems from his ability to iden- British Columbia, Peter has a great love tify the core needs of his clients, devel- As Managing Director of Salomon Smith for the game of hockey and has coached oping creative solutions and applying Barney based in New York, Rene held his sons and other local youth. various corporate finance roles including sound analytical and negotiating skills to each engagement. He has advised cli- co-head of global metals & mining prac- JIM ELLERHORST tice, head of steel practice and head of ents on preparing for exit, valuations, SENIOR ADVISOR paper & forest products practice. He was divestitures and financing options in a [email protected] also a Principal in Corporate Finance at variety of areas including 3D printing, Morgan Stanley based in New York. technology, services firms, communica- Jim Ellerhorst is a professional services tions, manufacturing, consumer package executive and board member skilled in He is a magna cum laude graduate of the goods and distribution. achieving superior growth and talent de- University of Ottawa, where he received velopment. For 37 years at Deloitte, he his bachelor’s degree in business admin- After earning an MBA from Pepperdine WWW.ARKMALIBU.COM E: [email protected] T: 513-583-5413 F: 513-618-6054 © 2019 ArkMalibu. All Rights Reserved. 02 HOME ABOUT US SERVICES ARKMALIBU TEAM BIOS distinguished himself as a business leader DOUG BRODMAN vestment. and advisor to board members, CEOs, SENIOR ADVISOR Doug also served on the executive com- and senior executives. [email protected] mittee and board of Miller Brewing As Managing Partner at Deloitte for 12 Doug Brodman is a Senior Advisor at Company as Senior Vice President while years, Jim simultaneously served as Re- ArkMalibu. An executive with Miller leading the Sales & Distribution func- gional Tax Managing Partner for eight Brewing Company and SABMiller for tions at Miller. He developed and led cities and Office Managing Partner for 17 years, Doug Brodman is known for the strategic direction of Miller Brewing the Cincinnati and Kentucky offic- growing businesses facing stalled growth Company Sales and worked on the di- es, delivering revenue of $160 million. or in mature markets, and for deliver- vesture of Miller and further integration As Lead Client Services Partner for eight ing company-leading profits, driving of the business after its acquisition by years, he was responsible for assembling top-line growth, and implementing in- SABMiller. and leading multi-functional teams, sight-based decision-making. Before joining Miller, Doug held sales, quality and risk management, financial marketing, and P&L roles at both the performance, and client satisfaction. In his most recent position as Vice President, Strategy for Latin Ameri- Stroh Brewery Company in Detroit, and Jim’s industry experience includes the ca, Doug led strategy development for Heineken USA in New York. Currently, consumer products, retail, manufac- SABMiller’s largest and most profitable Doug is a Board Member of VitalVio, a turing, media, and healthcare industry region, where he focused on portfolio healthcare solutions company based in sectors. He’s well-versed in audit com- development, redefining the commer- Troy, NY and the Melanoma Research mittees and implementation of Sar- cial strategy, and developing insights Foundation (non-profit) in Washington banes-Oxley regulatory requirements, and other tools to improve execution DC. Doug earned a Bachelor of Science working with technical partners to de- and management. Previously, Doug was in Management from St. John’s Univer- liver business strategy, technology adop- Commercial Director, Europe, where he sity and has an MBA from Hofstra Uni- tion, innovation, and tax planning, and created a “Winning in Europe” strat- versity. He lives in Bonita Springs, Flori- working with middle market companies egy that centralized the commercial da, with his wife Terry. to raise capital in equity/debt markets sales and marketing strategy across ten through IPOs and security placements, independent national business units NATHAN ESTRUTH as well as completing M&A transactions.