Financial Services�Corporate Overview

Institutional Presentation to:

The Firm provides assistance to the shareholders in the M&A, fundraising, fairness opinions, restructurings and select corporate finance needs of their businesses.

We offer World Class investment banking services, have in depth knowledge of the markets, profoundly understand the industries where our clients participate, and have access to a large base of global strategic investors.

We use the most advanced financial technology in our analysis, as well as efficient processes which allow us to reach our clients´ strategic goals in a fast and low cost fashion. We understand each of our client's specific needs for any given situation, allowing us to offer custom made services for their every need.

We understand that shareholders sometimes do not have a pre defined M&A strategy for their companies. We work alongside with our clients from the earliest phases of a project, prior to strategic decision making, evaluating investment projects, structuring M&A strategic plans, valuing their operations, issuing fairness opinion letters, and determining the optimal capital structure, all to maximize value to the shareholders.

Company Description

Equity Capital Raising

Capital Restructuring, Securitizations

Mergers and Acquisitions

Joint Ventures Strategic Alliances

Debt Advisory

Capital Raising

Structured Finance

We advise buyers, sellers, borrowers, lenders and investors.

Our Services

Merger and Acquisitions

M&A Advisory

BI’s M&A advisory team is committed to providing clients with high quality independent advice and transaction execution capabilities, including mergers, acquisitions, and divestitures.

Our mergers and acquisitions practice focuses on advising both public and private companies and other global institutions, with a particular emphasis on the US market and Latin America.

Acquisitions

For the shareholders of a company an acquisition is a material decision to advance the life of their business.

By hiring BI, the acquisitive company will find a large range of suitable local and overseas target businesses, execute the deal on timely and efficiency basis, avoid many mistakes and therefore will be steps ahead of its competition.

Sell Side Advisory We understand the deal process. We know the relevant market industries and have databases of transaction comparables. This ensures that we understand values in any given market; this ensures that a deal proceeds smoothly by creating an exit strategy that will maximize value to you the seller.

To position the business for sale, we:

•  Establish the Value •  Prepare a Confidential Descriptive Memorandum •  Advise on Deal Structure •  Maximize Exposure to Buyers on a Confidential Basis  •  Screen Potential Buyers and Advise on Financing •  Negotiate the Transaction •  Maintain Confidentiality Throughout the Process •  Close the Deal

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Fairness Opinion We help business owners, boards of directors, special committees and companies fulfill their fiduciary responsibilities — providing them with comprehensive analyses and unbiased opinions about the financial fairness of pending transactions.

Our intellectual rigor and wide-ranging financial expertise position us as a trusted advisor for clients worldwide.

We’ve been valuing companies and their underlying securities for years, in some of the most complex situations, and in virtually every type of change-of-control transaction, including:

•  Affiliate and insider transactions •  Related-party transactions •  Spinoffs •  Synergistic mergers •  Transactions involving competing offers •  Down-round financings

Mergers Mergers represent a lifetime challenge for the shareholders of a company.

When BI represents a client on a merger strong emphasis is placed on identifying the ideal target candidate for our client, and once identified strong emphasis is placed in quantifying the financial value of the synergies that result from the merger.

The Firm’s experience in mergers facilitates maximizing value for the shareholders, minimizing disruptions for the day to day operation of the business and maintaining the confidentially of the objective at all times.

Corporate Finance Services

We take hands-on approach to helping you stabilize your business and indentify new opportunities to make sustainable changes to your strategy, operations and finances.

Corporate Finance Services

Construct your business plan identifying the key

drivers that support your business

Develop Financial Models to show the

economical benefits and financial indicators.

Deliver Financial and operational reporting

package to support the needs of the company

Sort out your cash position, help get debt off your balance sheet and deal with financial

issue.

Identify assets that are not working as well as

they might and enhance or divest them.

Look at people, business unit and

supply chain efficiencies to help you capitalize on the really valuable parts of the

company

Debt Advisory

Beamonte Investment dedicated Debt Advisory Bankers specializes in raising senior debt, second lien debt, mezzanine financing and equity capital for corporate and private equity clients. 

Our Debt Advisory Bankers has extensive experience raising debt and equity capital to finance leveraged buyouts, acquisitions, recapitalizations, refinancings, management buyouts, and shareholder dividends.   Our process includes:

•  Performing a comprehensive financial analysis of the transaction •  Helping you determine an optimal capital structure •  Creating a compelling offering memorandum •  Prepare marketing materials for potential investors •  Locating the right institutional lenders and investors •  Assisting with documentation and closing

Restructuring Special Situations Advisory

Beamonte Investments Restructuring and Special Situations Bankers has extensive experience advising businesses and their constituencies during periods of financial challenge or unique circumstances.

We help our clients solve their problems in a challenging, typically time-sensitive environment.   By having Beamonte Investments design and implement uniquely tailored solutions, our clients and their key constituencies are able to resolve their issues in a timely and effective manner.

•  Our services include the following: •  Negotiating with the current lenders and/or investors to restructure a

balance sheet •  Raising new debt or equity capital •  Completing a value-maximizing sale in an efficient manner

Contact

Boston 711 Atlantic Av. �Boston, MA 02111�T.  617.275.8960 �F.  617.292.2300