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Mergers & Acquisitions . Capital Raising . Financial Opinions & Valuations . Restructuring & Bankruptcy
5Overview of Western Reserve Partners LLC
Mergers & Acquisitions . Capital Raising . Financial Opinions & Valuations . Restructuring & Bankruptcy
Overview of Western Reserve Partners LLC
Customized Solutions. Superior Execution. Unparalleled Results.
Each engagement is tailored to our client’s specific objectives and relevant market dynamics. Thoughtful advice, keen market insight and well-crafted transaction processes have resulted in over 80% of our sell-side engagements closing at valuation ranges that meet or exceed expectations.
As a private partnership, we have the benefit of being able to put the long-term interests of our clients ahead of short-term financial gain. As a result, we provide our clients with the thoughtful, unbiased advice and excellent execution that results in exceptional outcomes and a high level of client satisfaction. Many of our client relationships have spanned a decade or longer, and several clients have entrusted us with multiple engagements. Closing Purchase Price vs.
Valuation Expectations
▪ Sales and Divestitures ▪ Acquisitions ▪ Mergers, Joint Ventures and Strategic Partnerships ▪ Operating Partnership (“O.P.”) Unit Exchanges
▪ Refinancing and Recapitalization ▪ Growth Capital ▪ Acquisition Financing ▪ Credit Tenant Lease (“CTL”) Transactions ▪ IPO Advisory
▪ Fairness Opinions ▪ Solvency Opinions ▪ Valuation Services*
▪ Refinancing or Replacement of Existing Indebtedness ▪ Out-of-Court and Section 363 Sales ▪ Advisory Services in Chapter 11 Cases
Mergers & Acquisitions
Financial Opinions & Valuations Restructuring and Bankruptcy
Capital Raising
* Provided by Western Reserve Valuation Services (located in Columbus, OH)
Western Reserve Partners LLC provides M&A, capital raising and other financial advisory services to middle market companies across a focused set of industry verticals, including industrial, business services, consumer, healthcare, technology and real estate. We deliver thoughtful advice, keen market insight and superior execution to our clients, both nationally and internationally, and our managing directors average nearly 30 years of experience and have directly executed more than 600 transactions throughout their careers.
www.wesrespartners.com
Within Range39%
Below Range15%
Above Range46%
Mergers & Acquisitions . Capital Raising . Financial Opinions & Valuations . Restructuring & BankruptcyMergers & Acquisitions . Capital Raising . Financial Opinions & Valuations . Restructuring & Bankruptcy
2 Overview of Western Reserve Partners LLC
Mergers & Acquisitions . Capital Raising . Financial Opinions & Valuations . Restructuring & Bankruptcy
Fortune 1000 & International ExperienceWestern Reserve’s professionals have provided financial advisory services to and/or negotiated with many Fortune 1000 and large international companies. We bring the benefits of hundreds of years of investment banking experience to our middle market clientele.
Focused Industry Verticals
Global Reach
Distribution Real Estate
Automotive Business & Industrial Sevices Capital Goods
Chemicals, Plastics & Packaging
▪ Coatings & Sealants ▪ Commodity & Specialty Chemicals ▪ Plastics ▪ Specialty Materials ▪ Containers & Packaging
▪ Industrial Machinery ▪ Construction & Farm Machinery ▪ Heavy Trucks & Industrial Vehicles ▪ Process & Flow Control Equipment ▪ Machine Tools & Factory Automation
▪ Real Estate Private Equity ▪ Real Estate Operating Company Advisory ▪ Resort, Leisure & Timeshare ▪ Credit Tenant Lease
▪ Business Process Outsourcing ▪ Facilities, Maintenance & Repair Services ▪ IT Services ▪ Marketing Services ▪ Staffing & Employment Services
Affiliate Investment Banking Firms
World Services GroupM&A International
Western Reserve believes that access to international purchasers, sellers and investors is fundamental to maximizing value for our clients. This is why we are members of M&A International Inc., the world’s largest alliance of investment banking firms, as well as World Services Group, a global consortium of middle market focused law firms and other advisors. These networks provides us with direct access to corporate buyers and investors outside the U.S., where culture, language and time zone differences play significant roles in transaction processes and outcomes. Western Reserve’s professionals have completed more than 40 corporate finance transactions involving non-U.S. companies, primarily from Europe and Asia.
▪ Consumer ▪ Industrial ▪ Technology ▪ Healthcare ▪ Transportation & Logistics
▪ Aftermarket ▪ Air & Fluid Systems ▪ Electrical Systems ▪ Steering & Suspension ▪ Powertrain ▪ Dealers ▪ Commercial & Offroad Components
Mergers & Acquisitions . Capital Raising . Financial Opinions & Valuations . Restructuring & Bankruptcy
3Overview of Western Reserve Partners LLC
Mergers & Acquisitions . Capital Raising . Financial Opinions & Valuations . Restructuring & Bankruptcy
The Western Reserve Team
Western Reserve’s managing directors average nearly 30 years of experience and have collectively executed more than 600 transactions during their careers. The firm’s professionals are experienced not only in investment banking, but also commercial banking, finance, accounting, engineering and law.
Charles V. AquinoManaging Director
Phone: 216.589.9534Email: [email protected]
• Experience: over 15 years• Industry Expertise: Business & Industrial Services• Previous Experience: McDonald Investments / KeyBanc Capital
Markets, ING Barings LLC • Education: B.S.- Boler School of Business at John Carroll University
Phone: 216.589.9557 Email: [email protected]
• Experience: nearly 40 years• Previous Experience: McDonald Investments / KeyBanc Capital Markets,
American Fletcher Corp. / Bank One (now JPMorgan Chase)• Education: B.A.- Duke University, M.B.A. - American Graduate School of
International Management, Graduate Degree in Banking - Stonier Graduate School at Rutgers University
Ralph M. Della Ratta, Jr. Managing Director
• Experience: over 20 years• Industry Expertise: Distribution• Previous Experience: McDonald Investments / KeyBanc Capital
Markets, Ernst & Young• Education: B.S.- Miami University, M.B.A. - Weatherhead School of
Management at Case Western Reserve University
Phone: 216.589.9530Email: [email protected]
David D. Dunstan Managing Director
• Experience: nearly 40 years• Industry Expertise: Capital Goods• Previous Experience: McDonald Investments / KeyBanc Capital
Markets, McKinsey & Co., Comau S.p.A.• Education: B.A. - DePauw University, M.B.A. - Harvard Business
School, J.D. - University of Michigan Law School
Phone: 216.589.9532Email: [email protected]
Mark A. FilippellManaging Director
• Experience: over 15 years• Industry Expertise: Chemicals, Plastics & Packaging• Previous Experience: McDonald Investments / KeyBanc Capital Markets,
Thayer Capital Partners, Robertson, Stephens & Co. • Education: B.A. - Yale University, M.B.A. - Kellogg School of Management at
Northwestern University
Phone: 216.574.2117Email: [email protected]
Kevin J. MayerManaging Director
• Experience: over 19 years• Industry Expertise: Transportation & Logistics, Private Equity• Previous Experience: Wertheim Schroder & Co., Salomon Brothers,
Citigroup (UK & US)• Education: A.B. - Princeton University, J.D. - Harvard Law School
Phone: 216.589.9536Email: [email protected]
Kevin M. WhiteManaging Director
• Experience: over ten years• Previous Experience: McDonald Investments / KeyBanc Capital Markets,
Cummins Inc.• Education: B.A. - Syracuse University, M.B.A. - Kelley School of Business
at Indiana University
Phone: 216.574.2105Email: [email protected]
Justin A. WolfortDirector
Phone: 216.589.9531Email: [email protected]
• Experience: nearly 40 years• Industry Expertise: Real Estate• Previous Experience: McDonald Investments / KeyBanc Capital Markets,
Gem Savings Association • Education: B.S. - Wright State University
Victor F. FarisManaging Director
Phone: 216.574.2104 Email: [email protected]
• Experience: over 12 years Industry Expertise: Business & Industrial Services, Distribution
• Previous Experience: Stax Inc.• Education: B.S. - Northwestern University, M.B.A. - Weatherhead School of
Management at Case Western Reserve University
Andrew P. MaleDirector
Phone: 216.574.2108Email: [email protected]
• Experience: over 13 years• Service Expertise: Buy-Side Advisory• Previous Experience: David P. Mariano & Associates | InTune Studios,
The Horsburgh & Scott Co., National City Investment Banking, McDonald Investments, Inc.
• Education: B.S. - Case Western Reserve University
David P. MarianoDirector
Phone: 216.574.2103Email: [email protected]
• Experience: over ten years• Industry Expertise: Automotive• Previous Experience: Harris Williams & Co., National City Capital Markets,
National Futures Association• Education: B.B.A - Wisconsin School of Business at the University of
Wisconsin, M.B.A. - Stephen M. Ross School of Business at the University of Michigan
Matthew J. MuellerDirector
Phone: 216.574.2109Email: [email protected]
• Experience: nearly ten years• Service Expertise: Capital Raising• Previous Experience: McDonald Investments / KeyBanc Capital
Markets• Education: B.S. - Mount Union College, M.S.M. - Weatherhead School
of Management at Case Western Reserve University
Rebecca L. WhiteDirector
Mergers & Acquisitions . Capital Raising . Financial Opinions & Valuations . Restructuring & Bankruptcy
4 Overview of Western Reserve Partners LLC
Mergers & Acquisitions . Capital Raising . Financial Opinions & Valuations . Restructuring & Bankruptcy
Representative Transaction Experience
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MCM Capital Partners
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Valuation Services
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has been reorganized by
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MCM Capital Partners
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Dan T. Moore Company, Inc.
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