wall street partner overview

Introductory MaterialIntroductory MaterialIntroductory Material Introductory Material Wall Street PartnerWall Street Partner

2009200920092009

Advisors With Integrity, Advice Without Bias

Omniscient Holdings, LLC

Wall Street Omniscient Wall Street Partner

Omniscient Advisors, LLC PickaCharity.org

Investor RelationsAdvisory

Consulting & Financial Advisory

Philanthropy

Advisors With Integrity, Advice Without BiasConfidential

“Does the flap of a butterfly’s wings in “Does the flap of a butterfly’s wings in B il ff d i T ”?B il ff d i T ”?Brazil set off a tornado in Texas”?Brazil set off a tornado in Texas”?

—— Edward Lorenz Edward Lorenz


Team of executives with the depth of experience across a broad Team of executives with the depth of experience across a broad range of industriesrange of industries

Wall Street financial expertise from the leading “bulge bracket” Wall Street financial expertise from the leading “bulge bracket” investment banksinvestment banks JPMorganJPMorgan JPMorganJPMorgan Morgan StanleyMorgan Stanley Merrill LynchMerrill Lynch

B l C it lB l C it l Barclays CapitalBarclays Capital

Corporate and operating experience at major corporations that Corporate and operating experience at major corporations that are leading players in their respective industriesare leading players in their respective industriesg p y pg p y p PepsiCoPepsiCo Real NetworksReal Networks White EnergyWhite Energy


gygy MarchFirstMarchFirst

An advisor you can truly trust

Industries of Specialization Areas of Expertise

Media & TelecomMedia & Telecom ConsumersConsumers

Corporate strategyCorporate strategy RestructuringsRestructurings

HealthcareHealthcare Alternative EnergyAlternative Energy

I t tI t t

Mergers & acquisitionsMergers & acquisitions DivestituresDivestitures

P i t l tP i t l t InternetInternet Philanthropy & Philanthropy &

NonprofitNonprofit

Private placementsPrivate placements EquityEquity DebtDebtpp

Operations Operations optimizationoptimization


Put clients firstPut clients first

Deliver unbiased adviceDeliver unbiased advice

Set clear objectives upfront Set clear objectives upfront Uncompromising Uncompromising j pj p

to assess progressto assess progress

Have skin in the gameHave skin in the game

Uncompromising Uncompromising integrityintegrity

Successful resultsSuccessful resultsH i liH i li

Small upfront retainerSmall upfront retainer SuccessSuccess--fee based fee based

compensation structure aligns compensation structure aligns us with client’s interestsus with client’s interests

Happier clientsHappier clients Long term Long term

relationshipsrelationshipsus with client s interestsus with client s interests

Only accept assignments Only accept assignments where we can have impactwhere we can have impact


Execute structured processExecute structured process

Strong network of “first call” relationships

Minimum of 10 years Minimum of 10 years Typical Partner Profile

Broker Dealers

experience at a major Wall experience at a major Wall Street investment bank or Street investment bank or in a major corporationin a major corporation

Private Equity Firms

Strategic Corporations

Graduates of Ivy League Graduates of Ivy League institutions or top 20 institutions or top 20 universitiesuniversities

Omniscient Advisors

Genuine passion for Genuine passion for making an impact for making an impact for clientsclients

Lending Institutions

Private Investors

Unparallel ethical Unparallel ethical standards and standards and professionalismprofessionalism


Management consultants + investment bankers = Omniscient Advisors

Mergers & acquisitions Mergers & acquisitions Analyze strategic Analyze strategic

FinancingFinancing Private placements of debt Private placements of debt

What can we do for you?

Analyze strategic Analyze strategic opportunitiesopportunities

Assess valuationAssess valuation Evaluate funding Evaluate funding

Private placements of debt Private placements of debt and equityand equity

Operations Operations Optimize your company’s Optimize your company’s gg

requirementsrequirements Corporate strategyCorporate strategy

Optimize growth strategyOptimize growth strategy

Optimize your company s Optimize your company s efficiencyefficiency

Restructurings/turnRestructurings/turn--aroundaround Interim managementInterim managementp g gyp g gy

Strategic position analysisStrategic position analysis Marketing/branding Marketing/branding

assessmentassessment

Interim managementInterim management Assess financial Assess financial

restructuring plansrestructuring plans Credit analysisCredit analysis


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Make your first impression a lasting one

Leverage our Wall Street background and experience Leverage our Wall Street background and experience to handle the tough questions from institutional to handle the tough questions from institutional to handle the tough questions from institutional to handle the tough questions from institutional investors (“smart money”)investors (“smart money”)

We understand “smart money” concerns and can help We understand “smart money” concerns and can help We understand smart money concerns and can help We understand smart money concerns and can help position your organization in the best lightposition your organization in the best light

We do not issue paid research reportsWe do not issue paid research reportsp pp p Often hired by small and midOften hired by small and mid--cap companies to issue favorable press cap companies to issue favorable press

releases under the guise of Wall Street research (highly biased)releases under the guise of Wall Street research (highly biased) Negative connotation and stigmaNegative connotation and stigma——SEC has filed charges against many such SEC has filed charges against many such

h fi f “ d d ” h th t i l d i th fi f “ d d ” h th t i l d i tresearch firms for “pump and dump” schemes that mislead investorsresearch firms for “pump and dump” schemes that mislead investors Smart institutional investors are sophisticated and shun companies who pay Smart institutional investors are sophisticated and shun companies who pay

to have research publishedto have research published


Review all media and investor communications before Review all media and investor communications before publicationpublication Press releasesPress releases Earnings releasesEarnings releases Video releasesVideo releases

Advise senior management on presentationsAdvise senior management on presentations Provide feedback on draft documents of presentations, including financial Provide feedback on draft documents of presentations, including financial

presentations to investors and company updatespresentations to investors and company updatespresentations to investors and company updatespresentations to investors and company updates Advise management on key issues to be focused on when delivering the Advise management on key issues to be focused on when delivering the

presentationspresentations Prepare management for questions that may be asked Prepare management for questions that may be asked

−− PostPost--presentation Q&A sessionspresentation Q&A sessions−− Interviews with financial press agenciesInterviews with financial press agencies

Filter incoming investor questions and advise management with Filter incoming investor questions and advise management with


Filter incoming investor questions and advise management with Filter incoming investor questions and advise management with appropriate responsesappropriate responses

As former investment bankers at As former investment bankers at the bulge bracket firms, we have the bulge bracket firms, we have the bulge bracket firms, we have the bulge bracket firms, we have been on the other side of the table been on the other side of the table scrutinizing financial information scrutinizing financial information of companiesof companiespp

Although we would consider oneAlthough we would consider one--time projects, we are seeking a time projects, we are seeking a long term relationship with our long term relationship with our long term relationship with our long term relationship with our clients clients

We put our reputation on your We put our reputation on your success…success…

…By keeping our profile low, and …By keeping our profile low, and your organization’s profile highyour organization’s profile high You can be confident with


your organization s profile highyour organization s profile highthe right partner

Contact us in strict confidence

Omniscient Holdings, LLCOmniscient Holdings, LLC14 Wall Street, 2014 Wall Street, 20thth FloorFloorNew York, NY 10005New York, NY 10005Phone: Phone: (212) 444(212) 444--83838383Fax: Fax: (866) 447(866) 447--86908690( )( )Email: Email: [email protected]@WallStPartner.com


This document is confidential and proprietary to Omniscient Holdings, LLC and its subsidiaries (collectively “Omniscient” or This document is confidential and proprietary to Omniscient Holdings, LLC and its subsidiaries (collectively “Omniscient” or thethe“Company”) and is being provided to the recipient, in confidence, on the understanding that the recipient will observe and “Company”) and is being provided to the recipient, in confidence, on the understanding that the recipient will observe and comply with the terms and conditions stated below. By accepting this document, the recipient:comply with the terms and conditions stated below. By accepting this document, the recipient: acknowledges that the information contained herein including information regarding Omniscient portfolio companies acknowledges that the information contained herein including information regarding Omniscient portfolio companies acknowledges that the information contained herein, including information regarding Omniscient, portfolio companies, acknowledges that the information contained herein, including information regarding Omniscient, portfolio companies,

relationships, partners and the strategic approach of Omniscient, is confidential and proprietary;relationships, partners and the strategic approach of Omniscient, is confidential and proprietary; agrees to destroy or return this document promptly if Omniscient or any of its agents or affiliates ask the recipient to do sagrees to destroy or return this document promptly if Omniscient or any of its agents or affiliates ask the recipient to do so;o; agrees that this document information are contained herein for the exclusive use of the recipient and recipient’s professionaagrees that this document information are contained herein for the exclusive use of the recipient and recipient’s professional l

advisors (if any);advisors (if any); agrees not to reproduce or distribute this document or discuss its contents with any person other than the recipient’s agrees not to reproduce or distribute this document or discuss its contents with any person other than the recipient’s

f l d l f h b d d df l d l f h b d d dprofessional advisors, unless written consent from Omniscient has been provided; and professional advisors, unless written consent from Omniscient has been provided; and agrees to cause the recipient’s professional advisors (if any) to maintain this document and the information contained hereinagrees to cause the recipient’s professional advisors (if any) to maintain this document and the information contained herein

in confidence.in confidence.

Omniscient is not, and is not expected to be, registered as an investment company under the Investment Company Act of 1940. Omniscient is not, and is not expected to be, registered as an investment company under the Investment Company Act of 1940. This document is merely an introduction to the Company and is not an offer to sell or a solicitation of an offer to buy, nor This document is merely an introduction to the Company and is not an offer to sell or a solicitation of an offer to buy, nor shashall ll This document is merely an introduction to the Company and is not an offer to sell or a solicitation of an offer to buy, nor This document is merely an introduction to the Company and is not an offer to sell or a solicitation of an offer to buy, nor shashall ll any be offered or sold to any person in any jurisdiction in which such offer, solicitation, purchase, or sale would be unlawfany be offered or sold to any person in any jurisdiction in which such offer, solicitation, purchase, or sale would be unlawful ul under the securities laws of such jurisdiction.under the securities laws of such jurisdiction.


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