5 Overview 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 Range 39% Below Range 15% Above Range 46%
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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
▪ 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.
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
▪ 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.
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.