February 24, 2016 Unlock Your Company’s Hidden Value Hosted By: Delaware Trust Presented By: Mark Gaeto, Managing Director, Falcon Capital Partners LLC Ted Stack, Managing Director, Falcon Capital Partners LLC Falcon Capital Partners, LLC Securities Products offered through BA Securities, LLC. Member FINRA, SIPC.
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February 24, 2016
Unlock Your Company’s
Hidden Value Hosted By:
Delaware Trust
Presented By:
Mark Gaeto, Managing Director, Falcon Capital Partners LLC
Ted Stack, Managing Director, Falcon Capital Partners LLC
Falcon Capital Partners, LLC
Securities Products offered through BA Securities, LLC. Member FINRA, SIPC.
Page 2
Boutique provider of customizable services with an expert team of
attorneys, CPA, and finance professionals ready to assist with
your most important transactions
Private equity networking
Corporate trust and agency
Escrow agent
Collateral agent
Qualified custodial agent
Independent director services
Special purpose vehicle services
About Delaware Trust
Clients:
Corporations
Law firms
Investors
Private equity firms
Amanda
Page 3
Agenda
Overview of Presentation II.
I. Introduction to Falcon Capital Partners
Hidden Value in the Financials III.
Hidden Value in the Strategy IV.
Hidden Value in the Operations V.
Q&A VI.
5 Minutes
10 Minutes
10 Minutes
10 Minutes
10 Minutes
10 Minutes
Amanda
Page 4
Falcon Capital Partners is an investment bank
providing merger & acquisition and strategic
advisory services to middle market and lower
middle market companies and investors
What We Do
5 Minutes (Mark and Ted pitch
our firm)
www.falconllc.com
Quick Statistics
Buy-Side
Advisory
Sell-Side
Advisory
Strategic
Advisory
Services
Overview of Advisory Services
Falcon’s Industry Coverage Universe
Healthcare Services & Technology Software, IT, & Business Services Regional Practice (Mid-Atlantic)
Founded in 2001 and based outside of
Philadelphia in Wayne, PA
Completed over 75 transactions since 2008
representing $1.8 billion in transaction
value
Nationally recognized in the healthcare,
business services, and technology
verticals Falcon focus on regional generalist
practice
Amanda introduce Falcon
Page 5
Who We Are Introduction to Falcon Capital Partners
25 years of experience in the information technology industry as an owner,
senior executive, sales executive, investor, and advisor to leading software and
IT services companies
Founded The Alesco Group, a respected growth advisor to small and mid-
market technology firms
Top performing global account executive at several leading technology
companies including SAP America, Inc.
Invested in and operated ISC, an SAP implementation firm, and orchestrated a
highly successful sale to NYSE firm
Management consultant and principal with PRTM’s sales and marketing
effectiveness practice
25 years of healthcare service, technology, financial, operational, and
entrepreneurial experience
Manager with Ernst & Young’s Healthcare Consulting Practice
Vice-President of Northeast Management Operations, Medaphis (PerSe
Technologies/McKesson, NASD:MCK)
CEO/Co-Founder of Integrated Medical Management, Inc. (IMM), a venture backed
physician management company
Executive Vice-President of Development for Advanced Health Technologies
(NASD:AHTC)
Senior Vice-President of Development for PractiCare, Inc., a wholly owned
subsidiary of The Phoenix Companies (NYSE: PNX)
Founder and Managing Director of Healthcare Technology Ventures and M&A firm
InHealth Venture Management
5 Minutes
Mark Gaeto
Managing Director
Falcon Capital Partners LLC
Ted Stack
Managing Director
Falcon Capital Partners LLC
Emphasize background as
former owners/operators
Page 6
Agenda
Overview of Presentation II.
I. Introduction to Falcon Capital Partners
Hidden Value in the Financials III.
Hidden Value in the Strategy IV.
Hidden Value in the Operations V.
Q&A VI.
5 Minutes
10 Minutes
10 Minutes
10 Minutes
10 Minutes
10 Minutes
Page 7
First and foremost…you need to define your goals and objectives to
properly align your overall strategy as a business owner and drive value
Overview of Presentation: Ownership Wants and Needs
Once defined, you can begin to access and unlock the value of your firm, given your personal goals and objectives within the desired timeframe
5 Minutes (Mark and Ted
describe the overall strategy, 3 example
slides to follow) Owner
Priorities
Owner
Timeline 6 months 1 year 2 years 5 years
Sale / Merger Recapitalization Growth and
Retention
Owner
Considerations Risk / Reward
Near-Term
Liquidity
Long-Term
Upside
Every deal is different, every
business is different. Our
presentation will only make sense if you view through
this lens
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A Strategic Growth Vision (“SGV”) serves as a roadmap for