Transcript No Slide Title

iCapital Finance INVESTMENT BANKING
Recent Transactions
Selected Financial Transactions
has engaged
iCapital Finance
For Recapitalization Funding,
Restructuring, Mergers & Acquisitions,
Introductions to Strategic Partners
Note: The listed transactions reflect both iCapital and the prior affiliations.
iCapitalFinance
Corporate Headquarters:
2603 Main Street Suite 1150
Irvine, CA 92614
Tel: 949.260.8070 Fax: 949.260.0116
iCapital Finance INVESTMENT BANKING
Recent Transactions
Selected Financial Transactions
has engaged
iCapital Finance
For Recapitalization Funding, Restructuring,
Mergers & Acquisitions, Introductions to
Strategic Partners
Note: The listed transactions reflect both iCapital and the prior affiliations.
iCapitalFinance
Corporate Headquarters:
2603 Main Street Suite 1150
Irvine, CA 92614
Tel: 949.260.8070 Fax: 949.260.0116
iCapital Finance INVESTMENT BANKING
Recent Transactions
Selected Financial Transactions
Beyond Outside, Inc.
has engaged
iCapital Finance
For Recapitalization Funding,
Restructuring, Mergers & Acquisitions,
Introductions to Strategic Partners
Note: The listed transactions reflect both iCapital and the prior affiliations.
iCapitalFinance
Corporate Headquarters:
2603 Main Street Suite 1150
Irvine, CA 92614
Tel: 949.260.8070 Fax: 949.260.0116
iCapital Finance INVESTMENT BANKING
Arranged Financings
Selected Financial Transactions
PacifiCare
$300,000,000
Senior Debt Placement
Led by J.P. Morgan
iCapital Finance
Placed $20,000,000 through GMAC
Note: The listed transactions reflect both iCapital and the prior affiliations.
iCapitalFinance
Corporate Headquarters:
2603 Main Street Suite 1150
Irvine, CA 92614
Tel: 949.260.8070 Fax: 949.260.0116
iCapital Finance INVESTMENT BANKING
Selected Transaction
Selected Financial Transactions
EarthCo
$400,000,000
Sale of Business
iCapital Finance
Acted as a financial advisor in this Transaction
Note: The listed transactions reflect both iCapital and the prior affiliations.
iCapitalFinance
Corporate Headquarters:
2603 Main Street Suite 1150
Irvine, CA 92614
Tel: 949.260.8070 Fax: 949.260.0116
iCapital Finance INVESTMENT BANKING
Selected Transaction
Selected Financial Transactions
Simplified Employee Systems, Inc.
Merger created
$1,200,000,000
COMBINED REVENUES
iCapital Finance
Acted as a financial advisor in this Transaction
Note: The listed transactions reflect both iCapital and the prior affiliations.
iCapitalFinance
Corporate Headquarters:
2603 Main Street Suite 1150
Irvine, CA 92614
Tel: 949.260.8070 Fax: 949.260.0116
iCapital Finance INVESTMENT BANKING
Selected Transaction
Selected Financial Transactions
NJEDA
$200,000,000
Equity Commitments
iCapital Finance
Acted as a financial advisor in this Transaction
Note: The listed transactions reflect both iCapital and the prior affiliations.
iCapitalFinance
Corporate Headquarters:
2603 Main Street Suite 1150
Irvine, CA 92614
Tel: 949.260.8070 Fax: 949.260.0116
iCapital Finance INVESTMENT BANKING
Selected Transaction
Selected Financial Transactions
$300,000,000
Equity Commitments
iCapital Finance
Acted as a financial advisor in this Transaction
Note: The listed transactions reflect both iCapital and the prior affiliations.
iCapitalFinance
Corporate Headquarters:
2603 Main Street Suite 1150
Irvine, CA 92614
Tel: 949.260.8070 Fax: 949.260.0116
iCapital Finance INVESTMENT BANKING
Selected Transaction
Selected Financial Transactions
Quaker Maid Meats
$8,000,000
Debt and Equity Financing
iCapital Finance
Acted as a financial advisor in this transaction .
iCapitalFinance
Corporate Headquarters:
2603 Main Street Suite 1150
Irvine, CA 92614
Tel: 949.260.8070 Fax: 949.260.0116
iCapital Finance INVESTMENT BANKING
Selected Transaction
Selected Financial Transactions
Strategic Alliance
Partnership Agreement
MTC Direct to carry Storage Computer’s CyberNAS
Software product offering to their distribution channel of
over $400,000,000
iCapital Finance &
iQuest Capital
Acted as a financial advisor in this Transaction
iCapitalFinance
Corporate Headquarters:
2603 Main Street Suite 1150
Irvine, CA 92614
Tel: 949.260.8070 Fax: 949.260.0116
iCapital Finance INVESTMENT BANKING
Recent Transactions
Selected Financial Transactions
Dental Care
Alliance
Dental Care Alliance
$30,000,000
Senior Debt
iCapital Finance
Acted as a financial advisor in this transaction.
Neurobehavioral Healthcare
Systems, LTD
$30,000,000
Senior Debt
iCapital Finance
Acted as a financial advisor in this transaction.
iCapital Finance INVESTMENT BANKING
Recent Transactions
Selected Financial Transactions
Winsonic Holdings
$500,000
Bridge Financing
iCapital Finance
Acted as a financial advisor in this Transaction
Coast to Coast
Communications
$90,000,000
Capital Raise
iCapital Finance
Acted as a financial advisor in this transaction.
iCapital Finance INVESTMENT BANKING
Arranged Financings
Selected Financial Transactions
The Schumacher
Group
Chell Merchant Group
SurgiCare
$25,000,000
$1,500,000
$2,500,000
Capital Raise
Acquisition Financing
Acquisition Financing
iCapital Finance
iCapital Finance
iCapital Finance
Acted as a financial advisor in this
transaction.
Acted as a financial advisor in this
transaction.
Acted as a financial advisor in this
transaction.
Probex, Inc.
The Children’s
Beverage Group, Inc.
Red Rock Capital, Inc.
$5,000,000
$8,000,000
$5,000,000
Private Placement
Bond Financing
Capital Raise
iCapital Finance
iCapital Finance
iCapital Finance
Acted as a financial advisor in this
transaction.
Acted as a financial advisor in this
transaction.
Acted as a financial advisor in this
transaction.
iCapital Finance, Inc
Corporate Headquarters:
2603 main Street, Suite 1150
Irvine, CA 92614
Tel: 949.260.8070 Fax: 949.260.0116
iCapital Finance INVESTMENT BANKING
M&A Transactions
Selected Financial Transactions
Shecom
ASI
has obtained a
has obtained a
$100,000,000
$30,000,000
Valuation for a
Structured Public Sale
Valuation for a
Structured Public Sale
iCapital Finance
iCapital Finance
iCapital Finance
Acted as a financial advisor in this
transaction.
Acted as a financial advisor in this
transaction.
Acted as a financial advisor in this
transaction.
Saddle Back
Equipment Leasing
North Star Telco
$5,000,000
$5,000,000
Strategic Alliance
Motor City Stamping
$60,000,000
Sale of Business
Sale of Business
Sale of Business
iCapital Finance
—
iCapital Finance
iCapital Finance
Acted as a financial advisor in this
transaction.
Acted as a financial advisor in this
transaction.
Acted as a financial advisor in this
transaction.
Air Gauge
RC Engineering
Grand Rapids Plastics
$40,000,000
$20,000,000
$25,000,000
Sale of Business
Sale of Business
Sale of Business
iCapital Finance
iCapital Finance
iCapital Finance
—
—
—
Mazur& Associates
Mazur& Associates
Mazur& Associates
Acted as a financial advisor in this
transaction.
Acted as a financial advisor in this
transaction.
Acted as a financial advisor in this
transaction.
Note: The listed transactions reflect both iCapital and the prior affiliations.
Mazur& Associates