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1. Financial Strategy and Investment Banking Services February 2009 Trinity Capital Services, LLC 2. Developing Growth and Ownership Alternatives for Businesses in…
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  • 1. Financial Strategy and Investment Banking Services February 2009 Trinity Capital Services, LLC
  • 2. Developing Growth and Ownership Alternatives for Businesses in Transition <ul><li>Capital structure and ownership alternatives analysis </li></ul><ul><li>Financial operations and modeling </li></ul><ul><li>Investment banking services </li></ul>
  • 3. Making the Ride Smoother <ul><li>Hands-on, senior-level service </li></ul><ul><li>Creative problem-solving </li></ul><ul><li>Team-oriented results </li></ul><ul><li>Deep relationship network </li></ul>For companies planning for a business transition, or facing a major fork in the road, Trinity makes the ride smoother and easier to navigate.
  • 4. The Trinity Difference <ul><li>Comprehensive business experience and financial expertise of principals </li></ul><ul><li>Design, development, and implementation of creative solutions for significant financing and ownership issues </li></ul><ul><li>Team-based client service model to provide clients: </li></ul><ul><ul><li>Focused, specific insight and advice </li></ul></ul><ul><ul><li>Access to wide network and array of resources </li></ul></ul>
  • 5. Capital Structure and Ownership Alternatives Analysis <ul><li>Recapitalization assistance </li></ul><ul><li>Governance consulting </li></ul><ul><li>Decision support analysis </li></ul><ul><li>Strategic planning </li></ul>
  • 6. Capital Structure and Ownership Alternatives Analysis <ul><li>Where we can help… </li></ul><ul><ul><li>Alignment of shareholder, employee, management objectives </li></ul></ul><ul><ul><li>Resolution of shareholder disputes </li></ul></ul><ul><ul><li>Planning for transition in ownership or management </li></ul></ul><ul><ul><li>Development of financing options for growth </li></ul></ul>
  • 7. Financial Operations and Modeling <ul><li>Financial operations consulting </li></ul><ul><li>Financial modeling and sensitivity analysis </li></ul><ul><li>Business plan development </li></ul>
  • 8. Financial Operations and Modeling <ul><li>Where we can help… </li></ul><ul><ul><li>Financial analysis and evaluation of transactions </li></ul></ul><ul><ul><li>Financial ramifications of alternative decisions </li></ul></ul><ul><ul><li>Scenario planning for transition in ownership or management </li></ul></ul><ul><ul><li>Evaluation of financing options for growth </li></ul></ul><ul><ul><li>Corporate restructure or realignment </li></ul></ul>
  • 9. Investment Banking Services <ul><li>Capital acquisition, private placement financing </li></ul><ul><li>Planning and execution for mergers, acquisitions, divestitures </li></ul><ul><li>Development of strategies </li></ul><ul><li>Identification, screening, and initiation of discussions with potential buyers and sellers </li></ul><ul><li>Negotiation and closing of transactions on clients’ behalf </li></ul><ul><li>Structure of internal transactions, including management and employee buyouts </li></ul>
  • 10. Investment Banking Services <ul><li>Where we can help… </li></ul><ul><ul><li>Sale, acquisition, merger of businesses </li></ul></ul><ul><ul><li>Raising growth capital </li></ul></ul><ul><ul><li>Employee, management, shareholder alignment </li></ul></ul>
  • 11. Success Stories: Denver Biomedical, Inc. <ul><li>Business: Strong EBITDA medical device manufacturer </li></ul><ul><li>Problem: Misalignment of VC, management, and Board re: investment of earnings and growth strategy </li></ul><ul><li>What we did: Created detailed financial model to critically evaluate growth options, and assisted in the presentation and negotiation with VC. </li></ul><ul><li>Result: Cashed out the VC and brought in new equity, mezzanine, and commercial debt, leading to increased revenues and EBITDA. </li></ul>
  • 12. Success Stories: National Pet Care Centers <ul><li>Business : $80 million consolidator of vet clinics and animal hospitals </li></ul><ul><li>Problem : Receipt of unsolicited offer from the industry leader </li></ul><ul><li>What we did : Researched, assessed, and presented the realistic feasibility of alternative exit strategies. </li></ul><ul><li>Result : After reviewing the ramifications of alternative exit strategies, the board accepted the acquisition solicitation. </li></ul>
  • 13. Success Stories: Econergy International <ul><li>Business : Clean energy projects in developing countries, and brokerage and consulting services for carbon credits </li></ul><ul><li>Problem : Need to refining vision and recapitalize ownership to support the newly defined direction </li></ul><ul><li>What we did : Designed a discovery process to help management define its long-term destination, and created a financial model to implement the vision. </li></ul><ul><li>Result : New vision and financial model leading to effective operations and a $97 million offering on the AIM market </li></ul>
  • 14. Transaction Experience
  • 15. The Trinity Team – Proven Experience <ul><li>More than 100 years of collective experience in finance, operations, and executive management </li></ul><ul><li>Previous positions as CEOs, CFOs, board and audit committee members </li></ul><ul><li>Professional backgrounds from Deutsche Bank, KPMG, Price Waterhouse, Northern Trust </li></ul><ul><li>Management of more than 500 consulting assignments and $1 billion in corporate finance transactions </li></ul>
  • 16. The Trinity Team: John Couzens, Partner <ul><li>More than 25 years of experience in finance, management, and the representation of business owners in complex governance situations. </li></ul><ul><li>Prior experience </li></ul><ul><ul><li>Anschutz Company: corporate officer, board director for portfolio companies </li></ul></ul><ul><ul><li>Northern Trust Corporation: Commercial lending division head </li></ul></ul><ul><ul><li>Price Waterhouse & Co. : Senior accountant </li></ul></ul><ul><li>Education </li></ul><ul><ul><li>Master of Business Administration, University of Chicago </li></ul></ul><ul><ul><li>Bachelor of Science, Villanova University </li></ul></ul>
  • 17. The Trinity Team: Scott Murray, Partner <ul><li>More than 15 years of experience in corporate finance, focusing on financial modeling and analysis, security pricing, and valuation </li></ul><ul><li>Prior experience </li></ul><ul><ul><li>Qwest Digital Media: Director of planning and analysis </li></ul></ul><ul><ul><li>Chicago Partners: Financial and economic analyst </li></ul></ul><ul><ul><li>CP Risk Management: Senior risk management consultant </li></ul></ul><ul><ul><li>Law & Economics Consulting Group: Associate </li></ul></ul><ul><ul><li>United States International Trade Commission: Economist </li></ul></ul><ul><li>Education </li></ul><ul><ul><li>Master of Business Administration, University of Chicago </li></ul></ul><ul><ul><li>Bachelor of Arts, University of Kansas </li></ul></ul>
  • 18. The Trinity Team: Duane Knight, Partner <ul><li>More than 25 years of experience in financial management, specializing in financial strategy alternatives, management issues related to growth, private equity placements </li></ul><ul><li>Heads Trinity’s life science practice </li></ul><ul><li>Prior experience </li></ul><ul><ul><li>Denver Biomedical, Inc.: Chief financial officer </li></ul></ul><ul><ul><li>D.C. Knight & Company, Inc.: Owner </li></ul></ul><ul><ul><li>Mallon Resources Corporation: Treasurer, VP of finance </li></ul></ul><ul><ul><li>Snyder Oil Corporation, Walker Associates: Accounting manager </li></ul></ul><ul><ul><li>Hein + Associates, LLP, Taake and Wieland: Audit manager </li></ul></ul><ul><li>Education </li></ul><ul><ul><li>Master of Business Administration, University of Colorado </li></ul></ul><ul><ul><li>Bachelor of Science, Colorado State University </li></ul></ul>
  • 19. The Trinity Team: Staff <ul><li>Tim Atwell, Analyst </li></ul><ul><ul><li>Specialist in institutional equity private placements </li></ul></ul><ul><ul><li>Prior experience with Deutsche Bank’s DWS Scudder Investments </li></ul></ul><ul><ul><li>Bachelor of Science, Miami University (Oxford, Ohio) </li></ul></ul><ul><li>Danny Harrison, Analyst </li></ul><ul><ul><li>Specialist in financial modeling, and industry research and analysis </li></ul></ul><ul><ul><li>Prior experience with Republic Financial Corporation, Redstone Integrated Solutions, UBS Paine Webber </li></ul></ul><ul><ul><li>MBA and Bachelor of Science, University of Colorado (Boulder, CO) </li></ul></ul>
  • 20. 475 17th Street, Suite 1000 Denver, CO 80401 303-295-2500 John M. Couzens, 303-225-8260, john@tricapllc.com Scott R. Murray, 303-225-8260, scott@tricapllc.com Duane C. Knight, Jr., 303-225-8245, duane@tricapllc.com Trinity Capital Services, LLC
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