bluelake partners overview
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Overview
BlueLake Partners, LLC
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Guiding Principles We are proud of and uncompromisingly careful with
our professional reputations, both individually and as a firm.
We are selective about those with whom we work.
We will not undertake an engagement unless we firmly believe it is in the best interest of the client and that we can execute it successfully.
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The Traditional Investment Banking Model
Transaction driven
Seniors sell; juniors do
Lack Industry knowledge
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New Boutique Investment Banking Model
Flexible partnering, where appropriate, with other investment banks or technology experts
Use nationwide network of technology and market professionals culled over 30 years
“Resource Partner” brings expertise and capabilities to the table
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BLP: Resource Partners Current Resource Partner expertise:
Storage Web 2.0 and Social Networking Software Tools Information Technology Communications Semiconductor Equipment
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About BlueLake Partners A boutique technology investment bank
Focused on M&A, Private Placements, and Advisory Services
New England-based
A registered FINRA broker-dealer, SIPC
BLP Outlook: the Current Environment
Uncertain economic environment over the next year Bumpy, prolonged recovery as Geithner and Congress
come to terms with their formula for the economy Pessimists expect the slump to continue through year
end A Sun-IBM deal could dramatically change the
technology landscape, upsetting the current ecosys
The deal could inspire further defensive deals by HP, Oracle and Cisco as they look to protect their market position
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Banking Services Sell-side and buy-side M&A advisory services and
transactions
Equity Private Placement advisory services and transactions
Focus: Small to mid-size technology companies
Extensive network providing access and expertise
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Transaction Experience Collective M&A and capital raising
Over 100 transactions
Over $3 billion
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BlueLake’s Team Transaction and Operations experience
Technology Industry
Perspective from both sides of the table
Well-connected, providing Access for Clients
Access to both Coasts
Expanding International network
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Margaret JohnsFounder, Managing Director
Managing Director, Needham & Company Headed New Business, Boston Office, Private Placement Group
Principal, Harrison Capital (venture capital subsidiary of Texaco)
Member of Technical Staff, Sandia National Laboratories
Board Member: Women Entrepreneurs in Science and Technology; Friends of Christopher Columbus Park
Licensed General Securities Representative and Principal
Harvard Business School - M.B.A. Stanford University - M.S. in Applied Mechanics Columbia University - B.S. in Material Sciences
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Recent EngagementsCLIENT INDUSTRY ASSIGNMENT Ibis Technology Corp. Semiconductor equip M&A (Seller)
Confidential Virtual janitorial supplies distributor M&A (Seller)
IT asset management Software M&A (Seller)
Beta Squared Lithography Semiconductor equip. M&A (Buyer)
Brooktrout, Inc. Message handling M&A (Buyer)
Ciraden, Inc. Business software M&A (Seller)
ESI Technology Corp. Database consulting M&A (Seller)
Fairway & Greene, Ltd. Sports apparel M&A (Seller)
Green Pasture Software, Inc. Content management M&A (Seller)
Ibis Technology Corporation Semiconductor Equipment M&A (Buyer)
Paceline Systems Inc. Infiniband solutions M&A (Seller)
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Other TransactionsBuyer SellerAkrion Verteq
ATMI Delatech
Axcelis Matrix Integrated Systems
Calcomp Summagraphics
Conner Peripherals Archive
Control Data Corp. VTC
FSI Internatinal Applied Chemical Systems
Hadco NTI
IPL Andataco
LPL Investment Group Insilco/Times Fiber Communications
Management Gel-Pak
Samina Altron
U.S. Filter Unit Instruments
Vacuum General Tylan
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Technology Sale Process Strategic Rationale
Synchronizing vision with emerging market trends
Cross selling opportunities Market Window Development and Market Risk Industry consolidation
Fit/Culture Management meetings can make or break a
deal
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Relationship Universe Corporate Managements
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Relationship Universe Financial Buyers
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BlueLake Partners, LLC
The organization you can trust
and The professionals you can rely upon