bluelake partners overview

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1 Overview BlueLake Partners, LL

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Page 1: BlueLake Partners Overview

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Overview

BlueLake Partners, LLC

Page 2: BlueLake Partners Overview

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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.

Page 3: BlueLake Partners Overview

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The Traditional Investment Banking Model

Transaction driven

Seniors sell; juniors do

Lack Industry knowledge

Page 4: BlueLake Partners Overview

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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

Page 5: BlueLake Partners Overview

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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

Page 6: BlueLake Partners Overview

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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

Page 7: BlueLake Partners Overview

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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Page 8: BlueLake Partners Overview

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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

Page 9: BlueLake Partners Overview

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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

Page 11: BlueLake Partners Overview

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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

Page 12: BlueLake Partners Overview

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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)

Page 13: BlueLake Partners Overview

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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

Page 14: BlueLake Partners Overview

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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