Download - Ib Deal Structure
8/3/2019 Ib Deal Structure
http://slidepdf.com/reader/full/ib-deal-structure 1/2
\
D A L L A S
\ C H A R L O T T E D A L L A S A T L A N T A
C H A R L O T T E A T L A N T A 100 North Tryon Street, 54th Floor Charlotte, North Carolina 28202
Phone: 704.333.0525 1700 Pacific Avenue, Suite 2450
Dallas, Texas 75201 Phone: 214.451.5200
3340 Peachtree Road, N.E., Suite 1828 Atlanta, Georgia 30326 Phone: 404.813.5327
Strong focus on representing closely-held and family-owned businesses.
Typical transactions involve:
Mergers and acquisitions with enterprise values typically within the $25 million to $250 million range.
Private capital raises beginning at $5 million.
Leading Investment Banking Services
Middle-Market Focus
Sellside and divestitures.
dentification and executionof buyside transactions.
Competitive marketing processes specific to clients’needs.
MERGERS & ACQUISITIONS
For refinancing, growthcapital, acquisitions,shareholder liquidity, andother financing needs.
Placement agent on over$2.0 billion over the last fouryears.
PRIVATE CAPITAL RAISES
Fairness opinions.
Independent, third-partyvaluation expertise.
To complete a transaction orevaluate strategic initiatives.
ADVISORY ASSIGNMENTS
ESOP transactions provian attractive liquidityalternative forshareholders.
Deliver compelling taxadvantages.
Enable employees to reaequity upside.
ESOP CORPORATE FINA
Unique opportunity for bright, ambitious individuals in a challenging industry.
Important contributor to the firm’s activities.
Participate actively during every phase of the transaction process.
Work closely with senior deal team members and interact regularly with clients.
Due to the firm’s size and significant deal flow, Analysts are expected to develop
rapidly through hard work, demonstrating maturity, and self-confidence.
The Analyst Experience
McColl Partners’ Analyst position is structured as a two -yearprogram with the eventual possibility of promotion to
Associate for truly outstanding performers.
Additionally, the Analyst experience provides invaluablepreparation for graduate school and an unparalleled
introduction to the business world.
McColl Partners is an independent investment bank that advises middle-market companies in the execution of mergand acquisitions, the raising of private capital, and the evaluation of strategic alternatives.
8/3/2019 Ib Deal Structure
http://slidepdf.com/reader/full/ib-deal-structure 2/2
\ C H A R L O T T E D A L L A S A T L A N T A
W W W . M C C O L L P A R T N E R S . C O
Career OpportunitiesA few select events have had a significant impact on the direction of my life — the decision to join McColl Partners was f them. I grew a great deal through McColl Partners’ incredibly entrepreneurial environment and developed lifelong frie
nd a support network that has lasted long after I finished the Analyst program. Differentiation and impact are two gui
principles that drove my decision to join McColl Partners and continue to shape my professional life. Differentiation –
ollowing the herd – provides me with a great deal of satisfaction in my professional life. Also, in making a decisionwhether or not to join a company — I want to make an impact. McColl Partners provides a differentiated opportunity
llows every member of the firm to have an immediate impact. The work environment, both entrepreneurial and distincxtremely satisfying both personally and professionally.‖
H. Badge StoneManaging Director, HeelHorn Partners, LLC, CurrentHarvard Business School, 2008Manager, Strategic Planning, VF Corporation, 2003-20Analyst, McColl Partners, 2001-2003
Subsequent Position
Recent Transactions
Business Services
HealthcareFinancial Services Industrials & Building Products
MBA Institution
McColl Partners Analysts’ Subsequent Experience
Consumer & Retail
Michigan
(Ross)
1
Harvard
10
Penn
(Wharton)
1
Stanford
1
Dartmouth
(Tuck)
1
UVA
(Darden)
1
Private
Equity
27
Direct to
Business
School
3
Other
Investment
Banks
2
Other
4
Remain with
McColl
Partners
5
The undersigned acted as financial advisor to
Archer Technologies, LLC.
_____________________
has completed a recapitalization with
The undersigned acted as financial advisor to
Archer Technologies, LLC.
_____________________
has completed a recapitalization with
The undersigned acted as financial advisor to
Southern Career Institutes, Inc.
_____________________
has been acquired by
The undersigned acted as financial advisor to
Southern Career Institutes, Inc.
_____________________
has been acquired by
The undersigned acted as financial advisor to
Goldsboro Milling Company.
_____________________
has completed a recapitalization with
The undersigned acted as financial advisor to
Goldsboro Milling Company.
_____________________
has completed a recapitalization with
The undersigned acted as financial advisor to
American Importing Company, Inc.
_____________________
has completed a recapitalization with
The undersigned acted as financial advisor to
American Importing Company, Inc.
_____________________
has completed a recapitalization with
The undersigned acted as financial advisor to
American Importing Company, Inc.
_____________________
has completed a recapitalization with
The undersigned acted as financial advisor to
National Agents Alliance.
_____________________
Senior Debt Facility
The undersigned acted as financial advisor to
National Agents Alliance.
_____________________
Senior Debt Facility
The undersigned acted as financial advisor to
National Agents Alliance.
_____________________
Senior Debt Facility
The undersigned acted as financial advisor to Capital Bank.
_____________________
has completed a recapitalization with
The undersigned acted as financial advisor to Capital Bank.
_____________________
has completed a recapitalization with
The undersigned acted as financial advisor to
Integrated Healthcare Solutions, Inc.
_____________________
has completed a recapitalization with
The undersigned acted as financial advisor to
Integrated Healthcare Solutions, Inc.
_____________________
has completed a recapitalization with
The undersigned acted as financial advisor to
Dentistry for Children, PC.
_____________________
has been acquired by
The undersigned acted as financial advisor to
Dentistry for Children, PC.
_____________________
has been acquired by
The undersigned acted as financial advisor toCardell Cabinetry.
_____________________
has completed a recapitalization with
The undersigned acted as financial advisor toCardell Cabinetry.
_____________________
has completed a recapitalization with
The undersigned acted as financial advisor to
Inmark, Inc.
_____________________
has completed a recapitalization with
The undersigned acted as financial advisor to
Inmark, Inc.
The undersigned acted as financial advisor to
Inmark, Inc.
_____________________
has completed a recapitalization with