Overview of Western Reserve Partners LLC
Overview of Western Reserve Partners LLC
Overview of Western Reserve Partners LLC
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CLEVELAND . COLUMBUS . DALLASwww.wesrespartners.com<strong>Overview</strong> <strong>of</strong> <strong>Western</strong> <strong>Reserve</strong> <strong>Partners</strong> <strong>LLC</strong><strong>Western</strong> <strong>Reserve</strong> <strong>Partners</strong> <strong>LLC</strong> provides M&A, capital raising and other financial advisory services to middle market companiesacross a focused set <strong>of</strong> industry verticals, including industrial, business services, consumer, healthcare, technology and realestate. With over 30 pr<strong>of</strong>essionals in three <strong>of</strong>fices (including affiliates), <strong>Western</strong> <strong>Reserve</strong> delivers thoughtful advice, keen marketinsight and superior execution to its clients, both nationally and internationally. <strong>Western</strong> <strong>Reserve</strong>’s managing directors averagenearly 30 years <strong>of</strong> experience and have directly executed more than 600 transactions throughout their careers.Mergers & Acquisitions• Sales and Divestitures• Acquisitions• Mergers, Joint Ventures and Strategic <strong>Partners</strong>hips• Operating <strong>Partners</strong>hip (“O.P.”) Unit ExchangesCapital Raising• Refinancing and Recapitalization• Growth Capital• Acquisition Financing• Credit Tenant Lease (“CTL”) Transactions• IPO AdvisoryFinancial Opinions and Valuations• Fairness Opinions• Solvency Opinions• Valuation Services*Restructuring and Bankruptcy• Refinancing or Replacement <strong>of</strong> Existing Indebtedness• Out-<strong>of</strong>-Court and Section 363 Sales• Advisory Services in Chapter 11 Cases* Provided by <strong>Western</strong> <strong>Reserve</strong> Valuation Services (located in Columbus, OH)Customized Solutions. Superior Execution. Unparalleled Results.Each engagement is tailored to our client’s specific objectives andrelevant market dynamics. Thoughtful advice, keen market insightand well-crafted transaction processes have resulted in over 80% <strong>of</strong>our sell-side engagements closing at valuation ranges that meet orexceed expectations.Above Range54%As a private partnership, we have the benefit <strong>of</strong> being able to put thelong-term interests <strong>of</strong> our clients ahead <strong>of</strong> short-term financial gain.As a result, we provide our clients with the thoughtful, unbiasedadvice and excellent execution that results in exceptional outcomesand a high level <strong>of</strong> client satisfaction. Many <strong>of</strong> our clientrelationships have spanned a decade or longer, and several clientshave entrusted us with multiple engagements.Below Range19%Within Range27%Closing Purchase Price vs.Valuation ExpectationsMergers & Acquisitions . Capital Raising . Financial Opinions & Valuations . Restructuring & Bankruptcy
2<strong>Overview</strong> <strong>of</strong> <strong>Western</strong> <strong>Reserve</strong> <strong>Partners</strong> <strong>LLC</strong>Business Services• Business Process Outsourcing• Financial Services• Marketing Services• IT Services• Value-Added DistributionFocused Industry VerticalsConsumer• Consumer Products & Services• Food & Beverage• RetailHealthcare• Medical Devices & Equipment• Medical Providers & Services• Medical S<strong>of</strong>twareIndustrial Real Estate Technology• Building Products & Materials• Capital Goods• Chemicals, Plastics & Rubber• Electric & Electronic Components• Energy, Power & Infrastructure• Metals• Transportation & Logistics• General Industrial• Real Estate Private Equity• Resort, Leisure & Timeshare• Real Estate Operator Advisory• Credit Tenant Lease• Integrators & Resellers• S<strong>of</strong>tware• Telecom Services• Technology & Telecom EquipmentGlobal Reach<strong>Western</strong> <strong>Reserve</strong> believes that access to internationalpurchasers, sellers and investors is fundamental tomaximizing value for our clients. This is why we aremembers <strong>of</strong> M&A International Inc., the world’s largestalliance <strong>of</strong> investment banking firms, as well as WorldServices Group, a global consortium <strong>of</strong> middle marketfocused law firms and other advisors.These networks provides us with direct access tocorporate buyers and investors outside the U.S., whereculture, language and time zone differences playsignificant roles in transaction processes and outcomes.<strong>Western</strong> <strong>Reserve</strong>’s pr<strong>of</strong>essionals have completed morethan 40 corporate finance transactions involving non-U.S.companies, primarily from Europe and Asia.M&A InternationalMember OfficesFortune 1000 & International Experience<strong>Western</strong> <strong>Reserve</strong>’s pr<strong>of</strong>essionals have provided financial advisory services to or negotiated against many Fortune 1000 and largeinternational companies. We bring the benefits <strong>of</strong> this experience to our middle market clientele.Mergers & Acquisitions . Capital Raising . Financial Opinions & Valuations . Restructuring & Bankruptcy
<strong>Overview</strong> <strong>of</strong> <strong>Western</strong> <strong>Reserve</strong> <strong>Partners</strong> <strong>LLC</strong>3The <strong>Western</strong> <strong>Reserve</strong> Team<strong>Western</strong> <strong>Reserve</strong>’s managing directors average nearly 30 years <strong>of</strong> experience and have collectively executed more than 600transactions during their careers. The firm’s pr<strong>of</strong>essionals are experienced not only in investment banking, but also commercialbanking, finance, accounting, engineering and law.Charles V. AquinoPhone: 216.589.9534Managing DirectorEmail: caquino@wesrespartners.com• Experience: over 12 years• Industry Expertise: Consumer, Business Services• Previous Experience: McDonald Investments / KeyBanc CapitalMarkets, ING Barings <strong>LLC</strong>• Education: B.S. - Boler School <strong>of</strong> Business at John Carroll UniversityJoseph G. CarsonPhone: 216.574.2102Managing DirectorEmail: jcarson@wesrespartners.com• Experience: nearly 20 years• Industry Expertise: Industrial• Previous Experience: McDonald Investments / KeyBanc CapitalMarkets, Ernst & Young, Peterson Consulting• Education: B.S. - Miami University, M.B.A. - Weatherhead School <strong>of</strong>Management at Case <strong>Western</strong> <strong>Reserve</strong> UniversityRalph M. Della Ratta, Jr.Phone: 216.589.9557Managing DirectorEmail: rdellaratta@wesrespartners.com• Experience: over 30 years• Industry Expertise: Healthcare, Technology• Previous Experience: McDonald Investments / KeyBanc CapitalMarkets, American Fletcher Corp. / Bank One (now JPMorgan Chase)• Education: B.A. - Duke University, M.B.A. - American GraduateSchool <strong>of</strong> International Management, Graduate Degree in Banking -Stonier Graduate School at Rutgers UniversityDavid D. DunstanPhone: 216.589.9530Managing DirectorEmail: ddunstan@wesrespartners.com• Experience: nearly 20 years• Industry Expertise: Consumer, Business Services• Previous Experience: McDonald Investments / KeyBanc CapitalMarkets, Ernst & Young• Education: B.S. - Miami University, M.B.A. - Weatherhead School <strong>of</strong>Management at Case <strong>Western</strong> <strong>Reserve</strong> UniversityVictor F. FarisManaging DirectorPhone: 216.589.9531Email: vfaris@wesrespartners.com• Experience: over 30 years• Industry Expertise: Real Estate• Previous Experience: McDonald Investments / KeyBanc CapitalMarkets, Gem Savings Association• Education: B.S. - Wright State UniversityMark A. FilippellManaging DirectorPhone: 216.589.9532Email: mfilippell@wesrespartners.com• Experience: over 30 years• Industry Expertise: Industrial• Previous Experience: McDonald Investments / KeyBanc CapitalMarkets, McKinsey & Co., Comau S.p.A.• Education: B.A. - DePauw University, M.B.A. - Harvard BusinessSchool, J.D. - University <strong>of</strong> Michigan Law SchoolWilliam E. GoodillChief Financial OfficerPhone: 216.574.2100Email: wgoodill@wesrespartners.com• Previous Experience: McDonald Investments / KeyBanc CapitalMarkets, TransOhio Savings Bank• Education: B.S. – University <strong>of</strong> Michigan, M.A. – Cleveland StateUniversityKenneth A. HirschManaging DirectorPhone: 214.459.3322Email: khirsch@wesrespartners.com• Experience: nearly 30 years• Service Expertise: Capital Raising• Previous Experience: McDonald Investments / KeyBanc CapitalMarkets, First Chicago Capital Markets, Carleton, McCreary, Holmes& Company• Education: B.A. - Kenyon College, M.B.A. - University <strong>of</strong> ChicagoDavid P. MarianoDirectorPhone: 216.574.2108Email: dmariano@wesrespartners.com• Experience: over 13 years• Service Expertise: Buy-Side Advisory• Previous Experience: David P. Mariano & Associates | InTuneStudios, The Horsburgh & Scott Co., National City InvestmentBanking, McDonald Investments, Inc.• Education: B.S. - Case <strong>Western</strong> <strong>Reserve</strong> UniversityKevin J. MayerDirectorPhone: 216.574.2117Email: kmayer@wesrespartners.com• Experience: over 13 years• Industry Expertise: Industrial• Previous Experience: McDonald Investments / KeyBanc CapitalMarkets, Thayer Capital <strong>Partners</strong>, Robertson, Stephens & Co.• Education: B.A. - Yale University, M.B.A. - Kellogg School <strong>of</strong>Management at Northwestern UniversityMatthew J. MuellerDirectorPhone: 216.574.2103Email: mmueller@wesrespartners.com• Experience: over eight years• Industry Expertise: Industrial• Previous Experience: Harris Williams & Co., National City CapitalMarkets, National Futures Association• Education: B.B.A - Wisconsin School <strong>of</strong> Business at the University <strong>of</strong>Wisconsin, M.B.A. - Stephen M. Ross School <strong>of</strong> Business at theUniversity <strong>of</strong> MichiganKevin M. WhiteDirectorPhone: 216.589.9536Email: kwhite@wesrespartners.com• Experience: over 17 years• Industry Expertise: Industrial, Private Equity• Previous Experience: Citigroup, Wertheim Schroder & Co.• Education: A.B. - Princeton University, J.D. - Harvard Law SchoolRebecca L. WhiteDirectorPhone: 216.574.2109Email: rwhite@wesrespartners.com• Experience: nearly ten years• Industry Expertise: Industrial• Previous Experience: McDonald Investments / KeyBanc CapitalMarkets• Education: B.S. - Mount Union College, M.S.M. - Weatherhead School<strong>of</strong> Management at Case <strong>Western</strong> <strong>Reserve</strong> UniversityJustin A. WolfortDirectorPhone: 216.574.2105Email: jwolfort@wesrespartners.com• Experience: over ten years• Previous Experience: McDonald Investments / KeyBanc CapitalMarkets, Cummins Inc.• Education: B.A. - Syracuse University, M.B.A. - Kelley School <strong>of</strong>Business at Indiana UniversityMergers & Acquisitions . Capital Raising . Financial Opinions & Valuations . Restructuring & Bankruptcy
<strong>Overview</strong> <strong>of</strong> <strong>Western</strong> <strong>Reserve</strong> <strong>Partners</strong> <strong>LLC</strong>4Representative Transaction ExperienceThe Ready-Mix Assets and EasternCement Corporation <strong>of</strong>The Assets <strong>of</strong>Schwab Materials, Inc.has been recapitalizedhave been acquired bya division <strong>of</strong>have been acquired byhas been acquired byfunds managed byOaktree CapitalManagement, L.P.a portfolio company <strong>of</strong>has been acquired bya portfolio company <strong>of</strong>Radix Enterpriseshas been acquired byandDan T. MooreCompany, Inc.has acquiredCRH plchas been acquired byhas been acquired byBankruptcy Estate <strong>of</strong>Driggs Farms <strong>of</strong> Indiana,Inc.has been acquired byhas been recapitalized bya portfolio company <strong>of</strong>The David J. Joseph Companya wholly owned subsidiary <strong>of</strong>Valuation ServicesSeries C RedeemableConvertible ParticipatingPreferred StockLand-O-Sun Dairies, <strong>LLC</strong>an affiliate <strong>of</strong> Dean Foodshas been recapitalized byValuation Serviceshas been acquired bya portfolio company <strong>of</strong>&has been recapitalizedFairness Opinionhas been recapitalized byandMembers <strong>of</strong> Managementhas been acquired byhas been acquired bya member <strong>of</strong> thehas acquired<strong>Partners</strong> inPlastics, Inc.Financial Opinionhas been recapitalized byhas been acquired bya portfolio company <strong>of</strong>has been acquired byhas been acquired byFairness Opinionhas beenreorganized byTimeshareAcquisitions <strong>LLC</strong>andhave formed an EquityJoint Venturea portfolio company <strong>of</strong>has been acquired byandMembers <strong>of</strong> Managementhas been reorganized byArtemiss, <strong>LLC</strong>an affiliate <strong>of</strong>has sold certain assets tohas sold itsCephalosporinFinishing Facility tohas beenrecapitalized bya portfolio company <strong>of</strong>MCM Capital <strong>Partners</strong>has been acquired byhas been acquired by<strong>Partners</strong> in Plastics, Inc.has been acquired byan Affiliate <strong>of</strong>a portfolio company <strong>of</strong>has completed a reversestock splita portfolio company <strong>of</strong>has been acquired bya division <strong>of</strong>has been recapitalized byhas been acquired byFairness Opinionhas been acquired bya portfolio company <strong>of</strong>has been acquired byanda portfolio company <strong>of</strong>has been recapitalizedhas been acquired byhas been acquired byhas been acquired bya portfolio company <strong>of</strong>has been recapitalized byBill Burkea portfolio company <strong>of</strong>a portfolio company <strong>of</strong>has been acquired byandMembers <strong>of</strong> ManagementFinancial AdvisoryServicesandValuation ServicesMergers & Acquisitions . Capital Raising . Financial Opinions & Valuations . Restructuring & Bankruptcy
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