CREDENTIALS PRESENTATION
Corporate Advisory Solutions INTEGRITY, CONFIDENTIALITY, EXPERIENCE ABOUT CORPORATE ADVISORY SOLUTIONS CAS is a merchant bank based in Philadelphia and Washington, D.C., specializing in M&A, and strategic advisory for the Tech-Enabled Outsourced Business Services (OBS) sector. The CAS team brings over 40 years of combined M&A, valuation and strategic advisory experience to every engagement, and its members have successfully completed over 100 transactions representing more than $2 billion in deal value within these core markets. We actively participate in multiple OBS trade associations.
Corporate Advisory Solutions INTEGRITY, CONFIDENTIALITY, EXPERIENCE CORE COMPETENCIES We possess more than 40 years of experience developing and implementing successful growth, acquisition and exit strategies for clients as their markets are increasingly transformed by technology. • M&A Engagements (Buy-Side and Sell-Side) • Business or Delinquent Receivable Valuations • Market Research and Due Diligence Support • Capital Raising • M&A and Strategic Growth Consulting • Business Plan Development/Implementation Services • Fair Market Valuation/Fairness Opinion • Establishing Partnerships/Joint Ventures • Non-Performing Asset Sales • Merchant Banking • Special Situations
Corporate Advisory Solutions INTEGRITY, CONFIDENTIALITY, EXPERIENCE FOCUS ON OUTSOURCED BUSINESS SERVICES We focus on Tech-Enabled Outsourced Business Services companies that specialize in the following areas: Tech-Enabled Outsourced Business Services Accounts Debt Receivable Settlement Management Healthcare Payment INTEGRITY, CONFIDENTIALITY, EXPERIENCE Revenue Cycle Processing Management Customer Specialty Relationship Finance Management
SERVICES
Corporate Advisory Solutions SERVICES INTEGRITY, CONFIDENTIALITY, EXPERIENCE STRATEGIC ADVISORY Board Level Consulting – Assist in developing and implementing appropriate growth and exit strategies based on defjned client objectives. Comprehensive Business Assessment – Provide clients with a perspective on what aspects of their businesses drive and detract value; for certain needs we will partner with other industry experts. Regulatory Compliance Assessments – CAS has been designated as a preferred vendor for members of the Receivables Management Association (RMA) who need to establish or update their compliance management systems. We also provide mock assessments for OBS companies who require assistance preparing for their Consumer Financial Protection Bureau (CFPB) audit. Financial Performance Reviews – We help clients develop a contribution margin analysis, which determines where the profjtability by client, location and/or service offering. Contribution Margin Analysis – We help clients assess their company’s performance from the buyer’s perspective. This information has been extremely useful for clients who are also seeking to consolidate, or grow their businesses. Market Research – CAS helps our clients make smart buy vs build decisions by providing analysis and understanding of current and projected future trends in specifjc industries. Executive Recruitment – CAS maintains a strong network of talented executives and professional recruiters.
Corporate Advisory Solutions SERVICES INTEGRITY, CONFIDENTIALITY, EXPERIENCE TRANSACTION ADVISORY Mergers & Acquisitions – We manage both sell-side and buy-side representations. Merchant Banking – CAS provides merchant banking services by establishing long-term mutually benefjcial relationships with our clients that can involve multiple transactions or business events during the course of our engagement. Sell-Side & Buy-Side Representation – Where our merchant banking model is not appropriate, CAS can serve as a traditional sell-side or buy-side representative. Recapitalization/Capital Raising – As licensed broker dealer representatives, we can make introductions to members of our debt and equity fjnancing network for clients not yet ready to sell their business but in need of growth capital. Strategic Partnership/Joint Venture – Partnering with another service provider can facilitate breaking into a new market or service. CAS has established these types of arrangements, some of which have resulted in mergers and acquisitions. Fairness Opinions/Fair Market Valuations – Our valuation team can serve whether a transaction is already underway or a client is undergoing an estate planning change, divorce or looking to transition equity ownership to management. Distressed Asset Sales – For businesses seeking to divest delinquent/rehabilitated consumer or commercial account portfolios, CAS can access the market value of the portfolios and quickly source qualifjed buyers. We can also assist in fjnancing specifjc projects/engagements. Specialty Finance – We assist clients with acquiring and divesting delinquent/ rehabilitated consumer account portfolios and fjnancing specifjc projects/engagements. Debt Settlement – CAS provides services to Debt Settlement companies, including company valuations and merger and acquisition advisory services.
Corporate Advisory Solutions SERVICES INTEGRITY, CONFIDENTIALITY, EXPERIENCE STRATEGIC INVESTMENTS As a part of our commitment to serving as a strategic long-term partner, the principals of CAS are prepared to make selective growth capital investments. We will invest our own capital, and as needed, invite other high net worth individuals with industry experience to invest alongside of us subject to the interest of the partner. Our investment strategy is primarily focused on companies that are involved in one or more of our core OBS sectors, but we will make exceptions based on the investment opportunity.
TEAM
Corporate Advisory Solutions TEAM INTEGRITY, CONFIDENTIALITY, EXPERIENCE Michael Lamm Managing Director Direct: 215.717.8719 Mobile: 202.904.7192 mlamm@corpadvisorysolutions.com Michael oversees and executes on M&A engagements, investment opportunities, compliance/regulatory assessments, strategic consulting, valuation, expert witness litigation matters while also charting the fjrm’s corporate direction and strategic growth plan. Mark Russell Managing Director Direct: 240.235.6009 Mobile: 301.404.5757 mrussell@corpadvisorysolutions.com Mark helps clients prepare their businesses for sale. He manages all aspects of the fjrm’s operations and transaction advisory engagements while working from the fjrm’s Chevy Chase, MD offjce. Mark also plays a central role in the fjrm’s Merchant Banking business. In addition to helping clients prepare a business for sale, he works with clients who wish to make an acquisition to either grow or diversify a business. Mark also provides valuation and strategic consulting services to client companies.
Corporate Advisory Solutions TEAM INTEGRITY, CONFIDENTIALITY, EXPERIENCE Nick Ciabattone Senior Associate Direct: 215.278.9900 Mobile: 609.203.7602 nciabattone@corpadvisorysolutions.com Nick provides administrative and transaction advisory support to the principals of CAS. Nick serves as lead deal support on M&A transactions and is responsible for closing numerous sell-side and buy-side transactions as well as completing various portfolio/company valuations, strategic advisory, consulting and compliance assignments. Nick has been a member of the Receivables Management Association (RMA) Public Relations and Marketing Committee since 2016. He is also a member of the Healthcare Financial Management Association (HFMA) and is a member of the Association for Corporate Growth (ACG) University Class of 2018. Mickey Kaiser Associate Direct: 215.437.0218 Mobile: 570.242.5644 mkaiser@corpadvisorysolutions.com Since joining CAS in 2017, Mickey has served as lead deal support on numerous M&A transactions and engagements as well as completing several portfolio/company valuations, strategic advisory, market intelligence and consulting engagements.
Corporate Advisory Solutions TEAM INTEGRITY, CONFIDENTIALITY, EXPERIENCE Drew Sacher Analyst Direct: 215.989.4873 Mobile: 631.603.2280 dsacher@corpadvisorysolutions.com Drew Sacher provides administrative and transaction advisory support to the principals of CAS. He assists with the fjrm’s M&A, strategic consulting, valuation, compliance and regulatory business practices.
CONTACT US Corporate Advisory Solutions 2001 Market Street, Suite 2500 Philadelphia, PA 19103 215.717.8719 www.corpadvisorysolutions.com Corporate Advisory Solutions 2 Wisconsin Circle, Suite 700 Chevy Chase, MD 20815 240.235.6009 www.corpadvisorysolutions.com
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