Midtown-CSI Presentation
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Transcript of Midtown-CSI Presentation
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Creative Solutions International&
Midtown Partners & Co.
Increasing the Visibility of Small-Cap Companies
August 2011
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Our Unique Service – Filling A Need
A huge need exists for many small-cap companies to:
Raise capital Gain increased investor awareness Expand their shareholder base and Improve their market capitalization
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Together CSI & Midtown Partners
Offer a complete package to small-cap companies
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Midtown Partners & Co.(Midtown)
Broker dealer license Private placement and “best efforts”
underwriting Raising Capital Initiate smaller IPOs ($5-$25M) Registered direct transactions
(RDOs) and “Re-IPO” secondaries Examples include NNVC and GNBT
Secondary offerings of listed companies
Creative Solutions International (CSI)
Business Analysis Strategy Marketing Communications Financial Consulting Operations Product Development Supply Chain Review Risk Management Organizational design
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Target Companies – CSI & Midtown
Revenue Target: Up to $500 million Stage: Start-Up through Growth Vertical Preferences: Healthcare, Medical Technology,
Technology, Aviation/Transportation, Clean Technology, Energy, Entertainment, Hospitality, IT Healthcare Providers, Internet, Telecommunications, Manufacturing, Oil & Gas, Pharmaceuticals, REITs, Security, Defense.
Management Team: CSI can provide support functions to fill vacancies or address weaknesses
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Overview – CSI & Midtown
Midtown Expertise: investment banking, retail
& institutional brokerage, and investment research
Top 5 most active in placement agent league tables
Distribution through a network of broker dealers
Strong team with proven track records; 100+ years combined experience, raising in excess of $1 billion
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CSI Augment deal experience with
industry and operating knowledge. Add value to client companies and
partners Expertise: management and
marketing consulting including branding, corporate finance, distribution, human resources, operations, organizational design and strategy
Strong team with proven Main Street and Wall Street success; 300+ years experience
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Group Experience & Services
Midtown Partners
Equity Research Director of Research named to
Institutional Investor’s All-American Research Team 12 times
IPOs / Public Offerings Extensive experience with Josephthal
Lyon & Ross and Whale Securities-- leaders in the sub $25M IPO business
Registered Direct / Private Placements Top 5 most active placement agent
Retail Brokerage CEO hired and managed hundreds of
retail stock brokers for several firms
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CSI Principals
Public Offerings Founded 5 companies that
ultimately went public Capital Raise
Raised in excess of $3 billion International
Experienced in Europe, Pacific Rim and Latin American markets
Executive Management CEOs of a dozen companies Managing Director of two global
investment banking firms Head of Marketing for Fortune 5
company division
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Midtown Provides Corporate Profiles
Director of Research named to Institutional Investor’s All-American Research Team 12 times
Create in-depth profile of a company within its industry Introduce company to retail investors with “lifestyle”
or professional interest in field Create shorter versions of company materials for
mailings, emailing and other electronic media Introduce story to retail brokers Introduce story to Institutions
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Small-Cap Advisory
Package companies’ messages to generate investor interest and recognition
Assist issuers with access to the right prospective investor base
Deliver valuable solutions to companies that believe their stocks are not being properly valued due to lack of awareness and/or an insufficient number of shareholders
Working with CSI and Midtown can increase investor awareness for many public companies with the goal of increasing shareholder value
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The Team – CSI and Midtown
The CSI Team brings a wealth of experience perfecting and illuminating the profiles of start-up, early stage, small-cap companies, structuring and advising those companies and providing them with the resources they need.
The Professionals at Midtown have successful careers working with executives from small-cap companies to realize the value of their stock – by helping them raise capital, and grow their shareholder base by providing critical information about the company and its prospects.
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For More Information
Midtown Partners & Co., LLC380 Lexington Avenue, 17th FloorNew York, NY 10168Tel: (212) 551-7970Fax: (646) 349-5113
John R. ClarkeManaging [email protected](212) 551-7970
Main office - New York, NY
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All inquiries should be directed to:
Creative Solutions International24 East AvenueNew Canaan, CT 06840Tel: (203) 972 1466
Donal [email protected](203) 972-1466
Main office – Boca Raton, Fl Satellite offices in CT, NY, PA, SC