Wall Street Partner Overview
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Transcript of Wall Street Partner Overview
Introductory MaterialIntroductory MaterialIntroductory Material Introductory Material Wall Street PartnerWall Street Partner
2009200920092009
Advisors With Integrity, Advice Without Bias
Omniscient Holdings, LLC
Wall Street Omniscient Wall Street Partner
Omniscient Advisors, LLC PickaCharity.org
Investor RelationsAdvisory
Consulting & Financial Advisory
Philanthropy
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“Does the flap of a butterfly’s wings in “Does the flap of a butterfly’s wings in B il ff d i T ”?B il ff d i T ”?Brazil set off a tornado in Texas”?Brazil set off a tornado in Texas”?
—— Edward Lorenz Edward Lorenz
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Team of executives with the depth of experience across a broad Team of executives with the depth of experience across a broad range of industriesrange of industries
Wall Street financial expertise from the leading “bulge bracket” Wall Street financial expertise from the leading “bulge bracket” investment banksinvestment banks JPMorganJPMorgan JPMorganJPMorgan Morgan StanleyMorgan Stanley Merrill LynchMerrill Lynch
B l C it lB l C it l Barclays CapitalBarclays Capital
Corporate and operating experience at major corporations that Corporate and operating experience at major corporations that are leading players in their respective industriesare leading players in their respective industriesg p y pg p y p PepsiCoPepsiCo Real NetworksReal Networks White EnergyWhite Energy
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gygy MarchFirstMarchFirst
An advisor you can truly trust
Industries of Specialization Areas of Expertise
Media & TelecomMedia & Telecom ConsumersConsumers
Corporate strategyCorporate strategy RestructuringsRestructurings
HealthcareHealthcare Alternative EnergyAlternative Energy
I t tI t t
Mergers & acquisitionsMergers & acquisitions DivestituresDivestitures
P i t l tP i t l t InternetInternet Philanthropy & Philanthropy &
NonprofitNonprofit
Private placementsPrivate placements EquityEquity DebtDebtpp
Operations Operations optimizationoptimization
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Put clients firstPut clients first
Deliver unbiased adviceDeliver unbiased advice
Set clear objectives upfront Set clear objectives upfront Uncompromising Uncompromising j pj p
to assess progressto assess progress
Have skin in the gameHave skin in the game
Uncompromising Uncompromising integrityintegrity
Successful resultsSuccessful resultsH i liH i li
Small upfront retainerSmall upfront retainer SuccessSuccess--fee based fee based
compensation structure aligns compensation structure aligns us with client’s interestsus with client’s interests
Happier clientsHappier clients Long term Long term
relationshipsrelationshipsus with client s interestsus with client s interests
Only accept assignments Only accept assignments where we can have impactwhere we can have impact
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Execute structured processExecute structured process
Strong network of “first call” relationships
Minimum of 10 years Minimum of 10 years Typical Partner Profile
Broker Dealers
experience at a major Wall experience at a major Wall Street investment bank or Street investment bank or in a major corporationin a major corporation
Private Equity Firms
Strategic Corporations
Graduates of Ivy League Graduates of Ivy League institutions or top 20 institutions or top 20 universitiesuniversities
Omniscient Advisors
Genuine passion for Genuine passion for making an impact for making an impact for clientsclients
Lending Institutions
Private Investors
Unparallel ethical Unparallel ethical standards and standards and professionalismprofessionalism
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Management consultants + investment bankers = Omniscient Advisors
Mergers & acquisitions Mergers & acquisitions Analyze strategic Analyze strategic
FinancingFinancing Private placements of debt Private placements of debt
What can we do for you?
Analyze strategic Analyze strategic opportunitiesopportunities
Assess valuationAssess valuation Evaluate funding Evaluate funding
Private placements of debt Private placements of debt and equityand equity
Operations Operations Optimize your company’s Optimize your company’s gg
requirementsrequirements Corporate strategyCorporate strategy
Optimize growth strategyOptimize growth strategy
Optimize your company s Optimize your company s efficiencyefficiency
Restructurings/turnRestructurings/turn--aroundaround Interim managementInterim managementp g gyp g gy
Strategic position analysisStrategic position analysis Marketing/branding Marketing/branding
assessmentassessment
Interim managementInterim management Assess financial Assess financial
restructuring plansrestructuring plans Credit analysisCredit analysis
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Make your first impression a lasting one
Leverage our Wall Street background and experience Leverage our Wall Street background and experience to handle the tough questions from institutional to handle the tough questions from institutional to handle the tough questions from institutional to handle the tough questions from institutional investors (“smart money”)investors (“smart money”)
We understand “smart money” concerns and can help We understand “smart money” concerns and can help We understand smart money concerns and can help We understand smart money concerns and can help position your organization in the best lightposition your organization in the best light
We do not issue paid research reportsWe do not issue paid research reportsp pp p Often hired by small and midOften hired by small and mid--cap companies to issue favorable press cap companies to issue favorable press
releases under the guise of Wall Street research (highly biased)releases under the guise of Wall Street research (highly biased) Negative connotation and stigmaNegative connotation and stigma——SEC has filed charges against many such SEC has filed charges against many such
h fi f “ d d ” h th t i l d i th fi f “ d d ” h th t i l d i tresearch firms for “pump and dump” schemes that mislead investorsresearch firms for “pump and dump” schemes that mislead investors Smart institutional investors are sophisticated and shun companies who pay Smart institutional investors are sophisticated and shun companies who pay
to have research publishedto have research published
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Review all media and investor communications before Review all media and investor communications before publicationpublication Press releasesPress releases Earnings releasesEarnings releases Video releasesVideo releases
Advise senior management on presentationsAdvise senior management on presentations Provide feedback on draft documents of presentations, including financial Provide feedback on draft documents of presentations, including financial
presentations to investors and company updatespresentations to investors and company updatespresentations to investors and company updatespresentations to investors and company updates Advise management on key issues to be focused on when delivering the Advise management on key issues to be focused on when delivering the
presentationspresentations Prepare management for questions that may be asked Prepare management for questions that may be asked
−− PostPost--presentation Q&A sessionspresentation Q&A sessions−− Interviews with financial press agenciesInterviews with financial press agencies
Filter incoming investor questions and advise management with Filter incoming investor questions and advise management with
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Filter incoming investor questions and advise management with Filter incoming investor questions and advise management with appropriate responsesappropriate responses
As former investment bankers at As former investment bankers at the bulge bracket firms, we have the bulge bracket firms, we have the bulge bracket firms, we have the bulge bracket firms, we have been on the other side of the table been on the other side of the table scrutinizing financial information scrutinizing financial information of companiesof companiespp
Although we would consider oneAlthough we would consider one--time projects, we are seeking a time projects, we are seeking a long term relationship with our long term relationship with our long term relationship with our long term relationship with our clients clients
We put our reputation on your We put our reputation on your success…success…
…By keeping our profile low, and …By keeping our profile low, and your organization’s profile highyour organization’s profile high You can be confident with
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your organization s profile highyour organization s profile highthe right partner
Contact us in strict confidence
Omniscient Holdings, LLCOmniscient Holdings, LLC14 Wall Street, 2014 Wall Street, 20thth FloorFloorNew York, NY 10005New York, NY 10005Phone: Phone: (212) 444(212) 444--83838383Fax: Fax: (866) 447(866) 447--86908690( )( )Email: Email: [email protected]@WallStPartner.com
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This document is confidential and proprietary to Omniscient Holdings, LLC and its subsidiaries (collectively “Omniscient” or This document is confidential and proprietary to Omniscient Holdings, LLC and its subsidiaries (collectively “Omniscient” or thethe“Company”) and is being provided to the recipient, in confidence, on the understanding that the recipient will observe and “Company”) and is being provided to the recipient, in confidence, on the understanding that the recipient will observe and comply with the terms and conditions stated below. By accepting this document, the recipient:comply with the terms and conditions stated below. By accepting this document, the recipient: acknowledges that the information contained herein including information regarding Omniscient portfolio companies acknowledges that the information contained herein including information regarding Omniscient portfolio companies acknowledges that the information contained herein, including information regarding Omniscient, portfolio companies, acknowledges that the information contained herein, including information regarding Omniscient, portfolio companies,
relationships, partners and the strategic approach of Omniscient, is confidential and proprietary;relationships, partners and the strategic approach of Omniscient, is confidential and proprietary; agrees to destroy or return this document promptly if Omniscient or any of its agents or affiliates ask the recipient to do sagrees to destroy or return this document promptly if Omniscient or any of its agents or affiliates ask the recipient to do so;o; agrees that this document information are contained herein for the exclusive use of the recipient and recipient’s professionaagrees that this document information are contained herein for the exclusive use of the recipient and recipient’s professional l
advisors (if any);advisors (if any); agrees not to reproduce or distribute this document or discuss its contents with any person other than the recipient’s agrees not to reproduce or distribute this document or discuss its contents with any person other than the recipient’s
f l d l f h b d d df l d l f h b d d dprofessional advisors, unless written consent from Omniscient has been provided; and professional advisors, unless written consent from Omniscient has been provided; and agrees to cause the recipient’s professional advisors (if any) to maintain this document and the information contained hereinagrees to cause the recipient’s professional advisors (if any) to maintain this document and the information contained herein
in confidence.in confidence.
Omniscient is not, and is not expected to be, registered as an investment company under the Investment Company Act of 1940. Omniscient is not, and is not expected to be, registered as an investment company under the Investment Company Act of 1940. This document is merely an introduction to the Company and is not an offer to sell or a solicitation of an offer to buy, nor This document is merely an introduction to the Company and is not an offer to sell or a solicitation of an offer to buy, nor shashall ll This document is merely an introduction to the Company and is not an offer to sell or a solicitation of an offer to buy, nor This document is merely an introduction to the Company and is not an offer to sell or a solicitation of an offer to buy, nor shashall ll any be offered or sold to any person in any jurisdiction in which such offer, solicitation, purchase, or sale would be unlawfany be offered or sold to any person in any jurisdiction in which such offer, solicitation, purchase, or sale would be unlawful ul under the securities laws of such jurisdiction.under the securities laws of such jurisdiction.
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