welcome to cal cap calabasas capital is a boutique...

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calabasascapital.com Securities offered through Fallbrook Capital Securities Corp., Member FINRA/SIPC. This should not be considered in any way an offer to buy or sell a security This is for informational purposes only. Buying or selling a security involves substantial risk. Investment may be worth more or less than the original investment. The Cal Cap Advantage Throughout our history, we have remained focused on serving the lower middle market with best-in-class advisory services and providing flawless execution for clients. Honest, accurate guidance and unique insight Experts at developing “strategic-fit” transactions that deliver better than expected results Undivided attention from senior firm professionals to ensure all your objectives are met Welcome To Cal Cap Calabasas Capital is a boutique investment banking firm providing financial advisory services to lower middle market privately held companies across specific industries. Mergers, Sales & Acquisitions Advisory: Sell-Side M&A and Buy-Side M&A Private Capital Raising: Equity & Debt Industrial Consumer Business Services Technology/Media Healthcare Expert Advice Driven By Deep Industry Insight DELIVERING STRAIGHT FORWARD SOLUTIONS THAT ENSURE SUCCESSFUL OUTCOMES

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Page 1: Welcome To Cal Cap Calabasas Capital is a boutique ...calabasascapital.com/wp-content/uploads/2016/12/... · Welcome To Cal Cap Calabasas Capital is a boutique investment banking

calabasascapital.com

Securities offered through Fallbrook Capital Securities Corp., Member FINRA/SIPC. This should not be considered in any way an offer to buy or sell a securityThis is for informational purposes only. Buying or selling a security involves substantial risk. Investment may be worth more or less than the original investment.

The Cal Cap AdvantageThroughout our history, we have remained focused on serving the lower middle market with best-in-class advisory services and providing flawless execution for clients.

• Honest, accurate guidance and unique insight• Experts at developing “strategic-fit” transactions that deliver better than expected results• Undivided attention from senior firm professionals to ensure all your objectives are met

Welcome To Cal CapCalabasas Capital is a boutique investment banking firm providing financial advisory services to lowermiddle market privately held companies across specific industries.

• Mergers, Sales & Acquisitions Advisory: Sell-Side M&A and Buy-Side M&A

• Private Capital Raising: Equity & Debt

IndustrialConsumer Business Services Technology/Media Healthcare

Expert Advice Driven By Deep Industry Insight

DELIVERING STRAIGHT FORWARD SOLUTIONS THAT ENSURE SUCCESSFUL OUTCOMES

Page 2: Welcome To Cal Cap Calabasas Capital is a boutique ...calabasascapital.com/wp-content/uploads/2016/12/... · Welcome To Cal Cap Calabasas Capital is a boutique investment banking

R E C E N T C L I E N T S U C C E S S :

ASI Entertainment and Screen Engine are both entertainment-industry focused full-service market research services companies.

Calabasas Capital served as financial advisor to ASI Entertainment and initiated this transaction.

has been acquired by:

PrintRunner and Uprinting are both leading online commercial printers.

Calabasas Capital served as majority shareholder of PrintRunner, Inc. and initiated this transaction.

has been acquired by:

a portfolio company of:

from

Stix Holdings, LLC has acquired the assets of:

Pick Up Stix is a chain of fast casual Chinese restaurants, including 70 company-owned stores and 4 franchises.

Calabasas Capital served as financial advisor to Stix Holdings, LLC an affiliate of Mandarin Express, Leeann Chin & Chin’s Asia Fresh.

Carlson Restaurants, Inc.

NTN Wireless Communications is one of the largest manufacturers and distributors of restaurant paging systems.

A managing director of Calabasas Capital served as financial advisor to NTN Wireless Communications while at a previous firm.

NTN Wireless Communications

has been acquired by:

Background Images, Inc.has raised $3.6 million in financing from:

Background Images is a leading equipment rental services company to the television, motion picture, concert production and tradeshow industries.

Calabasas Capital served as exclusive financial advisor to Background Images, Inc. and initiated this transaction.

has raised private equity from a group of investors led by:

SJ Investment Co.

Tranzlogic is a rapidly growing provider of retail customer analytics leveraging payment processor networks.

Calabasas Capital served as exclusive financial advisor to Tranzlogic, LLC. and initiated this transaction.

Hamlet Group is an iconic national casual dining restaurant chain.

A managing director of Calabasas Capital served as financial advisor to Hamlet Group while at a previous firm.

Hamlet Group, Inc. & Subsidiarieshave been acquired by:

A Private Investment Group

World Industries is a leading action sports footwear brand.

A managing director of Calabasas Capital served as financial advisor to i.e., distribution while at a previous firm.

has acquired the assets of World Industries

With $3.5MM inMezzanine Debt FinancingRaised From:

NTN Software is a provider of hospitality reservation and table management systems.

A managing director of Calabasas Capital served as financial advisor to NTN Software Solutions, Inc.while at a previous firm.

have been acquired by:

ESP Systems, LLC

The assets of NTN Software Solutions, Inc.

has acquired a majority interest in

Calabasas Capital served as exclusivefinancial advisor to Visual Data.

Visual Data Media Services provides contentmanagement, storage, distribution and post-production services to the entertainment andtelevision broadcast industries.

Calabasas Capital served as exclusivefinancial advisor to Modul Marble & Graniteand initiated this transaction.

Modul is an importer and distributor of premium natural stone and tile products.

has been acquired by

a portfolio company of

Revolution Eyewear is a branded manufacturerand distributor of proprietary eyeglass frames.

Calabasas Capital served as exclusive financialadvisor to Revolution and initiated this transaction.

private debt financing

Revolution Eyewear Inc.

Calabasas Capital served asfinancial advisor to Blue Sky Network and initiated this transaction.

has been recapitalized by

Blue Sky provides a cloud-based fleet management and tracking solution to the airline, marine and trucking industries.

“We are very pleased to have found a strong buyer in AGM which will be able to continue the strong growth we have experienced in our company. Mr. Bonrouhi and his team at Calabasas Capital did an excellent job running a comprehensive sale process, soliciting multiple offers from various interested parties and leading us to this successful outcome.”

O s e p T o k a t , F o u n d e r a n d C o - O w n e r o f M o d u l M a r b l e & G r a n i t e

“My business partner I were very pleased with the comprehensive representation we received from Calabasas Capital throughout this sales process. David and his team gave us hands-on attention and made sure every element of the deal ran smoothly. We were so pleased that we later rehired Calabasas Capital to assist us in finding another company to acquire.”

M i k e Z a y a , M a j o r i t y S h a r e h o l d e r a t P r i n t R u n n e r

D a v i d B o n r o u h i M a n a g i n g D i r e c t o r 8 1 8 . 6 5 7 . 6 1 3 0 D a v i d @ C a l a b a s a s C a p i t a l . c o mB r a n d t B l a n k e n M a n a g i n g D i r e c t o r 8 1 8 . 6 5 7 . 6 1 0 2 B l a n k e n @ C a l a b a s a s C a p i t a l . c o mL a u r a A z z a l i n a V i c e P r e s i d e n t 8 1 8 . 6 5 7 . 6 1 3 2 L a u r a @ C a l a b a s a s C a p i t a l . c o m

Buyside M&A Advisory

Calabasas Capital served as buyside M&Aadvisor for Impex Global and its private equityowner LaSalle Capital.

Impex Global is a value-added distributor of flexible packaging.

Calabasas Capital served as buyside M&Aadvisor for Resourcing Edge and its investorCVF Capital Partners.

Buyside M&A Advisory

Resourcing Edge is a PEO which offers outsourced payroll, employee benefits and HR services to small and medium sized businesses with offices across the U.S..

Calabasas Capital served as buyside M&Aadvisor for Raymundo’s and its private equityowner AUA Private Equity Partners.

Buyside M&A Advisory

Raymundo's is a manufacturer and distributor of refrigerated foods primarily targeting the Hispanic community.