Andersen Feldman Overview 241012cs

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Andersen Feldman LLC Mergers & Debt & Equity
Acquisitions Placements

Chicago
Detroit Strategic Financial
London Advisory Advisory
Phoenix

Middle Market & Emerging Growth
Corporate Financial & Strategic Advisory
Advisors to Private Equity, Boards, Senior Management & Entrepreneurs

Andersen Feldman LLC, Copyright 2012 All rights reserved

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Introduction

Andersen Feldman LLC was founded in 2009 as a boutique merchant and investment
banking firm. The firm utilizes internal and external expertise that includes industry
leaders, highly skilled professionals, entrepreneurs and bright, aggressive and talented
young people. Collective experience ranges from tech start ups to Fortune 100
companies with a presence in Phoenix, Detroit and London.

The common element of this group is their high level of skill, commitment and
motivation. Their diversity brings strength, dimension and capacity to our endeavors to
the great benefit of our clients. When combined with access to our European and
Asian resources we offer clients a global perspective with the attention and
commitment of a boutique firm.

At a time of great change and uncertainty, solutions to current challenges requires
creative thinking by highly skilled and experienced participants. Andersen Feldman is
uniquely positioned and qualified to create, execute and close solutions to the
business and financial challenges that are confronting companies globally.

Andersen Feldman LLC, Copyright 2012, All rights reserved.

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Investment Banking

 Mergers, Acquisitions, Divestitures
 Strategic Alliances
 Restructurings
 Debt & Equity Placements


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Strategic & Financial Advisory
Revenue/Performance Optimization
 New Market Introductions

 New Product Introductions

 New Technology Introductions

 Global Market Opportunities- Identified, Defined, Executed

 Sales Team Building & Training

 Creating Extended Enterprise Relationships

 Organizational Development

 Sales Management & Restructuring

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Market Approach

 Lower Middle Market
 Small privately held companies
 PE firms with portfolio companies in expired funds
 Revenue/Performance Optimization

 Middle Market
 Corporate strategic acquisitions, spinoffs, restructurings
 PE firms with portfolio companies in expired funds
 Private equity acquisitions, spinoffs
 Hedge fund divestitures


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Market Approach

 Early Stage Companies
 Strategic & financial advisory services
 Renewable energy, printed electronics, consumer electronics, automotive
and automotive technology.
 Capital raising
 Eco system partner development
 Business plan refinement
 Management team development
 Strategic Alliances


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International Relationships

 Europe

 Canada

 Middle East

 Asia

 South America

 We leverage global relationships to maximize client
opportunities and advantages.


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Global Relationships

 Capital Pool Company Transactions (TSX V)

 Eco System Partner Development

 Sales, Mergers & Acquisitions

 Revenue/Performance Optimization

 Facilitate Entry Into US Market


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Clients & Markets Served

 Stage of Development  Sectors
 Start-ups  Technology
 Early Stage  Healthcare
 Growth
 Energy/Clean Tech
 Mature
 Retail
 Private Companies  Manufacturing
 Automotive supply
 Public Companies
 Aerospace/Defense
 Senior Management & Boards  Consumer products
 Consumer Electronics
 Entrepreneurs
 Distribution
 Emerging Markets  Heavy Truck


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Our Strengths

 Results- our past client relationships have generated sales in
excess of $2 Billion as a direct result of our hands on, proactive
project engagement, strategies & execution.

 For 30 years we have been creating and executing strategies
to grow companies, introduce new products, introduce new
technologies, introduce off shore clients to the US market
efficiently and effectively, and launch start-up companies.

 Our time proven & success proven process and methodology
have been the foundation for our continued success.

Andersen Feldman LLC, Copyright 2012

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Team

 Michael J. Feldman is a business leader with 30+ years experience in advising
entrepreneurs, senior management and boards.
He has founded three technology companies and three boutique investment banks. Since his graduation
from the University of Michigan, he has been analyzing problems, and proposing and solving problems –
operational, financial and technological. His past assignments have ranged from start-ups to mature
Fortune 100 companies. He has successfully closed more sixty transactions- M&A, debt and equity
placements. Some of his industry experience includes technology, printed electronics, consumer
electronics & products, retail, automotive, aerospace, defense, energy and clean tech.

 Ronald Gardhouse has more than 30 years of senior level experience in the automotive
industry, having served in a succession of leadership positions at OEM and Tier 1 automotive
corporations.
Ron’s past assignments included Chief Executive Officer and President of Microheat, Inc. Prior to joining
Microheat, Mr. Gardhouse was Executive Vice President and Chief Financial Officer of Advanced
Accessory Systems, a designer and manufacturer of automotive accessories for original equipment
manufacturers and the aftermarket. He served as an Executive Vice President at Exide Technologies, a
global manufacturer of automotive and industrial batteries. At DaimlerChrysler Ron was a Vice
President, and prior to the merger, in a succession of senior level positions for more than 25 years
including: President, Asia Pacific Operations; Assistant Corporate Treasurer; Deputy Managing
Director, Chrysler, Mexico; and Assistant Corporate Controller. He began his career as a certified public
accountant with Deloitte & Touche. He received a M.B.A. from Michigan State University and a B.A. in
Business Administration from Eastern Michigan University. Mr. Gardhouse is a member of the board of
directors of Next Energy.


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Team

 Thomas DeJong has 30+ years experience as a highly skilled and accomplished
manufacturing executive.

Thomas DeJong has a strong record of increasing revenues, improving earnings and returning
shareholder value in high-tech equipment and product manufacturing. He has consistently
delivered cost reductions, quality improvements and increasing customer satisfaction through
Lean and Six Sigma techniques. Tom is experienced in leading sales, marketing, operations and
manufacturing in startup and turnaround modes, resulting in dramatic increases in revenues and
profits. Experienced in P&L budgets to $400M and matrix staffs to 3500+. With a well-honed
management skill set Tom has contributed by establishing vision and strategic direction,
optimizing operations through Lean, Six Sigma and Kaizen techniques, building and motivating
high-performing cross-functional teams and developing enterprise-wide synergy to fuel
consistent growth and profits.


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Team

 Mark W. Williams is a business executive with a broad-based background of
diversified responsibility and accomplishment in the automotive supply industry.
Well established knowledge in business operations, mergers and acquisitions, lean
manufacturing, capital optimization, financial analysis, international business, branded
products, sales strategy, contracts and negotiation. Currently engaged in leading initiatives
regarding electronics, hybrid, and sustainable solutions for OEM’s and aftermarket
customers. International business acumen includes Europe, India, China, Japan, and
Mexico..

 Timothy Ross has spent his thirty-five plus year career in marketing, sales, sales
management, and new business development.
He has accomplished experiences in all areas of business from retail to industrial to
technology development. He has worked in several high-paced industries including;
imaging, electronics, data management, and auto industries. He has worked globally in
North & South America, Europe, Asia, and Australian markets. Tim has an extensive
background in Consumer Electronics & Technology, PC & data electronics, data
connectivity & storage and digital imaging and he combines this with exceptional team
leadership, communication, & customer service skills to bring new products and
technologies to markets.


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Optimize Sales

Maximize EBITDA

Maximize Enterprise Value

Maximize Investor Returns


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 Business Development- Strategy & Process
 Creating Extend Enterprise Relationships
 Branding Strategies- Company, Product, Technology
 New Product/Technology Development Studies & Analysis
 Managing New Product/Technology Implementation
 Market Studies & Competitive Analysis
 Sales & Marketing Strategies
 New Global Market Opportunities, Strategies & Planning
 Sales Management & Restructuring (The Conquest Process)
 Project Management
 Organizational Development


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Representative Transactions


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Representative Clients

Delphi Automotive Systems

United Technologies Lear Corporation

Swann Philips

Pricol Good Design

Kyyba Kmart


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Case Study
OVERALL PROJECT RESULTS: $700MM NEW PRODUCT REVENUE

GLOBAL TRANSPORTATION INDUSTRY ELECTRICAL COMPONENT & WIRE HARNESS MANUFACTURE
INTRODUCE NEW DATA CONNECTIVITY PRODUCTS AND TECHNOLOGY TO GLOBAL OEM’S
SITUATION/ISSUE ACTIONS TAKEN RESULTS
· CREATE AN APPROACH TO INTRODUCE NEW DATA · WORKED WITH OEM’S AND INTERGRADED PRODUCT · GOT PRODUCTS APPROVED AT NORTH AMERICAN OEM’S
CONNECTION PRODUCTS TO TRANSPORTATION INDUSTRY MANUFACTURES FOR A PRECISE ALIGNMENT OF FIRST FOLLOWED BY ASIA AND EUROPE.
TECHNOLOGY
· EVALUATED THE TRANSPORTATION OEM’S AND FOR FULL · BROUGHT ALL DEVELOPMENT ENGINEERS TOGETHER TO · WORKED WITH OEM’S TO INCREASE PRODUCT
MARKET POTENTIAL CREATE A TECHNOLOGY TO PRODUCT 3 YEAR MAPPING PENETRATION TO MARKET FOR CONSUMER DEMAND
· BUILD A NEW DIVISION TO THE EXISTING COMPANY AND · CREATED BUSINESS ALLIANCES WITH INTERGRADED · BY END OF YEAR 2 HAD BUILT GLOBAL BUSINESS
A STRATEGIC PLAN TO GROW TO $500 MILLION IN FOUR PRODUCTS MANUFACTURES BOOKING INTO OVER $100 MILION BOOKED REVENUE
YEARS
· CREATE AND MANAGE THE GLOBAL SALES TEAM AND · ASSEMBLED NEW GLOBAL SALES TEAM AND CRM · CREATED HIGHLY COMPETITIVE GLOBAL PRICING
STRUCTURE TO GROW THE BUSINESS TRACKING SYSTEM PROGRAM AND MAINTAINED ABOVE INDUSTRY GPM
· CREATE THE SALE TOOLS AND TRAIN THE SALES TEAMS · DEVELOPED ALL MARKETING MATERIAL AND SALES · ACCURATELY TRACKED SALES INTO PROJECT LAUNCHES
TRAINING AND PRODUCTIONS
· TRACK AND REPORT BUSINESS DEVELOPMENT TO THE · ESTABLISHED GLOBAL SALES TARGETS BY OEM’S AND · WAS ABLE TO SECURE 100% OF THE TOP 5 OF 7
EXECUTIVE MANAGEMENT MODEL BREAKDOWN GLOBAL OEM’S BUSINESS
· ACCOMPLISH GOALS WHILE WORKING AS OUTSIDE · PERSONALLY TRAVELED WITH ACCOUNT MANAGERS TO · OVERALL PROGRAM RESULTED IN OVER $700 MILLION
INDUSTRY SPECIALIST WITH COMPLETE ACCESS TO UNDERSTAND EACH CUSTOMERS PAIN POINT IN NEW REVENUES BOOKED WITHIN THE PROJECT 4 YEAR
COMPANY’S STAFF, INFORMATION & RESOURCES TERM
· DEVISED GLOBAL LOGISTICS PROGRAM AND ON TIME
DELIVERY SYSTEM WITH MINIMAL WAREHOUSING NEEDS


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Case Study- Create Strategy To Facilitate
Entry Into US Market


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Representative Transaction
Restructuring & Venture Capital

 Issues
 Financial & Legal
 Involuntary bankruptcy
 Founder being sued for
fraud
 Failed to deposit
employees 401K
contributions
 Failed to pay payroll taxes

 Solution
 Mitigated all of above
 Capitalized Newco
 Acquired all assets

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Large Scale Corporate Project

Kmart Corporation  Solution
 Fixed price contract
 Issue
 Scope of project doubled
 Replace all in-store computer
systems with “open systems  Delivered on-time and in
relational database” platform budget
 Seven computers/store each  Utilized rapid development
with multiple custom methodologies
applications.  Train client employees in
 Utilized Kmart proprietary open systems environment.
operating system


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Strategic Analysis & Execution

Movie Warehouse  Solution
 Pursue both
3 year old video chain with
multiple locations in Detroit metro  First build critical mass
area. Industry consolidation was  Acquisition of a similar
under way. business in different state
 Opened more locations
 Issue
 Within six months, a public
 Growth through company offered $40 million
acquisition, or (12+ x what the company
 Sell was worth when we were
engaged).


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Additional Supporting Data

 Case Studies

 Resumes

 Other Data


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Balance Sheet Re-engineering

 Issue
 Over leveraged balance
sheet
 Replace mezzanine facility

 Solution
 Converted debt to equity
 Replaced mezzanine debt
with a commercial bank credit
facility
 Resulted in saving $3
million in annual interest
expense.
 Completed <90 days


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Case Study- Global Consumer Electronics
Manufacturer
GLOBAL CONSUMER ELECTRONICS MANUFACTURER
EXPAND NORTH AMERICAN SALES INTO HIGH END MARKETS
· GLOBAL CE MANUFACTURE WANTS TO · INTRODUCED MANUFACTURE TO NUMBER · PRODUCT DESIGNED AND PRODUCED TO
CREATE AND ENTER HIGH END PRODUCTS ONE SPECIALTY RETAILER IN TARGET HIT TARGETED LAUNCH DATE
MARKET MARKET

· CORRECT COMPANY IMAGE FROM MASS
MERCHANT TO SPECIALITY RETAILING

· NEED TO UNDERSTAND MARKET AND · FACILITATED REDESIGN AND FEATURES · UNIQUE DESIGN OF PRODUCT AND
RESELLERS NEEDS AND REQUIREMENTS WITH ENGINEERING GROUP AND MARKET VALUE CREATED INSTANT
RETAILER SUCCESS

· RETOOL PRODUCTS AND TECHNOLOGY · CREATED SPECIFIC MARKETING PROGRAM · BECAME TOP SELLING PRODUCT IN
FOR HIGH END MARKET FOR PRODUCT LAUNCH NUMBER OF UNITS SOLD IN RETAILERS
CATALOG

· UNDERSTAND COMPETITIVENESS OF NEW · TRAINED MARKETING TEAM AND · OPENED THE DOOR AND CREATED
MARKET CUSTOMER SERVICE GROUPS DEMAND FOR FUTURE PRODUCTS AND
TECHNOLOGIES BETWEEN COMPANIES

· CREATE PRODUCT WITH LIFE CYCLE AND · DEVELOPED PRODUCTION PLANS AND · WAS ABLE TO SECURE COMPANIES TOP
APPEAL TO MARKET TO COMPLEMENT LOGISTICS PLAN FOR PRODUCT SELLING PRODUCTS DURING PEAK
MANUFACTURING CYCLES SEASON.


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Case Study-Introduce & Establish Foreign
Supplier Business In US Market


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Case Study- Introduce Foreign CE
Supplier To US Market
GLOBAL MANUFACTURE OF SURVEILLANCE AND MONITORING EQUIPMENT
EXPAND NORTH AMERICAN BUSINESS IN RETAIL & DISTRIBUTION
· GROWING PRODUCT LINE WITHOUT · CREATED EXPOSURE INTO HIGHLY · EXPANDED MARKET FROM ZERO
ESTABLISHED BRANDING IN NA SPECIFIC DISTRIBUTOR ARENA PENETRATION TO 3RD LARGEST NA
BUSINESS SEGMENT

· PRODUCTS THAT ARE TECHNICALLY ON · TARGETED MID-SIZE CE REGIONAL · HAD SEVERAL KEY / UNIQUE ITEMS
LEADING EDGED FOR HOME RETAIL CHAINS WITH HIGH END SALES PLACE IN HIGH END RETAIL CATALOG FOR
INSTALLATION MARKET FLOORS AND STAFF BRANDING EXPOSURE
· EXPANDING PRODUCTS INTO INDUSTRIAL · CREATED BRANDING IMAGE WITH HIGH · CREATED PROGRAM TO HAVE NATIONAL
MARKETS END SPECIALTY RETAIL CATALOG SPECIALTY DISTRIBUTOR STOCK 80% OF
PRODUCTS

· BUSINESS DEVELOPMENT FOR NA RUN · HAD SPECIFIC PRODUCT TESTED AND · GAINED DEDICATED SPACE AND
FROM REMOTE COUNTRY, NOT NA REVIEWED BY INDEPENDENT CONSUMER CONSTANT MARKETING PROGRAM IN
EXPERIENCED REVIEW MAGAZINES REGIONAL RETAIL CE CHAIN FOR KEY
ITEM S AND DISPLAY
· EVALUATED COMPETITIVE PRODUCTS
AND FOCUSED PRICE AND PERFORMANCE
PROGRAM ON KEY ITEMS

· SMALL SIZE COMPANY WITH LIMITED · CREATED A LOGIC TO THE PRODUCT LINE · SHOWED CONTINUOUS GROWTH FOR 24
MARKETING RESOURCES AND A VALUE PROPOSITION CONSECUTIVE MONTHS OF PROGRAM.


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Case Study- Adopt Business Model To
Facilitate Entry Into New Market Segment

IT & ENGINEERING SERVICES PROVIDER
INTEGRATOR OF INFOTAINMENT AND TELEMATICS SYSTEMS
· CHANGE ENGINEERING SERVICE · REVIEWED AND UNDERSTOOD · ESTBLISHED A SOLUTION BASED
MODEL FROM CONTRACT PERSONELL CUSTOMER PAIN POINTS CUSTOMER MODEL
TO BEING A SOLUTION PROVIDER

· ACCOUNTABILITY TO SOLUTION · IMPLEMENTED PROGRAM · CONVINCED CUSTOMER TO SOURCE
MANAGEMENT, TIMELINES AND SOLUTION BASED PROJECTS
GATEWAY REVIEWS TO MANAGE THE
SOLUTION

· NEED FOR ECO SYSTEM SUPPLIERS · RESEARCHED AND ENGAGED · BROADENED EXPERTISE TO MANAGE
TO SUPPORT SOLUTION BASED COMPANIES TO ESTABLISH AN ECO EXPANED SYSTEM SOLUTIONS
PROJECTS SYSTEM

· NEEDED NEW BRANDED IDENTITY TO · WROTE AND POSITIONED BRAND · ESTABLISHED MARKETING AND
PROMOTE SOLUTION BASED MODEL VALUE PROPOSITION PROMOTIONAL VALUE PROPOSITION

· IDENTIFY AND QUALIFY NEW · CREATED SALES STRATEGY AND · SET IN PLACE A CONQUEST STRATEGY
CUSTOMERS SELLING PROPOSITION TO ESTABLISH TO SCALE $2.5 MILLION IN REVENUE
12 NEW CUSTOMERS


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Michael J. Feldman
Founder, Managing Director
Mr. Feldman has founded 3 technology firms and two boutique investment banks. He was founder
or co-founder and CEO of the following:
 Andersen Feldman- 2009, Co-Founder
 Boutique investment banking firm specializing in strategic & financial advisory services including
mergers, acquisitions, debt and equity placements.
 NthDegree Technologies Worldwide, Inc. 2005-2008, CEO, Co-Founder
 World changing technology in printed electronics and material science.
 Valuation went from $3 million to $60 million within 20 months.

 River Capital Markets- 1995-2005, Co-Founder
 Boutique investment banking firm specializing in mergers, acquisitions, debt and equity placements.
 Represented Bluestone Capital Partners, New York based boutique investment bank

 M.J. Feldman & Associates- 1986-1994, Founder
 Technology consulting
 Business process re-engineering
 Kmart project was winner of the Computerworld Smithsonian Institute award for best application of
technology.
 Boutique investment banking firm specializing in mergers, acquisitions, debt and equity placements.

 Retail Management Services- 1978-1986, Founder, CEO
 Hardware and software solutions for retailers
 Automatic replenishment systems for consumer product manufacturers
 Communication systems between POS systems and local and remote computers

 University of Michigan- BBA, Marketing & Economics


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Mark W. Williams
Managing Director
Well established knowledge in business operations, mergers and acquisitions, lean manufacturing, capital optimization,
financial analysis, international business, branded products, sales strategy, contracts and negotiation. Currently engaged in
leading initiatives regarding electronics, hybrid, and sustainable solutions for OEM’s and aftermarket customers. International
business acumen includes Europe, India, China, Japan, and Mexico.
 Ross – Williams Business Strategies, LLC, Founder & Principal, 2011 – Present
 Consultancy company who works with global clients to improve the front-end sales operations and increase revenues.
We focus on new business development and project execution.

 THE CAMPBELL COMPANY, Managing Director and President, 1993-Present
 Automotive supplier providing a world class portfolio of component and module supply
 Secured and managed 2.8 billion in sales; responsible for business development and supply responsibility for OEM and
Tier automotive sales
 Facilitated and negotiated supply and technical agreements which realized low cost emerging technology for customers
 Developed and led North American brand strategy initiatives for a European branded supplier to create brand
awareness in the US and the value derived by associating and utilizing the brand by creating budget, geographic and
market strategy and selected media use to populate the brand awareness.
 Managed and coached business development teams, program managers, program finances and lean manufacturing for
suppliers to maximize strategy, culture, and business systems to meet customer needs, accommodate new customers
and win business
 Established and implemented a corporate diversification initiative that resulted in an expanded supplier portfolio by
product and global region
 Led initiatives to globalize companies by developing and establishing joint ventures, acquisitions and supply
relationships with companies in Europe, Mexico, China and India
 University of Michigan, Business Administration, Economics


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Tim Ross
Managing Director
A creative, highly motivated, and results-oriented leader with 36 years of diversified experience in sales,
marketing, business management, and new business development. A strategically focused executive director
with expertise in managing globally diverse teams to accomplish specific business plans and growth goals. A
decisive team leader who possesses a proven record of accomplishment in planning and directing all aspects
of business operations including the ability to analyze critical financial data.

 Ross – Williams Business Strategies, LLC, Founder & Principal, 2011 - Present
Consultancy company who works with global clients to improve the front-end sales operations and
increase revenues. We focus on new business development and project execution.

 Delphi Automotive Systems LLC, Global Director of Sales & Marketing Delphi Data Connectivity
Systems, 2007 – 2011
 Global supplier of connectors, terminals and wiring systems to the automotive and commercial vehicle
manufacturing industry.
 Responsible for global sales teams, marketing / training campaigns and accountability for annual sales
and business development.
 Globally directed sales teams and customer management for data connectivity product.
 Directed business unit sales to over $175 million dollars in less than 30 months and on target to
achieve $400 million sales goal in first 48 months.
 Negotiated global contracts with customers for pricing, products, and deliverables.

 Accelerated Sales Group, Founder, 2005 Present
 Accelerated Sales Group is a sales, marketing & consulting group covering global and regional
markets with a focus on technology and related products.

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Additional Transactions
If tombstones do not play automatically, they may be viewed at
www.andersenfeldman.com


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Andersen Feldman LLC Mergers & Debt & Equity
5555 N. Sheridan Rd., Suite 904
Chicago, IL 60640
Acquisitions Placements
480.269.9618
121 W. Long Lake Rd, Suite 300
Bloomfield Hills, MI 48304
248.251.0045

Michael@AndersenFeldman.com
Strategic Financial
www.andersenfeldman.com
Advisory Advisory

Emerging Growth & Middle Market
Merchant & Investment Banking
Advisors to Senior Management, Boards & Entrepreneurs


Andersen Feldman Overview 241012cs

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