2. Three Good Reasons to Work with The CHRISTMAN Group
1. Unique, Integrated Approach to Serving a Client’s Needs
• Our approach empowers clients with the information they need to make informed decisions.
• We integrate all of the personal, business, legal, financial, and tax issues into a single process.
• We customize our services based on each client’s unique needs.
• Our approach maximizes the after-tax proceeds our clients keep after the exit.
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2. Unsurpassed Record of Delivering Results for Clients
• Ou ea
Our team has been involved in o e 460 success u transactions.
as bee o ed over 60 successful a sac o s
• Our former clients are our best source of new business.
3. Qualified Professionals with Outstanding Credentials
• Over 150 years of combined M&A experience.
• Direct involvement of senior members of our team.
• Our professionals have some of highest professional and academic credentials in our field.
4. There are 7 primary transfer channels for any business:
TRANSFER MOTIVES
TRANSFER CHANNELS
Employees Charitable Family Co-Owners Outside Outside Public
Trusts (Retire) (Continue)
T R A N S F E R M E T H O D S
- ESOPs - CRTs - Gifts - Buy/Sell - Negotiated - Consolidated - Initial Public
- Management - CRATS - SCINs - Russian One-Step Roll-ups Offerings
Buyout/Ins - CRUTs - Annuities Roulette Private - Buy and Build - Direct Public
- Options - Dutch Auctions Recaps Offerings
- CLTs - GRATs
- Phantom Stock Auction - Two-Step - Reverse Mergersg
- CLATs - FLPs
- Right of First Public - Going Private
- Stock - CLUTs - IDGTs
Refusal Auctions
Appreciation Rights
INTERNAL EXTERNAL
TRANSFERS TRANSFERS
5. We assist the owners of private companies analyze, design,
develop, implement, and execute on one or more of those transfer
channel strategies by providing a variety of services
services.
Execution of
Business Planning: Business Services: Transfer Strategies:
Employees
“SET” for Life Program Business Valuation Charitable Trusts
Strategic Planning in a Executive Family
Box Compensation Studies
Co-Owners
ESOP Feasibility Studies Fairness Opinions
3rd Party Sale (Retire)
Value Enhancement
a ue a ce e t
3rd P t Sale
d Party S l
Strategies &
(Continue)
Execution
Public (IPO)
6. The Christman Group
Middle Market The Christman Group is a middle market investment bank that assists the
owners of private companies. Through our proprietary “SET for Life”™
Investment Banking
Program, we design, develop, implement, and execute a variety of corporate
g g y
Services transition strategies.
We specialize in working We specialize in serving the unique needs of privately owned businesses and their owners. As a trusted
with private companies advisor to entrepreneurial business owners and their families, we design and implement creative, focused
solutions that help clients achieve their long-term objectives. Our approach integrates and addresses all of
that have revenues from the
th personal, business, l
l b i legal and t i
l d tax issues i involved i any corporate t
l d in t transition i l di
iti including: advanced estate
d d t t
$5 million to over $150 planning, generational transfer, ESOP, MBO, and 3rd party sales. This simplifies the exit process for
business owners and maximizes the net proceeds they keep following the exit.
million
We have advised on over The principals of The CHRISTMAN Group have been involved in over 460 successful transactions worth
over $4.1 billion.
460 Transactions
We have industry The Christman Group has significant experience in a wide range of industries, including general
expertise manufacturing, business services, consumer products, computer services and equipment, distribution,
food and beverage, healthcare, industrial products, packaging, and transportation.
We have a truly Virtually all of our people have MBAs or other advanced degrees. Some are attorneys, CPAs, CFAs or
hold other professional designations
designations.
remarkable staff
6
8. Success Stories
FINANCIAL SERVICE COMPANIES Koochy Koncepts, Inc.
The Johnson Group Actown Electrocoil, Inc.
York Claims Service , Inc. Schwitzer Craft
Graham-Rogers, Inc. SportStar, Inc.
Employers Service Corporation of WV Nulyne, Inc.
Nulyne Inc
MANUFACTURING COMPANIES Celebrity Boats
Precision Governors, LLC Jesada Tools, Inc. & Jesada Mft., Inc.
Capital Tool SERVICE COMPANIES
Park Corporation Johnson Group, Inc.
C&M Conveyor Systems Spectrum Medical Leasing
Fort Lock Sterling Copy Center
Manco Products General Cylinders, Inc.
Industrial Molded Products, Inc. Capitol Marketing Concepts, Inc.
Dallman Industrial Corporation TECHNOLOGY RELATED COMPANIES
R-V Metal Fabricating, Inc. Advanced Information Solutions, Inc.
Central Florida Hot Mix, Inc. Alternate Solutions, Inc.
Midwest Stamping Polmar, Inc.
R. A.
R A Briggs TRANSPORTATION COMPANIES
Aztec Wire, Inc. Hiner Transportation
RDR, Inc. Boncosky Services
Progressive Industries Skagit Transportation
American Avionic Technologies, Inc. RETAIL COMPANIES
Dettra Flag Company, Inc. Gibsons Department Stores
Industrial Rubber Products Company
p y WHOLESALE DISTRIBUTION COMPANIES
Wolverine Die Cast Corp. American Academic
American Plastics Company Amherst Equipment Corporation
RPM, Inc. W. H. Reynolds Distributor
Dynacept Company, Inc. Dasco Paper, Inc.
Micro Enterprises, Inc. Executive Binding Systems, Inc.
Post Script Press Avon Oxygen & Supply Co.
10. Selected Team Bios
Peter G. Christman Peter Christman is an experienced entrepreneur, corporate executive and investment banker. During his 25-
CEO & Founder year investment banking career Pete has successfully sold more than 200 companies in a wide variety of
industries. Transactions have ranged in size from several million dollars to over one hundred million dollars.
Before becoming a middle market investment banker, Pete spent 17 years in high-level marketing and
management positions with both Ford Motor Company and Xerox Corporation. Pete is an active member of
industry organizations such as the Association for Corporate Growth, Midwest Business Brokers and
Intermediaries Association, and the Indianapolis Venture Club.
James R. Bates Jim Bates is an experienced businessman and entrepreneur. Prior to joining The CHRISTMAN Group, Jim
Managing Director was in charge of the business valuation division of a national consulting firm until he left to establish his
own business valuation and appraisal practice.
During his career, Mr. Bates has been involved in over 500 valuation assignments for companies in over 25
different industries. Jim works with strategic and financial buyers on a regular basis. Jim’s in-depth
understanding of business valuation issues makes him a valuable resource on any transaction team.
Mr. Bates is also an active speaker and writer on business valuation and exit planning issues.
Please visit our website at www.christmangroup.com to learn more about the many other
talented
t l t d professionals who make up Th CHRISTMAN G
f i l h k The Group.
11. We Look Forward to Discussing How We
Can Serve You
Please contact us to schedule a confidential, no-cost, no-obligation
meeting to discuss how we can help you achieve your goals.
The Christman Group
200 E. Randolph, 24th Floor
Chicago, IL 60601
847.303.6554
847 303 6554
www.christmangroup.com
Pete Christman, CEPA James R. Bates, MBA, CEPA Jack Emmons, MBA, CEPA
CEO & FFounder
d Managing Director
M i Di t Managing Director
M i Di t
peterchristman@christmangroup.com bates@christmangroup.com emmons@christmangroup.com
Mobile: 815.404.3001 Mobile: 847.404.4566 Mobile: 630.803.2844
