fidenti gp overview final 01march2016 narrow short
TRANSCRIPT
Securities Products and Investment Banking Services are offered through BA Securities, LLC. Four Tower Bridge, 200 Barr Harbor Drive, Suite 400, W.Conshohocken, PA 19428. 484-412-8788 Member FINRA SIPC. Fidenti Global Partners LLC and BA Securities, LLC are separate and unaffiliated entities.
All brands and marks are the property of their respective owners
Fidenti Global PartnersMarch 1, 2016 1
Securities Products and Investment Banking Services are offered through BA Securities, LLC. Four Tower Bridge, 200 Barr Harbor Drive, Suite 400, W.Conshohocken, PA 19428. 484-412-8788 Member FINRA SIPC. Fidenti Global Partners LLC and BA Securities, LLC are separate and unaffiliated entities.
All brands and marks are the property of their respective owners
Fidenti Global Partners
Disclosures
The information contained in this presentation, including any and all discussions, views, opinions and financial advice expressed orcommunicated by Fidenti Global Partners, LLC and Fidenti Global Partners, Inc is proprietary and confidential. It has beenprepared for the sole benefit of this discussion and as such may not be referred to, shared or disseminated without the priorwritten consent of Fidenti Global Partners, LLC or Fidenti Global Partners, Inc in each instance. The recipient agrees that it is notrelying on any information presented herein for purposes of making any specific investment decisions. Information containedherein should not be considered an offer or solicitation to buy or sell securities. Past performance is not a guarantee of futureresults.
March 1, 2016 2
Securities Products and Investment Banking Services are offered through BA Securities, LLC. Four Tower Bridge, 200 Barr Harbor Drive, Suite 400, W.Conshohocken, PA 19428. 484-412-8788 Member FINRA SIPC. Fidenti Global Partners LLC and BA Securities, LLC are separate and unaffiliated entities.
All brands and marks are the property of their respective owners
Fidenti Global Partners
Who we are...
March 1, 2016
Whether advising on financing, strategic investment, or acquisitions our roots are
in disruptive growth companies and cross border transactions.
We are finance and capital formation experts with over
100 years of combinedexperience having executedtransactions in excess of $5B
around the globe
As successfulentrepreneurs, corporateexecutives, and business professionals we bring
extensive financial, operational, and strategic
experience to ourengagements
We focus on developing a high impact strategic position for your company designed to maximize enterprise value in preparation of a successful
capital raise, exit, or recapitalization
3
Securities Products and Investment Banking Services are offered through BA Securities, LLC. Four Tower Bridge, 200 Barr Harbor Drive, Suite 400, W.Conshohocken, PA 19428. 484-412-8788 Member FINRA SIPC. Fidenti Global Partners LLC and BA Securities, LLC are separate and unaffiliated entities.
All brands and marks are the property of their respective owners
Fidenti Global Partners
The FGP StoryAs successful international entrepreneurs, corporate executives, and
financial advisors we bring extensive experience to our engagements.
Fidenti Global Partners brings deep reach into US investors and business
communities which means that we can help clients see what others
might miss.
As executives of Fortune 500 global technology corporations we acquired
numerous companies, as entrepreneurs we started and sold businesses,
and as Wall Street professionals we published research and led complex
corporate finance and M&A transactions.
We understand the power of transformational business relationships
and growth strategies. As such, we focus on developing a high impact
strategic position for your company designed to maximize enterprise
value in preparation of an exit or recapitalization.
At Fidenti Global Partners we are finance and capital formation experts
with over 100 years of combined experience having executed
transactions in excess of $5 billion around the globe. We provide services
ranging from the transactional to the strategic, helping businesses
implement complex strategic alternatives.
March 1, 2016 4
Selected Testimonials…
"Jim and Anton have vast domain expertise spanning enterprise software and embedded systems. This, along with years of cross-border deal experience, allowed them to navigate a complex transaction and facilitate a great outcome for PrismTech."Lawrence Ross CEO of PrismTech
"Jim Moore has the financial skills, technology domain expertise and industry contacts to maximize results and returns. His tireless work with us at Mercury Interactive contributed to a very successful outcome for the company."Amnon Landan / CEO, Mercury Interactive
"Fidenti Global Partners is an asset to any process. Their experience, professionalism, knowledge of the sector and ability to effectively navigate and negotiate complex financial transactions provided tremendous value and enabled a successful outcome for all parties."Pete Jensen / Spectrum Equity
"Over the last 10 years, Jim Moore has proven to be of the most effective people in technology investment banking. I appreciate his straightforward approach, knowledge of the industry and ability to creatively put together winning deals. He has a rare blend of hard work, ethics and knowledge, and I would not hesitate to recommend him and his team."Jayaram Bhat / Former CEO of Zenprise
"In the uncertain world of IT transactions, where values are difficult to quantify, Fidenti Global Partners delivered insight, transaction capability and was instrumental in helping us achieve a great outcome. Their involvement resulted in a solid transaction for both Microsoft and our team. We look forward to working with them again in the future."Anthony Lanier / Chairman & Co-Founder of APIPHANY
"With their exclusive focus on technology and solid cross-border transaction experience, Fidenti Global Partners was the right financial advisor for us. They gave us access to their extensive network, and helped us evaluate various options throughout the M&A process, while providing solid advice on valuation and timing."Pascal Longpre / Silicium Security
The above testimonials may not be representative of the experience of other clients and should not be construed as a guarantee of future performance or success.
Securities Products and Investment Banking Services are offered through BA Securities, LLC. Four Tower Bridge, 200 Barr Harbor Drive, Suite 400, W.Conshohocken, PA 19428. 484-412-8788 Member FINRA SIPC. Fidenti Global Partners LLC and BA Securities, LLC are separate and unaffiliated entities.
All brands and marks are the property of their respective owners
Fidenti Global Partners
Managing Partner Experience
March 1, 2016 5
CEO and Executive positions at technology companies. Built large scale businesses from
the ground up. Deep operator experience running complex international businesses.
Board and Chairman positions at industry consortiums and alliances, private and public
corporations, and start ups.
Executive Director at the Crown Parker Advisory Group. Advised US and China
companies on cross pacific business opportunities and partnerships.
Managed large scale businesses and led thousands of employees through complex
organizational transitions and transformations.
Provided advisory services around the globe for international companies. Most Partners lived and worked abroad covering Europe,
USA, Canada, and Asia.
Long history of successful strategic buy side leadership for large enterprises and Private
Equity investment funds.
Executed $5B+ in capital raises, M&A transactions, and IPO’s for leading technology,
media, distribution, and manufacturing companies.
Published research on large software companies covering big data/analytics, cyber security, and cloud. Keynote presentations at
numerous highly visible industry events.
Co
rpo
rate
Bo
ard
s
Alli
ance
s
Fun
ds
Ban
kin
g
Securities Products and Investment Banking Services are offered through BA Securities, LLC. Four Tower Bridge, 200 Barr Harbor Drive, Suite 400, W.Conshohocken, PA 19428. 484-412-8788 Member FINRA SIPC. Fidenti Global Partners LLC and BA Securities, LLC are separate and unaffiliated entities.
All brands and marks are the property of their respective owners
Fidenti Global Partners
A Different Approach
March 1, 2016 6
Corporate Executive and Entrepreneurial
Knowledge
The Pitch Team is the Deal Team. The Senior Partners
Advice you Daily
Strong Relationships with International Institutional
and Strategic Investors
11
Experienced and Dedicated Team
Strategic Positioning
Effective Marketing
Selective Engagements
Global Visibility
Deal Execution
We are very selective in our engagements. Our clients get the direct involvement and daily advice from our SrPartners.
Our executive experience will be put to work from day one to develop a strong position for your company.
We have strong c-suite relationships across the tech industry, and deep connections in Private Equity & Venture Capital.
As experienced international executives, we can structure and execute cross border opportunities for you.
We finished a wide range of transactions and understand deal dynamics and complexities on the buy and sell side.
Securities Products and Investment Banking Services are offered through BA Securities, LLC. Four Tower Bridge, 200 Barr Harbor Drive, Suite 400, W.Conshohocken, PA 19428. 484-412-8788 Member FINRA SIPC. Fidenti Global Partners LLC and BA Securities, LLC are separate and unaffiliated entities.
All brands and marks are the property of their respective owners
Fidenti Global Partners
Adding Value To Our Clients
March 1, 2016 7
Privileged and Proprietary Access to: Our experience as corporate executives and operators Strategic market positioning know-how Years of eco-system and partnership development depth Relationships in a large network of US strategic buyers and
financial sponsors Silicon valley technology expertise and insights C-Suite relationships in a broad number of North American
strategic buyers In-depth knowledge of the M&A middle market Leading M&A transaction execution experience A senior team that will support you throughout the
process Securities Products and Investment Banking Services
offered through a FINRA SIPC member broker/dealer
Securities Products and Investment Banking Services are offered through BA Securities, LLC. Four Tower Bridge, 200 Barr Harbor Drive, Suite 400, W.Conshohocken, PA 19428. 484-412-8788 Member FINRA SIPC. Fidenti Global Partners LLC and BA Securities, LLC are separate and unaffiliated entities.
All brands and marks are the property of their respective owners
Fidenti Global Partners
Core Services
March 1, 2016 8
Securities Products and Investment Banking Services are offered through BA Securities, LLC. Four Tower Bridge, 200 Barr Harbor Drive, Suite 400, W.Conshohocken, PA 19428. 484-412-8788 Member FINRA SIPC. Fidenti Global Partners LLC and BA Securities, LLC are separate and unaffiliated entities.
All brands and marks are the property of their respective owners
Fidenti Global Partners
Benefits of Working With FGP
March 1, 2016 9
FINANCING AND M&A
We are finance and capital formation experts with over
100 years of combined experience having executed
transactions in excess of $5B around the globe. We
focus on developing an impactful strategic position for your company with the
goal to maximize enterprise value in preparation of a
successful exit or recapitalization.
CROSS BORDER OPPORTUNITIES
Fidenti Global Partners brings reach into US
investors and business communities which means that we can help clients see what others might miss. As
successful international entrepreneurs, corporate executives, and business professionals we bring
extensive experience to our engagements.
STRATEGIC ADVISOR OF CHOICE
We understands the power of transformational business
relationships and growth strategies. We focus on developing an impactful
strategic position for your company designed to
maximize enterprise value in preparation of a successful exit or recapitalization. We are a trusted advisor to our
clients.
IMPACTFUL PARTNERSHIPS
Fidenti Global Partners provides services ranging
from the transactional to the strategic, helping businesses implement complex strategic
alternatives. Long-term international relationships are at the heart of what we
do, opening doors and launching impactful
partnerships.
Securities Products and Investment Banking Services are offered through BA Securities, LLC. Four Tower Bridge, 200 Barr Harbor Drive, Suite 400, W.Conshohocken, PA 19428. 484-412-8788 Member FINRA SIPC. Fidenti Global Partners LLC and BA Securities, LLC are separate and unaffiliated entities.
All brands and marks are the property of their respective owners
Fidenti Global Partners
Advantages We Bring to Our Clients
March 1, 2016 10
RESULTS
Deep Experience in Technology, Media, Manufacturing, and Entertainment
• TECHNOLOGY : Understanding of how technology transforms industries with expertise in Cloud, Applications, Analytics, IoT, Automotive, Media, Mobile, Communications, Distribution, Manufacturing, and Security
• BANKING : More than 20 years of research and advisory experience with world class technology companies. We optimized the impact of our mid market sell side focus by taking a strategic advisory approach that goes well beyond what typical bankers are able to provide
Advised Leading Growth Companies Across the Globe
• REACH : We have ongoing conversations with a broad range of investors, financial sponsors, and technology executives around the globe
• NETWORK : Throughout our careers as corporate executives we have build a strong network of c-suite and corporate development relationships
Worked Extensively With Top Strategic Investors
• KNOW HOW : Intimate knowledge and participation in the client’s growth and strategic market position to ensure an optimal financial outcome
• LEVERAGE : Deep knowledge to assist in improving the firms strategic position, drive growth through new relationships, and prepare for a strategic exit, recapitalization, or capital raise
Achieved Extraordinary Outcomes for Our Clients
• OPTIMAL OUTCOME : Results prove the model works. We have realized successful outcomes for our clients because our process combines strategy and transaction
• EFFECTIVENESS : The combined operator, Wall Street, and finance expertise of Fidenti Global Partners operates within a disciplined analytical framework
• ATTENTION : Our hands on approach expands your senior team and ensures minimal executive process distraction
INSIGHT
REACH
FOCUS
Securities Products and Investment Banking Services are offered through BA Securities, LLC. Four Tower Bridge, 200 Barr Harbor Drive, Suite 400, W.Conshohocken, PA 19428. 484-412-8788 Member FINRA SIPC. Fidenti Global Partners LLC and BA Securities, LLC are separate and unaffiliated entities.
All brands and marks are the property of their respective owners
Fidenti Global Partners
Transaction and Research Depth
March 1, 2016 11
Whether advising on sale or financing, strategic or platform acquisitions, or public offerings, our roots
are in sophisticated growth companies that are looking to disrupt the market !
Representative Sell Side Advisory
Published Nationally-Ranked ResearchInitial Public Offerings and Capital Raises
Corporate & Private Equity Buy Side
Securities Products and Investment Banking Services are offered through BA Securities, LLC. Four Tower Bridge, 200 Barr Harbor Drive, Suite 400, W.Conshohocken, PA 19428. 484-412-8788 Member FINRA SIPC. Fidenti Global Partners LLC and BA Securities, LLC are separate and unaffiliated entities.
All brands and marks are the property of their respective owners
Fidenti Global Partners
Broad Industry Expertise
March 1, 2016 12
Telecommunications
Internet & Cloud
Entertainment
Software Solutions
Electronics
IT & Security
Industrial Control & Mfg
Retail Solutions
Aerospace
Securities Products and Investment Banking Services are offered through BA Securities, LLC. Four Tower Bridge, 200 Barr Harbor Drive, Suite 400, W.Conshohocken, PA 19428. 484-412-8788 Member FINRA SIPC. Fidenti Global Partners LLC and BA Securities, LLC are separate and unaffiliated entities.
All brands and marks are the property of their respective owners
Fidenti Global Partners
Representative Transactions
March 1, 2016 13
in its acquisition by
in its acquisition by
in its acquisition byin its acquisition by
in its acquisition by in its sales to an investor
consortium led by
in its acquisition by
in its acquisition by
in its acquisition by
in its financing by
in its acquisition by
in its acquisition by
in its acquisition by
Securities Products and Investment Banking Services are offered through BA Securities, LLC. Four Tower Bridge, 200 Barr Harbor Drive, Suite 400, W.Conshohocken, PA 19428. 484-412-8788 Member FINRA SIPC. Fidenti Global Partners LLC and BA Securities, LLC are separate and unaffiliated entities.
All brands and marks are the property of their respective owners
Fidenti Global Partners
Specialized in Dual Path Strategies
March 1, 2016 14
Private Equity, Growth Equity & Recapitalization
Corporate Investor or Buyer
Investor Universe & Valuation
Private Equity and institutional investors Universe limited by investor criteria
Company size, i.e. revenue and EBITDA Investment size and checks they can write Sector bias relevant to the Company
Transaction structure will allow for current shareholders to seek liquidity
Financial Investors generally place a lower value on a business than strategic investors
Universe will largely consist of strategic players with financial M&A strength
Corporate Investors traditionally move slower than Financial Sponsors because product and market alignment is a key consideration in the deal
Finding internal business unit champion at Strategic Investor is critical to a successful engagement
Depending on deal structure, management and shareholders may roll equity
A Dual Path Strategy is an
Effective Method to Drive
Capital Formation or Liquidity,
and Evaluate a Potential Sale
Without Putting a “For Sale”
Sign on the Company
Securities Products and Investment Banking Services are offered through BA Securities, LLC. Four Tower Bridge, 200 Barr Harbor Drive, Suite 400, W.Conshohocken, PA 19428. 484-412-8788 Member FINRA SIPC. Fidenti Global Partners LLC and BA Securities, LLC are separate and unaffiliated entities.
All brands and marks are the property of their respective owners
Fidenti Global Partners
We Manage a Proven Process
March 1, 2016 15
Anticipate and plan for bidder information requests.
Preliminary due diligencemust be managed carefully
Analyze and evaluate final offers to assist the Company
in determining the winning partner
Negotiate optimal valuation, structure, timing and
conditions
Manage the confirmatory diligence process from LOI
to Definitive Agreement
Close transaction as quickly as practicable
Optimize
Customized the positioning and presentations to each potential investor and buyer, if required
Maintain competitive dynamic and convert initial interest into
serious consideration
Highlight how prior collaborations with potential
buyers have created value drivers and M&A synergies
Analyze and evaluate initial indications of interest
Assist the Company in determining second round
participants
Serve as first line of defense during investor/buyer diligence
to utilize management’s time most effectively
Manage
Work with management to develop a list of tier one investors
and buyers
Prioritize and sequence financial buyers, strategic investors, and
strategic buyers
Employ targeted approach to potential buyers and investors,
optimize the message
Disseminate information to qualified potential partners in an
efficient, controlled process
Leverage knowledge of each buyer’s strategies to effectively
market opportunity
Focus on product and market dependencies that have been
built over time, they drive M&A synergies
Market
Thorough due diligence, combined with our deep market knowledge,
facilitates a strong strategic position
Identify critical value, and valuation drivers important to strategic and financial buyers
Build a sound approach to decide on the priority order of the
strategic alternatives
Develop compelling marketing materials to maximize initial
interest and excitement
Walk through all potential questions before buyer and/or
strategic investors will ask
Assist management in the compilation of a virtual data room
Position
Week 1 through 6
Week 6 through 14Week 14 through 20
Week 20 through 30
Securities Products and Investment Banking Services are offered through BA Securities, LLC. Four Tower Bridge, 200 Barr Harbor Drive, Suite 400, W.Conshohocken, PA 19428. 484-412-8788 Member FINRA SIPC. Fidenti Global Partners LLC and BA Securities, LLC are separate and unaffiliated entities.
All brands and marks are the property of their respective owners
Fidenti Global Partners
Fidenti Global Partners
March 1, 2016 16
Fidenti Global Partners, LLCUSA
James A MooreManaging Partner
Anton H SteenmanManaging Partner
Fidenti Global Partners, Inc.Canada
Stephane DallaireManaging Partner
Pierre McMasterManaging Partner
Luc DeschambaultManaging PartnerRegistered Representative of and Securities Products
offered through BA Securities, LLC Member FINRASIPC. Supervised by the Home Office, located at FourTower Bridge, 200 Barr Harbor Drive, Suite 400, W.Conshohocken, PA 19428. Phone Number 484-412-8788. Fidenti Global Partners, LLC and BA Securities,LLC are separate and unaffiliated entities.
Securities Products and Investment Banking Services are offered through BA Securities, LLC. Four Tower Bridge, 200 Barr Harbor Drive, Suite 400, W.Conshohocken, PA 19428. 484-412-8788 Member FINRA SIPC. Fidenti Global Partners LLC and BA Securities, LLC are separate and unaffiliated entities.
All brands and marks are the property of their respective owners
Fidenti Global Partners
Locations
March 1, 2016 17
Fidenti Global Partners, Inc
249 St-Jacques, Suite 100
Montreal, QC H2Y 1M6
Canada
Tel. : +1 (514) 317-2870
Fidenti Global Partners, LLC
555 California Street, Suite 4925
San Francisco, CA 94104
USA
Tel. : +1 (415) 659-7937
Fidenti Global Partners, Inc
Bridgetown
Barbados
Tel. : +1 (246) 269-9108
Location Supervised by BA Securities’ Home Office located at: Four Tower Bridge, 200 Barr Harbor Drive, Suite 400, W. Conshohocken, PA 19428. 484-412-8788. Member FINRA SIPC.
Website : www.fidentigp.com
Securities Products and Investment Banking Services are offered through BA Securities, LLC. Four Tower Bridge, 200 Barr Harbor Drive, Suite 400, W.Conshohocken, PA 19428. 484-412-8788 Member FINRA SIPC. Fidenti Global Partners LLC and BA Securities, LLC are separate and unaffiliated entities.
All brands and marks are the property of their respective owners
Fidenti Global PartnersMarch 1, 2016 18
Thank You!
Securities Products and Investment Banking Services are offered through BA Securities, LLC. Four Tower Bridge, 200 Barr Harbor Drive, Suite 400, W.Conshohocken, PA 19428. 484-412-8788 Member FINRA SIPC. Fidenti Global Partners LLC and BA Securities, LLC are separate and unaffiliated entities.
All brands and marks are the property of their respective owners
Fidenti Global Partners
James A Moore (Fidenti Global Partners, LLC USA)
Jim Moore took ten years of experience in technical andoperational positions with various enterprise softwarecompanies to Wall Street in the early 1990s, giving him aunique perspective in analyzing and advising companies whoare growing and considering strategic options.
An industry insider with more than 20 years of enterprisesoftware experience, Jim is a recognized expert on analyzingglobal financial deals and has been quoted in the Wall StreetJournal, New York Times, Financial Times, The Economist,Forbes, VentureBeat and has appeared on CNBC, CNN andBloomberg News.
In 2008, Jim established J. Moore Partners as a SanFrancisco-based technology M&A boutique. In 2015, JMoore Partners was acquired by B. Riley Financial, a leadingfinancial services firm based in Los Angeles. Prior toestablishing J. Moore Partners, Jim was a managing directorof North Point Advisors, an M&A advisory firm, where hehelped grow the firm to the $9 billion transaction level.Previously, he was a partner at Alex. Brown, and post-acquisition, served as a managing director at Deutsche Bank.
March 1, 2016 19
He has worked with investment banking clients on mergeradvisory, special committee, initial public offerings, follow-onofferings, convertibles, PIPEs, and private placements. Hisclients and relationships span North America, Europe, Israel,and Asia.
Over his career, Jim has raised in excess of $5 billion in capitalfor technology clients around the world. Jim holds an MBAfrom Columbia Business School and FINRA Series 7, 79, 63, 82licenses, and is one of the founders of Fidenti Global Partners.He and his family live in San Francisco.
Mr. James A Moore is Registered Representative of and Securities Products areoffered through BA Securities, LLC. Supervised by the Home Office: Four TowerBridge, 200 Barr Harbor Drive, Suite 400, W. Conshohocken, PA 19428. MemberFINRA SIPC. 484-412-8788. Fidenti Global Partners,LLC and BA Securities, LLC areseparate and unaffiliated entities.
Securities Products and Investment Banking Services are offered through BA Securities, LLC. Four Tower Bridge, 200 Barr Harbor Drive, Suite 400, W.Conshohocken, PA 19428. 484-412-8788 Member FINRA SIPC. Fidenti Global Partners LLC and BA Securities, LLC are separate and unaffiliated entities.
All brands and marks are the property of their respective owners
Fidenti Global Partners
Anton H Steenman (Fidenti Global Partners, LLC USA)
Anton has over thirty years of experience in the high techindustry. He led large global businesses in areas such asautomotive, communications, and IoT as a Vice Presidentand General Manager for Intel Corp. Anton is a recognizedleader in embedded device and software markets, and hehas c-suite relationships across the technology industry.He invested in numerous eco-system companies throughIntel Capital, acquired several businesses, and founded theIntel Capital $100 million connected car fund.
Anton served on numerous startup and industry boardsincluding Kitu Systems, Go Ahead Software, Rapid BridgeTechnologies, the Telecommunications IndustryAssociation, Industrial Internet Consortium, GeniviAlliance, and the US DOT connected car advisory board.Anton worked and lived in the Netherlands, Germany,Malaysia, Hong Kong, and the USA. He was a keynotespeaker at many industry events, and appeared on theWall Street Journal, Bloomberg News.
March 1, 2016 20
Prior to founding Fidenti Global Partners Anton was aManaging Director at B Riley & Co and J Moore Partnerswhere he focused on technology M&A advisory. Prior to JMoore Partners, Anton worked as an Executive Director forthe Crown Parker Advisory Group. In this capacity headvised technology companies on cross pacificpartnerships and business development. Anton’sexperience as a Corporate executive gave him intimateknowledge of the acquisition process and motivations oflarge strategic buyers. He holds FINRA Series 79, 63investment banking licenses.
Mr. Anton H Steenman is Registered Representative of and SecuritiesProducts are offered through BA Securities, LLC. Supervised by the HomeOffice: Four Tower Bridge, 200 Barr Harbor Drive, Suite 400, W.Conshohocken, PA 19428. Member FINRA SIPC. 484-412-8788. Fidenti GlobalPartners,LLC and BA Securities, LLC are separate and unaffiliated entities.
Securities Products and Investment Banking Services are offered through BA Securities, LLC. Four Tower Bridge, 200 Barr Harbor Drive, Suite 400, W.Conshohocken, PA 19428. 484-412-8788 Member FINRA SIPC. Fidenti Global Partners LLC and BA Securities, LLC are separate and unaffiliated entities.
All brands and marks are the property of their respective owners
Fidenti Global Partners
Pierre McMaster (Fidenti Global Partners Inc., Canada)
Pierre is a serial entrepreneur and has been a significantplayer in the technology sector around the world. Prior toforming Fidenti Global Partners, Pierre was a privateinvestor in Freeport (Barbados), and a partner in theprivate equity fund Novacap Technology III. Furthermore,he was a board member at D-Box Technologies Inc.(DBO:TO) and PKWARE, Inc. Prior to becoming an activeinvestor Pierre was the founding partner and Chairman ofKontron AG (KBC:DE) and Shiva Corporation.
Pierre graduated from École Polytechnique of Montreal in1982 in Electrical Engineering. In 1988, he was the co-founder and Vice-President, Sales, for Teknor, a pioneer inthe field of industrial computers. He took the companypublic in 1996.
March 1, 2016 21
After buying the industrial computer division of BMWhe restructured the entity to eventually becomeKontron A.G. As an executive and Chairman at KontronPierre was deeply involved in over 20 acquisitions, andthe public listing of Kontron AG on the German stockexchange in 2000. In 2004, Pierre became the CEO ofShiva, a former division of Intel Corporation. Thecompany specialized in security products and virtualprivate networks ("VPN"). He restructured Shiva andsold it to Eicon. Pierre brings a wealth of executive,leadership, investment, and transaction experience toFidenti.
Securities Products and Investment Banking Services are offered through BA Securities, LLC. Four Tower Bridge, 200 Barr Harbor Drive, Suite 400, W.Conshohocken, PA 19428. 484-412-8788 Member FINRA SIPC. Fidenti Global Partners LLC and BA Securities, LLC are separate and unaffiliated entities.
All brands and marks are the property of their respective owners
Fidenti Global Partners
Stéphane Dallaire (Fidenti Global Partners Inc., Canada)
March 1, 2016 22
Stephane has over 22 years experience leading financialoperations, private equity investments, M&A, and assetdispositions in High Tech, Entertainment, Telecom, IT, Solarand Energy Technologies. Stephane has led over $500million in financial and strategic partnerships atinternational levels where he played a key roleimplementing and delivering high growth solutions for largeinstitutions.
Prior to forming Fidenti, Stephane was a partner atTowerLook Partners and an IT Consulting Firm, he held CFOand VP of business development positions at ICP Solar,Investment Manager at Hydro-Quebec Capitech where heinitiated and closed a wide range of transactions inrenewables and distributed generation.
Furthermore, Stephane spent many years at SociétéGénérale de Financement du Québec where he wasinvolved in transactions ranging from $20 million to over$1 billion. Throughout this period he has been an activeBoard member of High Tech and Energy Companies.
Holder of the CFA, CMA and CPA designations, Mr. Dallairealso has a B.B.A from HEC Montreal in Finance, anExecutive MBA and a Specialized Graduate degree inAccounting from University of Quebec. He is also an activemember of the CFA Institute, l’Ordre des CPA du Québec,l'Association des MBA du Québec, the Illinois Board ofExaminers, the Illinois Department of Financial andProfessional Regulation and the Illinois CPA Society.
Securities Products and Investment Banking Services are offered through BA Securities, LLC. Four Tower Bridge, 200 Barr Harbor Drive, Suite 400, W.Conshohocken, PA 19428. 484-412-8788 Member FINRA SIPC. Fidenti Global Partners LLC and BA Securities, LLC are separate and unaffiliated entities.
All brands and marks are the property of their respective owners
Fidenti Global Partners
Luc Deschambault (Fidenti Global Partners Inc., Canada)
Luc is an executive with over 20 years experience insmall, medium and large enterprises. He isrecognized for his leadership skills and ability toparticipate and execute business strategies inchanging environments. Luc spent the last 13 yearsat Novatech Group, a medium size manufacturer inthe window & doors industry, directing their ERPproject, actively participating in the acquisitions andfinancing of the company, and building anaccounting and MIS team to support the growth.Over the course of his career he gained deepexperience in Business Intelligence and Distributionreporting systems.
Luc graduated from H.E.C. of Montreal in 1985 inAccounting B.Com.
March 1, 2016 23
Luc joined Raymond Chabot Martin Paré in Lavalwhere he led the audit team and worked on manyaccounting and consulting assignments forcompanies of all sizes. Given his deep knowledge inthe distribution and manufacturing industry, hebecame the Provincial Controller of GuillevinInternational Inc., an electrical, industrial and safetydistributor across Canada. During this period, heconducted the merger between the Quebec andOntario financial services and led the Company’s ITreform strategy. In 1996, he joined McKerlie Millen, aCanadian automotive parts distributor where he ledthe implementation of the IT strategy and systemsfollowing the acquisition by CARQUEST.