NCP - Overview Presentation - May 2015

Neri Capital Partners │ Atlanta, GA │ 770-487-0986 x202 or x100│ www.nericap.com

Neri Capital Partners

Overview Presentation


Table of Contents

Confidentiality Policy Page 3About Neri Capital Partners Page 4Neri Capital’s Absolute Differentiation Page 5Neri Capital’s Experience Page 6Neri Capital’s Advisory Services Page 7- 10Neri Capital’s Team Page 11– 16Neri Capital’s Resources Page 17 (Appendix A)

Contact Information Page 18

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About Neri Capital Partners

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Founded in 2006, and is a boutique Investment Bank and Advisory Firm and represent privately held micro-cap and lower mid-market businesses;

The firm’s professionals are experienced Senior Executives and/or Entrepreneurs;

Completed over 120 transactions;

Sector Agnostic, but focused on most manufacturing, value-add distribution, and business to business services market sectors.


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Focus: Understanding our Client’s business and market sector;

Dedication: Develop long-term relationships by committing and delivering an extraordinary level of service and responsiveness;

Delivering: Exclusively working on our Clients’ best interest creating value-add by combining fact-based analysis;

Decisions: Making the best decision for our Client’s business, not ours.

Risk: Share risks with our clients by investing heavily in client relationships, and utilizing success based compensation arrangement like consulting for equity, and earning success fees based on transactional success.

Neri Capital’s Absolute Differentiation


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Neri Capital’s Experience

All professionals have held senior management positions in private and / or publicly held companies;

Two professionals have served as a CEO / President / Chairman for multiple companies;

One professional has 20 years of senior level experience with a Fortune 100 Corporation;

One professional has direct experience raising debt and equity;

Four professionals founded, grew and sold their business.


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Neri Capital’s Advisory Services – Sell Side Representations

Fiduciary responsibility to Seller Develop collateral material – Information Memorandum, Teaser

Sheet, Seller’s Presentation to Buyers; Develop customized strategic marketing plan; Identify and Qualify Buyers

Typical Transaction Process:*Request detailed transaction steps gnat chart


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Neri Capital’s Advisory Services – Buy Side Representations

Client Develops Seller’s Characteristics;Using data bases, select companies who meet Clients’ company

characteristics;Develop Buyer’s collateral material;Market Client company as to qualified Buyer to selected Sellers

Typical Transaction Process:


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Neri Capital’s Advisory Services – Exit Planning

It is evitable that at some point during the business will pass to the next generation of ownership. Below a typical flow-chart for exit planning.


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Neri Capital’s Advisory Services – Financing

Neri Capital has long-term relationships with private and commercial lenders to accommodate almost any financial requirements. Neri Capital has the experience in the below types of financial transactions:

Term-loans – working capital, expansion equity, refinancing or acquisitions;

Short-term Loans – i.e., seasonal inventory buildups;

Equipment financing;

Line of Credit;

Hard money loans;

Factoring – receivables financing.


Confidentiality Policy

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Neri Capital Partners is committed to maintaining the security and confidentiality of all information, practices, and procedures learned during the course of doing business with our Clients. Information shared with Neri Capital is considered to be highly confidential, from the initial contact into perpetuity. All Confidential Information received will be kept confidential to the fullest extent possible, and the firm will not share with any other person(s) outside of Neri Capital, unless the potential Buyer, Seller or Investor has executed a Confidentiality Agreement, and has been vetted as having the financial capability to consummate the contemplated transaction that he, she as an individuals, or the Companies they represent.


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Meet The Neri Capital’s Team

Eric Togneri, President and Managing Partner

Expertise: Consumer Products and Services Businesses

Eric is co-founder and President of the NERI Capital Partners. Previously, Eric held various positions of increased responsibility during his twenty-five years in the consumer products goods industry. His professional tenure includes managerial level positions in sales, category management, and trade marketing. Eric has been associated with several high profile brand acquisitions and divestitures in the health and beauty industry. His most recent mergers and acquisitions work has focused on licensing and marketing of four brands focused on international extensions into new categories.

Eric has a BS Degree from the University of Iowa, MBA from the University of Pittsburgh, Certified Exit Planner from the Exit Planning Institute, University of Chicago. : Consumer Products and Services Businesses


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Michael Togneri, Managing Partner

Michael is Co-founder and Managing Partner of the NERI Capital Partners. He has over 45 years of sales, marketing, and management experience with small, middle market and large corporations. Currently, Mike is Owner, and Chairman and former CEO of a southeast regional environmental services company. During his diverse career, he has held key management positions with private and public corporations including, Vice President of Sales and Marketing for a national farm equipment manufacturer; a Divisional Vice President and General Manager for a Fortune 500 environmental company; President of a "contract" manufacturing company; and co-founder of a National Bio Solids Management Service Company. Mike has completed 85 transactions with a cumulative value of over $1.5 Billion.

Mike has a BA Degree from St. Andrews Presbyterian College.

Expertise: Manufacturing, Value-add Distribution, Retail & Advisory


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Jay Pruehs, Principal

Mr. Pruehs serves is a Principal with Neri Capital Partners,. Prior to associating with Neri Capital Partners Mr. Pruehs was marketed commercial real estate with Common Ground Commercial, a division of Palmer House Properties & Associates. Before moving to Atlanta, Jay attended college in Cincinnati, Ohio. He quickly proved himself a leader in the corporate environment before starting his own sales and marketing firm. Under his leadership, the agency became a major supplier of industrial control products in the Southeast. These 25+ years of experience in sales and marketing, management, and business acumen brings a well rounded set of qualifications to meet the needs of his clientele.

Jay is a member of the Atlanta Board of Realtors®, Georgia Association of Realtors®, National Association of Realtors®

Expertise: Industrial Manufacturing and Value-add Distribution and Commercial Real Estate


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Steve Godwin, Vice President

Mr. Goodwin responsibilities include developing new business opportunities, managing client’s transaction and debt and equity placement.

He has over 35 years of senior level management experience in domestic and international markets. After his accounting degree he began his career with a top five accounting firm, and managing projects in excess of $80 million for profit and non-profit organizations. He has consulted with some of the largest international contracting firms, designing projects and proposals. Later in his career, he founded and grew a successful business in the financial service sector.

Steve has a B.S. in accounting from Tennessee Technological University and an MBA from Auburn University

Expertise: Finance, US Government Grants/Contracts & Accounting & Compliance


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Gene Cone, Principal

Mr. Cone has forty-years of Executive Management experience; serving as Division President for two Fortune 500 Companies. His Executive experience includes, International Sales, Marketing, and Manufacturing. Mr. Cone brings deep experience in Manufacturing, Aerospace, Medical Device manufacturing, Pharmaceuticals, Textiles, and Distribution. Prior to joining Neri Capital Partners, he founded Management Solutions Corp, a business services firm assisting Owners and CEO's of companies in the development of M&A strategies, revenue enhancement, cost reduction strategies, product and market development, and the overall building of value in their companies.

Mr. Cone holds a BS Engineering from the University of Florida and received his MS Management from LaSalle University.

Expertise: Manufacturing, Consumer Products, Value-add Distribution and Advisory


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Don Simon, Principal

Mr. Simon, originally from Flint, Michigan, has over 30-years of business experience, beginning in the public accounting, auditing tier one and two manufacturing companies in the automotive market sector. In addition, he has experience with manufacturing, commercial and multi-family real estate management companies, restaurants, marinas, and most recently medical capital equipment companies Mr. Simon and his wife were also instrumental in founding a Primrose accredited pre-school, which was sold after 12-years of ownership.

Don has a B.A. Cum Laude in Management from Albion College.

Expertise: Commercial Real Estate, Restaurant Chains, Service Businesses, and Medical Sector.


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Neri Capital’s Resources


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Contact Information

Michael TogneriManaging Partner

Phone: (770) 487-0986 x.100Mobile: (770) 328-3999

Email: [email protected]

mailto:[email protected]

NCP - Overview Presentation - May 2015

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