2. MERGERS, ACQUISITIONS AND CAPITAL RESOURCES
INTRODUCTION
We believe that CFA’s extensive experience in There are six primary reasons why CFA is the
negotiating transactions, involving thousands of right firm for the task
completed deals in our 50 year history, will fully support
your goal of receiving multiple offers and successfully
Serving Middle-Market Companies for
completing a transaction.
50+ Years
Over 40 Offices Located Across North
America and Europe
An Independent and Unbiased
Investment Banking Firm
Extensive Relationships with Potential
Buyers
Project managed by designated CFA
Principal from start to finish.
Affiliation with CFS, a FINRA registered
Broker Dealer.
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3. MERGERS, ACQUISITIONS AND CAPITAL RESOURCES
GEOGRAPHIC REACH
Over 40 offices in North America and Europe.
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4. MERGERS, ACQUISITIONS AND CAPITAL RESOURCES
Peter Heydenrych
CFA Principal
Peter Heydenrych is Chairman and CEO of Corporate
Finance Associates. He joined Corporate Finance
Associates in 1991, and was a member of the
management team which completed a buyout of the firm
in 1996. With more than 20 years experience in
corporate finance and investment banking, including
international banking and M&A, he draws on a depth of
experience and brings important insights to bear on the
issues faced by clients.
Building on corporate affiliations and M&A experience,
Peter Heydenrych directs client projects, managing the
Peter has served the needs of middle-market
project staff and interfacing directly with clients to
companies in the technology, business services,
facilitate the execution and successful completion of their
transport/logistics, construction, telecommunications,
projects.
manufacturing and health industries.
Peter handles all of the communications once candidates
Peter is a Chartered Accountant of South Africa and
are fully engaged and qualified, and personally
holds a Masters Degree in Business Administration
represents the client’s interests in the negotiations and
from the University of Cape Town, South Africa.
development of the letters of interest and/or intent. He
also communicates directly with the legal, tax and other Peter holds FINRA Series 7, 24, 28 and 63 licenses
advisors on the project.
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5. MERGERS, ACQUISITIONS AND CAPITAL RESOURCES
John Klearman
CFA Principal
John Klearman’s early experiences in M&A were as
the lead advisor in the acquisition of Frontier Savings
and Loan in Las Vegas. This $150M Asset company was
acquired and integrated into BofA seamlessly. After
helping manage the divestiture of a Bank of America
subsidiary he joined U.S. Bancorp, the acquirer of that
same business.
After leaving the financial services industry in 1994 Mr.
John’s experiences span: Company due diligence,
Klearman formed Enable Incorporated, a software acquisition, integration, divestiture, and extensive
development firm. Using an arbitrage strategy, Mr. negotiation; Business plan creation and execution;
Klearman's business was soon generating millions in Technology program and project management;
revenue, and while many technology firms of the time Software development lifecycle management,
marketing, and sales; Operations management;
were struggling Enable was profitable and its EBITDA to
Financial analysis and management.
Revenue exceeded 50%. In 1998 his firm was solicited
to be acquired by an NYSE traded public company,
John is currently focused on the IT, Environmental
Cotelligent, and was subsequently sold in an all cash
Engineering,and Healthcare/Clinics.
transaction.
John simultaneously earned two Bachelor of Science
Leveraging another arbitrage strategy, in 2000 he
Degrees in Busines Finance and Computer Science
acquired and then built the largest retail professional
from the University of Missouri, Columbia.
photography store in San Diego County.
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6. MERGERS, ACQUISITIONS AND CAPITAL RESOURCES
David DuWaldt
CFA Principal
David DuWaldt brings more than 25 years of experience
in corporate finance and M&A advisory services for
middle market companies. He developed his expertise
within a public accounting firm environment and has
represented clients in a variety of business matters
including tax planning, compliance, sourcing of capital,
structuring business transactions, and business
valuation.
Since 1981, David has been either a partner or principal
David holds a Bachelor of Science in Business
of a public accounting firm. He has represented
Administration degree, with an emphasis in financial
numerous parties in M&A transactions that are management. In 1986, he received his M.B.A. degree
associated with a variety of business activities including from Golden Gate University, with an emphasis in
manufacturing, wholesale distribution, real estate, taxation.
construction, and business services.
David has been a Certified Public Accountant (CPA)
David wrote a commercial software application for since 1980 and a Certified Valuation Analyst (CVA)
estimating the intrinsic value of publicly traded since 1998.
companies. The software application is currently David holds FINRA Series 7 and 63 licenses
licensed with The Motley Fool, a commercial website for
investing and personal finance.
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7. MERGERS, ACQUISITIONS AND CAPITAL RESOURCES
Helena Heydenrych
Director of Acquisitions
Helena Heydenrych is the Director of
Acquisition for CFA’s Southern California
Region. She maintains regular contact with
her CFA counterparts in other regions and
with institutional and corporate strategic
buyers who are active in the marketplace.
Helena also reviews news and PR releases
for items of potential interest to them.
Helena works with the Director of Research to
identify qualified buyers and financial partners
for clients seeking exit strategies and/or re-
capitalization. She oversees outreach She earned her Bachelor of Science Degree from the
University of Cape Town, South Africa where she
projects designed to identify strategic buyer
majored in both Mathematical Statistics and
candidates, and qualify them for participation
Mathematics.
in specific opportunities.
Helena holds FINRA Series 7, 24 and 63 licenses.
Helena’s projects typically involve middle
market business owners, Private Equity
Groups and acquisitive operating companies.
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8. MERGERS, ACQUISITIONS AND CAPITAL RESOURCES
Susan Baird
Director of Research & Documentation
Susan Baird’s critical thinking, strategic analysis and
written communication skills support her ability to
execute targeted industry sector research projects for
clients in order to identify strategic buyers, sellers and
partners for that sector and to prepare the marketing
documentation needed to introduce the designated
opportunity to them. She supports divestiture, re-
capitalization and acquisition projects, including industry
consolidations and roll-up strategies.
Susan is a graduate of the University of California at
Susan’s areas of legal practice have included
San Diego (B.A., English Literature, cum laude, 1998).
transactional commercial real estate law, California state
She earned a J.D. degree from UCLA Law School,
and federal environmental law, land use law, water use
where her coursework included Environmental
law and corporate law (with a focus on corporate
Business Transactions, Business Associations, and
structure and formation).
Advanced Real Estate Law.
Susan has published articles concerning 1031 tax-
Susan has practiced law in Portland, Oregon at the law
deferred exchanges utilizing the tenancy in common and
firms of Lane Powell, PC and Ball Janik LLP, and in
the benefits and pitfalls of construction guarantees. She
San Diego, California at the law firm of Allen Matkins
has also presented seminars on easements and
Leck Gamble and Mallory LLP.
commercial leasing
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12. MERGERS, ACQUISITIONS AND CAPITAL RESOURCES
SUMMARY
CFA will leverage these key strengths to execute a successful transaction:
For fifty years, we’ve perfected our processes, grown our
Heritage organization and expanded our reach in order to focus on
executing deals that maximize value for our clients.
We have broadened our client’s market opportunity through
Multinational several decades of establishing our name and reputation across
the globe.
Our commitment to remaining independent from any direct
Independent lending resources or investment capital affiliates ensures that we
deliver unbiased guidance.
Broad industry experience and a knowledge base of potential
Access to Buyers buyers are the basis for our commitment to selling companies
through the competitive bid process.
For every client, Corporate Finance Associates assigns a local
Hands-on senior principal to provide guidance and long-term advice from
project inception to completion.
Most importantly, the CFA team embodies a competitive spirit. It is manifested in our drive to find
new opportunities to get the job done. We believe that persistence and tenacity are positive values.
They will guide us in our work for you.
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13. MERGERS, ACQUISITIONS AND CAPITAL RESOURCES
CONTACT
For more information:
Peter Heydenrych
Corporate Finance Associates
T/ 949-457-8990
F/ 949-587-9688
E/ peterh@cfaw.com
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