1. In partnership with
management to
maximize the value
of the enterprise
Prepared by:
Tom Malatesta, Partner
1025 Thomas Jefferson
Street, Suite 308 East
Washington, D.C. 20007
Cell: 202 285 9806
www.ir-advisors.com
2. Mid Market Corporate Development and
Investment Banking Firm
Serving Buyers, Sellers & Investors —
$5 - $200M
A unique blend of corporate development
consulting and investment banking
services
3. Our Value Proposition
Unique combination of corporate
operations experience and 30 years of
completing merger, acquisition, divestiture
and capital formation assignments
A research-centric approach
A process and milepost driven approach
4. Corporate Development Services
Strategic and Business Planning
Strategic Partnering
Venture Development
Wealth Transition
5. Investment Banking Services
Business Valuations
Sell Side Advisory
Buy Side Advisory
Capital Formation
Debt/Equity
Recapitalizations
Management Buy-outs
6. To maximize enterprise value
We Partner with Management & Owners to Enhance Enterprise Value
7. Our Team
Marshall Graham, Managing Partner
Senior management positions with IBM & Xerox
Co-founder/CEO of several startup technology ventures
Founder & former Chairman of Focus LLC, a mid-market investment bank
Cheryl Parker, Partner
Accomplished sales; board executive in software/technical &
professional services with IBM, Xerox, CSC, SRA, SSCI, & others
Experience with commercial & government contractors (i.e. Raytheon,
NG, LHM, SAIC, Boeing, GD) and federal government customers
8. Our team - continued
Tom Malatesta, Partner
Experienced entrepreneur assisting operating companies to increase shareholder
value
Domain expert in all areas of cyber security
Early stage start up CEO of technology companies
Experienced in all phases of corporate strategic development, sales and
marketing, corporate operations, business development and mergers and
acquisitions
Andrew Scherer, Director of Research
Managing Partner of Scherer Cybrarian LLC, a full-service market research firm
Research projects have included market opportunity analysis studies
competitive analysis for major and mid size corporations, strategic partnering
opportunities, federal government contract vehicle analysis, business
planning, product development and corporate valuation studies
Areas of past experience include technology assessment, project development,
business development with MidAmerican Energy, a unit of Berkshire Hathaway
9. Our team - continued
Jim McGinty, Senior Advisor
Vice chairman & former president of Cambridge Information Group (CIG);
20 years with D B in various positions;
Board of directors: Software & Information Industry Association (SIIA),
National Federation of Advanced Information Services (NFAIS)
CIG/ProQuest and MarketResearch.com
Product expertise – information services
Scott Suhy, Senior Advisor
Over 20 years experience leading people and driving growth with a focus on
customer satisfaction, sales execution, and high quality delivery of products and
services
Great balance of deep technical skills, broad leadership, and business
experience
10. Summary
Indian River’s experienced people,
strategic expertise, research process
and milepost driven results-oriented
approach results in a
higher transaction success rate
at a higher enterprise value
for our clients.