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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
 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
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
Corporate Development Services

   Strategic and Business Planning
   Strategic Partnering
   Venture Development
   Wealth Transition
Investment Banking Services

   Business Valuations
   Sell Side Advisory
   Buy Side Advisory
   Capital Formation
     Debt/Equity
 Recapitalizations
 Management Buy-outs
To maximize enterprise value




We Partner with Management & Owners to Enhance Enterprise Value
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
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
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
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.
VIEW OVER
VIEW OVER
Malatesta

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Malatesta

  • 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.