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BUSINESS BASICS CHANNELS 
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U.S.-based
Merger & Acquisition firms Businesses have a life cycle that is related to the needs of owners, executives, and the other "stakeholders" who have an interest in it. There are times when these owners need to "cash in" and get paid for their time, work and risks. Or, perhaps, a management team can see that acquiring another company will make the combined whole more valuable than either piece. At times like this a specialized investment banker with experience in helping companies buy ("acquire") or sell ("merge"--This is supposed to refer to a business combination, but it almost always means a "being acquired.") their business can help them get the best price or terms in the deal. The following is the abc's of Small Business list of active Merger & Acquisition (M & A) specialists. Deutsche Banc Alex. Brown Alex. Brown & Sons 135 E. Baltimore Street Baltimore, MD 21202 Tel: (410) 347-2929 101
California Street Good contact name: Bob Packard, managing director and cohead of investment banking at BT Alex. Brown. Broadmark Capital New York Office 22 Cortlandt Street, 20th Floor New York, NY 10007 Tel: (212) 587-0022 Toll Free: (888) 439-0088 Fax: (212) 349-9422 Seattle
Office San
Francisco Office Deals
between $3M and $25M premoney. Not constrained by size of deal.
Targets e-commerce, business-to-business, telecom (particularly
wireless and broadband), digital infrastructure, and application
service providers. Broadmark's
Website says: Broadmark Capital Corp. is an investment bank
providing a wide range of investment, advisory, and financing services
to a diverse client base from its offices in New York, Seattle and
San Francisco. Broadmark's two divisions - Corporate Finance and
Capital Markets provide an integrated suite of financial services
to growing companies, financial institutions, and high net worth
individuals. Credit Suisse First Boston New York - Headquarters Credit Suisse First Boston Eleven Madison Avenue New York, NY 10010 Tel: (212) 325-2000 New
York Credit Suisse First Boston Specializes in energy, financial institutions, health care, industry & services, media, real estate, technology and telecommunications http://www.csfb.com/investment_banking/aos/industry.shtml Class
A contact: Frank Quattrone, formerly of Morgan Stanley and Deutsche
Bank. One of the best connections to Silicon Valley money. Goldman Sachs & Co. New York Office 85 Broad Street New York, NY 10004 Tel: (212) 902-1000 California
Office From the Goldman Sachs website: Goldman Sachs is a leading global investment banking and securities firm, providing a full range of investing, advisory, and financing services worldwide to a substantial and diversified client base, which includes corporations, financial institutions, governments, and high net worth individuals. Founded in 1869, we are one of the oldest and largest investment banking firms. After more than a century as a private partnership, our firm became a public company in 1999. The Goldman Sachs Group, Inc. is headquartered in New York and has 42 offices in over 20 countries. Global office locations can be found at: http://www.gs.com/about/office-locations.html J.P. Morgan Hambrecht & Quist One Bush Street San Francisco, CA 94111 Tel: (415) 576-3300 http://www.jpmhq.com/ From
the J.P. Morgan Hambrecht & Quist website: Our Investment Banking
function also includes a sizeable team of professionals focused
solely on merger and acquisition (M&A) transactions, providing strategic
and financial advice and executing transactions. In the 1980s, M&A
was primarily the province of large companies, and often driven
solely by financial realities, but today, M&A is a strategic necessity
for companies of every size. Indeed, having an M&A strategy - being
prepared to acquire, to merge, or to be acquired - is a necessity,
both for CEOs of today's entrepreneurial companies and corporate
giants. Our M&A team offers clients a superb combination of industry
insight, deal structure expertise, and hands-on experience. They
also offer a proven capacity to bring transactions to a successful
conclusion. Bank of America Montgomery Securities 600 Montgomery Street San Francisco, CA 94111 Tel: (415) 627-2000 http://www.montgomery.com/ Large, full service investment bank. Morgan Stanley Dean Witter 1585 Broadway New York, NY 10036 Tel: (212) 761-4000 Fax: (212) 761-0086 Morgan
Stanley & Co. From the Morgan Stanley website: The Mergers, Acquisitions and Restructuring Department (MARD) is responsible for structuring and executing a wide range of complex domestic and international transactions including acquisitions, divestitures, mergers, joint ventures, corporate restructurings, shareholder relations, recapitalizations, spin-offs, exchange offers, leveraged buyouts and defenses against unsolicited takeover attempts. The department also establishes and maintains strategic dialogues with existing and potential clients, provides financial advice and solutions to strategic problems and assists clients in achieving short- and long-term strategic objectives. BancBoston Robertson Stephens 555 California Street, Suite 2600 San Francisco, CA 94104 Tel: (415) 781-9700 http://www.robertsonstephens.com/ From the BancBoston Robertson Stephens website: Robertson Stephens is a leading advisor in Mergers and Acquisitions transactions for growth companies. In 1999, we advised on more than $60 billion in transactions. We view Mergers and Acquisitions as one part of a client's overall growth strategy and, therefore, provide firm-wide commitment and senior-level attention across the organization to effect a successful transaction. In 1999, Robertson Stephens was the leading advisor in Internet transactions, advising in 10 of the 15 largest transactions, representing $23 billion. Our focused industry knowledge combined with wide-ranging relationships has resulted in our leadership position in Technology Mergers and Acquisitions advisory services. We are a full-service group with substantial expertise in traditional Merger & Acquisitions activities, as well as in divestitures, recapitalizations, spinoffs, splitoffs, joint ventures, minority investments, and defensive assignments. Thomas Weisel Partners San Francisco Pacific Telesis Tower One Montgomery Street San Francisco, CA 94104 Tel: (415) 364-2500 Fax: (415)364-2695 New
York Office From the Thomas Weisel Partners website: Thomas Weisel Partners, is a merchant bank for growth companies providing strategic advisory services and equity underwriting to high quality growth companies from small to large cap. The firm's approach is based on the belief that valued long-term client relationships are more effectively built from strategic advisory rather than transactional relationships. Steve Bottum, Mike Ogborne, and Mark Shafir are the leaders of the investment banking operation at Thomas Weisel. |
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