Timber Trading Investors in North America

Interests: Approach To Target Acquisition Selection; - US New Co for manufacturing, electronics & business services. - Prefer to participate through entire investment cycle; due diligence to organic / inorganic growth to exit. - Low capex businesses. - Prefer transactions without real estate involved. - Businesses near capacity ceiling can be acceptable. - Maintain business name and location (if needed) post-close. - Leveraging our network of investors to define and execute the right transaction structure. - we are a hands-on firm, that designates on of our team members as post-close CEO and operating team; hence we are open to 6-9 month transitions with current management.

Background: We are a Michigan based Investment Management firm (start: Jan-2015) - Group of Operating Executives, not PE spun-off professionals focused on value creation. - Members have managed complex multi-country businesses ($200M to $1.5B) - Raised $50m VC funds for startups; restructured venture debts. - Thesis-driven approach to manufacturing & business services; not only machining, & fabrication, but also advanced manufacturing (composites, electrical and electronics), mechanical services & holistic consulting services.

Interests: Business should have their management in place. Seeking bolt-on acquisitions in production automation, Enterprise Resource Planning (ERP) Systems Implementation, IT managed services.

Background: Entrepreneur, investor, international business leader, and a turnaround executive.

Interests: Looking for a well run & managed decade-old or older company.

Background: I am an individual investor with experience in business development, technology, and real estate sectors. I want to invest in my personal capacity.

Interests: Business should be well managed by an experienced management team, have growth potential and generate positive cash flow.

Background: More than 20 years of experience in investment banking in Latin America. Hands-on corporate finance advisor for more than 15 companies in the region. Have held executive positions in Private Equity Companies and Banks. Have successfully closed deals in Costa Rica, Colombia, El Salvador and Panama. We will charge 5% as our success fee.

Interests: Various sectors and locations in Canada. Over 5 years in business (preferred). Professional management in place, positive cash flow, recession-proof concept, culture support and continuous improvement.

Background: Residing in the Vancouver area. I am an experienced entrepreneur in the professional services and building maintenance sectors. My educational background includes academic degrees in plant biotechnology (faculty of agriculture), financial accounting, and an MBA. My passion is to help businesses grow. I have started and managed several businesses using innovation and collaboration to enhance the efficiency and effectiveness of all business systems. Knowledgeable at analyzing financial statements, setting up strategic direction, and ensuring goals are being monitored and achieved. Experienced in researching and networking to incorporate the best globally available infrastructure of business systems to allow controlled and sustainable growth. Over 25 years of combined experience in several sectors and capacities to shape a deep understanding of various players involved in the business cycle of small to medium size businesses.

Interests: I am interested in investing in a wide range of industries including energy, healthcare, technology, retail, and logistics, with a focus on businesses located in Massachusetts and New Hampshire.

Background: I am the director of a real estate development company with over 23 years of experience. I have owned and managed around 300,000 square feet of commercial property during my career.

Interests: We offer a broad range of specialized services which includes: - Advice on fund raising from multiple sources. - Private equity advisory. - Venture capital and angel investment advisory. - Advising mergers & acquisitions (buy & sell) on a local or a global scale. - Divestitures and exclusive sales. - Joint ventures and strategic alliance. - India entry strategy. - Project finance and debt syndication and restructuring. - Debt & equity financing and refinancing. - Due diligence and valuations. - Market and industry research and pre-feasibility study.

Background: - We are a well networked business advisory firm that is professionally managed, focused on quality and on our clients. - Our investment banking and advisory services are known for its quality. We help upcoming corporate entities with global aspirations. - Our services have no borders, and so we aren't limited by geographic constraints. We also help in expansions across geographies, setting up JVs, PE investments, acquisitions and funding for the same. - Our clients have revenues between $2 million and more than $500 million and our experience makes us market leaders.

Interests: - Ideally west-coast based, or can be managed remotely. - Diversified customer base. - Ideally tenured, and have been in business at least 10 years. - Straightforward operations.

Background: I am a technology executive with a background in building and leading teams, and scaling operations.

Interests: We are interested to provide expert consulting to running businesses. We can get investors and Banking partners for our clients regardless of the kind of Real-estate projects, Hospitality projects, Educational institutional projects, Information Technology projects. We also assist our clients in investing capital, connecting sellers with buyers and vice versa. We assist to sell the business or buy the businesses. Consulting on debt syndication and equity arrangement.

Background: Team of seasoned experienced Ex-banker dealing with debt syndication and equity arrangement. We have successfully managed a portfolio of Rs. 500 crores AUM with us. Clientele base of 200 individuals and corporates.

Interests: Well managed and looking to expand into new areas and markets with the right partner. The business should be in UAE, UK, USA, and in Spain as we have operations in these countries.

Background: We are a UK-based investment firm specializing in healthcare and renewable energy industries. We are looking for opportunities to expand our portfolio.

Interests: 1. Revenue up to 10m. 2. 10% to 20% EBITDA. 3. Business preferences are automation (industrial, warehouse and robotics), technology, industrial services, packaging, pulp and paper, general manufacturing, transportation and logistics preferably in the New England area but also open to northeast and southeast in general. 4. Seller financing is preferred but not necessary.

Background: Summary of expertise. 1. FP&A. 2. Fully integrated financial modelling to support strategic decisions. 3. Automated and detailed monthly financial reporting package. 4. Monthly/quarterly management team and board reporting. 5. Annual budgeting and budget presentation materials. 6. Profitability by customer, product/service, geography, and other variables. 7. All-encompassing P&L forecasting and variance analysis. 8. Best in class 13-week cash flow forecasting. 9. Real-time hourly/daily/weekly cash reporting. 10. Industry-leading KPI, dashboard and automated reporting using a data-driven approach to optimize decision-making. 11. Maximizing existing tools and new tools like Power BI to provide maximum business visibility. 12. Combine predictive and trend analysis to enable clients to optimize resource planning and management. 13. Capital expenditure and ROI analysis. 14. Working capital and cash management analysis. 15. Synergy and restructuring analysis. ➢ Finance & Accounting. 16. Month-end close establishment and process improvement. 17. Percentage of completion accounting WIP optimization. 18. Project accounting/finance. 19. Standard cost optimization. 20. Cost reductions and optimization initiatives and processes. 21. Intercompany cleanup. 22. General ledger cleaning and optimization. 23. Set up accurate and timely reconciliations. 24. Internal & external audit support and management. 25. Payroll optimization. 26. Financial health check. 27. Implementing revenue and cost processes and policies. 28. Balance sheet reconciliation & clean up. 29. General accounting support. 30. Evaluate and build teams per client’s needs. ➢ Operations. 31. Evaluation of current processes and identify areas of continuous improvement. 32. Implementing processes & policies to optimize output and increase efficiency and productivity. 33. Maximize ROI on labour costs with targeted metrics and actions to increase efficiency and maximize utilization. 34. Project management – Implement consistent processes to ensure on-time and under-budget completion of projects. 35. Implement quality control measures to maximize customer satisfaction and minimize the cost of double handling. 36. Hands-on approach to assessing costs across the board to identify opportunities to increase margins. 37. Inventory management including implementation of inventory systems as needed. 38. Initiate and implement supply chain processes and traits to ensure optimal deliverables while increasing margins. Target major costs such as materials, labour, freight etc. 39. Resource management – Utilize predictive analytics to ensure the business is always appropriately staffed. 40. Define and set up KPIs to improve productivity, quality, and lead times. 41. Increase the fluidity of communication between operations and other departments like sales, customer service and sales to improve the final output. ➢ Sales & Sales Operations. 42. Evaluate the current sales structure to identify areas of continuous improvement. 43. Increase visibility to sales performance by salesperson, product/service, geography, and other variables. 44. Assess, review, and propose sales compensation plans to align with the goals of the client. 45. Propose and implement tools and processes to maximize sales efficiencies and increase the close rate. 46. Work closely with the customer service team to optimize the customer experience. 47. Improve current CRM’s performance by implementing processes to optimize the CRM functionality. 48. Suggest KPIs to track the weekly and monthly performance of salespeople and the customer. 49. Review sale terms & conditions to minimize client’s exposure. 50. Increase visibility to current and upcoming trends to stay at the forefront of the market needs. 51. Initiate business development processes to pre-qualify potential customers and maximize efficiency and close rates. ➢ Acquisition & Integration. 52. Assess acquisition fit to conform with the vision of the client. 53. Review potential acquisitions business operations and financials to give more visibility to the client. 54. Prepare & implement a fully loaded integration plan to integrate financials, sales, operation, HR, legal, technology etc. 55. Asses overlap in costs to find avenues to consolidate to maximize the value of the acquisition. 56. Identify increased sales opportunities with the combined strengths of the client and the acquired company. 57. Identify operations opportunities with the combined strengths of the client and the acquired company. To minimize costs and maximize efficiencies. • Consolidation of systems. 58. Sell side – For clients looking to sell the business or bring in new capital. 59. Assess potential market opportunities. 60. Gather and prepare client information as needed to assist with the transaction. ➢ Information Technology. 61. ERP Implementation – Evaluate the ideal solution, set up a timeline, budget, and targets as per the client’s needs and manage the project from idea to inception. 62. Assess current ERP usage and implement changes as needed to maximize functionality. 63. Consolidation of ERPs across divisions and new acquisitions. 64. CRM Implementation - Evaluate the ideal solution, set up a timeline, budget, and targets as per the client’s needs and manage the project from idea to inception. 65. Assess current CRM usage and implement changes as needed to maximize functionality. 66. Train current staff on optimal usage of MS Suite (Excel, word, PowerPoint, project etc. ). 67. Set up a client’s security and IT profile, policies & procedures.

Interests: Prefer working with service businesses with a minimum of 3 employees. Prefer businesses with a clear profit.

Background: Founders of service businesses in the US hire me to leave a lasting legacy because most lack a powerful exit strategy and are stuck in the day-to-day grind. So, I help reverse engineer their business for scaleable, saleable success. My work has helped companies save or make over $27 million in capital and expenses. I have been called the Maestro of Business and the “Marcus Lemonis of Des Moines. ”

Interests: Complimentary to our industry in a pro-growth state or region with engineering talent. Would prefer a company in automation/machine building, control system integrator or service company.

Background: Sales, marketing and customer service leadership, previous growth and innovation consultant with one of the manufacturing extension partner (MEP center) organizations.

Interests: Would like to acquire an on going service and repair business in our industry.

Background: Owner of a successful service and repair company in NYC metro. I'm looking to make this investment / acquisition in my personal capacity.

Interests: Selection based on: - Innovative idea. - Team's capability to execute that idea. - Team should have a unified goal and should have been working together for 1-3 years.

Background: Our goal: Create value by incubation Startups in cooperation and turn it into the business system with organic growth and stable operation. Socratus Studio was founded with the investment of the Gund Investment holding company. Socratus studio aims to revolutionize the approach to startups and SME development offering a set of solution to improve organization performance and for sustainable growth via Tus service, mentoring and funding.