Marine Passenger Transport Investors in North America

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: 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: 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: Multiple businesses but mostly transport and logistics.

Background: Results-Oriented and hands on leader with a strong background in, but not limited to, business management, supply chain management, business development and procurement. Driven to achieve success in every field I have managed. Currently handling the day to day operation of one of the fastest growing logistics company. With an annual turnover of over Five (5) million USD. Budgeting and accounting now comes with the territory. Including basic logistics management supply and fleet management is paramount.

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: I am looking to invest in businesses in the freight & logistics, luxury furnishing, building & construction, food & beverage and business service industries located in Omaha and Kansas City metro areas. I am searching for a business with a minimum SDE of USD 550k in the distribution, light manufacturing, or service sectors.

Background: I am an experienced distribution, logistics and operations executive with 20 years of experience in the food manufacturing and distribution industry. I have worked across retail, food, furniture, and the final-mile, and have had strong executive and C-suite experience. I am a reliable and knowledgeable resource in the field of logistics and distribution.

Interests: I would like to invest in manpower supply, courier service, logistics, fright and logistics and service based companies. I want to invest in a profitable and a running business. I am also interested to invest in Bangalore for more opportunities.

Background: I have 11 years of experience in maintaining manpower supply agency in Hyderabad.

Interests: The business can be a running entity, startup venture, new entity / MNCs desirous of setting up an establishment in India, either manufacturing or service provider. We are representing pan India clients.

Background: We are a consultancy firm specialized in total handling of GST compliances, sanitation, audit, litigation support, partnered with a leading application service provider, support on export incentives under MIES & SIES schemes. We provide legal, finance, insurance advisory, client training and hand-holding, corporate laws, direct tax laws, accounting and taxation services for SMEs, business valuations and M&A services. Currently, the firm is providing its expertise successfully to reputed MNCs and PSUs. We also provide total compliance solutions for global businesses and trade desirous of setting up establishments In India. There is no upfront fee. The success fee is charged based on the nature of business sector and deal size.

Interests: When looking to buy a business, there are several key factors I always consider to ensure it aligns with my investment goals. Here’s what I focus on: Financial Health: I meticulously review the business's financial statements, including profit and loss accounts, balance sheets, cash flow details, and tax returns. This helps me assess its profitability, revenue trends, and overall financial stability. Market Position: Understanding the business’s standing in the market and its competitive edge is crucial. I evaluate its customer base, market share, brand strength, and unique selling points. Legal Compliance: I ensure the business has no unresolved legal issues. This includes checking for compliance with relevant laws, intellectual property rights, existing litigation, and any contractual obligations. Operational Efficiency: I look into the efficiency of the business operations, the condition of assets, use of technology, and the effectiveness of existing processes. Growth Potential: Identifying opportunities for expansion and scalability is key. I consider potential for new products or services and possibilities for geographic expansion. Seller’s Motivation: Understanding why the owner is selling provides insights that might indicate underlying challenges or opportunities. Team Quality: I assess the skills and experience of the management team and staff, their roles within the business, and the overall employee satisfaction and stability. Customer Dependency: I check if the business is overly reliant on a few customers, as this could pose a significant risk. Supplier Relationships: I evaluate the strength and reliability of supplier relationships and consider the implications of supplier dependencies. Due Diligence: I engage professionals such as accountants, lawyers, and business advisors to conduct a thorough due diligence to confirm all financial, legal, and operational details are as stated. I approach each potential investment with a strategic mindset, ensuring a comprehensive evaluation of both the present condition and future potential of the business. This thorough approach helps me make informed decisions that meet my financial objectives and risk tolerance.

Background: We started with a focus on advertising but diversified significantly following the success of several websites I developed. These websites, originally intended to enhance our digital marketing footprint, unexpectedly transformed into vital customer acquisition tools. Calls began to pour in from potential clients seeking services beyond advertising. This led to a significant shift in our business model. Recognizing the demand, I seized the opportunity to expand our offerings. I began hiring professionals across various fields, including electricians, plumbers, tree experts, and cleaners. Managing these services turned our modest two-bedroom apartment into a bustling hub of business activities, embodying the entrepreneurial spirit of adapting and growing according to market needs. Today, we stand as a testament to agile business practices and the power of digital platforms. Here’s how we help other businesses grow: Diversified Services: Leveraging our own experience, we help businesses diversify their service offerings to meet broader market needs and capture new opportunities. Digital Transformation: We guide companies in harnessing the power of the internet, just as we did, to enhance their visibility and customer engagement. Operational Strategy: From a two-bedroom apartment to a comprehensive service hub, we have the expertise to help businesses optimize their operations, regardless of their starting point. Expert Network Access: Through our diverse team of professionals, we offer access to a wide network of expertise in various trades, ensuring businesses have the right skills at the right time. Customized Solutions: Understanding that each business challenge is unique, we provide tailored solutions that address specific needs, driving sustainable growth and success. We are excited to partner with other businesses to help them navigate their own paths to growth and diversification.