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7 Mile Advisors
7MA Company Overview
1
Global, Industry-focused Investment Banking
Notice: 7 Mile Advisors appreciates the opportunity to present this confidential information to the Company. This document is meant to be delivered only
in conjunction with a verbal presentation and is not authorized for distribution. Please see the Confidentiality Notice & Disclaimer at the end of the
document. All data cited in this document was believed to be accurate at the time of authorship and came from publicly available sources. Neither 7 Mile
Advisors nor 7M Securities make warranties or representations as to the accuracy or completeness of third-party data contained herein. This document
should be treated as confidential and for the use of the intended recipient only. Please notify 7 Mile Advisors if it was distributed in error.
2
Leroy Davis
Partner
+1 (704) 899-5962
leroy@7mileadvisors.com
Tripp Davis
Partner
+1 (704) 899-5762
tripp@7mileadvisors.com
Andy Johnston
Partner
+1 (704) 899-5161
andy@7mileadvisors.com
Mark Landry
Partner
+1(561) 508-9360
mark@7mileadvisors.com
John Cooper
Partner
+1 (704) 973-3996
john@7mileadvisors.com
Delivering Partner-Led M&A Advisory
3
Partner
Partner
Leroy Davis
Partner
Partner
Partner
4
7MA Overview
Middle Market | Sell & Buyside M&A & Capital Placements
Longstanding Business Services Transaction Expertise
Sellside
Buyside
Equity
Capital
Options
Transaction
Planning &
ESOPS
Strategic
Market
Assessment
Debt
Capital
Options
Advising high value-add enterprise technology companies on achieving optimal transaction outcomes
7 Mile Advisors at a Glance
180+
Transactions Executed
Merger & Acquisition Advisory for Business Services
o Founded in 2008 with a mission to deliver deeply verticalized transaction
advisory to middle-market technology companies
o Full focus on tech-enabled business services and deep domain expertise in our
sector coverage areas (Business Services & Technology, Healthcare, Emerging
Markets, AEC & Industrial Services, Consumer Products & Retail, and Insurance)
with an expansive network
o Offices in Charlotte, Los Angeles, Pittsburgh, West Palm Beach, and Argentina,
advising a global client base
32
Dedicated M&A Professionals
Buyside
35%
Sellside
65%
5
The 7MA Difference
Senior-Led
Transactions
Industry
Expertise
Methodology
& Global Reach
The middle market is now a global opportunity for both buyers and sellers
Global Expertise
6
7MA Navigating COVID
7
46
Deals Closed
or LOIs Signed from
April 2020 - November 2021
o 7MA’s success in middle-market M&A has continued to accelerate over
the last few years, including during the COVID pandemic
o M&A processes have required agility and innovation, as well as a deep
understanding of the underlying client capabilities to successfully
articulate the long-term value proposition of the business model
36
Transactions Closed
April 2020 – November 2021
8
“It
is the advisor’s role to provide guidance,
coaching, and
insight
through what
is an
uncertain and stressful process (which in our
case included a global pandemic). 7MA pivoted
where needed, but always stayed laser focused
on the best outcome, putting our interests first.
We could not be more thrilled with the results!”
-Alan Kahn, AKA Enterprise Solutions Co-CEO and Co-Founder
7MA 2020 Deals by Sector
9
Business Services & Technology
Healthcare & Insurance
Emerging MarketsConsumer Products & Retail
AEC & Industrial
US-Based
Deals
130+
7MA International
Deal Experience
Contact Info
contact@7mileadvisors.com
508 W 5th St #225,
Charlotte, NC, 28202
1.704.899.5960
As a close-knit team with a long history together and a laser focus
on our target markets, we help our clients sell their companies, raise
capital, grow through acquisitions, and evaluate new markets.
Securities offered through 7M Securities LLC.
7MA Company Overview
1
Global, Industry-focused Investment Banking
Notice: 7 Mile Advisors appreciates the opportunity to present this confidential information to the Company. This document is meant to be delivered only
in conjunction with a verbal presentation and is not authorized for distribution. Please see the Confidentiality Notice & Disclaimer at the end of the
document. All data cited in this document was believed to be accurate at the time of authorship and came from publicly available sources. Neither 7 Mile
Advisors nor 7M Securities make warranties or representations as to the accuracy or completeness of third-party data contained herein. This document
should be treated as confidential and for the use of the intended recipient only. Please notify 7 Mile Advisors if it was distributed in error.
2
Leroy Davis
Partner
+1 (704) 899-5962
leroy@7mileadvisors.com
Tripp Davis
Partner
+1 (704) 899-5762
tripp@7mileadvisors.com
Andy Johnston
Partner
+1 (704) 899-5161
andy@7mileadvisors.com
Mark Landry
Partner
+1(561) 508-9360
mark@7mileadvisors.com
John Cooper
Partner
+1 (704) 973-3996
john@7mileadvisors.com
Delivering Partner-Led M&A Advisory
3
Partner
Partner
Leroy Davis
Partner
Partner
Partner
4
7MA Overview
Middle Market | Sell & Buyside M&A & Capital Placements
Longstanding Business Services Transaction Expertise
Sellside
Buyside
Equity
Capital
Options
Transaction
Planning &
ESOPS
Strategic
Market
Assessment
Debt
Capital
Options
Advising high value-add enterprise technology companies on achieving optimal transaction outcomes
7 Mile Advisors at a Glance
180+
Transactions Executed
Merger & Acquisition Advisory for Business Services
o Founded in 2008 with a mission to deliver deeply verticalized transaction
advisory to middle-market technology companies
o Full focus on tech-enabled business services and deep domain expertise in our
sector coverage areas (Business Services & Technology, Healthcare, Emerging
Markets, AEC & Industrial Services, Consumer Products & Retail, and Insurance)
with an expansive network
o Offices in Charlotte, Los Angeles, Pittsburgh, West Palm Beach, and Argentina,
advising a global client base
32
Dedicated M&A Professionals
Buyside
35%
Sellside
65%
5
The 7MA Difference
Senior-Led
Transactions
Industry
Expertise
Methodology
& Global Reach
The middle market is now a global opportunity for both buyers and sellers
Global Expertise
6
7MA Navigating COVID
7
46
Deals Closed
or LOIs Signed from
April 2020 - November 2021
o 7MA’s success in middle-market M&A has continued to accelerate over
the last few years, including during the COVID pandemic
o M&A processes have required agility and innovation, as well as a deep
understanding of the underlying client capabilities to successfully
articulate the long-term value proposition of the business model
36
Transactions Closed
April 2020 – November 2021
8
“It
is the advisor’s role to provide guidance,
coaching, and
insight
through what
is an
uncertain and stressful process (which in our
case included a global pandemic). 7MA pivoted
where needed, but always stayed laser focused
on the best outcome, putting our interests first.
We could not be more thrilled with the results!”
-Alan Kahn, AKA Enterprise Solutions Co-CEO and Co-Founder
7MA 2020 Deals by Sector
9
Business Services & Technology
Healthcare & Insurance
Emerging MarketsConsumer Products & Retail
AEC & Industrial
US-Based
Deals
130+
7MA International
Deal Experience
Contact Info
contact@7mileadvisors.com
508 W 5th St #225,
Charlotte, NC, 28202
1.704.899.5960
As a close-knit team with a long history together and a laser focus
on our target markets, we help our clients sell their companies, raise
capital, grow through acquisitions, and evaluate new markets.
Securities offered through 7M Securities LLC.