7MA_Overview_Q4_

7MA_Overview_Q4_, updated 12/8/21, 12:00 AM

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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.
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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%
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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
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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
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“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
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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.