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Introduction to Our Firm

Gulfstream Group 18June09

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Page 1: Gulfstream Group 18June09

Introduction to Our Firm

Page 2: Gulfstream Group 18June09

Our Firm

• Gulfstream Capital Advisors is a boutique investment bank focused on start-up, early stage and sub-mid market opportunities. Since its founding in 1985, Gulfstream Capital Advisors has advised companies, both public and private, throughout the world.

• With offices in South Florida, Gulfstream Capital Advisors is ideally positioned to raise capital for your company.

• What makes Gulfstream Capital Advisors different is the nature of our team and the manner in which we provide services.

Gulfstream Capital Advisors

offers a service model that

combines senior-level focus,

strategic advice and high-energy

execution which is highly visible

to our clients.

Page 3: Gulfstream Group 18June09

Our Focus

• Gulfstream Capital Advisors is loyally devoted to extraordinary entrepreneurs. Gulfstream Capital Advisors helps each entrepreneur to establish their goal and achieve their success.

• Our corporate culture is built on a commitment to client-centered service and an adherence to the highest standards of personal and professional integrity.

• Gulfstream Capital Advisorss day-to-day operations are guided by these values, which are the keys to our continued success

We founded Gulfstream

Capital Advisors on value

through vision, commitment &

partnership.

Page 4: Gulfstream Group 18June09

Our Industry Expertise

Education

Our professionals have

substantial knowledge of the

following industries reflecting

many years of experience in

investment banking and as

operating executives.

Energy,Environment

alTechnology /Renewables

BusinessServices

LogisticsAndManufacturi

ng

Consumer,Retail &

Wholesale

FinancialServices

InformationTechnology &Communications

Healthcare

Services

Start-up

EarlyStage

Sub-mid

Market

Page 5: Gulfstream Group 18June09

Our Services

• Research & Analysis ReportsOur research & analysis reporting takes a fresh, critical approach to undertaking the complexities of each clients’ business needs through a proprietary model. Gulfstream Capital Advisors provides a superior branded report geared to qualified prospects, chosen to be considered as clients.

• Private Capital RaisingGulfstream Capital Advisors has extensive experience in both the equity and debt capital markets and has developed relationships with angel groups, venture capital firms, private equity firms, mezzanine, senior debt and other institutional financing sources. Gulfstream Capital Advisors undertakes a process-oriented approach to targeting institutional sources.

• Financial and Strategic AdvisoryAs companies grow and evolve, they will likely have increasing needs for addressing capital structure, financing arrangements, management infrastructure and operational issues.

Gulfstream Capital Advisors

offers investment banking

services tailored to match our

clients’ needs.

Page 6: Gulfstream Group 18June09

Current Engagements

Gulfstream Capital Advisors

remains active in our targeted

industries and list several

current engagements.

Client IndustryTransactionConsultADoctor HealthcarePrivate Funding

Tractor Export International Dist. Private FundingOperational

Kleo / Adopt-A-Classroom EducationPrivate Funding

CoolView Medical TechnologyPrivate FundingOperational

UnirisX Insurance Private Funding

Page 7: Gulfstream Group 18June09

Completed Engagements

Gulfstream Capital Advisors

remains active in our targeted

industries and list several

current engagements.

Client IndustryTransaction

AutoChina Ltd: Automotive Developed Line of Chinese Vehicles for International Export.

NetRail, Inc: Telecom/Internet Ser. Capital Raise $80M Acquisition

Riverside AlternativeFixed Income Fund:Finance Initiated and raised capital for $200M hedge fund

Tel-Air Network: Telecommunications Initiated, managed and sold start-up nationwide cellular company.

Page 8: Gulfstream Group 18June09

Completed Engagements

Gulfstream Capital Advisors

remains active in our targeted

industries and list several

current engagements.

Client IndustryTransaction

Micro Resources Computer Hardware Merger

jeTech Data Systems Computer Software Capital Raise ($44M Equity)

Enterprise Project Computer Software Acquisition (Microsoft)

eLabor Computer Software Acquisition (ADP)

Hudson Capital Real Estate Capital Raise ($800M Debt)Interneer Computer Software Capital Raise ($3.2M Equity)

ISO Parts Defense Contractor Capital Raise ($6M Equity) (Computer Software)

Page 9: Gulfstream Group 18June09

Our Professionals

Gulfstream Capital Advisors has

extensive investment banking

experience.

Steve Massey Jack Karabees Chris T CalleriPartner Partner Director

Previous Experience Previous Experience Previous ExperienceGulfstream Group:Served as CEO.Sourcing, structuring andarranging over $250M in investment capital.

Riverside Capital:Served as President.Started and managed Fixed Asset Fund, grown to $200M.

Years of ExperienceOver 35 years of experience

Groundwork Equity:Served as Principal. Raising over $100M in private equity and venture capital funding.

Katalyst Securities:Served as Sr. V. President.Raising over $250M in private equity and venture funding.

Years of ExperienceOver 30 years of experience

Genesis Exchange:Served as Director.Liaison to CEO’s and financiers, totaling $950Min capital raise for 56 companies.

Years of ExperienceOver 13 years of experience

Page 10: Gulfstream Group 18June09

Contact Us

To learn more about our

capabilities, you may contact us

directly.

For further inquires please contact us at [email protected]

Miami

2121 SW 3rd AvenueSuite 701Miami, Florida 33129Tel: (305) 774-9843

www.gulfstream-group.com