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Investment Banking Power Point
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Introduction to Our Firm
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.
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.
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
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.
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
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.
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)
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
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