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Don’t be afraid to give up the good for the great-John D. Rockefeller

“Don’t be afraid to give up the good for the great” -John D. Rockefeller

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Page 1: “Don’t be afraid to give up the good for the great” -John D. Rockefeller

“Don’t be afraid to give up the good for the great”-John D. Rockefeller

Page 2: “Don’t be afraid to give up the good for the great” -John D. Rockefeller

“The competitor to be feared is one who never bothers about you at all, but goes on making his own

business better all the time”-Henry Ford

Page 3: “Don’t be afraid to give up the good for the great” -John D. Rockefeller

“It always seems impossible. Until it is done”

-Nelson Mandela

Page 4: “Don’t be afraid to give up the good for the great” -John D. Rockefeller

“If you focus on results, you will never change,

If you focus on change you will get results”-Jack Dixon

Page 5: “Don’t be afraid to give up the good for the great” -John D. Rockefeller

Elevation Capital Advisors“Taking Investment Success to New Heights”

Elevation Capital AdvisorsSaturday March 7th, 2014

Dylan WeissJavier Hernandez-CottonLior AvitalPaul-Henri Grange

XXX

XXX

Presented to the Distinguished Investment Committee & Lior’s Mom

Page 6: “Don’t be afraid to give up the good for the great” -John D. Rockefeller

1. Introduction & Key Considerations

2. Analysis & Strategic Rationale

3. Valuation & Financial Assessment

4. Implementation Strategy

Introduction & Key Considerations

Page 7: “Don’t be afraid to give up the good for the great” -John D. Rockefeller

Elevation Capital Advisors“Taking Investment Success to New Heights”Mandate

What investment strategy should be pursued for Fuck You Corp. (TSX:FU)?

Introduction Analysis Valuation Implementation

<25%

Return Parameters

>0%

0%-10%

10%-25%

Strong Buy

Sell

Hold/Accumulate

Buy

Page 8: “Don’t be afraid to give up the good for the great” -John D. Rockefeller

Elevation Capital Advisors“Taking Investment Success to New Heights”Recommended Course of Action

Target Price

What investment strategy should be pursued for Fuck You Corp. (TSX:FU)?

Strong Buy

Introduction Analysis Valuation Implementation

Page 9: “Don’t be afraid to give up the good for the great” -John D. Rockefeller

Elevation Capital Advisors“Taking Investment Success to New Heights”Recommended Course of Action

Target Price

What investment strategy should be pursued for Fuck You Corp. (TSX:FU)?

Buy

Introduction Analysis Valuation Implementation

Page 10: “Don’t be afraid to give up the good for the great” -John D. Rockefeller

Elevation Capital Advisors“Taking Investment Success to New Heights”Recommended Course of Action

Target Price

What investment strategy should be pursued for Fuck You Corp. (TSX:FU)?

Hold/Accumulate

Introduction Analysis Valuation Implementation

Page 11: “Don’t be afraid to give up the good for the great” -John D. Rockefeller

Elevation Capital Advisors“Taking Investment Success to New Heights”Recommended Course of Action

Target Price

What investment strategy should be pursued for Fuck You Corp. (TSX:FU)?

Sell

Introduction Analysis Valuation Implementation

Page 12: “Don’t be afraid to give up the good for the great” -John D. Rockefeller

Elevation Capital Advisors“Taking Investment Success to New Heights”Investment Context

Fuck You Corp (FU)Target

Investment

Key Investment Considerations:

Introduction Analysis Valuation Implementation

Sector:Ballsack Extraction

Industry:Metals & Minning

Trading Liquidity

Average Daily

Volume

xxx,xxx

Page 13: “Don’t be afraid to give up the good for the great” -John D. Rockefeller

1. Introduction & Key Considerations

2. Analysis & Strategic Rationale

3. Valuation & Financial Assessment

4. Implementation Strategy

Analysis & Strategic Rationale

Page 14: “Don’t be afraid to give up the good for the great” -John D. Rockefeller

Elevation Capital Advisors“Taking Investment Success to New Heights”Value Drivers

123

Introduction Analysis Valuation Implementation

Page 15: “Don’t be afraid to give up the good for the great” -John D. Rockefeller

Elevation Capital Advisors“Taking Investment Success to New Heights”Nordstrom Consideration

Introduction Analysis Valuation Implementation

Page 16: “Don’t be afraid to give up the good for the great” -John D. Rockefeller

Elevation Capital Advisors“Taking Investment Success to New Heights”Strategic Ideation

Business Considerations Key Insight

Introduction Analysis Valuation Implementation

Page 17: “Don’t be afraid to give up the good for the great” -John D. Rockefeller

Elevation Capital Advisors“Taking Investment Success to New Heights”Strategic Fit

Aim of Investment

Strategy

Acquisition Thesis

Generate Returns of __% by investing in stable cash flow business with recurring

long-term contract business

Dylan loves dick

Our Concluding Rationale for the Investment:

Introduction Analysis Valuation Implementation

Page 18: “Don’t be afraid to give up the good for the great” -John D. Rockefeller

1. Introduction & Key Considerations

2. Analysis & Strategic Rationale

3. Valuation & Financial Assessment

4. Implementation Strategy

Valuation & Financial Assessment

Page 19: “Don’t be afraid to give up the good for the great” -John D. Rockefeller

Elevation Capital Advisors“Taking Investment Success to New Heights”Valuation

Introduction Analysis Valuation Implementation

Page 20: “Don’t be afraid to give up the good for the great” -John D. Rockefeller

1. Introduction & Key Considerations

2. Analysis & Strategic Rationale

3. Valuation & Financial Assessment

4. Implementation Strategy

Implementation Strategy

Page 21: “Don’t be afraid to give up the good for the great” -John D. Rockefeller

Elevation Capital Advisors“Taking Investment Success to New Heights”Alternatives – jkaj

Strong Buy <25%

Buy10% - 25%

Hold / Accumulate

0% -10%

Introduction Analysis Valuation Implementation

Sell >0%

Page 22: “Don’t be afraid to give up the good for the great” -John D. Rockefeller

Elevation Capital Advisors“Taking Investment Success to New Heights”Alternatives

Strong Buy <25%

Buy10% - 25%

Hold / Accumulate

0% -10%

Introduction Analysis Valuation Implementation

Sell >0%

Page 23: “Don’t be afraid to give up the good for the great” -John D. Rockefeller

Elevation Capital Advisors“Taking Investment Success to New Heights”Recommended Course of Action

Introduction Analysis Valuation Implementation

Page 24: “Don’t be afraid to give up the good for the great” -John D. Rockefeller

Elevation Capital Advisors“Taking Investment Success to New Heights”Implementation Timeline

Introduction Analysis Valuation Implementation

Page 25: “Don’t be afraid to give up the good for the great” -John D. Rockefeller

Elevation Capital Advisors“Taking Investment Success to New Heights”Risk Assessment

Risks Mitigations Contingencies

Introduction Analysis Valuation Implementation

Page 26: “Don’t be afraid to give up the good for the great” -John D. Rockefeller

1. Introduction & Key Considerations

2. Analysis & Strategic Rationale

3. Valuation & Financial Assessment

4. Implementation Strategy

Conclusion

Page 27: “Don’t be afraid to give up the good for the great” -John D. Rockefeller

Company Overview

Investment ThesisPurchase Strategy

Financial Overview & Catalysts

G.Q. Capital Advisors – Deal Tear Sheet

Page 28: “Don’t be afraid to give up the good for the great” -John D. Rockefeller

Formatting Rules:

Arial use theseUse the third greyAnd bottom row dark blue (standard colors row)Line thickness is 1.5pts

Page 29: “Don’t be afraid to give up the good for the great” -John D. Rockefeller

Appendix

1. Introduction & Key Considerations

2. Analysis & Strategic Rationale

3. Valuation & Financial Assessment

4. Implementation Strategy