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D A L L A S  

\ C H A R L O T T E   D A L L A S   A T L A N T A  

C H A R L O T T E   A T L A N T A  100 North Tryon Street, 54th Floor  Charlotte, North Carolina 28202 

Phone: 704.333.0525 1700 Pacific Avenue, Suite 2450 

Dallas, Texas 75201 Phone: 214.451.5200 

3340 Peachtree Road, N.E., Suite 1828 Atlanta, Georgia 30326 Phone: 404.813.5327 

Strong focus on representing closely-held and family-owned businesses.

Typical transactions involve:

Mergers and acquisitions with enterprise values typically within the $25 million to $250 million range.

Private capital raises beginning at $5 million.

Leading Investment Banking Services

Middle-Market Focus

Sellside and divestitures.

dentification and executionof buyside transactions.

Competitive marketing processes specific to clients’needs.

MERGERS & ACQUISITIONS

For refinancing, growthcapital, acquisitions,shareholder liquidity, andother financing needs.

Placement agent on over$2.0 billion over the last fouryears. 

PRIVATE CAPITAL RAISES

Fairness opinions.

Independent, third-partyvaluation expertise.

To complete a transaction orevaluate strategic initiatives.

ADVISORY ASSIGNMENTS

ESOP transactions provian attractive liquidityalternative forshareholders.

Deliver compelling taxadvantages.

Enable employees to reaequity upside.

ESOP CORPORATE FINA

Unique opportunity for bright, ambitious individuals in a challenging industry.

Important contributor to the firm’s activities. 

Participate actively during every phase of the transaction process.

Work closely with senior deal team members and interact regularly with clients.

Due to the firm’s size and significant deal flow, Analysts are expected to develop

rapidly through hard work, demonstrating maturity, and self-confidence.

The Analyst Experience

McColl Partners’ Analyst position is structured as a two -yearprogram with the eventual possibility of promotion to

Associate for truly outstanding performers.

Additionally, the Analyst experience provides invaluablepreparation for graduate school and an unparalleled

introduction to the business world.

McColl Partners is an independent investment bank that advises middle-market companies in the execution of mergand acquisitions, the raising of private capital, and the evaluation of strategic  alternatives. 

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W W W . M C C O L L P A R T N E R S . C O

Career OpportunitiesA few select events have had a significant impact on the direction of my life — the decision to join McColl Partners was f them. I grew a great deal through McColl Partners’ incredibly entrepreneurial environment and developed lifelong frie

nd a support network that has lasted long after I finished the Analyst program. Differentiation and impact are two gui

principles that drove my decision to join McColl Partners and continue to shape my professional life. Differentiation –

ollowing the herd – provides me with a great deal of satisfaction in my professional life. Also, in making a decisionwhether or not to join a company — I want to make an impact. McColl Partners provides a differentiated opportunity

llows every member of the firm to have an immediate impact. The work environment, both entrepreneurial and distincxtremely satisfying both personally and professionally.‖

H. Badge StoneManaging Director, HeelHorn Partners, LLC, CurrentHarvard Business School, 2008Manager, Strategic Planning, VF Corporation, 2003-20Analyst, McColl Partners, 2001-2003

Subsequent Position

Recent Transactions

Business Services

HealthcareFinancial Services Industrials & Building Products

MBA Institution

McColl Partners Analysts’ Subsequent Experience 

Consumer & Retail

Michigan

(Ross)

1

Harvard

10

Penn

(Wharton)

1

Stanford

1

Dartmouth

(Tuck)

1

UVA

(Darden)

1

Private

Equity

27

Direct to

Business

School

3

Other 

Investment

Banks

2

Other 

4

Remain with

McColl

Partners

5

The undersigned acted as financial advisor to

 Archer Technologies, LLC.

 _____________________ 

has completed a recapitalization with

The undersigned acted as financial advisor to

 Archer Technologies, LLC.

 _____________________ 

has completed a recapitalization with

The undersigned acted as financial advisor to

Southern Career Institutes, Inc.

 _____________________ 

has been acquired by

The undersigned acted as financial advisor to

Southern Career Institutes, Inc.

 _____________________ 

has been acquired by

The undersigned acted as financial advisor to

Goldsboro Milling Company.

 _____________________ 

has completed a recapitalization with

The undersigned acted as financial advisor to

Goldsboro Milling Company.

 _____________________ 

has completed a recapitalization with

The undersigned acted as financial advisor to

 American Importing Company, Inc.

 _____________________ 

has completed a recapitalization with

The undersigned acted as financial advisor to

 American Importing Company, Inc.

 _____________________ 

has completed a recapitalization with

The undersigned acted as financial advisor to

 American Importing Company, Inc.

 _____________________ 

has completed a recapitalization with

The undersigned acted as financial advisor to

 National Agents Alliance.

 _____________________ 

Senior Debt Facility

The undersigned acted as financial advisor to

 National Agents Alliance.

 _____________________ 

Senior Debt Facility

The undersigned acted as financial advisor to

 National Agents Alliance.

 _____________________ 

Senior Debt Facility

The undersigned acted as financial advisor to Capital Bank.

 _____________________ 

has completed a recapitalization with

The undersigned acted as financial advisor to Capital Bank.

 _____________________ 

has completed a recapitalization with

The undersigned acted as financial advisor to

  Integrated Healthcare Solutions, Inc.

 _____________________ 

has completed a recapitalization with

The undersigned acted as financial advisor to

  Integrated Healthcare Solutions, Inc.

 _____________________ 

has completed a recapitalization with

The undersigned acted as financial advisor to

 Dentistry for Children, PC.

 _____________________ 

has been acquired by

The undersigned acted as financial advisor to

 Dentistry for Children, PC.

 _____________________ 

has been acquired by

The undersigned acted as financial advisor toCardell Cabinetry.

 _____________________ 

has completed a recapitalization with

The undersigned acted as financial advisor toCardell Cabinetry.

 _____________________ 

has completed a recapitalization with

The undersigned acted as financial advisor to

 Inmark, Inc.

 _____________________ 

has completed a recapitalization with

The undersigned acted as financial advisor to

 Inmark, Inc.

The undersigned acted as financial advisor to

 Inmark, Inc.

 _____________________ 

has completed a recapitalization with