Access to Capital Directory

Published February 18, 2013

The Schroeder Group, S.C., Attorneys at Law

20800 Swenson Dr., Suite 475

Waukesha, WI 53186

www.tsglaw.com

Key Contact:

Ross Sharkey
Stuart Schroeder
John Yentz

Phone: (262) 798-8220

Fax: (262) 798-8232

Year Founded: 1998

General Business Description: The Schroeder Group provides legal services to closely-held businesses, family enterprises and financial institutions throughout Wisconsin.

Two most common transaction sizes:

$2.6 mil - $4.9 mil

$1 mil - $2.5 mil

Top three industries in which transactions have been conducted:

Finance/Banking

Manufacturing

Real Estate

Access to Capital Services : Acquisition Agreement
Acquisition Review
Buy/Sell Agreements
Capital Acquisition
Closing
Confidentiality Agreements
Contracts
Due Diligence
Exit Strategy
Financial Analysis
Financing
General Consulting
Growth Strategy
Intellectual Property
IPO
Leasing - Equipment
Letter of Intent
Licenses & Permits
Lines of Credit
Loans - Equipment
Loans - General
Loans - Real Estate
Loans - SBA
Loans - Working Capital
Management Buyout
Negotiation
Offering Materials
Opinions
Prepare Company for Sale
Pricing
Private Equity Acquisition
Real Estate Acquisition/Sale
Real Estate Disposal
Recapitalization
Revolving Credit Facilities
Sale Leaseback
Strategic Acquisition
Strategic Investment
Transaction Review
Transaction Strategy

Banks/Credit Unions

Investment Banking & M&A Firms

Private Equity Groups

Accounting, Legal & Valuation Firms

Number of M&A specialists on staff: 1 to 4

Number of transactions in the past 18 months: 33 to 37

Total value of transactions in the past 18 months: $150 mil - $249 mil

Other Organizations: Social Services/ Nonprofits, Government Programs. Venture Capital, Leasing & Real Estate Companies