Access to Capital Directory

Published February 18, 2013

The PrivateBank

743 N. Water St.

Milwaukee, WI 53202

www.theprivatebank.com

Key Contact:

Jim Meyer
Roger Pillsbury
Jeff Janza
Peter Campbell
Jeff Jarecki

Phone: (414) 291-7100

Fax: (414) 291-7171

Year Founded: 1989

General Business Description: To be the Bank of choice for middle market companies, executives, entrepreneurs, business owners and wealthy families.

Two most common transaction sizes:

$10 mil - $19.9 mil

$5 mil - $9.9 mil

Top three industries in which transactions have been conducted:

Manufacturing

Business Services

Construction

Access to Capital Services : Financial Analysis
Financing
Lines of Credit
Loans - Equipment
Loans - General
Loans - Real Estate
Loans - SBA
Loans - Working Capital
Management Buyout
Recapitalization
Revolving Credit Facilities
Strategic Acquisition
Transaction Strategy

Banks/Credit Unions

Total Assets: $10 bil - $24 bil

Number of SBA loans in the past 18 months: 6 to 15

Number of full-service locations in SE Wisconsin: 1

Number of commercial lending professionals located in SE Wisconsin: 5 to 9

Investment Banking & M&A Firms

Private Equity Groups

Accounting, Legal & Valuation Firms

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