Access to Capital Directory

Published February 18, 2013

Corporate Financial Advisors, LLC

111 E. Kilbourn Ave., Suite 2800

Milwaukee, WI 53202

www.cfa-llc.com

Key Contact:

Joe Sweeney
Joe Froehlich
Erik Eidem
John Stark

Phone: (414) 431-4891

Fax: N/A

Year Founded: 1995

General Business Description: CFA is an investment bank providing merger & acquisition, capital sourcing, restructuring, and consulting services to middle market businesses.

Two most common transaction sizes:

$10 mil - $19.9 mil

$20 mil - $39.9 mil

Top three industries in which transactions have been conducted:

Manufacturing

Technology

Health Services

Access to Capital Services : Acquisition Review
Closing
Due Diligence
Exit Strategy
Financial Analysis
Financing
General Consulting
Growth Strategy
IPO
Letter of Intent
Lines of Credit
Loans - General
Loans - Working Capital
Management Buyout
Negotiation
Offering Materials
Opinions
Prepare Company for Sale
Private Equity Acquisition
Recapitalization
Revolving Credit Facilities
Strategic Acquisition
Transaction Marketing
Transaction Review
Transaction Strategy
Valuation

Banks/Credit Unions

Investment Banking & M&A Firms

Number of investment bankers on staff: Under 5

Total number of transactions closed in past 18 months: 3 to 7

Percentage of transactions, buy vs. sell: 70% buy, 30% sell

Current transactions under Letter of Intent: 3 to 7

Private Equity Groups

Number of companies currently OWN: 1 to 5

Portfolio companies: Novum Structures Badger Logistics

Number of companies BOUGHT in the past 18 months: 0

Number of companies SOLD in the past 18 months: 0

Total value of fund(s): $5 mil - $9 mil

Accounting, Legal & Valuation Firms

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