Jesup & Lamont — Merger or Acquisition (February 2010)
8 slides from Jesup & Lamont's merger presentation, Feb 11, 2010
Slide 1: Transaction between Jesup & Lamont, Inc. and Tri-Artisan Capital Partners LLC
Jesup & Lamont, Inc. Transaction between Jesup & Lamont, Inc. and i-Artisan Capital Part Jesup & Lamont, Inc. Tri-Artisan Partners LLC
Slide 2: Forward-Looking and Cautionary Statement
Forward-Looking and Cautionary Statement Certain statements in the following presentation are forward-looking statements as defined in the Private Securities Litigation Reform Act of 1995, including statements relating to the market opportunity and future business prospects of Jesup & Lamont, Inc. a
Slide 3: Additional Information and Where to Find It
Additional Information and Where to Find It In connection with the Combination Transaction, the company and/or new public entity will file relevant materials, with the SEC, including a registration statement on Form S-4 that will include a proxy statement of JLI that also Constitutes a prospectus. J
Slide 4: Overview of Tri-Artisan Capital Partners, LLC
Overview of Jesup & Lamont, Inc. and Tri-Artisan Capital Partners, LLC Jesup & Lamont 1 Full-service brokerage and investment banking firm founded in 1877 1 Institutional, retail sales, trading services and equity research = Equity * Fixed Income Alan Weichselbaum and Steve Rabinovici 1 Streamlined
Slide 5: Transaction Overview
Transaction Overview 1 | The combination of Jesup & Lamont and Tri-Artisan creates a diversified, full service investment bank with high growth potential and complementary clients and capabilities {Tri-Artisan's mergers and acquisitions and private equity client base will be able to leverage Jesup &
Slide 6: Transaction Details
Transaction Details Transaction Structure ‘Anew public holding company, Jesup Lamont Tri-Artisan, Inc. (JLT), would be created that would own all the equity interest in JLI and Tri-Artisan JLT would create two merger subsidiaries, one of which would merge into JLI and the other into Tri-Artisan. As
Slide 7: Strategic Rationale
Strategic Rationale Tri-Artisan's investor base and private equity and corporate relationships will help grow Jesup & Lamont's equity and debt sales and trading business Jesup & Lamont Tri-Artisan Equity Sales, Trading and Research Private Equity Investing Mergers and Acquisitions Advisory Debt Sale
Slide 8: Business Objective - 5 Years
Business Objective - 3 to 5 Years Market leading merchant bank, originating private equity transactions, and providing mergers and aequisitions/restructuring advisory and debt equity capital sales and trading services $200mm Target Pre-Tax Profitability $40mm Target Market Capitalization $400mm
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