Piper Sandler Companies · NYSE:PIPR
Piper Sandler Companies — Merger or Acquisition (June 2024)
9 slides from Piper Sandler Companies's merger presentation, June 2024
Slide 1: Piper Sandler to Acquire Aviditi Advisors
Piper Sandler to Acquire Aviditi Advisors Building a Differentiated Service Model for Private Equity June 2024 Piper Sandler | 1
Slide 2: Cautionary notice regarding forward-looking statements
Cautionary notice regarding forward-looking statements This presentation contains forward-looking statements. Statements that are not historical or current facts, including statements about beliefs and expectations, are forward-looking statements. These forward-looking statements cover, among other
Slide 3: Aviditi Advisors
Aviditi Advisors Integrated, full lifecycle advisor to private equity GPs and LPs A premier investment bank providing best-in-class insights and services to financial sponsors, alternative investment managers and limited partners across three core verticals: Capital Formation, Liquidity Solutions an
Slide 4: Building a Differentiated Private Equity Service Model
Building a Differentiated Private Equity Service Model Ability to provide full range of advisory solutions to GPs, LPs and portfolio companies PIPER SANDLER AVIDITI ADVISORS Advised on more than 1,000 M&A transactions with an Raised $21BB+ in capital, acting as placement agent aggregate transaction
Slide 5: Piper Sandler / Aviditi Advisors Combination
Piper Sandler / Aviditi Advisors Combination Acquisition Details TRANSACTION STRUCTURE • Piper Sandler to acquire 100% of the equity in Aviditi Advisors • Total consideration consists of upfront cash, restricted stock, earn-out, and retention; transaction value not disclosed • Retentive incentives i
Slide 6: Aviditi Founders & Key Employees
Aviditi Founders & Key Employees RYAN SCHLITT JOHN ROBERTSHAW Founder and CEO Founder and Chairman • Ryan has 24 years of financial experience • John has more than 30 years of experience as a senior management member of the as a senior management member and leading private placement / advisory build
Slide 7: Aviditi Key Employees Cont.
Aviditi Key Employees Cont. COLIN DINNEEN PAUL KUPPICH ANNA MARIE CURRAN Partner and Co-Head of Partner and Co-Head of Partner Project Management Project Management • Previously a member of • Previously Managing • Previously a member of the Private Funds Director at First Avenue Credit Suisse’s Priv
Slide 8: Growth Opportunities
Growth Opportunities CAPITAL FORMATION POSITIONED FOR STRONG GROWTH After a challenging fundraising environment throughout much of 2023 due to various macroeconomic conditions, the capital formation market is poised to rebound in 2024 SIGNIFICANT GROWTH IN THE MARKET FOR CONTINUATION VEHICLES AND LP
Slide 9: Aviditi Advisors - Highlighted Transactions
Aviditi Advisors - Highlighted Transactions $700,000,000 $1,273,000,000 $575,000,000 $618,000,000 Successful Fund VII close at Second consecutive close at Advised East Resources on its Advised on the formation of a hard cap in just five months for hard cap for an oversubscribed de-SPAC acquisition o
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