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Triton Pacific Capital A Boutique Investment Bank

Triton Pacific Capital A Boutique Investment Bank. Company Credentials. Company Overview.

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Triton Pacific Capital A Boutique Investment Bank

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  1. Triton Pacific Capital A Boutique Investment Bank Company Credentials

  2. Company Overview Triton Pacific Capital, LLC is a boutique investment bank with a highly focused business strategy of helping our clients access long term institutional capital. Our sole focus and attendant expertise lies in raising capital from institutional investors through private placements of common stock, convertible preferred stock, structured debt, off-balance sheet joint ventures and private equity funds. We have been quite successful in this endeavor in that we closed in excess of $8.0 billion of transactions over the past five years. In addition, we have an active M&A practice, rendering advise to both public and private operating companies. We have outstanding relationships with pension funds, endowment funds, insurance companies, and private equity funds, and more importantly, an irrefutable track record of successful placements with these specific types of investors.

  3. Focus Relationships Knowledge Experience Since its formation, Triton Pacific has had one primary objective - being the premier provider of strategic financial advisory and equity private placement services to sophisticated real estate companies and institutional investors. We have dedicated our entire firm to providing clients with the highest quality of market insight and knowledge, access to decision makers, financial structuring, and most importantly, the full commitment of our firm and our professionals to the successful execution of every engagement. We have spent years painstakingly nurturing relationships with key decision makers in the institutional community. These relationships are proven and substantive; the kind that make the difference between success or failure. We interact with institutional investors day-in and day-out. Through this process, we have assimilated an unprecedented and proprietary database of hundreds of pension funds, endowment funds, insurance companies and private equity firms along with their preferences. The end result is: we don’t waste our time or our clients. With over $8 billion of successful executions and 75 years of collective senior management experience, Triton Pacific offers its clients almost an unparalleled combination of investment banking expertise and the kind of hands-on client service that only a boutique firm can provide. Differentiating Characteristics

  4. Execution Confidentiality We commit to not only fully understanding all the relevant economics and financial details of a transaction, but also our client's vision, capabilities and organization. This is paramount to the success of any transaction. We know that meaningful relationships can never be delegated. As such, our client assignments and our contact with institutional investors are only executed by our senior executives. All of our executions are facilitated on a highly personalized one-on-one basis. We don’t assemble glossy presentation books. Our client names and the transaction specifics are only disclosed after we have determined that a potential investor has the current interest, appetite and capacity to be a viable capital partner. Differentiating Characteristicscont’d

  5. Leadership Credentials Robert Davis: Managing Partner Robert brings extensive investment banking and financial advisory experience to Triton Pacific Capital’s clients as he has facilitated over $4 Billion of successful capital executions involving private placements, joint ventures, discretionary funds and mergers. During the last 20 years, Robert has acted as the lead investment banker in more than 50 transactions valued in excess of $8 billion. Prior to co-founding Triton Pacific Capital in 1996, Robert’s prior experiences included: Partner-in-Charge: Capital Markets - Arthur Andersen & Co. as well as Vice President: Investment Banking - Morgan Stanley. Robert is a frequent national speaker on various investment banking topics, and has authored numerous articles for publications such as: The Wall Street Journal, Forbes, Institutional Real Estate Investor, PREA Quarterly, and Barron’s. Ivan Faggen: Managing Partner Ivan brings his 33 years of strategic and transactional experience to Triton Pacific Capital through his previous position as the founder and Worldwide Director of Arthur Andersen’s Real Estate Services Group. In that position, Ivan not only built an advisory practice with $300 million of annual revenues but he also was instrumental in facilitating hundreds of domestic and international transactions. Prior to taking on these responsibilities, Ivan spent over 20 years at Arthur Andersen working with small and mid-size companies on a variety of strategic, operational, and financial related issues. Ivan has authored articles for The Counselor, Pension and Investment Age, National Real Estate Investor and many other publications. Ivan serves as President of The CRE and he is also a member of the Advisory Committee of the Carlyle Group. Robert J. Vogelzang: Partner Robert brings twenty years of capital markets experience in acquisitions, dispositions, private equity placements, and structured debt financing to Triton Pacific Capital. Prior to joining Triton Pacific, Robert had senior level transactional responsibilities for several investment and financial advisory firms. Most recently he served as senior manager of Arthur Andersen’s Capital Markets group where he worked extensively with the public and private debt and equity markets. Robert has been responsible for managing financial advisory assignments totaling in excess of $2.0 billion. Crista L. Zimmerman: Vice President Crista brings 10 years of real estate and corporate finance experience to Triton Pacific. She has had “hands on” experience and direct responsibility for institutional asset and portfolio management, acquisitions, dispositions, private placements and advisory services. She has participated in over $1 billion in transactions involving institutional debt and equity placements. Crista joins Triton Pacific most recently from a middle-market investment bank where she specialized in corporate finance and merger and acquisitions. Prior to that she worked for Jones Lang LaSalle and was responsible for structuring real estate investments to meet the needs of institutional investors. During her tenure at Prudential Real Estate Investors, Crista was responsible for advising pension fund clients on real estate investments and evaluating and establishing their asset allocation strategies.

  6. TRACK RECORD

  7. Select References While we are highly confident in our capabilities, we think the most valuable vote of confidence comes from the people we work with. In that regard, please feel free to call on any of the following executives who have knowledge of our firm and its capabilities.

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