2008 Growth Initiatives and Promotions

McColl Partners, LLC has completed six engagements in 2008, including four closed M&A transactions worth approximately $400 million and two strategic advisory assignments. The firm focuses its efforts across four industry groups, including Business & Financial Services, Consumer & Retail, Healthcare, and Industrials & Building Products. This early success in 2008 comes on the heels of a great 2007 where, despite the turmoil in the credit markets, the firm closed deals worth approximately $2.0 billion in aggregate. With a healthy backlog of current engagements, the firm is off to one of its best starts since inception. “We plan to continue expanding our firm in 2008 through several growth initiatives, including expansion of our new office in Dallas and an increased focus on covering private equity firms. We have also seen our core base of private and middle-market clients remain very interested in raising capital and pursuing liquidity, due largely to the uncertainty of capital gains tax treatment in the near future along with the continued attractiveness of the middle-market arena,” stated McColl Partners’ Managing Director Dave Vorhoff.

The firm recently announced two promotions, and named one new partner to the firm. Brian Rosenthal was promoted to Vice President, working primarily in the firm’s Private Capital Raising group. Brad Winer, a partner with the firm, was promoted to Managing Director. Mr. Winer leads transactions within the firm’s Industrials & Building Products practice. Brian Davis, a Director, was named a partner of the firm. Mr. Davis manages the firm’s business development efforts and also serves as the co-head of McColl Partners’ Private Equity coverage group. As part of the firm’s continued growth of their sourcing efforts for private, middle-market businesses, Charles Horne joined the firm in January of this year as a Vice President of Business Development. The firm is also adding three new full-time Associates this summer, as well as seven new Financial Analysts.

ABOUT MCCOLL PARTNERS, LLC
McColl Partners is an independent investment banking firm specializing in the needs of management and owners of middle-market companies. With significant experience working with entrepreneurs, family-owned businesses, private equity groups, public companies, and divisions of large companies, the firm is dedicated to offering strategic advice and assistance to its clients regarding mergers and acquisitions and private capital raising assignments.

To learn more about our experience in working with middle-market businesses or private equity firms, please contact Dave Vorhoff or Brian Davis at (704) 333-0525. More information about McColl Partners can be found at http://www.mccollpartners.com/.