Subject: Fwd: Introduction
From: "Arlene Busch" <[email-masked]>
To: "Schwerin Eric" <[email-masked]>, "Biden Hunter" <[email-masked]>
Date: Fri, 27 Jul 2012 11:22:25 -0400

Arlene Busch
312-498-9595 (m)
202-333-1880 (w)

Begin forwarded message:

*From:* Neil Callahan <[email-masked]>
*Date:* July 27, 2012 10:19:50 AM EDT
*To:* Arlene Busch <[email-masked]>
*Subject:* *Re: FW: Introduction*

Hi Arlene,

Matt's a very nice guy.  Has very similar experience to me and John.

ICG is the old high flying VC that was a leader in the tech bubbly of the
later 1990s.  They are now an operating company and invest from the balance
sheet to make acquisitions that they roll up.  And their space is software
as a service, mostly b2b.  So OSI does not fit their strategy.

Matt is also leaving ICG this month to pursue a strategy that is basically
identical to RSTP I think with some relationship or backing from ICG going
forward.

Thanks for the introduction, Matt could be a good relationship for deal
flow and co-investing in the future once he gets his new venture up and
running.

How is the conversation going with Edgewater?  Do we need to review the
deal with him and his team?  Do they want to do any diligence?

Do you have any other ideas for investors?

Best,

Neil

On Thu, Jul 26, 2012 at 11:31 AM, Arlene Busch <[email-masked]>wrote:

> Neil,
>
> Can you give me a quick call to update me on your call with Matt?
>
>
>
> A
>
>
>
> Arlene Busch
>
> 202-333-1880
>
> [email-masked]
>
>
>
> *From:* Matthew Safaii ([email-masked]) [mailto:[email-masked]]
> *Sent:* Wednesday, July 25, 2012 1:02 PM
> *To:* [email-masked]
> *Cc:* 'John DeLoche'; 'Arlene Busch'; [email-masked]; Lee
> Miller ([email-masked])
> *Subject:* Re: Introduction
>
>
>
> Hi Neil,
>
> I could do Thursday at 10am. Can you please confirm by sending an outlook
> invite? Thx. I will forward along the NDA to Lee Miller (associate at ICG;
> CC'ed).
>
> Regards,
>
> Matt
>
>
>
> *From: *"Neil Callahan (Rosemont Seneca)" <[email-masked]>
>
> *Reply-To: *"[email-masked]" <[email-masked]>
> *Date: *Mon, 23 Jul 2012 10:19:11 -0700
> *To: *"Matthew Safaii ([email-masked])" <[email-masked]>, "Karen Greene
> ([email-masked])" <[email-masked]>
> *Cc: *'John DeLoche' <[email-masked]>, 'Arlene Busch' <
> [email-masked]>, "[email-masked]" <
> [email-masked]>
> *Subject: *RE: Introduction
>
>
>
> Hi Matt,
>
>
>
> I hope you are well and had a great weekend.  Great to meet you.
>
>
>
> Can we chat on Wednesday or Thursday?  How about 4pm EST on Wednesday or
> 11am EST on Thursday?
>
>
>
> Also, can you review and sign the attached NDA?  This would allow us to
> share a lot more about the opportunity.
>
>
>
> Best,
>
>
>
> Neil
>
>
>
>
>
> Neil Callahan
>
> Rosemont Seneca Partners
>
> 401 Greenwich Street, Suite 300
>
> New York, New York 10013
>
> 917-945-9516 (m)
>
> 866-749-8879 (f)
>
> www.rosemontsenecatech.com
>
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> please immediately notify us by return e-mail. Thank you
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>
>
> *From:* Matthew Safaii ([email-masked]) [mailto:[email-masked]<[email-masked]>]
>
> *Sent:* Friday, July 20, 2012 3:33 PM
> *To:* Karen Greene ([email-masked])
> *Cc:* [email-masked]; John DeLoche; Arlene Busch
> *Subject:* Re: Introduction
>
>
>
> Making friends while traveling...so unlike you, Karen! ;)
>
>
>
> Neil, John,
>
> Pleasure to meet you, albeit over email. Would you guys be free Monday or
> Tuesday afternoon?
>
> Regards
>
> Matthew
>
>
> On Jul 20, 2012, at 12:23 PM, "Karen Greene ([email-masked])" <
> [email-masked]> wrote:
>
> Neil, John and Matt,
>
> I wanted to introduce you, via email so that you can set up a time to
> discuss the opportunity Neil referred to in his email below. Neil and John,
> Matt is a colleague of mine and Managing Director of Acquisitions for ICG
> and would be the best person to speak with. Matt, as I explained in my
> email, I was referred to Neil and John of Rosemont Seneca who are
> colleagues with a new friend I was lucky to make in Capri!
>
> Please let me know if I can be helpful in coordinating a phone call –
> happy to jump in at any point. Otherwise I will leave it in your collective
> hands to pursue from here.
>
> Best,
>
> Karen
>
> * *
>
> *From:* Neil Callahan [mailto:[email-masked]<[email-masked]>]
>
> *Sent:* Tuesday, July 17, 2012 8:01 PM
> *To:* Karen Greene ([email-masked])
> *Cc:* Arlene Busch; Devon Archer; John DeLoche; Jared Barlow
> *Subject:* Re: An introduction....
>
>
>
> Hi Karen,
>
> I hope you are well and it's my pleasure to meet you.  It sounds like you
> and Arlene had a very nice dinner in Italy.
>
> We have an interesting opportunity that we are looking to expand to a
> select group of additional partners.
>
> John DeLoche is leading our effort on this deal and he and I can talk with
> you about the opportunity.
>
> As you know these types of opportunities move quickly.  At its highest
> level, we are in process on a secondaries direct opportunity in the
> technology space in the $10-25m range.  We'd like to invite the right folks
> from your team who care for this area to an initial call in the next couple
> of days if that is possible.
>
> Attached is our standard NDA that we would need to execute to share more
> on this opportunity.  Please review.
>
> Do you think we could talk at 3pm EST tomorrow?  Let us know what works.
>
> Best,
>
> Neil
>
>
>
> Karen Greene
>
> Senior Vice President
>
> Investor Relations & Marketing Communications
>
>
>
> 690 Lee Road, Suite 310, Wayne, PA 19087
> *T *610 727 6858  *F *610 727 6859  *C *484 868 0817
>
> *W *www.icg.com
>
>
>
>
>
>

-- 
Neil Callahan
Rosemont Seneca Partners
917-945-951