Subject: Re: Contacts required in Tyco company or Morgan Stanley New York
From: "Devon Archer" <[email-masked]>
To: "James Bulger" <[email-masked]>
Cc: "James Bulger" <[email-masked]>, "Hunter Biden" <[email-masked]>
Date: Thu, 23 Jan 2014 07:51:43 -0500

Maybe plan to be down in NYC the 30th and 31st with Jonathan.  I can only do 29th and 30th.  We need to discuss meetings. Dechert & Credit Suisse so far. 

Devon Archer
646 436 3745

> On Jan 23, 2014, at 7:45 AM, James Bulger <[email-masked]> wrote:
> 
> Devon
> Good stuff looks like some progress here keep me in the loop so I can help where needed
> I will not be able to be in NYC on the 29th but any other day or evening with Jonathan works for me
> Jimmy
> 
>> On Thursday, January 23, 2014, Devon Archer <[email-masked]> wrote:
>> FYI 
>> 
>> Devon Archer
>> 646 436 3745
>> 
>> Begin forwarded message:
>> 
>>> From: 刘喆 <[email-masked]>
>>> Date: January 23, 2014 at 1:24:11 AM EST
>>> To: "'Devon Archer'" <[email-masked]>
>>> Cc: "'Jonathan Lee'" <[email-masked]>
>>> Subject: 答复: 答复: 答复: 答复: 答复: 答复: Contacts required in Tyco company or Morgan Stanley New York
>>> 
>>> Dear Devon:
>>> 
>>>  
>>> 
>>> We have several 3 parties con-call these two days. Current status:
>>> 
>>>  
>>> 
>>> 1.       IMM has reported to MS working team that CSST and US will join IMM bidding process.
>>> 
>>> 2.       It is expected to open Data room and share DD report of IMM in next week.
>>> 
>>> 3.       CSST is planning a suitable DD process and will back to us soon, as well as structure discussion between us and CSST, considering CSST team began their lunar new year holiday from this weekend.
>>> 
>>>  
>>> 
>>> Will let you know if any updates.
>>> 
>>>  
>>> 
>>> Regards,
>>> 
>>>  
>>> 
>>> Jay
>>> 
>>>  
>>> 
>>> 发件人: Devon Archer [mailto:[email-masked]] 
>>> 发送时间: 2014年1月23日 0:12
>>> 收件人: 刘喆
>>> 抄送: Jonathan Lee
>>> 主题: Re: 答复: 答复: 答复: 答复: 答复: Contacts required in Tyco company or Morgan Stanley New York
>>> 
>>>  
>>> 
>>> Jay,
>>> 
>>> I met with Will Dotson, Morgan Stanley's Global lead banker for Tyco yesterday.  He confirmed from our discussion Sunday that CSST will NOT be considered a competitive threat within this process and welcomes us to join IMM in the second round bidding process for ADT CAPS.  As per there NDA with IMM Will is looking forward to IMM informing them formally we are joining their diligence and bid.  Good meeting all in all.
>>> 
>>> Best,
>>> 
>>> Devon
>>> 
>>>  
>>> 
>>>  
>>> 
>>> On Sat, Jan 18, 2014 at 9:43 AM, 刘喆 <[email-masked]> wrote:
>>> 
>>> Hi, Devon,
>>> 
>>>  
>>> 
>>> My phone number is +86 15822500989. Talk with you later.
>>> 
>>>  
>>> 
>>> Jay
>>> 
>>>  
>>> 
>>> 发件人: Devon Archer [mailto:[email-masked]]
>>> 
>>> 发送时间: 2014年1月18日 21:11
>>> 收件人: 刘喆
>>> 主题: Re: 答复: 答复: 答复: 答复: Contacts required in Tyco company or Morgan Stanley New York
>>> 
>>>  
>>> 
>>> Xie xie.  Would you be able to speak briefly at 9:30am EST (10:30pm Beijing time).  Or your Sunday morning anytime (my Saturday night)?
>>> 
>>> Devon Archer
>>> 
>>> 646 436 3745
>>> 
>>> 
>>> On Jan 18, 2014, at 1:43 AM, 刘喆 <[email-masked]> wrote:
>>> 
>>> Dear Devon:
>>> 
>>>  
>>> 
>>> Please let me know when is suitable for you. I will call you then.
>>> 
>>>  
>>> 
>>> Regards,
>>> 
>>>  
>>> 
>>> Jay
>>> 
>>>  
>>> 
>>> 发件人: Devon Archer [mailto:[email-masked]] 
>>> 发送时间: 2014年1月17日 16:04
>>> 收件人: 刘喆
>>> 抄送: <[email-masked]>; <[email-masked]>; <[email-masked]>; Lindsay Wright; <[email-masked]>; xinzhong.li
>>> 主题: Re: 答复: 答复: 答复: Contacts required in Tyco company or Morgan Stanley New York
>>> 
>>>  
>>> 
>>> Excellent news.  Let's discuss before I speak to MS again.  Maybe tomorrow night my time.
>>> 
>>> Devon Archer
>>> 
>>> 646 436 3745
>>> 
>>> 
>>> On Jan 16, 2014, at 11:02 PM, 刘喆 <[email-masked]> wrote:
>>> 
>>> Dear Devon:
>>> 
>>>  
>>> 
>>> We hold three parties’ meeting with CSST and IMM this week and got a positive progress. IMM welcome us and CSST to join its second round bidding. CSST also consider to join the project as a minority share holder and take a controlling position 3-5 years later.
>>> 
>>>  
>>> 
>>> The team will focus on deal structure issues in coming days. We need to discuss with IMM to see what amount of initial equity could allocate to us. In another hand, we also need to confirm with CSST for future plan, like exit options and future step to get a controlling position in the company. We plan to figure out a applicable structure which would benefit CSST, IMM and us in next two weeks.
>>> 
>>>  
>>> 
>>> Please contact me if you have any questions.
>>> 
>>>  
>>> 
>>> Regards,
>>> 
>>>  
>>> 
>>> Jay
>>> 
>>>  
>>> 
>>> 发件人: Devon Archer [mailto:[email-masked]] 
>>> 发送时间: 2014年1月10日 23:51
>>> 收件人: 刘喆
>>> 抄送: <[email-masked]>; <[email-masked]>; <[email-masked]>; Lindsay Wright; <[email-masked]>; xinzhong.li
>>> 主题: Re: 答复: 答复: Contacts required in Tyco company or Morgan Stanley New York
>>> 
>>>  
>>> 
>>> Thank you Jay.  I will relay to Will at MS and continue the lobby for our spot.  
>>> 
>>>  
>>> 
>>> Please update me on the IMM (Korean PE firm) discussions and status as well.  It appears collaborating with them will ensure our participation.
>>> 
>>> Devon Archer
>>> 
>>> 646 436 3745
>>> 
>>> 
>>> On Jan 10, 2014, at 10:47 AM, 刘喆 <[email-masked]> wrote:
>>> 
>>> Dear Devon:
>>> 
>>>  
>>> 
>>> We have a discussion with CSST today. They will use Guardforce as the platform to conduct this deal. Below is a brief introduction of CSST and Guardforce. We will give you more detailed introduction material once we received them from Guardforce team.
>>> 
>>>  
>>> 
>>> CSST Introduction
>>> 
>>>  
>>> 
>>> China Security & Surveillance Technology, Inc. (CSST) is China’s leading technology and infrastructure solution provider specializing in the provision of comprehensive solutions for city planners and local governments.  Its solutions help to address, manage and overcome the emerging issues resulting from the rapid rate of urbanization. CSST combines different technological expertise, experience and solutions of the various business groups to provide a comprehensive solution for Smart Low-carbon City and Safe City development in China. The ultimate goal of CSST is to build smarter, safer, more environmentally and economically sustainable cities. CSST manufactures, distributes and installs security & surveillance systems. In addition, it provides one-stop-shop auxiliary security services and integrated security solutions to both commercial and government entities. It has been providing high quality services to its satisfied clients in China since 2000.
>>> 
>>> The Energy & Environment Management Group (EEM)
>>> 
> 
> 
> -- 
> James J. Bulger
> Chairman
> Thornton Group LLC
> 14 Beacon Street, Suite 804A
> Boston, MA 02108
> Office tel: 617.248.944