Subject: Re:
From: "Neil Callahan" <[email-masked]>
To: "darcher" <[email-masked]>
Cc: "andrew" <[email-masked]>, "jason" <[email-masked]>, "sebastian" <[email-masked]>, "hbiden" <[email-masked]>
Date: Thu, 25 Jun 2015 11:52:14 -0400 (EDT)

OK, good luck!!

On Thu, 25 Jun 2015 15:50:27 +0000, Devon Archer <[email-masked]> wrote:

> We need 1000 man hours of prep to start.  Are you kidding?
> 
> Devon D. Archer
> 646 436 3745
> 
> > On Jun 25, 2015, at 11:43 AM, Neil Callahan <[email-masked]> wrote:
> > 
> > Will you guys deliver the pitch then, which would be great.
> > 
> > Do we need to prep beforehand or are you all set?
> > 
> > 
> > 
> >> On Thu, 25 Jun 2015 15:36:09 +0000, Devon Archer <[email-masked]> wrote:
> >> 
> >> Sugarman is coming to Beijing in July.  Meeting with Harvest tentatively the 22nd.
> >> 
> >> Devon D. Archer
> >> 646 436 3745
> >> 
> >>> On Jun 25, 2015, at 11:23 AM, Neil Callahan <[email-masked]> wrote:
> >>> 
> >>> Hey guys,
> >>> 
> >>> I think we are in the home stretch here in terms of prep for the pitch meeting with Harvest.  I asked Teneo to come back with Value Added proposals to help the specific businesses - i.e., develop a strategic selling plan for Atlantic, do data analysis on the Valor accounts, etc.  Since we invested so much time and money educated the team, we'd make out by engaging them to help in areas of the business where they have capability vs starting fresh with someone else.
> >>> 
> >>> To keep the momentum, I think the critical path is:
> >>> 
> >>> 1.  Finalize work and transition ownership of deck and financial model to B&C - July 
> >>> 2.  Meet with Harvest and do the pitch - July
> >>> 3.  Commence Due Diligence - August
> >>> 4.  Close - September
> >>> 
> >>> I know Devon is heading to Beijing late July - should Sugarman, Biden, etc, join him and carve our 2 hours with Henry to do the pitch?  So we can begin commence diligence in August?  If not we need Henry to come to the US in early August for the pitch meeting.  We risk losing steam if we have to wait past this.
> >>> 
> >>> We also need to spend time together practicing for the pitch - when can we all be in NYC or LA before the Beijing trip?  We need time with Sugarman and Biden to get them further up to speed and carve out roles for the meeting, etc.
> >>> 
> >>> Thoughts?
> >>> 
> >>> Best,
> >>> 
> >>> Neil
> >>> 
> >>>> On Wed, 24 Jun 2015 12:35:05 -0400 (EDT), "Sebastian Momtazi" <[email-masked]> wrote:
> >>>> 
> >>>> ----- Start Forwarded Message -----
> >>>> Sent: Wed, 24 Jun 2015 15:54:49 +0000
> >>>> From: Brett Ginter
> >>>> To: "sebastian ([email-masked])"
> >>>> , "[email-masked]"
> >>>> 
> >>>> Subject: Punch List Items
> >>>> 
> >>>> Seb,
> >>>> 
> >>>> In an effort to wrap the presentation I wanted to give you the punch list
> >>>> for your team to complete.
> >>>> 
> >>>> * Headshots for Devon, Hunter, & Jason
> >>>> 
> >>>> * Full bios of the team (Management and Leadership Team)
> >>>> 
> >>>> * Confirm titles for everyone on the slide
> >>>> 
> >>>> * Review and confirm acquisition pipeline
> >>>> 
> >>>> JG believe you were going to take a crack at the bios and could you see
> >>>> the above too? I think you said you had Sugraman's headshot
> >>>> 
> >>>> * Sign off on the current valuation slide (page 8)
> >>>> 
> >>>> On the valuation slide I know there has been some concern over the
> >>>> Deloitte memo. during yesterday's meeting Hunter underlined the value of
> >>>> being cautiously conservative in valuation as Henry believes in this
> >>>> first and foremost as an access vehicle with potential for future growth.
> >>>> Alex concurred, so we might well want to keep it as is and point out that
> >>>> the range of comps for MCEV valuation goes from 50% -130% and we have
> >>>> taken the bottom of the range.
> >>>> 
> >>>> 
> >>>> If we think of anything else I will let you know.
> >>>> 
> >>>> I also want to let you know that I will be taking some time off starting
> >>>> on July 2nd. Tom can run the meeting on July 2. The following week I plan
> >>>> to take off as well if possible but can dial in to some meetings.
> >>>> 
> >>>> Thanks,
> >>>> Brett
> >>>> 
> >>>> 
> >>>> 
> >>>> 
> >>>> Brett Ginter
> >>>> Managing Director, Teneo Consulting
> >>>> 601 Lexington Ave, 45th Floor
> >>>> New York, NY 10022
> >>>> [email-masked]
> >>>> 617-216-4230
> >>>> 
> >>>> 
> >>>> 
> >>>> 
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