Subject: Re: Harvest 36hr plan
From: "James Bulger" <[email-masked]>
To: "Sebastian Momtazi" <[email-masked]>
Cc: "jason galanos" <[email-masked]>, "Jason Sugarman" <[email-masked]>, "Devon Archer" <[email-masked]>, <[email-masked]>, "Andrew Godfrey" <[email-masked]>, <[email-masked]>, "Michael Leonard" <[email-masked]>
Date: Wed, 12 Aug 2015 08:43:56 -0400

Gents
An important message to convey to the Harvest team is that Burnham will
invest Harvests clients money carefully and professionally and we produce
excellent records of past performance.  Harvest is most interested in the
business Burnham does that is most similar to Harvests own  business the
core business of both firms
Why not produce a few slides to show Harvest how long Burnham has been
managing clients assets how well it does so and what a great team Burnham
has in place to continue to do so?

Harvest will be keen to protect their own hard won reputation and their
clients wealth. It would be wise for Burnham to slant a pitch in this
direction

I have added Michael Leonard from my Thornton office in Boston to this
email chain
Thanks
Jimmy

On Tuesday, August 11, 2015, Sebastian Momtazi <[email-masked]>
wrote:

> All, see below for discussions with Teneo. They said they should be on
> track to deliver.
>
>
>
> Per your deliverables internal side should work on:
>
>
>
> 1.       Transaction term sheet
>
> 2.       Cap table
>
> 3.       ‘How much and when each of you have put into Burnham’
>
> 4.       Powerpoint slide realignment (Devon has)
>
>
>
> I’m attaching the money reconciliation Teneo put together. There is a
> second tab for money movement which you could fill, but I might recommend
> just deleting that tab unless it’s explicitely asked for.
>
>
>
> What else can we do to help?
>
>
>
> *From:* Sebastian Momtazi
> *Sent:* Tuesday, August 11, 2015 10:13 AM
> *To:* [email-masked]
> <javascript:_e(%7B%7D,'cvml',[email-masked]');>' <
> [email-masked]
> <javascript:_e(%7B%7D,'cvml',[email-masked]');>>; '
> [email-masked]
> <javascript:_e(%7B%7D,'cvml',[email-masked]');>' <
> [email-masked]
> <javascript:_e(%7B%7D,'cvml',[email-masked]');>>; 'Thomas
> Abraham' <[email-masked]
> <javascript:_e(%7B%7D,'cvml',[email-masked]');>>
> *Cc:* '<[email-masked]
> <javascript:_e(%7B%7D,'cvml',[email-masked]');>>' <
> [email-masked]
> <javascript:_e(%7B%7D,'cvml',[email-masked]');>>
> *Subject:* 36hr plan
>
>
>
> Guys,
>
>
>
> Devon wants to get this all wrapped up by 4pm tomorrow so he can send
> deliverables across to Harvest. We’re working on our internal components
> but from your side we need the following:
>
>
>
> 1.       A one page recommendation around governance and management
>
> 2.       A one pager on money flow synergies between Harvest and Teneo
>
> 3.       The long form document
>
> 4.       A discussion with Cliff, our counsel whom you met, concerning
> the operating agreement. I’ve reached out to see if he can make the 2pm
> call. If so, let’s do it then. If not, we can have a quick call just to see
> where we are and will be
>
>
>
> Thanks and best,
>
>
>
> Sebastian Momtazi
> Chief Operating Officer
> Rosemont Capital, LLC
> 152 West 57th Street, 47th Floor
> New York, NY 10019
> 347-602-1160 mobile
> [email-masked]
> <javascript:_e(%7B%7D,'cvml',[email-masked]');>
>
>
>

-- 
James J. Bulger
Chairman
Thornton Group LLC
14 Beacon Street, Suite 804A
Boston, MA 02108
Office tel: 617.248.944