8938 Delivered-To: hbiden@rosemontseneca.com Received: by 10.14.99.15 with SMTP id w15cs34720eef; Thu, 21 Jul 2011 16:19:07 -0700 (PDT) Received: by 10.150.158.21 with SMTP id g21mr1294213ybe.58.1311290346089; Thu, 21 Jul 2011 16:19:06 -0700 (PDT) Return-Path: Received: from mail-iy0-f182.google.com (mail-iy0-f182.google.com [209.85.210.182]) by mx.google.com with ESMTPS id if6si4916802icc.83.2011.07.21.16.19.04 (version=TLSv1/SSLv3 cipher=OTHER); Thu, 21 Jul 2011 16:19:04 -0700 (PDT) Received-SPF: neutral (google.com: 209.85.210.182 is neither permitted nor denied by best guess record for domain of ncallahan@rosemontseneca.com) client-ip=209.85.210.182; Authentication-Results: mx.google.com; spf=neutral (google.com: 209.85.210.182 is neither permitted nor denied by best guess record for domain of ncallahan@rosemontseneca.com) smtp.mail=ncallahan@rosemontseneca.com Received: by iyb11 with SMTP id 11so1735553iyb.13 for ; Thu, 21 Jul 2011 16:19:03 -0700 (PDT) Received: by 10.231.81.133 with SMTP id x5mr676878ibk.161.1311290343796; Thu, 21 Jul 2011 16:19:03 -0700 (PDT) Return-Path: Received: from NeilCallahanHP (cpe-72-224-191-53.maine.res.rr.com [72.224.191.53]) by mx.google.com with ESMTPS id v16sm1211303ibf.25.2011.07.21.16.19.01 (version=TLSv1/SSLv3 cipher=OTHER); Thu, 21 Jul 2011 16:19:02 -0700 (PDT) Reply-To: From: "Neil Callahan \(Rosemont Seneca\)" To: , "Hunter Biden" , "Rob Walker" References: In-Reply-To: Subject: FW: Worth a watch Date: Thu, 21 Jul 2011 19:19:00 -0400 Organization: Rosemont Seneca Partners Message-ID: <010501cc47fc$94587ea0$bd097be0$@rosemontseneca.com> MIME-Version: 1.0 Content-Type: multipart/alternative; boundary="----=_NextPart_000_0106_01CC47DB.0D4A3A00" X-Mailer: Microsoft Outlook 14.0 Thread-Index: AQMZw0Tm0Ir3LeCwzkj1Q8akFCkp1pJca7lA Content-Language: en-us ------=_NextPart_000_0106_01CC47DB.0D4A3A00 Content-Transfer-Encoding: 7BIT Content-Type: TEXT/PLAIN; charset=us-ascii This is a worth a watch. Our strategy mirrors a lot of what Frank is saying that 90% of deals are m&a within the industry with 10% or less going public. Neil Callahan Rosemont Seneca Partners 401 Greenwich Street, Suite 400 New York, New York 10013 212-796-4037 (o) 917-945-9516 (m) 866-749-8879 (f) From: John DeLoche [mailto:john@bluebird-capital.com] Sent: Thursday, July 21, 2011 6:08 PM To: Roys Poyiadjis; Devon Archer; Neil Subject: Worth a watch Gents, Please see the video link interview to my friend and mentor during my banking days, Frank Quattrone. He has some good insights about where we are in the cycle, etc. http://fora.tv/2011/07/20/One_on_One_Qatalyst_Partners_Frank_Quattrone Best, John John DeLoche Managing Director Bluebird Capital LLC 415 793 7070 direct 415 373 3878 fax 220 Montgomery Street, #1614 San Francisco, CA 94104 www.bluebird-capital.com This email communication is privileged and confidential and is intended only for the individuals or entities named above. Any unauthorized dissemination of any of the contents of this email is strictly prohibited. If you are not the intended recipient, please do not read, copy, use or disclose to others the contents of this communication. Please notify the sender that you have received this e-mail in error and then delete the e-mail. ------=_NextPart_000_0106_01CC47DB.0D4A3A00 Content-Transfer-Encoding: QUOTED-PRINTABLE Content-Type: TEXT/HTML; charset=us-ascii Worth a watch

This is a worth a watch.  Our strategy mirrors a lot of what = Frank is saying that 90% of deals are m&a within the industry with = 10% or less going public.

 

 

Neil Callahan

Rosemont Seneca Partners

401 Greenwich Street, Suite 400

New York, New York 10013

212-796-4037 (o)

917-945-9516 (m)

866-749-8879 (f)

 

From:= = John DeLoche [mailto:john@bluebird-capital.com]
Sent: = Thursday, July 21, 2011 6:08 PM
To: Roys Poyiadjis; Devon = Archer; Neil
Subject: Worth a = watch

 

Gents,
<= br>Please see the video link interview to my friend and mentor during my = banking days, Frank Quattrone. He has some good insights about where we = are in the cycle, etc.

http://fora.tv/2011/07/20/One_on_One_Qatalyst_Partners_Frank_Quatt= rone

Best,

John


John DeLoche
Managing = Director
Bluebird Capital LLC
415 793 7070 direct
415 373 3878 = fax
220 Montgomery Street, #1614
San Francisco, CA 94104
www.bluebird-capital.com
=

This email communication is privileged and confidential and is = intended only for the individuals or entities named above. Any = unauthorized dissemination of any of the contents of this email is = strictly prohibited. If you are not the intended recipient, please do = not read, copy, use or disclose to others the contents of this = communication. Please notify the sender that you have received this = e-mail in error and then delete the = e-mail.

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