EMAIL DETAILS
SUBJECT:
OSI Background Materials
PRI: NORMAL
FROM:
N
ncallahan@rosemontseneca.com
DATE:
2012-10-17 18:50:23
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<009401cdac98$44f1b4b0$ced51e10$@rosemontseneca.com>
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E
eschwerin@rosemontseneca.com
H
'Hunter Biden'
<hbiden@rosemontseneca.com>
CC:
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'Arlene Busch'
<abusch@rosemontseneca.com>
D
darcher@rosemontseneca.com
J
'John DeLoche'
<jdeloche@rosemontseneca.com>
R
'Rob Walker'
<rwalker@rosemontseneca.com>
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Hey Eric & Hunter, Here are the background materials for OSI: Our deal memo, Riverwood's overview of OSI and the Financial Projections for OSI through 2015. John - is there anything else we should provide? Below are bios on Marks, Tan (co-investing from Walden Capital, and CEO of Cadence - which has $1B of cash on their balance sheet, perfect suitor for OSI) and the Landmark team. We will only be meeting with Marks tomorrow. Please review and let us know if you have any questions. We are schedule to meet Marks at 5pm at our office, we should try and meet up at 4:45pm. If you can come by earlier, that is fine, we will be there. Do we know if CDH is coming? Invited? Safe travels, Best, Neil Michael Marks is the Founding Partner of Riverwood Capital. Prior to establishing Riverwood, he was a Partner and Senior Advisor at Kohlberg Kravis Roberts & Co. in 2006 and 2007. Before KKR, he spent 13 years as CEO of Flextronics International Ltd. and built the company into one of the largest technology companies in the world. As its CEO, Michael led Flextronics as it increased annualized revenues from $93 million to approximately $16 billion, while establishing operations in over 35 countries and integrating over 100 acquisitions. As Chairman, he helped Flextronics grow to annualized revenues of $36 billion. Electronic Business Magazine named Michael one of the Top Ten Most Influential Executives in Silicon Valley History and CEO of the Year for 2003. Michael earned an MBA from Harvard Business School and a BA and MA from Oberlin College in Oberlin, Ohio. He is a director of SanDisk Corporation (Chairman), Schlumberger Limited, Aptina, GoPro, Globant, and iFLY. In addition, Michael serves on the Board of The V Foundation for Cancer Research (non-profit), and as a Trustee of the Juilliard School. Lip-Bu Tan is President and Chief Executive Officer of CadenceR Design Systems, Inc. (Nasdaq - CDNS) He has been a member of the Cadence Board of Directors since 2004. He also serves as chairman of Walden International, a venture capital firm he founded in 1987. Prior to founding Walden, Tan was Vice President at Chappell & Co. and held management positions at EDS Nuclear and ECHO Energy. Tan received an M.S. in nuclear engineering from the Massachusetts Institute of Technology, an MBA from the University of San Francisco, and a B.S. from Nanyang University in Singapore. He serves on the Board of Directors of both the Electronic Design Automation Consortium (EDAC) and the Global Semiconductor Association (GSA). Landmark Partners is a private equity and real estate investment company specializing in secondary funds. Formed in 1989, the firm has one of the longest track records in the industry and is a leading source of liquidity to owners of interests in venture, mezzanine, buyout, and real estate limited partnerships. Ninety-five percent of our total capital is committed to secondary products. The remaining capital is committed to our co-investment, fund-of-funds, and growth capital programs. . Scott Humber is a principal in Landmark's private equity group. He is engaged in transaction origination, valuation, and negotiation of private equity investments for the firm's growth capital program. Prior to joining Landmark, Mr. Humber was a co-founder and principal of Boston Capital Private Equity Partners. Mr. Humber was previously an associate for Triumph Capital Group, Inc., a $600 million private equity fund, where he focused primarily on investments in the business services, healthcare services and manufacturing industries. Mr. Humber also served as an analyst in the Information Services Investment Banking group at Salomon Smith Barney. Mr. Humber received a BA from Brown University. . Mike Carrano is a vice president in Landmark's private equity group. He is engaged in transaction origination, underwriting, and negotiation of private equity investments. Prior to joining Landmark, Mr. Carrano worked at Conning Capital Partners as a senior analyst in their direct private equity group. Mr. Carrano received an MBA from the Tuck School of Business at Dartmouth and a BA from the University of Connecticut. . Bob Shanfield is a partner in Landmark's private equity group. He is engaged in transaction origination, underwriting, and negotiation of private equity investments, and oversight of the firm's primary fund and co-investment programs. Since joining Landmark, he has helped to expand Landmark's primary business to include fund of funds, co-investment, and growth capital programs. Prior to joining Landmark, Mr. Shanfield served as senior vice president in GE Capital's Equity Capital Group where he was responsible for originating and managing direct private equity investments in the U.S. and Europe. At GE Capital, Mr. Shanfield was integral in leading the firm's first initiative in non-US private equity investing as the European lead in GE Capital's joint investment program with Advent International. He also held positions at EF Hutton and State Street Bank and Trust Company. Mr. Shanfield serves on the advisory boards of Catalyst Investors, Friedman Fleisher & Lowe, Great Hill Partners I, Riverside Partners II, and Sterling Investment Partners. Mr. Shanfield received an MBA from the Colgate Darden School at the University of Virginia and an AB from Boston College. . Frank Borges is chairman and managing partner at Landmark. He directs Landmark's strategic planning and investment activities. Under his leadership, the firm expanded its secondary market activities and developed its next generation and opportunity fund of funds private equity strategies. In addition, Mr. Borges guided Landmark's direct investment participation through the creation of Landmark's co-investment and growth capital programs. Prior to joining Landmark, Mr. Borges was managing director of GE Capital's Financial Guaranty Insurance Company and capital markets subsidiaries, before which he was treasurer for the State of Connecticut, deputy mayor of the City of Hartford, and legal counsel for the Travelers Insurance Companies. Mr. Borges serves on the board of directors and investment committees of the Hartford Foundation for Public Giving and Connecticut Public Broadcasting. Mr. Borges is a member of the Connecticut and New Jersey bars. He received a JD from the University of Connecticut Law School and a BA from Trinity College. Neil Callahan Rosemont Seneca Partners 401 Greenwich Street, Suite 300 New York, New York 10013 917-945-9516 (m) 866-749-8879 (f) <http://www.rosemontsenecatech.com/> www.rosemontsenecatech.com Confidentiality Warning: This e-mail contains information intended only for the use of the individual or entity named above. If the reader of this e-mail is not the intended recipient or the employee or agent responsible for delivering it to the intended recipient, any dissemination, publication or copying of this e-mail is strictly prohibited. The sender does not accept any responsibility for any loss, disruption or damage to your data or computer system that may occur while using data contained in, or transmitted with, this e-mail.If you have received this e-mail in error, please immediately notify us by return e-mail. Thank you
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