Accel-KKR considers investments in all areas of the technology industry, with an emphasis on companies or markets
that are in a state of transition-for example, businesses with a fragmented competitive environment, a lack of
access to capital, undergoing a technology transition and/or facing a fundamental shift in end-market demand.
Accel-KKR believes successful investing in the technology sector requires specialized knowledge and experience.
Their teams of professionals have the specific skills and experience necessary to identify and evaluate the
complex operational and strategic issues unique to change-intensive, growth-¬oriented companies. Experience
includes significant investing, merger and acquisition and capital raising transaction experience across multiple
segments of the technology industry, including software, Internet services, hardware and IT enabled services.
Rob Palumbo is a Managing Director at Accel-KKR. Mr. Palumbo's primary responsibilities are deal sourcing and
strategic initiatives with the portfolio companies including follow-on acquisitions. He has developed deep
technology networks over the past decade through his work as an investment banker and merchant banker in technology.
Most recently, Mr. Palumbo co-headed the Software investment banking practice at Thomas Weisel Partners. Prior to
Thomas Weisel, he spent three years at Deutsche Bank where he built the technology practice in the southeastern
U.S. and later headed the software practice in Silicon Valley. His responsibilities included all business development
functions associated with delivering the full array of global investment banking products and services to the firm's
technology client base. Prior to Deutsche Bank, Mr. Palumbo spent five years at Stephens, Inc. where he directed the
firm's information technology banking practice and merchant banking efforts. At Stephens, Rob executed over $1 billion
in equity offerings and M&A transactions on behalf of the firm and originated and executed over $75 million in
principal investments on behalf of the firm.
Mr. Palumbo started his career as a mergers and acquisitions analyst at Alex Brown & Sons in Baltimore, MD in 1990
where he worked with Messrs. Barnds and Bisconti.
Mr. Palumbo holds an A.B. from Princeton University.
|
Avondale Partners is an independent investment banking firm focused on identifying and executing upon unique ideas and
opportunities for our clients. These ideas and opportunities are uncovered by their experienced team of professionals,
who deliver objective, institutionally focused equity research, a full range of capital markets capabilities, asset and
risk management services to institutional investors and high net worth individuals, and investment banking origination
and execution. Avondale is a leading provider of financial advisory services as well as equity and fixed income
underwriting and private placement services to dynamic public and private companies throughout the United States,
Canada and Europe.
Since its formation in 2001, Avondale has assembled a professional team who bring decades of experience from many of the
premier financial services companies around the country. The increasingly rare combination of experience and focus is what
enables Avondale to creatively deliver unique ideas and opportunities for its clients. This group focuses its attention on
dynamic middle market companies in the following industries:
Avondale is based in Nashville, Tennessee, a city renowned for its entrepreneurial activity and a center of healthcare
innovation. The company also has offices in Atlanta, Baltimore, Boston, Minneapolis, Philadelphia, San Diego and San
Francisco.
Founded in 2001, Avondale Partners, LLC is independent investment banking firm providing objective, high quality equity
research, as well as sales and trading capabilities to the institutional marketplace. We also provide investment banking
services including mergers and acquisitions advisory services, and capital raising execution on behalf of high quality
public and private companies throughout the United States, Canada, and Europe. Our focus is on small and mid-size companies
operating in dynamic industries. In late 2005, Avondale began providing asset management services via a significant equity
stake in Conquest Capital.
As a private, entirely employee-owned firm, Avondale can assess opportunities and risks unaffected by its next quarterly
earnings announcement, focusing, rather, on our clients' interests and objectives as our primary concern. Today, the
company employees 85 professionals and has continued on a rapid growth trajectory. In June 2005, Avondale was named the
29th fastest growing company in Entrepreneur Magazine's Hot 100 list in June. The company has received no external equity
funding, and 67% of the employees own equity in the firm.
 Patrick McKeever is Senior Research Analyst, covering Retail. Prior to joining the firm in May 2006, Patrick was a Senior
Analyst for SunTrust Robinson Humphrey (STRH), focused on Broadlines Retailing. He began working for STRH as a Research
Associate in 1999. Prior to STRH, Patrick was a Junior Analyst at ABN Amro (Hardlines Retail), and he began his career
in equity research at Credit Suisse.
First Boston in New York in 1997. Patrick's franchise ranked among the top ¬performing franchises within STRH as measured
by the Greenwich survey, and he has received recognition in the Institutional Investor poll. He was awarded "Top Stock
Picker in Multiline Retail" for 2002 by Starmine. Patrick earned his B.A. from Boston College and an M.A., with honors,
from the University College Dublin, Ireland
|
|
^back to the top
----------------------------------------------------------------------------
We are the 'friend' and your "one-source solution" for funding de novo and growing banks.
In 2005 SAMCO Capital Markets of Dallas strengthened the Bank Development Group in both capability and capacity with the addition
of Southeast Financial Holdings, Inc. ("SFH"). SFH brought to SAMCO a tremendous track record for raising equity and the people
who got the job done. We have the people with demonstrated expertise working with community banks through their entire life cycle.
The Bank Development Group can now say we help not only de novo banks acquire initial start up equity but help them at every step
during their growth and ultimately, during a sale.
Our team consists of professionals from across the Southeast and Southwest, with expertise in raising capital for community banks.
The business backgrounds of our seasoned team includes years in banking, sales, top management and organizing of de novo institutions
throughout the South. Our staff is highly experienced in all aspects of the process of raising capital and we know that it is a full
time job, one that the President or CEO should not have to handle alone.
^back to the top
----------------------------------------------------------------------------
|
