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Capital Strategies Group

The Investment Banking Process

Each step of a business sale or restructure demands a highly specialized effort — supported by equally specialized resources. Our dedicated resources, combined with our experience and commitment to serving the needs of the private business owner, provide us with a significant competitive advantage.

Business Valuation

Whether or not you ultimately choose to sell your business, knowing the value of your business is an essential element to making appropriate decisions and implementing strategies to maximize liquidity. Our valuation process will not only help you uncover the value of your business, but also reveal options to help you achieve your personal, business and financial goals.

Research and Analysis

Using state-of-the-art resources, our research professionals will examine growth factors, industry trends, competitors, market niches and geographic influences to evaluate the position of your business and its potential in the current marketplace.

Buyer Intelligence

Finding and selecting an appropriate buyer is another crucial element to a successful transaction. As part of this process, we prepare documentation to raise the visibility of your business and to capture the attention of targeted prospective buyers.

Controlling The Process

Capital Strategies Group professionals remain actively involved throughout the negotiation, due diligence, financing and legal processes to help ensure that momentum is maintained and that the transaction remains intact.

Proven Results¹

We are a leader in assisting private business owners seeking to achieve and maximize liquidity, as evidenced by our impressive track record, professionalism, integrity and commitment to quality.

¹ Based on results extracted on January 21, 2009 and prior years from information prepared by and available from Thomson Financial. The results were based on a query containing the following criteria: M&A transactions completed in each separate calendar year 2002-2008, private targets located in the United States, transaction deal value from not announced up to and including $100MM, seller Financial Advisor advisor identified. During 2002-2008, deals were completed by Capital Strategies Group when it operated as an affiliate of Citigroup Global Markets Inc. under the names Citigroup Geneva Capital Strategies or The Geneva Companies. Past performance is no guarantee of future results. Capital Strategies Group is a business of Morgan Stanley Smith Barney LLC. Member SIPC. Citi and Citi with Arc Design are trademarks and service marks of Citigroup Inc. and its affiliates, and are used and registered throughout the world.

Neither Morgan Stanley Smith Barney LLC, Capital Strategies nor any other person accepts liability whatsoever for any loss (howsoever arising and whether direct or consequential) from any use of the information contained herein or otherwise arising in connection herewith. Morgan Stanley Smith Barney LLC, its affiliates, and its employees are not in the business of providing tax or legal advice. These materials and any tax-related statements are not intended or written to be used, and cannot be used or relied upon, by any such taxpayer for the purpose of avoiding tax penalties. Tax-related statements, if any, may have been written in connection with the "promotion or marketing" of the transaction(s) or matter(s) addressed by these materials, to the extent allowed by applicable law. Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.

Capital Strategies Group is a business of Morgan Stanley Smith Barney LLC.

For more information, please contact your Financial Advisor.

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