Cary Street Partners: Complete Deal Sheet By Industry

Investment Banking Services

Mergers and Acquisitions

Capital Raising

Strategic Financial Advisory

Investment Banking Team

Transaction Experience

Complete Deal Sheet By Industry

Business Services

Distribution

Diversified Manufacturing

Financial Services

Healthcare

Media and Entertainment

Real Estate

Retailing and Restaurants

Technology

Telecommunications

Business Services

Client	Business Description	Transaction
Belenos, Inc. Boston, Massachusetts	Provider of network-based information technology services.	Private Placement
Comdata Network, Inc. Brentwood, Tennessee	Data processing and preparation.	Buy Side Assignment
Comdata Network, Inc. Brentwood, Tennessee	Data processing and preparation.	Buy Side Assignment
Comdata Network, Inc. Brentwood, Tennessee	Data processing and preparation.	Fairness Opinion
Comdata Network, Inc. Brentwood, Tennessee	Data processing and preparation.	Equity Follow-on
Comdata Network, Inc. Brentwood, Tennessee	Data processing and preparation.	Equity Follow-on
eCompany Store Alpharetta, Georgia	Provides promotional product solutions for mid to large companies and organizations.	Fairness Opinion
First Financial Management Corp. Atlanta, Georgia	Provides information services to commercial establishments, government agencies, and consumers.	Initial Public Offering
First Financial Management Corp. Atlanta, Georgia	Provides information services to commercial establishments, government agencies, and consumers.	Equity Follow-on
First Financial Management Corp. Atlanta, Georgia	Provides information services to commercial establishments, government agencies, and consumers.	Equity Follow-on
First Financial Management Corp. Atlanta, Georgia	Provides information services to commercial establishments, government agencies, and consumers.	Equity Follow-on
First Financial Management Corp. Atlanta, Georgia	Provides information services to commercial establishments, government agencies, and consumers.	Buy Side Assignment
HeadHunter.NET, Inc. Norcross, Georgia	Online recruiting services provider.	Initial Public Offering
HeadHunter.NET, Inc. Norcross, Georgia	Online recruiting services provider.	Acquired CareerMosaic
Innotrac Corp. Duluth, Georgia	Provides order processing, order fulfillment, and call center services to corporations that outsource these functions.	Initial Public Offering
InterCept Group, Inc. Norcross, Georgia	Provides software systems, data processing services, and related equipment and services to financial institutions in the United States.	Initial Public Offering
InterCept Group, Inc. Norcross, Georgia	Provides software systems, data processing services, and related equipment and services to financial institutions in the United States.	Equity Follow-on
InterCept Group, Inc. Norcross, Georgia	Provides software systems, data processing services, and related equipment and services to financial institutions in the United States.	Equity Follow-on
iXL Enterprises Richmond, Virginia	Business and technology consultancy.	Merger with Scient Corp.
NetZee, Inc. Atlanta, Georgia	Provides internet-enabled software products to community financial institutions.	Initial Public Offering
nFront, Inc. Norcross, Georgia	Provides products and services designed to enable small to mid-sized banks to provide internet banking and other financial services to their retail and commercial customers.	Initial Public Offering
Proxicom, Inc. Reston, Virginia	E-business consultancy and development company.	Fairness Opinion for U.K. acquisition
SignalTree Solutions Irvine, California	Provides out-sourced IT solutions.	Sold to Keane
Total System Services, Inc. Columbus, Georgia	Provides electronic payment processing and related services to financial and nonfinancial institutions.	Initial Public Offering
Towne Services, Inc. Suwanee, Georgia	Provider of services and products that process sales and payment information and related financing transactions for businesses and banks.	Initial Public Offering
Towne Services, Inc. Suwanee, Georgia	Provider of services and products that process sales and payment information and related financing transactions for businesses and banks.	Equity Offering
Towne Services, Inc. Suwanee, Georgia	Provider of services and products that process sales and payment information and related financing transactions for businesses and banks.	Sold to Private Business
Undisclosed Client Southeastern United States	Provides specialty services to the commercial mortgage-backed securities industry	M&A Advisory
U.S. Interactive, Inc. King of Prussia, Pennsylvania	Provider and developer of software for web-based CRM solutions.	Equity Follow-on
Xcelerate Corporation Fort Lauderdale, Florida	Provider of business-to-business e-commerce solutions and wireless Internet solutions.	Private Placement
Xpedior Incorporated Chicago, Illinois	Provider of eBusiness solutions.	Initial Public Offering

Distribution

Client	Business Description	Transaction
CD&L, Inc. South Hackensack, New Jersey	Provider of customized delivery services to commercial, industrial, retail and e-commerce customers.	Fairness Opinion for proposed merger
CSX Corporation Jacksonville, Florida	Freight transportation company providing rail, intermodal, domestic container-shipping, and international terminal operations.	Hostile Takeover Defense Advice

Diversified Manufacturing

Client	Business Description	Transaction
Blue Ridge Carpet Mills Ellijay, Georgia	Designer and manufacturer of mid- to high-end commercial carpeting.	Sold to River Associates
Comptronix, Inc. Nashville, Tennessee	Contract manufacturing and testing of products and assemblies for use in the computer, communications, medical, instrumentation, consumer, and peripherals industries.	Sale of Company
Ethyl Corporation Richmond, Virginia	Developer, manufacturer and marketer of fuel and lubricant additives technology and products.	Corporate Advisory Services
Ethyl Corporation Richmond, Virginia	Developer, manufacturer and marketer of fuel and lubricant additives technology and products.	Fairness Opinion
Gains Manufacturing, Inc. McKenzie, Tennessee	Designs, manufactures and distributes low to medium price upholstered furniture.	Sale of Company
James River Corp. Richmond, Virginia	Diversified manufacturer and marketer of consumer products, packaging and business and printing papers.	Hostile Takeover Defense Advice
Penn State Textile Philadelphia, Pennsylvania	Apparel manufacturer.	Sold to VF Corporation

Financial Services

Client	Business Description	Transaction
Bancorp South Tupelo, Mississippi	Full service commercial bank.	Convertible Debenture
Bank of Virginia Beach Virginia Beach, Virginia	Full service commercial bank.	Sale of Company
Commercial Defeasance, LLC Charlotte, North Carolina	Specializes in defeasing commercial mortgage-backed securities (“CMBS”) loans.	Sale of Company
Eastgate Corporation London, England	Insurance services company.	Fairness Opinion
First American Corporation Santa Ana, California	Provides business information and related products and services.	Debt/Equity Swap
Link2Gov Corp. Nashville, Tennessee	Enables municipalities, utilities and other government agencies to offer electronic payment options to their customers.	M&A Advisory
PMT Systems, Inc. Nashville, Tennessee	Financial services.	Initial Public Offering
PMT Systems, Inc. Nashville, Tennessee	Financial services.	Equity Follow-on
Pre Solutions Norcross, Georgia	Develops prepaid transaction solutions that connect retailers and agents to communication carriers and product providers.	Fairness Opinion
Signet Bank Richmond, Virginia	Full service commercial bank.	Hostile Takeover Defense Advice
Silver Construction Capital, LLC Fredericksburg, Virginia	Provides loans to residential home builders and developers. Sold to Marquette Financial Companies.	M&A Advisory (Sellside)

Healthcare

Client	Business Description	Transaction
Agility Healthcare Solutions, LLC Glen Allen, Virginia	Provider of RFID solutions for healthcare facilities.	Private Placement
Care Centric, Inc. Atlanta, Georgia	Provides enterprise information technology systems and related services to the healthcare industry.	Privatization of Company
Children's Comprehensive Care, Inc. Nashville, Tennessee	Special housing for troubled youth.	Initial Public Offering
Children's Comprehensive Care, Inc. Nashville, Tennessee	Special housing for troubled youth.	Equity Follow-on
DataPath, Inc. Duluth, Georgia	Provides mission-critical connectivity for voice, video and Internet communications anywhere.	Corporate Advisory Services
DJ Orthopedics, Inc. Vista, California	Manufacturer and marketer of surgical and non-surgical products and services that repair, regenerate and rehabilitate soft tissue and bone.	Bought Orthotech from Johnson & Johnson
ENVOY Corporation Nashville, Tennessee	Provides electronic data interchange (EDI) services to participants in the health care market.	Initial Public Offering
Fairfield Chase Partners New York, New York	Financial sponsor acquired DonJoy, maker of orthopedic products.	Acquired DonJoy
Healthstream Inc. Nashville, Tennessee	Provides e-learning solutions to the healthcare industry.	Initial Public Offering
Medifax, Inc. Nashville, Tennessee	Provider of online, real-time access to patient eligibility information through the Internet.	Sale of Company
MMR Holdings, Inc. Richmond, Virginia	Operator of free standing MRI imaging centers.	Corporate Advisory Services
OmniCare, Inc. Covington, Kentucky	Provider of pharmaceuticals and related pharmacy services.	Equity Follow-on
OmniCare, Inc. Covington, Kentucky	Provider of pharmaceuticals and related pharmacy services.	Convertible Debentures
Serologicals Corporation Norcross, Georgia	Worldwide provider of biological products and enabling technologies for the research, development and manufacturing of life science products.	Sold division to Aventis Bio.
SGB Enterprises Inc. Valencia, California	Designs and manufactures custom CRTs and LCDs for the military and commercial simulation and training markets.	Capital Raising Advisor
Sheridan Healthcare, Inc. Hollywood, Florida	Provider of physician services to hospitals, ambulatory surgical facilities and in office-based settings.	Sold to Vestar Capital Partners

Media and Entertainment

Client	Business Description	Transaction
IBS Interactive Philadelphia, Pennsylvania	Internet commerce and content company.	Fairness Opinion
Information Holdings Inc. Stamford, Connecticut	Provider of information products, software and services to intellectual property, scientific and technology information industries.	Acquired Liquent Corporation
NanoChemonics, Inc. Pulaski, Virginia	Producer and supplier of nanoparticles.	Private Placement
NanoChemonics, Inc. Pulaski, Virginia	Producer and supplier of nanoparticles.	Private Placement
Naviant, Inc. Philadelphia, Pennsylvania	Systems integrator of one-to-one marketing solutions.	Acquired IQ2.Net
Naviant, Inc. Philadelphia, Pennsylvania	Systems integrator of one-to-one marketing solutions.	Private Placement
Speedway Motorsports, Inc Concord, North Carolina	Owner and operator of motor speedways and promoter, marketer and sponsor of motorsports activities.	Fairness Opinion
Speedway Motorsports, Inc Concord, North Carolina	Owner and operator of motor speedways and promoter, marketer and sponsor of motorsports activities.	Senior Subordinated Notes
Speedway Motorsports, Inc Concord, North Carolina	Owner and operator of motor speedways and promoter, marketer and sponsor of motorsports activities.	Senior Subordinated Notes
Speedway Motorsports, Inc Concord, North Carolina	Owner and operator of motor speedways and promoter, marketer and sponsor of motorsports activities.	Convertible Subordinated Debentures
TBA Entertainment Nashville, Tennessee	Media and entertainment company.	Sold Breckenridge Properties to Vail Resorts

Real Estate

Client	Business Description	Transaction
Columbus Realty Trust Dallas, Texas	Self-administered and self-managed real estate investment trust.	Sold to Post Properties
Commercial Net Lease Realty Inc. Orlando, Florida	Acquires, owns, manages, and develops single tenant retail, office, and industrial properties that are leased under long-term commercial leases.	Equity Follow-on
Equity Office Properties Chicago, Illinois	Office real estate investment trust.	Initial Public Offering
Great Lakes REIT, Inc. Oak Brook, Illinois	Real estate investment trust.	Perpetual Preferred
Highwoods Properties, Inc. Raleigh, North Carolina	Offers leasing, management, development, construction, and other customer-related services.	Equity Follow-on
Prime Realty Trust Chicago, Illinois	Office and industrial real estate investment trust.	Initial Public Offering
SL Green Properties New York, New York	Office real estate investment trust.	Initial Public Offering

Retailing and Restaurants

Client	Business Description	Transaction
Cooker Restaurant Corporation Nashville, Tennessee	Restaurant operator.	Initial Public Offering
Cooker Restaurant Corporation Nashville, Tennessee	Restaurant operator.	Equity Follow-on
Cooker Restaurant Corporation Nashville, Tennessee	Restaurant operator.	Convertible Debentures
Cracker Barrel Old Country Store, Inc. Lebanon, Tennessee	Owner and operator of over 500 restaurants and gift shops in the southern United States.	Initial Public Offering
Cracker Barrel Old Country Store, Inc. Lebanon, Tennessee	Owner and operator of over 500 restaurants and gift shops in the southern United States.	Equity Follow-on
Cracker Barrel Old Country Store, Inc. Lebanon, Tennessee	Owner and operator of over 500 restaurants and gift shops in the southern United States.	Equity Follow-on
Cracker Barrel Old Country Store, Inc. Lebanon, Tennessee	Owner and operator of over 500 restaurants and gift shops in the southern United States.	Equity Follow-on
Cracker Barrel Old Country Store, Inc. Lebanon, Tennessee	Owner and operator of over 500 restaurants and gift shops in the southern United States.	Acquired Logan Roadhouse, Inc.
Dollar General Corporation Goodlettsville, Tennessee	Operates as a discount retailer of general merchandise in the United States.	Equity Follow-on
J. Alexander's, Inc. Nashville, Tennessee	Engages in the ownership and operation of casual dining restaurants.	Equity Follow-on
J. Alexander's, Inc. Nashville, Tennessee	Engages in the ownership and operation of casual dining restaurants.	Equity Follow-on
J. Alexander's, Inc. Nashville, Tennessee	Engages in the ownership and operation of casual dining restaurants.	Convertible Debentures
J. Alexander's, Inc. Nashville, Tennessee	Engages in the ownership and operation of casual dining restaurants.	M&A Advisory
Landry's Restaurants, Inc. Houston, Texas	Engages in the ownership and operation of full-service, casual dining restaurants in the United States.	Initial Public Offering
Landry's Restaurants, Inc. Houston, Texas	Engages in the ownership and operation of full-service, casual dining restaurants in the United States.	Equity Follow-on
Landry's Restaurants, Inc. Houston, Texas	Engages in the ownership and operation of full-service, casual dining restaurants in the United States.	Equity Follow-on
Landry's Restaurants, Inc. Houston, Texas	Engages in the ownership and operation of full-service, casual dining restaurants in the United States.	Equity Follow-on
Landry's Restaurants, Inc. Houston, Texas	Engages in the ownership and operation of full-service, casual dining restaurants in the United States.	Equity Follow-on
Logan's Roadhouse, Inc. Nashville, Tennessee	Engages in the ownership and operation of full-service, casual dining restaurants in the United States.	Initial Public Offering
Logan's Roadhouse, Inc. Nashville, Tennessee	Engages in the ownership and operation of full-service, casual dining restaurants in the United States.	Equity Follow-on
Max & Erma's, Inc. Columbus, Ohio	Engages in the ownership, operation, and franchising of restaurants.	M&A Advisory
Morrison's Restaurants Atlanta, Georgia	Operator of casual dining restaurants.	Sold to Piccadilly Cafeterias
New York Bagel Enterprises, Inc. Stillwater, Okalahoma	Engaged in the ownership and franchising of bagel restaurants.	Initial Public Offering
O'Charley's, Inc. Nashville, Tennessee	Operator of casual dining restaurants.	Initial Public Offering
O'Charley's, Inc. Nashville, Tennessee	Operator of casual dining restaurants.	Equity Follow-on
O'Charley's, Inc. Nashville, Tennessee	Operator of casual dining restaurants.	Equity Follow-on
RARE Hospitality, Inc. Atlanta, Georgia	Operates as a multi concept restaurant company primarily in the eastern half of the United States.	Initial Public Offering
RARE Hospitality, Inc. Atlanta, Georgia	Operates as a multi concept restaurant company primarily in the eastern half of the United States.	Equity Follow-on
RARE Hospitality, Inc. Atlanta, Georgia	Operates as a multi concept restaurant company primarily in the eastern half of the United States.	Equity Follow-on
Red Robin Gourmet Burgers, Inc. Greenwood Village, CO	Operates a casual dining restaurant chain in the United States and Canada.	Equity Follow-on
Russell Corporation Atlanta, Georgia	An athletic and sporting goods company that markets athletic uniforms, apparel, and equipment for a variety of sports, outdoor, and fitness activities.	Equity Follow-on
Shoney's, Inc. Nashville, Tennessee	Engages in operating and franchising a chain of 1,023 restaurants in 28 states.	Equity Follow-on
Shoney's, Inc. Nashville, Tennessee	Engages in operating and franchising a chain of 1,023 restaurants in 28 states.	Equity Follow-on
Shoney's, Inc. Nashville, Tennessee	Engages in operating and franchising a chain of 1,023 restaurants in 28 states.	Convertible Debentures
Steak & Shake, Inc. Indianapolis, Indiana	Operates a casual dining restaurant chain in the United States.	Advisory Business

Technology

Client	Business Description	Transaction
Applied Control Technology	Total solutions provider in electrical and instrumentation/automation field.	Sold to TAC, a subsidiary of Schneider Electric
Aspen Technology, Inc. Cambridge, Massachusetts	Supplier of integrated software and services to the chemical process industries.	Acquired Houston Consulting Group
Caredata.com, Inc. Atlanta, Georgia	Operates as an online syndicator of healthcare content and applications to a range of internet portals and e-commerce sites.	Initial Public Offering
E3 Corporation Atlanta, Georgia	Provider of inventory management solutions.	Sold to JDA Software
Endata, Inc. Nashville, Tennessee	Technology services company.	Initial Public Offering
FlashNet Communications Fort Worth, Texas	Provides consumer internet access services and business services.	Initial Public Offering
MicroBuilt Atlanta, Georgia	Technology services company.	Initial Public Offering
MicroBuilt Atlanta, Georgia	Technology services company.	Equity Follow-on
NetScreen Technologies Sunnyvale, California	Developer and marketer of integrated network security solutions.	Initial Public Offering
RedCelsius Software Alpharetta, Georgia	Provider of e-business and CRM software solutions.	Private Placement
SureBeam Corporation San Diego, California	Provider of electronic irradiation systems and services for the food industry.	Initial Public Offering
Surebridge Lexington, Massachusetts	Delivers fully managed name brand ERP, CRM, and e-commerce applications to mid-size companies.	Fairness Opinion
Telemate.Net Software Atlanta, Georgia	Develops internet access and IP usage management, eBusiness intelligence and call accounting solutions.	Initial Public Offering
WebTone Technologies, Inc. Atlanta, Georgia	Enterprise software provider for the financial services industry.	Acquired Broadway & Seymour

Telecommunications

Client	Business Description	Transaction
Advanced Telecommunications Corp. Atlanta, Georgia	Telecommunications services corporation.	Fairness Opinion
Advanced Telecommunications Corp. Atlanta, Georgia	Telecommunications services corporation.	Equity Follow-on
Advanced Telecommunications Corp. Atlanta, Georgia	Telecommunications services corporation.	Convertible Debenture
Advanced Telecommunications Corp. Atlanta, Georgia	Telecommunications services corporation.	Private Placement
Advanced Telecommunications Corp. Atlanta, Georgia	Telecommunications services corporation.	Private Placement
Communications Central, Inc. Roswell, Georgia	Owner and operator of coin-operated payphones and inmate phones.	Initial Public Offering
Communications Central, Inc. Roswell, Georgia	Owner and operator of coin-operated payphones and inmate phones.	Equity Follow-on
Communications Central, Inc. Roswell, Georgia	Owner and operator of coin-operated payphones and inmate phones.	Sale of Company
Concentric Network Corporation San Jose, California	Provider of IP-based network services.	Convertible Sub-Debt
Concentric Network Corporation San Jose, California	Provider of IP-based network services.	Senior Notes
ITC DeltaCom, Inc. West Point, Georgia	Develops integrated communications services for businesses and consumers in the southeastern United States.	Initial Public Offering
ITC Holdings Ann Arbor, Michigan	Provides electricity transmission services.	Fairness Opinion
MindSpring Enterprises Atlanta, Georgia	National internet service provider.	Initial Public Offering
MindSpring Enterprises Atlanta, Georgia	National internet service provider.	Equity Follow-on
MindSpring Enterprises Atlanta, Georgia	National internet service provider.	Conv. Sub Debt
MindSpring Enterprises Atlanta, Georgia	National internet service provider.	Equity Follow-on
MindSpring Enterprises Atlanta, Georgia	National internet service provider.	Senior Debt facility
NTC Communications Harrisonburg, Virginia	Provider of internet, telephony and cable services.	Private Placement
OneMain.com, Inc. Reston, Virginia	Provider of internet access and related services.	Initial Public Offering
Resurgens Communications Group Westchester, Illinois	Telecommunications services company.	Fairness Opinion
Resurgens Communications Group Westchester, Illinois	Telecommunications services company.	Convertible Debentures
Tel-Man, Inc. Greenville, South Carolina	Telecommunications services company.	Initial Public Offering
Verio, Inc. Englewood, Colorado	Provider of internet access services and hosting services.	Convertible Preferred Stock
Voyager.net, Inc. East Lansing, Michigan	Internet communications company focusing on the Midwestern United States.	Initial Public Offering
WorldCom, Inc. Jackson, Mississippi	Global telecommunications provider.	Convertible debentures

Cary Street Partners Holdings, LLC is a limited liability holding company that owns 100% of Cary Street Partners LLC, a registered broker-dealer and Member of FINRA/SIPC, and 100% of Cary Street Partners Investment Advisory LLC, a federally registered investment advisor. Cary Street Partners is the trade name used by two separate, registered firms providing securities brokerage, insurance and investment advisory services. Products may not be available in all jurisdictions.