Thomas Weisel Partners Group

TOP FACTS

Organizational Overview	Printable Version

Founded in 1998 by Thomas W. Weisel, former Chairman and Chief Executive officer of Montgomery Securities Acquired Westwind Partners in January 2008 and appointed Lionel F. Conacher, formerly Westwind’s CEO and President, as President and COO of Thomas Weisel Partners Approximately 600 employees Headquarters in San Francisco, with offices in Baltimore, Boston, Chicago, Cleveland, Denver, New York, Portland, Silicon Valley, Calgary, Toronto, London, Zurich and Mumbai

Investment Banking

Bill McLeod & Brad Raymond - Co-Heads of Investment Banking

734 total transactions for $217.3 billion in value

475 transactions for $104.0 billion in public equity offerings

171 transactions for $109.8 billion in M&A transactions

88 transactions for $3.5 billion in private placements

Raises public and private equity for corporations and provides strategic advice and transaction specific advice for mergers, acquisitions, divestitures, spin-offs, privatizations and takeover defenses

Research

Keith Gay - Head of Research

36 Analysts

Companies under coverage: 511

Industry Focus

Provides independent equity research on publicly traded companies

Brokerage

Tom Carbeau - Head of Institutional Sales

Tony Stais - Head of Trading

Paul Slivon - Head of Private Client Services

Sales & Trading team provides equity and convertible sales and trading services to the nation's top institutional investors, middle markets and smaller accounts

Top trader for our corporate clients

Private Client Services team provides strategic wealth management and brokerage services to high net worth individuals. The team manages or administers more than $9.0 billion in client assets

Asset Management

Paul Slivon – Head of Asset Management

Private Equity Funds

Thomas Weisel Global Growth Partners L.P. 1 & L.P. 2—$676 million growth-oriented fund-of-funds
Thomas Weisel Healthcare Venture Partners L.P.—$122 million device-focused venture capital fund
Thomas Weisel Venture Partners L.P.—$253 million early-stage venture capital fund
Thomas Weisel India Opportunity Fund, L.P.—$58 million India growth-oriented fund-of-funds

Growth Portfolios
Investment management of small and mid cap growth equity portfolios for institutions and high net worth individuals

Distribution Management
Actively manages securities distributions for private equity and venture capital funds

Last updated May 1, 2008