Selected long-term relationships of Mr. Smith

Global Imaging Systems

  • Worked with the private company for a year
  • Lead-managed its initial public offering
  • Advised on debt capital markets
  • Co-managed a $100 million debt offering to institutions
  • Acquired by Xerox for $1.5 billion while Mr. Smith served as a member of the Board of Directors

Cunningham Graphics

  • Co-managed its initial public offering
  • Advised on bank refinancing
  • Advisor in potential sale process
  • Provided fairness opinion in acquisition by ADP

Embedded Support Tools (EST)

  • Provided advice on financial alternatives
  • Pursued sale and IPO processes simultaneously
  • Prepared and filed documents for intial public offering
  • Advised in sale process to potential buyers
  • Advisor in ultimate sale to Wind River Systems


  • First met private company in 1992
  • Managed secondary common stock offering in 1996
  • Advised on various debt alternatives
  • Advisor in analysis of potential sale
  • Assisted in discussions with potential buyers in 2000 and 2001
  • Acquisition by Titan completed in 2001

Selected financing and M&A assignments