Moderator
Bailey S. Barnard, Sr.
Managing Partner, Barnard/Montague Capital Advisors

Panelists
Michael Lazaus
Managing Partner, Weston Presidio
Founding Partner, Main Post Partners

Glenn Novotny
Past CEO, President & COO, Central Garden & Pet
Operating Partner, Telegraph Hill Partners

Eric Clarke
Partner, Hanson Bridgett LLP



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Brayer Electric Company is a third generation San Francisco Bay Area electrical contractor. Brayer's customers include some of the best known companies not only in the Bay Area but in the country, including Adobe Systems, AT&T, Bank of America, Hilton Hotels, Levi's, Macy's, UC Berkeley, Wal-Mart and Wells Fargo. Founded in 1928, Brayer is one of the best known and well respected electrical contractors in the Bay Area with its success driven largely by the loyalty of its customers. The Company's services include: Building Information Modeling and Virtual Design and Construction, Pre-fabrication, Design and Build, New Construction and Tenant Improvements.

Brayer engaged Barnard/Montague to explore financing alternatives to enable it to implement its growth plan and vision. After analyzing the Company's plan, market opportunities and financing capacity, Barnard/Montague assisted the Company finding a lender that would be more accommodating and better enable it to more aggressively take on larger projects. Barnard/Montague continues to advise the Company in developing and implementing its growth plan which may include complementary acquisitions.

Company president and CEO George Brayer II stated, "Barnard/Montague partner, Biff Barnard, has truly become a trusted advisor to me and to our company, adding value beyond the financial advisory for which his firm has been engaged".



Barnard/Montague Capital Advisors is a San Francisco based investment bank providing sell-side and private placement advisory services to private, middle-market companies throughout the western United States. The firm's primary focus is on companies with revenues between $25 million and $250 million in a diverse range of industries.


Regulatory Required Disclaimer
The testimonial may not be representative of the experience of other clients and is no guarantee of future performance or success.

Barnard/Montague Capital Advisors worked closely with the management team as they raised new minority equity capital to support the Company’s continued rapid growth. Monterrey, originally known as Monterrey Provision Co., has evolved over the past 40 years to become one of the leaders in the perishable food distribution arena. Through its “best in class” operations and emphasis on innovative personalized service, Monterrey grew revenues more than 50% in 2013. It currently services major retail and foodservice accounts in an 8 state area. The additional capital will allow the Company to expand into new geographic

regions to continue to meet the needs of its blue chip customer base.

Luke Abbott, CEO of Monterrey, stated, “Barnard/Montague provided expert guidance and creative advice throughout the entire process as we evaluated various capital options. They were valued members of our team.”

Jeanne Montague, a Managing Partner at Barnard/Montague, commented, “We are pleased to be able to work with such an energetic and talented CEO. Luke Abbott has an exciting vision for Monterrey and with this new capital, the Company is well-positioned for continued profitability and growth.”



Barnard/Montague Capital Advisors is a San Francisco based investment bank providing sell-side as well as debt and equity private placement advisory services to privately owned middle-market companies throughout the western United States. The firm’s primary focus is on companies with revenues between $25 million and $250 million in a range of industries, including a sector focus on food and agribusiness companies.


Regulatory Required Disclaimer
The testimonial may not be representative of the experience of other clients and is no guarantee of future performance or success.