In addition to being a senior advisor at Battery Point Capital, Brian co-founded Seabrook Partners in January 2011. Prior to Seabrook Partners, he spent five years as a Managing Director and National Head of the Capital Strategies Group at Citigroup and then Morgan Stanley following the sale of Smith Barney by Citigroup to Morgan Stanley. The Capital Strategies Group provided M&A services to middle-market companies in the U.S. During the five years Brian ran the Group, it completed more than 110 transactions with aggregate value exceeding $3 billion.
Brian spent three years at Aether Systems, first as Executive Vice President, Corporate Development and later as President, Enterprise Solutions Division, Aether’s largest operating division. Brian was instrumental in transforming Aether from a 20-person private company with an annual revenue run rate of $1 million into one of the leading wireless data companies in the world with annual revenues in excess of $100 million. He was responsible for managing the company’s acquisitions, joint ventures and public equity and debt offerings.
Brian ran the East Coast Technology Group at Smith Barney in New York where he worked from 1988-1998. Brian began his investment banking career at E.F. Hutton in 1986 and later worked for Robertson, Colman & Stephens in San Francisco.
At Battery Point Capital (BPC), Tim specializes in analyzing company and brand positioning, go-to-market strategies, and digital marketing/sales enablement for all BPC portfolio companies. He also oversees our joint venture with The Inforefinery, a leading lead generation firm.
Tim has over 25 years experience in the public and private capital markets, investment banking and asset management. As an investment banker and capital markets specialist, he has raised more than $10 billion of debt and equity capital for companies in the retail, utility, energy, manufacturing and technology industries.
While a capital markets specialist at Chase, Merrill Lynch, and ABN Amro, Tim specialized in corporate finance advisory, rating agency advisory and capital structure optimization for large public companies like Walmart, International Paper, General Motors, and General Electric. As an adviser at Citigroup, Morgan Stanley and Wells Fargo, Tim advised entrepreneurs on growing, improving and selling their businesses.
Jay Wright has over twenty years of experience in finance and public markets. As the Chairman, Chief Executive Officer or Chief Financial Officer of three public companies over the past eleven years, he has structured numerous private and public financing transactions. He also served as Chief Financial Officer for TAMSCO, a privately held government contractor, which he helped sell for $83.5 million in 2003, and was a founding shareholder of Chesapeake Government Technologies, which was acquired by Widepoint Corporation (Amex: WYY) in 2004. He has expertise in all aspects of structuring private placements and in creating exits via mergers and acquisitions and open market sales.
Previously, Mr. Wright worked as an investment banker with Merrill Lynch in New York and a mergers and acquisitions lawyer with Foley & Lardner in Chicago and Skadden, Arps in New York. Mr. Wright received his law degree from the University of Chicago Law School and his Bachelor’s degree in Business Administration from Georgetown University, summa cum laude, where he also serves as an adjunct finance professor. Mr. Wright is a member of the Illinois state bar and is Series 7, 24 and Series 66 qualified. Mr. Wright is the co-author of Finance and Accounting for Nonfinancial Managers, Sixth Edition (Perseus Books, 2010).
Kevin has over 30 years of investment banking experience. Kevin has worked on a broad range of M&A and corporate finance transactions, both domestic and cross-border, including leveraged buyouts, acquisitions, divestitures, initial public offerings, high yield financing transactions and private capital raises.
As an investment banker at Salomon Brothers, Merrill Lynch and Bank of America, Kevin’s clients have included corporations, boards of directors, private equity firms and individual owners. Kevin’s transactions have spanned a large range of industries, including packaging, consumer products, transportation, oil and gas, renewable energy and health care.
Representative clients include International Paper, Sealed Air, Chesapeake, Grief Industries, Kennametal, Plastipack, MeadWestvaco, AGCO, True Brew, Spear Power Systems, H2Bev, Shorty’s, and Saratoga Chips.
Our Process & Resources
Through our in-house marketing platform, Scale Partners, we offer a solution for early stage companies.
Who should apply – The Company must be generating revenue, have an established product/service with a short list of satisfied clients (product-market fit), and the capacity to grow (solid onboarding and CX).
The general reseller commission rates in the market can range dramatically, from as low as 5% to as much as 50%. We look at your revenue model, pricing structure, the lifetime value of the contracts, your close rate history, etc.
We have the right to cancel the contract at anytime after the 3 month commitment period. Generally, if either 1) the close rates are low or 2) the response to our efforts is low (low traffic to our site, low content engagement etc.), we won’t continue our marketing efforts. Prior to terminating our efforts, we always work with the client to improve what we can before terminating our efforts.
The termination fee is designed to reward us for taking on a marketing commitment without any (or minimal) upfront fees. We designed it to be a proxy equity stake. It isn’t actually equity and isn’t reflected as such on your cap table.
In a perfect world, we expect the termination fee to be relevant in only two situations – the company is purchased or the Company decides to move all selling and marketing efforts in-house.
Should you decide to hire your own marketing team at some point, you can end the contract and either pay us the entire termination fee at once, or simply allow us to collect commissions on the clients we produced for the next X years, the X being the termination multiple.
In our experience, it can take anywhere between two weeks and two months to get a marketing website launched and ready for conducting campaigns. This is really a function of the complexity of the product or service and the amount of content creation that is available from the Company at the outset.
We designed this program to require a minimum amount of your time prior to execution. Too many marketing companies foist a new and heavy marketing burden onto companies that simply don’t have the staff and experience to participate. There is a reasonable amount of due diligence that will be required upfront so that we can understand the Company and the content we will need to produce.
If the program works well, clearly we expect the Company to reinvest some of the new revenue and profits into a better marketing and closing effort. This could be more of their own content ideas, better UX or CX software etc.
At the start, we will discuss the right CRM system to use, if you don’t have one. Most CRMs have an API that would allow us to easily pass leads into your CRM system that you can then run through your own selling and onboarding process.
If you don’t have one, we will set one up for you but we will charge a nominal set up fee, depending on which CRM system you choose.
Looking to scale your go-to-market effort?
Interested in revenue share marketing?
Ready to start your outbound strategy?
Looking to syndicate your content (lists)?
Overview of the Agreement
Marketing Agent’s Right to Create New Content/Marketing Website: The marketing agent will have sole discretion over the content and structure of the marketing website, with the exception of correcting factual information at the request of the Company.
Marketing Agent’s Right to Use Existing Content: The marketing agent will have the right to publish (on the marketing website) and distribute (via email and social media) any existing content (text, articles, videos, etc.) from the Company’s current website.
Referral Commission: Once a lead becomes a customer of the Company, ____% of all revenue that is paid by that customer to the Company is to be paid to the marketing agent within 30 days of the Company receiving that revenue.
Commission Termination Fee: If the Company elects to terminate the contract and the marketing agent is currently generating commissions at the time of the Company’s election to terminate the contract, the Company is required to pay a multiple of ____ times the annual run rate of the current months commissions due to the marketing agent. Example: If the current month’s commissions due are $10,000 then the annual run rate of commissions is $120,000.
Lead Hand Off: The Company will be required to maintain their own CRM system to provide information on all leads passed by the marketing agent. Leads that are generated through the marketing agent’s efforts will be passed to the Company via the Company’s CRM system. The marketing agent will have access to this CRM system on a “read only” basis, which will provide the marketing agent with the ability to monitor close rates, win rates etc.
Company’s Ability to Purchase Content, Tools/Entire Marketing Website: The Company will have the ability to purchase any content and website pages/features produced by the marketing agent for the website and for campaigns, according the pricing schedule contained in this agreement. The Company will also have the right to purchase the marketing website and all content and analytics at any time during the life of the contract or after the termination of the contract, according to the price in the schedule. The marketing agent has the right to negotiate prices for any content, tools and the entire website, but there will be a stated price that the Company can pay for any content, tools and the entire site.
Content and Website Purchase Schedule:
___ cents per page for written content (articles, blog items etc.)
___ dollars for the entire website and content*
*Any tools, plug-ins, features that require a subscription will be assumed/paid for by the Company.
Notice – Enforcement of Marketing Agent’s IP Rights in Content: Marketing agent will use anti-plagiarism software to measure the level of similarity between our new content and the Company’s content. We will use plagiarism software to compare our content to the Company’s website content.
Exclusivity: The marketing agent will not conduct lead generation activities for any other company that is considered a direct competitor of the Company unless and until this contract is terminated. A direct competitor is any other company selling ________products or services. The Company can conduct any marketing efforts on its own behalf and generate its own leads, and these leads will not be subject to the fee agreement contained herein. However, the Company will not engage any other lead generation company during the life of this contract so long as the minimum milestones contained herein have been met in the last two months.
Obligations of Confidentiality: Both parties agree to keep each other’s confidential information confidential. This means that they cannot disclose the information to any third parties without the written consent of the other party.
Renegotiation: Either party may request to renegotiate the terms of this Agreement at any time upon 30 days’ written notice to the other party. The parties shall use their best efforts to negotiate in good faith to reach a mutually agreeable amendment to this Agreement.
Google Analytics Reports: The marketing agent will provide the Company, on a monthly basis, a report on all website activity related to the marketing website. This report will include basic traffic statistics as provided by Google Analytics.
Termination Rights of Agreement: The parties can jointly agree to terminate this agreement at any time. Either party may individually terminate this agreement upon 30 days’ written notice to the other party, subject to the following limitations:
Minimum marketing milestones: The following marketing milestones must be met by the marketing agent each month that the contract is in existence:
____ email campaigns per month
____ website visitors per month
These milestones will be confirmed via Google Analytics (or similar software) reports from the marketing agent, and this report will be provided to the Company within 15 days after each month.
Reach out and start a conversation with our team.
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We may update Our Privacy Policy from time to time. We will notify You of any changes by posting the new Privacy Policy on this page. We will let You know via email and/or a prominent notice on Our Service, prior to the change becoming effective and update the “Last updated” date at the top of this Privacy Policy. You are advised to review this Privacy Policy periodically for any changes. Changes to this Privacy Policy are effective when they are posted on this page.
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The words of which the initial letter is capitalized have meanings defined under the following conditions. The following definitions shall have the same meaning regardless of whether they appear in singular or in plural.
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These are the Terms and Conditions governing the use of this Service and the agreement that operates between You and the Company. These Terms and Conditions set out the rights and obligations of all users regarding the use of the Service.
Your access to and use of the Service is conditioned on Your acceptance of and compliance with these Terms and Conditions. These Terms and Conditions apply to all visitors, users and others who access or use the Service.
By accessing or using the Service You agree to be bound by these Terms and Conditions. If You disagree with any part of these Terms and Conditions then You may not access the Service.
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Your access to and use of the Service is also conditioned on Your acceptance of and compliance with the Privacy Policy of the Company. Our Privacy Policy describes Our policies and procedures on the collection, use and disclosure of Your personal information when You use the Application or the Website and tells You about Your privacy rights and how the law protects You. Please read Our Privacy Policy carefully before using Our Service.
Our Service may contain links to third-party web sites or services that are not owned or controlled by the Company.
The Company has no control over, and assumes no responsibility for, the content, privacy policies, or practices of any third party web sites or services. You further acknowledge and agree that the Company shall not be responsible or liable, directly or indirectly, for any damage or loss caused or alleged to be caused by or in connection with the use of or reliance on any such content, goods or services available on or through any such web sites or services.
We strongly advise You to read the terms and conditions and privacy policies of any third-party web sites or services that You visit.
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To the maximum extent permitted by applicable law, in no event shall the Company or its suppliers be liable for any special, incidental, indirect, or consequential damages whatsoever (including, but not limited to, damages for loss of profits, loss of data or other information, for business interruption, for personal injury, loss of privacy arising out of or in any way related to the use of or inability to use the Service, third-party software and/or third-party hardware used with the Service, or otherwise in connection with any provision of this Terms), even if the Company or any supplier has been advised of the possibility of such damages and even if the remedy fails of its essential purpose.
Some states do not allow the exclusion of implied warranties or limitation of liability for incidental or consequential damages, which means that some of the above limitations may not apply. In these states, each party’s liability will be limited to the greatest extent permitted by law.
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Some jurisdictions do not allow the exclusion of certain types of warranties or limitations on applicable statutory rights of a consumer, so some or all of the above exclusions and limitations may not apply to You. But in such a case the exclusions and limitations set forth in this section shall be applied to the greatest extent enforceable under applicable law.
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