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Partnership – Value Proposition

Freeport was created to build lasting partnerships with our private equity clients. To that end, the processes established and the actions we take are designed to build relationships that will stand the test of time and markets.

Process – Streamlined and Straight Forward
The Freeport approval process is streamlined and designed to provide a high-degree of consistency to our private equity clients. Each transaction received from our clients is reviewed by the Freeport Investment Committee within 72 hours of receipt of transaction materials. Our goal is to provide clear feedback, with key diligence items identified, within this timeframe. The investment committee that reviewed the transaction initially is the same team that participates in the final approval discussion. As a result, our clients can expect consistent feedback and no surprises.

Underwriting – Fully Underwritten Transactions
Freeport uses its balance sheet to fully underwrite transactions and has provided post close syndications for transactions larger than $300 million. When we choose to underwrite transactions, we limit the amount of syndication flex required and can syndicate the transaction post-close if a client prefers this approach. Freeport can also hold the largest portion of a loan of any lender in the bank group. We are an asset management vs. a syndication group focused on generating fee income.

Syndication Strategy – Partner Syndication vs. Retail Syndication
Freeport is focused on partnering with the right private equity clients and the right lending groups. Despite the size of the transaction, we look to partner with like-minded lenders that understand the credit cycle and are eager to support the execution of our client's investment strategies. We typically partner with lending groups that we and our clients know well and that are willing to invest meaningful dollars into each transaction.

© 2007 Freeport Financial, All Rights Reserved.