Aquinas Financial | Boutique Investment Banking Services


			Aquinas Financial is an Investment Banking and Management Advisory Services company. Since 1991 Aquinas has provided investment banking and advisory services to a wide range of public and private sector clients to assist them to prepare for and achieve financing goals and business objectives. Aquinas Associates, our original company, was set up to provide investment banking services to small and medium size companies, which services heretofore were usually only available to much larger companies. Our relationship with our clients is based on our total involvement with them, offering them the use of our management and technical capabilities and funding resources to meet their needs with skill, speed and cost effectiveness. We bring financing professionalism to the companies we work with. Our executives have assisted in over a billion dollars of financing transactions. We offer a unique program to clients: 1. Financing / Management Consulting designed to optimize the success of efforts to raise money. 2. Use of a strong, varied network of affiliations, funding resources and relationships. 3. Services geared to clients of all sizes and stages of business development in an industry or technology.


			Aquinas Financial brings a unique combination of resources and professionalism to the role of assisting our clients to achieve their funding needs and business goals. We offer a program of financing / management consulting designed to optimize successful funding to meet corporate objectives. Our services and support includes making certain that the client is prepared and presented in the most effective way to the most appropriate audiences and that they have full access and exposure to our deep and diverse investor and funder organizations network We take a personal role in and are involved with all phases of the funding process. It has been our experience that unless our total involvement is part of the on-going process of a funding effort the chances for a successful outcome in a timely manner can be diminished. The Aquinas Advantage: We are not just another investment banking firm, we believe we are unique and better. The secret of our success is our unique approach to getting you in shape and presenting you in the very best light to investors. This approach, which we call FAMEx ® substantially improves your chances of raising money. It has been developed over many years and this acronym has been registered. It is a highly confidential program. Briefly, FAMEx stands for: F - Our process is aimed at presenting you to investors from a Financing standpoint. All the information you present should be related to your financial needs and your offering. A - We conduct a thorough Analysis of your entire operation, plans and presentation materials. M - Our process is very Methodical and systematic. There is a logical and sequential flow to your information Ex - All of our efforts are aimed at addressing the Expectations of investors. Most companies present information from their own point of view, and is not well received by investors. Only Aquinas Services can offer you FAMEx.

Aquinas Financial - Programs Section Graphic

Our responsibility is to provide clients with the unique investment banking skills and management consulting experience to prepare for and achieve their financing and business objectives.

This includes assisting and supporting clients in defining corporate goals and objectives, developing the plans to achieve those goals, the strategies to execute them and the facilities and financial resources to support them.

We are involved in both early stage and expansion financing projects.

We deal with equity and debt financing, short and long term, including mezzanine and bridge funding.

We provide support for merger, acquisition and business divestiture needs and business growth efforts, business planning and financial consulting.

We provide our commercial, industrial, and institutional clients with the close personal involvement, management and funding skills and financing resources to:

Assure Operating Effectiveness
Facilitate Growth
Increase Profitability
Enhance Return On Investment

We help clients understand the options and dynamics of a deal. We do this with:

Skill
Objectivity
Speed
Cost Effectiveness
And the personal involvement in all phases of the funding process to guide and implement to achieve goals and objectives.

Finally, by connecting and exposing our clients to an extensive network of varied funding sources Aquinas Financial offers our clients the greatest opportunity and possibility for successfully achieving financing needs and business goals.

Working With Clients:
In establishing the structure of a funding engagement with a client we consider two elements;

First the unlimited involvement of Aquinas in all aspects of planning and strategy to assure that the client is best positioned and prepared to undertake a funding effort and then the development of the funding audiences and resources that would be most productive in achieving funding success.

In establishing our engagement fee structure we have included two cost elements; first a retainer fee to cover the unlimited Aquinas involvement in all aspects of planning and strategy to achieve funding success and a contingent success fee percentage of the funding amount achieved.


			Virgil P. Moir (Pete). Managing Director. Co-founder of Aquinas Associates. Investment banking principal since 1991. Previously, president of a financial services holding company, former chairman and president of a regional commercial bank. Also, served as senior executive and chief lending officer of a billion dollar mid western bank; and corporate treasurer of a large financial services company. B.A Hampden Sydney College, MBA Columbia University. Kenneth C. Magistrate. Executive Director. Co-founder of Aquinas Associates. Over 30 years experience in the startup, funding and operation of small businesses plus early career Fortune 100 management experience. Fields included computers, manufacturing, horticulture, automotive service, entertainment, printing, aerospace and nuclear engineering and technical writing. Special expertise in establishing dealer networks and small business capital formation. BSAeE Aeronautical University, BSME, Columbia University, USCG Licensed Marine Engineer. Zhanna Davis. Executive Director - Consulting Services. Multilingual Management consultant with over 10 years experience in business finance, management, sales and marketing in the hospitality industry, resort management, retail sector, commercial/residential real estate, banking and mortgage financing. Served as a top sales executive in several major US banks with responsibility for multi-million dollar financing transactions. Lectured in courses on business management, organization and marketing. BS - Cornell University ; MBA International Marketing and Management - University of Tennessee. Edward “J” Sweeney. Executive Director. Management Consultant with some 25 years broad business experience. Served as Vice President & Corporate Secretary of a heavy equipment manufacturing company, Senior Vice President of a Fortune 300 financial institution, President & CEO of a mid west based management consulting firm and CEO of a high tech environmental process development company. Former Chairman of the National Federation of Independent Business in Michigan, past long term Director of the Michigan Chamber of Commerce and Charter Member of the Geneva Consultants Registry International. BA in Business, St. Joseph’s College; MA in Management, Oakland University. Patricia (Pat) Barford. Executive Director, Analytical Review & Commercial Risk Assessment Consulting. Pat has over 25 years of banking and financial institutions experience. She served in numerous managerial positions responsible for lenders, analysts and underwriters in specialized lending, corporate lending, workout, and commercial real estate. She also held responsibility for development and implementation of credit risk management policies and procedures. As a consultant Pat has worked with community banks and community development financial institutions in assessing risk management needs in lending and credit administration, developing loan policies, defining portfolio risks, establishing risk rating systems and improving and documenting procedures for identification, administration and monitoring of impaired and workout loans. Pat graduated from Temple University, summa cum laude, with a BA in Business Administration. Additionally, during her career she completed various courses in finance, accounting, sales and management at the University of Pennsylvania. AQUINAS FAMILY Aquinas is assisted by a very talented group of affiliates. These individuals have experience in investment banking, venture fund management, management consulting, accounting, law, commercial banking, marketing, securities brokering, executive management and sales. Aquinas has assembled a group of independent debt and equity specialists who have demonstrated success in funding projects. What really makes Aquinas unique is our extensive list of business friends and contacts. When we take on an assignment, we often utilize the ‘Rolodex’ of a number of well connected individuals with whom we have dealt with over many years. Our friends are located in the following states: CA, FL, GA, IL, IN, KS, LA, MI, NJ, NY, OK, PA, SC, TX.


			V. P. Moir (856) 520-8037 Office (856) 433-8853 Fax vmoir@aquinasfinancial.com Address: Aquinas Financial 100 Park Blvd, Suite 82B Cherry Hill, NJ 08034 Virgil P. Moir (Pete),