Circle Peak Capital

Buyouts
The Wall Street Journal
Dow Jones
WWD

R. Adam Smith
Circle Peak Capital
646.230.8812

Press Releases
2009
Shari’s Restaurants Acquire Four California Locations March 20, 2009

2008
WealthTrust, LLC to Acquire Florida Wealth Management Firm October 1, 2008
Circle Peak Capital Announces Additions to its Advisory Council - Steven Kotler, Andrew T. Malloy and Robert E. Martin June 10, 2008
Fischbein LLC Appoints a New CEO February 6, 2008
2007
2007 Year-End Firm Update December 19, 2007
M&A Advisor nominates Circle Peak Capital as finalist for three 2007 M&A Awards Acquisition of Rocket Dog - Consumer Product Deal of the Year. Acquisition of Rocket Dog - Manufacturing Deal of the Year Circle Peak Capital - Deal Maker of the Year December 11, 2007
Circle Peak Capital Announces Additions to its Advisory Boards of Jeff Reed and Sarah Nash Sylvester November 30, 2007
Circle Peak Capital Wins the 2007 M&A Advisor Award for Middle Market Financing Provider of the Year July 9, 2007
M&A Advisor nominates Circle Peak Capital as finalist for three 2007 M&A Awards May 31, 2007
Circle Peak Capital Announces Recapitalization of Fischbein LLC May 2, 2007
Circle Peak Capital Promotes James H. Clippard March 27, 2007
Circle Peak Capital and Golden Gate Capital Announce Acquisition of Rocket Dog February 23, 2007
2006
Circle Peak Capital Wins 5th Annual M&A Advisor Award for Retailing Deal of the Year December 11, 2006
Circle Peak Capital to Address M&A Advisor Conference December 6, 2006
Circle Peak Capital Announces Acquisition and Recapitalization of Wealthtrust, Inc November 13, 2006
Circle Peak Capital Named Finalist In The Inaugural M&A Advisor Middle Market Financing Awards - Deal Partners Honored June 20, 2006
Circle Peak Capital Expands Executive Team May 23, 2006
Circle Peak Capital Announces Acquisition of Luxury Optical Chains May 1, 2006
Circle Peak Capital Announces Management Promotions January 12, 2006
2005
Circle Peak Capital Acquires Shari’s Restaurants December 30, 2005
Circle Peak Capital Acquires Hill & Valley, Inc. August 11, 2005
Circle Peak Capital Expands Executive Team June 9, 2005
Circle Peak Capital Adds New Member to Executive Team February 14, 2005
2004
Circle Peak Capital Continues Growth and Adds Four Accomplished Executives to Its Executive Advisor Team December 1, 2004
2003
Circle Peak Capital Launches Small-Cap Private Equity Firm September 2, 2003

Articles
2009
Improved IPO mart could jump-start PE interest in asset managers January 20, 2010
Shari's Restaurants Acquire Four California Locations March 18, 2009

2008
Portfolio Renovation By KEN MacFADYEN
CalPERS Tackles PE Legislation Investment Dealers' Digest, March 24, 2008 (by Kelly Holman)
2007
Circle Peak Steers Clear of Lava Lamps, Pet Rocks Buyouts, November 5, 2007 (by Joshua Payne)
Triangle Capital rolls a main bet Triangle Business Journal, September 28, 2007 (by Lee Weisbecker)
2006
Circle Peak Capital is the Proud Recipient of the 5th Annual M&A Advisor Award for Retailing Deal of the Year December 11, 2006
Circle Peak Capital's Adam Smith Advances to New Heights FINalternatives, September 15, 2006 (by Kate McGregor)
Something Ventured: Consumer Brands Lure Private Equity Dow Jones LBO Wire, July 26, 2006 (by Marietta Cauchi)
More Executives Are Connecting With the Private-Equity Industry The Wall Street Journal , June 7, 2006 (by Matthew Monks)
Luxury Optical Holdings - Los Angeles Business Journal June 6, 2006 (by Rachel Brown)
More Executives Are Cold Calling Buyout Firms Dow Jones LBO Wire , June 5, 2006 (by Matthew Monks)
Circle Peak Capital Acquires Luxury Optical Chains Business Wire, March 31, 2006
Restaurant Chain Sold to Circle Peak Globe Street.com, January 4, 2006 (by Brian K. Miller)
2005
Bidder group buys Shari's for $80 The Daily Deal, December 30, 2005 (by Kelly Holdman)
Circle Peak Capital Acquires Shari's Management Corp. Nation's Restaurant News, January 2, 2006
Circle Peak Smacks Lips Over Shari's Restaurant Chain Dow Jones LBO Wire, December 30, 2005
New investment team acquires Shari's chain The Oregonian, December 30, 2005
PE Firms Scarf Down Food Deals: But Will Some Investments Bite Back? Buyouts, September 5, 2005
Circle Peak Acquires Hill & Valley Buyouts, September 5, 2005
Circle Peak takes sugarless-foods maker The Deal, August 12, 2005
Poerink Joins Circle Peak Capital PE Week Wire, February 15, 2005
2004
The New Face of Private Equity: A mature business has less room for egos Investment Dealers Digest, March 8, 2004
2003
Lehman Brothers Pro Debuts PE Firm Investment Management Weekly, September 15, 2003 (By Arnella J. Forde)
Circle Peak Launches LBO Biz Buyouts, September 8, 2003 (By Joe Christinat)
Circle Peak to target US small caps Private Equity News, September 8, 2003 (By Guy Paisner)
Circle Peak launches pay-play fund The Daily Deal, September 2, 2003 (By Kelly Holman)
Circle Peak announces new launch AltAssets, September 2003 (News Round-up)
Market News
High-End, Or Dead End? November 10, 2008
Global Economy Drives Healthy M&A Market W.Y. Campbell & Company Investment Banking Second Quarter 2007 Market Update
Trends in Private Equity Performance IFR Financing Leveraged Buyouts Conference London - November 2, 2006
Private Equity Performance Shows Stability in Q2 2006 Concerns Remain for Future Performance in Light of Weak IPO Market October 30, 2006
Hedge Funds Continue to Encroach on Mezz Territory Thomson Venture Economics, November 28, 2005
Maximizing Operating Value to Generate Future Returns Gotham Consulting Partners (Dow Jones Private Equity Analyst) December 2004
Second(ary) Generation Gotham Consulting Partners (The Deal) November 8, 2004
Private Equity Market Overview (Probitas Partners) Private Equity Market Environment, Spring 2004