Madison Street Capital Secures Mezzanine Debt Facility for Technology Co.

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Chicago Based Middle Market Investment Banking Firm Assists Innovative Technology Firm Secure Financing

Madison Street Capital, LLC (“Madison Street Capital”) acted as the exclusive financial advisor to Vertical Management Systems, Inc. (“VMS”) and its wholly owned subsidiary, Retirement Revolution, LLC (“RR”) for a mezzanine debt facility provided by Huntington Capital. The announcement was made by Charles Botchway, Chief Executive Officer of Madison Street Capital.

“We truly appreciate the capital-raising support led by Madison Street Capital,” said Roger Loar, Chief Executive Officer of Vertical Management Systems, Inc. “The process allowed us to find the right institutional partner to assist us in achieving our goals to become a leading recordkeeping and custodial service provider to the retirement industry. The team at Madison Street Capital provided us with specific insight and made some very strategic introductions that allowed us to complete this transaction.”

About Madison Street Capital, LLC:
Madison Street Capital’s team of professionals has the knowledge, experience, and extensive relationships making it one of the premiere middle market investment banking firms. A leading provider of corporate finance and mergers & acquisitions (M&A) advisory, Madison Street Capital’s professionals have the ability to arrange the appropriate financing and capitalization structure to suit each clients’ situation. Headquartered in Chicago, Illinois, the middle-market investment banking firm has offices in North America, Africa, and Asia. Madison Street Capital draws on years of combined experience to provide a variety of financial services that include middle market investment banking (M&A advisory), restructuring services, valuation and M&A services for hedge funds, buy side and sell side services for private equity, corporate advisory services, business valuation services, valuation for financial reporting, and financial opinion services. Experience makes the difference, and having assisted clients in a diverse range of industries, Madison Street Capital’s seasoned professionals understand that all circumstances demand careful analysis and precise recommendations. For business owners looking for acquisitions, selling a business, building a sound exit strategy, or simply for matters of corporate governance, Madison Street Capital has a history of execution and excellence in the investment banking industry. For additional information, call Madison Street Capital at 1-312-529-7000 or visit: http://www.madisonstreetcapital.com

About Vertical Management System:
Vertical Management Systems, Inc. has been providing innovative technologies to the Financial Services industry since 1992. VMS specializes in designing, building, and hosting a variety of Securities Movement and Control systems used by large financial service firms in the U.S. Members of its team are widely viewed as the country’s top thought leaders in processing, controlling, and accounting for mutual fund assets in particular. VMS currently has systems operating in production that perform the following front and/or back-office accounting tasks: mutual fund, money market, and ETF trade execution and settlement; cash movement and control; transaction reconciliation; position reconciliation; mutual fund trailer fee collection, balancing, allocation and reporting; custodial account integration with securities depositories and/or intermediaries; and account aggregation and reporting. VMS’s technology processes assets in excess of $500 billion for some of the largest financial services firms in the country. For additional information, please visit: http://www.vmshelp.com.

About Retirement Revolution:
Retirement Revolution, LLC, is a wholly owned subsidiary of Vertical Management Systems, Inc. It was formed to bring Next Generation Retirement Solutions to the retirement marketplace. Retirement Revolution is staffed with a team of highly experienced business and technical people who each bring more than a decade of retirement experience to the company’s mission of disrupting today’s status quo retirement servicing model. Retirement Revolution operates as a recordkeeping and custodial service provider to registered investment advisors, third-party administrators, and their plan sponsor clients. Its solutions are entirely “open architecture" with respect to both investment and advice, and can be configured to operate anywhere from fully bundled to fully unbundled on behalf of any plan provider, regardless of plan size. For more information, please visit: http://www.retirementrevolution.com.

About Huntington Capital:
Based in San Diego, Huntington Capital is a leading mezzanine capital provider to lower middle market companies throughout California and the Southwestern U.S. Founded in 2000, Huntington is currently operating out of its second fund, Huntington Capital Fund II, which it raised in 2008 with capital commitments from a group of leading institutional investors. Huntington seeks to invest in established lower middle market businesses generating between $10 million and $75 million in revenue across a broad range of industries. Investments are typically structured in the form of growth capital, buyout, or acquisition financing ranging between $2 million and $6 million. The firm has invested in approximately 35 companies since its founding. Partners Morgan Miller, Barry Wilson, and Tim Bubnack lead Huntington’s management team. For more information, please visit http://www.huntingtoncapital.com.

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