Jensen/Shaw
FY Projection
June YTD Rev Annualized YTD Pipeline Est. FY 2014 Revs FY Target Est % Target
23,490,715 46,981,429 601,815 47,583,244 45,000,000 104%
Pipeline by Product
# of Pro-Rated
Product Opportunities CBVs Ann. Revs 2014 Rev
Global Lending 1 35,000,000 1,262,500 601,815
Grand Total 1 35,000,000 1,262,500 601,815
Pipeline by Relationship
# of Pro-Rated
Relationship Opportunities CBVs Ann. Revs 2014 Rev
HARBOURVEST PARTNERS 1 35,000,000 1,262,500 601,815
Grand Total 1 35,000,000 1,262,500 601,815
Top 10 Relationships
Top 10 Relationships YTD Revenues CBVs
1 HARBOURVEST PARTNERS 6,821,346 366,473,712
2 WOLFSON 2,856,985 538,690,227
3 WASSERMAN ALAN 2,848,369 409,029,017
4 KUEHNER CARL 2,113,304 138,112,500
5 CARLYLE REALTY PART 1,156,939 148,086,365
6 CARLYLE GROUP 675,999 90,569,625
7 BROOKFIELD 665,200 30,496,142
8 PRINCIPLES OF AQUIL 656,466 355,118,052
9 KAZILIONIS PAUL 498,151 46,826,554
10 KROLL JULES 460,243 77,320,992
Top 10 Relationships Total: 18,753,004 2,200,723,186
CONFIDENTIAL - PURSUANT TO FED. R. CRIM. P. 6(e) DB-SDNY-0122311
CONFIDENTIAL SDNY_GM_00268495
EFTA01460780