Ventura EDC – Sample Competitive Profiles Research Task Identify potential one-stop-shop laboratory consulting competitors. Research the capabilities, industries served, key executives, marketing strategy, and clients of the identified competitors. Sources Consulted: Nexis – news and business information, including company and financial information, from over 34,000 sources Business Source Premier (EBSCO Industries, Inc.) – articles covering management, economics, finance, accounting, professional and trade journals Internet sources and general search engines WorkingBuildings Companies: Laboratory COS 1230 Peachtree St. NE 300 Promenade Atlanta, GA 30309 678-990-8001 http://www.workingbuildings.com/ Company Description “WorkingBuildings, LLC is an employee-owned professional service firm specializing in building commissioning, LEED® certification, sustainability consulting, laboratory pre-certification, standard operating procedures for bio-medical facilities, risk/threat mitigation, and CxAlloy Suites software. The company is headquartered in Atlanta, GA with offices located in Albuquerque, Alexandria, Austin, Birmingham, Jackson, New Orleans, New York, West Trenton, Charlotte and Winston-Salem; and Riyadh (Saudi Arabia).” 1 Executives President and CEO - Michael L. Weiss2 Capabilities “The WorkingBuildings Companies features six specialized divisions of service dedicated to providing facility Owners with quality processes for the built environment,” including:3 o WorkingBuildings o WorkingHospitals o WorkingLaboratories o WB | Global Advisory o CxAlloy o Specialty Operations Solutions (SOS) Services include4 1 “Specialty Operations Solutions joins The WorkingBuildings Companies; WorkingBuildings expands its capabilities and service offerings through the acquisition of Specialty Operations Solutions” PR Newswire (5/29/2013) 2 http://www.workingbuildings.com/michael-l-weiss-ceo-of-the-workingbuildings-companies-invited-to-join-theacademy-for-healthcare-infrastructures-collaborative-research-program 3 Specialty Operations Solutions joins The WorkingBuildings Companies; WorkingBuildings expands its capabilities and service offerings through the acquisition of Specialty Operations Solutions” PR Newswire (5/29/2013) EDC VC, 1601 Carmen Drive #215 Camarillo, Ca 93015. 805.384.1800 www.edc-vc.com 1|Page o Laboratory – Compliance, Operations, and Staffing o Building Commissioning o Sustainability Consulting o Security o WB | Global Delivery o Facilities Maintenance o Specialty Operations Solutions Industries Served5 Data Centers Detention Education GSA Laboratories and Medical Manufacturing Office Facilities Parks & Recreation Marketing Strategy Mergers and Acquisitions6 o Specialty Operations Solutions (SOS) (2013) – “a professional services firm that works strategically for the Owner to bridge the gap between development and FDA compliance requirements for a CGMP facility or product. . . . SOS' services include but are not limited to detailed basis of design document development, facility project management, facility programming, complete quality assurance and regulatory services support, SOP development and training, and research animal care.” Social Media o Built Environment Blog7 o LinkedIn8 o Twitter9 Organization Participation10 o USGBC o ASHRAE o AIA Representative Clients11 Georgia Institute of Technology Student Health Center FEMA Special Needs Shelter 4 http://www.workingbuildings.com/services http://www.workingbuildings.com/project-archive 6 “Specialty Operations Solutions joins The WorkingBuildings Companies; WorkingBuildings expands its capabilities and service offerings through the acquisition of Specialty Operations Solutions” PR Newswire (5/29/2013) 7 http://www.workingbuildings.com/our-built-environment-blog 8 http://www.linkedin.com/company/workingbuildings-llc 9 https://twitter.com/WorkingBldgs 10 http://www.workingbuildings.com/company/company-profile 11 I have provided a sampling of WorkBuildings’ Laboratory and Medical projects. For a complete list, see http://www.workingbuildings.com/project-archive/labs-medical-projects 5 EDC VC, 1601 Carmen Drive #215 Camarillo, Ca 93015. 805.384.1800 www.edc-vc.com 2|Page New Jersey Public Health Environmental and Agriculture Laboratory Oak Ridge National Laboratory East Campus Development St. Jude Medical Manufacturing Facility Tift Regional Medical Center Data Center Vanderbilt University Life Technologies Corporation: Instrument and Qualification Services Custom Laboratory Services 3175 Staley Rd. Grand Island, NY 14072 800-955-6288, x45682 http://www.lifetechnologies.com/us/en/home.html Company Description Life Technologies Corporation “is a global biotechnology company that is committed to providing the most innovative products and services to leading customers in the fields of scientific research, genetic analysis and applied sciences. With a presence in more than 180 countries, the company's portfolio of 50,000 end-to-end solutions are secured by more than 5,000 patents and licenses that span the entire biological spectrum -- scientific exploration, molecular diagnostics, 21st century forensics, regenerative medicine and agricultural research. Life Technologies has approximately 10,000 employees and had sales of $3.8 billion in 2012.”12 “The company has experienced some recent problems: Levi & Korsinsky is investigating the Board of Directors of Life Technologies Corporation . . . . for possible breaches of fiduciary duty and other violations of state law in connection with the sale of the Company to Thermo Fisher Scientific, Inc.”13 The company was also placed on the Rating Watch Negative by Fitch Ratings as a result of Thermo Fisher’s plans to acquire the Life Tech. “The ratings apply to approximately $2.2 billion of debt outstanding at Dec. 31, 2012.”14 Executives15 Chairman and Chief Executive Officer - Gregory T. Lucier President and Chief Operating Officer - Mark P. Stevenson Head of Global Commercial Operations - David Ruggiero Head of Strategy and Corporate Development - Paul Grossman Capabilities16 Custom Services Out-Licensing and OEM Sales 12 “Life Technologies to Invest $18 Million in Facility Expansion and Current Good Manufacturing Practice Compliance Plan.” Benzinga.com (3/28/2013) 13 “SHAREHOLDER ALERT: Levi & Korsinsky, LLP Announces Investigation into Possible Breaches of Fiduciary Duty by the Board of Life Technologies Corporation in Connection with the Sale of the Company to Thermo Fisher Scientific, Inc.” PR Newswire (4/17/2013) 14 “Fitch Places Life Technologies' Ratings on Negative Watch” Business Wire (4/15/2013) 15 I have provided the most relevant executives. A complete list with bios is available at https://ir.lifetechnologies.com/management.cfm 16 http://www.lifetechnologies.com/us/en/home/products-and-services/services.html EDC VC, 1601 Carmen Drive #215 Camarillo, Ca 93015. 805.384.1800 www.edc-vc.com 3|Page Instrument and Qualification Services17 o Instrument Management18 o Compliance and Validation Services for Regulated Labs19 o Remote Monitoring and Diagnostics20 Industries Served Life Science21 Applied Sciences (Industrial)22 o Bioproduction o Animal Health o Food Safety o Human Identification Clinical23 o Molecular Diagnostics o Diagnostic Development o Clinical and Translational Research o Public Health Marketing Strategy Intellectual Property – “Strong intellectual property and patent protection helped the company generate revenue and ward off competition. The company aggressively pursues patent protection and conducts research and development (R&D) activities. Its current intellectual property (IP) portfolio comprises more than 5,000 patents and exclusive rights, of which the company filed for 2,000 patents in the US and for over 3,000 in other countries.”24 Awards and Recognition25 o “Global 100 Most Sustainable Corporations” (1/2013) o Fast Company and TR50: The Top 50 Most Innovative Companies in the World (2012) o Innovations 2012 Design and Engineering Awards Honoree: Embedded Technologies – Ion 318 chip o Global 100: “Corporate Knight” (2012) Mergers and Acquisitions26 17 http://www.lifetechnologies.com/us/en/home/products-and-services/services/instrument-qualificationservices.html 18 http://www.lifetechnologies.com/us/en/home/products-and-services/services/instrument-qualificationservices/instruments-and-services-portal.html 19 http://www.lifetechnologies.com/us/en/home/products-and-services/services/instrument-qualificationservices/compliance-and-validation.html 20 http://www.lifetechnologies.com/us/en/home/products-and-services/services/instrument-qualificationservices/remote-monitoring-and-diagnostics.html 21 http://www.lifetechnologies.com/us/en/home/life-science.html 22 http://www.lifetechnologies.com/us/en/home/industrial.html 23 http://www.lifetechnologies.com/us/en/home/clinical.html 24 “Life Technologies Corporation” GlobalData - SWOT Analysis (10/8/2013) 25 Ibid; Additional awards are listed at http://www.lifetechnologies.com/us/en/home/about-us/awardsrecognition.html 26 “Life Technologies Corporation” GlobalData - SWOT Analysis (10/8/2013) EDC VC, 1601 Carmen Drive #215 Camarillo, Ca 93015. 805.384.1800 www.edc-vc.com 4|Page o 27 Invitrogen (predecessor of Life Technologies) and Applied Biosystems – This merger “enabled the company to provide a diversified portfolio of products with a wide geographical presence.” o Acquisitions of Zymed, Caltag, Dynal, Matrix MicroScience and Biosource – These acquisitions “enhanced its ability to offer new technologies and products at a greater frequency.” o Additional Acquisitions Advanced Microscopy Group (AMG) (11/2012) Compendia Bioscience (10/2012) Pinpoint Genomics (7/2012) Navigenics, Inc. (7/2012) Matrix MicroScience Ion Torrent GeneArt AG, BioTrove, Inc. CellzDirect Inc. Caltag Laboratories (Caltag) Cascade Biologics, Inc. Genomed GmbH Visigen Biotechnologies, Inc. Sentigen Holding Corp. Dynal Biotech Holding AS (Dynal) Xcyte Therapies, Inc. (Xcyte) BioSource International, Inc. (BioSource) Zymed Laboratories, Inc. (Zymed). Collaboration Agreements27 o VelaDx (10/2012) – “develop and market next generation sequencing-based IVD tests on the Ion Personal Genome Machine (PGM) platform.” o Bristol-Myers Squibb Company (9/2012) – master development of current and future companion diagnostics projects. o Sino Biological Inc. (8/2012) – “worldwide distribution of Sino Biological's wide portfolio of recombinant proteins, antibodies and ELISA kits through its efficient network of global distribution channels.” o Structural Genomics Consortium (SGC) (7/2012) – “generate a set of quality epigenetic recombinant antibodies to be used in disease-related research.” o iPS Academia Japan (7/2012) – Licensing agreement for the induced pluripotent stem (iPS) cell patent portfolio. o Cellular Dynamics International (CDI) (6/2012) – “commercialization of novel stem cell technologies worldwide.” o OpGen, Inc. (5/2012) – “jointly develop systems, technologies, and applications aimed at improving the management and surveillance of microbial outbreaks in the public health and infectious disease markets.” o DaAn Gene (1/2012) – “form a joint venture, Life Technologies DaAn Diagnostics, and conduct diagnostic business in China” Ibid EDC VC, 1601 Carmen Drive #215 Camarillo, Ca 93015. 805.384.1800 www.edc-vc.com 5|Page Expansions o In March of 2013 the company announced plans to “invest $18 million in a multi-phase plan to expand its facility in Pleasanton, Calif., where it will implement Current Good Manufacturing Practice (cGMP) capabilities for its genetic analysis products. The project, which executes against Life's roadmap to broaden its offerings in the growing molecular diagnostics market, will break ground in the second quarter of 2013. The expanded facility will provide accessibility for customers on a global scale and enable more efficient business continuity planning.”28 Publications o Press Releases29 Event Participation30 o Barclays Global Healthcare Conference o Leerink Swann Global Healthcare Conference o JP Morgan 2013 Healthcare Conference o UBS Global Life Sciences Conference Training o Webinars31 o Events32 o Application and Instrument Training33 Social Media – Social Hub34 o Twitter35 o Facebook36 o YouTube37 o LinkedIn38 28 “Life Technologies to Invest $18 Million in Facility Expansion and Current Good Manufacturing Practice Compliance Plan.” Benzinga.com (3/28/2013) 29 https://ir.lifetechnologies.com/releases.cfm 30 There are not an upcoming events listed. I have provided past events for 2013 and 2012. https://ir.lifetechnologies.com/events.cfm 31 http://www.lifetechnologies.com/us/en/home/support/webinars.html 32 http://www.lifetechnologies.com/us/en/home/technical-resources/events.html 33 http://www.lifetechnologies.com/us/en/home/support/application-and-instrument-training-courses.html 34 http://www.lifetechnologies.com/us/en/home/clinical.html 35 https://twitter.com/LIFECorporation 36 https://www.facebook.com/LifeTechnologies?ref=stream&hc_location=stream 37 http://www.youtube.com/user/LifeTechnologiesCorp?feature=watch 38 http://www.linkedin.com/company/life_technologies EDC VC, 1601 Carmen Drive #215 Camarillo, Ca 93015. 805.384.1800 www.edc-vc.com 6|Page