Overview

We help you create, launch, and grow high impact education organizations, projects,
and programs that are innovative, scalable, and sustainable.

Educa0on Sector

Investor Services

Page 1

Founded in 1988, Landmark Consul0ng Group helps

create, launch, and grow high impact educa0on
organiza0ons, projects, and programs that are of high
quality, innova0ve, sustainable, and scalable.

Belief. We believe that every child should and can

Who we are

have access to an amazingly great school in every

neighborhood that will enable them to succeed.

Passion. Our passion and life's work is to bring

transforma0ve solu0ons in educa0on and communi0es

to scale.

Results. Our clients have created or transformed

1,100 schools, have impacted the lives of over 360,000
students, raised over $300 million in philanthropic
support, and provided guidance to over $500 million in
investments.

We have worked and supported more high
performance 21st century school models/designs and
school networks/franchises than almost any one
organiza0on in the world.

Page 2

Investor Support Services for Educa0on Sector

Landmark has provided ac0ve guidance to support

over $500 million in investments, $300 million in
insurance premiums, and $300 million in philanthropic
funding into the educa0on sector.

Support provided to investor clients on a retainer and/
or percentage of transac0on basis includes:

q Development and implementa0on of underwri0ng
methodology and systems to develop the investors
special compe00ve understanding of the market
opportuni0es and risks.
q New investment underwri0ng support and due
diligence.
q PorYolio evalua0on for opportunity and risks for
exis0ng investments.
q Development of investment candidate pipeline of
the best opportuni0es and risks.

Notable clients include: EPR Proper0es (NYSE: EPR), Bill
& Melinda Gates Founda0on, Arthur J. Gallagher & Co,
Alliant Insurance Services, Inc, and Walton Family
Founda0on.

Page 3

Landmarks Educa0on Sector Insight

For over 20 years, Landmark has developed exper0se

and proprietary insight about the educa0on

market through its work:

q Developing the franchise systems of over a half-
dozen 21st century school designs resul0ng in over
300 high performing schools.
q Crea0ng trade associa0ons and created support
services that resulted in the crea0on of over 700
schools charter schools.
q Underwri0ng for real estate investment, insurance,
or philanthropic funding transac0ons for over 2000
schools.
q Performing direct on-site school inspec0ons and
due-diligence visits to over 1000 individual schools.
q Bringing new investment groups and service
providers represen0ng nearly $1 billion in
investment and value of services into the educa0on
sector that had lifle prior experience in the sector.






Page 4

 Investor Services Overview

Market Strategy

Due Diligence and

Underwri0ng Support

PorYolio Evalua0on
and Risk Assessment

Review investment goals and product

design. Analyze alignment to educa0on
space market opportuni0es.

Provide guidance about eec0ve strategies
for educa0on market development,
necessary opera0onal/support structures,
and risk management/mi0ga0on.

3-Tier proprietary underwri0ng

methodology used to evaluate poten0al
school investments across 5 dimensions of
school quality.

For other educa0on sector investments, we
assess the viability of proposed business
plans (team, market, execu0on, and risk.)



Iden0ca0on of macro level external
environment risks and opportuni0es that
may have impact on investor porYolio.

Provide evalua0on and risk assessment for
specic investments based on changes in
external risks (market, poli0cal, regulatory)
and internal risks.



Page 5

Due Diligence/Underwri0ng Support

Tier 1
Preliminary School
Review

Tier 2
Material Risk Review

Using public documents and proprietary

informa0on sources, provide a review and analysis
to surface material risk indicators across 5
dimensions of quality. No direct school contact.
This can be used to screen early investment
opportuni0es.

Turnaround: 24-48 hours




As needed based on risk indicators


As
needed, based on material risk indicators
iden0ed in Tier 1, the investor selects which ones
to perform a further due diligence. May include
limited school contact as permissible. This could
be used to pre-qualify poten0al investment deals.

Turnaround: 1-3 business days






Pre-escrow or escrow

Tier 3
Deep Due Diligence

Due diligence is completed using site visits,

classroom observa0ons, board and team
interviews.

Turnaround: 1-2 weeks







Page 6

Evalua0on of 5 Dimensions of Quality

Culture&and&
Academics&

External&
Stakeholder&
and&Parent&
Rela<onships&

Opera<onal&
Eec<veness&
and&
Compliance&

School&
Quality&

Human&
Capital&and&
Leadership&

Financial&
Soundness&
and&Integrity&

Page 7

 School Services Overview

School Franchise
Development &
Growth

School Quality
Improvement
Evalua0on and Plans

21st Century School

Design and Teacher/
Leader Development

Guidance on the crea0on of school

franchise systems and strategic growth
plans to enable strong school designs to
replicate quickly with delity and high
quality results.

Landmark has helped develop franchises
that have created over 600 schools.

Evalua0on of school performance and

development of plans and strategies that
will signicantly improve results.

Landmark has provided evalua0on to
hundreds of schools and helped to direct
turnaround of dozens.

21st century school design sessions and

study visits along with teacher and school
leader professional development to create
and/or implement leading designs.

Landmark leads the eld in 21st century
school designs with nearly 100% gradua0on
rates.

Page 8

Page 9

Example Results

Prole: Ted Fujimoto

Ted Fujimoto, President

Ted Fujimoto is President of Landmark Consul0ng Group, Inc., a
management and investment consultancy for scaling innova0ons in
learning. Clients include some of the most prominent founda0ons,
investors and innovators that span across educa0on, media,
entertainment, technology, distribu0on, content, energy and real
estate. Ted helped to design and create the replica0on systems and
strategy for several of the largest scalable, fastest growing, highest
performing public school designs in the country that created over 350
schools, including New Tech Network and Big Picture Learning. Big
Picture Learning, public schools located in some of the toughest urban
areas in America, are gradua0ng over 95% of their students of which
nearly 100% are being accepted to college. The New Tech Network has
created over 130 public schools and is opening 30 to 40 new schools
per year. President Obama recently visited one of these schools:
Manor, thats what every school should be. Thats what our country
should be.

Ted currently serves as Chairman of the Supervisory Commifee at the
California Credit Union, a $1.2 billion credit union. He is co-founder of
MuzArt World Founda0on and co-chairs the Right to Succeed
Founda0on, a non-prot focused on transforming public educa0on
through the crea0on of at least 6,000 American Dream Schools within
the next 10 years.

Early in his career, he was partner in the consul0ng rm that developed
the retail concept for the Saturn automobile brand and re-engineered
the retail networks of 11 automo0ve and hospitality brands. He also
created a na0onal commercial insurance cap0ve that insures over 1000
schools.

He has served on the California Educa0on Technology Advisory
Commifee, received the 2002 Center for Digital Government "In the
Arena Award for Educa0on Leadership in transforming vision to
reality, and in Converge Magazines "1999 Year in Review, Ted was
named one of "Educa0ons Dreamers, Leaders and Innovators."

Page 10

Prole: John C. Guerra, Jr.

John C. Guerra, Jr., Partner

Recognized by Hispanic business magazine as one of the 100 most
inuen0al Hispanics in the United States, John has long been ac0ve in
the community. Born in Corpus Chris0, Texas, John afended schools in
San Antonio, Texas and received his degree and cer0ca0on in Special
Educa0on from Texas A&I Kingsville. He then spent the next few years
teaching and working with mentally and physically challenged children
and adults.

John began his AT&T career in telecommunica0ons and informa0on
management in San Antonio, Texas. During his tenure with AT&T, he
worked throughout the United States, La0n America and Asia. His 29
years of experience included product development, product
management, sales, marke0ng, training and development, back oce
opera0ons, systems management, public rela0ons, public policy and
interna0onal market development. While with AT&T, he received his
execu0ve MBA training from NSEAD in France. He also played a key
role in AT&Ts philanthropic ac0vity serving as a trustee on the AT&T
Founda0on.

John has served on numerous boards including the YMCA, Hispanic
Associa0on of Colleges and Universi0es, Texas Associa0on of Mexican
American Chamber of Commerce (TAMACC), World Aairs Council,
Univ. of Tex. Pan Am Founda0on and the Texas Business Hall of Fame.
He received the rst Life0me Achievement Award from HISPA (the
AT&T Hispanic employees assoc.) and the Chairmans Leadership
Award from TAMACC. In addi0on to his professional and civic
achievements, John has been par0cularly recognized for his
presenta0ons on success and leadership, featured in both TV and radio
commercials, lectured at various school systems and major universi0es;
served as a prac00oner-lecturer on interna0onal marke0ng at the
University of Georgia and a featured speaker at domes0c and
interna0onal forums such as the Summit of the Americas, the Wall
Street Journals conference on La0n America, Hispanic Business CEO
roundtable, the Hispanic Police Commanders Associa0on Conference
and the Associa0on of College and University Business Ocers.

Page 11

Prole: Adalberto AL Andino

Adalberto AL Andino, Senior Consultant

ExecuAve EducaAon and Performance

Adalberto Al Andino has built a 100-plus school network that

featured culturally and linguis0cally diverse curricula and instruc0on,
professional development for teachers and administrators and
research-based assessment protocols for La Raza community charter
schools and Early College High School Ini0a0ve. He was founding
Execu0ve Director for the Bill & Melinda Gates Founda0ons Millennium
Scholars Ini0a0ve where he developed, implemented and managed a
mul0-billion dollar program to increase the number of low-income
minori0es comple0ng college degrees and graduate programs. As Vice
President for Strategy and Development at Jobs for the Future, he
worked directly with the CEO/President to innovate organiza0onal
performance improvement and successful fundraising strategies.

Page 12

Page 13

School Franchises and Networks

Investor and Other Sector Supports

Contact

E. Ted Fujimoto
President

TedF@ConsultLandmark.org
+1-916-769-2417

www.ConsultLandmark.org