2019 ACG LA BUSINESS CONFERENCE

PRESENTED BY

BEVERLY HILTON HOTEL

SEPTEMBER 17-18, 2019

2019 ACG LA BUSINESSCONFERENCE

Investor Profile Report

PRESENTED BY

®

Alaris Royalty Investor type: PE/Buyout | Year founded: 2003

Alaris Royalty is an investment firm that specializes in non-control equity investments and provides permanent equity capital to companies. It seeks to generate returns in the form of preferred equity dividend distributions from its portfolio companies rather than relying on an exit strategy. The firm is based in Calgary, Alberta and was founded in 2003.

Contact

Suite 250

333 24th Avenue South West

Calgary, Alberta T2S 3E6

Canada

+1 (403) 228-0873

Primary contact

Devin Timberlake Vice President of Business Development [email protected]

+1 (403) 221-7302

General statistics

Active private equity investments Total private equity investments Target

EBITDA Preferred Investment amount

18 48 $2M-$31M $4M-$77M

Recently closed investments

Name Deal type Deal date

GlobalWide Media Buyout/LBO (MBO) Nov-2018

PDS Buyout/LBO (Add-on) Sep-2018

Sono Bello PE Growth/Expansion Sep-2018

A2U Buyout/LBO (Add-on) Jun-2018

Fleet Advantage PE Growth/Expansion Jun-2018

All investments by industry

50.0%15.6%

18.8%12.5%

3.1%

Business Products and Services (B2B)

Consumer Products and Services (B2C)

Healthcare

Information Technology

Materials and Resources

2

Align Capital Partners Investor type: PE/Buyout | Year founded: 2016

Align Capital Partners is a growth-oriented private equity firm that focuses on control investments in lower middle market B2B companies operating in the manufacturing, technology, healthcare, energy and business services sectors. The firm was founded in 2016 and is headquartered in Beachwood, Ohio and Dallas, Texas.

Contact

3811 Turtle Creek Boulevard

Suite 1010

Dallas, TX 75219

United States

Primary contact

Kathryn Noggle Director of Business Development [email protected]

+1 (216) 505-6463

General statistics

Assets under management

Active private equity investments

Total private equity investments

Target revenue

Target EBITDA

Preferred Investment amount

$327M 7 15 $20M-$100M $3M-$10M $10M-$30M



E Source Buyout/LBO Jun-2019

BalticBerg Consulting Buyout/LBO (Add-on) Jun-2019

Fireguard Buyout/LBO (Add-on) Apr-2019

APEL International Buyout/LBO (Add-on) Mar-2019

Milton Manufacturing (Canada) Buyout/LBO (Add-on) Feb-2019

Most recent closed fund

Align Capital Partners I

Type: Buyout

Size: $327M

Vintage: 2016


88.2%5.9%5.9%


Energy


3

Alpine Investors Investor type: PE/Buyout | Year founded: 2001

Alpine Investors is a private equity investment firm that focuses investment in businesses in the United States and Canada operating in the software and services sectors, with a growing healthcare portfolio. The firm was founded in 2001 and is based in San Francisco, California.

Contact

One California Street

Suite 2900

San Francisco, CA 94111

United States

+1 (415) 392-9100

Primary contact

Ajeet Gautam Executive, Investing [email protected]

+1 (415) 591-1322

General statistics




Target revenue

Target EBITDA


$1.3B 29 97 $10M-$100M $1M-$30M $10M-$300M



Frank Gay Services Buyout/LBO (Add-on) Jul-2019

Apex Service Partners Platform Creation Jul-2019

Best Home Services Buyout/LBO (Add-on) Jul-2019

Northeast Ohio Eye Surgeons PE Growth/Expansion Jun-2019

Circle of Life Home Care Anishinaabe Buyout/LBO (Add-on) May-2019


Alpine Investors VI

Type: Buyout

Size: $532M

Vintage: 2017


18.6%12.9%

5.7%21.4%

41.4%



Financial Services

Healthcare


4

Ardenton Capital Investor type: PE/Buyout | Year founded: 2009

Founded in 2009, Ardenton Capital is a permanent private equity corporation based in Vancouver, Canada. Focused on meaningful partnerships with incumbent management and long-term growth, the firm seeks to make control investments in good businesses with a commitment to making them great. Ardenton is generally industry agnostic although typically avoids resource extraction, real estate, disruptive technologies, and turnarounds.

HQ Contact

1021 West Hastings Street

Suite 2400

Vancouver, British Columbia V6E 0C3

Canada

+1 (833) 416-1490

Los Angeles Contact

Phil Leathers Vice President, Private Equity [email protected]

(310) 625-7695

General statistics



Target revenue

Target EBITDA Typical Equity Check Size

12 15 $15M-$150M $3M-$15M $10M-$30M



Food Innovations Baking Group Buyout/LBO Jun-2019

Budget Greeting Cards Buyout/LBO Mar-2019

Shaftec Automotive Components PE Growth/Expansion Dec-2018

PP Control & Automation Buyout/LBO (MBO) Jul-2018

Achieve 1 PE Growth/Expansion Mar-2018


75.0%6.3%

12.5%6.3%





5

mailto:[email protected]

Argosy Private Equity Investor type: PE/Buyout | Year founded: 1990

Argosy Private Equity is a private equity firm that prefers to invest in engineered materials, tech-enabled services, business franchising, aviation services, commercial services, manufacturing and industrial sectors. The firm was founded in 1990 and is based in Wayne, Pennsylvania.

Contact

950 West Valley Road

Suite 2900

Wayne, PA 19087-1845

United States

+1 (610) 971-9685

Primary contact

Keven Shanahan Partner [email protected]

+1 (610) 971-9685

General statistics




Target revenue

Target EBITDA


$497M 34 191 $15M-$100M $3M-$9M $5M-$20M



Copperfield Chimney Supply Buyout/LBO (Add-on) Jan-2019

DSI Logistics Buyout/LBO Jan-2019

All Points Equipment Buyout/LBO (Add-on) Dec-2018

Capewell Aerial Systems Buyout/LBO (Secondary)

Sep-2018

ECS Environmental Solutions Buyout/LBO Sep-2018


Argosy Investment Partners V

Type: Buyout

Size: $300M

Vintage: 2014


54.1%18.0%

4.9%3.3%

1.6%13.1%

4.9%



Energy

Financial Services

Healthcare



6

Aterian Investment Partners Investor type: PE/Buyout | Year founded: 2009

Founded in 2009, Aterian Investment Partners is a private investment firm that invests in strategically viable businesses with strong market positions, proven franchises and opportunities for performance enhancement. The firm looks to make control investments in small-to-medium sized companies operating in manufacturing, general industrial, distribution, chemicals & commodities, metals & mining, consumer products & retail and energy services industries. It targets unique situations, including corporate carve-outs, family partnerships, underperformers and turnarounds and looks to provide sellers with "no financing-out" transactions, ensuring speed and certainty of closing.

Contact

11 East 44th Street

Suite 1803

New York, NY 10017

United States

Primary contact

Christian Remmel Vice President & Head of Business Development [email protected]

+1 (212) 897-2887

General statistics

Assets under management Active private equity investments Total private equity investments Target

revenue

$715M 10 18 $25M-$500M



Pioneer Metal Finishing Buyout/LBO (Secondary) Jul-2018

Albany Industries Buyout/LBO (Add-on) Jun-2018

Vander-Bend Manufacturing Buyout/LBO May-2018

Standard Furniture Buyout/LBO Aug-2017

NeoGraf Solutions Buyout/LBO Jul-2017


Aterian Investment Partners III

Type:

Restructuring/Turnaround

Size: $350M

Vintage: 2018


46.2%30.8%

7.7%15.4%



Energy


7

Atlantic Street Capital Investor type: PE/Buyout | Year founded: 2006

Atlantic Street Capital Management is a private equity firm which seeks to invest primarily in companies operating in the healthcare, multi-unit retail, franchising, consumer products and services, and business services sectors. The firm was founded in 2006 and is based in Stamford, Connecticut.

Contact

281 Tresser Boulevard

6th Floor - Suite 601

Stamford, CT 06901

United States

+1 (203) 428-3158

Primary contact

Grant Marcks Vice President & Head of Business Development [email protected]

+1 (203) 428-3152

General statistics




Target revenue

Target EBITDA


$433M 15 46 $15M-$150M $4M-$15M $15M-$40M



Ophthalmic Instruments & Consulting Buyout/LBO (Add-on) Jul-2019

Dr. Michael Tuder & Associates Buyout/LBO Jun-2019

Touchtown Buyout/LBO (Add-on) Mar-2019

Marco Ophthalmic Buyout/LBO (Add-on) Feb-2019

United Veterinary Care Buyout/LBO Jan-2019


Atlantic Street Capital III

Type: Buyout

Size: $211M

Vintage: 2016


14.3%38.1%

4.8%23.8%

19.0%



Financial Services

Healthcare


8

Branford Castle Partners Investor type: PE/Buyout | Year founded: 1986

Branford Castle Partners is a private equity firm, which seeks to make control-oriented investments in small to medium-sized private companies. It prefers to invest in the consumer products, services, industrial, manufacturing, value-added commercial distribution, business services, marine products and service sectors. The firm is based in New York, New York and was founded in 1986.

Contact

150 East 58th Street

37th Floor

New York, NY 10155

United States

+1 (212) 317-2004

Primary contact

Eric Korsten Managing Director [email protected]

+1 (212) 317-2219

General statistics




Target revenue

Target EBITDA


$117M 7 31 $5M-$100M $2M-$15M $5M-$40M



ABC Industries Buyout/LBO Aug-2019

Tara Spa Therapy Buyout/LBO (Add-on) Apr-2019

XiTRON Technologies Buyout/LBO (Add-on) Oct-2018

Diamond Surface (Rumble Strip Division)

Buyout/LBO (Add-on) Jun-2018

Drew Foam Companies Buyout/LBO (Secondary)

May-2018


The Branford Castle Fund

Type: Buyout

Size: $117M

Vintage: 2016


53.3%20.0%

6.7%13.3%

6.7%



Healthcare



9

Bertram Capital Management Investor type: PE/Buyout | Year founded: 2006

Bertram Capital Management is a private equity firm that seeks to invest in lower middle-market companies operating in the business services, consumer, industrial, manufacturing and technology sectors. The firm was founded in 2006 and is based in Foster City, California.

Contact

950 Tower Lane

Suite 1000

Foster City, CA 94402

United States

+1 (650) 358-5000

Primary contact

Sean Houseworth Senior Associate [email protected]

General statistics




Target revenue

Target EBITDA


$1.4B 14 69 $20M-$250M $5M-$35M $25M-$100M



Lifeshare Technologies Buyout/LBO (Add-on) Jul-2019

Media Distribution Solutions Buyout/LBO (Add-on) Jun-2019

Perennials and Sutherland Buyout/LBO (Secondary)

Jan-2019

Flow Control Group Buyout/LBO (MBO) Jan-2019

S&P Communications Buyout/LBO (Add-on) Jan-2019


Bertram Growth Capital III

Type: Buyout

Size: $500M

Vintage: 2018


52.5%23.7%

22.0%1.7%





10

Bessemer Investment Partners Investor type: PE/Buyout

Bessemer Investment Partners is an investment firm that partners with middle-market businesses to drive growth and create value. We differentiate ourselves by combining the support of a family capital base with a team of experienced private equity professionals. This platform offers unique solutions to our partners and the flexibility to maximize long-term value. The firm prefers to invest in the industrials, business services, and consumer sectors.

Contact

630 Fifth Avenue

27th Floor

New York, NY 10111

United States

+1 (212) 708-9200

Primary contact

Andrew Mendelsohn Principal

General statistics



4 7 $10M-$50M $40M-$100M+



ProHost USA Buyout/LBO (Add-on) Apr-2019

MAS Restaurant Group Buyout/LBO Nov-2018

American Hole 'n One Buyout/LBO (Add-on) Dec-2017

ReSource Pro Buyout/LBO Oct-2015

Distinguished Programs Buyout/LBO Oct-2015


50.0%16.7%

33.3%



Financial Services

11

Blue Point Capital Partners Investor type: PE/Buyout | Year founded: 2000

Founded in 2000, Blue Point Capital Partners is a private equity firm based in Cleveland, Ohio. The firm seeks to invest in the manufacturing, business services, consumer and value-added distribution sectors.

Contact

127 Public Square

Suite 5100

Cleveland, OH 44114

United States

+1 (216) 535-4700

Primary contact

Megan Kneipp Head of Business Development [email protected]

+1 (216) 535-4690

General statistics




Target revenue

Target EBITDA


$1.3B 16 119 $20M-$300M $5M-$40M $25M-$150M



Duckwater Services Buyout/LBO (Add-on) Jul-2019

Frac-N-Vac Tanks Buyout/LBO (Add-on) Jul-2019

TAS Environmental Buyout/LBO May-2019

W.A. Kendall Buyout/LBO Dec-2018

Eye Care & Cure Buyout/LBO (Add-on) Nov-2018


Blue Point Capital Partners IV

Type: Buyout

Size: $731M

Vintage: 2018


54.5%29.1%

5.5%1.8%

9.1%



Healthcare



12

Breakwater Management LP Investor type: Direct Lending | Year founded: 2008

Breakwater Management LP is an investment firm that specializes in providing direct loans and growth equity to owner-entrepreneurs and sponsor-backed businesses in the lower middle market. The firm's investment objective is to generate both current income and capital appreciation through secured debt investments accompanied with equity participation rights, primarily in growth-oriented companies across a variety of industries. It is based in Los Angeles, California and was established in 2008.

Contact

1999 Avenue of the Stars

Suite 1150

Los Angeles, CA 90067

United States

+1 (424) 777-4000

Primary contact

Darrick Geant Partner & Investment Committee Member [email protected]

+1 (424) 777-4020

General statistics


Active portfolio investments

Total portfolio investments

Target revenue

Target EBITDA


NA 11 23 $20M-$200M $5M-$25M $10M-$60M



Apex Linen Direct Lending Jun-2019

Brown & Settle Direct Lending Feb-2019

Veggie Grill Direct Lending (Add-on) Jan-2019

Madera Group Direct Lending Sep-2018

All investments by industry (Fund I – 2Q 2019)

22.5%20.1%

14.1%12.9%

12.2%10.7%

6.6%1.0%

Specialty Retail

Healthcare

Restaurants

Insurance/Financial Services

Business Services

Consumer Products

Industrials

Building Products

13

Target EBITDA

Target transaction amount

$10M-$75M $10M-$75M

Brightwood Capital Advisors Service provider type: Lender | Year founded: 2010

Brightwood Capital Advisors, LLC provides non-dilutive, growth capital to family and founder-owned US businesses by providing debt and equity to US based companies with EBITDA of $10 million to $75 million. Importantly, our borrowers are treated as partners with access to Brightwood’s value-add services and community of advisers.

Founded in 2010, Brightwood currently has over $4 billion of assets under management and over 50 employees in New York, Chicago, Los Angeles Atlanta, Dallas, and Philadelphia making the firm one of the leading middle market direct lending platforms.

Brightwood manages capital on behalf of individual retirees, public pension funds and other investors interested in supporting domestic job growth. Brightwood oversees two Small Business Investment Company (SBIC) vehicles and several Limited Partnerships. All Brightwood managed funds possess flexibility to invest in both debt and equity structures (e.g. unitranche, senior secured, second lien and subordinated debt, preferred stock and equity).

Brightwood provides capital solutions in five core areas: Technology & Telecommunications, Healthcare Services, Business Services, Transportation & Logistics and Franchising.

General statistics

Contact

100 Crescent Court

Suite 700

Dallas, TX 75201

United States

+1 (214) 463-2963

Primary contact

Christopher Mosley [email protected] +1 (214) 463-2963

14


BBH Capital Partners Investor type: PE/Buyout | Year founded: 1989

BBH Capital Partners (“BBHCP”) is a private equity fund sponsored by Brown Brothers Harriman & Co. that provides highly customized capital solutions to lower middle market companies in the following sectors: (i)healthcare; (ii) technology, media, andtelecommunications; and (iii) business products andservice.

Contact

140 Broadway

16th Floor

New York, NY 10005

United States

+1 (212) 483-1818

Primary contact

Alice Birnbaum

[email protected]

General statistics



Total private equity investments Enterprise Value Target

EBITDA Preferred

Investment amount

$1.95B 14 62 Up to $500M

$5M-$30M $15M-$125M



700 Valve Supply Buyout/LBO May-2019

Bradford Airport Logistics PE Growth/Expansion Jan-2019

Ethos Veterinary Health PE Growth/Expansion Dec-2018


BBHCP Opportunities Fund, L.P.

Type: Buyout

Size: $250M

Vintage: 2018


40.3%

32.0%

27.7%


Healthcare

Technology, Media, Telecom

15

Bunker Hill Capital Investor type: PE/Buyout | Year founded: 2004

Bunker Hill Capital is a private equity firm that seeks to make control investments in lower middle market companies within the industrial products, business services and consumer products sectors. The firm was established in 2004 and has offices in Boston, Massachusetts and San Diego, California.

Contact

16 Laurel Avenue, Suite 10

Wellesley Hills, MA 02481

United States

+1 (617) 720-4030

Primary contact

Brian Kinsman Co-Founder & Managing Partner [email protected]

+1 (858) 793-4560

General statistics




Target revenue

Target EBITDA


$288M 7 22 $25M-$250M $5M-$20M $5M-$40M



Brasch Manufacturing Buyout/LBO (Add-on) Feb-2019

Critical Tattoo Supply Buyout/LBO (Add-on) Jan-2017

Kingpin Tattoo Supply Buyout/LBO (Add-on) May-2016

Nexus Brands Group Buyout/LBO (MBO) Nov-2015

Taos Mountain Buyout/LBO (MBO) Aug-2015


Bunker Hill Capital II

Type: Buyout

Size: $200M

Vintage: 2010


41.7%25.0%

8.3%8.3%

16.7%



Financial Services

Healthcare


16

CapitalSpring Investor type: PE/Buyout | Year founded: 2005

CapitalSpring is a private investment firm dedicated to the branded restaurant sector. The firm supports the management team and operations in acquisition, new development, recapitalization and other complex situations. It targets investments in uni-tranche or structured debt, partnership equity and other capital solutions. It's areas of interest includes franchisees and franchisors, independent concepts, businesses serving the restaurant end-markets and real estate opportunities. The firm was founded in 2005 and is based in Nashville, Tennessee.

Contact

3100 West End Avenue

Suite 940

Nashville, TN 37203

United States

+1 (212) 981-0140

Primary contact

Richard Fitzgerald Co-Founder, Investment Committee Member & Managing Partner [email protected]

+1 (212) 981-0155

General statistics




Target EBITDA


$1.2B 4 7 $2M $10M-$100M



Panera Bread (38 Cafes in Colorado) Buyout/LBO May-2018

Buddy's Pizza Buyout/LBO (MBO) Jan-2018

Beef O' Brady's and The Brass Tap Buyout/LBO (Secondary)

Jun-2017

Shari's Restaurants Buyout/LBO (Secondary)

Sep-2016

Norm's Restaurant Buyout/LBO (MBI) Jan-2015


CapitalSpring SBIC

Type: Mezzanine

Vintage: 2012


14.3%85.7%



17

Center Rock Capital Partners Investor type: PE/Buyout | Year founded: 2017

Center Rock Capital Partners is a private equity firm that seeks to invest in companies middle-market industrial companies headquartered in North America. The firm prefers to do management buyouts, corporate divestitures and carve-outs, negotiated cooperative transactions, recapitalizations, under-performing businesses, restructurings and bankruptcies, asset purchases, single factories or lines of business and secondary debt purchases type of investments in companies operating in the industrial manufacturing, industrial services and industrial distribution sectors. It was founded in 2017 and has offices in Chicago, Illinois and Bloomfield Hills, Michigan.

Contact

39400 Woodward AvenueSuite 240

Bloomfield Hills, MI 48304

United States

+1 (248) 532-0200

Primary contact

Arun Laxmanan Principal [email protected]

+1 ( (248) 532-0081

General statistics

Target revenue Target EBITDA Preferred Investment amount

$25M-$500M Up to $50M, including negative EBITDA $10M-$75M+

18

Centerfield Capital Partners Investor type: Mezzanine | Year founded: 1998

Centerfield Capital Partners is a private equity investment firm that specializes in providing mezzanine and equity financing to lower middle market companies. The firm prefers to invest in companies operating in the manufacturing, business, consumer service, consumer product, aerospace, distribution, healthcare and specialty chemical sectors. The firm was founded in 1998 and is based in Indianapolis, Indiana.

Contact

10 West Market Street

3000 Market Tower

Indianapolis, IN 46204

United States

+1 (317) 237-2323

Primary contact

Troy Clark Director of Business Development [email protected]

+1 (317) 237-2323

General statistics




Target revenue

Target EBITDA


$597M 24 89 $15M-$100M $4M-$15M $7M-$35M



Wellborn Forest Products Buyout/LBO (Secondary)

Nov-2018

EMPI (Anaheim) Buyout/LBO Oct-2018

Pure Wafer Buyout/LBO Aug-2018

Indigo Wild Buyout/LBO Aug-2018

Cibus Fresh Buyout/LBO (Add-on) Jul-2018


Centerfield Capital Partners IV

Type: Mezzanine

Size: $335M

Vintage: 2017


45.5%27.3%

2.3%2.3%

9.1%6.8%6.8%



Energy

Financial Services

Healthcare



19

CenterOak Partners Investor type: PE/Buyout | Year founded: 2014

CenterOak Partners is a Dallas, Texas-based private equity investment firm that focuses on control-oriented investments in middle-market companies operating in the industrial growth, consumer and business services sectors. It was founded in 2014 and specializes in identifying investment opportunities within niche segments of key industry sectors given above.

Contact

100 Crescent Court

Suite 1700

Dallas, TX 75201

United States

+1 (214) 301-4201

Primary contact

Carrie Calhoun Vice President, Business Development & Investor Relations [email protected]

+1 (214) 301-4224

General statistics




Target EBITDA


$420M 7 24 $5M-$35M $20M-$100M



Service Champions Buyout/LBO (Add-on) May-2019

Apple Auto Glass Buyout/LBO (Add-on) Mar-2019

Moore Home Services Buyout/LBO Mar-2019

Metal Finishing Systems Buyout/LBO (Add-on) Feb-2019

S.O.T. Abrasives & Equipment Buyout/LBO (Add-on) Dec-2018


CenterOak Equity Fund I

Type: Buyout

Size: $420M

Vintage: 2015


40.5%43.2%

8.1%8.1%



Financial Services


20

Data sourced from the PitchBook Platform, the financial information technology trusted by leading investors, companies and advisors. To update your profile on our Platform, please visit www.pitchbook.com/request-your-pitchbook-profile

Century Park Capital Partners Investor type: PE/Buyout | Year founded: 2000

Century Park Capital Partners is a Los Angeles-based private equity firm established in 2000 that invests in family businesses, owner-operated companies and corporate divestitures with the purpose of accelerating their growth. We specialize in acquiring strategically well-positioned yet under-resourced middle market companies with identifiable potential for value creation through the addition of critical resources. We leverage our team of operating executives, the Century Park Executive Council, to invest in companies within their particular domain expertise, and then further support our investments with proven operational and strategic initiatives including buy-and-build acquisition programs, process improvement plans and infrastructure additions.

Contact

2101 Rosecrans Avenue

Suite 4275

El Segundo, CA 90245

United States

+1 (310) 867-2210

Primary contact

Matthew Minnaugh Director of Business Development [email protected]

+1 (310) 867-2216

General statistics




Target revenue

Target EBITDA


$423M 4 64 $20M-$100M $3M-$15M $10M-$40M



MCCi Buyout/LBO (MBO) Jan-2019

Carver Industries Buyout/LBO (Add-on) Oct-2018

Marathon Seat Covers Buyout/LBO (Add-on) Aug-2018

Dominion Youth Services Buyout/LBO Jul-2018

GT Covers Buyout/LBO (Add-on) Sep-2017


Century Park Growth Fund & SPV Investments

Type: Buyout

Size: $90M

Vintage: 2015


35.3%41.2%

11.8%5.9%5.9%



Healthcare



Chatham Capital Investor type: Mezzanine | Year founded: 2001

Chatham Capital is a private investment firm that concentrates on lower-middle market companies with sustainable cash flow from operations. The firm is headquartered in Atlanta, Georgia. Chatham provides debt and equity financing to companies throughout North America.

Contact

1230 Peachtree Street North East

Suite 1750

Atlanta, GA 30309

United States

+1 (770) 618-2100

Primary contact

Brian Reynolds Founder and Managing Partner [email protected]

+1 (770) 618-2100

General statistics




Target revenue

Target EBITDA


$1.2B 16 139 $10M-$50M $3M-$20M $5M-$40M



Dream Giveaway Buyout/LBO Aug-2019

Quiznos Buyout/LBO Jun-2018

Muse Paintbar PE Growth/Expansion Nov-2017

Wireless Vision PE Growth/Expansion Sept-2017

Pearl Capital PE Growth/Expansion Jun-2017


Chatham Investment Fund V

Type: Mezzanine

Target Size: $400M

Vintage: 2018


35.3%26.5%

11.8%26.5%



Financial Services


21

CID Capital Investor type: PE/Buyout | Year founded: 2007

Founded in 2007, CID Capital is a private equity firm based in Indianapolis, Indiana. The firm seeks to invest in the consumer products, industrial products, distribution and business services sector.

Contact

10201 North Illinois Street

Suite 200


United States

+1 (317) 818-5030

Primary contact

Adam Bolerjack Vice President, Business Development [email protected]

+1 (317) 708-4863

General statistics




Target revenue

Target EBITDA


$153M 9 35 $10M-$100M $3M-$10M $10M-$20M



Seaga Manufacturing Buyout/LBO (Add-on) Jun-2019

Corvette America Buyout/LBO Feb-2019

Giftcraft Buyout/LBO Jan-2019

ProSource Plumbing Supply Buyout/LBO Jul-2018

Duck Covers Buyout/LBO (Add-on) Apr-2018


CID Capital Opportunity Fund II

Type: Buyout

Size: $153M


23.5%64.7%

5.9%5.9%



Healthcare


22

Clearlake Capital Group Investor type: PE/Buyout | Year founded: 2006

Founded in 2006, Clearlake Capital Group is a private equity firm based in Santa Monica, California. The firm specializes in turnarounds, reorganizations, buyouts, carve-outs, recapitalizations, leveraged finance and divestitures. The firm prefers to invest in small and medium-sized companies operating in the media, technology, industrials, energy and consumer sectors.

Contact

233 Wilshire Boulevard

Suite 800

Santa Monica, CA 90401

United States

+1 (310) 400-8800

Primary contact

General statistics




Target EBITDA


$10B 32 134 $5M-$250M $25M-$500M


Name Deal type

Severe Service Specialists Buyout/LBO (Add-on)

Pitney Bowes’ Software Solutions Business

Buyout/LBO (Add-on)

Digicert Buyout/LBO (Add-on)

Dude Solutions Buyout/LBO (MBO)

Stellar materials Buyout/LBO (Secondary)


Clearlake Opportunities Partners II

Type: Distressed Debt

Size: $1.4B

Vintage: 2019


27.0%14.6%

7.3%2.9%

4.4%38.0%

5.8%



Energy

Financial Services

Healthcare



23

Comvest Partners Investor type: Private Equity & Direct Lending | Year founded: 2000

Comvest Partners is a private investment firm based in West Palm Beach, Florida that provides both equity and debt capital to middle-market companies across North America. The firm prefers to invest in the business services, consumer & retail, healthcare services, industrials, chemicals and transportation & logistics sectors.

Contact

525 Okeechobee Boulevard

Suite 1050

West Palm Beach, FL 33401

United States

+1 (561) 727-2000

Primary contact

Carlos Soto Principal [email protected]

+1 (561) 727-2032

General statistics




Target revenue

Target EBITDA


$3.3B 14 116 $10M-$1B $4M+ $20M-$200M



Rideau Recognition Solutions Buyout/LBO (Add-on) Apr-2019

VanDeMark Chemical Buyout/LBO (Secondary)

Apr-2019

B-Air Buyout/LBO (Add-on) Feb-2019

Sunset Cardiology Buyout/LBO (Add-on) Jan-2019

Coats & Clark Carve-out/LBO (Add-on) Jan-2019


ComVest Investment Partners V

Type: Private Equity

Size: $893M

Vintage: 2015


41.2%31.4%

15.7%5.9%5.9%



Healthcare



24

Corbel Capital Partners Investor type: PE/Buyout | Year founded: 2013

Corbel Capital Partners is a structured debt and equity fund which makes non-control investments in the form of creatively tailored structured debt or equity securities in profitable, lower middle-market businesses. It prefers to invest in the healthcare, consumer and retail, businesses services, aerospace and defense, energy, software and technology sectors. The firm was founded in 2013 and is based in Los Angeles, California.

Contact

11777 San Vicente Boulevard

Suite 777


United States

+1 (310) 299-2490

Primary contact

Jeffrey Schwartz Founder & Managing Partner [email protected]

+1 (310) 442-7011

General statistics




Target EBITDA


$450M 10 15 $2M-$15M $5M-$40M



Baker Computer Services PE Growth/Expansion Oct-2018

Mikada Cabinets PE Growth/Expansion Mar-2018

Northwest Medical Buyout/LBO Mar-2018

USTechSupport PE Growth/Expansion Oct-2017

Brooklyn Brands PE Growth/Expansion Aug-2017


Corbel II

Type: Mezzanine

Size: $350M


26.3%26.3%

5.3%15.8%

21.1%5.3%



Energy

Healthcare



25

CORE Industrial Partners Investor type: PE/Buyout

CORE Industrial Partners is a Chicago, Illinois based private equity investment firm focused on North American lower, middle-market industrial and manufacturing businesses. The firm seeks to invest in aerospace & aviation, automotive & transportation, building & infrastructure products, electrical & power products, food manufacturing, highly engineered components, machinery & equipment, paper & packaging, test measurement & automation, specialty materials, textiles and chemicals.

Contact

200 North LaSalle Street

Suite 2360

Chicago, IL 60601

United States

+1 (312) 566-4882

Primary contact

Adam Miller Vice President, Business Development [email protected]

+1 (312) 566-4887

General statistics



Target revenue

Target EBITDA


2 3 $10M-$200M $3M-$20M $2M-$40M



Midwest Composite Technologies Buyout/LBO Sep-2018

Hayes Manufacturing Services Buyout/LBO (Add-on) Jul-2018

Prototek Sheetmetal Fabrication Buyout/LBO Dec-2017


100.0%Business Products and Services (B2B)

26

Crescent Direct Lending Investor type: Lender/Debt Provider | Year founded: 2005

The Crescent Direct Lending team has provided Senior and Unitranche debt facilities of $25 million to $100 million+ to private equity-backed U.S. lower middle market companies since 2005. Crescent Direct Lending is the direct lending business of Crescent Capital Group, a leading global credit investment manager with $25 billion of assets under management and a 20+ year operation history. Crescent Direct Lending is based in Boston, Massachusetts.

Contact

100 Federal Street

31st Floor

Boston, MA 02110

United States

+1 (617) 854-1500

Primary contact

Scott Carpenter Managing Director [email protected]

+1 (617) 854-1502

General statistics




Target revenue

Target EBITDA


$1.9B 0 0 N/A $5M+ $25M-$100M+



Abode Healthcare –Buyout/LBO Aug 2019

Integrity Marketing Group –Buyout/LBO Aug 2019

Affinitiv Buyout/LBO (Add-on) Aug 2019

Xact Data Buyout/LBO (Add-on) June 2019

Safco Dental Supply Buyout/LBO June 2019


Crescent Direct Lending Levered Fund

Type: Direct Lending

Size: $602M

Vintage: 2014

27

CrowdOut Capital Service provider type: Funding/Crowdfunding Platform | Year founded: 2015

CrowdOut is a debt syndication platform founded in 2015 and based in Austin, Texas. The firm specializes in senior secured, cash flow based term loans to middle market and lower middle market companies from its own balance sheet as well as through a third party partner such as a bank or other purchaser.

Contact

3001 South Lamar Boulevard

Suite A-300

Austin, TX 78704

United States

+1 (512) 900-2646

Primary contact

Brian Gilmore Co-Founder & President [email protected]

+1 (512) 861-7736

General statistics

Total companies serviced (last 5 years)

Target EBITDA


15 $2M+ $4M-$50M

28

CVF Capital Partners Investor type: PE/Buyout | Year founded: 2005

CVF Capital Partners is a private equity investment firm that seeks to invest in small and medium-sized businesses. The firm prefers investing in companies operating in the manufacturing, logistic, technology, consumer good, food, beverage, agricultural and business service sectors. CVF can provide both debt and equity capital either as a standalone investor or with investment partners. It was founded in 2005 and is headquartered in Davis, California.

Contact

1590 Drew Avenue

Suite 110

Davis, CA 95618

United States

+1 (530) 757-7004

Primary contact

Edward McNulty Managing Partner [email protected]

+1 (530) 757-7004 x226

General statistics




Target revenue

Target EBITDA


$295M 12 41 $10M-$100M $1M-$10M $4M-$18M



BC2 Environmental Buyout/LBO (Secondary)

Feb-2019

C&R Landscape Buyout/LBO (Add-on) Dec-2018

The Digital Office Buyout/LBO (Add-on) Oct-2018

Off-Spec Solutions Buyout/LBO Sep-2018

ComAv Mezzanine Dec-2017


Central Valley Fund III

Type: Mezzanine

Size: $200M

Vintage: 2017


50.0%6.3%

3.1%15.6%

25.0%



Energy

Healthcare


29

Cyprium Partners Investor type: PE/Buyout | Year founded: 1998

Founded in 1998, Cyprium Partners is a private equity firm based in Cleveland, Ohio. The firm makes non-control equity and mezzanine investments in profitable middle-market companies, allowing company owners and their management teams to retain controlling interest in their business after the firm invests.

Contact

200 Public Square

Suite 2020

Cleveland, OH 44114

United States

+1 (216) 453-4500

Primary contact

Wes Owen Managing Director [email protected]

+1 (212) 520-2610

General statistics




Target revenue

Target EBITDA


$960M 8 109 $50M-$300M $8M-$60M $10M-$60M



Milacron Holdings (Uniloy Blow Molding Business)

Buyout/LBO Jul-2019

Arbor Contract Carpet Merger/Acquisition Mar-2019

RCR International Buyout/LBO (Secondary)

Mar-2018

A.C.T Lighting Mezzanine Feb-2018

Morse Industries Buyout/LBO (Add-on) Jan-2018


Cyprium Investors IV

Type: Mezzanine

Size: $460M


60.7%28.6%

3.6%7.1%



Energy


30

Deerpath Capital Management Service provider type: Lender | Year founded: 2007

Deerpath Capital Management is a provider of customized, cash flow-based senior debt financing to lower-middle market companies across diverse industries. Since its inception in 2007, the firm has completed over 300 investments, deploying over $2.5 billion of invested capital across a broad range of industries, investment products and transaction types.

Deerpath Headquarters

405 Lexington Avenue

53rd Floor

New York, NY 10174

United States

Primary contact

Orin Port Managing Director, Origination [email protected]

+1 (954) 703-6041

General statistics

Total debt financings (last 5 years)

Target EBITDA

Target debt financing amount

270 $3M-$20M $15M-$50M

31

Diversis Capital Investor type: PE/Buyout | Year founded: 2013

Diversis Capital is a private equity investment firm that was founded in 2013 and is based in Los Angeles, California. The firm prefers to invest in firms operating in the technology, consumer, healthcare, telecom, industrial, service sectors.

Contact

1100 Glendon Avenue

Suite 920


United States

+1 (310) 396-4200

Primary contact

Ron Nayot Co-Founder & Managing Director

General statistics




Target revenue

Target EBITDA


$255M 9 18 $10M $25M $5M-$20M



PureCars Buyout/LBO Apr-2019

Tempo (Software) Buyout/LBO Nov-2018

Dari Farms Ice Cream Buyout/LBO Aug-2018

American Restaurant Association Buyout/LBO (Add-on) Jun-2018

Marketron Broadcast Solutions Buyout/LBO (Secondary)

Jan-2018


Diversis Capital Partners I

Type: PE Growth-Expansion

Size: $255M


33.3%14.3%

9.5%38.1%

4.8%



Healthcare



32


Edgewater Capital Partners Investor type: PE/Buyout | Year founded: 1982

Founded in 1982, Edgewater Capital Partners is a private equity firm based in Cleveland, Ohio. The firm seeks to invest in the engineered components, advanced materials, life sciences, and specialty chemicals sectors.

Contact

5005 Rockside Road Suite 840

Cleveland, OH 44131

United States

+1 (216) 292-3838

Primary contact

Bob Girton Partner [email protected]

+1 (216) 292-3838

General statistics




Target revenue

Target EBITDA


$300M 7 25 $10M-$100M $2M-$20M $3M-$50M



Race-Tec Sealing Buyout/LBO (Add-on) Jun-2019

Pure Wafer Buyout/LBO Aug-2018

Leeco Industrial Plastics Buyout/LBO May-2018

Callery Buyout/LBO Feb-2017

DanChem Technologies Buyout/LBO Dec-2016


Edgewater Capital Partners IV

Type: Buyout

Size: $185M

Vintage: 2019


40.0%60.0%



Encore Consumer Capital Investor type: PE/Buyout | Year founded: 2005

Encore Consumer Capital is a San Francisco-based private equity investment firm focused on the consumer products industry. The firm has raised over $600 million in equity capital and invested in over 30 companies. The firm targets companies with between $10 million and $100 million in annual revenues where Encore's strong operating expertise in strategy development, brand marketing and distribution expansion can help drive performance..

Contact

111 Pine Street

Suite 1825


United States

+1 (415) 296-9850

Primary contact

Kate Wallman Director [email protected]

+1 (415) 230-7793

General statistics




Target revenue

Target EBITDA


$650M 14 36 $10M-$100M $0M-$20M $10M-$30M



KYLA Kombucha PE Growth/Expansion May-2019

Tourtellot & Co LBO Apr-2019

4505 Meats PE Growth/Expansion Apr-2019

Tender Belly PE Growth/Expansion May-2018

Supergoop PE Growth/Expansion Mar-2018


Encore Consumer Capital III

Type: Buyout

Size: $260M

Vintage: 2016


24.0%

76.0%



33

Frontenac Company Investor type: PE/Buyout | Year founded: 1971

Frontenac Company is a private equity firm, based in Chicago which focuses on investing in lower middle market buyout transactions in the consumer, industrial, and services industries. The firm works in partnership with operating leaders to identify, acquire, and build market-leading companies. The firm addresses complex transition issues of liquidity, management enhancement, and growth planning. It was founded in 1971 and is based in Chicago, Illinois.

Contact

One South Wacker

Suite 2980

Chicago, IL 60606

United States

+1 (312) 368-0044

Primary contact

Teri Tadros Director of Development [email protected]

+1 (312) 759-7322

General statistics


EBITDA

$897M 13 180 $5M-$20M



Intelivert Buyout/LBO (Add-on) Apr-2019

Motion Solutions Buyout/LBO (Secondary)

Nov-2018

Drew's Organics Buyout/LBO (Add-on) Oct-2018

National Environmental Trainers Buyout/LBO (Add-on) Oct-2018

Motion & Control Enterprises Buyout/LBO Oct-2018


Frontenac XI Private Capital

Type: Buyout

Size: $325M

Vintage: 2017


37.0%32.6%

13.0%15.2%

2.2%



Healthcare



34

Gauge Capital Investor type: PE/Buyout | Year founded: 2013

Gauge Capital is an investment firm that partners with owners, managers and equity stakeholders of successful middle-market companies to maximize their potential. The firm's primary aim is long-term, sustainable value creation through transformational change as well as organic and strategically acquired growth. Its industry focus includes technology, Industrial and business services, healthcare services and food and consumer services.

Contact

1256 Main Street

Suite 256

Southlake, TX 76092

United States

+1 (682) 334-5800

Primary contact

Andrew Peix Principal [email protected]

+1 (682) 334-5781

General statistics


EBITDA

$750M 14 37 $5M-$30M



Schlesinger Group PE Growth/Expansion Jul-2019

irth Solutions PE Growth/Expansion May-2019

TM Wireless Buyout/LBO (Add-on) Feb-2019

Glam Seamless Buyout/LBO (Add-on) Feb-2019

TVC Enterprises Buyout/LBO (MBO) Jan-2019


Gauge Capital II

Type: Buyout

Size: $500M

Vintage: 2017


20.6%35.3%

2.9%14.7%14.7%

11.8%



Financial Services

Healthcare



35

Gemspring Capital Investor type: PE/Buyout | Year founded: 2015

Gemspring Capital is a private equity firm specializing in lower middle market companies. The firm take smart risks with capital investment and often pursue transformational add-on acquisitions. It is based in Westport, Connecticut.

Contact

54 Wilton Road

Westport, CT 06880

United States

+1 (203) 842-8886

Primary contact

Matthew Shuman Director of Business Development [email protected]

+1 (203) 518-5312

General statistics


revenue

$355M 8 13 $350M



Perengo Buyout/LBO (Add-on) Jul-2019

Rapid Displays Buyout/LBO Jul-2019

Warranty Chain Management Conference


Valant Medical Solutions Buyout/LBO Apr-2019

CKR Interactive Buyout/LBO (Add-on) Apr-2019


Gemspring Capital Fund I

Type: Buyout

Size: $355M

Vintage: 2016


53.3%6.7%

20.0%13.3%

6.7%



Financial Services

Healthcare


36

Gen Cap America Investor type: PE/Buyout | Year founded: 1988

Gen Cap America is a private investment firm that is headquartered in Nashville, Tennessee and was founded in 1988. The firm specializes in acquisitions and recapitalizations of middle market businesses. While largely industry agnostic, many of their portfolio companies are in manufacturing, distribution, and basic service industries. The firm avoids hi-tech, real estate and start up enterprises as well as highly cyclical businesses (i.e. tied to new home construction or oil and gas exploration).

Contact

40 Burton Hills Boulevard

Suite 420

Nashville, TN 37215

United States

+1 (615) 256-0231

Primary contact

Lamar Stanley Vice President [email protected]

+1 (615) 256-0231

General statistics




Target revenue

Target EBITDA

$537M 19 58 $10M-$200M $2M-$10M



Mayflower Sales Buyout/LBO (MBO) May-2019

Blower Application Company Buyout/LBO (MBO) Dec-2018

Orthopedic Physical Therapy Products

Buyout/LBO (MBO) Oct-2018

Mid America Metals Buyout/LBO (MBO) May-2018

CoreMedical Group Buyout/LBO (MBO) Mar-2018


Southvest Fund VII

Type: Buyout

Size: $250M

Vintage: 2017


30.0%30.0%

20.0%10.0%10.0%



Manufacturing

Healthcare

Distribution

37

Geneva Glen Capital Investor type: PE/Buyout | Year founded: 2010

Geneva Glen Capital is a Chicago-based private equity firm that invests in private companies with leading market positions, significant growth potential, and stable cash flows. GGC will consider control buyout transactions as well as minority growth capital investments and targets companies headquartered in the U.S. or Canada. The firm works closely with management teams to establish and execute on a clearly defined value creation and growth plan.

Contact

123 North Wacker Drive

Suite 820

Chicago, IL 60606

United States

+1 (312) 525-8500

Primary contact

Jeffrey Gonyo Managing Director [email protected]

+1 (312) 525-8501

General statistics




Target EBITDA


$300M 3 3 $3M-$25M $10M-$100M



EZ Shipper Racks Buyout/LBO (MBO) Sep-2018

Southeastern Home Health Services Buyout/LBO Jul-2016

Dianne's Fine Desserts Buyout/LBO (MBO) Jun-2016


25.0%25.0%25.0%25.0%



Healthcare


38

Graycliff Partners Investor type: PE/Buyout | Year founded: 2011

Graycliff Partners is an investment firm focused exclusively on the lower middle market. Our dedicated equity funds focus on control buyout transactions, primarily in niche manufacturing, business services and value-added distribution. Our dedicated credit funds are more industry agnostic, providing unitranche and subordinated debt, structured junior capital and minority equity to support leveraged and management buyouts, generational transfers, acquisitions and general growth. Graycliff often seeks to partner with family and entrepreneur-owned businesses.

Contact

500 5th Avenue

47th Floor

New York, NY 10110

United States

+1 (212) 300-2900

Primary contact

Duke Punhong Managing Partner [email protected]

+1 (212) 300-2904

General statistics




Target revenue

Target EBITDA


$1.B+ 36 149 $10M-$100M $4M-$20M $5M-$40M



Sweeteners Plus Buyout/LBO May-2019

Streamline Circuits Buyout/LBO (Add-on) Dec-2018

JGB Enterprises Buyout/LBO Dec-2018

Pebble Technology International Buyout/LBO Oct-2018


Graycliff Private Equity Partners III

Type: Buyout

Size: $250M

Vintage: 2015


56.5%9.7%

1.6%3.2%3.2%

14.5%11.3%



Energy

Financial Services

Healthcare



39

Grey Mountain Partners Investor type: PE/Buyout | Year founded: 2003

Grey Mountain Partners is a Boulder, Colorado based private equity firm that focuses on partnering with management teams to create lasting value through operational improvements and by supporting strategic growth initiatives. The firm invests in lower middle-market companies across a wide range of industries and was founded in 2003.

Contact

1470 Walnut Street

Suite 400

Boulder, CO 80302

United States

+1 (303) 449-5692

Primary contact

Dan Allen Vice President [email protected]

+1 (412) 736-9713

General statistics

Assets under management Active private equity investments Total private equity investments Preferred Investment amount

$700M 7 48 $25-$75M



Stromberg’s Buyout/LBO (Add-on) Aug-2019

Shastina Millwork Buyout/LBO (Add-on) Mar-2019

Brushy Mountain Buyout/LBO (Add-on) Feb-2019

Mann Lake Buyout/LBO Oct-2018

48forty Solutions (CHEP North America) Buyout/LBO Feb-2018

Kronos Foods Buyout/LBO (MBO) Sep-2016


Grey Mountain Partners Fund III

Type: Buyout

Size: $425M

Vintage: 2013


62.1%

17.2%

13.8%

6.9%



Energy


40

Greyrock Capital Group Investor type: Mezzanine | Year founded: 2002

Greyrock Capital Group is an investment firm that specializes in providing mezzanine debt and equity to finance buyouts, recapitalizations and internal growth needs of middle-market companies. The firm was founded in 2002 with offices in Walnut Creek, California, Chicago, Illinois, and Wilton, Connecticut.

Contact

1850 Mount Diablo Boulevard

Suite 660

Walnut Creek, CA 94596

United States

+1 (415) 288-0282

Primary contact

Sam Snyder Principal [email protected]

+1 (415) 288-0282

General statistics


Active private equity platform

investments


Minimum revenue

Minimum EBITDA


$368M 25 112 $10M $3M $5M-$35M



Triple Shift Entertainment Buyout/LBO Dec-2018

Owen Equipment Company Buyout/LBO Nov-2018

ChoiceSpine Buyout/LBO (MBO) Nov-2018

Tricoci University of Beauty Culture Buyout/LBO Sep-2018

Helm, Inc. Buyout/LBO Sep-2018


GCG Investors IV

Type: Mezzanine

Size: $275M

Vintage: 2017


48.3%15.5%

1.7%10.3%

13.8%10.3%



Financial Services

Healthcare



41

Gridiron Capital Investor type: PE/Buyout | Year founded: 2005

Gridiron Capital is an investment firm focused on partnering with founders, entrepreneurs, and management teams, and creating value by building middle-market companies into industry-leaders in branded consumer, B2B and B2C services, and niche industrial segments in the United States and Canada.

Contact

220 Elm Street

New Canaan, CT 06840

United States

+1 (203) 972-1100

Primary contact

Sean Kelley Principal & Head of Business Development [email protected]

+1 (203) 594-5183

General statistics




Target revenue

Target EBITDA


$1.9B 14 72 $50M-$1B $8M-$50M $25M-$300M



iControl ESI Buyout/LBO (Add-on) Aug-2019

McKissock Buyout/LBO (Secondary)

May-2019

Jacent Retail Buyout/LBO (Secondary)

Apr-2019

Remington Products Company PE Growth/Expansion Apr-2019

Complete Facility Solutions Buyout/LBO (Add-on) Nov-2018


Gridiron Capital Fund III

Type: Buyout

Size: $850M

Vintage: 2015


50.0%37.0%

6.5%4.3%

2.2%



Healthcare



42

Gryphon Investors Investor type: PE/Buyout | Year founded: 1995

Gryphon Investors is a private equity investment firm which was established in 1995 and is headquartered in San Francisco, California. The firm specializes in buyouts, leveraged build ups, leveraged acquisitions, bridge and growth capital investments in middle market companies. It seeks to invest in companies operating in the business services, environmental services, insurance services, niche manufacturing, transportation, logistics, consumer products and services, healthcare, specialty retail and industrial growth sectors.

Contact

One Maritime Plaza

Suite 2300


United States

+1 (415) 217-7400

Primary contact

Vincent Carey Principal [email protected]

+1 (415) 217-7423

General statistics




Target revenue

Target EBITDA


$4.5B 17 147 $100M-$500M $50M $50M-$200M



Southwest Energy Systems Buyout/LBO (Add-on) Aug-2019

Orthopedic and Sports Therapy Institute

Buyout/LBO (Add-on) Jul-2019

Aqua Plastic Surgery Buyout/LBO (Add-on) Jun-2019

Coast Dermatology & Skin Cancer Center


Advanced Physical Therapy of Central Florida

Buyout/LBO (Add-on) May-2019


Gryphon Partners V

Type: Buyout

Size: $2.1B


40.9%8.6%

5.4%39.8%

4.3%1.1%



Financial Services

Healthcare



43

Guggenheim Investments Service provider type: Lender | Year founded: 1999

Guggenheim Investments is the global asset management and investment advisory division of Guggenheim Partners, with more than $209 billion1 in assets across fixed income, equity and alternative strategies. We focus on the return and risk needs of insurance companies, corporate and public pension funds, sovereign wealth funds, endowments and foundations, wealth managers and high net worth investors. Our 300+ investment professionals perform rigorous research to understand market trends and identify undervalued opportunities in areas that are often complex and underfollowed. This approach to investment management has enabled us to deliver innovative strategies providing diversification and attractive long-term results.

Contact

330 Madison Avenue

New York, NY 10017

United States

212-739-0700

Primary contact

Russell Parks Managing Director 310-526-5627

[email protected]

Direct Lending Overview

Guggenheim’s direct lending effort provides borrowers with access to capital that can help sustain and grow their businesses. With new regulation reshaping and repricing the bank lending landscape, middle-market companies are facing an increasingly volatile lending market. Guggenheim’s $74 billion corporate credit platform – which supports our direct lending effort – provides the resources and relationships needed to drive deal solutions in the evolving banking environment.

Key Facts

Established track record as a direct lender, having invested over $12.5

billion of client funds in close to 200 deals as of June 30, 2019

120+ member Corporate Credit investment team is one of largest in

industry and includes dedicated origination and extensive legal

resources

Unified Corporate Credit investment team is responsible for Guggenheim’s corporate credit strategies, managing

more than $74 billion across investment grade, bank loans, high

yield, private debt, opportunistic credit, and CLOs

Lending Principles

Loan Types - Revolver

- 1st Lien

- 2nd Lien

- Unitranche

- Subordinated Debt

- Other Financing Structures

Loan Size - $25 to $400+ million per transaction

Industry Experience

- Aerospace & Defense

- Building Products

- Business Services

- Consumer

- Energy

- Gaming

- Healthcare

- Industrial

- Restaurant

- Retail

- TMT

- Transportation

Geography - North America - Europe

1Assets under management are as of 06/30/2019 and include leverage of $11.2 billion. Guggenheim Investments represents the following affiliated investment management businesses of Guggenheim Partners, LLC: Guggenheim Partners Investment Management, LLC, Security Investors, LLC, Guggenheim Funds Investment Advisors, LLC, Guggenheim Funds Distributors, LLC, GS GAMMA Advisors, LLC, Guggenheim Partners Europe Limited and Guggenheim Partners India Management.

44

H.I.G. CapitalInvestor type: PE/Buyout | Year founded: 1993

H.I.G. Capital is a private equity firm that alsospecializes in growth equity, management buyouts,turnarounds, real estate, recapitalization,debt/credit, lending and biohealth. The firm prefersto invest in the aerospace, defense, automotive,building products, business services, chemicals,consumer products, distribution, education,healthcare, food and beverages, manufacturing,energy services, media and information technologysectors. It was founded in 1993 and isheadquartered in Miami, Florida.

Contact

1450 Brickell Avenue

31st Floor Miami, FL 33131

United States

+1 (305) 379.2322

Primary contact

Craig Burson Managing Director [email protected]

+1 (305) 379.2322

General statistics



Total private equity investments Target revenue Target EBITDA Preferred Investment

amount

$34B 133 548 $10M-$1.5B $1M-$200M $5M-$200M



Jenny Craig Acquisition Apr-2019

Taconic Biosciences Acquisition Feb-2019

Lipari Foods Acquisition Jan-2019

Cuyana Acquisition Dec-2018

Vision Integrated Graphics Group Acquisition Dec-2018


H.I.G. Advantage

Type: Buyout

Size: $3B

Vintage: 2018


42.9918.37

.95%2.46%

9.28%16.86

9.09%



Energy

Financial Services

Healthcare



45

Hammond, Kennedy, Whitney & Company Investor type: PE/Buyout | Year founded: 1903

Hammond, Kennedy, Whitney & Company, Inc. (HKW) is a private equity firm focused on making investments alongside talented managers in the middle market. The firm finds companies and assists them in their strategic plan with the aim of ultimately driving value alongside the management teams with the focus on companies based in North America. HKW was founded in 1903 and is based in Indianapolis, Indiana.

Contact

8888 Keystone Crossing

Suite 600


United States

+1 (317) 574-6900

Primary contact

Ryan Grand Principal, Deal Generation [email protected]

+1 (317) 805-1303

General statistics




Target revenue

Target EBITDA


$574M 13 101 $20M-$200M $5M-$30M $20M-$75M



Emperor Specialty Foods Buyout/LBO (Add-on) Jul-2019

Baltic Car Equipment Buyout/LBO (Add-on) Jun-2019

STR Buyout/LBO (Add-on) Feb-2019

Fresh Direct Produce Buyout/LBO Dec-2018

Urban Armor Gear Buyout/LBO Aug-2018


HKW Capital Partners IV

Type: Buyout

Size: $319M

Vintage: 2012


40.0%24.4%

4.4%2.2%

8.9%20.0%



Energy

Financial Services

Healthcare


46

Harbour Group Investor type: PE/Buyout | Year founded: 1976

Harbour Group is a private equity firm which invests in companies operating in the manufacturing and distribution sectors. The firm was established in 1976 and is based in Saint Louis, Missouri

Contact

7733 Forsyth Boulevard

23rd Floor

Saint Louis, MO 63105

United States

+1 (314) 727-5550

Primary contact

Matthew Stranz Director of Corporate Development [email protected]

+1 (314) 727-5550

General statistics




Target revenue

Target EBITDA


$672M 13 218 $30M-$500M $4M-$60M $30M-$100M



EVoCharge Buyout/LBO (Add-on) Mar-2019

LOFA Industries Buyout/LBO (Secondary)

Mar-2019

Cattron Group International Buyout/LBO Mar-2019

RailFX Buyout/LBO (Add-on) Mar-2019

Pulsar Process Measurement Buyout/LBO (Add-on) Dec-2018


Harbour Group Investments VI

Type: Buyout

Size: $672M

Vintage: 2012


66.7%20.8%

2.1%4.2%

6.3%



Energy

Healthcare


47

Hark Capital Management Service provider type: Lender | Year founded: 2013

Hark Capital is a financial solution provider for sponsors and their portfolio companies. The firm provides non-dilutive loans to the portfolio companies of sponsors in situations that would typically require equity. The loans are based on the sponsor's NAV, not the credit profile of the individual portfolio company. The firm offers loan, acquisition financing, venture capital, subordinated debt, restructuring, PE and growth equity and other related services. Founded in 2013, Hark Capital is based in New York, New York.

Contact

712 5th Avenue

49th Floor

New York, NY 10019

United States

+1 (212) 207-3385

Primary contact

Douglas Cruikshank Chief Executive Officer & Member of Investment Committee [email protected]

+1 (212) 207-3385

General statistics


$5M-$80M

48


HCAP Partners Investor type: Mezzanine | Year founded: 2000

HCAP Partners is an investment firm that specializes in growth capital, buyouts and mezzanine investments. The firm prefers to invest in companies operating in the manufacturing, web hosting, healthcare, service, enterprise software and technology sectors. It was founded in 2000 and is based in San Diego, California.

Contact

3636 Nobel Drive

Suite 401

San Diego, CA 92122

United States

+1 (858) 259-7654

Primary contact

Morgan MillerJr. Co-Founder [email protected]

General statistics




Target revenue

Target EBITDA


$211M 21 80 $10M-$75M $1M $2M-$9M



Forever Young Home Care Buyout/LBO (Add-on) May-2019

CortiCare PE Growth/Expansion Apr-2019

Physicians Ancillary Services Buyout/LBO (Add-on) Apr-2019

Mission Healthcare PE Growth/Expansion Apr-2019

Confirm BioSciences PE Growth/Expansion Mar-2019


HCAP Partners IV

Type: Mezzanine

Size: $150M


22.2%25.0%

30.6%19.4%

2.8%



Healthcare



Hidden Harbor Capital Partners Investor type: PE/Buyout | Year founded: 2016

Hidden Harbor Capital Partners is a private equity investment firm that specializes in investment in lower middle market companies with a focus on value-oriented, operationally intense situations. It is based in Fort Lauderdale, Florida and prefers to invest in the industrial, transportation, logistic, consumer product, retail and business service sectors.

Contact

5355 Town Center Road

Suite 702

Boca Raton, FL 33486

United States

+1 (954) 400-1140

Primary contact

Tucker Coates VP, BD [email protected]

+1 (954) 400-1126

General statistics


Active private equity platform investments


Target revenue

Target EBITDA

$265M 5 8 Up to $500M

Up to $25M



Jack Herod Trucking Buyout/LBO (Add-on) Aug-2019

Anchor Danly Buyout/LBO Sep-2018

Masterwork Electronics Buyout/LBO Jul-2018

Cloyes Gear & Products Buyout/LBO Apr-2018

Stella Environmental Buyout/LBO Aug-2017


Hidden Harbor Capital Partners I

Type: Buyout

Size: $265M

49

High Road Capital Partners Investor type: PE/Buyout | Year founded: 2007

High Road Capital Partners is a middle-market private equity firm that prefers to invest in the manufacturing, service, value-added distribution, media and healthcare sectors. The firm specializes in investing in buyouts, add-on acquisitions, and majority recapitalizations. It was founded in 2007.

Contact

1251 Avenue of the Americas

Suite 825

New York, NY 10020

United States

+1 (212) 554-3265

Primary contact

Richard Prestegaard Partner, Business Development [email protected]

+1 (212) 554-3270

General statistics




Target revenue

Target EBITDA


$473M 14 44 $10M-$100M $3M-$10M $5M-$35M



Berg Wholesale Buyout/LBO (Add-on) May-2019

John Henry Foster Minnesota Buyout/LBO May-2019

Radix Wire Buyout/LBO Oct-2018

Contechem Buyout/LBO (MBO) Aug-2018

Nolan Power Group Buyout/LBO (Add-on) Jul-2018


High Road Capital Partners Fund II

Type: Buyout

Size: $320M

Vintage: 2013


71.4%14.3%

4.8%9.5%



Energy


50

Highview Capital Investor type: PE/Buyout | Year founded: 2016

Highview Capital is a Los Angeles, California based family office-backed private equity firm with an evergreen fund structure and single source of capital. The firm invests in businesses that are facing an inflection point and takes a long-term view on companies undergoing a transformation, ranging from situations requiring growth or turnaround.

The firm has a global mandate and invests across numerous industries, including the aerospace & defense, automotive, business services, chemicals, consumer, distribution, energy & power, food & beverage, healthcare, industrials, industrial services, manufacturing, packaging, retail, technology, media and telecom, and transportation & logistics sectors.

Contact


Suite 1400


United States

+1 (310) 806-9780

Primary contact

Brice Baradel Principal [email protected]

General statistics




Target revenue

Target EBITDA


$500M 3 5 $50M-$500M $5M-$50M $10M-$125M



Frontier Fire Protection Buyout/LBO (Secondary) Apr-2019

Good Source Solutions Buyout/LBO (Secondary) Jun-2018

Centrex Plastics Buyout/LBO (Add-on) Apr-2018

Creative Plastics Buyout/LBO (Add-on) Apr-2018

American Plastics Buyout/LBO Jul-2017


50.0%33.3%

16.7%




51

Hilco Service provider type: Valuation Firm | Year founded: 1987

Hilco Global (www.hilcoglobal.com) is a privately held diversified financial services company and the world’s preeminent authority on maximizing the value of assets for both healthy and distressed companies. Hilco Global operates as a holding company comprised of over twenty specialized business units that work to help companies understand the value of their assets and then monetize that value. Hilco Global has over a 30-year track record of acting as an advisor, agent, investor and/or principal in any transaction. Hilco Global works to deliver the best possible result by aligning interests with clients and providing them strategic insight, advice, and, in many instances, the capital required to complete the deal. Hilco Global is based in Northbrook, Illinois and has 600 professionals operating on five continents.

Contact

5 Revere Drive

Suite 206

Northbrook, IL 60062

United States

+1 (847) 509-1100

Primary contact

Joseph Tourouk Senior Vice President [email protected]

+1 (818) 437-6439

52

https://urldefense.proofpoint.com/v2/url?u=http-3A__www.hilcoglobal.com_&d=DwMFAg&c=qrd1rYdJNb4QhfvJv5PebOPglYwfSMJ71NR_1HMKptQ&r=rBjLnDTGVWrYFRfbYGTDGf6HeSL3e3s3Lbo53ZqA_e0&m=ZxWP8EfmWjE2Esozd9AAIq_3CoYkDe2QgOhaEvyiuRY&s=5f8dk11hR3P2XCy5lHreMVdeA2og7z6PY7EM78HPhNU&e=

Huron Capital Partners Investor type: PE/Buyout | Year founded: 1999

Huron Capital is a private equity firm investing in middle-market companies operating in the specialty industrial, business products/services and consumer products/services sectors. The firm was founded in 1999 and is based in Detroit, Michigan.

Contact

500 Griswold Street

Suite 2700

Detroit, MI 48226

United States

+1 (313) 962-5800

Primary contact

Gretchen Perkins Partner, Business Development [email protected]

+1 (313) 962-5806

General statistics



Target revenue

Target EBITDA


19 200 $20M-$200M $5M-$20M $15M-$75M



Innovative Mechanical Systems Buyout/LBO (Add-on) Aug-2019

Alabama Controls Buyout/LBO (Add-on) Jun-2019

Critical System Solutions Buyout/LBO (Add-on) May-2019

Westover's Arizona Operations Buyout/LBO (Add-on) May-2019

Korthase Flinn Insurance & Financial Services



Huron Flex Equity Fund


Vintage: 2017

Current Investments by Industry

47.0%

37.0%

16.0%



Specialty Industrial

53

Incline Equity Partners Investor type: PE/Buyout | Year founded: 2011

Incline Equity Partners is a private equity investment firm that is based in Pittsburgh, Pennsylvania. The firm focuses on investments in lower middle-market growth firms operating in the value-added distribution, specialized light manufacturing and business service sectors.

Contact

EQT Plaza - Suite 2300

625 Liberty Avenue

Pittsburgh, PA 15222

United States

+1 (412) 315-7800

Primary contact

April Simile Partner, Business Development [email protected]

+1 (412) 315-7797

General statistics

Assets under management Active private equity investments Total private equity investments

$1.2B 14 99



The Boulder Company Buyout/LBO (Add-on) Jul-2019

Brown & Joseph Buyout/LBO (Secondary)

Jun-2019

Unified Power Buyout/LBO (Secondary)

Jun-2019

Ellis Battery Buyout/LBO (Add-on) May-2019

Metroplex Battery Buyout/LBO (Add-on) May-2019


Incline Elevate Fund

Type: Buyout

Size: $315M

Vintage: 2019


74.1%9.3%9.3%

1.9%1.9%

3.7%



Energy

Financial Services



54

Industrial Opportunity Partners Investor type: PE/Buyout | Year founded: 2006

IOP was founded by a group of like-minded finance and operations executives who came together to build a private equity firm centered on a shared passion for the companies that are the backbone of our economy – middle market manufacturing and distribution businesses. Within IOP, we bring together experienced investing professionals with our exclusive and full-time Operating Principals, who partner with management at each platform company to create value throughout our investment period. We use a collaborative model for investing in and working with companies to create value for all constituencies- employees, communities, and investors. We seek to invest in privately held companies, corporate divestitures, and restructuring situations, and are open to any company in manufacturing or distribution, regardless of what they make or ship.

Contact

1603 Orrington Avenue

Suite 700

Evanston, IL 60201

United States

+1 (847) 556-3460

Primary contact

Craig Korte Director of Business Development [email protected]

+1 (847) 556-3468

General statistics




Target revenue

Target EBITDA


$910M 11 36 $30M-$400M $5M-$50M $10M-$75M



Reeds Metals Buyout/LBO (MBO) Oct-2018

Signresource Buyout/LBO (MBO) Jul-2018

Royston Buyout/LBO (MBO) Mar-2018

House of Fara Buyout/LBO (Add-on) Nov-2017

Creative Foam Buyout/LBO (MBO) Oct-2017


Industrial Opportunity Partners III

Type: Buyout

Size: $450M

Vintage: 2017


53.6%28.6%

17.9%




55

Insight Equity Investor type: PE/Buyout | Year founded: 2002

Insight Equity is a private equity firm founded in 2002 and is based in Southlake, Texas that makes control investments in middle market, asset-intensive firms across a wide range of industries. The firm seeks to invest in firms operating in the manufacturing, automotive, transportation, aerospace, defense, industrial, consumer goods, distribution, energy services and service professional sectors. The firm also has an additional office in New York City.

Contact

1400 Civic Place

Suite 250

Southlake, TX 76092-7641

United States

+1 (817) 488-7775

Primary contact

Warren Bonham Partner & Chief Operating Officer [email protected]

General statistics




Target revenue


$1.2B 12 68 $50M-$1B $25M-$100M



Strauss Brands PE Growth/Expansion Jun-2019

Circuit Technology (New Hampshire) Buyout/LBO (Add-on) Feb-2019

Eddy Packing Buyout/LBO (Secondary)

Feb-2019

PPI-Time Zero Buyout/LBO (Secondary)

Sep-2018

VirTex Enterprises Buyout/LBO (Secondary)

Oct-2017


Insight Equity III

Type: Buyout

Size: $639M

Vintage: 2014


52.5%17.5%17.5%

12.5%





56

Ironwood Capital Investor type: PE/Buyout | Year founded: 1986

Founded in 1986, Ironwood Capital is a private equity firm that is based in Avon, Connecticut. The firm invests in and supports recapitalization, refinancing, generational transition, buyouts transactions. The firm invests in the form of mezzanine capital, typically subordinated debt with warrants and often complemented with an investment in preferred stock.

Contact

45 Nod Road

Suite 2

Avon, CT 06001-3819

United States

+1 (860) 409-2100

Primary contact

Kathy Butler Marketing and Communications Director [email protected]

+1 (860) 409-2117

General statistics




Target revenue

Target EBITDA


$969M 43 146 $20M-$200M $3M-$15M $5M-$20M



Milacron Holdings (Uniloy Blow Molding Business)

Buyout/LBO Jul-2019

Dayton (Paving Division) Buyout/LBO (Add-on) Jun-2019

Libra Industries Buyout/LBO May-2019

Tulip Richardson Manufacturing Merger of Equals Mar-2019

ELMCO Engineering Buyout/LBO (Add-on) Mar-2019


Ironwood Mezzanine Fund IV-B

Type: Mezzanine

Size: $137M


52.7%14.9%

2.7%2.7%

6.8%8.1%

12.2%



Energy

Financial Services

Healthcare



57

Juna Equity Partners Investor type: PE/Buyout | Year founded: 2015

Juna Equity Partners is a private equity firm specializing in transactions such as buy-out, direct non-control equity, secondaries and restructured equity. The firm was founded in 2015 and is based in New York, New York. The firm seeks to make investments in sectors such as industrial, business services, consumer, healthcare services and media.

Contact

1140 Avenue of Americas

9th Floor

New York, NY 10036

United States

Primary contact

Faruk Amin Managing Director [email protected]

+1 (212) 271-0248

General statistics


EBITDA

$450M 10 22 $5M-$25M



Laurel Outdoor Buyout/LBO (Add-on) May-2019

Action Behavior Centers PE Growth/Expansion Oct-2018

Prolific Business Solutions Buyout/LBO (Add-on) Sep-2018

Icebrg Buyout/LBO (Add-on) Jul-2018

Direct Media USA Buyout/LBO (Add-on) Feb-2018


Juna Equity Partners Fund I

Type: Co-Investment

Size: $100M

Vintage: 2016


27.8%22.2%

5.6%11.1%

22.2%11.1%



Financial Services

Healthcare



58

JZMD Partners Service provider type: Financing Advisory | Year founded: 2014

JZMD Partners is a financial advisory group that provides an array of services such as mergers and acquisitions, wealth management, fundraising advice and services to governments, companies and individuals. The fir is also helps in overseeing financial transactions, devising long-term financial plans and budgets, capital raising activities, analyzing and reviewing financial data, monitoring liquidity, risk management activities and consolidating reporting on corporate performance.

Contact

Ulitsa Oborishte 24

Post Box 40

Sofia, 1504

Bulgaria

Primary contact

General statistics


1

Recently closed transactions

Investor/company serviced Service Deal type Deal date Deal location

Arcadian Services Advisor: General Secondary Transaction - Private

May-2007 Florence, AL

59

KCB Management Investor type: PE/Buyout | Year founded: 1986

Founded in 1986, KCB Private Equity is a private equity firm based in Pasadena, California. The firm prefers to make long-term and control investments in small to medium-sized businesses located in the United States and Canada. It seeks to make investments in the business services and products, consumer services and products, healthcare services and products, education and training services and products, manufacturing and value-added distribution sectors.

Contact

117 East Colorado Boulevard

Suite 400

Pasadena, CA 91105

United States

+1 (626) 356-0944

Primary contact

Christopher Page Principal [email protected]

+1 (626) 508-3130

General statistics




Target revenue

Target EBITDA


$30M 4 9 $10M-$80M $2M-$8M $5M-$15M



Universal Men's Clinic Buyout/LBO Jan-2019

MyBinding.com Buyout/LBO Jan-2019

Bindomatic Buyout/LBO (Secondary)

Nov-2017

Spiral Binding Buyout/LBO May-2017

Alpine Auto Body Buyout/LBO (Add-on) May-2014


KCB Private Equity Fund II

Type: Buyout

Size: $30M

Vintage: 2015


37.5%50.0%

12.5%



Healthcare

60

KeyBanc Capital Markets Service provider type: Investment Bank

KeyBanc Capital Markets is the investment banking arm of KeyBank, and is headquartered in Cleveland, Ohio. KeyBanc Capital Markets provides equity, debt, mergers and acquisitions and capital markets advisory services to a variety of clients. The firm provides services in the consumer and retail, healthcare, industrial, energy, real estate, utilities, power, renewables, and technology industries among others.

Contact

Cleveland, OH

United States

Primary contact

Raj Trikha Managing Director

Head of Industrial, Energy, & Mergers and Acquisitions Groups

General statistics

Total companies serviced (since 2017)

>175



Formation Capital Advisor: General Buyout/LBO Aug-2019 Asheville, NC

Safanad Advisor: General Buyout/LBO Aug-2019 Asheville, NC

Versatile Processing Group Advisor: General Buyout/LBO Aug-2019 Indianapolis, IN

Dynatrace Underwriter IPO Aug-2019 Waltham, MA

Livongo Underwriter IPO Jul-2019 Mountain View, CA

All transactions by industry

21.4%10.0%

5.0%5.7%

35.0%19.3%

3.6%



Energy

Financial Services

Healthcare



61

KeyBank Service provider type: Commercial Bank | Year founded: 1924

KeyBank is a commercial banking institution established in 1924 and based in Cleveland, Ohio that provides commercial lending, treasury management, derivatives, foreign exchange, equity and debt underwriting, investment management, and retail services. Other services provided include consumer finance, investment banking products, trading and syndicated finance products and services to large corporations and middle-market companies throughout the United States and internationally. The bank operates under KeyBank Corp.

Contact

127 Public Square

Cleveland, OH 44114

United States

+1 (800) 539-2968

Primary contact

Fred Weesner Senior Vice President [email protected]

+1 (720) 904-4067

General statistics

Total transactions (last 5 years)


Total investors serviced (last 5 years)

Target EBITDA


251 408 73 $10M $10M



Avalara Underwriter Public Investment 2nd Offering

Jun-2019 Seattle, WA

i3 Verticals Underwriter Public Investment 2nd Offering

Jun-2019 Nashville, TN

TouchPal Underwriter IPO Sep-2018 Shanghai, China

CyrusOne Underwriter Public Investment 2nd Offering

Sep-2018 Dallas, TX

SailPoint Technologies Underwriter Secondary Transaction - Open Market

Aug-2018 Austin, TX


26.5%13.4%

11.1%13.4%

5.1%21.3%

9.1%



Energy

Financial Services

Healthcare



62

Keystone Capital Investor type: PE/Buyout | Year founded: 1994

Founded in 1994, Keystone Capital is a private equity firm based in Chicago, Illinois. The firm seeks to invest in the niche manufacturing, industrial technology, food products, packaging, healthcare products and services, marketing, business and professional services sectors. It specializes in corporate divestitures, recapitalizations and buyout investments.

Contact

155 North Wacker Drive

Suite 4150

Chicago, IL 60606

United States

+1 (312) 219-7900

Primary contact

Bill Sommerschield Principal [email protected]

+1 (312) 219-7973

General statistics


revenue Target EBITDA

17 72 $10M-$100M $2M-$15M



Hometown Foods USA PE Growth/Expansion Aug-2019

JOBS/AMST Buyout/LBO Jun-2019

Photogenic (Chicago) Buyout/LBO (Add-on) Jun-2019

WestSoy Buyout/LBO (Add-on) May-2019

Structural Grace Buyout/LBO (Add-on) Apr-2019


51.2%22.0%

7.3%14.6%

4.9%



Healthcare



63

LaSalle Capital Investor type: PE/Buyout | Year founded: 1984

LaSalle Capital is a private equity firm with experience in the lower middle market. The firm currently manages two funds totaling over $345 million in capital. The firm partners with management teams to increase value in their companies by providing strategic operating focus and driving growth organically and through acquisitions. The firm has domain expertise and investment focus in two industry sectors: food and beverage and technology-enabled business services.

Contact

70 West Madison Street

Suite 5710

Chicago, IL 60602

United States

+1 (312) 236-7041

Primary contact

David Murav Vice President [email protected]

+1 (312) 283-2903

General statistics



Total private equity investments Target revenue Target EBITDA Preferred

Investment amount

$345M 10 82 $20M-$100M $3M-$10M $10M-$30M



Fresh Origins PE Growth/Expansion Apr-2018

Brown & Joseph PE Growth/Expansion Mar-2018

QoS Telesys Buyout/LBO (Add-on) Jan-2018

Gen3 Marketing PE Growth/Expansion Dec-2017


LaSalle Capital Group II-A

Type: Buyout

Size: $203M

Vintage: 2010


53.5%9.3%

4.7%7.0%

2.3%20.9%

2.3%



Energy

Financial Services

Healthcare



64

Latticework Capital Management Investor type: PE/Buyout | Year founded: 2015

Latticework is a private equity firm focused on control equity investments in lower-middle market healthcare companies. The firm was established in 2015 and is based in Dallas, Texas.

Contact

1717 Main Street

Suite 3370

Dallas, TX 75201

United States

+1 (214) 613-0179

Primary contact

Kyle Bradford Co-Founder, Managing Partner and Member of the Investment Committee [email protected]

+1 (214) 758-0317

General statistics


EBITDA

$72M 4 8 $1M-$10M



Xpress Wellness Urgent Care Buyout/LBO Jul-2018

Rural Partners In Medicine Buyout/LBO Jul-2018

Haile Plantation Animal Clinic Buyout/LBO (Add-on) Feb-2018

Magnolia Animal Hospital Buyout/LBO (Add-on) Jan-2018

Lakeside Animal Clinic Buyout/LBO (Add-on) Dec-2017


10.0%10.0%

80.0%



Healthcare

65

LightBay Capital Investor type: PE/Buyout | Year founded: 2016

LightBay Capital is a private equity firm that applies a flexible capital approach to middle market investing. The firm was founded in 2016 and is based in Los Angeles, California.

Contact


Suite 1110


United States

+1 (310) 919-4300

Primary contact

David Leeney Managing Director & Head, Business Development [email protected]

General statistics


$615M 2 2 $25M-$150M



FASTSIGNS International Buyout/LBO (MBO) Mar-2019

Boardroom Salon for Men Buyout/LBO Aug-2018


LightBay Investment Partners

Type: Buyout

Size: $615M

Vintage: 2018


50.0%50.0%



66

Lightview Capital Investor type: PE/Buyout | Year founded: 2012

Red Oak Growth Partners Lightview Capital is a private equity firm that was founded in 2012. The firm focuses on investing in lower middle market companies in the business service industries across North America. It is based in Summit, New Jersey and also focuses on providing its portfolio companies deep industry knowledge, insightful experience and active resources to unlock growth and drive value.

Contact

35 Beechwood Road

Suite 2B

Summit, NJ 07901

United States

+1 (908) 751-1500

Primary contact

Richard Erickson Managing Director [email protected]

+1 (908) 751-1500

General statistics




Target revenue

Target EBITDA


$200M 4 20 $10M-$250M $2M-$15M $10M-$50M



Buchanan Technologies PE Growth/Active Platform Aug-2019

Educational Measures PE Growth/Active Platform Jan-2019

Metova PE Growth/Active Platform May-2018

The Clarke Companies PE Growth/Active Platform Sep-2015

Acuant Exit/Sale to Audax Sep-2018

Nexustek Exit/Sale Abry Partners Dec-2017


20.0%5.0%5.0%5.0%

60.0%5.0%



Financial Services

Healthcare



67

Macquarie Group Service provider type: Investment Bank | Year founded: 1969

Macquarie Capital provides advisory and capital raising services to corporate and government clients involved in public mergers and acquisitions, private treaty acquisitions and divestments, debt, and equity fundraising and corporate restructuring. The firm provides services to the financial, industrial, infrastructure, real estate, resources, telecommunications, and technology sectors. Macquarie Capital was founded in 1969 and is headquartered in Sydney, Australia.

Contact

50 Martin Place

Sydney, 2000

Australia

+61 (0)2 8232 3333

Primary contact

Paul Su Senior Managing Director & Chairman, Greater China [email protected]

General statistics

Total transactions (last 5 years)



Target EBITDA


576 309 180 $25M $25M



Dynatrace Underwriter IPO Aug-2019 Waltham, MA

Canada Development Investment Corporation

Advisor: General Buyout/LBO Jul-2019 Prince Rupert, Canada

ZeoGas Advisor: General Convertible Debt Jul-2019 Houston, TX

Eldorado Resorts Advisor: General Merger/Acquisition Jun-2019 Las Vegas, NV

Eldorado Resorts Lead Manager or Arranger

Merger/Acquisition Jun-2019 Las Vegas, NV


18.2%19.3%

15.3%19.3%

3.5%13.9%

10.5%

Business Products and Services…

Consumer Products and Services…

Energy

Financial Services

Healthcare



68

Main Street Capital Investor type: PE/Buyout | Year founded: 1997

Founded in 1997, Main Street Capital is a private equity firm based in Houston, Texas. The firm provides long-term debt and private equity capital to lower middle market companies and debt capital to middle market companies. The firm's investments are typically made to support management buyouts, recapitalizations, growth financings, refinancings and acquisitions of companies in diverse industry sectors. The firm seeks to partner with entrepreneurs, business owners, management teams and other equity sponsors.

Contact

1300 Post Oak Boulevard

8th Floor

Houston, TX 77056

United States

+1 (713) 350-6000

Primary contact

Charles Smiley Vice President & Director [email protected]

+1 (713) 350-6046

General statistics




Target revenue

Target EBITDA


$4B 85 205 $10M-$150M $3M-$20M $5M-$75M



Trantech Radiator Products Buyout/LBO (Secondary)

Jun-2019

Parsons Technology Buyout/LBO (Add-on) Apr-2019

CompareNetworks Buyout/LBO (MBO) Feb-2019

Centre Technologies PE Growth/Expansion Jan-2019

Casco Development Buyout/LBO (Add-on) Dec-2018


I-45 Senior Loan Fund


Size: $85M


40.0%15.2%

5.7%2.9%

5.7%26.7%

3.8%



Energy

Financial Services

Healthcare



69

Maranon Capital Investor type: PE/Buyout | Year founded: 2007

Founded in 2007, Maranon Capital is an independently owned investment manager based in Chicago, Illinois. The firm specializes in middle-market debt and private equity investing. It invests in acquisition, growth, recapitalization, corporate divestitures and ESOP financing types of transactions. It seeks private equity sponsored as well as non-sponsored situations. It prefers to invest in companies operating in the business service, consumer product, service, healthcare service, distribution, and manufacturing sectors.

Contact

303 West Madison Street

Suite 2500

Chicago, IL 60606

United States

+1 (312) 646-1200

Primary contact

Richard Jander Managing Director [email protected]

+1 (312) 646-1216

General statistics




Target EBITDA


$2B 16 135 $3M-$50M $5M-$50M



Embrace Hospice Buyout/LBO (Add-on) Jun-2019

Montreal Bronze Buyout/LBO (Add-on) Mar-2019

HaystackID PE Growth/Expansion Jan-2019

Compli Buyout/LBO (Add-on) Jan-2019

eTERA Consulting Buyout/LBO (Add-on) Jan-2019


Maranon Loan Funding 2019-1

Type: Collateralized Loan

Obligation (CLO)

Size: $400M


46.8%10.3%

0.8%1.6%

13.5%23.8%

3.2%



Energy

Financial Services

Healthcare



70

Midwest Mezzanine Funds Service provider type: Mezzanine | Year founded: 1992

Midwest Mezzanine Funds is a mezzanine firm established in 1992 and headquartered in Chicago, Illinois. The firm provides junior capital to privately-owned, middle market companies and seeks to invest in subordinated notes, second lien term loans, and non-control equity participation. Midwest Mezzanine primarily invests in mature companies located in the United States and focuses on companies within the manufacturing, value-added distribution, and services industries.

Contact

55 West Monroe Street

Suite 3650

Chicago, IL 60603

United States

+1 (312) 291-7300

Primary contact

Ana Winters Managing Director [email protected]

+1 (312) 291-7302

General statistics



Target EBITDA


45 N/A $3M $4M-$15M

71

Monomoy Capital Partners Investor type: PE/Buyout | Year founded: 2005

Monomoy Capital Partners is a private equity investment firm that was founded in 2005 and is based in New York, New York. The firm prefers to invest in middle market companies operating in the consumer products, manufacturing, distribution, automotive and industrial sectors.

Contact

600 Third Avenue

27th Floor

New York, NY 10016

United States

+1 (212) 699-4000

Primary contact

Hayden Tyson Associate [email protected]

+1 (646) 727-4906

General statistics




Target revenue

Target EBITDA


$1.5B 9 51 $100M-$700M $15M $150M



United Materials (Florida) Buyout/LBO (Add-on) Jun-2019

Kauffman Engineering Buyout/LBO May-2019

Edsal Manufacturing Company Buyout/LBO Jul-2018

Motorsport Aftermarket Group Buyout/LBO Mar-2018

NCL Graphic Specialties Buyout/LBO (Add-on) Jan-2018


Monomoy Capital Partners III

Type: Buyout

Size: $767M

Vintage: 2016


35.3%41.2%

11.8%11.8%





72

Monroe Capital Investor type: Lender/Debt Provider | Year founded: 2004

Monroe Capital LLC (“Monroe”) is a private credit asset management firm specializing in direct lending and opportunistic private credit investing. Since 2004, the firm has provided private credit solutions to borrowers in the U.S. and Canada. Monroe’s middle market lending platform provides debt financing to businesses, special situation borrowers, and private equity sponsors. Investment types include cash flow, enterprise value and asset-based loans; unitranche financings; and equity co-investments. Monroe is committed to being a value-added and user-friendly partner to business owners, senior management, and private equity and independent sponsors. The firm is headquartered in Chicago and maintains offices in Atlanta, Boston, Los Angeles, New York, and San Francisco.

Contact

311 South Wacker Drive

64th Floor

Chicago, IL 60606

United States

+1 (312) 258-8300

Primary contacts

Steve Hinrichs Managing Director Head of Southern California Group [email protected] +1 (909) 560-1577

Alex Patil Managing Director West Coast [email protected] +1 (319) 331-2734

General statistics


Total Debt Investments (last 5 years)

Target revenue

Target EBITDA


$8.2B 300+ $10M-$50M $5M-$50M $10M-$150M



Lone Star Buyout/LBO August 2019

KushCo Holdings, Inc. Buyout/LBO August 2019

Prototek Buyout/LBO (add-on) July 2019

Recorded Future Buyout/LBO July 2019

ThunderBridge PIPE transaction July 2019


Monroe Capital Private Credit Fund III


Size: $1.33B

Vintage: 2018

All debt financings by industry in 2019 (# of funded deals)

3.2%3.2%3.2%

6.3%8.0%

9.5%9.5%9.5%

12.7%15.9%

19.0%

Environmental IndustriesContainers, Packaging & Glass

Construction & BuildingWholesale & Distribution

OtherMedia

High Tech IndustriesBanking, Finance & Insurance

Healthcare & PharmaceuticalsServices: Business

Services: Consumer

73


Morgan Stanley Capital Partners Investor type: PE/Buyout | Year founded: 1985

Morgan Stanley Capital Partners is the private equity segment of Morgan Stanley. The firm makes control equity investments in middle-market companies based primarily in North America The firm has a targeted, sub-sector driven strategy and leverages the capabilities of Morgan Stanley to bring out sized resources to portfolio companies.

Contact

1585 Broadway

37th Floor

New York, NY 10036

United States

Primary contact

Geoff Laporte Head of Business Development [email protected]

General statistics

Current fund size Active platform investments Team members

$1.4B 11 22


Name Deal type Closed date

Ovation Fertility Buyout/LBO (Platform) Jun-2019

Project Management Academy Buyout/LBO (Platform) Jun-2019

Impact Fitness Buyout/LBO (Platform) Jun-2019

Hero Pet Brands Buyout/LBO (Add-on) Jun-2019

HFM Packaging Buyout/LBO (Add-on) Feb-2019


North Haven Capital Partners VI

Type: Buyout (Majority)

Size: $1.4B

Vintage: 2016

Target Size: $10-50M EBITDA

Target sub-sectors

This announcement does not constitute and should not be considered an offering of advisory services or a solicitation to buy securities. Private investments are speculative and include a high degree of risk. Investors could lose all or a substantial amount of their investment. Private instruments are suitable only for long-term investors willing to forego liquidity and put capital at risk for an indefinite period of time. Private investments are typically highly illiquid—there is no secondary market for private funds, and there may be restrictions on redemptions or the assignment or other transfer of investments in private funds. Past performance is not indicative of future results.

74

Neptune Financial Service provider type: Financing Advisory | Year founded: 2016

Neptune Financial is a financial services company whose commercial lending platform provides growth capital to mid-sized American businesses. NepFin was founded in 2016 and is headquartered in San Francisco, California.

Contact

600 Montgomery Street

Suite 260


United States

+1 (415) 212-8012

Primary contact

Ann-Louise Taylor Head of Credit [email protected]

+1 (415) 851-3603

75

Northlane Capital Partners Investor type: PE/Buyout | Year founded: 2017

Northlane Capital Partners ("NCP") invests in growing, highly-profitable middle market companies. The firm's partners have worked together since 2004 and lead an 11-person investment team that previously functioned as the mid-market buyout group at American Capital prior to spinning out in January 2017. NCP focuses on control buyouts of North American-based companies in two primary sectors: healthcare and business services. The firm typically seeks platform investments in companies with EBITDA between $5 million to $30 million. It was founded in 2017 and is headquartered in Bethesda, Maryland.

Contact

2 Bethesda Metro Center

Suite 1510

Bethesda, MD 20814

United States

+1 (301) 272-9990

Primary contact

Scott Kauffman Partner [email protected]

+1 (301) 968-9227

General statistics




Target EBITDA


$1B 7 11 $5M-$30M $25M-$150M



Quorum Review Buyout/LBO (Add-on) Mar-2019

Discovery Data PE Growth/Expansion Aug-2018

Firma Clinical Research Buyout/LBO (MBI) Jul-2018

Red Books Buyout/LBO (Secondary)

May-2018

AAR Partners Buyout/LBO (Add-on) May-2018


Northlane Capital Partners I


Size: $1B


50.0%5.6%

11.1%33.3%



Healthcare


76

OpenGate Capital Investor type: PE/Buyout | Year founded: 2005

OpenGate Capital is a global private equity firm that is active in the lower middle market. The firm focuses on acquiring corporate carve-outs, management buyouts and other special situations throughout North America and Europe. It was formed in 2005 and is headquartered in Los Angeles with an additional an office in Paris, France

Contact

10250 Constellation Boulevard

30th Floor


United States

+1 (310) 432-7000

Primary contact

General statistics




Target revenue


$305M 18 49 $25M-$1B $1M-$60M



InRule Technology Buyout/LBO Aug-2019

Essentra Specialty Tapes Buyout/LBO Jul-2019

Sargent & Greenleaf Buyout/LBO May-2019

SMAC Buyout/LBO May-2019

Saint-Gobain Silicon Carbide Buyout/LBO May-2019


OpenGate Capital Partners I

Type: Buyout

Size: $305M

Vintage: 2015


40.7%22.2%

11.1%25.9%





77

Palladium Equity Partners Investor type: PE/Buyout | Year founded: 1997

Palladium Equity Partners is a private equity investment firm that focuses to make investments in lower middle market companies operating in the financial service, business service, food, consumer, healthcare, industrial and media sectors. The firm was founded in 1997 and is based in New York, New York.

Contact

Rockefeller Center, 1270 Avenue of the Americas

31st Floor

New York, NY 10020

United States

+1 (212) 218-5150

Primary contact

Erik Scott Managing Director [email protected]

+1 (212) 218-5169

General statistics




Target revenue

Target EBITDA


$3.2B 17 141 $25M-$500M $10M-$75M $50M-$150M



Skinny Mixes Buyout/LBO (Add-on) May-2019

USA Drivers Buyout/LBO (Add-on) Feb-2019

The CDL School Buyout/LBO (Add-on) Jan-2019

Planet 3 Buyout/LBO (Add-on) Jan-2019

Drive360 Logistics Buyout/LBO (Add-on) Jan-2019


Palladium Equity Partners V

Type: Buyout

Size: $1.6B


23.4%27.3%

3.9%3.9%

31.2%2.6%

7.8%



Energy

Financial Services

Healthcare



78

PNC Mezzanine Capital Investor type: Mezzanine & Equity | Year founded: 1989

PNC Mezzanine Capital (PNC MC) is a flexible junior capital provider established in 1989 and based in Pittsburgh, Pennsylvania. The firm provides custom combinations of subordinated debt and equity in support of buyouts, recapitalizations, and consolidation strategies for the lower middle market. The firm targets investments in a wide range of industries, with a particular focus on niche manufacturing, value-added distribution, business services and consumer services. PNC MC is fully funded by PNC Bank and operates as a part of PNC Capital Finance, LLC.

Contact

Two PNC Plaza, 620 Liberty Avenue

22nd Floor


United States

+1 (412) 762-7172

Primary contact

Brian Dandrea Vice President [email protected]

+1 (412) 762-7172

General statistics



Target EBITDA

Target investment amount

27 18 $4M+ $10M-$50M


Company Investment Type Deal type Deal date Deal location

Mountainside Fitness Equity Investment Minority Recap August, 2019 Phoenix, AZ

RESCON Group Acquisition Financing Consolidation July, 2019 Norcross, GA

Engineered Performance Technologies Acquisition Financing Add-on Acquisition April, 2019 Brussels, Belgium

CP Flexible Packaging Acquisition Financing Add-on Acquisition February, 2019 Buffalo, NY

Kellstrom Defense Acquisition Financing Add-on Acquisition January, 2019 Spring Valley, CA


6.0%

14.0%

13.0%

6.0%

6.0%

15.0%

14.0%

12.0%

10.0%

4.0%

Aerospace & Defense

Automotive

Consumer Products

Energy

Food & Beverage

Industrial

Infrastructure

Medical & Health

Other

Packaging

79

PNC Riverarch Capital Investor type: PE/Buyout | Year founded: 2011

PNC Riverarch Capital is a growth oriented, lower middle market private equity firm. The firm invests across industry sectors and business types, but has particular interest and experience investing in value-added distribution, food and beverage, franchising, and business services companies. The firm is based in Pittsburgh, Pennsylvania and was founded in 2011.

Contact

Two PNC Plaza

620 Liberty Avenue 22nd Floor


United States

Primary contact

Michael Rost Managing Director [email protected]

+1 (412) 762-2245

General statistics




Target revenue

Target EBITDA


$600M 11 21 $10M-$500M $3M-$30M $15M-$75M



Safco Dental Supply Buyout/LBO June-2019

Pirtek Europe Buyout/LBO (Secondary) Nov-2018

Burrell Reagents Buyout/LBO Nov-2018

Sola Salon Studios PE Growth/Expansion Oct-2018

Tranzonic Buyout/LBO (Secondary) Mar-2018


54.8%29.0%

3.2%3.2%

6.5%3.2%



Financial Services

Healthcare



80

Private Capital Research Investor type: PE/Buyout | Year founded: 2001

Private Capital Research is an investment and consulting organization that provides investment opportunities for private capital investors in the lower end of the middle market. The firm works only on the buy-side for a select number of private equity investors and corporate clients to produce investment opportunities that fit their criteria on both a generalist, opportunistic basis and a specific search basis. The firm was founded in 2001 and is based in Conshohocken, Pennsylvania.

Contact

2176 Harts Lane

Conshohocken, PA 19428

United States

Primary contact

Joseph MorrisJr. Managing Director [email protected]

+1 (610) 825-1193

General statistics




Target revenue

Target EBITDA


$1.8B 4 16 $10M-$600M $3M-$50M $5M-$150M



United Materials (Florida) Buyout/LBO (Add-on) Jun-2019

Construction Resources Buyout/LBO Dec-2015

CompoSecure PE Growth/Expansion May-2015

Integrated Airline Services Buyout/LBO (Add-on) Aug-2013

SDM Advisors Buyout/LBO (Add-on) Jun-2013


66.7%33.3%



81

Prospect Capital Service provider type: Business Development Company | Year founded: 1988

Prospect Capital (PSEC) is registered as a Business Development Company (BDC) and is a publicly-traded closed-end investment company established in 1988 and based in New York, New York. The firm provides first-lien and second-lien senior loans, mezzanine debt, senior secured and unsecured debt to middle-market companies and private equity financial sponsors based in the United States. Additionally, PSEC makes control acquisitions by providing multiple levels of the capital structure and provides refinancings, leveraged buyouts, acquisitions, recapitalizations, capital expenditure and later-stage growth investments. Prospect Capital is managed by Prospect Capital Management (PCM).

Contact

10 East 40th Street

42nd Floor

New York, NY 10016

United States

+1 (212) 448-0702

Primary contact

Taylor Gosselin Associate [email protected]

+1 (646) 536-3986

General statistics

Target EBITDA Target transaction amount

$5M-$150M $20M-$400M

82

Prudential Capital Group Investor type: Mezzanine | Year founded: 2000

PGIM Capital Partners is the middle-market mezzanine and structured equity fund business managed by Prudential Private Capital. Prudential Private Capital is a leading provider of private placements, mezzanine debt, and equity with 14 regional offices located in Atlanta, Chicago, Dallas, Frankfurt, London, Los Angeles, Mexico City, Milan, Minneapolis, Newark, New York, Paris, San Francisco and Sydney.

Contact

180 North Stetson Avenue

Suite 5600

Chicago, IL 60601

United States

+1 (312) 540-4224

Primary contact

Jason Richardson Managing Director [email protected]

+1 (310) 295-5000

General statistics




Target revenue

Target EBITDA


$86.5B 27 124 $50M-$500M $8M-$75M $15M-$150M



ReNew Petra (14 megawatts of solar projects)

Buyout/LBO Jul-2019

Soltage PE Growth/Expansion Jun-2019

Aureon HR Buyout/LBO (Add-on) Jul-2018

Compdata Surveys & Consulting Buyout/LBO (Add-on) Jun-2018

JMH Consulting Buyout/LBO (Add-on) Jun-2018


Prudential Capital Energy Partners I

Type: Mezzanine

Size: $343M

Vintage: 2018


42.6%11.1%

14.8%3.7%

1.9%22.2%

3.7%



Energy

Financial Services

Healthcare



83

Renovo Capital Investor type: PE/Buyout | Year founded: 2009

Renovo Capital is a Dallas, Texas based private equity investment firm that invests in lower middle market specialty manufacturing and business services companies. The firm targets investments in complex situations, seeking to build strategically valuable business platforms.

Contact

14241 Dallas Parkway

Suite 1230

Dallas, TX 75254

United States

+1 (214) 699-4960

Primary contact

Christopher Dupré Managing Partner [email protected]

+1 (214) 699-4967

General statistics




Target revenue

Target EBITDA


$500M 7 22 $20M-$200M $0M-$20M $10M-$50M



FPI Sensors Buyout/LBO (Add-on) Jun-2019

easyBackgrounds Buyout/LBO (Add-on) Aug-2018

Rochester Gauges Buyout/LBO May-2018

Bethlehem Sausage Werke Buyout/LBO (Add-on) Mar-2018

Onboard Informatics Buyout/LBO (Add-on) Feb-2018


Renovo Capital Fund III

Type: Buyout

Size: $225M


54.5%9.1%9.1%9.1%

18.2%



Energy

Financial Services


84

Riata Capital Group Investor type: PE/Buyout | Year founded: 2014

Riata Capital Group is a private equity investment firm that is headquartered in Dallas, Texas. The firm was founded in 2014 and seeks to invest in companies operating in the consumer, energy, business and industrial services and healthcare sectors.

Contact

3889 Maple Avenue

Parkland Hall, Suite 220

Dallas, TX 75219

United States

+1 (214) 740-3600

Primary contact

Barron FletcherIII Co-Founder & Managing Partner [email protected]

+1 (214) 740-3611

General statistics



Target revenue

Target EBITDA


3 17 $25M-$250M $5M-$30M $15M-$75M



EyeTx Vision Centers Buyout/LBO (Add-on) Aug-2019

Pediatric & Adult Vision Care Buyout/LBO (Add-on) Jul-2019

Eyes on Regent Square Buyout/LBO (Add-on) Jun-2019

Gale's Vision Source Buyout/LBO (Add-on) Jun-2019

Clear Vision Family Eyecare Buyout/LBO (Add-on) Jun-2019


34.8%4.3%

60.9%


Financial Services

Healthcare

85

RLJ Equity Partners Investor type: PE/Buyout | Year founded: 2006

RLJ Equity Partners is a private equity firm that specializes in add on acquisition, buy-out, recapitalization and growth equity investments. The firm seeks to invest in the aerospace, business, industrial service, transportation, logistic, media, telecom, retail and value-added manufacturing sectors. It is based in Bethesda, Maryland and was founded in 2006.

Contact

7315 Wisconsin Avenue

Suite 900 East

Bethesda, MD 20814

United States

+1 (240) 744-7856

Primary contact

Jack Isaacs Director of Business Development [email protected]

+1 (323) 422-4686

General statistics


$294M 10 28 $15M-$40M



Pro-Vac Buyout/LBO (Secondary)

Jan-2019

Crossfuze Buyout/LBO (Secondary)

Oct-2018

Heal Early Stage VC May-2018

Golden Harvest (Wholesale Operations)

Buyout/LBO (Add-on) Apr-2018

Health eCareers (Nursing, allied & administrative business)

Buyout/LBO (Add-on) Feb-2018


RLJ Equity Partners Fund I

Type: Buyout

Size: $230M

Vintage: 2007


45.0%20.0%

10.0%25.0%



Healthcare


86

Saw Mill Capital Investor type: PE/Buyout | Year founded: 1997

Saw Mill Capital is a lower middle-market private equity firm that makes equity investments in the manufacturing, industrial and commercial services and specialty distribution sectors.The firm was founded in 1997 and only makes control investments.

Contact

555 Pleasantville Road

South Building, Suite 220, Briarcliff Manor

New York, NY 10510

United States

+1 (914) 741-1300

Primary contact

Scott Rivard Partner [email protected]

+1 (914) 741-9096

General statistics




Target revenue

Target EBITDA


$616M 9 49 $25M-$200M $5M-$25M $15M-$75M



Let's Pave Buyout/LBO Jul-2019

Tri-Temp Refrigeration Buyout/LBO (Add-on) May-2019

Norfoxx Refrigeration Buyout/LBO (Add-on) May-2019

J&D Refrigeration Service Buyout/LBO (Add-on) Oct-2018


Saw Mill Capital Partners II

Type: Buyout

Size: $340M

Vintage: 2016


5.0%20.0%

5.0%30.0%

40.0%

Containers & Packaging

Energy


Commercial Services

Commerical Products

87

Seacoast Capital Investor type: Mezzanine | Year founded: 1994

Seacoast Capital was founded in 1994 and is a mezzanine and private equity fund that focuses on investment in lower middle market companies. The firm provides non-control debt and equity capital for acquisitions, growth, management buyout and leveraged recapitalization. It also seeks to invest in the specialty manufacturing, value-added distribution, commercial service, consumer service, environmental service, logistic, infrastructure, health, wellness and business service sectors.

Contact

55 Ferncroft Road

Suite 110

Danvers, MA 01923

United States

+1 (978) 750-1300

Primary contact

Thomas Ley Principal [email protected]

+1 (415) 704-8807

General statistics




Target revenue

Target EBITDA


$600M 14 66 $10M-$150M $2M $5M-$25M



Wing Inflatables Mezzanine Jul-2019

Creative Urethanes Buyout/LBO (Add-on) Oct-2018

DI Overnite Mezzanine Oct-2018

Stone Road Energy Secondary Transaction - Private

Jan-2018

Pit Stop Fuels Buyout/LBO (Add-on) Dec-2017


Seacoast Capital Partners IV

Type: Mezzanine

Size: $239M

Vintage: 2016


50.0%19.2%

7.7%11.5%

7.7%3.8%



Energy

Healthcare



88

Sheridan Capital Partners Investor type: PE/Buyout | Year founded: 2012

Sheridan Capital Partners is a private equity firm that prefers to invest in healthcare providers, healthcare outsourced services and consumer health and products sectors across Canada and Unites States. The firm was established in 2012 and is based in Chicago, Illinois.

Contact

400 North Michigan Avenue

Suite 900

Chicago, IL 60611

United States

+1 (312) 548-7064

Primary contact

Jonathan Lewis Founder & Partner [email protected]

+1 (312) 324-0879

General statistics



8 31 $3M-$15M $15M-$50M



Atlantic Vision Partners Buyout/LBO (MBO) Jun-2019

Oral Surgery Partners Buyout/LBO May-2019

Schmidt Faith Orthodontics Buyout/LBO (Add-on) Mar-2019

Midwest Center For Dermatology And Pathology

Buyout/LBO (Add-on) Mar-2019

Empower Physical Therapy Platform Creation Oct-2018


9.7%6.5%

80.6%3.2%



Healthcare


89

Silver Oak Services Partners Investor type: PE/Buyout | Year founded: 2006

Silver Oak Services Partners is a lower-middle market private equity firm focused exclusively on service businesses. The firm seeks to make control investments in leveraged acquisition, recapitalization build-up and growth transactions in business, healthcare and consumer services companies. We are currently investing out of our $335 million Fund III.

Contact

1560 Sherman Avenue

Suite 1200

Evanston, IL 60201

United States

+1 (847) 332-0400

Primary contact

Andrew Gustafson Partner [email protected]

+1 (847) 332-0428

General statistics




Target revenue

Target EBITDA


$594M 16 102 $15M-$150M $4M-$25M $10M-$40M



Kensington International Buyout/LBO (Add-on) July 2019

e+CancerCare Buyout/LBO (Add-on) June 2019

Keystone Partners Buyout/LBO (MBO) Dec-2018

North American Roofing Buyout/LBO (MBO) Nov-2018

Integrated Oncology Network Buyout/LBO (MBO) Oct-2018


Silver Oak Service Partners IV

Type: Buyout

Size: $500M

Vintage: 2019


67.0%

6.2%

26.8%

Business Services

Consumer Services

Healthcare Services

90

Skyview Capital Investor type: PE/Buyout | Year founded: 2005

Skyview Capital LLC is a privately held investment firm headquartered in Los Angeles, operating our worldwide portfolio of assets. We specialize in acquiring and unlocking unrealized potential within market-leading businesses across a variety of sectors. We have a focus on buying non-core corporate divestitures from public and private companies. We also buy private companies. We buy in technology, software, telecommunications, manufacturing, logistics and healthcare.

Contact

8th Floor North Tower

2000 Avenue of the Stars


United States

+1 (310) 273-6000

Primary contact

Alex Soltani Founder, Chairman & Chief Executive Officer [email protected]

General statistics



Target revenue

Target EBITDA


5 36 $5M-$2B $3-25M $5M-$30M



King TeleServices Buyout/LBO (Add-on) Apr-2019

Continuum Global Solutions Buyout/LBO Feb-2019

Prynt Buyout/LBO Nov-2018

SchoolKidz Buyout/LBO Mar-2018

HopSkipDrive Early Stage VC (Series A2)

Nov-2017


33.3%20.0%

46.7%




91

Soundcore Capital Partners Investor type: PE/Buyout | Year founded: 2015

Soundcore Capital Partners is a private equity firm targeting buy & build investments in lower middle market companies headquartered in the Canada or United States within the business services, specialty distribution and value-added manufacturing sectors.

Contact

489 Fifth Avenue

20th Floor

New York, NY 10017

United States

+1 (212) 812-1180

Primary contact

Frank Mancuso Vice President, Deal Originations [email protected]

+1 (212) 812-1187

General statistics




Target revenue

Target EBITDA


$350M 4 37 $10M-$100M $0M-$10M $10M-$70M



ABC Electric Corp. Buyout/LBO (Add-on) Apr-2019

Nevada Barricade & Sign Buyout/LBO (Add-on) Mar-2019

AWRS Midwest Buyout/LBO (Add-on) Dec-2018

BC Traffic Specialist Buyout/LBO (Add-on) Oct-2018

Scott's AZ Motor Electric Repair Buyout/LBO (Add-on) Sep-2018


Soundcore Capital Partners Fund II

Type: Buyout

Size: $350M

Vintage: 2018


89.5%5.3%

2.6%2.6%



Financial Services


92

Spanos Barber Jesse & Co. Investor type: PE/Buyout | Year founded: 2013

Spanos Barber Jesse & Co. is a private equity firm with approximately $300 million of committed capital, focused on leading investments in founder and family-owned consumer, business services and healthcare services companies. SBJ provides thoughtful strategic advice, domain expertise and a partnership-oriented approach to support the goals of entrepreneurs, owners, and management teams. SBJ was founded by an experienced team of professionals with a track record growing companies both as principal investors and as operating executives. Please visit www.sbjcap.com for more information.

Contact

2001 North Main Street

Suite 650

Walnut Creek, CA 94596

United States

+1 (415) 848-1990

Primary contact

Ben Landis Principal [email protected]

+1 (415) 848-1971

General statistics




Target revenue

Target EBITDA


$300M 8 11 $10M-$100M $2M-$15M $10M-$50M



CDM Fitness Holdings Buyout/LBO (MBO) Jun-2019

Moxie Management Group, 96 Supercuts

Buyout/LBO Jun-2019

Apple Montessori Schools Buyout/LBO Aug-2018

ALS | Resolvion PE Growth/Expansion Jul-2018

KDH Defense Systems Buyout/LBO (Add-on) Jan-2018


SBJ Fund

Type: Buyout

Size: $205M

Vintage: 2015


35.7%50.0%

7.1%7.1%



Financial Services

Healthcare

93

St. Cloud Capital Investor type: Growth/Expansion | Year founded: 2001

St. Cloud Capital is a private investment firm that is based in Los Angeles, California. The firm provides growth capital to the lower middle market throughout the United States. It invests across a range of industries in every layer of the capital structure including senior secured debt, subordinated debt, preferred and common equity.

Contact


Suite 1450


United States

+1 (310) 475-2700

Primary contact

Matthew Smith Vice President [email protected]

General statistics




Target revenue


$470M 22 68 $10M-$150M $5M-$15M



MedicoRx PE Growth/Expansion May-2019

VascoRx (Specialty Pharmacy and Infusion)


JibJab Buyout/LBO Feb-2019

AutoReturn PE Growth/Expansion Feb-2019

OwnAmerica Buyout/LBO (Add-on) Jan-2019


St. Cloud Capital Partners III


Size: $251M

Vintage: 2015


16.7%40.0%

16.7%26.7%



Healthcare


94

Summit Partners Investor type: Growth/Expansion | Year founded: 1984

Summit Partners is a global alternative investment firm currently managing more than $14 billion in capital dedicated to growth equity, fixed income and public equity opportunities. Since its founding in 1984, Summit has partnered with more than 475 companies across technology, healthcare and other growth sectors. These companies have completed more than 140 public offerings and more than 190 have been acquired through strategic mergers and sales. Summit’s credit team focuses on providing debt capital to private and public middle-market companies. Summit maintains offices in Boston, Menlo Park and London, and invests in companies around the world.

Contact

222 Berkeley Street

18th Floor

Boston, MA 02116

United States

+1 (617) 824-1000

Primary contact

Gus Phelps Vice President [email protected]

+1 (617) 598-4813

General statistics


$20B 95 666 $10M-$150M



On Robot Early Stage VC Aug-2018

MercuryGate International Buyout/LBO Aug-2018

Princess Polly Buyout/LBO Jul-2018

Parts Express Buyout/LBO (Add-on) Jun-2018

Sound Physicians Buyout/LBO Jun-2018


Summit Partners Europe Growth Equity Fund II


Size: $773M

Vintage: 2017


18.7%12.0%

1.4%7.8%

23.3%36.0%

0.7%



Energy

Financial Services

Healthcare



95


Sun Capital Partners Investor type: PE/Buyout | Year founded: 1995

Sun Capital Partners, Inc. is a global private equity firm focused on identifying companies' untapped potential and leveraging its deep operational and financial resources to transform results. Sun Capital is a trusted partner that is recognized for its investment and operational experience, including particular expertise in the consumer products and services, food and beverage, industrial, packaging, chemicals, building products, automotive, restaurant and retail sectors. Since 1995, Sun Capital has invested in more than 365 companies worldwide with revenues of approximately $50 billion across a broad range of industries and transaction structures. Sun Capital has offices in Boca Raton, Los Angeles and New York, and affiliates in London and Shenzhen.

Contact

5200 Town Center Circle

4th Floor

Boca Raton, FL 33486

United States

+1 (561) 394-0550

Primary contact

Jonathan Jackson Vice President [email protected]

+1 (561) 394-0550

General statistics




Target revenue

Target EBITDA


$4.4B 40 344 $50M-$1.5B $3M $300M



Global Protection Management Buyout/LBO (Add-on) Jul-2019

SOS Security Buyout/LBO Jun-2019

Simply Beautiful Smiles Buyout/LBO Feb-2019

VantaCore Partners Buyout/LBO (MBI) Dec-2018

Tier One Relocation Buyout/LBO (Secondary)

Dec-2018


Sun Capital Partners VI

Type: Buyout

Size: $2.1B

Vintage: 2013

38.9%29.5%

5.3%3.2%

2.1%7.4%

13.7%

Business Products and Services…

Consumer Products and…

Energy

Financial Services

Healthcare



The Compass Group Investor type: PE/Buyout | Year founded: 1998

The Compass Group is a private equity firm that manages business and operations of Compass Diversified Holdings, a publicly traded holding company. The firm was founded in 1998 and is based in Westport, Connecticut. It seeks to invest in the niche industrial and branded consumer sectors.

Contact

301 Riverside Avenue

2nd Floor

Westport, CT 06880

United States

+1 (203) 221-1703

Primary contact

Demetrios Dounis Partner

[email protected]

+1 (203) 221-1703

General statistics


EBITDA

$3B 8 45 $10M-$80M



Ravin Crossbows Buyout/LBO (Add-on) Sep-2018

ESMI Companies Buyout/LBO (Add-on) May-2018

MKC Enterprises Buyout/LBO (Add-on) Mar-2018

Rimports Buyout/LBO (Add-on) Feb-2018


Compass Diversified Holdings

Type: Buyout

Size: $1.5B


51.9%37.0%

3.7%3.7%3.7%



Healthcare



96

The Gores Group Service provider type: Lender | Year founded: 1987

The Gores Group is a control-oriented private equity firm based in Beverly Hills, California. The firm focuses on acquiring controlling interests in mature and growing businesses which can benefit from the firm's operating experience and capital base. It combines the operational expertise and detailed due diligence capabilities of a strategic buyer with the seasoned M&A team of a traditional financial buyer. Gores primarily seeks to invest in industry sectors such as technology, telecommunications, business services, industrial, healthcare, media and entertainment, and consumer products. Founded in 1987, the firm has approximately $2 billion in assets under management as of September 30, 2016. It is presently investing from Gores Capital Partners III and Gores Small Capitalization Partners, which have approximately $2.1 billion and $300 million in capital commitments, respectively.

Contact



United States

+1 (310) 209-3010



Musashi Europe Advisor: General Buyout/LBO Jul-2013 Hann. Münden, Germany

97

The Riverside Company Investor type: PE/Buyout | Year founded: 1988

The Riverside Company is a private equity firm focused firm focused on making control and non-control investments in growing businesses. It seeks to invest in the healthcare, business services, education and training, software, information technology, franchising, consumer brands, specialty manufacturing and distribution sectors. The firm was founded in 1988 and is based in New York, New York.

Contact

45 Rockefeller Center, 630 Fifth Avenue

Suite 400

New York, NY 10111

United States

+1 (212) 265-6575

Primary contact

Jeremy Holland Managing Partner [email protected]

+1 (310) 499-5084

General statistics




Target revenue

Target EBITDA


$8.9B 90 572 $3M-$400M $0M-$40M $3M-$200M



Performance Systems Integration Buyout/LBO (Secondary)

Aug-2019

Toolport Buyout/LBO Aug-2019

Sullivan Data Management Buyout/LBO (Add-on) Aug-2019

Compana Buyout/LBO (Add-on) Jul-2019

RedTeam Software PE Growth/Expansion Jun-2019


Riverside Acceleration Capital Fund II

Type: Venture Debt

Size: $177M

Vintage: 2019


40.7%19.5%

0.7%3.4%

13.8%19.2%

2.7%



Energy

Financial Services

Healthcare



98

Trivest Partners Investor type: PE/Buyout | Year founded: 1981

Trivest Partners, with offices in both Miami and Los Angeles focuses exclusively on partnering with founder/family-owned businesses in the United States and Canada. Since its founding in 1981, Trivest has completed more than 350 transactions, totaling in excess of $6.0 billion in value. The firm seeks to make investments in niche manufacturing, distribution, business services and consumer companies. Trivest is currently investing out of two funds: Trivest Fund VI, a $630 million investment pool dedicated to control investments, and the Trivest Growth Investment Fund (“TGIF”), a $225 million investment pool dedicated to growth and non-control investments (less than 50% ownerships).

Contact 550 South Dixie Highway Suite 300 Coral Gables, FL 33146 United States

100 Spectrum Center Drive Suite 900 Irvine, CA 92618 United States

Primary contact Jamie Elias Partner [email protected] +1 (305) 858-2200

Edward Kim Director, Business Development [email protected] +1 (949) 352-4929

General statistics




Target revenue

Target EBITDA

$1.7B 26 250+ $20M-$250M $4M+



BCC Engineering Buyout/LBO May-2019

Massage Envy (Chicago and Phoenix) Buyout/LBO April-2019

ScanSTAT Technologies Non-Control Apr-2019

Reliance Staffing & Recruiting Buyout/LBO (Add-on) Apr-2019

DynaSis Buyout/LBO (Add-on) Mar-2019

Lamark Media Non-Control Dec-2018


Trivest Fund VI

Type: Buyout

Size: $630M

Vintage: 2018

TGIF

Type: Non-Control

Size: $225M

Vintage: 2016


41.0%28.6%

1.9%12.4%

10.5%5.7%

Business Products and…

Consumer Products and…

Energy

Healthcare



99



TSG Consumer Investor type: PE/Buyout | Year founded: 1987

TSG Consumer is a private equity investment fund that focuses on the branded consumer sector, beauty, personal care, e-commerce, food, beverage, health and wellness, restaurant, household, apparel and accessories sectors. It specializes in making minority and majority investments in growing consumer and retail companies.

Contact

600 Montgomery Street

Suite 2900


United States

+1 (415) 217-2300

Primary contact

Irena Blind Principal, Business Development [email protected]

+1 (212) 203-6934

General statistics


$5B 19 100 $10M-$500M



Anchor Fitness Buyout/LBO (Add-on) Apr-2019

Stone Brewing (brewery in Berlin) Buyout/LBO Apr-2019

CorePower Yoga Buyout/LBO (Secondary)

Mar-2019

Kurgo Dog Products Buyout/LBO (Add-on) Oct-2018

Caffe Canto Bistro Buyout/LBO (Add-on) Oct-2018


TSG8

Type: Buyout

Size: $4B


9.1%84.1%

4.5%2.3%



Healthcare


100

TZP Group Investor type: PE/Buyout | Year founded: 2007

TZP Group is a private equity investment firm that is based in New York, New York. The firm has a focus on investments in the form of buyouts, build-ups, growth equity, and recaps in lower middle-market business and consumer services companies. TZP prefers to invest primarily in closely held companies where owners and/or management teams want to maintain a significant stake and partner with an investor who offers complementary strategic, operating and financial skills to accelerate growth, increase profits, and maximize value of retained equity.

Contact

7 Times Square, Entrance between 41st & 42nd Streets on Broadway

Suite 4307

New York, NY 10036

United States

+1 (212) 398-0300

Primary contact

Bill Hunscher Partner [email protected]

+1 (646) 362-0546

General statistics




Target EBITDA


$1.4B 24 28 Up to $35M $10M-$100M



Quest Events Recap/LBO Dec-2018

Dynamic Communities Recap/LBO Jul-2018

Dwellworks Recap/LBO May-2018

Saatva Growth/Expansion Mar-2018

Triangle Home Furnishings Recap/LBO Mar-2018


TZP Capital Partners III

Type: Buyout

Size: $565M

Vintage: 2017


37.0%

14.8%

7.4%

11.1%

18.5%

3.7%

7.4%

Outsourced Business & IT Services

Marketing & Media Services

Franchising

Travel & Hospitality

Branded Consumer

Specialty Finance

Real Estate Services

101

Webster Equity Partners Investor type: Private Equity | Year founded: 2003

Webster Equity Partners is a private equity firm that helps companies unlock their potential. Webster focuses on branded consumer and healthcare services companies with EBITDA between $3 million and $25 million. Webster Equity Partners provides equity financing, expertise and a broad contact network for management buyouts and growth capital. Our seasoned partners have extensive investing and operating experience in consumer and healthcare services honed through many years working with middle market companies. Webster has raised $1.8 billion of capital and is currently investing Fund IV, an $875 million fund raised in 2018.

Contact

1000 Winter Street

Waltham, MA 02451

781-419-1515

www.websterequitypartners.com

Primary contact

Daniel Schultz

Vice President of Business Development

781-419-1511

[email protected]

General statistics


$1.76bb1 23 35 $20mm - $60mm

Select recently closed investments


Vivona Buyout 5/19

Belmar Pharmacy Buyout 3/19

PM&R Physician Practice Buyout 1/19

Sundance Holdings Group Buyout 11/18

Home Health Provider Buyout 10/18

For a complete list of current and former portfolio companies, please visit www.websterequitypartners.com


Webster IV

Type: Buyout/Growth

Size: $875mm2

Investment Sector Focus

1 Regulatory assets under management as of June 30, 2018 2 Committed capital as of close

Consumer

Healthcare Services

102

WestView Capital Partners Investor type: PE/Buyout | Year founded: 2004

WestView Capital Partners is a private equity firm that focuses on investment in the lower middle-market companies. The firm prefers to invest in companies operating in the business service, software and information technology service, consumer, healthcare technology, outsourcing and growth industrial sectors. It was founded in 2004 and is based in Boston, Massachusetts.

Contact

125 High Street

High Street Tower, 26th Floor

Boston, MA 02110

United States

+1 (617) 261-2050

Primary contact

Jeffrey Clark Vice President [email protected]

+1 (617) 261-2067

General statistics




Target EBITDA


$1.8B 22 99 $3M-$20M $15M-$60M



ALKU Buyout/LBO (MBO) Jul-2019

Compiled Buyout/LBO (Add-on) Jul-2019

Practice Insight Buyout/LBO (Add-on) Jun-2019

Health Monitor Network PE Growth/Expansion May-2019

Proactive Technologies Buyout/LBO (Add-on) Feb-2019


WestView Capital Partners IV

Type: Buyout

Size: $700M

Vintage: 2017


38.4%5.5%

4.1%15.1%

35.6%1.4%



Financial Services

Healthcare



103

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2019 ACG LA BUSINESS CONFERENCE

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