BUYOUT TEAM
A recognized industry leader for 38 years.
Offices in Boston, MA & Cleveland, OH.
$2.5 billion under management, including $450 million fund from
its latest fund, MP VIII.
Focus on profitable, middle-market companies with annual transaction values
from $50 million to $250 million.
Reputation as company builders with deep operating and investment expertise.
Seeking strategic platforms and add-on acquisitions across North America,
Europe, and Asia.
B U Y O U T I N V E S T M E N T T H E M E SB U Y O U T I N V E S T M E N T T H E M E S
High-Value Manufacturing
BusinessServices
High-ValueManufacturing
BusinessServices
Strategic Platforms$50 – $250mm Revenues
$8 – $20mm EBITDA
Add-On & Build-Outs$10 – $50mm RevenuesAt least $2mm EBITDA
Product or Services Expansion
MarketShare Gains
Geographic Reach
Geographic Synergy
TechnologyCapabilities
Enhancement
Aerospace Commercial
Automotive Aftermarket
Building Products
Diesel Powertrain
Filtration
Security
Specialty Chemical
Test & Measurement
Distribution
Logistics
Outsourcing Services
Professional Services
Transportation
• Leading supplier of thermo- formed non-woven systems solutions to automotive sector.
• $125mm Revenues. Return capital in 2007.
• Leading manufacturer of customized flexographic printing equipment used in consumer packaging applications including labels, flexible packaging and folding cartons.
• $96mm Revenues. Seeking add-on acquisitions.
• Market leader for diesel related air-intake heaters, engine block heaters, cooling fans and industrial silencers.
• $104mm Revenues. Seeking build-out acquisitions in the heavy-duty truck market, automotive OEMs, off-road, power generation and marine markets.
• Value added distributor of highly-specialized filtration and fluid-control products used in semiconductor, biopharmaceutical, food & beverage and industrial end-markets.
• $105mm Revenues. Seeking add-on acquisitions.
• Leading provider of under- ground construction services and nation’s second-largest company focused on the $1.4 billion trenchless pipe rehabilitation market.
• $125mm Revenues. Return capital in 2007.
• Enterprise voice and data system design, implementa- tion and maintenance services.
• $75mm Revenues. Seeking acquisitions to serve in the financial services, technology, industrial, education and government verticals.
A Buyout Team With Experience and Depth
Daniel Farrar
16 years with
GE, most
recently as CEO
of $5-billion GE
business unit.
Board Seats:
• Comm-Works
• Formed Fiber
• Mark Andy
John Lutsi
20 years of
buyout
experience, both
corporate and
financial.
Board Seats:
• Flow Solutions
• Mark Andy
• Phillips &
Temro
• rePipe
Alfred Stanley
8 years with
GE, most
recently as CEO
of $4-billion GE
business unit.
Board Seats:
• Flow Solutions
• Formed Fiber
• Phillips &
Temro
Peter Taft
20 years of
buyout
experience.
Board Seats:
• Comm-Works
• rePipe
dfarrar@
morgenthaler.com
617-587-7818
johnl@
morgenthaler.com
617-587-7816
astanley@
morgenthaler.com
216-416-7522
ptaft@
morgenthaler.com
216-416-7518
Simon Chuk
Associate.
Active on:
• Mark Andy
• Philips &
Temro
James Ettamarna
Senior Associate.
Board Seats:
• Formed Fiber
(observer)
• Mark Andy
(observer)
• rePipe (observer)
Abhik Jain
Associate.
Active on:
• Phillips &
Temro
Joe Machado
Principal.
Board Seats:
• Comm-Works
Active on:
• Flow Solutions
• Phillips &
Temro
Barbara Neifach
Operations Support
Manager.
Active on all buyout
deal transactions.
Jennifer Clifford
Simpson
Assistant Director
of Finance.
Active on
all buyout deal
financings and
transaction
management.
Jeremy Styles
Associate.
Active on:
• Comm-Works
• Mark Andy
Karen Tuleta
Principal,
Director of Finance.
Active on all buyout
deal financings and
transaction
management.
Eric Zagorsky
Associate.
Active on:
• Flow Solutions
• Formed Fiber
Farrar MachadoLutsi
TuletaStyles Zagorsky
Chuk Neifach
Simpson
Stanley Taft
General Partners Key Buyout Team Members
Ettamarna Jain
BUYOUT TEAM
address
phone
web
Morgenthaler Partners222 Berkeley Street20th FloorBoston, Massachusetts 02116
617-587-7800
www.morgenthaler.com
Morgenthaler PartnersTerminal Tower 50 Public Square, Suite 2700Cleveland, Ohio 44113
216-416-7500