“The Book Isn’t Over- After the Storm”IU Alliance French Lick IndianaDon PalmerSeptember 19, 2014

Warning Signs

“When swinging through the trees, look for

the next vine.”

Where do I go?

R Factor Question

• If we were meeting here three years from now, what has to have happened both personally and professionally for you to feel happy about your progress?

• Dan Sullivan, Strategic Coach

Drucker’s Five Questions

CEO of Don Palmer

• What are my strengths?

• How do I work?

• What are my values?

• Where do I belong?

• What can I contribute? • Source: Managing Oneself , Peter Drucker, HBR 1999

My Opportunity Filter

My Non-Negotiables• No personal guarantees; < 20% personal net worth

• No real estate

• No start ups

• Must like the prospective owners and management team

• No solo investing- involvement and communication strong

• Must understand the investment thesis and exit

My portfolio• Equipment Technologies- 2005-present• SCT Flash- 2006- 2013• Envisage- 2007- 2014• Hudson Aquatic- 2010- present• Activate Healthcare- 2010- present• Hopebridge- 2011-present• EMT- 2014-present• Airsign 2014-present

My advisory experiences• ET• Three Whitt• Cheeseman Trucking• Ahaus Engineering• Qualtronics• Hudson Aquatic• VCRG• Activate Healthcare• Hopebridge• Airsign• CSI Sign• Borrowed Wisdom

Strategic Contributions

• NCFI- 2007-present• Heartland C.O.O. 2011-2012• Teaching strategic management at IWU

and Taylor U.-2008-present• KIPP- 2013-present• Central Indiana Goodwill 2013-present• Empart USA- 2011- present• Mission Increase- future

Honey Creek Capital, LLC• Honey Creek Capital, LLC- “Committed to building lasting

value”• Donald L. Palmer• honeycreekcap@gmail.com• Mobile- 317-590-5331