summer street capital partners, llc manages in excess of $625 million ... · investment preferences...

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70 West Chippewa Street, Suite 500, Buffalo, NY 14202 | 716.566.2900 www.summerstreetcapital.com Investment preferences Active areas of focus Branded commercial products Engineered products Industrial equipment & machinery Agricultural & construction equipment Aerospace products Robotics & industrial automation Test & measurement instruments Flow control & filtration equipment 3D printing (additive manufacturing) Medical devices Medical & nutritional supplements Pet products & food Manufacturing *as of 12/31/2017 Financial Platform: $20-150 million revenue 10% or greater EBITDA margins Investment Amounts Platform: minimum of $5 million Add-ons: no minimum Ownership Control or minority positions Geography U.S. and Canada New York State - particular interest Industrial Services Energy & infrastructure Specialty packaging Maintenance & technical services Value-added distributors Industrial, medical & safety products Logistics, storage & transportation Distribution Solid waste collection & disposal Medical waste collection & disposal Training & certification Professional services Business & Consumer Services Transactions we support Buyouts / management buyouts - Family business - Corporate divestitures Growth investments - Acquisitions and roll-ups - Organic expansion Recapitalizations - Personal liquidity - Estate planning - Asset diversification Ownership transitions - Generational transitions - Public to private Summer Street Capital Partners, LLC ® manages in excess of $625 million* in private equity capital and is focused on investing in lower middle market companies with competitive advantages and above-average growth prospects. We invest alongside talented and committed leaders who share our values and entrepreneurial spirit. We ensure key managers have a meaningful equity interest in the business and share in its success. We leverage our knowledge, relationships and operational resources to support and achieve our common goals.

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Page 1: Summer Street Capital Partners, LLC manages in excess of $625 million ... · Investment preferences Active areas of focus ... $20-150 million revenue ... We invest alongside talented

70 West Chippewa Street, Suite 500, Buffalo, NY 14202 | 716.566.2900 www.summerstreetcapital.com

Investment preferences Active areas of focus

Branded commercial products

Engineered products

Industrial equipment & machinery

Agricultural & construction equipment

Aerospace products

Robotics & industrial automation

Test & measurement instruments

Flow control & filtration equipment

3D printing (additive manufacturing)

Medical devices

Medical & nutritional supplements

Pet products & food

Manufacturing

*as of 12/31/2017

Financial Platform: $20-150 million revenue10% or greater EBITDA margins

Investment Amounts Platform: minimum of $5 million Add-ons: no minimum

Ownership Control or minority positions

Geography U.S. and CanadaNew York State - particular interest

Industrial Services

Energy & infrastructure

Specialty packaging

Maintenance & technical services

Value-added distributors

Industrial, medical & safety products

Logistics, storage & transportation

Distribution

Solid waste collection & disposal

Medical waste collection & disposal

Training & certification

Professional services

Business & Consumer Services

Transactions we support

Buyouts / management buyouts

- Family business - Corporate divestitures

Growth investments

- Acquisitions and roll-ups- Organic expansion

Recapitalizations

- Personal liquidity- Estate planning- Asset diversification

Ownership transitions

- Generational transitions- Public to private

Summer Street Capital Partners, LLC® manages in excess of $625 million* in privateequity capital and is focused on investing in lower middle market companies withcompetitive advantages and above-average growth prospects.

We invest alongside talented and committed leaders who share our values andentrepreneurial spirit. We ensure key managers have a meaningful equity interest inthe business and share in its success. We leverage our knowledge, relationships andoperational resources to support and achieve our common goals.

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Page 2: Summer Street Capital Partners, LLC manages in excess of $625 million ... · Investment preferences Active areas of focus ... $20-150 million revenue ... We invest alongside talented

R E P R E S E N T A T I V E I N V E S T M E N T S

Ophthalmic instruments

Global provider of diagnostic ophthalmicinstruments and refractometers serving the eyecare industry.

U.S. military insignia and other products

Manufacturer and distributor of U.S. militarymedals, insignia and uniform related accessories,as well as other commercial products.

Seeking add-on acquisitions.

Solid waste collection, disposal and recycling

New York City based provider of solid wastemanagement services.

Seeking add-on acquisitions.

Laser and 3D printing products

Designs, manufactures and sells a full range ofconsumer and industrial grade laser products,including cutting/engraving lasers and 3D printers.

Seeking add-on acquisitions.

Our team

Michael McQueeney, Managing PartnerBrian D’Amico, Managing PartnerJennifer Chalmers Balbach, PartnerGarth Troxell, PartnerMichael Petri, Partner

Relocation support solutions

Provider of solutions for relocation managementcompanies who support the mobility needs ofrelocating employees and their families.

Seeking add-on acquisitions.

LED, incandescent, florescent and halogenlight bulbs, fixtures and ballasts

Manufacturer of lamps (light bulbs), fixtures andballasts for the commercial, industrial, residentialand specialty lighting markets in the U.S.

Seeking add-on acquisitions.

Active packaging

Developer and manufacturer of sorbent andspecialty products used in healthcare, food &beverage, electronics and industrial applications toprotect the shelf or service life of a product.

Seeking add-on acquisitions.

Medical waste transportation, disposal andconsulting services

Provider of regulatory compliant medical wastetransport, disposal and consulting services.

Seeking add-on acquisitions.

Portfolio Companies Sector / Business Use of Capital

Management-led recapitalization

ACT IVE INVESTMENT

Buyout and growth financing

ACT IVE INVESTMENT

Buyout and growth financing

Management buyout from corporateparent

EX ITED INVESTMENT

ACT IVE INVESTMENT

Growth financing to accelerate newproduct development and organicgrowth

Buyout, acquisition and growthfinancing

Acquisition and growth financing

Buyout and acquisition financing

ACT IVE INVESTMENT

ACT IVE INVESTMENT

ACT IVE INVESTMENT

ACT IVE INVESTMENT

John Collins, PrincipalChristian Gorino, PrincipalTom Rashman, AssociateAleks Spellman, Analyst

Swimming pools and components

Manufacturer of in-ground and above-groundvinyl liner swimming pool kits.

Management buyout from corporateparent

EX ITED INVESTMENT

John Burgess, Operating PartnerW.J. “Duffy” Smith, Operating Partner

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