texas acg capital connection - relationships are the...
TRANSCRIPT
16th Annual: March 13-14, 2019
Relationships are the deal.
Thanks to our program guide sponsor:
Welcome
CHAIRMAN’S LETTER
CH
AIR
SOn behalf of the Dallas/Fort Worth, Houston and Central Texas chapters
of the Association for Corporate Growth, welcome to the 2019 Texas ACG
Capital Connection (“TACC”). Now in its 16th year, the TACC continues to be
one of the premier middle market-focused M&A events in North America.
We hope you will participate in some of our Day One activities, including
the Kick-Off Luncheon presented by Women in ACG featuring a panel
discussion on “Power & Opportunities in Private Equity” highlighting current
trends in equity raising and deployment, and long-term outlooks of the
industry. Following the Kick-Off luncheon is the TACC DealSource, the
Opening Reception, and the VIP Party. Our Day Two agenda features our
distinguished keynote speaker Walter Robb, Former CEO of Whole Foods,
followed by the Capital Connection Marketplace, an Independent Sponsor
Panel, and the Closing Reception. Each event represents a unique and fun
opportunity to share ideas and forge new business relationships.
Our biggest goal today is to help you connect with dealmakers so you can
source and close your next deal. To that end, we’ve structured our Capital
Connection Marketplace as the centerpiece of the TACC. The Capital
Connection Marketplace showcases nearly 100 middle market private
equity and mezzanine capital groups from across the United States. With
leading M&A professionals, business owners, and c-level and corporate
development executives from across Texas and beyond. We encourage
you to take full advantage of the day to network, share ideas, and most
importantly, put capital to work.
We would like to thank our exhibitors and conference sponsors for their
generous support of this conference. The continued commitment to the
TACC by these key constituents is further evidence that Texas and the
Southwest remain a preeminent player in the North American M&A market.
Finally, thank you to all of the members of the conference planning
committee, the volunteers, and the regional ACG chapter leadership for
their dedication and hard work; without them, the TACC would not be the
success it is.
Enjoy all the TACC activities, and we look forward to seeing you throughout
the conference.
Sincerely,
Jeff Noland, TACC Chair
Tony Banks, TACC Co-Chair
TACC CO-CHAIR
Tony Banks Director Grant Thornton LLP
TACC CO-CHAIR
Jeff Noland Managing Partner & COO DartPoints Holdings, LLC
PLATINUM
SILVER
BRONZE
GOLD
THANKS TO OUR SPONSORS
EVENT / SPECIALTY / VIP
SPECIALTY
INVESTMENT BANKING
VIP PARTY
THANKS TO OUR SPONSORS
DAY ONE
Wednesday, March 1310:00 am
RegistrationReunion Foyer
11:00 am - 1:00 pm
Kickoff Luncheon, Opening Remarks & PanelReunion BallroomMODERATOR & PANELISTS
1:00 pm
Exhibitor Move-In & Open Meeting TimeLandmark Ballroom
1:00 pm - 5:00 pm
DealSourceLandmark BallroomConfigured to hold pre-arranged meetings between intermediaries, private equity groups (PEGs) and corporate dealmakers
5:30 pm - 7:30 pm
Opening Reception Reunion Tower | Cloud 9 and Geo Deck All attendees are invited.
7:00 pm - 10:00 pm
Bomb Factory (Deep Ellum)By invitation only. Reunion Tower valet shuttle starts at 6:45 pm.
DAY TWO
Thursday, March 14
7:30
RegistrationReunion Ballroom Foyer
8:00 am - 10:00 am
Breakfast, Opening Remarks & KeynoteReunion Ballroom
KEYNOTE SPEAKER
Walter RobbChairman of the Board, Whole Kids Foundation & Whole Cities Foundation Former CEO, Whole Foods Market
10:00 am - 2:00 pm
Capital ConnectionLandmark BallroomJoin over 100 private equity groups and event sponsors in the exhibit hall.
12:00 pm - 2:00pm
Open Networking LunchLandmark Ballroom
2:00 pm - 3:30 pm
Independent Sponsor PanelReunion BallroomMODERATOR & PANELISTS
3:30 pm - 5:00 pm
Closing ReceptionLandmark Circle
5:00 pm - 6:00 pm
Move Out
CONFERENCE SCHEDULE
Julie E. SilcockDina
Dwyer-Owens Theresa Eaton Caroline ShettleTiffany Kosch
Presenting {by invitation-only}
Drew Bagot Suzanne Lovett Jack Sadden Tim WegenerJeff Sangalis
David McLean
COMMITTEE CHAIRS
TACC CO-CHAIR
Tony Banks Director Grant Thornton LLP
TACC CO-CHAIR
Jeff Noland Managing Partner & COO DartPoints Holdings, LLC
SPONSORSHIPS
Mike Ehlert BMO Harris
Paul Gautier Cary Street Partners, LLC
Wilhelm Liebmann Dykema
Sam Wood III ACG Central Texas Chapter
PRIVATE EQUITY EXHIBITORS
John Romney Levine Leichtman Capital Partners
Jennifer Grett Calvetti Ferguson
Melvin “Bud” Montang Statesman Business Advisors
INVESTMENT BANK / VIP
Mark Champion Bank of America Business Capital
Scott Simmons Gibraltar Business Capital
DEALSOURCE
Tony Banks Grant Thornton LLP
Chad Hufsey Alturus Capital
KICKOFF LUNCHEON
Kinga Evans Geode Companies
Heather Johnson Chartwell Partners
TREASURER
Matt Klauser BKD, LLP
VOLUNTEERS
Rodrelle Sykes Frost Insurance
Jerry Watkins Merrill Lynch
ACG DALLAS / FORT WORTH
Gemma Descoteaux ACG DFW President Sheppard Mullin Richter & Hampton LLP
Brittany Timmerman Executive Director
Kristi Roberts Chapter Coordinator
ACG HOUSTON
Eric Appel ACG Houston President KeyBanc Capital Markets
Morgan Stone Executive Director
Dale Wilkins Association Management Consultants
ACG CENTRAL TEXAS
Larry Anthis ACG Central Texas President Capital One
Sara Singer Executive Director
2020 TACC CHAIR
Colt Luedde GulfStar Group
KICKOFF LUNCHEON PANEL
Dina Dwyer-Owens is the Brand Ambassador of Neighborly (formerly Dwyer Group). America also knows her for participating in CBS’s Emmy-winning hit reality show “Undercover Boss.” Dina is a certified franchise executive with more than 35 years of industry experience, 15 years as CEO of Dwyer Group. That business, known now as Neighborly and headquartered in Waco, Texas, is the world’s largest parent company of 21 home service brands and nearly 3,500 franchise owners in nine countries. Dina is the author of two books: Live R.I.C.H. and Values, Inc. that both share her global message for living and leading with a proven code of values.
Theresa Eaton is a Managing Director at SCF Partners, an energy focused private equity firm headquartered in Houston, TX. Theresa is responsible for the Origination Group and sourcing acquisition opportunities as well as their ongoing strategic oversight and development. Prior to joining SCF Partners, Theresa worked at First Reserve Corporation. She received a dual degree in International Relations and Asian Studies from Duke University. After that, she worked in the Institutional Securities and Private Wealth Management Divisions at Morgan Stanley in Manhattan. She subsequently attended Duke University Law School where she earned her J.D. and later worked in the Corporate and Securities group at Vinson & Elkins LLP.
She sits on boards of BCCK Engineering, a provider of engineering, procurement, fabrication and field construction services, focusing on midstream oil and natural gas processing applications and on the board of Hi-Tech Industrial, a provider of integrated specialty services to the downstream energy, infrastructure and industrial markets.
Theresa also serves on Duke University’s Board of Entrepreneurship & Innovation, the board of the Center for Hearing and Speech and the board of the Broach Foundation for Brain Cancer Research, an organization she co-founded and has jointly raised more than $4 million for glioblastoma research.
WEDNESDAY, MARCH 13 | 11:00 AM – 1:00 PM | REUNION BALLROOM
TOPIC
Power & Opportunities in Private EquityWe’ll hear the panelists’ views on Private Equity, as well as how they came to be leaders within their investment space. We’ll walk through their experiences and discuss current trends in equity raising and deployment, with their views on the long term outlook of the industry.
PRESENTED BY
PANELISTS
Dina Dwyer-OwensBrand Ambassador Neighborly Brands
Theresa EatonManaging Director SCF Partners
annual sponsorship uncorked women’s forum young professionals golf tournament monthly luncheon summer social TACC Euro or InterGrowth? holiday events
Ms. Tiffany Kosch is a Managing Director at CenterGate Capital a $350 million lower middle market private equity fund. Tiffany has over 20 years of investment experience creating value in lower middle market companies. She was a Managing Director at H.I.G. Capital, where she invested in underperforming lower middle market companies for eight years. Her experience covers a broad range of investment structures and types, among them corporate spin-outs and orphans, turnaround equity and distressed debt. Sectors covered are also broad, including business services, consumer products and manufacturing.
Tiffany received an M.B.A. from Harvard Business School and a B.S., cum laude, from Georgetown University.
Ms. Silcock has more than 25 years of experience advising companies on M&A, equity and debt capital market transactions, private debt and equity placements, and high yield offerings for growth-oriented companies across industries. She joined Houlihan Lokey in March 2009 to expand its client coverage through her broad and deep relationships with CEOs and business leaders.
Before joining the firm, Ms. Silcock was Founder, Managing Director, and Head of Southwest Investment
Banking for Citigroup Global Markets Inc. from 2000 to early 2009. From 1997 to 2000, she was a Managing Director with Donaldson, Lufkin & Jenrette’s Investment Banking Practice in Dallas, where she executed the full range of transactions for clients across industries. From 1989 to 1997, she was a Senior Managing Director at Bear Stearns & Co. in Dallas, where she focused on growth-oriented companies. Ms. Silcock began her career at Credit Suisse Group in New York in the Mergers and Acquisitions Group.
She currently sits on the Board of OSG, an NYSE – listed company, and is a member of Women Corporate Directors (WCD), an organization of women who serve on public company boards. She remains active with both Princeton and Stanford, and is on the Board of the United States Ski and Snowboard Association, which supports Olympic athletes. She was formerly on the Boards of Mesa Airlines, a publicly traded airline, and Greenhunter Energy, a publicly traded water reclamation company.
Ms. Silcock received her MBA from Stanford University and her B.A. from Princeton University.
Caroline Shettle is a Vice President at The Riverside Company, a global private equity firm focused on acquiring and investing in growing businesses valued at up to $400 million. Caroline joined Riverside’s San Francisco office in 2015 and serves as an investment professional for the Riverside Capital Appreciation Fund (RCAF) which is currently investing out of its seventh series. Caroline specializes in the consumer industry and helps lead Riverside’s consumer investment efforts globally. Prior to joining Riverside, Caroline worked at Medley Partners, the private markets investment manager for the foundations affiliated with Jim Simons’ family. Prior to joining Medley, Caroline worked in investment banking at JMP Securities. She graduated magna cum laude from Georgetown University McDonough School of Business with a dual degree in Finance and International Business.
Caroline sits on the boards of Momentum Group, a value-added distributor of textiles and wallcoverings serving the architecture and design and commercial furniture manufacturer channels; NuStef Baking, a manufacturer of better-for-you bakery goods; and, Clarus, a manufacturer of glass architectural solutions serving commercial end markets.
MODERATOR
Julie E. SilcockManaging Director, Co-Head of Southwest Investment Banking Houlihan Lokey
Tiffany KoschManaging Director Centergate Capital
Caroline ShettleVice President Riverside Company
INDEPENDENT SPONSOR PANEL
TUESDAY, MARCH 14 | 2:00 PM – 3:30 PM | REUNION BALLROOM
David McLean advises private investment funds and sponsors in their equity and debt investing activities. His deep experience up and down the capital stack allows him to bring a broad range of expertise to his clients, together with the deep market insight, knowledge and relationships that accompany that experience.
David regularly counsels clients on all types of investing activities, from venture capital, minority equity, growth equity and control buyouts, to venture lending, mezzanine finance and senior lending. He has over 19 years of practice, with a particular focus on junior capital and the investment funds that focus in this sector.
David and his team bring a partner approach to their clients, with an emphasis on providing value-added services that go beyond the mere execution of transactions.
MODERATOR PANELISTS
Drew Bagot is a Managing Partner of Calidant Capital, with over a decade of direct middle market private equity experience. He was most recently an Associate Director at ORIX Americas, a principal investment arm of an international financial conglomerate with over $100 billion in assets, focusing on deploying $10-30 million into growing middle-market companies across myriad industries. Mr. Bagot was previously a senior analyst with Pharos Capital Group, a $1 billion private equity fund that concentrates on the business services, healthcare, and technology sectors. Prior thereto, he served as the lead underwriter at Shoreline Capital, a private equity-focused family office. Mr. Bagot attained a BBA in Finance with high honors from the McCombs School of Business at the University of Texas at Austin and an MBA from the Johnson Graduate School of Management at Cornell University.
Drew BagotManaging Partner Calidant Capital
David McLeanPartner McGuire Woods
TOPIC
The Independent Sponsor Model in Today’s Deal Environment and What the Future Holds
A Managing Partner and co-founder of Valesco Industries, Jack has compiled a broad-based professional background that includes extensive experience in hands-on operating management, professional advisory, mergers, acquisitions, and corporate finance. Prior to Valesco, Jack was Executive Vice President and Chief Financial Officer for one of the largest independent fabricators of reinforcing steel in North America.
Earlier, he was a principal in a private equity firm where he was active as both investor and operator in building a portfolio of companies, through acquisitions and internal growth initiatives, having annual revenues in excess of $400,000,000.
His operations experience includes both executive and advisory posts working with distressed and turnaround businesses.
Mr. Sangalis is Managing Director of ORIX Corporation USA’s Private Debt and Equity Capital Business Group and leads the ORIX Mezzanine & Private Equity group for ORIX Corporation USA (ORIX USA). He is also a past member of the ORIX USA Investment Committee. Mr. Sangalis has extensive experience in private equity and mezzanine asset classes and focuses predominantly on independent sponsor transactions and also works with funded equity sponsors, family offices, and directly with entrepreneurs and management teams. Throughout his career, Mr. Sangalis has invested in more than 100 initial and follow-on transactions totaling more than $1.5 billion in equity and junior capital.
Tim is a Partner and co-founder of Caruth Capital Partners and is actively involved in all aspects of the firm’s investment activity. He is a board member of each of the four current portfolio companies and actively works with management on developing and implementing value-creating initiatives.
During his 20 year investment career he has held several senior investment positions. Prior to co-founding Caruth Capital, Tim was a principal at a Dallas-based middle market fund. During his tenure there, he led the leveraged recapitalization of a successful media company, Big Outdoor Media Holdings, where he was Chairman.
Previously, Tim was co-head of private equity investing for Thrivent Financial, in Minneapolis, where he started and led the deployment of $2.5 billion of private equity investments.
Suzanne Lovett is a Senior Vice President and Business Development Officer for Presidential Financial Corporation, a MidFirst Bank company. Presidential Financial provides asset-based financing solutions up to $30 million to middle market companies in need of capital for acquisitions, recapitalizations and other working capital needs.
She has been an asset-based lender in the Southwest for more than 30 years beginning her career with Foothill Capital as a workout consultant but has spent the majority of her career in developing, structuring and closing senior secured debt transactions for Wells Fargo Capital Finance and its legacy companies. Suzanne Lovett
Senior Vice President, Business Development Presidential Financial, a MidFirst company
Jack SaddenManaging Partner Valesco Industries
Jeff SangalisHead of ORIX Mezzanine
& Private Equity ORIX
Tim WegenerCo-Founder and Partner Caruth Capital Partners
KEYNOTE BREAKFAST
With a long and varied entrepreneurial history in natural foods ranging from retailer to farmer to consultant, Walter Robb joined Whole Foods Market in 1991 and in 2010, was named co-CEO along with John Mackey at which time he joined the Whole Foods Market Board of Directors. In 2017, Amazon acquired the company for $13.7 billion, and Robb transitioned his leadership focus to his role as Chairman of the Board for Whole Kids Foundation and Whole Cities Foundation. Robb also serves on the Board of Directors for Union Square Hospitality Group, The Container Store, FoodMaven and HeatGenie.
Robb is an ardent organic advocate; he works his own organic garden and has served on the Board of Directors of the Organic Trade Association and the Organic Center for Education and Promotion.
He graduated Phi Beta Kappa from Stanford University in 1976 and is a proud father and grandfather with two sons, a daughter, and four grandchildren.
THURSDAY, MARCH 14 | 8:00 AM – 10:00 AM | REUNION BALLROOM
Breakfast, Opening Remarks & Keynote
KEYNOTE SPEAKER
Walter RobbChairman of the Board, Whole Kids Foundation & Whole Cities Foundation
Former CEO, Whole Foods Market
CONFERENCE CHAIRS
Jeff has honed his understanding of operational finance and leadership over the course of two decades in finance, real estate and technology. Prior to co-founding DartPoints in 2012, he served as Chief Financial Officer of a Southwest-based commercial finance firm, where he oversaw a mid-eight figure balance sheet and negotiated and closed a $30 million non-recourse credit facility during the height of the 2008-10 credit crisis. He also led the acquisition and development initiatives for a California-based real estate private equity firm, creating millions of dollars in value through negotiation and asset management efforts. Jeff also spent several years in Silicon Valley negotiating dozens of technology licenses and strategic partnerships with leading software and hardware vendors, after beginning his career in investment banking.
Jeff is also a leader in the Dallas business community, having served as Chapter President for the DFW Chapter of the Association for Corporate Growth (ACG) and as an Adjunct Professor of Finance at both Southern Methodist University and the University of Texas at Dallas. In addition, Jeff was recently appointed to join the Board of Directors for ACG Global.
In his spare time, Jeff enjoys distance running, playing amateur baseball, skeet shooting, playing the guitar and spending time with his wife and two children, usually on a ball field of some sort. He earned his BS in Finance from Miami University (Ohio) and his MBA in Entrepreneurial Management, Electronic Commerce, and Finance (triple major) from the Wharton School, University of Pennsylvania.
Prior to joining the accounting firm of Grant Thornton LLP, Tony worked as the Director of Business Development for Hein & Associates. Prior to his experience with Hein, Tony worked as a Vice President for JD Ford & Company, a Denver-based, investment banking firm. Tony also worked in New York and in Dallas for Goldman Sachs’, PWM Division. Before he joined Goldman Sachs, Tony was the Director of Marketing for Alexander Capital Management Group, a Denver-based asset management firm.
Tony is a cum laude graduate of Howard University. He also attended the University of Colorado at Boulder, where he was a “Redshirt” on the football team. He served as the President for the Dallas/Ft. Worth Chapter, of the Association for Corporate Growth (ACG) from 2017-2018. Tony is also on the board of the Southwest Chapter of the Commercial Finance Association. In addition, he is a member of the Dallas Petroleum Club, where he has served on several committees.
In his leisure time, Tony enjoys cycling, watching college football, golf, hiking, reading, skiing, traveling and spending time with his wife and 2 daughters.
TACC CO-CHAIR
Tony BanksDirector Grant Thornton LLP
TACC CO-CHAIR
Jeff NolandManaging Partner & CFO/COO DartPoints Holdings
Next year the Texas ACG Capital Connection will be in Houston – a city with one of the most robust, dynamic economies in the world known for a diverse array of industries to include high-technology, biomedical research, healthcare, banking & finance, professional services and energy industries.
MARRIOTT MARQUIS HOUSTON HOUSTON, TX
17th Annual: March 2-3, 2020
NEXT YEAR’S TACC
The 17th annual Texas ACG Capital Connection promises to be the largest and most significant private equity event in Texas and the Southwest. This national conference typically brings together more than 100 of the nation’s leading private equity and mezzanine firms to Texas representing in excess of $100 billion of capital available for investment creating creates an outstanding networking opportunity among merger and acquisition professionals, business owners and executives serving the middle market.
If you’re considering attending, exhibiting or sponsoring, please contact next year’s Chair for more information:
Colt Luedde
Managing Director
GulfStar Group
713-300-2015
Association for Corporate Growth
®
Founded in 1954, the Association for Corporate Growth has chapters worldwide representing 14,500 members. ACG serves 90,000 investors, executives, lenders and advisers to growing middle-market companies. ACG’s mission is to drive middle-market growth.
75% of ACG members report that they have done business with fellow members. This return on investment has made ACG the most trusted and respected resource for middle-market dealmakers and business leaders who invest in growth and build companies.
Why Join ACG?• Access a global network of over 14,500 members from all areas of
midmarket M&A• Over 1,200 networking events globally including InterGrowth and
EuroGrowth• A voice in Washington, D.C.: ACG advocates on behalf of the middle
market• Exclusive access to top financial data through the PitchBook Platform• Expert intelligence with Middle Market Growth magazine, webinars,
podcasts and more
Learn More or Become a Member
Learn about current events, tools, networks, sponsorship opportunities, membership and more.
www.acg.org
THE POWER OF ACG
75% of ACG members report that they have done business with fellow members.
SPONSORS
Founded in 1977, Dallas Business Journal is the leading source for local business news, research, and North Texas.
In addition to a weekly print publication, the DBJ also offers a digital edition, the annual Book of Lists, free daily morning and afternoon news updates and other industry specific newsletters. The DBJ also hosts networking and awards events including the Best Places to Work, 40 Under Forty, Middle Market 50, Best Real Estate Deals and Women in Business.
The DBJ is a division of American City Business Journals, the country’s largest publisher of business publications. It is owned by Advance Publications, a private publishing company that also owns Condé Nast magazines and Newhouse Newspapers.
Contact
Ollie Chandhok
Market President & Publisher
214-706-7147
Jeff Schnick
Editor
214-706-7112
Address
2515 McKinney Ave.
Suite 100
Dallas, TX 75227
214-696-5959
Platinum Sponsor
www.bizjournals.com
PLATINUM SPONSORS
Calvetti Ferguson is a Texas-based, middle-market accounting and consulting firm that provides audit, tax, accounting, and advisory services. Our primary focus is on PE-backed companies in the middle-market sector. Our clients’ industries include real estate, construction, oil and gas, oilfield services, pipelines, engineering, manufacturing, distribution, and technology. One of our defining characteristics is the level of sophistication we bring to our middle-market clients through our comprehensive experience and integrated service offerings. Most of our partners and other professionals have Big Four accounting firm experience in multiple areas of expertise. As a result, we bring a high level of experience and skill to the table when solving our clients’ business issues.
Contact
Emily Martin
Marketing Director
713-957-2300
Address
1201 Louisiana Street
Suite 800
Houston, TX 77002
713-957-2300
Platinum Sponsor
www.calvettiferguson.com
At S&P Global Market Intelligence, we integrate financial and industry data, research and news into tools that help track performance, generate alpha, identify investment ideas, understand competitive and industry dynamics, perform valuation and assess credit risk. Investment professionals, government agencies, corporations and universities globally can gain the intelligence essential to making business and financial decisions with conviction.
S&P Global Market Intelligence is a division of S&P Global (NYSE: SPGI). For more information, visit www.spglobal.com/marketintelligence.
Contact
Katherine Mitchell
Marketing Manager
510-409-5268
Platinum Sponsor
www.spglobal.com/marketintelligence
Holland & Knight is a global law firm with more than 1,300 lawyers and other professionals in 28 offices throughout the world. Among the nation’s largest law firms, Holland & Knight provides representation in litigation, business, real estate and governmental law. Interdisciplinary practice groups and industry-based teams provide clients with access to attorneys throughout the firm, regardless of location. Our significant experience with Senior Syndicated and Senior Cash Flow Lending and Asset-Based Lending transactions allows us to provide timely and market current representation in a highly efficient manner. Having structured virtually all types of Cash-Flow and ABL facilities, we are well versed in the primary credit concerns and considerations of our clients – from the everyday to the esoteric. Our full service counseling focuses on achieving our clients’ desired business results in a manner consistent with institutional objectives.
Contacts
Steven Sonberg
Managing Partner
305.789.7794
James Chadwick
Partner
214-964-9475
Address
701 Brickell Avenue
Suite 3300
Miami, FL 33131
305-374-8500
Platinum Sponsor
www.hklaw.com
PLATINUM SPONSORS
Frost Brown Todd is a law firm with more than 500 lawyers across the middle of America, including a growing Dallas office. Frost Brown Todd’s Private Equity Team is focused on providing legal services for clients in the middle-market private equity and venture capital financing spaces. Our private equity team comprises more than 50 attorneys who bring a wealth of industry-specific experience, advising companies and investors in the automotive, tech, healthcare, manufacturing, oil and gas, logistics, and franchising sectors.
Frost Brown Todd’s private equity clients benefit from the firm’s locations in the middle of America, where many acquisition targets have operations. We’ve emerged as a go-to firm for clients operating in the middle market because of our ability to bring top-market terms and methods to middle-market deals. We also provide comprehensive legal and advisory services to portfolio companies, startups, entrepreneurs, and businesses seeking financial investors and buyers.
Contact
Aaron Turner
Member
214-580-5858
Eddy Moore
Member
214-580-5842
Address
100 Cresent Court
Suite 350
Dallas, TX 75219
214-545-3742
Gold Sponsor
www.frostbrowntodd.com
Capital One® Financial Sponsor Group offers specialists who work exclusively within key industry sectors. You get experience, expertise and solutions tailored to transactions you’re planning today—and the exit strategies you’ll need tomorrow. You can count on our responsiveness, commitment to building long-term relationships and strong track record of facilitating transactions from origination to closing.
Contact
Mark Patchell
Head of Middle Market Sponsor Finance
203-961-6745
Gold Sponsor
www.capitalone.com/commercial
GOLD SPONSORS
GOLD SPONSORS
PitchBook is a financial data and software company that provides clarity into the capital markets to help professionals discover and execute opportunities with confidence and efficiency. We collect and analyze detailed data on the entire venture capital, private equity, and M&A landscape - including public and private companies, investors, funds, investments, exits, and people. Our data and analysts are available through our suite of products, industry news, and in-depth reports.
Contacts
Kyle Moyes
Director of Business Development
206-408-2043
Jessie Covich
Customer Success Manager
206-494-0370
Address
901 5th Ave
Suite 1200
Seattle, WA 98164
206-623-1986
Gold Sponsor
www.pitchbook.com
Mergers & Acquisitions is a SourceMedia resource whose mission is to inform, enable and connect professionals in middle-market deal-making. M&A brings together a large and qualified community of strategic buyers, private equity financiers, and others who identify targets, negotiate transactions, perform due diligence, and close deals. These professionals gather at TheMiddleMarket.com, in the pages of our monthly magazine, at live events, and on our social networks at LinkedIn, Twitter and Facebook. Members rely on us for deal and dealmaker profiles, news and trend analysis, market statistics and transaction data.
Contact
Harry Nikpour
Sr. Sales Manager
212-803-8634
Address
1 State Street Plaza
Floor 27
New York, NY 10004
212-803-8634
Gold Sponsor
www.themiddlemarket.com
GOLD / SILVER SPONSORS
Polsinelli is an Am Law 100 firm with more than 825 attorneys in 21 offices. Ranked #30 for Client Service Excellence* and #10 for best client relationships** among 650 U.S. law firms, Polsinelli was also named among the top 30 best-known firms in the nation***. The firm’s attorneys provide value through practical legal counsel infused with business insight, and focus on health care, financial services, real estate, intellectual property, mid-market corporate, labor and employment, and business litigation.
Polsinelli’s Corporate and Transactional practice provides a range of legal services from selecting the appropriate choice of entity through exit strategies and everything in between during the life cycle of a business. Working in collaboration with attorneys from the firm’s Tax and other related practices allows us to provide our clients with comprehensive legal advice designed to minimize liability, maintain flexibility, and advance our client’s objectives.
Whether our client’s business is seeking capital, expanding, winding down, or facing financial restructuring, our attorneys provide tailored counsel rooted in an understanding of our client’s business as well as the industries in which they operate.
*2019 BTI Client Service A-Team Report *2017 BTI Industry Power Rankings
***2018 BTI Brand Elite
Contact
Jonathan K. Henderson
Corporate and Transactional Practice Chair;
Managing Partner, Dallas
214-397-0016
Andrew Kinworthy
Shareholder
214-397-0263
Address
2950 N. Harwood Drive
Suite 2100
Dallas, TX 75201
206-623-1986
Gold Sponsor
www.polsinelli.com
BMO Harris Bank, part of BMO Financial Group, provides personal, wealth, commercial and small business banking services. From structuring a loan to managing your cash flow, BMO Harris’ Commercial Bank provides a full range of financial solutions to meet your business’ unique demands. Our relationship managers work on teams dedicated to serving specific industries and product groups, so you can be confident that you’re working with a partner that brings the knowledge and insights you need to help your business succeed.
The Asset Based Lending team helps leverage the value of your assets to meet a variety of financing needs and provide flexible financing solutions that work. Whether it’s to support acquisitions, recapitalizations, growth in working capital, restructurings, or turnaround situations BMO Harris Asset Based Lending is ready to help you achieve your vision.
Banking products and services are provided by BMO Harris Bank and are subject to bank and credit approval. BMO Harris Bank® is a trade name used by BMO Harris Bank N.A. Member FDIC.
Contact
Mike Ehlert
Managing Director
214-766-4033
Charlie Cunningham
Director
469-230--3491
Address
200 Crescent Court
Suite 225
Dallas, TX 75201
214-766-4033
Silver Sponsor
www.bmoharris.com/commercial
SILVER SPONSORS
SILVER SPONSORS
With roots dating back to 1961, Buyouts Insider is home to a collection of highly-regarded brands serving the private capital industry. Our Active LPs, Buyouts, PE Hub, and VCJ (Venture Capital Journal) digital news, data services and print publications are widely-known for their exclusive industry intelligence. With office locations in New York City, San Francisco, Washington D.C., Metro, and Ottawa, Canada, Buyouts Insider’s editorial teams are made up of industry experts deep-seated in the alternative investments market.
Contacts
Customer Service
NY Office
800-455-5844
Address
9 East 38th Street
11th floor
New York, NY 10016
800-455-5844
Silver Sponsor
www.pehub.com
THE RIGHT PARTNER – Rest assured, knowing that your complex financial transactions are in experienced hands. When institutions access the capital markets, they need an experienced partner to help manage the many details and regulatory requirements. Recognized as an independent and trusted third party, BOK Financial brings credibility and stability to your financial transactions with professionals that are dedicated to understanding the needs of our clients and developing thoughtful solutions to meet those needs.
Contact
Erin Fitzpatrick
Vice President
972-892-9972
Kathy McQuiston
Vice President
214-932-3061
Address
5956 Sherry Lane
Suite 1201
Dallas, TX 75225
972-892-9972
Silver Sponsor
www.bokfinancial.com
SILVER SPONSORS
D CEO builds community among top North Texas executives through insightful and authoritative articles about local executives, written by the region’s leading journalists. The publication has been named the nation’s top regional business magazine for 5 of the past 6 years. D CEO also connects the region’s leadership class through branded, invitation-only events.
Contact
Rhett Taylor
Advertising Director
214-523-0376
Address
750 North St. Paul Street
Suite 2100
Dallas, TX 75201
214-540-0115
Silver Sponsor
www.dmagazine.com
Dorsey & Whitney is an international law firm with offices across the United States, Canada, Europe and the Asia-Pacific region. The firm’s Dallas lawyers are recognized in Texas and beyond for their work in a broad array of finance (including senior cash flow and asset based lending, mezzanine financings, second lien financings and unitranche), private equity, M&A, general corporate and securities matters. They are experienced in representing clients in debt and equity transactions, as well as in leveraged buyouts and management buyouts, portfolio company acquisitions and dispositions, fund formation, corporate governance, SBIC compliance and SEC reporting.
Contact
Larry Makel
Partner
214-981-9916
Jamie Whatley
Partner
214-981-9912
Address
300 Crescent Court
Suite 400
Dallas, TX 75201
214-981-9900
Silver Sponsor
www.dorsey.com
SILVER SPONSORS
MB Business Capital and MB Business Capital Canada are divisions of MB Financial Bank, NA, a commercial bank based in Chicago, IL, that provide creative asset-based financing to middle-market companies throughout the United States and Canada ranging from $5 million-$35 million. Serving middle market manufacturers, distributors and service companies; selected regional or national store-based retail chains with sales from $25 million to $500 million primarily with needs related to acquisitions, dividend recapitalizations, growth, debt restructurings, debtor-in-possession, CAPEX and turnarounds. Prospects should generally be profitable with sufficient cash flow to cover debt service. Turnarounds are selectively considered provided a return to profitability can be documented through due diligence. MB provides flexible structures that include revolving lines of credit supported by accounts receivable and inventory and term loans, supported by equipment and real estate. Dedicated syndication capabilities up to $100,000,000.
Contacts
Heidi Luck
SVP, Marketing Manager
214-706-9158
Jack Gracheck
SVP ABL Business Development Officer
877-265-3829
Address
8117 Preston Road
Suite 300W
Dallas, TX 75225
214-706-9158
Silver Sponsor
www.mbbusinesscapital.com
Marquette Business Credit, LLC., a subsidiary of UMB Bank, n.a., was established in 2004 by a group of industry veterans. Over the past decade Marquette has funded well over $1 billion in commitments to businesses throughout the United States. Marquette is dedicated to providing superior financing products with an individualized approach to account management. Our focus is to provide senior financing solutions to help middle market companies with their growth, recapitalization, restructuring, acquisition and other working capital needs. Marquette primarily provides working capital solutions based upon accounts receivable and inventory advances, and also provides term loans supported by machinery, equipment, owner occupied real property, and cash flow. With centuries of combined experience, the Marquette team is one of the most experienced and tenured within the financial services industry. Backed by the stability of UMB Bank and more than 100 years of experience, Marquette provides strength, responsibility and best business practices to clients across the nation.
Contact
Andy Burgess
Senior Vice President
214-389-5926
Jim Johnson
Senior Vice President
214-389-5906
Address
5910 N. Central Expressway
Suite 1900
Dallas, TX 75206
214-389-5900
Silver Sponsor
www.umb.com
SILVER SPONSORS
Mergermarket provides market-leading proprietary insight with a focus on origination. This actionable information allows firms to track the strategic intentions of potential and existing clients, and to be the first to know of any relevant M&A developments.
With a global network of 300 dedicated M&A journalists and analysts, the team can talk to CEOs, CFOs and industry contacts and report what they learn to Mergermarket subscribers. Together with specialized analysis and data, Mergermarket is an indispensable resource for M&A professionals.
Mergermarket is an Acuris company, which specializes in creating an information advantage for subscribers in markets ranging from M&A to life sciences.
Contact
Kurt Viehl
Head of Sales, Americas
212-390-7812
Address
1501 Broadway, 8th Floor
New York, NY 10036
212-390-7812
PNC Business Credit provides senior debt availability through asset levergae by finding value in accounts receivable, inventory, machinery & equipment, trademarks & patents, and intelluctual property. With extended reach to Canada and the UK. PNCBC offers cross-border financing for U.S. - based companies, combined with domestic financing capabilities.
Contact
Kurt Putkonen
Regional Manager
214-871-1279
Brian Conway
Marketing Manager
214-871-1262
Address
2100 Ross Ave
Suite 1850
Dallas, TX 75201
214-871-1200
Silver Sponsor
www.pnc.com/donedeal
Silver Sponsor
www.mergermarket.com
SILVER SPONSORS
With private equity-lending services and customized Treasury & Liquidity management solutions, our Private Equity specialists are dedicated to meeting your exact needs. Thanks to years of experience serving private equity investors, our entrepreneurial bankers uniquely understand your requirements and are empowered to approve deals without the red tape. In addition, as a bank born and bred in the Lone Star State, we’re able to connect you with local businesses and industry partners throughout Texas, giving you the inside track on new opportunities before anyone else.
Contact
Russell Hartsfield
President, Sponsored Lending
214-932-6667
Silver Sponsor
www.texascapitalbank.com
West Monroe is a progressive business and technology consulting firm that partners with dynamic organizations to reimagine, build, and operate their businesses at peak performance. Our team of more than 1,100 professionals is comprised of an uncommon blend of business consultants and deep technologists. This unique combination of expertise enables us to design, develop, implement, and run strategic business and technology solutions that yield a dramatic commercial impact on our clients’ profitability and performance. For more information, visit www.westmonroepartners.com.
Contact
Kara Sheehan
Marketing Manager
612-594-8047
Scott Fuzer
Director
Address
1722 Routh St
Suite 850
Dallas, TX 75201
612-594-8047
Silver Sponsor
www.westmonroepartners.com
Cadence Bank, headquartered in Houston, Texas is an $17.6 billion regional bank with 98 locations in Alabama, Florida, Georgia, Mississippi, Tennessee and Texas. Backed by 130 years of financial expertise, Cadence provides corporations, middle-market companies, small businesses and consumers with a full range of innovative banking and financial solutions. Services and products include commercial and business banking, treasury management, specialized lending, commercial real estate, foreign exchange, wealth management, investment and trust services, financial planning, retirement planning, retirement plan management, business and personal insurance, consumer banking, consumer loans, mortgages, home equity lines and loans, and credit cards. Clients have access to leading-edge online and mobile solutions, interactive teller machines, and 55,000 ATM’s. The Cadence team of 1,800 associates is committed to exceeding customer expectations and helping their clients succeed financially. Cadence Bank, N.A. is a subsidiary of Cadence Bancorporation (NYSE: CADE).
Contact
Ron Baker
Executive Vice President, North Texas C&I
Banking Head
214-365-7014
Todd Cornelius
EVP, Executive Group Manager C&I Banking
214-365-7010
Address
5950 Sherry Lane
Suite 540
Dallas, TX 75225
Bronze Sponsor
cadencebank.com
Baker Tilly Virchow Krause, LLP (Baker Tilly) is a leading advisory, tax and assurance firm whose specialized professionals guide clients through an ever-changing business world, helping them win now and anticipate tomorrow. Headquartered in Chicago, Baker Tilly, and its affiliated entities, have operations in North America, South America, Europe, Asia and Australia. Baker Tilly is an independent member of Baker Tilly International, the world’s 10th largest network of independent accounting and business advisory firms in 145 territories, with 34,000 professionals.
Baker Tilly’s private equity practice combines extensive industry knowledge and deep experience to provide comprehensive services to private equity funds and their portfolio companies. Our expertise and insights serve the accounting, tax, financial, growth and operational needs of our clients. Our focus on the middle market and our breadth of advisory services provides us an inherent understanding of your portfolio, helping you maximize the business potential of each investment.
Contacts
Thomas Walker, Jr.
Managing Partner
312-729-8029
Evan Tierce
Managing Director - Houston Practice Growth
281-500-9341
Address
205 North Michigan Avenue
Chicago, IL 60601
312-729-8000
Bronze Sponsor
www.bakertilly.com
BRONZE SPONSORS
BRONZE SPONSORS
Technology is at the center of every business. Centre Technologies’ team of IT experts and certified consultants assess, design, deploy, and support innovative solutions that empower financial and private equity organizations of all sizes by delivering the right technology to improve efficiency and enhance collaboration. Centre’s trademark ideal IT infrastructure methodology, C-Stack™, provides businesses with a technology roadmap that is fully optimized for speed, security, efficiency, scalability, and manageability. As a trusted partner to customers, employees and technology manufacturers, Centre is able to provide an exceptional level of service for IT Project Management, managed IT support, cloud hosting and cybersecurity assessments and monitoring that allows you to focus on empowering your workforce and grow your business. Centre Technologies is an SSAE 18 SOC 2 Type 2 certified IT solution provider, meeting standards for security and availability of systems used to process data confidentiality. Learn more by visiting centretechnologies.com
Contact
Wade Mosier
Regional Sales Manager
214-550-3535
Jordan Hall
Senior Account Executive
214-550-3589
Address
16801 Greenspoint Park Dr.
Suite 200
Houston, TX 77060
281-506-2480
Bronze Sponsor
www.centretechnologies.com
At Doligence, we provide middle market firms with due diligence solutions and services to ensure that deals are closed efficiently, and risk is managed proficiently. Whether you are evaluating new investments, undergoing internal reviews, or satisfying regulatory requirements, our professionals provide data room support, undertake a careful and thorough review of relevant organizational and charter documents, commercial contracts, employment contracts, as well as other ancillary contracts and associated documents. We identify problematic issues, provide mitigatory options and solutions, as well as work with you and your counsel to implement them.
At Doligence, we offer certainty, clarity and transparency to the due diligence process so that deal makers can focus on what they do best – CLOSE DEALS.
Contact
Layi Ali-Ajibode
VP, Diligence Operations
832-755-7951
Rob Moore
VP, Business Development
713-425-2935
Address
2450 Louisiana Street
Suite 400-920
Houston, TX 77006
713-425-2935
Bronze Sponsor
www.doligence.com
BRONZE SPONSORS
Mutual of Omaha Bank is proud to be a Bronze Sponsor of Texas ACG Capital Connection. With expert banking talent and over $8 billion in total assets, we provide financial solutions to individuals and businesses across the United States. The bank is a subsisiary of Mutual of Omaha, an investment grade insurance and financial services leader for more than 100 years.
Mutual of Omaha Bank’s Houston-based focused lending groups include; Commercial and Industrial Lending, Corporate Lending, Enterprise Value and Private Equity Support Lending, Maritime Lending, Commercial Real Estate, Business Banking, Retail Banking, Treasury Management Services, and Private Wealth Management. We are uniquely positioned to meet the specialized lending needs of companies, their owners, and investors.
Mutual of Omaha Bank offers the financial resources and expertise to be a value added partner. For more information, visit www.mutualofomahabank.com
Contacts
Jake Munn
Managing Director
713-405-1568
Matt Cherian
Senior Vice President
713-405-1565
Address
520 Post Oak
Suite 700
Houston, TX 77027
Bronze Sponsor
www.mutualofomahabank.com
The Leyendecker team has been serving private equity markets for over 20 years. We have placed well over 100 investment professionals into private equity firms and almost 100 C-Level roles in portfolio companies. In 2018 we completed five C-Level assignments while three of our previous C-level placements took their companies through highly successful liquidity events. Additional Leyendecker clients have included corporate banks, investment banks, institutional investors, money managers, hedge funds, distressed funds, family offices and specialty finance shops.
Contact
Douglas A. Leyendecker
Owner, Leyendecker Executive Search
713-862-3030
Address
5847 San Felipe
Suite 1700
Houston, TX 77057
713-862-3030
Bronze Sponsor
www.leyendecker.com
NOW CFO is a full-service, “roll-up-our-sleeves” accounting firm specializing in CFO, Controller, and accounting support. Our expert employees are skilled professionals who fix the accounting and finance problems all companies face. NOW CFO’s model and structure allows companies to access resources that fit their specific needs; from financial statement cleanup to audit prep, M&A support, and beyond, our team of high-quality resources is ready to lend a hand.
Contact
Sana Sundrani
Regional Manager
214-493-7539
Cole Dennard
Managing Partner
214-493-7539
Address
8330 LBJ Freeway
Suite B250
Dallas, TX 75243
214-493-7539
Bronze Sponsor
www.nowcfo.com
BRONZE SPONSORS
Robert Half is the world’s first and largest specialized staffing firm and a recognized leader in professional staffing services. With 340 locations world-wide, Robert Half can help companies solve their staffing needs in the fields of accounting and finance, technology, administrative, legal, creative and marketing. We have relationships with millions of highly skilled candidates who are ready to make a tangible difference to your company. Because we live and work where you do, we can share our local-market expertise to match your specific needs. Our unique approach, deep expertise, technology and robust resources power our ability to connect experienced professionals with the positions you have available. These candidates not only fit the job description, but enrich your company’s unique culture. We provide one-to-one, personal service from industry specialists who understand your specific needs so they can act quickly to fill your short term needs as well as long term goals. We have several offices throughout Dallas and Fort Worth markets. To learn more, visit www.roberthalf.com/tx-dallas-ft-worth.
Contact
Samantha Powers
Field Event Coordinator
720-488-2794
Address
105 Decker Court
Suite 400
Irving, TX 75062
469-708-0328
Bronze Sponsor
www.roberthalf.com/tx-dallas-ft-worth
BRONZE SPONSORS
The Credit Junction is the first data-driven asset based lending platform and is transforming the way small and mid-sized businesses access working capital, growth and supply chain financing solutions. The company combines technology and data intelligence with traditional asset-based credit metrics and offers up to $7.5 million in capital availability. The Credit Junction targets growth-oriented suppliers, distributors and manufacturers typically with revenues between $5M and $50M.
The financing that the company provides not only helps small businesses access the capital they need, but also stimulates job creation and bolsters community development in local towns, cities and regions across the US and Canada.
Contacts
Deborah Koenigsberger
Senior Manager, Executive Support
646-849-1354
Kathleen Barry
Branding & Communications
Coordinator
908-313-1955
Address
132 West 31st Street
Suite 1301
New York, NY 10001
877-263-2022
Bronze Sponsor
www.thecreditjunction.com
TriNet (NYSE: TNET) provides small and medium size businesses (SMBs) with full-service HR solutions tailored by industry. To free SMBs from HR complexities, TriNet offers access to human capital expertise, benefits, risk mitigation and compliance, payroll and real-time technology. From Main Street to Wall Street, TriNet empowers SMBs to focus on what matters most—growing their business.
At TriNet, our mission is to power the business success of our partners through extraordinary human resources. We also rally around a shared vision of improving humanity through business growth and innovation.
Contact
Erik Wayton
Managing Director
512-354-8877
Bronze Sponsor
www.trinet.com
Vistra helps alternative investment firms with fund establishment, fund administration, regulatory compliance and more. We have the local knowledge and global network to support our clients where they’re domiciled, where their investors are located and where they invest. With Vistra, fund managers and investors can confidently raise capital in any market.
Vistra also manages international expansion and operations, providing all the services necessary to complete any cross-border M&A deal. We establish legal entities, run payrolls, prepare corporate taxes, provide HR support and more. And our software platform allows clients to manage their global operations from one location.
Ranked in the top three corporate service providers globally, Vistra employs 4,000 people across 46 jurisdictions. We serve over 100 Fortune 500 companies and have $282 billion of alternative assets under administration. Our depositary services under the AIFMD have been included in the ISAE 3402 since 2014.
Contacts
David Skoog
Sales Director
214.564.7736
Melinda Babin
Marketing Director
857-770-1767
Address
31 St. James Avenue
Boston, MA 02116
888-881-6576
Bronze Sponsor
www.vistra.com
At Weaver, we are dedicated to helping private equity firms realize significant value from each transaction. We offer a full range of advisory, tax and assurance services that go beyond due diligence to provide trusted advice and financial information throughout the entire transaction lifecycle — from strategy and valuation to integration and divestiture. Our Private Equity Practice combines national firm expertise and capabilities with the client service of a smaller firm. We provide private equity firms, their portfolio companies, family offices, independent sponsors and mezzanine firms with trusted advice and financial information.
With nine U.S. offices and approximately 650 people, Weaver is the largest independent accounting firm in the Southwest and is consistently ranked among the top 40 firms in the country according to INSIDE Public Accounting’s Top 100 Accounting Firms. Weaver is also consistently ranked as one of the fastest-growing firms in the country. Visit weaver.com to learn more.
Contact
Ryan Irby
Director, Transaction Services
972-490-1970
Brian Reed
Partner-in-Charge, Financial Advisory Services
972-490-1970
Address
2300 North Field Street
Suite 1000
Dallas, TX 75201
972-490-1970
Bronze Sponsor
www.weaver.com
BRONZE SPONSORS
BRONZE / EVENT SPONSORS
EVENT SPONSORSEVENT SPONSORS
BDO delivers assurance, tax, and financial advisory services to clients throughout the country and around the globe. We offer numerous industry-specific practices, world-class resources, and an unparalleled commitment to meeting our clients’ needs. We currently serve more than 400 publicly traded domestic and international clients.
BDO’s Private Equity Practice supports Private Equity sponsors, funds, and their portfolio companies with a full spectrum of professional services. Our integrated, multidisciplinary teams support both buy- and sell-side transactions around the world, easily transitioning to serve both portfolio and fund. We assist private equity funds, portfolios, venture capital, mezzanine, and buyout firms, coordinating transactions in multiple countries. Our dedicated Private Equity teams provide fund services, transaction advisory, portfolio management, and compliance guidance.
Contact
Bryan Fischer
BDS Director, Private Equity
214-243-2934
Address
600 North Pearl St.
Suite 1700
Dallas, TX 75201
214-969-7007
Event Sponsor
www.bdo.com
At Wilmington Trust, we look at every deal as a unique opportunity and employ a solution-driven model—a strategy that with our flexibility and responsiveness will foster a seamless execution of each M&A project, whether in our capacity as escrow, paying, exchange, or tender agent.
Through our strong operational platform you experience efficient payments, flexible agreement review, paperless closings, and customized reporting. Our FASTTRACK paying agent portal provides an easier submission of documents and the opportunity to reduce manual transcription errors, enabling an overall quicker settlement process. Our job is to make the escrow/paying agent process easy and efficient; that’s why our relationship managers are specialized in M&A and are empowered to move your deal along. Contact us to see how we can make a difference in your transaction. Visit www.wilmingtontrust.com/m&a to learn more.
Contact
Stephen McPherson
Vice President
972-383-3161
Address
15950 North Dallas Parkway
Suite 550
Dallas, TX 75248
972-383-3161
Bronze Sponsor
www.wilmingtontrust.com
GulfStar Group is one of the leading middle market investment banking firms in the United States, serving companies with enterprise values ranging from $25 million to $350 million. Based in Houston, the firm provides merger and acquisition advisory services, institutional private placements of equity and debt, restructuring and turnaround, and general corporate finance advisory services. GulfStar also serves a broad range of industries, including business services; consumer products and services; energy, power and infrastructure; healthcare; industrial and manufacturing; software, technology and IT services; transportation and logistics; and specialty distribution. Since its formation in 1990, GulfStar has completed more than 675 transactions in 34 states and 16 foreign countries. The M&A Advisor announced GulfStar as the 2017 Boutique Investment Banking Firm of the Year at the 16th Annual M&A Advisor Awards Gala.
Contacts
Cliff Atherton
Managing Director
713-300-2060
Bryan Frederickson
Managing Director
713-300-2030
Address
700 Louisiana Street
Suite 3800
Houston, TX 77002
713-300-2020
Event Sponsor
www.gulfstargroup.com
Holland & Knight is a global law firm with more than 1,300 lawyers and other professionals in 28 offices throughout the world. Among the nation’s largest law firms, Holland & Knight provides representation in litigation, business, real estate and governmental law. Interdisciplinary practice groups and industry-based teams provide clients with access to attorneys throughout the firm, regardless of location. Our significant experience with Senior Syndicated and Senior Cash Flow Lending and Asset-Based Lending transactions allows us to provide timely and market current representation in a highly efficient manner. Having structured virtually all types of Cash-Flow and ABL facilities, we are well versed in the primary credit concerns and considerations of our clients – from the everyday to the esoteric. Our full service counseling focuses on achieving our clients’ desired business results in a manner consistent with institutional objectives.
Contact
Steven Sonberg
Managing Partner
305-789-7794
James Chadwick
Partner
214-964-9475
Address
701 Brickell Avenue
Suite 3300
Miami, FL 33131
305-374-8500
Event Sponsor
www.hklaw.com
EVENT SPONSORS
EVENT SPONSORS
Insperity, a trusted advisor to America’s best businesses since 1986, provides an array of human resource services and technology designed to help you minimize risk and maximize profitability in your company. Along with insight from its Business Performance Advisors, Insperity provides the most comprehensive suite of HR products and services available in the marketplace.
Resulting from a strategic alliance between ACG and Insperity, the Insperity® Capital Growth Program helps private equity firms gain the edge over their competition. The program was developed to help ACG members achieve a level of predictability in their human resources function so they can concentrate on their business goals and portfolio growth.
This acclaimed program provides several key solutions for private equity firms, as well as emerging growth and middle market companies. Firms can fuel their success with improved speed of execution, more accurate forecasting and useful insights to quickly realize value from bolt-on transactions.
Contact
Katie Davis
Business Development Representative
877-659-7460
Address
5444 Westheimer Rd.
Suite 1700
Houston, TX 77401
713-688-8811
Event Sponsor
www.insperity.com/partner/acg
The Leyendecker team has been serving private equity markets for over 20 years. We have placed well over 100 investment professionals into private equity firms and almost 100 C-Level roles in portfolio companies. In 2018 we completed five C-Level assignments while three of our previous C-level placements took their companies through highly successful liquidity events. Additional Leyendecker clients have included corporate banks, investment banks, institutional investors, money managers, hedge funds, distressed funds, family offices and specialty finance shops.
Contact
Douglas A. Leyendecker
Owner, Leyendecker Executive Search
713-862-3030
Address
5847 San Felipe
Suite 1700
Houston, TX 77057
713-862-3030
Bronze Sponsor
www.leyendecker.com
In a fiercely competitive investment environment, you need a tenured and technically proficient advisor who understands your transaction methodology from start to finish as well as your target industry.
That’s why private equity firms and other dealmakers look to Moss Adams for transaction advisory, portfolio company, and fund services—accompanied by senior-level attention, visibility, speed, and flexible fees.
• With decades serving middle market companies, we offer insight on strengths, challenges, and opportunities for improvement.
• Industry-specific expertise allows us to identify issues and formulate recommendations to help you close transactions efficiently.
• From emerging funds to those with more than $10 billion under management, we work with over 200 PE firms and their portfolio companies, bringing the resources you need to generate value throughout the investment life cycle.
• Our approach is based on real-world issues PE firms face on a daily basis.
Learn more at www.mossadams.com/transactions.
Contact
Jimmie Williams
Partner
713-600-7481
Brad Porter
Consulting Director
214-242-7469
Event Sponsor
www.mossadams.com
Our team of experts brings a keen insurance perspective to the transaction process. Our background as an entrepreneurial company makes us a perfect fit for deal-making visionaries as we specialize in enhancing investment outcomes by exposing potential problems in a target company’s insurance program and by developing creative solutions which convert those obstacles into insurable risks.
In the past seventeen years, our Texas M&A team, led by Jeff Henningsen, has successfully completed in excess of 5,500 insurance diligence projects for our financial clients. Lockton is the largest independently owned risk management/insurance brokerage in the world, placing in excess of $25 billion in annual premium.
We have proven time and time again that by utilizing our team to lead the task of insurance due diligence, costly pitfalls and hidden liabilities can be averted.
Contacts
Jeff Henningsen
President - Partner
713.458.5451
Michael Muhs
Vice President
713.458.5311
Address
3657 Briarpark Dr.
Suite 700
Houston, TX 77042
713-458-5200
Event Sponsor
www.lockton.com
EVENT SPONSORS
EVENT SPONSORS
Porter Hedges is among the leading law firms in Texas and Oklahoma focused on sophisticated transactions and complex litigation. We represent public and private companies across a range industries and are recognized for both the depth of our experience and our ability to meet our clients’ business objectives.
We advise clients on transactions in industries including energy (exploration, pipeline, storage, service, alternative/renewable, and power), financial services, manufacturing, real estate, healthcare and technology. We handle mergers and acquisitions, venture and private equity financings, public and private offerings of equity and debt securities, and bank and mezzanine financings.
Our clients include growth-oriented public and private companies ranging from NYSE-listed companies to start-ups. We also advise private equity funds and their portfolio companies as well as a wide range of mezzanine and venture capital groups, investment banks and financial institutions when they act as investors, lenders, underwriters and placement agents.
Contact
Nick H. Sorensen
Partner
713-226-6677
Robert G. Reedy
Managing Partner
713-226-6674
Address
1000 Main St
36th Floor
Houston, TX 77002
713-226-6000
Event Sponsor
www.porterhedges.com
Progressive IT Solutions provides a full suite of executive-level IT & cybersecurity services to private equity and family offices. We are the only IT services company in Dallas that hires expert level technicians exclusively, offers a 100% “forever” money back guarantee, and gives you direct access to your dedicated techs anytime you need them. You will always speak to a live person. No contracts, outstanding support, and ultra-fast response times. Specialized IT services for private equity include M&A IT work, IT due diligence on the buy side, and technology clean up and review on the sell side. Our entire team is trained to work with executive-level and high net worth individuals. We understand the enhanced level of service that you require and how to make sure things just get done without inundating you with the details. Ready for IT like it should be? Call us at 214-717-4311.
Contact
Mario DiMarcantonio
Founder and CEO
214-717-4311
Andrea DiMarcantonio
CVO
214-717-4311
Address
4447 N. Central Expressway
Suite 110-193
Dallas, TX 75205
214-717-4311
Event Sponsor
www.progressiveitsolutions.com
White Oak Global Advisors is a leading global alternative asset manager specializing in originating and executing credit financing solutions. Our facilities support the growth, acquisitions, refinancings and recapitalizations of small and medium size enterprises. With more than $5.6bn in assets under management, White Oak provides businesses with cash flow, asset-based, and enterprise value term loans; as well as working capital solutions including asset-based revolvers, invoice factoring, trade finance, and equipment leasing. Since its inception in 2007, White Oak’s disciplined investment process has focused on delivering risk-adjusted investment returns and establishing long term partnerships with our borrowers.
More information can be found at www.whiteoaksf.com.
Contact
Christopher A. Gouskos
Managing Director
404-995-6681
David Montiel
Director, Originations
704-248-5748
Event Sponsor
www.whiteoaksf.com
Sheppard Mullin is a full service Global 100 law firm with 850 attorneys in 15 offices located in the United States, Europe and Asia. Since 1927, companies have turned to Sheppard Mullin to handle corporate and technology matters, high stakes litigation and complex financial transactions. In the U.S., the firm’s clients include more than half of the Fortune 100. The development and expansion of our practice in response to client needs remains the core focus of our leadership. Our attorneys take the time to understand not only the legal needs of our clients but also their business objectives. Our legal and business acumen, value for fees incurred, commitment to client service, and adherence to the highest ethical standards combine to set Sheppard Mullin apart. For more information, please visit: www.sheppardmullin.com.
Contacts
Evan Williams
Partner
469-391-7417
Gemma Descoteaux
Partner
469-391-7404
Address
2200 Ross Ave
24th Floor
Dallas, TX 75201
469-391-7400
Event Sponsor
www.sheppardmullin.com
EVENT SPONSORS
SPECIALTY SPONSORS
EisnerAmper LLP is among the nation’s largest accounting firms with a dedicated and well-established private equity services group providing audit, tax and advisory needs to private equity firms and their portfolio companies. From start-up funds to large and complex financial entities, our dedicated team understands client needs and provides strategic advice and innovative approaches.
Our goal is to provide both private equity investors and their portfolio companies with the close personal attention necessary to help achieve significant and sustained growth. Our professionals have been providing audit, tax and advisory services to the private equity community for more than 45 years.
To meet the needs of clients with interests overseas, EisnerAmper offers the resources of EisnerAmper Global, with offices across the globe. www.eisneramper.com/private-equity-industry
Contact
Ethan Boothe
Partner, Private Equity Industry Leader
214-981-9097
Reshma Kabani
Address
2021 McKinney Avenue
Suite 1950
Dallas, TX 75201
214-215-8901
Specialty Sponsor
www.eisneramper.com
For nearly a century, companies from virtually every industry have relied on the professionals at Bank of America Business Capital to deliver sound financial solutions. As one of the largest asset-based lenders in the world — serving the United States, Canada and Europe — we’re committed to understanding the needs of middle-market and large corporate borrowers like you. Our proven track record and financial expertise have helped to create lasting relationships and client success.
If your company is seeking financing solutions of $5 million or more, you can benefit from the flexibility and versatility of an asset-based structure. With experience in a broad array of industries, we serve companies in the following sectors: Manufacturing, Wholesaling, Distribution and Services
Let us be your financial solution for:
• Facility sizes from $5MM and up • Revolving lines of credit and term loans • FILO tranches • Buyouts, acquisitions, recapitalizations and restructurings • Arranging Term Loan B and high yield debt placements
Contact
Mark Champion
Senior Vice President
214.209.1326
Linda Jahnke
Senior VP, Mktg Manager - We st Region
213.345.0506
Address
Bank of America Center
700 Louisiana St.
8th floor
Houston , TX 77002-2700
Specialty Sponsor
www.bofaml.com/businesscapital
SPECIALTY SPONSORS
Grant Thornton is one of the six global audit, tax and advisory organizations. Grant Thornton’s integrated structure, extensive global capabilities and efficient service approach deliver value and drive growth for Private Equity funds, investors and portfolio companies.
• We know the market. We work with the same companies, stakeholders and teams as you do, we understand your goals and challenges.
• Our priorities match yours. We deliver value thanks to deep industry knowledge, financial and operational expertise, and a comprehensive understanding of the unique challenges facing funds, dealmakers and portfolio company management.
• We offer support through the entire life cycle of the investment. We have the industry knowledge and global capability to advise on all aspects of private equity transactions.
• Single point of contact means fast delivery and captured synergies. Each client is assigned a key relationship leader — a single point of contact with the knowledge and authority to deploy resources, regardless of where they reside in the firm, geography or service line.
Contact
Tony Banks
Director
214-561-2360
Eric Burgess
Partner-Transaction Advisory Services
214-561-2415
Address
1717 Main St.
Suite 1800
Dallas, TX 75201
214-561-2300
Specialty Sponsor
www.grantthornton.com
Chicago-based Gibraltar Business Capital is a well-capitalized, specialty finance company delivering working capital in the form of asset-based loans and factoring solutions from $2 million to $20 million. Gibraltar is an expert financial partner providing small to mid-market companies nationwide access to capital when they need it most to solve challenges or fuel growth at any stage of the business lifecycle. With more than 65 years’ experience, Gibraltar’s team is trained to listen, think differently, and take unique circumstances into account. Gibraltar Business Capital is a wholly owned subsidiary of Hercules Capital, Inc. (NYSE: HTGC).
Contacts
Anthony DiChiara
EVP, Head of Sales
312-859-3449
Scott Simmons
SVP, Business Development Officer
972-740-9446
Address
400 Skokie Boulevard
Suite 375
Northbrook, IL 60062
847-272-9618
Specialty Sponsor
www.gibraltarbc.com
EXHIBITORS
PRESENTED BY
2019 TEX AS ACG CAPITALCONNEC TION
Investor Profile Report
HYATT REGENCY REUNION TOWER, DALLAS
March 13-14, 2018
PRESENTED BY
Glossary Business Description: A description of the firm’s primary type, preferences and location. PitchBook is an impartial information provider and will remove promotional language.
Assets under management (AUM): The amount of money that the investor manages for clients based on number of currently-managed funds.
Active private equity investments: The number of active companies in the investor’s current portfolio identified by PitchBook in the last five years. This includes add-on transactions.
Total private equity investments: The total number of companies in the investor’s portfolio, identified by PitchBook in the last five years. This includes add-on transactions.
Target EBITDA: Preferred EDITDA range targeted for investment.
Target revenue: Preferred revenue range targeted for investment.
Preferred investment amount: Preferred investment amount range that the firm typically invests in a transaction.
Recently closed investments: The top five recent investments or transactions serviced identified by PitchBook.
Most recent closed fund (Type, Size, Vintage): The most recently closed fund (The fund is no longer in a fundraising state and is not accepting additional commitments) identified by PitchBook. Evergreen funds are not included.
All investments by industry: Graph of transactions by industry, represented in the PitchBook Platform. This breakdown is based on primary industries of the portfolio/serviced companies.
Specific to Lender Profiles Total debt financings: The number of entities identified by PitchBook that received debt financing from the firm in the last five years.
Target debt financing amount: Preferred amount of debt typically provided by the firm in a transaction.
Specific to Service Provider Profiles Total transactions: The number of transactions identified by PitchBook that the firm has provided service on in the last five years.
Total companies serviced: The number of unique companies the firm has provided service to in the last five years, identified by PitchBook.
Total investors serviced: The number of unique investors identified by PitchBook that the firm has provided service to in the last five years.
Target EBITDA: The EBITDA range for buy-side and sell-side target companies.
Target transaction amount: The transaction amount range for buy-side and sell-side companies.
Disclaimer: This information is currently published in the PitchBook Platform or was provided by the firm for this conference.
2
Alaris Royalty Corp
Allegiance Capital
Alpine Investors
B. Riley Financial
Baymark Partners
BDO
BelHealth Investment Partners
Bertram Capital
Bibby Financial Services USA
BlackArch Partners
Blue Point Capital Partners
Blue Sage Capital
Branford Castle Partners
Brightwood Capital Advisors
Capital For Business
Capital Southwest
Capitala Group
Centerfield Capital Partners
CenterOak Partners
Century Park Capital Partners
Chatham Capital
Chiron Financial
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
Clovis Point Capital
Compass Group Management
CORE Industrial Partners
Cotton Creek Capital
Crescent Capital Group
Deerpath Capital Management
Deloitte Corporate Finance
Dinan Company
Dorilton Capital
Eagle Merchant Partners
Focus Strategies
Gauge Capital
Gemspring Capital
GenCap America
Generational Group
GenNx360 Capital Partners
Graycliff Partners
Grey Mountain Partners
Greyrock Capital Group
Gryphon Investors
Gulfstar
H.I.G. Capital
28
29
30
31
32
33
34
35
36
37
38
39
40
41
42
43
44
45
46
47
48
49
Hamilton Robinson Capital Partners
Hammond, Kennedy, Whitney & Co.
Harbour Group
Harren Equity Partners
Harris Williams
Hastings Equity Partners
HBM Holdings
High Road Capital Partners
Holleway Capital Partners
Houlihan Lokey
Incline Equity Partners
Insight Equity
Kian Capital Partners
Latticework Capital
Lazard Middle Market
Lincoln International
Long Point Capital
LongueVue Capital
Macquarie Group
Main Street Capital Corporation
McCarthy Capital
MHT Partners
50
51
52
53
54
55
56
57
58
59
60
61
62
63
64
65
66
67
68
69
70
71
Midwest Mezzanine Funds
MML Capital Partners
Monroe Capital
Morgan Stanley Capital Partners
Northcreek Mezzanine
NTA Riverbend
Odyssey Investment Partners
OFS Capital
Patriot Capital
Peak Rock Capital
Pinecrest Capital Partners
PNC Mezzanine Capital
PNC Riverarch Capital
PRC Resources
Prophet Equity
Prospect Partners
Prudential Capital Group
Renovo Capital
Rock Hill Capital
Rockwood Equity
Route 2 Capital Partners
Salem Investment Partners
72
73
74
75
76
77
78
79
80
81
82
83
84
85
86
87
88
89
90
91
92
93
Saw Mill Capital
Silver Oak Services Partners
Simmons Energy
Sole Source Capital
SSG Capital Advisors
Statesman Business Advisors
Stephens
Stonehenge Partners, Inc.
Strait Lane Capital Partners
Tecum Capital Partners
The CapStreet Group
The Sterling Group
Transition Capital Partners
Tregaron Capital
Trinity Hunt Partners
TZP Group
Webster Capital
WestView Capital Partners
Wynnchurch Capital
94
95
96
97
98
99
100
101
102
103
104
105
106
107
108
109
110
111
112
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
Most recent closed fund
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
6
Allegiance Capital Service provider type: Investment Bank | Year founded: 1995
Allegiance Capital Corporation is a Dallas-based investment banking firm. Through its global network, the firm assists companies in every aspect of selling and financing a business, including debt restructuring, mezzanine financing, executing leveraged buyouts, strategic partnering, consulting and other related services. The firm caters to the needs of the consumer-packaged goods, technology and telecommunications, retail and internet, aviation and aerospace, transportation, healthcare, energy services, manufacturing, construction, utilities, food and beverages, chemical, defense, agriculture, distribution and business services industries. Founded in 1995, the firm operates through its headquarter in Dallas and additional offices in New York, Chicago, Minneapolis, United States and San Pedro in Mexico.
Contact
16400 Dallas Parkway
Suite 300
Dallas, TX 75248
United States
+1 (214) 247-6846
Primary contact
Shane Mahmood Senior Vice President, Operations [email protected]
+1 (214) 217-7710
General statistics
Total transactions (last 5 years)
Total companies serviced (last 5 years)
Total investors serviced (last 5 years)
Target EBITDA
Target transaction amount
17 25 6 $5M-$50M $25M-$100M
Recently closed transactions
Investor/company serviced Service Deal type Deal date Deal location
Brand Protection Agency Advisor: General Buyout/LBO Jun-2018 Dallas, TX
Pinnacle Manufacturing Advisor: Financial Due Diligence
Buyout/LBO Feb-2018 Boaz, AL
The DDS Companies Advisor: General Buyout/LBO Dec-2017 West Henrietta, NY
Trinity Hunt Partners Advisor: General Buyout/LBO Nov-2017 Pensacola, FL
RiceBran Technologies Advisor: General Buyout/LBO Jul-2017 Scottsdale, AZ
All transactions by industry
41.4%6.9%13.8%
6.9%13.8%
6.9%10.3%
Business Products and Services…
Energy
Healthcare
Materials and Resources
7
Alpine Investors Investor type: PE/Buyout | Year founded: 2001
Alpine Investors is a private equity firm that focuses on facilitating management transitions through a CEO in Residence model. It seeks to invest in founder-owned companies and corporate carve-outs based in the United States and Canada operating in the software and business service sectors, with a growing healthcare portfolio. The firm was founded in 2001 and is based in San Francisco, California.
Contact
One California Street
29th Floor
San Francisco, CA 94111
United States
+1 (415) 392-9100
Primary contact
Ajeet Gautam Investing Professional [email protected]
+1 (415) 591-1322
General statistics
Assets under management
Active private equity investments
Total private equity investments
Target revenue
Target EBITDA
Preferred Investment amount
$1.3B 29 85 $10M-$100M $1M-$25M $10M-$250M
Recently closed investments
Name Deal type Deal date
AuthorityLabs Buyout/LBO (Add-on) Feb-2019
Cyfe Buyout/LBO (Add-on) Feb-2019
Reputation Loop Buyout/LBO (Add-on) Feb-2019
Reputology Buyout/LBO (Add-on) Feb-2019
Social Report Buyout/LBO (Add-on) Feb-2019
Most recent closed fund
Alpine Investors VI
Type: Buyout
Size: $532M
Vintage: 2017
All investments by industry
15.8%12.3%
7.0%22.8%
42.1%
Business Products and Services (B2B)
Consumer Products and Services (B2C)
Financial Services
Healthcare
Information Technology
8
B. Riley Financial Service provider type: Financing Advisory | Year founded: 1973
B. Riley Financial is a publicly traded, diversified financial services company which mainly focuses on capital raising and financial advisory needs of public and private companies and high net worth individuals. Headquartered in Los Angeles with offices in major U.S. financial markets, the firm consists of over 200 professionals.
Contact
11100 Santa Monica Boulevard
Suite 800
Woodland Hills, CA 91367
United States
+1 (310) 966-1444
Primary contact
Phillip Ahn Chief Operating Officer & Chief Financial Officer [email protected]
+1 (818) 884-3737
General statistics
Total transactions (last 5 years)
Total companies serviced (last 5 years)
Total investors serviced (last 5 years)
4 9 2
Recently closed transactions
Investor/company serviced Service Deal type Deal date Deal location
Compass Sales Solutions Advisor: General Buyout/LBO Jun-2018 Boise, ID
Luna Innovations Advisor: General Merger/Acquisition Aug-2017 Roanoke, VA
Schoenenreus Advisor: General Out of Business Jun-2015 Uden, Netherlands
Naartjie Kids Advisor: General Bankruptcy: Admin/Reorg
Sep-2014 Salt Lake City, UT
Metropark USA Legal Advisor Merger/Acquisition Jun-2011 Commerce, CA
All transactions by industry
25.0%50.0%
25.0%
Business Products and Services (B2B)
Consumer Products and Services (B2C)
Information Technology
9
Baymark Partners Investor type: PE/Buyout | Year founded: 2009
Baymark Partners is a Dallas-based growth-oriented private equity firm acquiring growing middle market service (healthcare, business and IT), distribution, manufacturing and tech-enabled (SAAS and e-commerce) companies providing owners with liquidity and companies with resources to accelerate their growth. The firm was founded in 2009.
Contact
5700 Granite Parkway
Suite 435
Plano, TX 75024
United States
+1 (972) 991-5457
Primary contact
Brianna Letzelter Director of Investor Relations [email protected]
+1 (972) 991-5457
General statistics
Active private equity investments Total private equity investments Target EBITDA
9 14 $2M-$10M
Recently closed investments
Name Deal type Deal date
Stand-up MRI Add-On
Beaumont MRI Add-On
Coastal Screen & Rail Buyout/LBO Jan-2018
Sheer Strength Labs Buyout/LBO Jun-2017
Denver Glass Interiors Buyout/LBO Dec-2016
All investments by industry
33.3%
40.0%
26.7%
Healthcare
Information Technology/Tech-Enabled/E-Commerce
Manufacturing
10
BDO Service provider type: Accounting/Auditor | Year founded: 1910
BDO is an accounting firm founded in 1910 and based in Chicago, Illinois. The firm's service areas include advisory, audit, assurance, taxation, mergers and acquisitions, management, risk, wealth, corporate governance, financial reporting, corporate finance, real estate, restructuring, turnarounds, valuation, business analytics. BDO primarily caters to the real estate, financial services and information technology.
Contact
330 North Wabash Avenue
Suite 3200
Chicago, IL 60611
United States
+1 (312) 856-9100
Primary contact
Gerard Dentinger Partner, Central Regional Transaction Advisory Services and Financial Leader [email protected]
+1 (312) 239-9191
General statistics
Total transactions (last 5 years)
Total companies serviced (last 5 years)
Total investors serviced (last 5 years)
Target EBITDA
Target transaction amount
1083 1391 506 $0M-$500M $5M-$5B
Recently closed transactions
Investor/company serviced Service Deal type Deal date Deal location
Staffing 360 Solutions Auditor Public Investment 2nd Offering
Feb-2019 New York, NY
Atlas Lesiure Homes Advisor: Financial Due Diligence
Merger/Acquisition Feb-2019 Hull, United Kingdom
Gloval Advisory Advisor: Other Due Diligence
Buyout/LBO Dec-2018 Lisboa, Portugal
Link Mobility Group Advisor: General Buyout/LBO Dec-2018 Meudon, France
TechEdge Group Auditor IPO Dec-2018 Milan, Italy
All transactions by industry
30.4%16.9%
4.3%13.2%
12.1%17.9%
5.2%
Business Products and Services (B2B)
Consumer Products and Services (B2C)
Energy
Financial Services
Healthcare
Information Technology
Materials and Resources
11
BelHealth Investment Partners Investor type: PE/Buyout | Year founded: 2011
BelHealth Investment Partners is a private equity firm focused on investing in the healthcare sector. The firm acquires majority positions in entrepreneur-owned companies. It was founded in 2011 and is based in New York, New York.
Contact
126 East 56th Street
23rd Floor
New York, NY 10022
United States
+1 (347) 308-7011
Primary contact
Paul Barrett Managing Director [email protected]
+1 (347) 308-7013
General statistics
Assets under management
Active private equity investments
Total private equity investments
Target revenue
Target EBITDA
Preferred Investment amount
$500M 10 43 $10M-$100M $1.5M-$10M $20M-$50M
Recently closed investments
Name Deal type Deal date
PL Developments (OTC topical products) Buyout/LBO (Add-on) Oct-2018
Gemini Bio-Products Buyout/LBO Sep-2018
Direct Home Health Care Buyout/LBO (Add-on) Sep-2018
A Hopeful Home Buyout/LBO (Add-on) Aug-2018
Navaderm Buyout/LBO Jun-2018
Most recent closed fund
BelHealth Investment Fund II
Type: Buyout
Size: $350M
All investments by industry
0.0%0.0%0.0%
100.0%0.0%
Business Products and Services (B2B)
Consumer Products and Services (B2C)
Financial Services
Healthcare
Information Technology
12
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 specializes in management buyouts, divestitures and prefers control stake. The firm was founded in 2006 and is based in San Mateo, California.
Contact
800 Concar Drive
Suite 100
San Mateo, CA 94402
United States
+1 (650) 358-5000
Primary contact
Sean Houseworth Associate [email protected]
General statistics
Assets under management
Active private equity investments
Total private equity investments
Target revenue
Target EBITDA
Preferred Investment amount
$1.4B 14 63 $30M-$250M $5M-$30M $25M-$100M
Recently closed investments
Name Deal type Deal date
Perennials and Sutherland Buyout/LBO (Secondary)
Feb-2019
Flow Control Group Buyout/LBO (MBO) Jan-2019
Codigo Buyout/LBO (Add-on) Dec-2018
Best Version Media PE Growth/Expansion Nov-2018
QDS Communications Buyout/LBO (Add-on) Nov-2018
Most recent closed fund
Bertram Growth Capital III
Type: PE Growth-Expansion
Size: $500M
Vintage: 2018
All investments by industry
55.8%25.0%
17.3%1.9%
Business Products and Services (B2B)
Consumer Products and Services (B2C)
Information Technology
Materials and Resources
13
Bibby Financial Services USA Service provider type: Lender | Year founded: 2001
Bibby Financial Services is an alternative, non-bank financial institution specializing in asset based lending and factoring facilities to companies with revenues from $10,000,000 to $100,000,000. With Global Headquarters in the UK, Bibby has more than 40 offices in 14 countries across Europe, North America and Asia.
Contact
600 TownPark Lane
Suite 450
Kennesaw, GA 30144
United States
+1 (877) 242-2946
Primary contact
Chip Scoggins Manager, Sales [email protected]
+1 (972) 342-6311
General statistics
Total transactions (last 5 years)
Total companies serviced (last 5 years)
Total investors serviced (last 5 years)
Target transaction amount
1500 2000 N/A $100K-$10M
Recently closed transactions
Investor/company serviced Service Deal type Deal date Deal location
Undisclosed - Manufacturer ABL ABL Oct-2017 Texas, USA
Undisclosed - Manufacturer ABL ABL Nov-2018 Texas, USA
14
BlackArch Partners Service provider type: Investment Bank | Year founded: 2010
BlackArch Partners is a middle-market investment bank offering a full spectrum of advisory services to owner-operators, families and financial sponsors. BlackArch advises clients on all elements of a transaction, from strategic positioning to closing. The firm specializes in the areas of mergers and acquisitions advisory, debt recapitalization, transitional or growth capital, minority partnerships and change-of-control transactions. BlackArch was founded in 2010 and is based in Charlotte, North Carolina. The firm operates as a subsidiary of Regions Financial.
Contact
227 West Trade Street
Suite 2200
Charlotte, NC 28202
United States
+1 (704) 414-6300
Primary contact
Jones Pharr Director [email protected]
+1 (704) 414-6328
General statistics
Total transactions (last 5 years)
Total companies serviced (last 5 years)
Total investors serviced (last 5 years)
Target EBITDA
Target transaction amount
73 89 24 $10M-$25M $25M
Recently closed transactions
Investor/company serviced Service Deal type Deal date Deal location
Lambda Therapeutic Research Advisor: General Merger/Acquisition Jan-2019 Pittsburgh, PA
Grand Northern Products Advisor: General Buyout/LBO Nov-2018 Byron Center, MI
The Sterling Group Advisor: General Buyout/LBO Oct-2018 Buffalo, NY
BearCom Advisor: General Buyout/LBO Jul-2018 Dallas, TX
XIT Advisor: General Merger/Acquisition Jul-2018 -, TX
All transactions by industry
44.9%16.3%
6.1%6.1%
4.1%16.3%
6.1%
Business Products and Services (B2B)
Consumer Products and Services (B2C)
Energy
Financial Services
Healthcare
Information Technology
Materials and Resources
15
Blue Point Capital Partners Investor type: PE/Buyout | Year founded: 2000
Blue Point Capital Partners is a private equity firm that partners with entrepreneurs and management teams to invest in and grow lower middle-market companies. The firm seeks to invest in the manufacturing, business services, consumer and value-added distribution sectors. The firm was founded in 2000 and is based in Cleveland, Ohio. The firm also has offices in Seattle, Charlotte, and Shanghai.
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
Assets under management
Active private equity investments
Total private equity investments
Target revenue
Target EBITDA
Preferred Investment amount
$1.5B 14 116 $20M-$300M $5M-$40M $25M-$150M
Recently closed investments
Name Deal type Deal date
W.A. Kendall Buyout/LBO Dec-2018
Eye Care & Cure Buyout/LBO (Add-on) Nov-2018
Next Level Apparel Buyout/LBO Aug-2018
Spector & Co. Buyout/LBO (MBO) Mar-2018
FM Sylvan Buyout/LBO (MBO) Mar-2018
Most recent closed fund
Blue Point Capital Partners IV
Type: Buyout
Size: $731M
Vintage: 2018
All investments by industry
52.9%31.4%
5.9%2.0%
7.8%
Business Products and Services (B2B)
Consumer Products and Services (B2C)
Healthcare
Information Technology
Materials and Resources
16
Blue Sage Capital Investor type: PE/Buyout | Year founded: 2003
Blue Sage Capital is a based private equity firm that specializes in growth, recapitalization and buyout financing of small middle market companies. The firm seeks to invest in the environmental solution, niche manufacturing and specialty service sectors. It was founded in 2003 and is based in Austin, Texas.
Contact
114 West 7th Street
Suite 820
Austin, TX 78701
United States
+1 (512) 536-1900
Primary contact
Peter Huff Co-Founder & Managing Member [email protected]
General statistics
Assets under management
Active private equity investments
Total private equity investments
Target revenue
Target EBITDA
Preferred Investment amount
$200M 7 33 $20M-$125M $4M-$12M $20M-$40M
Recently closed investments
Name Deal type Deal date
Ligchine International PE Growth/Expansion Aug-2018
VAB Solutions Buyout/LBO (Add-on) Apr-2018
Americo Manufacturing Company Buyout/LBO Dec-2017
Access Disposal Service Buyout/LBO (Add-on) May-2017
K2 Waste Solutions Buyout/LBO (Add-on) May-2017
Most recent closed fund
Blue Sage Capital II
Type: Buyout
Size: $150M
All investments by industry
62.5%18.8%
6.3%6.3%6.3%
Business Products and Services (B2B)
Consumer Products and Services (B2C)
Financial Services
Information Technology
Materials and Resources
17
Branford Castle Partners Investor type: PE/Buyout | Year founded: 1986
Branford Castle Partners is a private equity firm that seeks to make control 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
Assets under management
Active private equity investments
Total private equity investments
Target revenue
Target EBITDA
Preferred Investment amount
$117M 5 29 $5M-$100M $2M-$15M $5M-$40M
Recently closed investments
Name Deal type Deal date
XiTRON Technologies Buyout/LBO (Add-on) Oct-2018
Titan Production Equipment Buyout/LBO Jun-2018
Diamond Surface (Rumble Strip Division)
Buyout/LBO (Add-on) Jun-2018
Drew Foam Companies Buyout/LBO May-2018
Vitrek Buyout/LBO Dec-2017
Continuum Pedicure Spas Buyout/LBO (Add-on) Aug-2017
Most recent closed fund
The Branford Castle Fund
Type: Buyout
Size: $117M
Vintage: 2016
All investments by industry
56.0%20.0%
15.0%9.0%
B2B
Oil & Gas
Healthcare
B2C
18
Brightwood Capital Advisors Service provider type: Lender | Year founded: 2010
Brightwood Capital Advisors invests in a variety of debt and equity securities including uni-tranche, senior secured and second lien loans, subordinated debt, preferred and common equity. The firm provides capital solutions to US based small to medium-sized enterprises engaged in technology and telecom, healthcare, , business services, franchise, and logistics & transportation sectors through flexible capital structures. It has offices in New York, Chicago, Atlanta, Los Angeles, and Dallas.
Contact
100 Crescent Court, Suite 700
Dallas, TX 75201
214-463-2963
Primary contact
Christopher Mosley
+1 (214) 463-2963
General statistics
Target EBITDA
Target transaction amount
$10M-$75M $10M-$75M
19
Capital For Business Investor type: PE/Buyout | Year founded: 1959
Capital For Business is a private investment firm focused on providing capital to lower middle-market businesses. The firm targets investments arising from management buyouts, leverage buyouts, recapitalizations, corporate divestitures, growth financings and going-private transactions. The firm was founded in 1959 and is based in Saint Louis, Missouri.
Contact
11 South Meramec
Suite 1330
Saint Louis, MO 63105
United States
+1 (314) 746-7427
Primary contact
Matthew Leinauer Assistant Vice President [email protected]
+1 (314) 746-7427
General statistics
Assets under management
Active private equity investments
Total private equity investments
Target revenue
Target EBITDA
Preferred Investment amount
$200M 36 124 $10M-$100M $2M-$7M $1M-$20M
Recently closed investments
Name Deal type Deal date
Burton Signworks Buyout/LBO (Add-on) Oct-2018
Driv-Lok Convertible Debt Aug-2018
EPIC Systems Group Buyout/LBO Jul-2018
Debron Industrial Electronics Buyout/LBO Jul-2018
Buse Industries PE Growth/Expansion May-2018
Most recent closed fund
CFB Fund VII
Type: Diversified Private Equity
Size: $50M
Vintage: 2017
All investments by industry
63.3%3.3%3.3%3.3%
20.0%6.7%
Business Products and Services (B2B)
Energy
Financial Services
Healthcare
Information Technology
Materials and Resources
20
Capital Southwest Investor type: PE/Buyout | Year founded: 1961
Capital Southwest is a private equity firm that is based in Dallas, Texas. The firm prefers to invest in the manufacturing, electrical, construction, industrial, oil field, automotive, energy infrastructure and information technology sectors.
Contact
5400 Lyndon B. Johnson Freeway
Lincoln Center Tower 1, Suite 1300
Dallas, TX 75240
United States
+1 (214) 238-5700
Primary contact
William Ashbaugh Managing Director [email protected]
+1 (214) 884-3800
General statistics
Assets under management
Active private equity investments
Total private equity investments
Target revenue
Target EBITDA
Preferred Investment amount
$85M 27 109 $25M-$200M $3M-$15M $5M-$50M
Recently closed investments
Name Deal type Deal date
Dodge County Independent News Buyout/LBO (Add-on) Dec-2018
W.D. Hoard & Sons (13 community newspapers)
Buyout/LBO (Add-on) Dec-2018
Ace Gathering PE Growth/Expansion Dec-2018
Precision Spine Care Buyout/LBO Nov-2018
Danforth Advisors PE Growth/Expansion Nov-2018
Most recent closed fund
I-45 Senior Loan Fund
Type: Direct Lending
Size: $85M
All investments by industry
51.5%19.1%
2.9%2.9%
7.4%14.7%
1.5%
Business Products and Services (B2B)
Consumer Products and Services (B2C)
Energy
Financial Services
Healthcare
Information Technology
Materials and Resources
21
Capitala Group Investor type: Asset Manager | Year founded: 1998
Capitala Group is an asset management firm that provides capital to lower and traditional middle market businesses throughout North America. Its lower middle market investment strategy focuses on investing in debt securities with minority equity co-investments through its permanent capital vehicles, Capitala Finance Corp and Capitala Specialty Lending Corp. It seeks to invest in the in the business service, general industrial, consumer product, biotechnology, restaurant, finance, healthcare, information technology and energy service sectors.
Contact
4201 Congress Street
Suite 360
Charlotte, NC 28209
United States
+1 (704) 376-5502
Primary contact
Joseph Gaskins Associate [email protected]
General statistics
Assets under management
Active private equity investments
Total private equity investments
Target revenue
Preferred Investment amount
$2.7B 47 183 $15M $2M-$50M
Recently closed investments
Name Deal type Deal date
Reliant Account Management Buyout/LBO Jan-2019
US BioTek Laboratories Buyout/LBO Dec-2018
Visible Body PE Growth/Expansion Nov-2018
Matlin & Partners Acquisition Buyout/LBO (Add-on) Nov-2018
BlueLine Associates Buyout/LBO (Add-on) Nov-2018
Most recent closed fund
Capitala Specialty Lending Corp.
Type: Direct Lending
Size: $1B
All investments by industry
34.4%22.2%
2.2%4.4%
20.0%14.4%
2.2%
Business Products and Services (B2B)
Consumer Products and Services (B2C)
Energy
Financial Services
Healthcare
Information Technology
Materials and Resources
22
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
Tye Stebbins Director of Business Development [email protected]
+1 (317) 536-8652
General statistics
Assets under management
Active private equity investments
Total private equity investments
Target revenue
Target EBITDA
Preferred Investment amount
$597M 24 103 $15M-$100M $4M-$15M $7M-$35M
Recently closed investments
Name Deal type Deal date
Wellborn Forest Buyout/LBO 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
National Gift Card Buyout/LBO Jul-2018
Most recent closed fund
Centerfield Capital Partners IV
Type: Mezzanine
Size: $335M
Vintage: 2017
All investments by industry
47.6%23.8%
2.4%2.4%
9.5%7.1%7.1%
Business Products and Services (B2B)
Consumer Products and Services (B2C)
Energy
Financial Services
Healthcare
Information Technology
Materials and Resources
23
CenterOak Partners Investor type: PE/Buyout | Year founded: 2014
CenterOak Partners is a Dallas, Texas based private equity 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
Assets under management
Active private equity investments
Total private equity investments
Target EBITDA
Preferred Investment amount
$420M 6 13 $5M-$35M $20M-$90M
Recently closed investments
Name Deal type Deal date
Grand Northern Products Buyout/LBO (Secondary)
Nov-2018
Sandream Impact Buyout/LBO (Add-on) Oct-2018
Harmon Solutions Group Buyout/LBO (Add-on) Jun-2018
Car Glass of New England Buyout/LBO (Add-on) May-2018
Herbert Automotive Buyout/LBO (Add-on) Mar-2018
Most recent closed fund
CenterOak Equity Fund I
Type: Buyout
Size: $420M
Vintage: 2015
All investments by industry
31.6%47.4%
5.3%15.8%
Business Products and Services (B2B)
Consumer Products and Services (B2C)
Financial Services
Materials and Resources
24
Century Park Capital Partners Investor type: PE/Buyout | Year founded: 2000
Century Park Capital Partners is a private equity investment firm that specializes in business expansion and bringing industrial resources to accelerate the growth of middle market companies. The firm prefers to invest in the consumer, industrial, engineered products, medical product and service and business service sectors. It was founded in 2000 and is headquartered in El Segundo, California.
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
Assets under management
Active private equity investments
Total private equity investments
Target revenue
Target EBITDA
Preferred Investment amount
$423M 4 55 $20M-$100M $3M-$15M $10M-$40M
Recently closed investments
Name Deal type Deal date
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
Most recent closed fund
All investments by industry
35.3%41.2%
11.8%5.9%5.9%
Business Products and Services (B2B)
Consumer Products and Services (B2C)
Healthcare
Information Technology
Materials and Resources
25
Chatham Capital Investor type: Mezzanine | Year founded: 2001
Chatham Capital is focused on private debt investments in lower middle market companies. Investments include unitranche, junior and mezzanine loans, as well as equity / equity co-investment positions. The firm does not make early-stage, venture capital or real estate investments.
Contact
1230 Peachtree Street North East
Suite 1750
Atlanta, GA 30309
United States
+1 (770) 618-2100
Primary contact
Jeff Hagar Director [email protected]
+1 (770) 618-2100
General statistics
Assets under management
Active private equity investments
Total private equity investments
Target revenue
Target EBITDA
Preferred Investment amount
$1.2B 16 138 $10M-$100M $3M-$20M $5M-$40M
All investments by industry
35.3%26.5%
11.8%26.5%
Business Products and Services (B2B)
Consumer Products and Services (B2C)
Financial Services
Information Technology
26
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
Chiron Financial Service provider type: Investment Bank | Year founded: 2000
Chiron Financial is an investment banking firm founded in 2000 and based in Houston, Texas. The firm arranges private placements of debt and equity capital as well as mergers, acquisitions, and sales for middle market companies. Chiron raises start-up capital and growth capital and assists with refinancing, financial restructuring, advisory services, and other special situations. The firm's clients include an array of companies in oil and gas, oil service and equipment, midstream and downstream energy, power, building products, basic materials, health care, real estate, retailing, light, and heavy manufacturing and non-profit organizations. Chiron Financial is a successor to Chiron Financial Group Inc.
Contact
1301 McKinney Street
Suite 2800
Houston, TX 77010
United States
+1 (713) 929-9080
Primary contact
Jay Krasoff Co-Founder & Managing Director [email protected]
+1 (713) 929-9082
General statistics
Total transactions (last 5 years)
Total companies serviced (last 5 years)
Total investors serviced (last 5 years)
33 17 33
Recently closed transactions
Investor/company serviced Service Deal type Deal date Deal location
Pitchfork Cattle Company Advisor: General Merger/Acquisition Sep-2018 Jal, NM
Cobra Downhole Motors Advisor: General Buyout/LBO Jul-2018 Houston, TX
Genco Energy Services Advisor: General Debt Refinancing Jun-2018 McAllen, TX
Genco Energy Services Placement Agent Debt Refinancing Jun-2018 McAllen, TX
Triple Five Energy Resources Advisor: General Debt Refinancing Mar-2018 Houston, TX
All transactions by industry
29.4%5.9%
41.2%23.5%
Business Products and Services (B2B)
Consumer Products and Services (B2C)
Energy
Materials and Resources
Clovis Point Capital Investor type: PE/Buyout | Year founded: 2014
Clovis Point Capital is a private equity firm which specializes in buyout and growth equity investments in enterprise software and tech-enabled businesses. It prefers to invest in companies based in the United States. It was founded in 2014 and is based in Houston, Texas.
Contact
1990 Post Oak Boulevard
Suite 240
Houston, TX 77056
United States
+1 (713) 966-6731
Primary contact
Dustin Hollas Vice President [email protected]
+1 (713) 966-6734
General statistics
Assets under management
Active private equity investments
Total private equity investments
Target revenue
Target EBITDA
Preferred Investment amount
$50M 4 4 $3M-$15M $0M-$3M $3M-$10M
Recently closed investments
Name Deal type Deal date
Cirrus Insight Buyout/LBO Sep-2018
Mobile Solutions Services (USA) PE Growth/Expansion Aug-2016
MediaPRO PE Growth/Expansion Apr-2015
CPaT Global PE Growth/Expansion Jan-2015
Most recent closed fund
Clovis Point I
Type: Buyout
Size: $16M
Vintage: 2015
All investments by industry
40.0%60.0%
Business Products and Services (B2B)
Information Technology
28
Compass Group Management Investor type: PE/Buyout | Year founded: 1998
Compass Group Management 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 headquartered in Westport, Connecticut. It seeks to invest in the niche industrial and branded consumer sectors.
Contact
301 Riverside Avenue
Second Floor
Westport, CT 06880
United States
+1 (203) 221-1703
Primary contact
Lucas Scholhamer Associate [email protected]
General statistics
Assets under management Active private equity investments Total private equity investments Target EBITDA
$926M 10 55 $10M-$80M
Recently closed investments
Name Deal type Deal date
Disposal and Recycling Technologies Buyout/LBO (Add-on) Sep-2018
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
Most recent closed fund
Compass Diversified Holdings
Type: Buyout
Size: $1B
All investments by industry
53.8%38.5%
3.8%3.8%
Business Products and Services (B2B)
Consumer Products and Services (B2C)
Information Technology
Materials and Resources
29
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
Active private equity investments
Total private equity investments
Target revenue
Target EBITDA
Preferred Investment amount
2 3 $10M-$200M $3M-$20M $2M-$40M
Recently closed investments
Name Deal type Deal date
Midwest Composite Technologies Buyout/LBO Sep-2018
Hayes Manufacturing Services Buyout/LBO (Add-on) Jul-2018
Prototek Sheetmetal Fabrication Buyout/LBO Dec-2017
All investments by industry
100.0%Business Products and Services (B2B)
30
Cotton Creek Capital Investor type: PE/Buyout | Year founded: 2006
Cotton Creek Capital is focused on investing in and growing lower middle market companies, based in the United States. The Firm invests in companies within the manufacturing, value-added distribution, industrial, specialty chemical, business services and food and beverage sectors. It was founded in 2006 and is based in Austin, Texas.
Contact
3700 North Capital of Texas Highway
Suite 520
Austin, TX 78746
United States
+1 (512) 412-3300
Primary contact
Antonio DiGesualdo Managing Partner [email protected]
+1 (512) 412-3300
General statistics
Assets under management
Active private equity investments
Total private equity investments
Target EBITDA
Preferred Investment amount
$318M 10 15 $5M-$15M $10M-$40M
Recently closed investments
Name Deal type Deal date
Polaris Services Buyout/LBO (Add-on) Nov-2018
Vecta Environmental Services Buyout/LBO Oct-2018
Young's Communications Buyout/LBO Jul-2018
Seatex (USA) Buyout/LBO (MBO) Nov-2017
Dillon Transport Buyout/LBO (MBO) Jan-2017
Most recent closed fund
Cotton Creek Capital Partners III
Type: Buyout
Size: $250
All investments by industry
18%
18%
9%
18%
9%
18%
9%
SPECIALTY CHEMICALS
TRANSPORTATION & …
BUILDING PRODUCTS
INFRASTRUCTURE
INDUSTRIAL SERVICES
FOOD & BEVERAGE
AEROSPACE
31
Crescent Capital Investor type: Venture Capital | Year founded: 1995
Crescent Capital is a venture capital investment firm which invests in Northern Ireland based companies operating in the information technology, life sciences and manufacturing sectors. The firm was founded in 1995 and is based in Belfast, United Kingdom.
Contact
7 Upper Crescent
Belfast, BT7 1NT
United Kingdom
+44 (0)28 9023 3633
Primary contact
Edward FinneganJr. Chief Financial Officer [email protected]
General statistics
Assets under management Active private equity investments Total private equity investments Preferred Investment amount
$23.3B 13 37 $1M-$4M
Recently closed investments
Name Deal type Deal date
Flowlens Later Stage VC Jul-2018
Humain Early Stage VC Sep-2017
Voscuris Early Stage VC Feb-2017
Analytics Engines Later Stage VC Jan-2017
Shnuggle Later Stage VC Jan-2017
Most recent closed fund
Crescent Capital III
Type: Venture Capital
Size: $49M
All investments by industry
23.5%17.6%
11.8%5.9%
41.2%
Business Products and Services (B2B)
Consumer Products and Services (B2C)
Energy
Healthcare
Information Technology
32
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 nearly 250 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
96
$2M-$20M $10M-$50M
33
Deloitte Corporate Finance Service provider type: Investment Banking | Year founded: 2001
Deloitte Corporate Finance LLC is a US-based leading M&A advisor with execution capabilities through Deloitte’s global network that leverages deep transaction experience to help clients create and act upon opportunities for liquidity, growth and long-term advantage. The firm works with clients in a variety of industries including Business Services, Financial Services, General Industrials, Consumer & Retail, Energy & Resources, Life Sciences & Healthcare, Technology, Media & Telecom.
Contact
Charlotte, NC United States
Primary contact
Savannah Febesh Marketing [email protected]
+1 (617) 437-2354
General statistics
Total transactions (last 5 years)
Total companies serviced (last 5 years)
Total investors serviced (last 5 years)
327 282 118
Recently closed transactions
Investor/company serviced Service Deal type Deal date Deal location
Cisco Equipment Advisor: General PE Growth/Expansion Feb-2019 Odessa, TX
Foxconn Interconnect Technology Ltd. Advisor: General Merger/Acquisition Dec-2018 Taipei City, Taiwan
Premier Health Network LLC Advisor: General Merger/Acquisition Nov-2018 Orlando, FL
AirBorn, Inc. Advisor: General Recapitalization Nov-2018 Georgetown, TX
Stellex Capital Management Advisor: General Merger/Acquisition Nov-2018 New York, NY
All transactions by industry
27%56%
1.2%7.0%
20.5%18.0%
27.8%
Business Services
Consumer Products
Energy & Resources
Financial Services
Life Sciences & Healthcare
Technology, Media & Telecom
Industrial Products
34
Dinan & Company Service provider type: Investment Bank | Year founded: 1988
Dinan & Company is a Phoenix, Arizona-based middle-market investment bank. Founded in 1988, the firm advises clients on mergers and acquisitions, recapitalizations, valuations, leveraged buyouts, management buyouts and valuation transactions. Dinan caters to the aerospace, defense, government, food, retail, energy, healthcare, technology, transportation and logistics sectors.
Contact
307 North Gateway Boulevard
Phoenix, AZ 85008
United States
+1 (602) 248-8700
Primary contact
Thomas Gerlacher Managing Director [email protected]
General statistics
Total transactions (last 5 years)
Total companies serviced (last 5 years)
Total investors serviced (last 5 years)
Target EBITDA
94 74 37 $2M-$100M
Recently closed transactions
Investor/company serviced Service Deal type Deal date Deal location
Silver Peak Partners Advisor: General Buyout/LBO Aug-2018 Missoula, MT
Union Capital Advisor: General Buyout/LBO Jul-2018 Orlando, FL
Grounded Technologies Advisor: General Buyout/LBO Jul-2018 Parker, CO
Hall Research Advisor: General Buyout/LBO Jul-2018 Tustin, CA
BriteSky Technologies Advisor: General Secondary Transaction - Private
Jun-2018 Ottawa, Canada
All transactions by industry
40.8%9.2%
1.3%3.9%
25.0%11.8%
7.9%
Business Products and Services (B2B)
Consumer Products and Services (B2C)
Energy
Financial Services
Healthcare
Information Technology
Materials and Resources
35
Dorilton Capital Investor type: Family Office | Year founded: 2009
Dorilton Capital is a private investment firm that makes private equity and growth equity investments. The firm seeks to invest in the industrial services, testing and inspection, home health care and health care services sectors. It was founded in 2009 and is based in New York, New York.
Contact
32 Avenue of the Americas
17th Floor
New York, NY 10013
United States
+1 (212) 929-0358
Primary contact
Brian Talbott Business Development Associate [email protected]
+1 (856) 630-1760
General statistics
Active private equity investments Total private equity investments Target EBITDA
8 30+ $2M-$25M
Recently closed investments
Name Deal type Deal date
Hospice Connection Buyout/LBO (Add-on) Feb-2019
MEI Rigging and Crating Buyout/LBO (Platform) Feb-2019
L-K Industries Buyout/LBO (Secondary) Jan-2019
Cooling Tower Resources (Baytown Division) Buyout/LBO (Add-on) Nov-2018
Maintenance & Turnaround Resources Buyout/LBO (Add-on) Nov-2018
36
Eagle Merchant Partners Investor type: PE/Buyout | Year founded: 2012
Eagle Merchant Partners is a private equity firm that prefers to invest in the consumer, business services, and industrial sectors. It is headquartered in Atlanta, Georgia and was founded in 2012.
Contact
One Buckhead Plaza
3060 Peachtree Road, NorthWest, Suite 360
Atlanta, GA 30305
United States
+1 (404) 974-2480
Primary contact
William Lundstrom Founding Member & Partner [email protected]
+1 (404) 974-2495
General statistics
Active private equity investments Total private equity investments Target revenue
Target EBITDA
6 10 $20M-$200M $5M-$40M
Recently closed investments
Name Deal type Deal date
Origin Development Group (11 Restaurants in Georgia)
Buyout/LBO Dec-2018
Planet Fitness (19 Club Franchisee, Arizona)
Buyout/LBO Sep-2018
The Recreational Group PE Growth/Expansion Aug-2018
2 Planet Fitness franchisees (Phoenix and New Orleans)
Buyout/LBO Oct-2017
United PF Partners Platform Creation Nov-2016
Most recent closed fund
All investments by industry
45.5%54.5%
Business Products and Services (B2B)
Consumer Products and Services (B2C)
37
Focus Strategies Investment Banking Service provider type: Investment Bank | Year founded: 1999
Focus Strategies is a premier middle‐market investment
bank based in Austin, Texas that serves the unique
needs of privately‐held businesses seeking capital or
ownership transition. 2019 marks its 20th year
specializing in merger and acquisition advisory, capital‐
raising, and strategic advisory services for established
founder‐owned companies.
Contact
901 South Mopac Expressway
Building II, Suite 350
Austin, TX 78746
United States
+1 (512) 477‐3280
Primary contact
F. Gary Valdez
Founder, President & Chief Executive Officer
gvaldez@focus‐strategies.com
+1 (512) 477‐3280
General statistics
Total Transactions Total Advisory Clients Serviced (last 5 years)
Total Companies Serviced (last 5 years)
72 91 (last 5 years)
19
Company Serviced Service Deal type Deal date Deal location
Pacific Northern Advisor: General Capital Raise March – 2019 Carrollton, TX
Tempo Communications Advisor: General Capital Raise Jan – 2019 Vista, CA
CMIT Solutions, Inc. Advisor: General Buyout/LBO Dec – 2018 Austin, TX
Heating and Air Conditioning Co. Advisor: General Buyout/LBO Nov – 2018 Austin, TX
Petrochem Wire, LLC Advisor: General Buyout/LBO Aug – 2018 Houston, TX
Berry Aviation Advisor: General Buyout/LBO July – 2018 San Marcos, TX
Hill Country Holdings Advisor: General Capital Raise Oct – 2017 New Braunfels, TX
Tony Bagliore Concrete Advisor: General Buyout/LBO April – 2017 Jarrell, TX
Beneplace Advisor: General Buyout/LBO April – 2017 Austin, TX
ScanData Systems Advisor: General Buyout/LBO Jan – 2017 Austin, TX
OilPatch Technologies Advisor: General Buyout/LBO Jan – 2017 Houston, TX
Phoenix Electric Advisor: General Buyout/LBO Jan – 2017 Hutto, TX
Qualico Advisor: General Capital Raise Aug – 2015 Austin, TX
R Bank Advisory: General Buyside Aug – 2015 Round Rock, TX
Empresario Advisory: General Buyside Aug – 2015 Austin, TX
Berry Aviation Advisor: General Recapitalization Jan – 2015 San Marcos, TX
Enthought Advisor: General Capital Raise Jan – 2015 Austin, TX
All transactions by industry
Recently closed transactions
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. It's industry focus includes: technology, Industrial & business services, healthcare services and food & consumer services.
Contact
1256 Main Street
Suite 256
Southlake, TX 76092
United States
+1 (682) 334-5800
Primary contact
Andrew Peix Principal & Director of Business Development [email protected]
+1 (682) 334-5781
General statistics
Assets under management
Active private equity investments
Total private equity investments
Target EBITDA
Preferred Investment amount
$750M 12 31 $5M-$40M $20M-$100M
Recently closed investments
Name Deal type Deal date
TVC Enterprises Buyout/LBO (MBO) Jan-2019
Pediatric Dental Providers PE Growth/Expansion Sep-2018
American Nuts Buyout/LBO Apr-2018
Comprehensive EyeCare Partners Buyout/LBO Feb-2018
New Eyes (Nevada) PE Growth/Expansion Feb-2018
Most recent closed fund
Gauge Capital II
Type: Buyout
Size: $500M
Vintage: 2017
All investments by industry
22.2%29.6%
3.7%18.5%
11.1%14.8%
Business Products and Services (B2B)
Consumer Products and Services (B2C)
Financial Services
Healthcare
Information Technology
Materials and Resources
39
Gemspring Capital Investor type: PE/Buyout | Year founded: 2015
Gemspring Capital is a private equity firm specializing in lower middle market companies.
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
Assets under management Active private equity investments Total private equity investments Target revenue
$355M 6 7 $25M-$350M
Recently closed investments
Name Deal type Deal date
Yearout Mechanical Buyout/LBO (Add-on) Dec-2018
Bobit Business Media Buyout/LBO Nov-2018
Fiesta Insurance Franchise Buyout/LBO Oct-2018
A10 Capital Buyout/LBO (Secondary)
May-2018
TMP Worldwide Advertising & Communications
Buyout/LBO (MBO) Apr-2018
Most recent closed fund
Gemspring Capital Fund I
Type: Buyout
Size: $355M
Vintage: 2016
All investments by industry
44.4%11.1%
33.3%11.1%
Business Products and Services (B2B)
Consumer Products and Services (B2C)
Financial Services
Healthcare
40
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
Gen Cap America Investor type: PE/Buyout | Year founded: 1988
Gen Cap America is a private investment firm headquartered in Nashville, Tennessee and was founded in 1988. The firm specializes in acquisitions and recapitalizations of middle market businesses. They prefer to invest in the energy, commercial products, healthcare, information technology and manufacturing sectors.
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
Assets under management
Active private equity investments
Total private equity investments
Target revenue
Target EBITDA
$537M 20 57 $10M-$200M $2M-$10M
Recently closed investments
Name Deal type Deal date
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
United Grocery Outlet Buyout/LBO (MBO) Nov-2017
Most recent closed fund
Southvest Fund VII
Type: Buyout
Size: $250M
Vintage: 2017
All investments by industry
57.1%21.4%
7.1%7.1%7.1%
Business Products and Services (B2B)
Consumer Products and Services (B2C)
Energy
Healthcare
Materials and Resources
Generational Group Service provider type: Investment Bank | Year founded: 1987
The Generational Group (comprised of Generational Equity, Generational Capital Markets, Generational Wealth Advisors, and DealForce) headquartered in Dallas, Texas with over 250 professionals located throughout the U.S. and Canada, is one of the leading middle-market M&A firms in North America. The Generational Group helps business owners release the wealth of their businesses by providing merger, acquisition and strategic growth advisory services. The firm’s four-step approach features exit planning education, business valuation, value enhancement strategies, and M&A transactional services. The Generational Group’s team of experienced M&A professionals are skilled in helping business owners anticipate challenges and prepare them for every stage of a transaction in order to help them obtain maximum value for their businesses.
Contact
14241 Dallas Parkway
Suite 700
Dallas, TX 75254
United States
+1 (972) 232-1121
Primary contact
Lisa Lippe Director of M&A Marketing [email protected]
+1 (214) 912-7484
General statistics
Total transactions (last 5 years)
Total companies serviced (last 5 years)
Total investors serviced (last 5 years)
464 464 464
Recently closed transactions
Investor/company serviced Service Deal type Deal date Deal location
GodwinGroup Advisor: Generational Merger/Acquisition Dec-2018 Jackson, MS
K-Fab Advisor: Generational Merger/Acquisition Nov-2018 Santa Clara, CA
Royal Car Care Advisor: Generational Merger/Acquisition Nov-2018 Hanford, CA
ABA of North Texas Advisor: Generational Merger/Acquisition Nov-2018 Plano, TX
Body Spa Partners Advisor: Generational Merger/Acquisition Nov-2018 Las Vegas, NV
All transactions by industry
41
GenNx360 Capital Partners Investor type: PE/Buyout | Year founded: 2006
GenNx360 Capital Partners is a private equity firm focused on acquiring middle market business services and industrial companies. Our team is comprised of experienced investment and operating professionals. We invest in sectors where we can leverage our experience to drive accelerated growth, cost efficiencies, and financial returns, while preserving capital regardless of market cycles. Areas of Interest
Business & Industrial Services Repair & maintenance services Packaging products, equipment/services Food ingredients, equipment/services Niche industrial markets Supply Chain & Logistics Industrial Technologies & Automation Aerospace
Contact
590 Madison Avenue
27th Floor
New York, NY 10022
United States
Primary contact
Monty Yort Managing Partner [email protected] +1 (212) 257-6778
Pratik Rajeevan Vice President [email protected]
+1 (212) 257-6787
General statistics
Assets under management
Active private equity investments
Total private equity investments
Target revenue
Target EBITDA
Preferred Investment amount
$1.5B 14 18 $50M-$250M $8M-$25M $25M-$75M
Recently closed investments
Name Deal type Deal date
On Call Power Co Buyout/LBO (Add-on) Dec-2018
Klein & Co Temporary Housing Buyout/LBO (Add-on) Dec-2018
Muldoon Diving Buyout/LBO (Add-on) Nov-2018
Precision Aviation Group Buyout/LBO (Secondary)
Jul-2018
Die Cad Group Buyout/LBO (Add-on) Jun-2018
Century Tool & Gage Buyout/LBO (Add-on) Apr-2018
GenServe Inc. Buyout/LBO (Secondary)
Apr-2018
Subsea Global Solutions Buyout/LBO (Secondary)
Apr-2018
CRS Temporary Housing Buyout/LBO (Primary) Mar-2018
Most recent closed fund
GenNx360 Capital Partners III
Type: Buyout
Size: $600M
Vintage: 2018
42
Graycliff Partners Investor type: PE/Buyout | Year founded: 2011
Graycliff Partners is a private equity firm focused on lower middle market private equity and debt investments. The firm seeks to partner with companies led by strong, entrepreneurial management teams, providing capital for acquisitions, management buyouts, recapitalizations, growth and expansion.
Contact
500 5th Avenue
47th Floor
New York, NY 10110
United States
+1 (212) 300-2900
Primary contact
Duke Punhong Managing Director [email protected]
+1 (212) 300-2904
General statistics
Assets under management
Active private equity investments
Total private equity investments
Target revenue
Target EBITDA
Preferred Investment amount
$1.0B 48 149 $10M-$200M $4M-$15M $10M-$40M
Recently closed investments
Name Deal type Deal date
Graybill Processing Buyout/LBO Sep-2018
Worldwide Electric Buyout/LBO Jun-2018
North American Logistics Holdings Buyout/LBO (Add-on) Feb-2018
Impakt Holdings Buyout/LBO (Add-on) Mar-2017
Most recent closed fund
Graycliff Private Equity Partners III
Type: Buyout
Size: $250M
Vintage: 2017
All investments by industry
57.6%6.8%
1.7%3.4%3.4%
15.3%11.9%
Business Products and Services (B2B)
Consumer Products and Services (B2C)
Energy
Financial Services
Healthcare
Information Technology
Materials and Resources
43
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
Recently closed investments
Name Deal type Deal date
Mann Lake Buyout/LBO Oct-2018
48forty Solutions (CHEP North America) Buyout/LBO Feb-2018
J.E. Berkowitz Buyout/LBO (Add-on) Nov-2016
Kronos Foods Buyout/LBO (MBO) Sep-2016
M&C Oilfield Services Buyout/LBO (Add-on) Aug-2016
Most recent closed fund
Grey Mountain Partners Fund III
Type: Buyout
Size: $425M
Vintage: 2013
All investments by industry
62.1%
17.2%
13.8%
6.9%
Business Products and Services (B2B)
Consumer Products and Services (B2C)
Energy
Materials and Resources
44
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 and has offices in Chicago, IL, Walnut Creek, CA and Wilton, CT.
Contact
230 W Monroe St
Suite 2000
Chicago, IL 60091
Primary contact
Daniel Kapnick Vice President [email protected]
General statistics
Assets under management
Active private equity investments
Total private equity investments
Target revenue
Target EBITDA
Preferred Investment amount
$375M 24 71 $10M+ $3M+ $7M-$25M
Recently closed investments
Name Deal type Deal date
Triple Shift Entertainment Buyout/LBO Dec-2018
Owen Equipment Company Buyout/LBO Nov-2018
ChoiceSpine Buyout/LBO Nov-2018
Helm Buyout/LBO Sep-2018
Tricoci University of Beauty Culture Buyout/LBO Aug-2018
Most recent closed fund
GCG Investors IV
Type: Mezzanine
Size: $275M
Vintage: 2017
45
Gryphon Investors Investor type: PE/Buyout | Year founded: 1995
Gryphon Investors is a private equity 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
San Francisco, CA 94111
United States
+1 (415) 217-7400
Primary contact
Vincent Carey Principal [email protected]
+1 (415) 217-7423
General statistics
Assets under management
Active private equity investments
Total private equity investments
Target revenue
Preferred Investment amount
$4.5B 16 134 $100M-$500M $50M-$200M
Recently closed investments
Name Deal type Deal date
RoC Buyout/LBO Jan-2019
PetroChem Recovery Services Buyout/LBO (Add-on) Jan-2019
DecisionOne Dental Partners Buyout/LBO (Add-on) Jan-2019
Environmental Management Specialists
Buyout/LBO (Add-on) Dec-2018
Nolan Transportation Group Buyout/LBO (Add-on) Dec-2018
Most recent closed fund
Gryphon Mezzanine Partners
Type: Mezzanine
Size: $103M
Vintage: 2017
All investments by industry
44.3%8.9%
6.3%35.4%
3.8%1.3%
Business Products and Services (B2B)
Consumer Products and Services (B2C)
Financial Services
Healthcare
Information Technology
Materials and Resources
46
GulfStar Group Service provider type: Investment Bank | Year founded: 1990
GulfStar Group is a middle-market investment banking firm established in 1990 and headquartered in Houston, Texas. The firm specializes in providing merger and acquisition advisory services, institutional private placements of equity and debt, and restructuring, turnaround and general corporate finance advisory services to companies with revenues or enterprise values generally ranging from $25 million to $350 million.
Contact
700 Louisiana Street
Suite 3800
Houston, TX 77002
United States
+1 (713) 300-2020
Primary contact
Kent Kahle Managing Director/Co-Founder [email protected]
+1 (713) 300-2025
General statistics
Total transactions (last 5 years)
Total companies serviced (last 5 years)
Total investors serviced (last 5 years)
Target EBITDA
Target transaction amount
69 66 25 $10M-$25M $10M
Recently closed transactions
Investor/company serviced Service Deal type Deal date Deal location
MSI Supply Advisor: General Merger/Acquisition Nov-2018 Houston, TX
SupplyKick Advisor: General Debt Refinancing Nov-2018 Indianapolis, IN
Louisiana Fish Fry Advisor: General Buyout/LBO Oct-2018 Baton Rouge, LA
Patriot Erectors Advisor: General PE Growth/Expansion Apr-2018 Dripping Springs, TX
Renegade Well Services Advisor: General Debt Refinancing Apr-2018 Granbury, TX
All transactions by industry
12.0%
12.0%
43.0%
1.0%
6.0%
20.0%
Business Products and Services (B2B)
Consumer Products and Services (B2C)
Energy
Healthcare
Information Technology
Industrial & Manufacturing
47
H.I.G. Capital Investor type: PE/Buyout | Year founded: 1993
H.I.G. Capital is a private equity firm that also specializes in growth equity, management buyouts, turnarounds, real estate, recapitalization, debt/credit, lending and biohealth. The firm prefers to 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 technology sectors. It was founded in 1993 and is headquartered in Miami, Florida.
Contact
1450 Brickell Ave
31st Floor
Miami, FL 33131
United States
Primary contact
Valerio Forte
Senior Director of Business
Development
General statistics
Assets under management
Active private equity investments
Total private equity investments Target revenue Target EBITDA Preferred Investment
amount
$30B 133 548 $10M-$1.5B $1M-$200M $5M-$200M
Recently closed investments
Name Deal type Deal date
Digital Ware Acquisition Feb-2019
Taconic Biosciences Acquisition Feb-2019
Lipari Foods Acquisition Jan-2019
Cuyana Acquisition Dec-2018
Vision Integrated Graphics Group Acquisition Dec-2018
Most recent closed fund
H.I.G. Advantage
Type: Buyout
Size: $3B
Vintage: 2018
All investments by industry
42.9918.37
.95%2.46%
9.28%16.86
9.09%
Business Products and Services (B2B)
Consumer Products and Services (B2C)
Energy
Financial Services
Healthcare
Information Technology
Materials and Resources
48
Hamilton Robinson Capital Partners Investor type: PE/Buyout | Year founded: 1984
Hamilton Robinson Capital Partners is a lower middle-market private equity firm seeking to invest directly in the manufacturing, distribution and business service sectors based in the United States, Canada and Europe. The firm specializes in buyouts, acquisitions, add-on acquisition, corporate divestitures, de-leveraging or joint ventures, growth capital, emerging and corporate growth, ownership transition of family businesses and recapitalization investments.
Contact
301 Tresser Boulevard
3 Stamford Plaza, Suite 1333
Stamford, CT 06901
United States
+1 (203) 602-0011
Primary contact
Stephen Connor Director, Business Development [email protected]
+1 (203) 602-3309
General statistics
Assets under management
Active private equity investments
Total private equity investments
Target revenue
Target EBITDA
Preferred Investment amount
$170M 7 46 $20M-$200M $3M-$15M $5M-$50M
Recently closed investments
Name Deal type Deal date
Pacific Northern Environmental Buyout/LBO May-2018
Technical Marketing Manufacturing Buyout/LBO (Add-on) Mar-2018
Gray Matter Systems Buyout/LBO Nov-2017
Skyway Machine Buyout/LBO (Add-on) Mar-2017
5 Star Refrigeration & Air Conditioning Buyout/LBO (Add-on) Jan-2017
All investments by industry
73.9%8.7%
4.3%4.3%
8.7%
Business Products and Services (B2B)
Consumer Products and Services (B2C)
Financial Services
Information Technology
Materials and Resources
49
Hammond, Kennedy, Whitney & Company Investor type: PE/Buyout | Year founded: 1903
Hammond, Kennedy, Whitney & Company is a private equity firm which primarily invests in privately owned businesses and subsidiaries or divisions of public companies. The firm also specializes in the management buy-outs, industry consolidations, corporate divestitures, ownership liquidity situations, recapitalization, expansion and growth equity investments in companies based in North America. HKW was founded in 1903 and is based in Indianapolis, Indiana.
Contact
8888 Keystone Crossing
Suite 600
Indianapolis, IN 46240
United States
+1 (212) 867-1010
Primary contact
Ryan Supple Vice President, Deal Generation [email protected]
+1 (317) 428-1944
General statistics
Assets under management
Active private equity investments
Total private equity investments
Target revenue
Target EBITDA
Preferred Investment amount
$574M 13 98 $20M-$200M $5M-$30M $10M-$45M
Recently closed investments
Name Deal type Deal date
Fresh Direct Produce Buyout/LBO Dec-2018
Urban Armor Gear Buyout/LBO Aug-2018
Indigo Wild Buyout/LBO Aug-2018
MB3 Buyout/LBO (Add-on) Jul-2018
Spector Logistics Buyout/LBO (Add-on) Apr-2018
Most recent closed fund
HKW Capital Partners IV
Type: Buyout
Size: $319M
Vintage: 2012
All investments by industry
39.0%24.4%
4.9%2.4%
9.8%19.5%
Business Products and Services (B2B)
Consumer Products and Services (B2C)
Energy
Financial Services
Healthcare
Information Technology
50
Harbour Group Investor type: PE/Buyout | Year founded: 1976
Harbour Group is a private equity firm which invest in companies operating in the manufacturing, distribution, energy, mining and specialty services sectors. It invests in companies based in North America. The firm is based in Saint Louis, Missouri and was founded in 1976.
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
Assets under management
Active private equity investments
Total private equity investments
Target revenue
Target EBITDA
Preferred Investment amount
$1.2B 10 205 $30M-$500M $4M-$60M $30M-$100M
Recently closed investments
Name Deal type Deal date
Pulsar Process Measurement Buyout/LBO (Add-on) Dec-2018
Energy Planning Associates Buyout/LBO (Add-on) Oct-2018
Stelfast Buyout/LBO (Add-on) Sep-2018
Weldon Industries Buyout/LBO (Add-on) Aug-2018
Nationwide Industries Buyout/LBO (Secondary)
Mar-2018
Most recent closed fund
Harbour Group Investments VI
Type: Buyout
Size: $672M
Vintage: 2012
All investments by industry
65.9%22.7%
2.3%4.5%4.5%
Business Products and Services (B2B)
Consumer Products and Services (B2C)
Energy
Healthcare
Information Technology
51
Harren Equity Partners Investor type: PE/Buyout | Year founded: 2000
Harren Equity Partners is a private equity firm providing capital for management buyouts, buildups, recapitalizations, and other private equity transactions. The firm focuses on investing in companies operating in the following industry segments: healthcare services, business services, consumer products and services, general industrial, building products, aerospace and defense, and specialty distribution. Current add-on searches within the healthcare services portfolio include in-home and community-based behavioral health services, nurse and allied health staffing services and sleep diagnostic management services. The firm was founded in 2000 and is based in Charlottesville, Virginia with an additional office in Fort Lauderdale, Florida.
Contact
The Gleason Building
200 Garrett Street, Suite F
Charlottesville, VA 22902
United States
+1 (434) 245-5800
Primary contact
C. Taylor Cole, Jr. Partner [email protected]
+1 (434) 245-5800
General statistics
Assets under management
Active private equity investments
Total private equity investments
Target revenue
Target EBITDA
Preferred Investment amount
$300M 14 47 $20M-$200M $5M-$30M $15M-$40M
Recently closed investments
Name Deal type Deal date
Alliance Ground International Buyout/LBO Jan-2018
Health Connect America Buyout/LBO Nov-2017
MedPro Healthcare Staffing Buyout/LBO Dec-2016
RBC Tile & Stone Buyout/LBO (Add-on) Oct-2016
Shrimp Basket Buyout/LBO Aug-2016
Most recent closed fund
Harren Investors III
Type: Buyout
Size: $275M
All investments by industry
50.0%28.6%
7.1%14.3%
Business Products and Services (B2B)
Consumer Products and Services (B2C)
Energy
Healthcare
52
Harris Williams & Co. Service provider type: Investment Bank | Year founded: 1991
Harris Williams is a middle-market investment bank focused on providing advisory services to clients worldwide. The firm provides acquisition advisory, restructuring advisory, board advisory, private placements and capital markets advisory services. The firm's 10 industry groups include aerospace, defense, and government services; building products and materials; business services; consumer; energy, power, and infrastructure; healthcare and life sciences; industrials; specialty distribution; technology, media and telecom; and transportation and logistics. Harris Williams is a registered broker-dealer and member of FINRA and SIPC.
Contact
1001 Haxall Point
9th Floor
Richmond, VA 23219
United States
+1 (804) 648-0072
Primary contact
Frank De Venoge Origination Manager [email protected]
+1 (804) 887-6106
General statistics
Total transactions (last 5 years)
Total companies serviced (last 5 years)
Total investors serviced (last 5 years)
568 366 121
Recently closed transactions
Investor/company serviced Service Deal type Deal date Deal location
Graze Advisor: General Merger/Acquisition Feb-2019 Richmond, United Kingdom
Tech Air Advisor: General Merger/Acquisition Feb-2019 Danbury, CT
Great Hill Partners Advisor: General Buyout/LBO Feb-2019 Waltham, MA
Aeryon Labs Advisor: General Merger/Acquisition Jan-2019 Waterloo, Canada
Osmose Utilities Services Advisor: General Buyout/LBO Jan-2019 Peachtree City, GA
All transactions by industry
35.6%23.6%
2.7%6.8%
16.8%10.4%
4.1%
Business Products and Services…
Consumer Products and…
Energy
Financial Services
Healthcare
Information Technology
Materials and Resources
53
Hastings Equity Partners Investor type: PE/Buyout | Year founded: 2004
Hastings Equity Partners is a private equity firm that focuses on investing in lower, middle-market companies in the energy services and equipment sectors. The firm is involved in leveraged buyouts, management buyouts, recapitalization and growth capital investments. It was founded in 2004 and is based in Houston, Texas.
Contact
LyondellBasell Tower
1221 McKinney Street, Suite 3650
Houston, TX 77010
United States
+1 (281) 407-4845
Primary contact
Tanner Moran Managing Director, Business Development [email protected]
+1 (281) 407-4845
General statistics
Assets under management
Active private equity investments
Total private equity investments
Target EBITDA
Preferred Investment amount
$387M 10 42 $4M-$20M $5M-$20M
Recently closed investments
Name Deal type Deal date
Refractory Construction Services Buyout/LBO Nov-2018
WadeCo Specialties Buyout/LBO (Add-on) Oct-2018
Imperative Chemical Partners Platform Creation Oct-2018
Impact! Chemical Technologies Buyout/LBO (Add-on) Oct-2018
Scan-X Pipe Inspections Buyout/LBO (Add-on) May-2018
Most recent closed fund
Hastings Equity Partners III
Type: Buyout
Size: $172M
All investments by industry
50.0%23.1%
26.9%
Business Products and Services (B2B)
Energy
Materials and Resources
54
HBM Holdings Investor type: Holding Company| Year founded: 2012
HBM Holdings is a privately held company that acquires, builds, and operates middle-market businesses, primarily in industrial products and services. The firm seeks to invest in companies operating in the machined components, medical, energy & power generation, packaging, and environmental services sectors..
Contact
101 South Hanley Road
Suite 1050
Saint Louis, MO 63105
United States
+1 (314) 376-2540
Primary contact
Andrew Fulford Vice President, Corporate Development [email protected]
+1 (314) 376-2530
General statistics
Active platforms Total investments Target revenue
Target EBITDA margin %
4 16 <$100M >10%
Recently closed investments
Name Deal type Deal date
Aerofil Technology Buyout/LBO Sep-2017
Schafer Industries Buyout/LBO Aug-2017
Mercer Lime Buyout/LBO (Add-on) Jun-2017
Breen Energy Solutions Buyout/LBO (Add-on) Jun-2015
Huron Lime Buyout/LBO (Add-on) Jan-2014
All investments by industry
42.9%14.3%
42.9%
Business Products and Services (B2B)
Energy
Materials and Resources
55
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
Committed capital since inception
Active private equity investments
Total private equity investments
Target revenue
Target EBITDA
Preferred Investment amount
$473M 11 43 $10M-$100M $3M-$10M $5M-$35M
Recently closed investments
Name Deal type Deal date
Radix Wire Buyout/LBO Oct-2018
Contechem Buyout/LBO (MBO) Aug-2018
Nolan Power Group Buyout/LBO (Add-on) Jul-2018
U-C Coatings Buyout/LBO (Secondary) Jan-2018
Strauss Lock Distributors Buyout/LBO (Add-on) Dec-2017
PacTool International Buyout/LBO (Add-on) Nov-2017
Most recent closed fund
High Road Capital Partners Fund II
Type: Buyout
Size: $320M
Vintage: 2013
All investments by industry
36.4%27.3%
9.1%18.2%
9.1%
Business Products and Services (B2B)
Consumer Products and Services (B2C)
Energy
Healthcare
Materials and Resources
56
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Holleway Capital Partners Investor type: PE/Buyout | Year founded: 2016
Holleway Capital Partners is a private equity firm which backs management teams to buy or recapitalize the companies they are running, providing liquidity to business owners. The firm acquires manufacturers and distributors of industrial and commercial products in the Midwest, High Plains, Rocky Mountains and Southern regions of the United States. It is based in Saint Louis, Missouri.
Contact
Saint Louis, MO United States
Primary contact
Holly Huels Co-Founder & Managing Partner [email protected]
General statistics
Assets under management Target revenue
Target EBITDA Preferred Investment amount
$75M $10M-$100M $2M-$10M $2-$20MM
Most recent closed fund
Holleway IPA Fund
Type: Buyout
Size: $75M
Houlihan Lokey Service provider type: Investment Bank | Year founded: 1972
Houlihan Lokey is an international investment bank serving corporations, institutions and governments worldwide. The firm advises its clients on mergers and acquisitions, financial restructurings, mezzanine financings, divestitures and acquisition financings. In addition, Houlihan Lokey offers services in the areas of portfolio valuation, transaction opinion, intellectual property, financial reporting, real estate valuation and dispute resolution. The firm was founded in 1972 and is headquartered in Los Angeles, California.
Contact
10250 Constellation Boulevard
6th Floor
Los Angeles, CA 90067
United States
+1 (310) 553-8871
Primary contact
Jeffrey Stern Managing Director [email protected]
+1 (312) 456-4724
General statistics
Total transactions (last 5 years)
Total companies serviced (last 5 years)
Total investors serviced (last 5 years)
1532 688 397
Recently closed transactions
Investor/company serviced Service Service To Deal type Deal date Deal location
Apex Environmental Placement Agent Company Buyout/LBO Feb-2019 Wayne, NJ
Syntron Material Handling Advisor: General Company Merger/Acquisition Jan 2019 Tupelo, MS
Restaurant Technologies Advisor: General Company Buyout/LBO Oct-2018 Mendota Heights, MN
Iconic IP Placement Agent Company Dec-2018 Dallas, TX
Blackhawk Industrial Advisor: General Company Secondary Buyout Mar-2018 Broken Arrow, OK
All transactions by industry
29.0%20.4%
6.2%14.8%
10.8%13.5%
5.3%
Business Products and Services (B2B)
Consumer Products and Services (B2C)
Energy
Financial Services
Healthcare
Information Technology
Materials and Resources
58
Incline Equity Partners Investor type: PE/Buyout | Year founded: 2011
Incline Equity Partners is a private equity firm that is based in Pittsburgh, Pennsylvania. The firm focuses on investments in lower middle-market growth companies 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
Michael Antonelli Vice President [email protected]
+1 (412) 315-7791
General statistics
Assets under management
Active private equity investments
Total private equity investments
Target revenue
Target EBITDA
Preferred Investment amount
$1.4B 10 77 $20M-$500M $8M-$35M $15M-$100M
Recently closed investments
Name Deal type Deal date
Van Con Buyout/LBO (Add-on) Jun-2018
New England Belting Company Buyout/LBO (Add-on) May-2018
AC Compressor Buyout/LBO (Add-on) May-2018
Conveyor Belting Supply Buyout/LBO (Add-on) Feb-2018
P.T. International Buyout/LBO (Secondary) Jan-2018
Most recent closed fund
Incline Equity Partners IV
Type: Buyout
Size: $601M
Vintage: 2017
All investments by industry
80.6%9.7%
3.2%3.2%3.2%
Business Products and Services (B2B)
Consumer Products and Services (B2C)
Energy
Information Technology
Materials and Resources
59
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
Assets under management
Active private equity investments
Total private equity investments
Target revenue
Preferred Investment amount
$1.2B 11 65 $50M-$1B $25M-$100M
Recently closed investments
Name Deal type Deal date
PPI-Time Zero Buyout/LBO (Secondary)
Sep-2018
VirTex Enterprises Buyout/LBO (Secondary)
Oct-2017
Clean Harbors (Transformer Division) Merger/Acquisition Jun-2017
TreeHouse Foods (Soup and Infant Feeding)
Buyout/LBO May-2017
RTI International (microsystem and integrated packaging business)
Buyout/LBO (Add-on) Oct-2016
Most recent closed fund
Insight Equity III
Type: Buyout
Size: $639M
Vintage: 2014
All investments by industry
55.6%13.9%
16.7%13.9%
Business Products and Services (B2B)
Consumer Products and Services (B2C)
Information Technology
Materials and Resources
60
Kian Capital Investor type: Growth/Expansion | Year founded: 2013
Kian Capital is a private investment firm that is based in Charlotte, North Carolina, with an additional office in Atlanta, Georgia. The firm seeks to invest in the business services, consumer, distribution or logistics, healthcare services and niche manufacturing sectors.
Contact
4201 Congress Street
Rotunda Building, Suite 440
Charlotte, NC 28209
United States
+1 (704) 943-2500
Primary contact
David Duke Managing Director, Business Development [email protected]
+1 (470) 823-3008
General statistics
Assets under management
Active private equity investments
Total private equity investments
Target revenue
Target EBITDA
Preferred Investment amount
$425M 19 26 $15M-$150M $2M-$15M $7M-$30M
Recently closed investments
Name Deal type Deal date
Smith Fastener Buyout/LBO (Add-on) Jan-2019
XenonDepot Buyout/LBO Jan-2019
Charles Products Buyout/LBO Dec-2018
Allen Technologies Buyout/LBO (Add-on) Oct-2018
Antx Buyout/LBO Jul-2018
Most recent closed fund
Kian Mezzanine Partners II
Type: Mezzanine
Size: $275M
All investments by industry
42.9%25.7%
2.9%8.6%
17.1%2.9%
Business Products and Services (B2B)
Consumer Products and Services (B2C)
Financial Services
Healthcare
Information Technology
Materials and Resources
61
Latticework Capital Management Investor type: PE/Buyout | Year founded: 2014
Latticework Capital Management is a private equity investment firm that seeks to invest in the healthcare sectors. The firm was founded 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 [email protected]
+1 (214) 758-0317
General statistics
Assets under management Active private equity investments Total private equity investments Target EBITDA
$72M 4 8 $1M-$10M
Recently closed investments
Name Deal type Deal date
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
All investments by industry
10.0%10.0%
80.0%
Business Products and Services (B2B)
Consumer Products and Services (B2C)
Healthcare
62
Lazard Middle Market Service provider type: Investment Bank | Year founded: 1978
Lazard Middle Market LLC, a subsidiary of Lazard Ltd (NYSE: LAZ), is a leading middle market investment bank that provides customized advice on mergers and acquisitions, debt and equity recapitalizations, and financial restructurings to mid-sized companies across a broad range of industries. The firm leverages the global resources of Lazard, which include deal professionals in 43 offices across 27 countries in North America, Europe, Asia, Australia, South and Central America.
Contact
80 South 8th Street
Suite 2700
Minneapolis, MN 55402
United States
+1 (612) 339-0500
Primary contact
Robert Frost Chief Executive Officer
Lazard Middle Market
+1 (612) 371-6591
General statistics
Total transactions (last 5 years)
Total companies serviced (last 5 years)
Total investors serviced (last 5 years)
698 348 280
Recently closed transactions
Investor/company serviced Service Deal type Deal date Deal location
Providence Equity Partners Advisor: General PE Growth/Expansion Feb-2019 Lititz, PA
Dairy Crest Group Advisor: General Merger/Acquisition Feb-2019 Esher, United Kingdom
Immune Design Advisor: General Merger/Acquisition Feb-2019 Seattle, WA
LBO France Advisor: General Buyout/LBO Feb-2019 Thaon-les-Vosges, France
Tritax Big Box REIT Advisor: General Merger/Acquisition Feb-2019 Northampton, United Kingdom
All transactions by industry
23.9%24.5%
6.2%16.0%
7.9%13.7%
7.8%
Business Products and Services (B2B)
Consumer Products and Services (B2C)
Energy
Financial Services
Healthcare
Information Technology
Materials and Resources
63
Lincoln International Service provider type: Investment Bank | Year founded: 1996
Founded in 1996, Lincoln International is a trusted investment banking advisor to business owners and senior executives of leading private equity firms and public and privately held companies around the world. As an integrated team of more than 500 professionals across 15 countries, the firm offers extensive industry knowledge, market intelligence and strategic insights, and a commitment to client success.
Contact
500 West Madison Street
Suite 3900
Chicago, IL 60661
United States
+1 (312) 580-8339
Primary contact
Scott Hebbeler Managing Director [email protected]
+1 (312) 823-4673
64
Long Point Capital Investor type: PE/Buyout | Year founded: 1998
Long Point Capital is a private equity firm focused on partnering with entrepreneurs of middle market businesses to help them achieve their financial goals, such as achieving liquidity, accessing growth capital, or accommodating generational change. The firm was founded in 1998 and is headquartered in New York, New York with an additional office in Royal Oak, Michigan.
Primary contact
Meahgan O'Grady Head of Origination [email protected]
+1 (212) 593-1800
General statistics
Assets under management
Active private equity investments
Total private equity investments
Target revenue
Target EBITDA
Preferred Investment amount
$403M 8 48 $25M-$250M $5M-$50M $10M-$50M
Recently closed investments
Name Deal type Deal date
Centrilogic PE Growth/Expansion Jun-2018
Woolpert PE Growth/Expansion Dec-2017
PDT Architects Buyout/LBO (Add-on) Oct-2017
GB Fitzsimon Buyout/LBO (Add-on) Feb-2016
Corsicana Mattress PE Growth/Expansion Sep-2015
Most recent closed fund
Long Point Capital Co-Investment Fund III
Type: Buyout
Size: $15M
All investments by industry
63.6%18.2%18.2%
Business Products and Services (B2B)
Consumer Products and Services (B2C)
Information Technology
65
LongueVue Capital Investor type: Control Equity | Year founded: 2001
LongueVue Capital is a private equity firm focused on making situation-driven, value-oriented equity and debt investments in lower middle market companies to support buy-outs, recapitalizations, acquisitions and growth. LVC currently has approximately $450 million under management across multiple funds. Since its formation in 2001, LVC has made successful investments in a wide variety of industries, including healthcare, business services, transportation and logistics, energy services, and niche manufacturing. LVC is based in New Orleans with an additional office in Park City, UT. For more information, please visit www.lvcpartners.com.
Contact
111 Veterans Blvd.
Suite 1020
New Orleans, LA 70005
United States
+1 (504) 293-3606
Primary contact
Charles Cox Director [email protected]
+1 (504) 293-3606
General statistics
Assets under management
Active private equity investments
Total private equity investments
Target revenue
Target EBITDA
Preferred Investment amount
$450M 9 18 $10M-$150M $3M-$15M $10M-$30M
Recently closed investments
Name Deal type Deal date
Select Express & Logistics Buyout/LBO Oct-2018
PanMed US Buyout/LBO (Add-on) Sep-2018
Pod Pack International Buyout/LBO May-2018
Azimuth Technology Buyout/LBO Sep-2017
Quality Senior Living Buyout/LBO Aug-2017
Zavation Medical Products Buyout/LBO Jul-2017
Most recent closed fund
LongueVue Capital Partners III
Type: Control Equity
Size: $252M
Vintage: 2017
All investments by industry
33.0%
22.0%
22.0%
13.0%
Healthcare
Speciality Manufacturing
Energy & Industrial Services
Transportation & Logisticcs
66
Macquarie Principal Finance Investor type: Asset Manager | Year founded: 2009
Macquarie Principal Finance is a subsidiary of the Macquarie Group, founded in 2009. The firm provides financing and investment capital across six focused sectors: energy and infrastructure, real assets, transportation & logistics, business services, software & technology, and real estate.
Contact
50 Martin Place
Sydney, 2000
Australia
+61 (0)2 8232 3333
Primary contact
Adam Weinstock Managing Director [email protected]
+1 (212) 231-6677
Secondary contact
Henry Shine
Senior Vice President
+1 (312) 660-9081
General statistics
Committed Capital (Committed in the U.S. since inception in Q1 2009)
Total Investments (New deals in U.S. since Q1 2009)
Check Size
$12.2B 240+ $25-250M
Recent investments
Name Deal type Deal date
ParkingEye Buyout/LBO Nov-2018
Macquarie Multifamily Investment (10,000 apartment units across Texas and Southeast U.S)
Real Estate Dec-2018
World Insurance Associates Debt Refinancing Jul-2018
Harbor Performance Enhancement Center
PE Growth/Expansion April--2018
67
Main Street Capital Investor type: PE/Buyout | Year founded: 1997
Main Street Capital is a principal investment firm that 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. It 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
Assets under management
Active private equity investments
Total private equity investments
Target revenue
Target EBITDA
Preferred Investment amount
$4B 86 201 $10M-$150M $3M-$20M $5M-$75M
Recently closed investments
Name Deal type Deal date
CompareNetworks Buyout/LBO (MBO) Feb-2019
Centre Technologies PE Growth/Expansion Jan-2019
Casco Development Buyout/LBO (Add-on) Dec-2018
Kickhaefer Manufacturing Company Buyout/LBO (MBO) Nov-2018
Slick Innovations Buyout/LBO (MBO) Sep-2018
Most recent closed fund
I-45 Senior Loan Fund
Type: Direct Lending
Size: $85M
All investments by industry
41.0%15.0%
6.0%3.0%
5.0%27.0%
3.0%
Business Products and Services (B2B)
Consumer Products and Services (B2C)
Energy
Financial Services
Healthcare
Information Technology
Materials and Resources
68
McCarthy Capital Investor type: PE/Buyout | Year founded: 1986
McCarthy Capital is a private equity investment firm that focuses on lower middle market companies. It specializes in growth equity, recapitalization and management buyout investments. The firm is headquartered in Omaha, Nebraska and was founded in 1986. McCarthy has extensive experience investing in the consumer products, financial services, and business services, including technology-enabled business services, value-added resellers, and technology, media and communications industries.
Contact
1601 Dodge Street
Suite 3800
Omaha, NE 68102
United States
+1 (402) 932-8600
Primary Contact
Chase Meyer Principal [email protected]
+1 (402) 991-8410
General statistics
Assets under management
Active private equity investments
Total private equity investments
Target revenue
Target EBITDA
Preferred Investment amount
$1B 25 50+ $15M-$250M $3M $10M-$50M
Recently closed investments
Name Deal type Deal date
BiggerPockets Recapitalization Nov-2018
Quantum Workplace Recapitalization Oct-2018
Alpha Comm Enterprises Recapitalization Sep-2018
Honey Smoked Fish Recapitalization/Growth May-2018
Scooter’s Coffee Recapitalization/Growth Mar-2018
Most recent closed fund
McCarthy Capital Fund VI
Type: PE Growth-Expansion
Size: $353M
Vintage: 2016
All investments by industry
41.5%22.0%
9.7%9.7%
17.1%
Business Products and Services (B2B)
Consumer Products and Services (B2C)
Financial Services
Healthcare
Information Technology
69
MHT Partners Service provider type: Investment Bank | Year founded: 2001
MHT Partners is a middle market investment bank focused on representing industry leaders in growth markets. The firm assists clients with seller advisory, acquisition advisory, corporate finance and strategic advisory assignments. MHT Partners serves a variety of middle-market businesses, from companies owned by families or serial entrepreneurs to divisions of large corporations to private equity or venture backed enterprises.
Contact
2021 McKinney Avenue
Suite 1950
Dallas, TX 75201
United States
+1 (214) 661-1290
Primary contact
Joseph Terzo Principal [email protected]
+1 (214) 661-1292
General statistics
Total transactions (last 5 years)
Total companies serviced (last 5 years)
Total investors serviced (last 5 years)
60 54 15
Recently closed transactions
Investor/company serviced Service Deal type Deal date Deal location
Centre Technologies Advisor: General PE Growth/Expansion Jan-2019 Houston, TX
The Amynta Group Advisor: General Buyout/LBO Jan-2019 Dallas, TX
Fish Technologies Advisor: General Buyout/LBO Nov-2018 Addison, TX
Frozen Specialties Advisor: General Merger/Acquisition Nov-2018 Perrysburg, OH
Evriholder Products Advisor: General Buyout/LBO Oct-2018 Anaheim, CA
All transactions by industry
31.8%31.8%
4.5%10.6%
15.2%6.1%
Business Products and Services (B2B)
Consumer Products and Services (B2C)
Financial Services
Healthcare
Information Technology
Materials and Resources
70
Midwest Mezzanine Funds Investor type: Mezzanine | Year founded: 1992
Midwest Mezzanine Funds is a flexible provider of junior capital, providing debt and non-control equity to buyouts and recapitalization. It was founded in 1992 and is located Chicago, Illinois. Midwest Mezzanine is currently investing out of its sixth fund supporting both committed funds and independent sponsors on change of control transactions as well as management teams in need of expansion capital
Contact
55 West Monroe Street
Suite 3650
Chicago, IL 60603
United States
+1 (312) 291-7300
Primary contact
Paul Kreie Senior Managing Director [email protected]
+1 (312) 291-7303
General statistics
Assets under management
Active private equity investments
Total private equity investments
Target EBITDA
Preferred Investment amount
$421M 26 148 $3M-15M $4M-$15M
Recently closed investments
Name Deal type Deal date
City Wide Building Service Buyout/LBO (Secondary)
Nov-2018
Vessco Buyout/LBO (MBO) Oct-2018
Peltram Plumbing Buyout/LBO Jul-2018
OJ Medtech Buyout/LBO Jul-2018
Connecticut Electric Buyout/LBO (Secondary)
Mar-2018
Most recent closed fund
Midwest Mezzanine Fund VI SBIC
Type: Mezzanine
Size: $250M
Vintage: 2018
All investments by industry
57.6%6.8%
3.4%1.7%
5.1%20.3%
5.1%
Business Products and Services (B2B)
Consumer Products and Services (B2C)
Energy
Financial Services
Healthcare
Information Technology
Materials and Resources
71
MML Capital Partners Investor type: PE/Buyout | Year founded: 1988
MML Capital Partners is a private equity firm that focuses on providing capital to businesses for expansion, acquisition, recapitalization and management buyouts. It was established in 1988 and is based in London, United Kingdom.
Contact
Orion House
5 Upper Saint Martin's Lane
London, WC2H 9EA
United Kingdom
+44 (0)20 7024 2200
Primary contact
Balbinder Johal Co-Chief Executive Officer [email protected]
+44 (0)20 7024 2200
General statistics
Assets under management
Active private equity investments
Total private equity investments
Target EBITDA
Preferred Investment amount
$1B 26 124 $8M $12M-$58M
Recently closed investments
Name Deal type Deal date
Early Years Schoolwear Buyout/LBO (Add-on) Nov-2018
ParkingEye Buyout/LBO Nov-2018
Profound Services Buyout/LBO (Add-on) Oct-2018
F.R. Monkhouse Buyout/LBO (Add-on) Jun-2018
GravoTech Buyout/LBO (MBO) Mar-2018
Most recent closed fund
MML Capital Partners VI Coinvest
Type: Co-Investment
All investments by industry
43.0%30.2%
3.5%5.8%
9.3%7.0%
1.2%
Business Products and Services (B2B)
Consumer Products and Services (B2C)
Energy
Financial Services
Healthcare
Information Technology
Materials and Resources
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, Dallas, Los Angeles, New York, and San Francisco.
Contact
311 South Wacker Drive
64th Floor
Chicago, IL 60606
United States
+1 (312) 258-8300
Primary contact
Joe Rodgers Managing Director [email protected]
+1 (404) 845-7906
General statistics
Assets under management
Total Debt Investments (last 5 years)
Target revenue
Target EBITDA
Preferred Investment amount
$7.0B 250+ $10M-$50M $3M-$35M $3M-$100M
Recently closed investments
Name Deal type Deal date
Qognify Buyout/LBO (Add-on) February 2019
MINDBODY, Inc. Buyout/LBO February 2019
HaystackID Buyout/LBO February 2019
ATTOM Data Solutions Buyout/LBO February 2019
National Credit Center PE Growth/Expansion January 2019
Most recent closed fund
Monroe Capital Private Credit Fund III
Type: Direct Lending
Size: $1.33B
Vintage: 2018
All debt financings by industry in 2018 (# of deals)
23.6%
18.1%
15.3%
13.9%
12.5%
5.6%
5.6%
2.8%
2.8%
Services: Business
General
High Tech Industries
Healthcare & Pharmaceuticals
Services: Consumer
Banking, Finance & Insurance
Chemicals, Plastics & Rubber
Consumer Goods: Durable
Media
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's primary business is to invest in middle-market private equity companies based primarily in North America. The firm has a targeted, sector-driven strategy with operational focus.
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 8 22
Recently closed investments
Name Deal type Closed date
HFM Packaging Buyout/LBO (Add-on) Feb-2019
Clarity Software Solutions Buyout/LBO (Platform) Jan-2019
Temkin International Buyout/LBO (Add-on) Nov-2018
Comar Buyout/LBO (Platform) Jun-2018
MannaPro Buyout/LBO (Platform) Dec-2017
Most recent closed fund
North Haven Capital Partners VI
Type: Buyout (Majority)
Size: $1.4B
Vintage: 2016
Target Size: $8-50M EBITDA
Target sub-sectors
Business Services
Facility Services
IT Services
Training / Continuing Education
Human Capital Management
Consumer
Wellness
Food & Beverage / Restaurants
Pet
Early Education
Industrials
Packaging
Industrial Technology
Industrial and Environmental Services
Specialty Materials/Chemicals
Healthcare
Medical Education & Communication
Healthcare IT
Payor and Provider Outsourcing
Provider Consolidation
Fertility and Genetic Services
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
Northcreek Mezzanine Investor type: Mezzanine | Year founded: 2010
Northcreek Mezzanine is an investment firm that provides structured mezzanine and equity to middle-market companies. The firm is a licensed Small Business Investment Company ("SBIC") and makes investments for both sponsored and non-sponsored transactions. Transaction types include recapitalizations, acquisitions, buyouts and growth financings. Founded in 2010 and based in Cincinnati, Ohio.
Contact
312 Walnut Street
Suite 2310
Cincinnati, OH 45202
United States
+1 (513) 985-6601
Primary contact
Barry Peterson [email protected]
General statistics
Assets under management
Active private equity investments
Total private equity investments
Target revenue
Target EBITDA
Preferred Investment amount
$249M 30 49 $5M-$200M $1M $1M-$12M
Recently closed investments
Name Deal type Deal date
KW Flooring Buyout/LBO Jan-18
Plastics Co Buyout/LBO Mar-18
Outdoor Dimensions Buyout/LBO Aug-18
PUI Audio Buyout/LBO Sep-18
Reliable Medical Supply Buyout/LBO Nov-18
Andover Buyout/LBO Dec-18
Syneo Buyout/LBO Jan-19
Endeavor Business Media Buyout/LBO Feb-19
Most recent closed fund
Northcreek Mezzanine Fund II
Type: Mezzanine
Size: $177M
Vintage: 2014
All investments by industry
60.6%12.1%
3.0%6.1%
9.1%9.1%
Business Products and Services (B2B)
Consumer Products and Services (B2C)
Financial Services
Healthcare
Information Technology
Materials and Resources
75
NTA-Riverbend Service provider type: Investment Bank
NTA-Riverbend is a financing advisory firm headquartered in Dallas, Texas. The firm provides services in the areas of transactions related to mergers and acquisitions, corporate finance, debt raisings, equity raisings, restructuring, machinery and equipment appraisal and business valuation. NTA-Riverbend is positioned to be the trusted advisor to the middle-market business owners, as they transition through the various stages of the business lifecycle.
Contact
12400 Coit Road
Suite 900
Dallas, TX 75252
United States
+1 (972) 235-6287
Primary contact
Lindsey Wendler Managing Director [email protected]
76
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Odyssey Investment Partners Investor type: PE/Buyout | Year founded: 1997
Odyssey Investment Partners is a middle-market private equity firm that was founded in 1997 and has offices in New York and Los Angeles. The firm seeks to invest in the aerospace, equipment rental, energy services, industrial services, healthcare, insurance, automated equipment and components, and packaging sectors.
Contact
21650 Oxnard Street, Suite 1650
Woodland Hills, CA 91367
Primary contact
William Bishop Principal [email protected]
(818) 737-1111
General statistics
Assets under management
Active private equity investments
Total private equity investments
Target revenue
Target EBITDA
Preferred Investment amount
$3B 11 174 $100M-$1B+ $20M-$100M+
$50M-$250M+
Recently closed investments
Name Deal type Deal date
Barcodes Buyout December 2018
Aramsco Buyout August 2018
TrialCard Buyout November 2017
CPI International Buyout July 2017
Addison Group Buyout December 2016
Most recent closed fund
Odyssey Investment Partners Fund V
Type: Buyout
Size: $2B
Vintage: 2014
Current portfolio companies
OFS Capital Investor type: Business Development Company | Year founded: 1994
OFS Capital Corporation (NASDAQ: OFS) is a business development company that provides debt and minority equity capital solutions to middle-market companies. The firm offers flexible financing to business owners and proven management teams, helping them achieve targeted growth, liquidity and ownership transition goals.
Contact
10 South Wacker Drive
Suite 2500
Chicago, IL 60606
United States
+1 (847) 734-2000
Primary contact
Mark Hauser Senior Managing Director [email protected]
+1 (646) 652-8483
General statistics
Assets under management
Active private equity investments
Total private equity investments
Target revenue
Target EBITDA
Preferred Investment amount
$2.2B 19 32 $10M $3M $5M-$30M
Recently closed investments
Name Deal type Deal date
Atlanta Center for Medical Research Buyout/LBO (Add-on) Nov-2018
Nanovis Later Stage VC Aug-2018
JBR Clinical Research Buyout/LBO Aug-2018
Eventus Wholehealth Buyout/LBO Aug-2018
Beco (mobile workplace analytics platform) Buyout/LBO (Add-on) May-2018
All investments by industry
31.0%24.1%
3.4%6.9%
17.2%17.2%
Business Products and Services (B2B)
Consumer Products and Services (B2C)
Energy
Financial Services
Healthcare
Information Technology
79
Patriot Capital Investor type: Mezzanine | Year founded: 2001
Patriot Capital is an investment firm which provides growth capital for middle market firms seeking to finance business expansion, acquisitions, management buyouts and recapitalizations. It seeks to invest in the business and consumer services, consumer products, niche manufacturing, distribution, education, e-commerce, application software, transportation and telecom services sectors. The firm was founded in 2001 and is based in Baltimore, Maryland.
Contact
509 South Exeter Street
Suite 210
Baltimore, MD 21202
United States
+1 (443) 573-3010
Primary contact
Patrick Hamner Managing Director - Southwest [email protected]
+1 (214) 679-5034
General statistics
Assets under management
Active private equity investments
Total private equity investments
Target revenue
Preferred Investment amount
$493M 40 136 $20M-$200M $3M-$20M
Recently closed investments
Name Deal type Deal date
J.L. Haley Enterprises Buyout/LBO (Add-on) Jan-2019
Orion Talent Buyout/LBO (Secondary)
Nov-2018
Smith Transportation Services Buyout/LBO (MBO) Sep-2018
McCubbin Hosiery Mezzanine Sep-2018
EastPoint Sports Buyout/LBO Sep-2018
Most recent closed fund
Patriot Capital III
Type: PE Growth-Expansion
Size: $250M
Vintage: 2013
All investments by industry
59.4%15.6%
4.7%3.1%
4.7%9.4%
3.1%
Business Products and Services (B2B)
Consumer Products and Services (B2C)
Energy
Financial Services
Healthcare
Information Technology
Materials and Resources
80
Peak Rock Capital Investor type: PE/Buyout
Peak Rock Capital is a private equity firm that makes equity and debt investments in the middle market companies located in North America and Europe. The firm prefers to invest in the business and commercial services, consumer, distribution and logistics, energy and related services, healthcare, industrial, manufacturing, media and metals sectors. It is headquartered in Austin, Texas.
Contact
13413 Galleria Circle
Suite Q-300
Austin, TX 78738
United States
+1 (512) 765-6520
Primary contact
Garret Iden Senior Vice President, Business Development [email protected]
+1 (512) 765-6515
General statistics
Assets under management
Active private equity investments
Total private equity investments
Target revenue
Preferred Investment amount
$2.2B 12 29 $50M-$1B $1M-$300M
Recently closed investments
Name Deal type Deal date
Southern Plastics Company Buyout/LBO (Add-on) Nov-2018
Pretzels Buyout/LBO Oct-2018
Louisiana Fish Fry Buyout/LBO Oct-2018
TNT Crust Buyout/LBO Sep-2018
Inter Valley Pool Supply Buyout/LBO (Add-on) Mar-2018
Most recent closed fund
Peak Rock Capital Fund II
Type: Buyout
Size: $1.3B
Vintage: 2018
All investments by industry
38.9%38.9%
5.6%16.7%
Business Products and Services (B2B)
Consumer Products and Services (B2C)
Information Technology
Materials and Resources
81
Pinecrest Capital Partners Service provider type: Financing Advisory | Year founded: 2014
Pinecrest Capital Partners is a boutique advisory firm specializing in the middle market. Advisory services include Mergers and Acquisitions, Private Capital Sourcing, Project Finance, and Strategic Planning.
Contact
13155 Noel Road
Suite 2400
Dallas, TX 75240
United States
+1 (972) 404-1800
Primary contact
Barrett Kingsriter Senior Managing Director [email protected]
+1 (972) 503-5852
General statistics
Total transactions (last 5 years)
Total companies serviced (last 5 years)
Target EBITDA
3 3 $5M
Recently closed transactions
Investor/company serviced Service Deal type Deal date Deal location
Mobius Medical Systems Advisor: General Merger/Acquisition Feb-2018 Bellaire, TX
Central Texas Veterinary Specialty Hospital
Advisor: General PE Growth/Expansion Nov-2017 Austin, TX
LCR Contractors Advisor: General Buyout/LBO Jan-2016 Dallas, TX
All transactions by industry
25.0%50.0%
25.0%
Business Products and Services (B2B)
Healthcare
Information Technology
82
PNC Mezzanine Capital Investor type: Mezzanine & Equity | Year founded: 1989
PNC Mezzanine Capital is a direct investment arm of the PNC Financial Services Group that provides flexible combinations of junior capital to support acquisitions, organic growth, recapitalizations and leveraged buyouts. The firm invests in companies based in the United States and Canada with a preference towards distribution, manufacturing, business services, and multi-location retail sectors. The firm was founded in 1989 and is based in Pittsburgh, Pennsylvania.
Contact
Two PNC Plaza, 620 Liberty Avenue
22nd Floor
Pittsburgh, PA 15222
United States
+1 (412) 762-7172
Primary contact
Brian R. Dandrea Vice President [email protected]
+1 (412) 762-7172
General statistics
Assets under management
Active private equity investments
Total private equity investments
Target revenue
Target EBITDA
Preferred Investment amount
$600M+ 29 166 $20M $4M $10M-$50M
Recently closed investments
Name Deal type Deal date
SemiTorr Group Buyout/LBO Dec-2018
Undisclosed Investment Buyout/LBO Nov-2018
Magnum Magnetics Dividend Recap Nov-2018
Buffalo Games Buyout/LBO (MBO) Aug-2018
ARS Restoration Specialists Buyout/LBO (Add-on) Jul-2018
Most recent closed fund*
PNC Mezzanine Capital IV
Type: Mezzanine
Size: $500M
*Now solely funded thru PNC’s Balance Sheet
All investments by industry
58.5%17.1%
1.2%2.4%
4.9%15.9%
Business Products and Services (B2B)
Consumer Products and Services (B2C)
Financial Services
Healthcare
Information Technology
Materials and Resources
83
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
Pittsburgh, PA 15222
United States
Primary contact
Andrew Wiechkoske Managing Director [email protected]
+1 (412) 762-9818
General statistics
Assets under management
Active private equity investments
Total private equity investments
Target revenue
Target EBITDA
Preferred Investment amount
$600M 11 21 $10M-$500M $3M-$30M $15M-$75M
Recently closed investments
Name Deal type Deal date
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
Global Claims Services Buyout/LBO (Secondary) Sep-2017
All investments by industry
54.8%29.0%
3.2%3.2%
6.5%3.2%
Business Products and Services (B2B)
Consumer Products and Services (B2C)
Financial Services
Healthcare
Information Technology
Materials and Resources
84
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PRC Resources “Redefining the Standard” Service provider type: Management Consulting Firm | Year founded: 2017
PRC Resources is a program development and
performance consulting firm with a mission to help
professionals and organizations reach their maximum
potential. We aim to optimize your organization’s
People, Processes, and Systems, by concentrating on
key areas of Human Performance Engineering,
Organizational Architecture, Team Building, Talent
Management, Project Management, Corporate
Recruiting, Training and Development, Infrastructure
Optimization and Culture Development. We also
support our clients with outsourced back office
solutions such as accounting, tax planning and
compliance, HR, marketing and graphic design services.
Contact
Houston, TX
United States
832.278.9133
Primary contact
Amy Beck
CEO, Strategy & Performance
Consultant
Prophet Equity Investor type: PE/Buyout | Year founded: 2007
Prophet Equity is a private equity firm that makes control equity investments in strategically viable, asset intensive, underperforming companies operating in the automotive and transportation, business, consumer service, consumer product, aerospace, distribution, financial service, healthcare, manufacturing, natural resource, energy and defense sectors. It is open to a variety of deals, including corporate carve-out, recapitalization, reorganization, turnaround and acquisition. It was founded in 2007 and is based in Southlake, Texas.
Contact
1460 Main Street
Suite 200
Southlake, TX 76092
United States
+1 (817) 898-1500
Primary contact
Charles Collie Managing Director [email protected]
+1 (817) 380-3795
General statistics
Assets under management
Active private equity investments
Total private equity investments
Target revenue
Preferred Investment amount
$620M 13 30 $20M-$500M $5M-$50M
Recently closed investments
Name Deal type Deal date
Folcomer Equipment Buyout/LBO (Add-on) Sep-2017
Derby Fabricating Solutions Buyout/LBO (Secondary)
Mar-2017
Staircrafter's Supply Buyout/LBO (Add-on) Jun-2016
Northeast Plastic Supply Buyout/LBO (Add-on) May-2016
Groff Tractor & Equipment Buyout/LBO (MBO) Apr-2016
Most recent closed fund
Prophet Equity II
Type: Buyout
Size: $345M
All investments by industry
70.6%11.8%
5.9%5.9%5.9%
Business Products and Services (B2B)
Consumer Products and Services (B2C)
Energy
Healthcare
Materials and Resources
86
Prospect Partners Investor type: PE/Buyout | Year founded: 1998
Prospect Partners is a private equity firm that invests in smaller, lower-middle-market companies. The firm seeks to invest in leading firms focused in niche consumer, commercial, manufacturing, distribution and specialty business and consumer services. It is based in Chicago, Illinois, and was founded in 1998.
Contact
200 West Madison Street
Suite 2710
Chicago, IL 60606
United States
+1 (312) 782-7400
Primary contact
Richard C.Tuttle Founding Principal [email protected]
+1 (312) 782-7400
General statistics
Assets under management
Active private equity investments
Total private equity investments
Target revenue
Target EBITDA
Preferred Investment amount
$470M 15 150+ $10M-$75M $2M-$8M $2M-$30M
Recently closed investments
Name Deal type Deal date
Legacy Equipment Company Buyout/LBO (Add-on) Oct-2018
Animal Medical Center Buyout/LBO (Add-on) Aug-2018
Challenger Pools Buyout/LBO (Add-on) Feb-2018
Animal Hospital of Wilkes Buyout/LBO (Add-on) Feb-2018
Minuteman Security Technologies PE Growth/Expansion Dec-2017
Bland Landscaping Buyout/LBO (MBO) Dec-2017
QMI Security Solutions Buyout/LBO (MBO) Jun-2017
Most recent closed fund
Prospect Partners III
Type: Buyout
Size: $200M
Vintage: 2010
All investments by industry
54.8%17.7%
3.2%16.1%
6.5%1.6%
Business Products and Services (B2B)
Consumer Products and Services (B2C)
Energy
Healthcare
Information Technology
Materials and Resources
87
Prudential Capital Group Investor type: Mezzanine | Year founded: 2000
Prudential Capital Partners is the middle-market mezzanine and structured equity fund business managed by Prudential Capital Group. Prudential Capital Group 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**. For more information, please visit prudentialcapitalgroup.com.
Contact
2200 Ross Ave.
Suites 4100E
Dallas, TX 75201
United States
+1 (214) 720-6200
Primary contact
Brooke Ansel Director [email protected]
+1 (214) 720-6278
General statistics
Assets under management
Active private equity investments
Total private equity investments
Target revenue
Target EBITDA
Preferred Investment amount
$83.4B 57 188 $50M-$500M $8M-$75M $15M-$150M
Recently closed investments
Name Deal type Deal date
Hostway / HOSTING Merger Dec-2018
Aurora Lighting Group Refinancing Dec-2018
Pizza Hut (UK) Limited Management Buyout Apr-2018
Aurora Solutions, LLC Refinancing Apr-2018
Nelson Worldwide Holdings, Inc. Acquisitions Jan-2018
Most recent closed fund
Prudential Capital Partners V
Type: Mezzanine
Size: $1.825B
Vintage: 2016
All investments by industry
39.6%38.1%
9.4%5.9%
4.0%2.0%
1.0%
Manufacturing
Services
Distribution
Energy
Retail
Communications
Other
88
Renovo Capital Investor type: PE/Buyout | Year founded: 2009
Renovo Capital is a Dallas, TX-based private equity investment firm that invests in lower middle market specialty manufacturing and business services companies. Since its founding, Renovo has raised over $400 million in committed capital and completed over 20 transactions. The firm targets investments in complex situations, seeking to build strategically valuable business platforms.
Contact
14241 Dallas Parkway
Suite 610
Dallas, TX 75254
United States
+1 (214) 699-4960
Primary contact
David Hull Managing Partner [email protected]
+1 (214) 699-4969
General statistics
Assets under management
Active private equity investments
Total private equity investments
Target revenue
Preferred Investment amount
$500M 7 20 $20M-$200M $10M-$50M
Recently closed investments
Name Deal type Deal date
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
Global HR Research Buyout/LBO Apr-2017
Most recent closed fund
Renovo Capital Fund III
Type: Buyout
Size: $225M
Vintage: 2019
All investments by industry
100.0%0.0%0.0%0.0%0.0%
Business Products and Services (B2B)
Consumer Products and Services (B2C)
Energy
Financial Services
Information Technology
89
Rock Hill Capital Investor type: PE/Buyout | Year founded: 2007
Rock Hill Capital is a private equity firm that invests in small-to-lower middle market companies located in the South and Southeast United States. The firm focuses on investing in the industrial products and service businesses including energy services, midstream and downstream services, waste services and infrastructure services sectors. It was founded in 2007 and is based in Houston, Texas.
Contact
3737 Buffalo Speedway
Suite 1800
Houston, TX 77098
United States
+1 (713) 715-7510
Primary contact
Grant Jungeblut Vice President of Business Development [email protected]
+1 (713) 715-7509
General statistics
Assets under management Active private equity investments Total private equity investments Target EBITDA
$240M 12 26 $4M-$15M
Recently closed investments
Name Deal type Deal date
kV Power PE Growth/Expansion Dec-2018
Midcon Compression Buyout/LBO (Add-on) Oct-2018
TMCo Buyout/LBO Oct-2018
LQC Pipe and Supply Buyout/LBO Jul-2018
MDH Services Buyout/LBO (Add-on) May-2018
Most recent closed fund
Rock Hill Capital III
Type: Buyout
Size: $151M
Vintage: 2016
All investments by industry
44.4%
27.8%
16.7%
11.1%
Industrial Products & Servics
Energy Products & Services
Infrastructure Products & Services
Waste Products & Services
90
Rockwood Equity Partners Investor type: PE/Buyout | Year founded: 1999
Rockwood Equity Partners is a private investment firm focused on the lower middle market. It invests in manufacturing, value-added distribution and industrial service businesses headquartered in North America. It has deep expertise serving specialized industrial businesses, as well as businesses in regulated industries, including aerospace and defense, healthcare, and process control. It prefers to make control investments in privately-owned businesses or corporate divestitures and will consider partnership positions.
Contact
3201 Enterprise Parkway
Suite 370
Cleveland, OH 44122
United States
+1 (216) 278-7070
Primary contact
Kate Faust Partner, Business Development [email protected]
+1 (216) 278-7070
General statistics
Assets under management
Active private equity investments
Total private equity investments
Target revenue
Target EBITDA
$150M 6 36 $10M-$75M $2M-$7M
Recently closed investments
Name Deal type Deal date
Syneo (Florida) Buyout/LBO (MBO) Feb-2019
Standard Bent Glass Buyout/LBO (Add-on) Jan-2019
Lifeway Mobility Buyout/LBO Aug-2018
Extended Home Living Services Buyout/LBO (Add-on) Aug-2018
Ibis Tek Buyout/LBO (MBI) Jan-2017
Most recent closed fund
Rockwood Equity Partnership Fund
Type: Buyout
Size: $50M
Vintage: 2008
All investments by industry
42.9%7.1%
35.7%14.3%
Business Products and Services (B2B)
Consumer Products and Services (B2C)
Healthcare
Information Technology
91
Route 2 Capital Partners Investor type: Mezzanine | Year founded: 2017
Route 2 Capital Partners is a private investment firm providing flexible mezzanine and equity capital solutions to lower middle market firms primarily in the southern United States. The firm has offices in Charleston, South Carolina and Greenville, South Carolina.
Contact
200 Meeting Street
Suite 403
Charleston, SC 29401
United States
+1 (854) 529-9550
Primary contact
Spalding White Jr. Managing Partner [email protected]
+1 (470) 632-1554
Secondary contact
Scott Kester Managing Partner
+1 (864) 640-1525
General statistics
Assets under management Active private equity investments Target EBITDA Preferred Investment amount
$200M 3 $2M $3M-$15M
Recently closed investments
Name Deal type Deal date
Industrial Services Business Buyout/LBO Dec-2018
Barton Watch Bands Buyout/LBO Nov-2018
Convert IT Marketing Buyout/LBO Aug-2018
All investments by industry
33.3%33.3%33.3%
Business Products and Services (B2B)Consumer Products and Services (B2C)
Industrial Services (B2B)
92
Salem Investment Partners Investor type: Mezzanine | Year founded: 1999
Salem Investment Partners is an investment firm that specializes in debt and equity investments in privately-held, middle market businesses. The firm focuses its efforts on companies across the Southeast,Mid-Atlantic and upper Mid-West regions. It seeks to invest in the business service, light manufacturing, healthcare service, consumer product, wholesale distribution, recurring and revenue business model sectors. It was founded in 1999.
Contact
7900 Triad Center Drive
Suite 333
Greensboro, NC 27409
United States
+1 (336) 245-4747
Primary contact
Will Johnson Vice President [email protected]
+1 (336) 245-4490
General statistics
Assets under management
Active private equity investments
Total private equity investments
Target revenue
Target EBITDA
Preferred Investment amount
$280M 38 130 $10M-$50M $1M-$6M $2M-$12M
Recently closed investments
Name Deal type Deal date
Spaulding Clinical Mezzanine) Dec-2018
Connectivity Wireless Mezzanine Aug-2018
Edge Technologies Mezzanine Jun-2018
US Tarp Mezzanine May-2018
Insight 2 Design Mezzanine Feb-2018
Most recent closed fund
Salem Investment Partners IV
Type: Mezzanine
Size: $165M
Vintage: 2015
All investments by industry
45.031.9
0.0%0.0%
9.1%12.8%
1.3%
Business Products and Services (B2B)
Consumer Products and Services (B2C)
Energy
Financial Services
Healthcare
Technology
Materials and Resources
93
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
Tim Nelson Partner [email protected]
+1 (914) 741-9095
General statistics
Assets under management
Active private equity investments
Total private equity investments
Target revenue
Target EBITDA
Preferred Investment amount
$616M 8 46 $25M-$200M $5M-$25M $15M-$75M
Recently closed investments
Name Deal type Deal date
J&D Refrigeration Service Buyout/LBO (Add-on) Oct-2018
MeTEOR Education Buyout/LBO (MBO) Jan-2018
Climate Pros Buyout/LBO (MBO) Jan-2018
Most recent closed fund
Saw Mill Capital Partners II
Type: Buyout
Size: $340M
Vintage: 2016
All investments by industry
52.9%17.6%
5.9%5.9%
17.6%
Business Products and Services (B2B)
Consumer Products and Services (B2C)
Energy
Financial Services
Materials and Resources
94
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 Principal [email protected]
+1 (847) 332-0428
General statistics
Assets under management
Active private equity investments
Total private equity investments
Target revenue
Target EBITDA
Preferred Investment amount
$594M 15 94 $15M-$150M $4M-$25M $10M-$40M
Recently closed investments
Name Deal type Deal date
Keystone Partners Buyout/LBO (MBO) Dec-2018
North American Roofing Buyout/LBO (MBO) Nov-2018
Integrated Oncology Network PE Growth/Expansion Oct-2018
Most recent closed fund
Silver Oak Service Partners III
Type: Buyout
Size: $335M
Vintage: 2016
All investments by industry
66.3%
6.4%
27.4%
Business Services
Consumer Services
Healthcare Services
95
Simmons & Company International Investor type: Investment Bank | Year founded: 1974
Simmons & Company International is an investment banking firm based in Houston, Texas. The firm focuses on providing various services such as mergers and acquisitions advisory, public equity and debt offerings, fairness opinions, restructurings, bankruptcies and capital raising advisory to the energy sector.
Contact
700 Louisiana
Suite 1900
Houston, TX 77002
United States
+1 (713) 236-9999
Primary contact
Frederick Charlton Chairman, Managing Director & Co-Head of Energy Investment Banking [email protected]
+1 (713) 546-7311
General statistics
Assets under management Active private equity investments Total private equity investments
$140M 7 25
Recently closed investments
Name Deal type Deal date
Glacier Whiteley Read Buyout/LBO (Add-on) Nov-2018
Hydratron Buyout/LBO (Add-on) Jun-2018
Step Change Engineering PE Growth/Expansion Feb-2018
Flexlife Buyout/LBO (Secondary)
Oct-2017
Sabre Safety Buyout/LBO (Add-on) Feb-2017
Most recent closed fund
Simmons Private Equity Fund II
Type: Buyout
Size: $169M
All investments by industry
60.0%35.0%
5.0%
Business Products and Services (B2B)
Energy
Information Technology
96
Sole Source Capital Investor type: PE/Buyout | Year founded: 2016
Sole Source Capital is an operationally-focused lower-middle market investment firm that targets controlling interests in manufacturing, distribution, and industrial service companies. Sole Source Capital was founded in 2016 and is based in Santa Monica, California.
Contact
1299 Ocean Avenue
Suite 410
Santa Monica, CA 90401
United States
+1 (310) 844-1800
Primary contact
David Fredston Founder & Managing Partner [email protected]
+1 (310) 844-1800
General statistics
Assets under management
Active private equity investments
Total private equity investments
Target EBITDA
Preferred Investment amount
$173M 4 4 $5M-$30M $10M-$100M
Recently closed investments
Name Deal type Deal date
Individual FoodService Buyout/LBO Nov-2018
Trade Supplies Buyout/LBO (Add-on) Jun-2018
Premier Flow Control Buyout/LBO Feb-2018
Cantium (Chevron carve-out) Buyout/LBO Jul-2017
Most recent closed fund
SSC Partners I
Type: Buyout
Size: $160M
Vintage: 2018
All investments by industry
42.9%28.6%28.6%
Business Products and Services (B2B)
Consumer Products and Services (B2C)
Energy
97
SSG Capital Advisors Service provider type: Investment Bank | Year founded: 2001
SSG Capital Advisors is an investment banking firm dedicated to represent middle market clients in restructuring and special situations, both in and out of bankruptcy proceedings. The firm provides its clients on mergers and acquisitions, capital raisings, financial restructurings and valuations. SSG caters to commercial banks, commercial finance companies, Wall Street brokerage houses, hedge funds, business development companies, insurance companies, mezzanine and equity funds and sale-leaseback investors. The firm was founded in 2001 and is based in West Conshohocken, Pennsylvania.
Contact
Five Tower Bridge, Suite 420
300 Barr Harbor Drive
West Conshohocken, PA 19428
United States
+1 (610) 940-1094
Primary contact
Matthew Karlson Founding Partner & Managing Director [email protected]
+1 (610) 940-5804
General statistics
Total transactions (last 5 years)
Total companies serviced (last 5 years)
Total investors serviced (last 5 years)
Target EBITDA
Target transaction amount
78 121 14 $10M-$25M $5M
Recently closed transactions
Investor/company serviced Service Deal type Deal date Deal location
Amerisource Industrial Supply Advisor: General Buyout/LBO Nov-2018 Harvey, IL
FIKA Advisor: General Merger/Acquisition Nov-2018 New York, NY
FDF Energy Services Advisor: General Bankruptcy: Admin/Reorg
Sep-2018 Crowley, LA
A'GACI Advisor: General Debt - General Aug-2018 San Antonio, TX
A'GACI Legal Advisor Debt - General Aug-2018 San Antonio, TX
All transactions by industry
35.0%30.0%
6.3%2.5%
10.0%7.5%
8.8%
Business Products and Services (B2B)
Consumer Products and Services (B2C)
Energy
Financial Services
Healthcare
Information Technology
Materials and Resources
98
Statesman Business Advisors Service provider type: Investment Bank | Year founded: 1995
Statesman Business Advisors is an investment banking and financial advisory firm dedicated to serving the needs of privately held companies and financial institutions operating in the middle-market. For companies, the firm specializes in facilitating mergers and acquisitions, private placements of the senior, mezzanine, and equity capital, business valuations, restructurings, and strategic advice. For lenders, Statesman provides full-service government guaranteed loan packaging, field examinations of asset-based credit facilities. The firm was founded in 1995 and has offices in Houston and Austin, Texas.
Contact
1900 West Loop South
Suite 850
Houston, TX 77027
United States
+1 (713) 595-1340
Primary contact
William Jaco Co-Founder, President & Principal [email protected]
+1 (713) 595-1342
General statistics
Total transactions (last 5 years)
Total companies serviced (last 5 years)
Total investors serviced (last 5 years)
51 2,100 10
Recently closed transactions
Investor/company serviced Service Deal type Deal date Deal location
Technical Response Planning Corp. Advisor: General Merger/Acquisition Feb-2019 Houston, TX
Cincinnati Sub-Zero Advisor: General Merger/Acquisition Feb-2019 Cincinnati, OH
General Technologies Advisor: General Merger/Acquisition Dec-2018 Seagoville, TX
Corporacion POK Advisor: General Merger/Acquisition Nov-2018 Santa Anita, Mexico
DTK Advisor: General Corporate Feb-2018 Houston, TX
TRCG Advisors Advisor: General Buyout/LBO Jan-2018 Houston, TX
All transactions by industry
50.0%15.8%
18.4%2.6%
5.3%5.3%
2.6%
Business Products and Services…
Consumer Products and Services…
Energy
Financial Services
Healthcare
Information Technology
Materials and Resources
99
Stephens Service provider type: Investment Bank | Year founded: 1933
Founded in 1933, Stephens is a privately-held independent financial services firm based in Little Rock, Arkansas. The firm offers services in the areas of investment banking, insurance, capital management, institutional equities, research, private equity, fixed income, sales and trading, public finance and wealth management. Stephens caters to the aerospace and defense, consumer, energy, industrial, financial services, healthcare, life sciences, power and industrial technology, technology, telecommunications and media sectors.
Contact
111 Center Street
Little Rock, AR 72201
United States
+1 (501) 377-2000
Primary contact
Robert PiersonJr. Investment Banking Associate [email protected]
+1 (404) 461-5113
General statistics
Total transactions (last 5 years)
Total companies serviced (last 5 years)
Total investors serviced (last 5 years)
356 303 92
Recently closed transactions
Investor/company serviced Service Deal type Deal date Deal location
Priority Power Advisor: General Corporate Feb-2019 Midland, TX
Easypay Finance Advisor: General Debt - General Feb-2019 Carlsbad, CA
Northwest Indiana Bancorp Advisor: General Merger/Acquisition Jan-2019 Midlothian, IL
Contran Corporation Advisor: General Merger/Acquisition Jan-2019 Dallas, TX
Veritex Community Bank Advisor: General Merger/Acquisition Jan-2019 Houston, TX
All transactions by industry
23.8%14.9%
11.6%30.4%
6.3%10.9%
2.3%
Business Products and Services (B2B)
Consumer Products and Services (B2C)
Energy
Financial Services
Healthcare
Information Technology
Materials and Resources
100
Stonehenge Partners Investor type: Private Equity | Year founded: 1999
Stonehenge Partners is an Ohio based private equity fund that focuses exclusively on lower middle market companies. We have over $1 billion in committed funds and are currently investing out of Fund V. We have a long history of partnering with entrepreneurs and management teams who are focused on improving their company and building equity value. We provide flexible equity capital that meets the needs of all stakeholders including both majority and minority recapitalizations, growth investments and buyouts investments.
Contact
191 West Nationwide Boulevard
Suite 600
Columbus, OH 43215
United States
+1 (614) 246-2500
Primary contact
Michael Arguelles Managing Director [email protected]
+1 (614) 246-2490
General statistics
Assets under management
Active private equity investments
Total private equity investments
Target revenue
Target EBITDA
Preferred Investment amount
$1B 23 182 $10M-$100M $2M-$25M $5M-$35M
Recently closed investments
Name Deal type Deal date
EMX Industries Buyout/LBO (MBI) Oct-2018
Atlantic Beverage Company Buyout/LBO (MBO) Aug-2018
Movin' on Mobility Buyout/LBO (Add-on) May-2018
Nordock Buyout/LBO (Add-on) May-2018
Queen City Hospice Buyout/LBO Mar-2018
Most recent closed fund
Stonehenge Opportunity Fund IV
Type: Buyout
Size: $280M
All investments by industry
45.3%15.1%
1.9%30.2%
1.9%5.7%
Business Products and Services (B2B)
Consumer Products and Services (B2C)
Financial Services
Healthcare
Information Technology
Materials and Resources
101
Tecum Capital Investor type: PE/Buyout/Mezzanine | Year founded: 2005
Tecum Capital is a private investment firm which specializes in mezzanine debt investments, private equity, subordinated notes, management buyouts, recapitalizations, generational transitions, mergers and acquisitions and growth capital investments. The firm seeks to invest in companies based in the United States operating in the commercial services, healthcare services, niche manufacturing, distribution and food products. It was founded in 2005 and is based in Wexford, Pennsylvania.
Contact
8000 Brooktree Road
Suite 310
Wexford, PA 15090
United States
+1 (724) 602-4399
Primary contact
Matt Harnett Partner [email protected]
+1 (724) 602-4388
General statistics
Assets under management Target revenue Target EBITDA Preferred Investment amount
$500M $8M-$100M $2M-$15M $5M-$18M
Recently closed investments
Name Deal type Deal date
Oberg Industries LBO - Control Dec-2018
Converged Security Solutions LBO Sept-2018
Tidewater Equipment Company LBO – Control Sept-2018
BICO Steel LBO Aug-2018
FSC Lighting LBO Aug-2018
Bandon Holdings – Anytime Fitness LBO May-2018
Connecticut Electric LBO Mar-2018
Most recent closed fund
Tecum Capital Partners II
Type: Mezzanine
Size: $265M
Tecum Equity Partners III
Type: Equity Control
Size: $150M
All Investments by Industry
13.5%18.9%
13.5%8.0%
13.5%30.0%
3.0%
Building Products
Business Services
Consumer-Oriented
Healthcare
Industrial Services
Precision Manufacturing
Transportation and Logistics
102
The CapStreet Group Investor type: PE/Buyout | Year founded: 1990
The CapStreet Group is a private equity firm that invests in the industrial and business service sectors. The firm was founded in 1990 and is headquartered in Houston, Texas.
Contact
1001 Louisiana
Suite 3200
Houston, TX 77002
United States
+1 (713) 332-2700
Primary contact
Michelle Lewis Principal & Member, Investment Committee [email protected]
+1 (713) 332-2748
General statistics
Assets under management Active private equity investments Target EBITDA
$541M 12 $3M-$20M
Recently closed investments
Name Deal type Deal date
Incentive Solutions Buyout/LBO July-2018
Acolyte Group Buyout/LBO (Add-on) May-2018
CRS Solutions (Houston) Buyout/LBO Feb-2018
American Packing & Gasket Buyout/LBO Mar-2018
Foothill Engineering and Dewatering Buyout/LBO (Add-on) Feb-2018
Most recent closed fund
CapStreet IV
Type: Buyout
Size: $340M
Vintage: 2015
All investments by industry
The CapStreet Group does not disclose historical investments by industry data; however it anticipates investing approximately 50% in industrial distribution/ services and 50% in diversified outsourced business services.
103
The Sterling Group Credit Fund Investor type: Private Debt | Year founded: 2018
The Sterling Group Credit Fund invests primarily in junior debt by partnering with private equity sponsors and others to help finance and grow middle market businesses. The fund seeks investments in a broad range of industries, including but not limited to consumer, food, distribution, and industrials.
Contact
3811 Turtle Creek Blvd.
Suite 250
Dallas, TX 75219
United States
+1 (214) 432-0445
Primary contact
Sean Davenport Partner
+1 (214) 432-0445
General statistics
Assets under management
Active private debt investments
Total private equity investments
Target EBITDA
Preferred Investment amount
$0.2B 5 5 $15M $10M-$30M
Recently closed investments
Name Deal type Deal date
Polychem Corporation Buyout/LBO Mar-2019
Artisan Design Group Buyout/LBO (Secondary)
Dec-2018
Tangent Technologies Buyout/LBO Nov-2018
Construction Supply Group Buyout/LBO (Add-on) May-2018
Systems Control Buyout/LBO Mar-2018
Most recent closed fund
Sterling Group Credit Fund, L.P.
Type: Junior Debt
Size: $0.2B
Vintage: 2018
104
Transition Capital Partners Investor type: PE/Buyout | Year founded: 1993
Transition Capital Partners (“TCP”) is a Dallas, TX based, family office funded, private investment firm. Founded in 1993, TCP has successfully invested in over 40 lower middle market companies spanning a diverse array of industries. TCP is focused on control buyouts of companies $2Mto $8M in EBITDA in healthcare services, software and technology-enabled services, business services and niche manufacturing and distribution.
Contact
1909 Woodall Rodgers
Suite 575 Freeway
Dallas, TX 75201
United States
+1 (214) 978-3812
Primary contact
Jason Faucett Managing Director [email protected]
+1 (214) 978-3812
General statistics
Active private equity investments Total private equity investments Target revenue
Target EBITDA
10 55 $10M to
$50M $2M-$8M
Recently closed investments
Name Deal type Deal date
Dynamic Health (Hospice DME Operations)
Buyout/LBO (Add-on) Oct-2018
TriCon Logistics Buyout/LBO (MBO) Sep-2018
Redrock Medical Buyout/LBO (Add-on) Sep-2018
Home Medical Professionals Buyout/LBO (Add-on) Nov-2017
Specialized Medical Services (Certain Assets)
Buyout/LBO Oct-2017
All investments by industry
25.0%40.0%
35.0%
Business Products and Services (B2B)
Healthcare
Information Technology
105
Tregaron Capital Investor type: PE/Buyout | Year founded: 2001
Tregaron Capital is a private equity firm that invests in small and medium size private companies in the western United States. The firm makes both mezzanine debt and equity investments, typically in amounts from $3 to $12 million. Tregaron works directly with business owners and management teams, through intermediaries and with other financial sponsors. The firm was founded in 2001 and is based in Palo Alto, California.
Contact
300 Hamilton Avenue
Suite 400
Palo Alto, CA 94301
United States
+1 (650) 403-2080
Primary contact
John Thornton Managing Director [email protected]
+1 (650) 403-2082
General statistics
Assets under management
Active private equity investments
Total private equity investments Target revenue Target EBITDA Preferred
Investment amount
$200M 10 70 $5M-$40M $1M-$5M $3M-$12M
Recently closed investments
Name Deal type Deal date
Retreatia Buyout/LBO Oct -2017
Carolina Beach Realty Buyout/LBO Nov-2017
Great Western Lodging Buyout/LBO Dec-2017
Village Realty Buyout/LBO Oct-2016
Reeves Extruded Products Mezzanine Apr-2017
Most recent closed fund
Tregaron Opportunity Fund II
Type: Buyout & Mezzanine
Size: $100M
Vintage: 2014
All investments by industry
40.0%
20.0%
20.0%
20.0%
Business Products and Services (B2B)
Manufacturing
Information Technology
Consumer Services
106
Trinity Hunt Partners Investor type: PE/Buyout | Year founded: 1993
Trinity Hunt Partners is a private equity firm that seeks to invest in the business services, industrial growth, non-cyclical consumer products and healthcare services sectors. The firm was founded in 1993 and is headquartered in Dallas, Texas.
Contact
2001 Ross Avenue
Suite 4250
Dallas, TX 75201
United States
+1 (214) 777-6600
Primary contact
Scott Colvert Partner & Fund's Investment Committee Member [email protected]
+1 (214) 777-6603
General statistics
Assets under management
Active private equity investments
Total private equity investments
Target revenue
Target EBITDA
Preferred Investment amount
$775M 10 55 $10M-$150M $5M-$25M $10M-$150M
Recently closed investments
Name Deal type Deal date
Innovative Architects Buyout/LBO (Add-on) Jan-2019
DiscoverReady Buyout/LBO (Add-on) Oct-2018
Veracity Research Buyout/LBO Aug-2018
Improving Holdings Buyout/LBO Jul-2018
Legal Monkeys (Automated Records Collection)
Buyout/LBO (Add-on) Mar-2018
Most recent closed fund
Trinity Hunt Partners V
Type: PE Growth-Expansion
Size: $350M
Vintage: 2018
All investments by industry
53.6%17.9%
3.6%3.6%
21.4%
Business Products and Services (B2B)
Consumer Products and Services (B2C)
Financial Services
Healthcare
Information Technology
107
TZP Group Investor type: PE/Buyout | Year founded: 2007
TZP Group is a private equity firm 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 with enterprise values up to $400 million. TZP seeks 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
Suite 4307
New York, NY 10036
United States
+1 (212) 398-0300
Primary contact
William H. Hunscher, Jr. Partner [email protected]
+1 (646) 362-0546
General statistics
Assets under management
Active private equity investments
Total private equity investments
Target EBITDA
Preferred Investment amount
$1.3B 25 42 $3M-$35M $10M-$100M
Recently closed investments
Name Deal type Deal date
Quest Events Buyout/LBO Jan-2019
Dynamic Communities PE Growth/Expansion Jul-2018
Dwellworks Buyout/LBO (Secondary) May-2018
Triangle Home Fashion PE Growth/Expansion Mar-2018
FreshAddress PE Growth/Expansion Mar-2018
Saatva PE Growth/Expansion Sep-2017
Most recent closed fund
TZP Capital Partners III
Type: PE Growth-Expansion
Size: $565M
Vintage: 2017
All investments by industry
44.4%35.6%
6.7%13.3%
Business Products and Services (B2B)
Consumer Products and Services (B2C)
Financial Services
Information Technology
108
Webster Capital Investor type: PE/Buyout | Year founded: 2003
Webster Capital is a private equity firm based in Waltham, Massachusetts. The firm seeks to invest in the branded consumer and healthcare services companies.
Contact
1000 Winter Street
Center Entrance
Waltham, MA 02451
United States
+1 (781) 419-1515
Primary contact
Daniel Schultz Vice President of Business Development [email protected]
+1 (781) 419-1511
General statistics
Assets under management
Active private equity investments
Total private equity investments
Target revenue
Target EBITDA
Preferred Investment amount
$1.8B 23 110 $20M-$200M $3M-$15M $20M-$60M
Recently closed investments
Name Deal type Deal date
Ambrosia Treatment Center Buyout/LBO (Add-on) Nov-2018
Brighton Home Health and Hospice (Utah operations)
Buyout/LBO (Add-on) Nov-2018
SpecialCare Hospital Management Corporation
Buyout/LBO (Add-on) Nov-2018
Atlanta Center for Medical Research Buyout/LBO (Add-on) Nov-2018
Sundance Catalog Buyout/LBO (Secondary)
Oct-2018
Most recent closed fund
Webster Capital IV
Type: Buyout
Size: $875M
Vintage: 2018
All investments by industry
13.4%20.9%
62.7%1.5%1.5%
Business Products and Services (B2B)
Consumer Products and Services (B2C)
Healthcare
Information Technology
Materials and Resources
109
WestView Capital Partners Investor type: PE/Buyout | Year founded: 2004
WestView Capital Partners is a private equity firm that focuses on investment in growth oriented 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
Greg Thomas Principal [email protected]
+1 (617) 261-2062
General statistics
Assets under management
Active private equity investments
Total private equity investments
Target EBITDA
Preferred Investment amount
$1.8B 21 96 $3M-$20M $10M-$60M
Recently closed investments
Name Deal type Deal date
Bell and Howell Buyout/LBO (Secondary)
Dec-2018
The Phia Group PE Growth/Expansion Sep-2018
AccountabilIT Recap / Consolidation Aug-2018
KLDiscovery PE Growth/Expansion Jan-2018
Jopari Solutions PE Growth/Expansion Jan-2018
Most recent closed fund
WestView Capital Partners IV
Type: Buyout
Size: $700M
Vintage: 2017
All investments by industry
39.1%5.8%
4.3%15.9%
33.3%1.4%
Business Products and Services (B2B)
Consumer Products and Services (B2C)
Financial Services
Healthcare
Information Technology
Materials and Resources
110
Wynnchurch Capital Investor type: PE/Buyout | Year founded: 1999
Wynnchurch Capital is a leading middle-market private equity investment firm. Wynnchurch’s strategy is to partner with US and Canadian companies that possess the potential for substantial growth and profit improvement. Wynnchurch manages a number of private equity funds with $2.2 billion of committed capital under management and specializes in recapitalizations, growth capital, management buyouts, corporate carve-outs and restructurings.
Contact
6250 North River Road
Suite 10-100
Rosemont, IL 60018
United States
+1 (847) 604-6100
Primary contact
Jim Towers Vice President [email protected]
+1 (310) 492-4068
General statistics
Assets under management
Active private equity investments
Total private equity investments
Target revenue
Target EBITDA
Preferred Investment amount
$2.2B 23 85 $25M-$1B $0M-$100M $10M-$200M
Recently closed investments
Name Deal type Deal date
Boss Industries Buyout/LBO Feb-2019
Buchanan Rubber Buyout/LBO (Add-on) Dec-2018
Midland Metal Mfg. Co. Buyout/LBO (Add-on) Nov-2018
Advanced MP Technology Buyout/LBO (Add-on) Sep-2018
Infra Pipe Solutions Buyout/LBO Aug-2018
Most recent closed fund
Wynnchurch Capital Partners IV
Type: Buyout
Size: $1.2B
Vintage: 2015
All investments by industry
64.9%
24.3%
10.8%
Business Products and Services (B2B)
Consumer Products and Services (B2C)
Materials and Resources
111
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FINANCE
PE firm reboots one of Internet’s dial-up pioneersDallas’ Trive Capital acquires EarthLink from Windstream in a $330M cash deal. JON PRIOR, 12
SHE PLANS TO FLY THIS $20B BUSINESS HIGHERMICHELE EVANS RUNS LOCKHEED MARTIN’S AERONAUTICS UNIT, WHICH ON ITS OWN WOULD BE THE SEVENTH-LARGEST PUBLIC COMPANY IN NORTH TEXAS. READ ABOUT HOW SHE DRIVES THE CRITICAL DIVISION’S STRATEGY. COVER STORY, 8
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STATE LEGISLATURE
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MANUFACTURING
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TECHNOLOGY
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CEO CONVERSATIONS
HOW THE RAPID ‘PACE OF INNOVATION’ IS DRIVING GROWTH AT SOFTTEK 27
DALLAS BUSINESS JOURNAL
January 11, 2019 Vol. 42, No. 14, $6.00
2515 McKinney Ave. Suite 100 Dallas, TX 75201
r
L
Breaking news online DallasBusinessJournal.com
On smartphones and tablets DallasBusinessJournal.com/apps
Daily email updates DallasBusinessJournal.com/email
FINANCE
PE firm reboots one of Internet’s dial-up pioneersDallas’ Trive Capital acquires EarthLink from Windstream in a $330M cash deal. JON PRIOR, 12
SHE PLANS TO FLY THIS $20B BUSINESS HIGHERMICHELE EVANS RUNS LOCKHEED MARTIN’S AERONAUTICS UNIT, WHICH ON ITS OWN WOULD BE THE SEVENTH-LARGEST PUBLIC COMPANY IN NORTH TEXAS. READ ABOUT HOW SHE DRIVES THE CRITICAL DIVISION’S STRATEGY. COVER STORY, 8
Charitable nonprofits 13
STATE LEGISLATURE
Hot topics to watch for at the Capitol Business leaders’ top priority will be retaining corporate tax abatement programs. 2
MANUFACTURING
Bell’s air taxi shows company’s evolution The Nexus represents potential shift for the aircraft company.EVAN HOOPFER, 6
TECHNOLOGY
Cybersecurity firm gives Irving a boost Tokyo-based Micro Trends continues expansion in city. BRIAN WOMACK, 7
CEO CONVERSATIONS
HOW THE RAPID ‘PACE OF INNOVATION’ IS DRIVING GROWTH AT SOFTTEK 27
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