Executive Briefing
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EXECUTIVE BRIEFING ENTREPRENEURIAL DRIVE, INSTITUTIONAL EXPERIENCE INVESTMENT Hauser Private Equity (HPE) is a hybrid private equity investor directly co-investing CRITERIA throughout the lower-middle and middle market via investment partnerships with control buyout funds and selectively with managers of subordinated debt, growth equity and special situation funds. Co-investing partner funds of $250 million to FUND INVESTMENTS $2 billion ACON Investments - Washington, DC Light Bay Capital – Los Angeles, CA Amulet Capital - Greenwich, CT Main Post Partners- San Francisco, CA Angeles Equity Partners – Los Angeles, CA Mangrove Equity Partners- Tampa, FL North American Argand Partners - New York, NY Milestone Partners - Philadelphia, PA Atlas Holdings - Greenwich, CT Monroe Capital - Chicago, IL domiciled Blackstreet Capital Partners - Washington, DC New Mainstream - New York, NY Bunker Hill Capital - Boston, MA North Castle Partners - Greenwich, CT CapStreet Group - Houston, TX One Equity Partners – New York, NY CIP Capital - New York, NY Palladium Equity Partners- New York, NY Teams with a track Clearlake Capital - Los Angeles, CA Patriot Capital- Baltimore, MD Clarion Capital - New York, NY Prairie Capital - Chicago, IL record of investing Consonance Capital Partners- New York, NY Renovus Capital - Philadelphia, PA together Dominus Capital Partners - New York, NY Revelstoke Capital – Denver, CO EagleTree Capital – New York, NY Revolution Growth - Washington, DC EDG Partners - Atlanta, GA Riverlake Equity Partners - Portland, OR Encore Consumer Capital - San Francisco, CA Shore Capital Partners - Chicago, IL Eureka Growth Capital - Philadelphia, PA Southfield Capital - Greenwich, CT Operational focus Frontenac Company - Chicago, IL Spanos Barber Jesse & Co.- San Francisco, CA GF Capital - New York, NY St. Cloud Capital - Los Angeles, CA Great Point Partners - Greenwich, CT Staple Street Capital- New York, NY Grey Mountain Partners - Boulder, CO Varsity Healthcare Partners – Los Angeles, CA Clearly defined, targeted Gridiron Capital - New Canaan, CT Vesey Street Capital Partners – New York, NY Gryphon Investors - San Francisco, CA Wasserstein & Co.- New York, NY strategy Guardian Capital Partners - Philadelphia, PA Waud Capital Partners - Chicago, IL JLL Partners- New York, NY Wellspring Capital Management – New York, NY Juggernaut Capital - Washington, DC Vesey Street Capital – New York, NY JW Childs Associates – Boston, MA Zelnick Media — New York, NY Demonstrated ability to achieve successful exits DIRECT INVESTMENTS Adspace Networks - New York, NY Igloo Products - Katy, TX No investment in venture Argo Tea - Chicago, IL Injured Workers Pharmacy - Methuen, MA Ivanti – Salt Lake City, UT capital, real estate or BluSky – Denver, CO Carson-Dellosa Publishing – Greensboro, NC McCubbin Hosiery - Oklahoma City, OK emerging technology Cincinnati Eye Institute – Cincinnati, OH The O'Gara Group - Cincinnati, OH Connecture - Brookfield, WI Omni Eye – New Jersey, NJ Construction Software Technologies - Cincinnati, OH PSI Services - Burbank, CA Corrona - Boston, MA Sigma Electric Manufacturing – Garner, NC Corsair Components – Freemont, CA STAT Health - New York, NY DataLink – Tampa, FL Thorpe Specialty Services - Houston, TX Dennis Uniform – Portland, OR VitaLink Research – Spartanburg, SC Doctors Best – San Clemente, CA Walker Edison – Salt Lake City, UT Elite Body Sculpture – Beverly Hills, CA Waples Manufacturing - Fort Worth, TX Filling Machines & Systems – Minneapolis, MN Washing Systems - Cincinnati, OH Hillsboro Aero Academy - Hillsboro, OR WF Taylor – Fontana, CA EXECUTIVE BRIEFING ENTREPRENEURIAL DRIVE, INSTITUTIONAL EXPERIENCE INVESTMENT INVESTMENT TEAM CRITERIA Highly experienced private equity team with a coast-to-coast coverage model Co-investing partner Mark Hauser MANAGING PARTNER funds of $250 million to $2 billion Los Angeles & Cincinnati Focus: Capital Formation and Investment Selection Chairman and Managing Partner, Hauser Private Equity. Chairman, HAUSER. Board of Directors: McCubbin Brands, AdSpace Networks, Cincinnati Sports North American Mall, The O’Gara Group domiciled Paul Swanson MANAGING PARTNER Teams with a track Cincinnati record of investing Focus: Capital Formation, Investment and Fund Administration together 17 years experience in private equity investing. 14 years experience in financial services. Prior to HPE, CEO of Hauser Capital Markets in Cincinnati Operational focus Janna Laudato CFA, MANAGING DIRECTOR Washington DC Clearly defined, targeted Focus: Investment Selection Process, Diligence, and Risk Management 14 years experience in private equity investing and consulting. Prior to HPE, strategy managed private equity portfolio of $2B at the Small Business Administration. 14 years consulting experience with Booz Allen and Chemonics Intl. Demonstrated ability to Rob Neu achieve successful exits CHIEF FINANCIAL OFFICER Cincinnati Focus: Risk Management, Compliance, and Fund Administration No investment in venture 31 years experience in institutional fixed income, balance sheet management and capital markets. Prior to HPE, Senior Vice President, Portfolio Management capital, real estate or Group, Provident Financial Group, Inc. Began career with Prudential-Bache emerging technology Ryan Rusch SENIOR ASSOCIATE Chicago Focus: Evaluating co-investment opportunities, fund sourcing and due diligence MBA, University of Chicago Booth School of Business. BSBA, Finance and International Business Georgetown University; Formerly Investment Banking Associate at Baird. EXECUTIVE BRIEFING ENTREPRENEURIAL DRIVE, INSTITUTIONAL EXPERIENCE INVESTMENT DIRECTORS & PARTNERS CRITERIA Hauser Private Equity leverages the collective knowledge of its directors and partners to identify targets, grow companies and enhance returns. This leading group of experts represents a wealth of experience, ingenuity, and networks across multiple disciplines. Co-investing partner funds of $250 million to R. Kelly Clark Roger W. Crandall DIRECTOR OBSERVER $2 billion General Mills (NYSE: GIS), Chairman, President & CEO, Anthem (NYSE: WLP), Avnet MassMutual (NYSE: AVT), Textron (NYSE: HPE Focus: Private Equity, TXT) Insurance, Corporate Finance North American domiciled Keith Harrison John W. Hayden DIRECTOR Teams with a track DIRECTOR record of investing Fmr. Global Product Supply E.W, Scripps Co (NYSE: SSP), Officer, Procter & Gamble Ohio National Financial together (NYSE: PG) HPE Focus: Services, ABR Reinsurance Manufacturing & Supply Ltd., Center Bank Chain Operational focus Michael (Mike) Levitt Michael B. McCallister OBSERVER DIRECTOR Clearly defined, targeted CEO, Kayne Anderson Capital AT&T (NYSE: T), Fifth Third Advisors Bancorp (NASDAQ: FITB), strategy HPE Focus: Private Equity, Zoetis, Inc. (NYSE: ZTS) Corporate Finance, Energy, Infrastructure Demonstrated ability to achieve successful exits Larry A. Sheakley Richard T. Reilly DIRECTOR DIRECTOR Owner, Sheakley (Human President, RBI Solar & RBI Resources management;) Greenhouses No investment in venture Director: C-Bank, Pro- HPE Focus: Manufacturing & Procure, Il Mulino Banking capital, real estate or Restaurants emerging technology Ronald W. Tysoe DIRECTOR Chairman: J.C. Penney & Co., Inc.(NYSE:JCP), Canadian Imperial Bank of Commerce (NYSE: CM),Cintas Corp. (NASDAQ: CTAS), Scripps Networks Interactive.