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2019 ACG LA BUSINESS CONFERENCE Investor Profile Report

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2019 ACG LA BUSINESS CONFERENCE Investor Profile Report PRESENTED BY ® 2019 ACG LA BUSINESS CONFERENCE Investor Profile Report PRESENTED BY BEVERLY HILTON HOTEL SEPTEMBER 17-18, 2019 Alaris Royalty Investor type: PE/Buyout | Year founded: 2003 Alaris Royalty is an investment firm that specializes in Contact Primary contact non-control equity investments and provides Suite 250 Devin Timberlake permanent equity capital to companies. It seeks to 333 24th Avenue South Vice President of Business Development generate returns in the form of preferred equity West [email protected] dividend distributions from its portfolio companies Calgary, Alberta T2S 3E6 +1 (403) 221-7302 rather than relying on an exit strategy. The firm is Canada based in Calgary, Alberta and was founded in 2003. +1 (403) 228-0873 General statistics Active private equity Target Total private equity investments Preferred Investment amount investments EBITDA 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 All investments by industry Business Products and Services (B2B) 50.0% Consumer Products and Services (B2C) 15.6% Healthcare 18.8% Information Technology 12.5% Materials and Resources 3.1% 2 Align Capital Partners Investor type: PE/Buyout | Year founded: 2016 Align Capital Partners is a growth-oriented private Contact Primary contact equity firm that focuses on control investments in 3811 Turtle Creek Kathryn Noggle lower middle market B2B companies operating in the Boulevard Director of Business Development manufacturing, technology, healthcare, energy and Suite 1010 [email protected] business services sectors. The firm was founded in 2016 Dallas, TX 75219 +1 (216) 505-6463 and is headquartered in Beachwood, Ohio and Dallas, United States Texas. General statistics Assets under Active private equity Total private equity Target Target Preferred management investments investments revenue EBITDA Investment amount $327M 7 15 $20M-$100M $3M-$10M $10M-$30M Recently closed investments Most recent closed fund Name Deal type Deal date Align Capital Partners I E Source Buyout/LBO Jun-2019 Type: Buyout BalticBerg Consulting Buyout/LBO (Add-on) Jun-2019 Size: $327M Fireguard Buyout/LBO (Add-on) Apr-2019 APEL International Buyout/LBO (Add-on) Mar-2019 Vintage: 2016 Milton Manufacturing (Canada) Buyout/LBO (Add-on) Feb-2019 All investments by industry Business Products and Services (B2B) 88.2% Energy 5.9% Materials and Resources 5.9% 3 Alpine Investors Investor type: PE/Buyout | Year founded: 2001 Alpine Investors is a private equity investment firm that Contact Primary contact focuses investment in businesses in the United States One California Street Ajeet Gautam and Canada operating in the software and services Suite 2900 Executive, Investing sectors, with a growing healthcare portfolio. The firm San Francisco, CA 94111 [email protected] +1 (415) 591-1322 was founded in 2001 and is based in San Francisco, United States California. +1 (415) 392-9100 General statistics Assets under Active private equity Total private equity Target Target Preferred management investments investments revenue EBITDA Investment amount $1.3B 29 97 $10M-$100M $1M-$30M $10M-$300M Recently closed investments Most recent closed fund Name Deal type Deal date Alpine Investors VI Frank Gay Services Buyout/LBO (Add-on) Jul-2019 Type: Buyout Apex Service Partners Platform Creation Jul-2019 Size: $532M Best Home Services Buyout/LBO (Add-on) Jul-2019 Northeast Ohio Eye Surgeons PE Growth/Expansion Jun-2019 Vintage: 2017 Circle of Life Home Care Anishinaabe Buyout/LBO (Add-on) May-2019 All investments by industry Business Products and Services (B2B) 18.6% Consumer Products and Services (B2C) 12.9% Financial Services 5.7% Healthcare 21.4% Information Technology 41.4% 4 Ardenton Capital Investor type: PE/Buyout | Year founded: 2009 Founded in 2009, Ardenton Capital is a permanent HQ Contact Los Angeles Contact private equity corporation based in Vancouver, Canada. 1021 West Hastings Phil Leathers Focused on meaningful partnerships with incumbent Street Vice President, Private Equity management and long-term growth, the firm seeks to Suite 2400 [email protected] make control investments in good businesses with a Vancouver, British (310) 625-7695 commitment to making them great. Ardenton is Columbia V6E 0C3 generally industry agnostic although typically avoids Canada resource extraction, real estate, disruptive +1 (833) 416-1490 technologies, and turnarounds. General statistics Active private equity Total private equity Target Target Typical Equity Check Size investments investments revenue EBITDA 12 15 $15M-$150M $3M-$15M $10M-$30M Recently closed investments Name Deal type Deal date Food Innovations Baking Group Buyout/LBO Jun-2019 Budget Greeting Cards Buyout/LBO Mar-2019 Shaftec Automotive Components PE Growth/Expansion Dec-2018 PP Control & Automation Buyout/LBO (MBO) Jul-2018 Achieve 1 PE Growth/Expansion Mar-2018 All investments by industry Business Products and Services (B2B) 75.0% Consumer Products and Services (B2C) 6.3% Information Technology 12.5% Materials and Resources 6.3% 5 Argosy Private Equity Investor type: PE/Buyout | Year founded: 1990 Argosy Private Equity is a private equity firm that Contact Primary contact prefers to invest in engineered materials, tech-enabled 950 West Valley Road Keven Shanahan Partner services, business franchising, aviation services, Suite 2900 [email protected] commercial services, manufacturing and industrial Wayne, PA 19087-1845 +1 (610) 971-9685 sectors. The firm was founded in 1990 and is based in United States Wayne, Pennsylvania. +1 (610) 971-9685 General statistics Assets under Active private equity Total private equity Target Target Preferred management investments investments revenue EBITDA Investment amount $497M 34 191 $15M-$100M $3M-$9M $5M-$20M Recently closed investments Most recent closed fund Name Deal type Deal date Argosy Investment Partners V Copperfield Chimney Supply Buyout/LBO (Add-on) Jan-2019 Type: Buyout DSI Logistics Buyout/LBO Jan-2019 Size: $300M All Points Equipment Buyout/LBO (Add-on) Dec-2018 Capewell Aerial Systems Buyout/LBO Sep-2018 Vintage: 2014 (Secondary) ECS Environmental Solutions Buyout/LBO Sep-2018 All investments by industry Business Products and Services (B2B) 54.1% Consumer Products and Services (B2C) 18.0% Energy 4.9% Financial Services 3.3% Healthcare 1.6% Information Technology 13.1% Materials and Resources 4.9% 6 Aterian Investment Partners Investor type: PE/Buyout | Year founded: 2009 Contact Primary contact 11 East 44th Street Christian Remmel Founded in 2009, Aterian Investment Partners is a private Suite 1803 Vice President & Head of Business investment firm that invests in strategically viable businesses New York, NY 10017 Development with strong market positions, proven franchises and [email protected] United States opportunities for performance enhancement. The firm looks +1 (212) 897-2887 to make control investments in small-to-medium sized companies operating in manufacturing, general industrial, distribution, chemicals & commodities, metals & mining, consumer products & retail and energy services industries. It targets unique situations, including corporate carve-outs, family partnerships, underperformers and turnarounds and looks to provide sellers with "no financing-out" transactions, ensuring speed and certainty of closing. General statistics Active private equity Target Assets under management Total private equity investments investments revenue $715M 10 18 $25M-$500M Recently closed investments Most recent closed fund Name Deal type Deal date Aterian Investment Partners III Pioneer Metal Finishing Buyout/LBO (Secondary) Jul-2018 Type: Albany Industries Buyout/LBO (Add-on) Jun-2018 Restructuring/Turnaround Vander-Bend Manufacturing Buyout/LBO May-2018 Size: $350M Standard Furniture Buyout/LBO Aug-2017 NeoGraf Solutions Buyout/LBO Jul-2017 Vintage: 2018 All investments by industry Business Products and Services (B2B) 46.2% Consumer Products and Services (B2C) 30.8% Energy 7.7% Materials and Resources 15.4% 7 Atlantic Street Capital Investor type: PE/Buyout | Year founded: 2006 Atlantic Street Capital Management is a private equity Contact Primary contact firm which seeks to invest primarily in companies 281 Tresser Boulevard Grant Marcks operating in the healthcare, multi-unit retail, 6th Floor - Suite 601 Vice President & Head of Business franchising, consumer products and services, and Stamford, CT 06901 Development [email protected] business services sectors. The firm was founded in 2006 United States +1 (203) 428-3152 and is based in Stamford, Connecticut. +1 (203) 428-3158 General statistics Assets under Active private equity Total private equity Target Target Preferred management investments investments revenue EBITDA Investment amount $433M 15 46 $15M-$150M $4M-$15M $15M-$40M Recently closed investments Most recent closed fund Name Deal type Deal date Atlantic Street Capital III Ophthalmic Instruments & Consulting Buyout/LBO (Add-on) Jul-2019 Type: Buyout Dr. Michael Tuder & Associates Buyout/LBO Jun-2019 Size: $211M Touchtown Buyout/LBO (Add-on) Mar-2019 Marco Ophthalmic Buyout/LBO (Add-on) Feb-2019 Vintage: 2016 United Veterinary Care Buyout/LBO Jan-2019 All investments by industry Business Products and Services (B2B) 14.3% Consumer Products and Services (B2C) 38.1% Financial
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