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Investor Profile Report FOUR SEASONS HOTEL, LAS VEGAS

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Investor Profile Report FOUR SEASONS HOTEL, LAS VEGAS Investor Profile Report PRESENTED BY FOUR SEASONS HOTEL, LAS VEGAS February 17-19 American Capital Special Situations 2 Monroe Capital 24 Aterian Investment Partners 3 New State Capital Partners 25 Atlas Holdings 4 Peak Rock Capital 26 Balmoral Funds 5 Prophet Equity 27 Blue Wolf Capital 6 Prudential Capital Partners 28 CapitalSource 7 Renovo Capital 29 CenterGate Capital 8 Resilience Capital Partners 30 Charlesbank Capital Partners 9 Skyview Capital 31 Comvest Partners 10 Summit Investment Management 32 Crystal Financial 11 Superior Capital Partners 33 DW Partners 12 The Anderson Group 34 Enhanced Capital 13 The Gores Group 35 Excelsior Capital Partners 14 TPG Special Situations Partners 36 Garrison Investment Group 15 Turnspire Capital Partners 37 H.I.G. WhiteHorse 16 Versa Capital Management 38 Harren Equity Partners 17 Victory Park Capital 39 Highland Capital Management 18 White Oak Global Advisors 40 Insight Equity 19 Wingate Partners 41 JLL Partners 20 Wynnchurch Capital 42 Lantern Asset Management 21 LBC Credit Partners 22 Maven Court Partners 23 American Capital Investor type: PE/Buyout | Year founded: 1986 American Capital is a private equity firm specializing in Contact Primary contact management buyouts, employee buyouts, 2 Bethesda Metro Center Andrew Flesch recapitalizations and acquisitions, as well as in 14th Floor Principal, Special Situations Group providing mezzanine, senior debt and subordinated Bethesda, MD 20814 [email protected] +1 (301) 841-1491 debt financing for buyouts led by private equity firms. United States +1 (301) 951-6122 General statistics Assets under Active private equity Total private equity Target Preferred Investment management investments investments EBITDA amount $80B 55 303 $10M-$25M <$750M Recently closed investments Most recent closed fund Name Deal type Deal date American Capital Equity III Kollege Town Sports Buyout/LBO (Add-on) Oct-2015 Type: PE Growth-Expansion BMG MIS Buyout/LBO (Add-on) Oct-2015 Size: $1.1B LinguaSys Buyout/LBO (Add-on) Aug-2015 LinguaSys (Technology Assets) Buyout/LBO (Add-on) Aug-2015 Invertag Buyout/LBO (Secondary) Aug-2015 All investments by industry Business Products and Services (B2B) 35.1% Consumer Products and Services (B2C) 24.7% Energy 2.6% Financial Services 5.4% Healthcare 9.0% Information Technology 18.6% Materials and Resources 4.6% Data sourced from the PitchBook Platform, the financial information technology trusted by leading investors, companies and advisors. Aterian Investment Partners Investor type: Growth/Expansion | Year founded: 2009 Contact Primary contact 11 East 44th Street Martin Vogel Aterian Investment Partners is a New York based Suite 1803 Associate private equity capital firm which invests in small to New York, NY 10017 [email protected] +1 (312) 267-8741 middle-market companies operating in the consumer United States products, retail, health care services, food and beverage, manufacturing, distribution, metals and mining, restaurants, industrial, chemicals and commodities sectors. The firm specializes in bridge financing, turnaround, financial structuring, spin-offs and corporate carve-outs. General statistics Assets under Active private equity Total private equity Target Preferred Investment management investments investments revenue amount $658M 4 10 $25M-$500M $50M Recently closed investments Most recent closed fund Name Deal type Deal date Aterian Investment Partners II Leisure Time Products Buyout/LBO (Secondary) Aug-2015 Type: Restructuring - SourceLink Buyout/LBO May-2015 Distressed Debt Johnstown Wire Technologies Buyout/LBO (Secondary) May-2014 Size: $257M Texas Energy Labs Buyout/LBO (Add-on) Dec-2012 Southwest Heat Treat Buyout/LBO (Add-on) Dec-2012 All investments by industry Business Products and Services (B2B) 66.7% Consumer Products and Services (B2C) 16.7% Information Technology 8.3% Materials and Resources 8.3% Data sourced from the PitchBook Platform, the financial information technology trusted by leading investors, companies and advisors. Atlas Holdings Investor type: PE/Buyout | Year founded: 2002 Atlas Holdings invests in businesses undergoing Contact Primary contact financial and operational challenges in business sectors 100 Northfield Street Sam Astor where the firm has prior experience. The firm prefers Greenwich, CT 06830 Partner to invest in agricultural products and services, capital United States [email protected] +1 (203) 622-9138 equipment, chemicals, energy-related services, foundry +1 (203) 622-9138 and metal forming, industrial distribution, metal fabrication and specialty steel. General statistics Assets under Active private equity Total private equity Target Preferred Investment management investments investments EBITDA amount $1.4B 20 55 $100M $100M Recently closed investments Most recent closed fund Name Deal type Deal date Atlas Capital Resources II Tecumseh Products Buyout/LBO Sep-2015 Type: Buyout Alcoa Corporate Asset Purchase Apr-2015 Size: $900M Novipax Buyout/LBO Apr-2015 Merchants Metals Buyout/LBO Mar-2015 Leon Interiors Buyout/LBO (Add-on) Mar-2015 All investments by industry Business Products and Services (B2B) 43.0% Consumer Products and Services (B2C) 11.4% Energy 3.8% Financial Services 3.8% Information Technology 2.5% Materials and Resources 35.4% Data sourced from the PitchBook Platform, the financial information technology trusted by leading investors, companies and advisors. Balmoral Funds Investor type: PE/Buyout | Year founded: 2005 Balmoral Funds seeks to invest in companies based in Contact Primary contact North America in situations such as corporate 11150 Santa Monica Travis Haynes divestitures, management buyouts, and turnarounds. Boulevard Principal Balmoral looks to invest $5-30 million per transaction in Suite 825 [email protected] the form of equity, debt and/or hybrids for control or Los Angeles, CA 90025 +1 (310) 469-5773 shared-control. United States +1 (310) 473-3065 General statistics Assets under Active private equity Total private equity Target Target Preferred management investments investments revenue EBITDA Investment amount $170M 7 12 $25M-$500M $5M-$30M $5M-$30M Recently closed investments Most recent closed fund Name Deal type Deal date Balmoral Special Situations Silver Aero PE Growth/Expansion Dec-2015 Fund II Enesco Buyout/LBO (Secondary) Nov-2015 Type: Restructuring - Nautic Global Group Buyout/LBO (Secondary) Oct-2015 Distressed Debt iGPS Buyout/LBO Aug-2013 Size: $110M Concurrent Manufacturing Solutions Buyout/LBO Oct-2012 All investments by industry Business Products and Services (B2B) 71.4% Consumer Products and Services (B2C) 14.3% Financial Services 7.1% Materials and Resources 7.1% Data sourced from the PitchBook Platform, the financial information technology trusted by leading investors, companies and advisors. Blue Wolf Capital Investor type: PE/Buyout | Year founded: 2005 Blue Wolf Capital is a private equity firm that specializes Contact Primary contact in control investments in middle market companies One Liberty Plaza, 52nd Floor Dana Halasz based in the United States and Canada. The firm aims 165 Broadway Chief Administrative Officer to transform companies strategically, operationally and New York, NY 10006 [email protected] +1 (212) 488-1350 collaboratively. Blue Wolf manages challenging United States situations and complex relationships between business, +1 (212) 488-1340 customers, employees, unions, and regulators to generate returns and build value for stakeholders. General statistics Assets under Active private equity Total private equity Target Preferred Investment management investments investments revenue amount $471M 13 27 $50M $25M-$250M Recently closed investments Most recent closed fund Name Deal type Deal date Blue Wolf Capital Fund III National Home Health Care Buyout/LBO (Secondary) Oct-2015 Type: Buyout North American Rescue Buyout/LBO (Secondary) Mar-2015 Size: $309M BHC Healthcare Services Joint Venture Nov-2014 ModernMD Platform Creation Nov-2014 Vintage: 2013 Materials Systems Buyout/LBO (Add-on) Oct-2014 All investments by industry Business Products and Services (B2B) 42.9% Consumer Products and Services (B2C) 5.7% Energy 2.9% Financial Services 2.9% Healthcare 25.7% Information Technology 2.9% Materials and Resources 17.1% Data sourced from the PitchBook Platform, the financial information technology trusted by leading investors, companies and advisors. CapitalSource Service provider type: Lender | Year founded: 2000 CapitalSource seeks to provide commercial loans to Contact Primary contact small and medium-sized businesses in the United 9701 Wilshire Boulevard Scott Lisman States. The firm operates through three divisions, Suite 700 Director Corporate Finance, Healthcare and Specialty Finance, Beverly Hills, CA 90212 [email protected] and Structured Finance. It specializes in providing United States commercial lending services in the areas of commercial real estate, equipment leasing, golf, healthcare, asset based lending, multifamily, leveraged, premium, lender and resort finance, security and small business lending. General statistics Total debt financings Target Target (last 5 years) EBITDA debt financing amount 26 $1M-$25M $5M-$100M Recent debt financings Name Deal type Deal date Deal location Plusgrade US PE Growth/Expansion Aug-2015 New York, NY North American Dental Group Buyout/LBO Aug-2015 New Castle, PA Cologix Debt - General Jul-2015 Denver, CO West Living Senior Debt Jul-2015 Carlsbad, CA Strategic Funding Source Debt - General Jul-2015
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