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Investor Profile Report ACG NY 11Th

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Investor Profile Report ACG NY 11Th PRESENTED BY ACG NY 11th Annual Healthcare Conference Investor Profile Report PRESENTED BY METROPOLITAN CLUB FEBRUARY 28, 2019 Glossary Business Description: All investments by industry: A description of the firm’s primary type, Graph of transactions by industry, represented in preferences and location. PitchBook is an the PitchBook Platform. This breakdown is based impartial information provider on primary industries of the portfolio/serviced and will remove promotional language. companies. Assets under management (AUM): Specific to Lender Profiles The amount of money that the investor manages Total debt financings: for clients based on number of currently-managed The number of entities identified by PitchBook that funds. received debt financing from the firm in the last five years. Active private equity investments: The number of active companies in the investor’s Target debt financing amount: current portfolio identified by PitchBook in the Preferred amount of debt typically provided by last five years. This includes add-on transactions. the firm in a transaction. Total private equity investments: Specific to Service Provider Profiles The total number of companies in the investor’s Total transactions: portfolio, identified by PitchBook in the last five The number of transactions identified by years. This includes add-on transactions. PitchBook that the firm has provided service on in the last five years. Target EBITDA: Preferred EDITDA range targeted for investment. Total companies serviced: The number of unique companies the firm has Target revenue: provided service to in the last five years, identified Preferred revenue range targeted for investment. by PitchBook. Preferred investment amount: Total investors serviced: Preferred investment amount range that the firm The number of unique investors identified by typically invests in PitchBook that the firm has provided service to in a transaction. the last five years. Recently closed investments: Target EBITDA: The top five recent investments or transactions The EBITDA range for buy-side and sell-side target serviced identified by PitchBook. companies. Most recent closed fund (Type, Size, Vintage): Target transaction amount: The most recently closed fund (The fund is no The transaction amount range for buy-side and longer in a fundraising state and is not accepting sell-side companies. additional commitments) identified by PitchBook. Evergreen funds are not included. Disclaimer: This information is currently published in the PitchBook Platform or was provided by the firm for this conference. 2 Blue Wolf Capital Partners 4 Proskauer Rose 26 Cain Brothers & Company 5 Ridgemont Equity Partners 27 Capital One Healthcare 6 SFW Capital Partners 28 CITIC Capital 7 Tenex Capital Management 29 Cognizant Technology Solutions 8 The Riverside Company 30 Cortec Group 9 TresVista 31 Dorilton Capital 10 Webster Equity Partners 32 Frazier Healthcare Partners 11 WestView Capital Partners 33 Gauge Capital 12 Winston & Strawn 34 Gemspring Capital 13 Ziegler 35 Great Point Partners 14 Gryphon Investors 15 Hammond, Kennedy, Whitney & Co. 16 Harren Equity Partners 17 Healthcare Private Equity Association 18 JLL Partners 19 Marwood Group 20 Nashville Health Care Council 21 NexPhase Capital 22 Pamlico Capital 23 Pepper Hamilton 24 Plante Moran 25 3 Blue Wolf Capital Partners Investor type: PE/Buyout | Year founded: 2005 Blue Wolf Capital is a private equity firm founded in Contact Primary contact 2005 and is based in New York, New York. The firm One Liberty Plaza, 52nd Aakash Patel prefers to invest in the infrastructure, aerospace and Floor Principal defense, government, energy, healthcare, mining, and 165 Broadway [email protected] information technology sector. New York, NY 10006 +1 (212) 488-3682 United States +1 (212) 488-1340 General statistics Assets under Active private equity Total private equity Target Preferred Investment management investments investments revenue amount $1.3B 13 49 $50M+ $25M-$250M Recently closed investments Most recent closed fund Name Deal type Deal date Blue Wolf Capital Fund IV L.J. Smith Stair Systems Buyout/LBO (Add-on) Nov-2018 Type: Buyout Pearl Technologies Buyout/LBO (Add-on) Sep-2018 Size: $541M Mustang Energy Services Buyout/LBO (Add-on) Jul-2018 Mondi Bags Pine Bluff Buyout/LBO Jun-2018 Vintage: 2018 TGW Holdings Buyout/LBO May-2018 All investments by industry Forest & Building Products 39.1% Healthcare 26.1% Other Business Products and Services (B2B) 34.8% 4 Cain Brothers & Company Service provider type: Investment Bank | Year founded: 1982 Cain Brothers & Company is a healthcare industry Contact Primary contact focused investment banking firm. The firm's service 277 Park Avenue Stewart Carr areas include mergers and acquisitions, divestitures, 40th Floor Managing Director joint ventures and strategic partnerships, private New York, NY 10172 +1 (212) 981-6954 placements, recapitalization, private equity, corporate United States valuations, fairness opinions and credit restructuring. +1 (212) 869-5600 Cain Brothers & Company also raises capital for tax- exempt healthcare institutions in the public capital markets, primarily the tax-exempt debt market and the bank market and provides support in the application of interest rate management tools. The firm also offers its advice on healthcare real estate transactions, including the sale and development of medical office buildings and related ancillary medical properties. Cain Brothers was founded in 1982 and is based in New York, New York. General statistics Total transactions Total companies serviced Total investors serviced (last 5 years) (last 5 years) (last 5 years) 137 100 51 Recently closed transactions Investor/company serviced Service Deal type Deal date Deal location Mission Healthcare Foundation Advisor: General Merger/Acquisition Feb-2019 Asheville, NC Rocky Mountain Dental Services Advisor: General Buyout/LBO Jan-2019 Denver, CO Holdings Sterling Partners Private Equity Advisor: General Buyout/LBO Jan-2019 Sacramento, CA Guardian Life Insurance Company of Advisor: General Buyout/LBO Dec-2018 - America Centerbridge Partners Advisor: General Buyout/LBO Dec-2018 Boston, MA All transactions by industry Business Products and Services (B2B) 8.7% Consumer Products and Services (B2C) 3.5% Financial Services 7.8% Healthcare 76.5% Information Technology 3.5% 5 Capital One Healthcare Service provider type: Lender | Year founded: 2015 Capital One Healthcare specializes in investments and customized solutions that help clients move Contact Primary contact forward and fuel the growth of their organization. 299 Park Avenue Andrew Brode Over the last 10 years, our team has provided New York, NY 10017 Senior Managing Director [email protected] more than $75 billion in financing to companies in United States more than 45 healthcare sectors including senior +1 (646) 231-9760 housing, healthcare services, pharmaceuticals, medical devices, healthcare IT, and medical offices. Committed to building relationships, our team of experts identifies and delivers competitive products to meet client financing objectives. We leverage the power of a top 10 U.S. bank to help clients finance acquisitions, refinance existing debt, support working capital needs and fund growth initiatives. Capital One Healthcare was formed through the acquisition of General Electric's Healthcare Financial Services business by Capital One Financial in December 2015. General statistics Total transactions Total companies serviced Total investors serviced Target (last 5 years) (last 5 years) (last 5 years) transaction amount 500+ 250+ 100+ $50-750MM Recently closed transactions Investor/company serviced Service Deal type Deal date Deal location BayMark Health Services Administrative Agent Acquisition March 2018 Kindred Healthcare Joint Lead Arranger & Acquisition July 2018 Bookrunner AccessOne Administrative Agent, Growth May 2018 Sole Lead Arranger & Bookrunner AccentCare Administrative Agent Debt Refinancing April 2018 All transactions by industry Healthcare 100.0% 6 CITIC Capital Investor type: PE/Buyout | Year founded: 2002 CITIC Capital is a leading global private equity firm with Contact Primary contact $25 billion under management. We leverage our 28/F, CITIC Tower Kenneth Kan significant resources across Asia to drive value creation 1 Tim Mei Avenue, Director, Private Equity for our portfolio companies. Central [email protected] Hong Kong, Hong Kong +1 (212) 419-4269 +852 3710 6888 General statistics Assets under management Active private equity investments Total private equity investments $25B 81 146 Recently closed investments Most recent closed fund Name Deal type Deal date CITIC Capital China Partners IV Amoy Food Buyout/LBO Feb-2019 Type: Buyout Trilogy Buyout/LBO Apr-2018 Size: $2.8 B ISI Emerging Markets Buyout/LBO Feb-2018 Axilone Buyout/LBO Jan-2018 Lifestyles / SKYN Buyout/LBO Sep-2017 McDonald’s China Buyout/LBO Jul-2017 All investments by industry Business Products and Services (B2B) 23.0% Consumer Products and Services (B2C) 28.6% Energy 2.4% Financial Services 5.6% Healthcare 11.9% Information Technology 22.2% Materials and Resources 6.3% 7 Cognizant Technology Solutions Investor type: Corporation | Year founded: 1994 Contact Primary contact 500 Frank West Burr Karen McLoughlin Cognizant Technology Solutions is an American Boulevard Chief Financial Officer multinational corporation. It provides IT services, Teaneck, NJ 07666 [email protected] including digital, technology, consulting
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