M&A SOUTH 2022 - Digital Program Guide by ACG Atlanta

FEBRUARY 7-9

HOTEL AT AVALON & CONFERENCE CENTER

PLATINUM SPONSOR

RECEPTION SPONSOR

GOLD SPONSORS

GROWTH SPONSORS

SILVER SPONSORS

DEALMAKERS LOUNGE

WOMEN’S NETWORKING

KEYNOTE SPONSOR

CHARGING SPONSOR

CONTENT SPONSORS

WIRELESS SPONSOR

BRONZE SPONSORS

SHOESHINE SPONSOR

LANYARD SPONSOR

GIVEAWAY SPONSOR

TABLE OF CONTENTS M&A SOUTH 2022 Chairman’s Welcome. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2 A Word from the ACG Atlanta Chairman of the Board. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 Executive Committee. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4 Opportunities for Connecting. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5 Keynote . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6 2022 Conference Agenda. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9 Panels. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12 Platinum Sponsor. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17 Gold Sponsors . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19 Reception Sponsor. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22 Growth Sponsors. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23 Silver Sponsors. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26 Dealmaker’s Lounge Sponsor. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30 Keynote Sponsor . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31 Content Sponsors . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32 Lanyard Sponsor . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34 Wireless Sponsor. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35 Shoeshine Sponsor . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36 Charging Sponsor . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37 Women’s Networking Sponsor. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38 Bronze Sponsors . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40 Sponsor Directory . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46 Exhibitors. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50 The 2021-2022 ACG Atlanta Board of Directors. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 196

M&A SOUTH 2022 CHAIRMAN’S WELCOME Welcome to M&A South! By attending in the 20th year of the conference, you are part of the premier sourcing, networking, and educational event for dealmakers in the Southern U.S. We are thankful for your attendance and support. The planning committee has been working since last summer to assemble another great conference for the M&A community. We are excited to provide an opportunity for conference participants and sponsors to both fill their pipelines and sharpen their expertise through speakers and breakout panels. After missing the opportunity to gather in person in 2021, we are excited to return in person to the Hotel at Avalon and Convention Center. This “Sip & Stroll” community allows us to leave the convention center hall and provide meaningful conversations and connections throughout the property. To augment our health and safety protocols, we have invested in an outdoor tented space to provide attendees with a covered, outdoor gathering space adjacent to the main ballroom. We hope that you were able to join us on January 19 for my fireside chat with Derek Schiller, the President and CEO of the World Champion Atlanta Braves. The momentum continues with our outstanding lineup of speakers and thought leaders for this event, including our Keynote Conversation with Marc Gorlin of Roadie and Brian Dykes of UPS. During the conference, we will have panels on key topics for the M&A community that we encourage you to attend. We will open the conference on the afternoon of February 7th with networking and meetings. The Dealmaker’s Lounge and the Exhibit Hall will be open for all attendees. The evening will bring together all conference attendees and sponsors for a wonderful cocktail reception sponsored by Chatham Capital. Hors d’oeuvres and cocktails will provide a perfect opportunity for networking before heading out for plans the night may hold for you. Tuesday, February 8th will be a packed day. Listening to feedback from prior years, we have a balance of expanded meeting times while still producing relevant and timely content sessions. Our meeting spaces open at 7:00 am to maximize your meeting times. The formal schedule begins at 8:30 am with the popular Reverse Capital Connection. During this time, investment banks and mezzanine capital sources will be exhibitors while the private equity groups, corporate

development officers, and other attendees will have the opportunity to obtain insights on prospective deal flow in 2022 and beyond. Our opening session on Tuesday begins at 10:30 with a welcome from our new Platinum sponsor Cadence Bank, ACG, and our Keynote sponsor EY. Brittany Moeller of Goldman Sachs will lead a great fireside chat with EY’s Entrepreneur Of The Year® National award winner Marc Gorlin of Roadie & UPS’ Brian Dykes. They will discuss the how’s and why’s of UPS’ acquisition of Roadie this year and give us a glimpse into the future of logistics. Following lunch, our concurrent set of panels highlights what is driving value in the many Healthcare deals attendees are seeing, as well as our ever-popular annual update on M&A deal trends. The centerpiece of the conference will again feature the Private Equity Marketplace, with plenty of time for the deal community to meet with the private equity groups who make it a priority to exhibit at our conference. This session will be followed by the final two panels of the day, one on how the Debt Markets are reacting and the other gaining M&A insights from Strategic Dealmakers in our community. Our panelists are sure to deliver great information for you to take back to your clients, customers, and portfolio companies. On the morning of Wednesday, February 9th, we will open our meeting spaces again at 7:00 am. These will be first-come, first-served to finish up your conference. The invitation-only Marketplace will begin networking at 8:00 am and one-onone meetings at 8:30 am. We hope that you will spend some time in the evenings at our beautiful venue at Avalon. South City Kitchen, Rumi’s Kitchen, Oak Steakhouse, and Ford Fry’s El Felix are some of the best restaurants in the city. Avalon is an open-container community, so don’t feel tied down to any of the wonderful nightlife options the community has to offer. None of this would be possible without our loyal sponsors, many of whom have supported this event for more than a decade. On behalf of the M&A SOUTH Committee and ACG Atlanta, I hope you will find this event a great way to build your pipeline for 2022. Welcome. Jason Goode Partner, Alston & Bird Chair, M&A SOUTH 2022

A WORD FROM THE ACG ATLANTA CHAIRMAN OF THE BOARD Welcome! Thank you for attending our 20th annual M&A South event. The ACG Atlanta Board of Directors and I look forward to hearing about the great business value and expansion of your professional networks you will gain by participating. ACG’s global mission is to drive middle-market growth. Our organization is comprised of over 14,500 global members and Atlanta is one of the largest chapters. We consistently hear that the M&A South conference is an essential start to each New Year. It serves as a key connection point for the deal-making community, both locally and nationally, through all of the people who travel here to participate year after year. The relationships our attendees establish and build through ACG events have a positive impact on their business and careers, and this year’s conference is certain to deliver that for you again. ACG Atlanta continually strives to find new ways to drive middle-market growth and promote networking within the deal community. In addition to promoting the growth of our membership base of corporate/strategic buyers, this year we have expanded the Marketplace for companies to meet with Private and Growth Equity firms and each other. This exchange of ideas and contacts will help continue the growth of the middle market ecosystem in Atlanta and the South. This conference is one of many opportunities our members have to network with the “Who’s Who” of the Atlanta business community. With a membership base comprised of corporate leaders, investors, and advisors that serve the middle market, the benefits of exchanging information, opportunities, and growth strategies with decision-makers abound. We hope you will also join us at our next signature event, the ACG Atlanta Georgia Fast 40 Celebration on June 28th to honor Georgia’s 40 Fastest-Growing Companies. In addition, there are many other social and content events and, in September, we proudly present the return of Taste of ACG Atlanta (formerly our Annual Wine Event), which has gained a reputation for quality networking and superior wine and food. We welcome you to join ACG, attend our events, and become involved behind the scenes in committees as well. Many thanks to the Chair of M&A South 2022, Jason Goode, and to the entire committee for its great efforts in making M&A South another “Must-Attend Event” for the ACG and M&A community. Very truly yours, Steve Tye Managing Director, Croft & Bender LP Chair of the Board, ACG Atlanta

FOR INFORMATION ABOUT ACG ATLANTA, PLEASE CONTACT: MELANIE BRANDT President & CEO

770-316-0528 | acgatlanta@acg.org

COMMITTEE CHAIR:

COMMITTEE VICE CHAIR:

JASON GOODE Alston & Bird

COLBY SCHWARTZ Fifth Third Securities

COMMITTEE MEMBERS: CHEVY ARNOLD EY

DAVID PHILLIPS Eversheds Sutherland

JACKSON BENDER IV Brown & Brown

LUIS REYES Cherry Bekaert

NATHAN CHILDERS Riveron

LYLE ROSS BlackRock

JEFF CUNNINGHAM Parker & Poe

NICHOLAS RUETER Morris Manning & Martin

JIM DOUGLASS Fulcrum Equity Partners

JESSE SPELTZ Cabretta Capital

MICHELLE GALVANI Wildmor Advisors

ASHLEY STEELE McGriff

REESE HENSON Cadence Bank

STEVE TYE Croft & Bender

STEVE HUNTER TM Capital Corp.

BILL WADE Company.com

VIRGINIA KISELJACK PNC Business Credit

ACG ATLANTA STAFF:

JOHN MCCARTY Star Mountain Capital CARDELL MCKINSTRY Aprio GINY MULLINS Linx Partners RETT PEADEN Smith Gambrell & Russell

MELANIE BRANDT President & CEO (Atlanta & South Region) GLORIA KANTOR Vice President – Operations (Atlanta & South Region)

OPPORTUNITIES FOR CONNECTING We are excited to return IN PERSON this year. We are committed to a safe and productive event. Attendees have the opportunity to meet with each other via one-on-one meeting and visiting with our Exhibitors and Sponsors during the event.

Stop by the Deal Maker’s Lounge SPONSORED BY

by Registration or connect with attendees in the Outdoor Tent off the ballroom.

WiFi Network Name:

WiFi Network Password:

“Avalon_Conference”

“frazierdeeter”

WIRELESS SPONSOR Make sure to check out the welcome video from

Keynote A C O N V E R S AT I O N W I T H

Marc Gorlin Founder & CEO

Brian Dykes

SVP Global Capital Markets

In a year marked by incredible M&A success stories, the acquisition of Roadie by UPS has it all:

SPONSORED BY:

EY National Entrepreneur of the Year® Global Fortune 500 company Cutting-edge supply chain solutions Innovative last-mile technology Changing workforce and other dramatic impacts of a global pandemic A ludicrously larger-than-life Atlanta rap icon-turned investor

MODERATED BY:

Brittany Moeller Southeast Region Head of Wealth Management

MARC GORLIN is the founder and CEO of crowdsourced delivery platform Roadie, which he launched in 2014. Roadie puts unused capacity in passenger vehicles to work by connecting people with items to send with drivers heading in the right direction. The Atlanta-based company works with consumers and businesses across almost every industry to enable a faster, cheaper and more scalable solution for same-day and urgent delivery. Roadie became a wholly-owned subsidiary of UPS in 2021. Before launching Roadie, Marc co-founded and served as chairman of Kabbage Inc., which provides working capital to small and medium-sized businesses. It was acquired by American Express in 2020. Prior to that, Marc co-founded VerticalOne Corporation, a content personalization service that was sold to S1 Corporation (NASDAQ: ACIW) for $166 million. In 1996, Marc was a co-founder and an original board member of Pretty Good Privacy (“PGP”), a company formed to commercialize one of the most prevalent security standards on the Internet, popularized in the book The Girl with the Dragon Tattoo. Marc helped launch PGP and oversaw its financing, growth and eventual sale to Network Associates in December 1997. Marc is a UGA graduate and an active speaker on serial entrepreneurship, innovation and venture funding. In 2021, he received the EY Entrepreneur Of The Year® National Award.

BRIAN DYKES is the Senior Vice President of Global Capital Markets at UPS. He is responsible for all capital market activities for UPS including cash management, pensions asset management, debt and equity capital markets, corporate finance, risk management and insurance, and mergers and acquisitions. Brian is also responsible for UPS Capital, UPS’s financial services subsidiary. Brian has been with UPS for 21 years and held a variety of roles in finance & accounting, M&A, business intelligence, labor relations, and business development, both in the US and Internationally. He has served as a trustee of the Western Pennsylvania Teamster Pension Fund, the UPS Teamster Pension Plan, and is currently Chairman of the Board of Ware2Go, a UPS Company. Brian earned a bachelor’s degree in Finance from the University of Georgia and an MBA from Emory University.

BRITTANY MOELLER is the Southeast region head of Private Wealth Management. Prior to her current role, she advised ultra-high net worth entrepreneurs, family offices, and select institutions including foundations and endowments. Before that, Brittany served as chief of staff to the chief executive officer and the chief operating officer of the Private Wealth Management business. She joined the firm in 2007 as an analyst and was named managing director in 2019. Brittany co-heads the Goldman Sachs Women’s Council for private wealth management. An active member in the Atlanta community, Brittany serves on the Board of Directors of Endeavor Atlanta, the Alliance Theatre, and the Metro Atlanta Chamber Innovation & Entrepreneurship Advisory Board. Brittany also serves as president of the Board of Directors of the Multi-Agency Alliance for Children and is a member of the Rotary Club of Atlanta. Brittany earned a BS in Finance and Marketing from the Stern School of Business at New York University. She and her husband David live in Atlanta with their two daughters.

KEYNOTE INTRODUCTION BY CHEVY ARNOLD, EY Managing Director, EY Private, Entrepreneur Of The Year® Americas Deputy Director and Southeast Program Director | Entrepreneurial Winning Women Central Region Champion As a Managing Director in EY Private, Chevy is responsible for building relationships with entrepreneurs, emerging growth companies, privately held businesses, and VC/PEbacked companies across EY’s service lines and market sectors. In addition, she serves as the Entrepreneur Of The Year® Americas Deputy Director and Southeast Program Director, US Central region Entrepreneurial Winning Women Champion, and US Central region Private Equity market board member. She has an extensive business network spanning early-stage, venture and middle market privately held companies, private equity firms, transaction intermediaries and professional service providers. During her 25+ year career, Chevy has advised businesses from start-up ventures to Fortune 500 companies across a variety of industries, including healthcare, manufacturing, electronics, consumer products, financial services and information technology. Before joining EY, Chevy served as Chief Executive Officer of CEA Consulting, Inc. The firm advised entrepreneurs and privately held companies on effective growth and exit strategies. Clients were typically in a rapid growth phase and sought advice on capital sourcing options or were considering strategic and financial alternatives to monetize their success. Chevy also spent many years in middle-market investment banking. Most recently, she was a Director at Genesis Capital, an independent investment and merchant banking firm, providing M&A and capital raising advisory services to leading corporations, private companies and family owned businesses. She also served as a Vice President with The Lenox Group LLC (Lenox) where she raised capital and performed merger and acquisition advisory services for lower middle-market companies. Before joining Lenox, she worked at several large corporate finance advisory firms, including the Mergers & Acquisitions practice at Ernst & Young Corporate Finance LLC, the Global Corporate Finance practice at Arthur Andersen LLP, and Wachovia Securities, Inc. Before earning her MBA, Chevy spent four years as a management consultant with Ernst & Young’s Healthcare Consulting practice and Accenture’s Information Technology group. She is married and the mother of three boys (two of earned the rank of Eagle Scout in Boy Scouts and one is on his way). In addition to spending time with family, she enjoys tennis, mountain biking, snow skiing and scuba diving.

2022 CONFERENCE AGENDA

**PLEASE NOTE ALL TIMES ARE EASTERN STANDARD TIME**

MONDAY, FEBRUARY 7 1:00PM • Registration Open 3:00 PM • •

Meeting Spaces Open Location: Skelton Exhibit Hall Dealmaker’s Lounge Open (sponsored by Smith Gambrell Russell) Location: Prefunction

4:30 PM-8:00 PM • Opening Reception (sponsored by Chatham Capital) Location: Outdoor Tent & Hagood Atrium

TUESDAY, FEBRUARY 8 7:00 AM • • •

Registration Open until 4:00pm Meeting & Exhibitor Spaces Open Location: Skelton Exhibit Hall Dealmaker’s Lounge Open (sponsored by Smith Gambrell Russell) Location: Prefunction

8:30 AM-10:00 AM • Reverse Capital Connection ALL INVESTMENT BANK & MEZZANINE LENDERS ARE REQUIRED TO BE AT THEIR BOOTH Location: Skelton Exhibit Hall 9:15 AM-10:15 AM • Panel Session Technology Transformations in M&A Location: Hagood Atrium 10:30 AM-12:00 PM • Opening Session featuring the Keynote Conversation with Marc Gorlin (Roadie) & Brian Dykes (UPS) Location: Trammell, Devore, Dodd 12:00 PM-1:00 PM

Lunch

Please find more detail about our esteemed panelists and moderators on our Speakers Page.

1:00 PM-2:00 PM • Concurrent Panel Sessions Opportunities & Optimism: M&A Deal Trends (sponsored by Troutman Pepper) Location: Trammell, Devore, Dodd What’s Driving Value? Opportunities in Healthcare (sponsored by Fifth Third) Location: Hagood Atrium 2:00 PM-3:30 PM • PE Marketplace PRIVATE EQUITY EXHIBITORS ARE REQUIRED TO BE AT THEIR BOOTH Location: Skelton Exhibit Hall 3:30 PM-4:30 PM • Concurrent Panel Sessions Overcoming Deal Challenges: A Corporate View (sponsored by Eversheds Sutherland) Location: Trammell, Devore, Dodd 2022 Deal Market Update (sponsored by RSM) Location: Hagood Atrium Tuesday Evening - Private Dinners and events

WEDNESDAY, FEBRUARY 9 7:00 AM • • •

Registration Open until Noon Meeting Spaces Open These are first come/first served Dealmaker’s Lounge Open (sponsored by Smith Gambrell Russell) Location: Prefunction

8:30 AM-9:45 AM •

INVITATION ONLY - Marketplace as part of the ACG South Growth Symposium featuring the South’s fastest-growing companies One-on-One “Speed meetings” with PE and IB firms Location: Skelton Exhibit Hall

9:00 AM-10:30 AM • INVITATION ONLY - Corporate Development Roundtable 12:30 PM-1:30 PM • INVITATION ONLY - ACG South Growth Symposium Lunch

Please find more detail about our esteemed panelists and moderators on our Speakers Page.

Technology Transformations in M&A James Capo, OMEDA James Capo is the Chief Operating Officer at Omeda. Omeda is a first-party data management platform providing an end-to-end marketing automation, CDP, and subscription management solution. Capo leads Omeda’s technology, product development, client success, sales, and audience operations teams at Omeda. Previously James served as Vice President of Digital Services and Business Development at Access Intelligence. At Access Intelligence, Capo was charged with developing new digital products and partnerships that focus on end-user engagement, data capture, customer insights, and revenue generation. At Cygnus Business Media, Capo was publisher of multiple media brands, lead the development of mobile and tablet applications, as well as multiple new digital product launches. Capo also spent 7 years in technology and sales at the Associated Press working primarily developing new products and production workflows for TV broadcasters.

Nick Maglaris, SAP As Vice President of the Midmarket Strategic Innovations Team for SAP, Nick Maglaris is responsible for identifying, incubating, and orchestrating new routes to market for SAP’s North America Midmarket business. As people have become the scarcest resource, Nick has developed a force multiplier approach by orchestrating Financial, Advisory and Consulting Organizations to drive digital transformations to one voice. This allows for the development of relationship capital as the foundation to provide value across each participating organization within the investment lifecycle. The trust that these organizations have placed into the model have produced the SAP Private Equity Operating Partner Council, the SAP Technical Advisory Program and the SAP M&A Ambassador Program. Nick’s began his career at SAP in 2007 and has a strong background working directly with customers and partners during his tenure. Prior to SAP, Nicks entrepreneurial spirit and technical experience with various software vendors and Big 4 Consulting organizations support his deep-rooted understanding of how business and technology intersect to establish the foundation for growth and the development of new revenue streams for organizations. Nick received his Bachelor’s of Science in Computer Science from Northern Illinois University and is based out of Chicago.

Robin Samples, Moore Colson Robin Samples, CPA, is a Partner and Transaction Services Practice Leader at Moore Colson. She has over 20 years of experience working in financial advisory, mergers and acquisitions, and restructuring. At Moore Colson, Robin provides clients with strategic consulting on buy-side and sell-side transaction services and helps execute growth initiatives for the Consulting Practice. After starting her career at PricewaterhouseCoopers in restructuring, Robin joined KPMG’s transaction advisory team in 2004. Since that time, Robin has worked on hundreds of transactions across several industries, including manufacturing and distribution, technology, healthcare, restaurant, retail, professional services and construction. She has provided both buy- and sell-side financial due diligence to private equity and strategic clients in transactions ranging from $10 million to $1 billion. Robin also recently led the financial due diligence practice in Atlanta for an international tax and financial advisory firm and was the firm’s southeast regional leader of Women’s Inclusion. Robin has a Bachelor of Science in Accounting from Clemson University and a Master of Accountancy from the University of Georgia. She is a Certified Public Accountant in the state of Georgia and a member of the American Institute of Certified Public Accountants and the Association for Corporate Growth.

William “Bill” Wade, Company.com Bill is the founder of Company.com. Founded in 2008, Company.com offers a unique Digital Experience Platform (DXP) that specializes in reducing time-to-value of integration, modernization and digital transformation initiatives. By building connected experiences that are technology-agnostic via micro-architecture and developer-friendly tools, the Company.com DXP allows businesses to deliver the value of a modern digital platform regardless of the challenges they face with their legacy infrastructure. Implementation use-cases include B2B ecommerce; customer and partner portals; intranets; headless APIs; and more. For more information on Company.com, please visit www.company.com or email media@company. com. Bill founded over 25 companies over several decades focused on innovation and technology advancement in the fintech, payments, B2B services, real estate, construction, Biotech, hospitality, data security and compliance, social media, analytics, gaming, and e-commerce sectors. Bill lives between Rosemary Beach Florida and Atlanta Georgia with his wife, Robin. Bill and Robin have four children residing in Berlin, Atlanta, and Nashville. Bill is an avid skier, accomplished chef, and a retired drummer from his youth, always looking for an amateur band to complement family, travel, and business.

Moderator: John Fitzgerald, Grata John Fitzgerald, Vice President of Sales at Grata, brings over 30 years of leadership experience in financial services and technology. Having created and scaled businesses in investment banking, venture capital, and software & information services companies, John has a refined perspective on the impact of technology across the private company investing ecosystem.

Opportunities & Optimism: M&A Deal Trends

SPONSORED BY:

Linnea Geiss, PDI Panelist Linnea Geiss joined PDI in 2018 and brings over 20 years of global experience spanning operations, investing, strategy and corporate development. As the COO for PDI, Linnea leads a team of more than 1,000 global employees and oversees all product, engineering and professional services operations, M&A and marketing functions. She helps develop and execute organic and acquisition-driven initiatives to drive growth and strategic positioning across global markets, with a focus on delivering solutions that transform customers’ businesses and enable them to achieve their goals. Prior to joining PDI, Linnea served as head of Strategy and Corporate Development for NCR Corporation, as a venture capitalist with Arcapita, and in a variety of operating roles with Radiant Systems. Her global transaction and business experience spans 6 continents and over 30 countries, and she has structured a wide variety of transactions in both public and private markets. Linnea is married to Wade Gallagher and lives in Atlanta, Georgia with their two young children, Declan (age 10) and Bailey (age 5).

Cardell McKinstry, Aprio Cardell is a partner in the Transaction Advisory Services group at Aprio. Cardell has over 15 years of tax consulting experience serving clients across a wide range of industries, including construction, distribution, financial services, manufacturing and telecommunications. Prior to joining Aprio, Cardell was a senior director with the Alvarez & Marsal Transaction Tax Group and a former member of the Mergers & Acquisitions Transaction Services Group at Deloitte & Touche, LLP. Cardell focuses on advising financial and strategic clients on the tax aspects and structuring of taxable and tax-free transactions. These include mergers and acquisitions, dispositions, restructurings, leveraged buy-outs and recapitalizations. He has been involved in all aspects of due diligence, transaction structuring and reviews of transaction-related documents.

Gary Denning, Balmoral Advisors Gary Denning is a Senior Advisor to Balmoral Advisors, a middle market investment bank, where he focuses on M&A transactions in chemicals, building products and plastic packaging. Last year he was Interim Head of Corporate Development for GCP Applied Technologies, a global provider of construction products and technologies which has agreed to be acquired by Saint Gobain for $2.4 billion. He has had interim and advisory roles for a variety of other chemical, building product and packaging companies over the last four years. He previously was the VP and Head of Corporate Development and M&A at Axiall Corporation, a $5 billion revenue Atlanta-based public company that produced chemicals and building products. Gary was a member of the executive team that led the sale of the company to Westlake for $3.8 billion. Prior to the sale of the company, Gary led the refining of the portfolio by selling off four non-core divisions. Gary also worked with Lone Star Funds to acquire Arclin Inc., a $500 million industrial company in Roswell, GA and was on the Board for over four years before it was sold to Jordan Company for a substantial profit. He has served on three other Boards in recent years. Prior to joining Axiall, Gary spent 17 years in investment banking at Chase Manhattan Bank, Bear Stearns and Houlihan Lokey. He has worked on over 170 M&A transactions over the past twenty-five years. Gary has a BA from Duke University, an MBA from Fordham and an MA from Emory.

Michael Rost, PNC Riverarch Capital Mike worked at PNC Equity Partners before establishing PNC Riverarch Capital in 2011. Previously, he was in the Investment Banking group at Schneider Downs where he focused on mergers and acquisitions and private placements. Mike received a bachelor of arts in business administration from the University of Notre Dame. He also received an M.B.A. from the Kenan-Flagler School of Business at The University of North Carolina. Mike was previously a director of Authority Brands, Carbon’s Golden Malted, Environmental Express, North American Breaker Company, LawLogix, Precision Aviation Group and Steelite International. He is currently a director of Empire Group, Feeders Supply, Forta, Fresh Direct Produce, Pirtek Europe, and Safco Dental Supply.

Phil Theodore, McGriff Phil Theodore joined McGriff after practicing law as a transactional and corporate lawyer for more than 40 years. He practiced with King & Spalding in Atlanta from 1981 through 2003. After leaving King & Spalding, he served as the General Counsel of three well-known Atlanta public companies. During his career, Mr. Theodore participated in scores of public and private M&A transactions, either as outside counsel or as the General Counsel of his company. His experience includes buy- and sell-side transactions for public and private companies in a wide variety of industries.

Moderator: Alec Watson, Troutman Pepper Alec takes a business-minded approach to advising private equity funds, along with both private and public companies, in connection with various equity and debt investments, acquisitions and divestitures, and other general corporate and financing transactions. He represents private equity funds of all sizes, from those with billions of dollars under management to smaller deal-by-deal funds, as well as family offices and other alternative investment funds. These representations typically cover the full life cycle of investment activities, beginning with the initial acquisition and/or equity investment and continuing with ongoing general corporate work for the portfolio company, add-on acquisitions and the eventual exit. While many of these equity investments are control deals, he regularly represents private equity funds in minority co-investments.

What’s Driving Value? Opportunities in Healthcare

SPONSORED BY:

Matt Goldin, Warren Averett Matt Goldin leads the Transaction Advisory Services Practice and also participates in the Audit division for the Atlanta office. He focuses his practice on serving clients in the healthcare, industrial services, manufacturing, and distribution industries and has extensive experience in assisting companies that are highly acquisitive or positioning themselves to sell. Matt is one of the firm’s experts in purchase accounting, cash flow management, business profitability analysis and quality of earnings studies. Matt also advises clients on issues related to ownership structure, expansion projects and accounting function centralization. In his spare time, Matt enjoys mentoring professional athletes on financial management and wealth creation. Before joining Warren Averett, Matt was a member of the KPMG audit practice. Matt resides in Roswell with his wife and three children.

Andrea Malik Roe, CRH Healthcare As President and co-founder of CRH, Andrea brings significant corporate finance experience to advise the clinic and regional levels on capital efficient operations. Her substantial M&A expertise also enables CRH to execute best-in-class transactions in accordance with our buy, build, and run strategy. Prior to CRH, Andrea was a Director at Arcapita, a Bahrain-based private equity firm with $9 billion in assets under management, and focused on investments in the U.S. healthcare sector, where she served as the Healthcare Sector leader since 2010. She most recently served on the Board of Directors of Meridian Surgical Partners and PODS. When owned by Arcapita, she worked with Smart Document Solutions (now Ciox), TLC Health Care Services, Caribou Coffee (NASDAQ:CBOU), Cirrus Aircraft, and Cypress Communications. Prior to joining Arcapita, she was an Analyst at Bowles Hollowell Conner (now part of Wells Fargo Securities). Andrea holds a BS in Analytical Finance, magna cum laude, from Wake Forest University, and an MBA from the Kellogg School of Management at Northwestern University, where she graduated with Distinction

Jerry Nowlin, MSouth Equity Partners Mr. Nowlin joined MSouth in 2015. Prior to joining MSouth, Mr. Nowlin most recently worked at Thomas. H. Lee Partners, a private equity fund based in Boston, as an associate in the Consumer & Healthcare vertical. Prior to joining Thomas H. Lee Partners, Mr. Nowlin was an analyst in the Consumer & Retail group at Barclays Capital. Mr. Nowlin is a graduate of the University of Georgia Terry College of Business where he received his B.B.A. in Finance and Accounting.

Ira Moreland, ICV Partners Prior to joining ICV, Mr. Moreland was most recently Managing Director and Group Head of the Financial Sponsors Group at a regional investment bank where he oversaw the firm’s investment banking and leveraged finance efforts with private equity firms. Previously, Mr. Moreland was a Managing Director at Banc of America Securities, providing capital raising and mergers and acquisitions advice to midsized companies. Before Banc of America Securities, he spent six years at Citigroup in the Financial Sponsor and Real Estate Finance Groups. Mr. Moreland previously served on the Advisory Board of Seidler Equity Partners, LLC and has served on a host of non-profit boards including the Board of Trustees of the Latin School of Chicago. Mr. Moreland currently serves on the Children’s Healthcare of Atlanta Foundation Board of Trustees. Mr. Moreland holds a BA degree in accounting from Morehouse College and a Masters in Business Administration from the University of Chicago.

Moderator: McNeill Wester, Coker Capital McNeill Wester is a Managing Director with Coker Capital. He brings over two decades of investment banking and legal experience to the firm. Prior to joining Coker Capital, Mr. Wester worked in investment banking with a focus on executing mergers and acquisitions for middle market companies at McColl Partners (now Deloitte Corporate Finance) and Fennebresque & Co. where he served as a Managing Director, General Counsel, and Founding Partner. Previously, he practiced law at Moore & Van Allen, where he advised clients on corporate and securities matters. Prior to beginning his legal career, he was a Financial Analyst in the investment banking division of First Union Capital Markets (now Wells Fargo Securities). Mr. Wester received a Bachelor of Arts in Political Science and Psychology from The University of North Carolina at Chapel Hill and a Juris Doctorate from the School of Law at The University of North Carolina at Chapel Hill, where he served as an editor on the North Carolina Banking Journal. Outside of Coker Capital, he is active in his support of The University of North Carolina through a local scholarship organization. He enjoys sports and can be found many Saturdays coaching youth basketball.

Overcoming Deal Challenges: A Corporate View

SPONSORED BY:

Bob Nardelli, XLR-8, LLC Widely recognized as one of the best operating executives in the United States, Bob Nardelli has grown the sales and profits of a number of multinational corporations. During his nearly 30-year tenure at GE, he quadrupled operating profits for GE Power Systems. As chairman and CEO of The Home Depot he doubled the size of the Company. And, as chairman and CEO of Chrysler he helped save Chrysler and its iconic brands when the American auto industry began to collapse. His firm, XLR-8, LLC, Investment & Advisory Co., combines his 47-plus years of experience augmenting business performance with a team of professionals that has unparalleled skills in fixing and growing companies. XLR-8 helps companies identify weaknesses and improve performance. Bob Nardelli serves as a Partner and Senior Advisor to Emigrant Capital Corp.; Senior Advisor to EY, among others plus a number of equity investments. He sits on the Board of Directors for BWXT Technologies, Inc., plus on the board of a number of private equity investment firms.

Todd Giustiniano, Carr Riggs Ingram Todd Giustiniano has over 33 years of experience in public accounting and private industry. Todd is the partner in charge of consulting services based out of the New Orleans office. He has held executive level finance and operations positions in private companies in healthcare, technology, manufacturing, and investment banking. A significant portion of his experience has been in consulting and executing various capital raising and mergers and acquisition transactions, both in the private and public markets, along with performing due diligence, valuations, and quality of earnings reviews. He is also lead partner for the firm’s Transaction Advisory Services (TAS) practice. Todd received both his bachelors and masters in accounting from the University of New Orleans.

Jonathan Lanken, Cox Communications Jonathan Lanken is an Executive Director of M&A at Cox Communications, the largest private telecom company in America, serving six million homes and businesses across 18 states. He is responsible for developing and executing strategic transactions for Cox Communications covering a wide variety of TMT-related verticals. Prior to joining Cox, Jonathan was senior financial advisor to clients in the TMT sector at a number of leading international advisory firms, including Perella Weinberg Partners, Lazard Freres and Nomura International. Jonathan holds a BA from Harvard College.

Kunal Patel, Fleetcor Kunal Patel is a Corporate Development Manager at FLEETCOR Technologies, a leading global business payments company, that simplifies the way businesses manage and pay their expenses. FLEETCOR has deployed ~$10B of capital into M&A in the last 10 years. Kunal supports evaluating new market opportunities, sourcing and closing acquisitions, and developing value creation plans. Prior to supporting M&A efforts, Kunal has held several roles at FLEETCOR, including a variety of strategy and growth roles in their domestic business. He holds a B.A. in Economics from Vanderbilt University.

Dustin Renn, Paya Dustin Renn has a wealth of experience establishing and leading accretive M&A strategies and execution, in addition to deep knowledge of integrated payments and software. As Head of Paya’s Corporate Development and M&A function, he supports Paya’s growth strategy though the identification, evaluation and execution of strategic partnerships and mergers and acquisitions. Dustin has more than 20 years of payments and software experience across strategy consulting, investment banking, private equity and corporate development roles and served in senior roles at Cardlytics, Greater Sum Ventures, Equifax and Global Payments. His early career includes Financial Institutions investment banking with Goldman Sachs & Co and strategy roles with Capital One, and Booz Allen Hamilton. He holds an MBA from the University of Virginia’s Darden Graduate School of Business and a B.S. in Economics from Vanderbilt University.

Moderator: David Phillips, Eversheds Sutherland David Phillips has more than 20 years of experience—both in private practice and as a senior legal officer for a large, publicly traded manufacturer of chemicals and building products. Mr. Phillips advises clients on a broad range of corporate governance matters and complex business transactions, including mergers and acquisitions, divestitures, strategic investments, capital formation, debt and equity restructurings, and securities offerings. David’s extensive experience includes counseling companies operating in the manufacturing, technology and distribution sectors on their most strategically significant matters, including advising some of the nation’s leading chemical, building products and consumer goods companies in connection with their acquisitions and dispositions. He also regularly represents private equity funds in their portfolio investments as well as sponsors in connection with fund formation and regulatory matters affecting funds and fund sponsors.

2022 Debt Market Update

SPONSORED BY:

Reese Henson, Cadence Bank Reese Henson is a Senior Vice president with Cadence Bank. He has over 10 years of banking experience, the majority of which have been spent working with companies in the lower middle market. His primary focus at Cadence Bank is provide working capital and/or growth capital to companies with $50-500 million in revenue in a variety of industries. Reese has extensive experience with private equity sponsored transactions, cash flow lending, and acquisition financing.

John McCarty, Star Mountain Capital John McCarty is a Managing Director and Investment Committee Member for Star Mountain Capital, a New York City-based lower middle market alternative investor with approximately $2.5 billion under management. John leads the Atlanta office for Star Mountain and is responsible for originating, executing and managing direct debt and equity investments. John has over 20 years’ experience in private credit, private equity and investment banking and was previously a Partner with Peachtree Equity Partners, an Atlanta-based SBIC fund. John began his career in the New York M&A groups of Banc of America Securities and DLJ / CSFB. John has a B.S. from the University of Pennsylvania’s Wharton School.

Mike Parisi, Alston & Bird Mike Parisi is leader of the Corporate Debt Finance Team. He represents both private credit and bank lenders in structuring, negotiating, and documenting asset-based and cash-flow secured loan transactions. Mike has extensive experience in acquisition financing, cross-border financing, intercreditor and interlender issues, debt restructurings, and secured creditor and bankruptcy rights. His experience extends across a wide range of industries, including technology, health care, restaurants and other franchised business models, marine services, retail and consumer products, meals, and mining and manufacturing. Mike is featured as one of the leading Georgia lawyers for banking and finance in Chambers USA: America’s Leading Lawyers for Business. He was named to the 2019-2022 editions of The Best Lawyers in America© in the area of banking and finance law. He was selected as a member of the Daily Report’s “On the Rise” class on 2017. In 2014, Mike was named among the “Legal Elite,” Corporate Law by Georgia Trend magazine, and named a “Georgia Rising Star,” in Securities & Corporate Finance and Business/Corporate by Super Lawyers 2013– 2018. Mike served as clerk to Judge Ginny Granade of the U.S. District Court for the Southern District of Alabama from 2005-2007. He graduated with honors from Emory University School of Law, where he acted as the executive articles editor for the Emory International Law Review.

Subhadra Shrivastava, LBC Credit Partners Subhadra joined LBC Credit Partners in 2019 as a Managing Director responsible for origination. She brings over 20 years of investment banking experience having previously worked as a Managing Director at Chatham Capital as well as Director and Vice President in the Leveraged Finance groups at SunTrust Robinson Humphrey and Bank of America Merrill Lynch, respectively, working on M&A and LBO financings across various industries. Prior to that, she worked at Deutsche Bank and BNP in Singapore covering project financing for infrastructure projects in Asia. Subhadra started her career as an auditor at KPMG and has a Bachelors and Masters of Accountancy from Nanyang Technological University in Singapore as well as an MBA (with Honors) from Wharton Business School, University of Pennsylvania.

Moderator: Tony Wood, RSM Tony Wood is a principal and national practice leader of RSM’s Private Client Services. He also serves as the Global practice leader for RSM Family Office Services. His responsibilities focus on the client experience by developing tax and advisory solutions for the specific needs of business owners of highly successful privately held businesses, Single Family Office and ultra-high net clients. In his role, Tony focuses on building continuity and structure between the private client services and multiple RSM practices. Through his ongoing leadership, Tony fosters a consistent client experience and delivery model to support RSM professionals and client service coordinators to serve clients’ needs holistically, promoting a clear understanding of the connection and integration of all RSM service offerings. This approach entails collaboration among the RSM US tax professionals, RSM Global, and advisors who complement each other, and work together in the design, execution and implementation of financial and business planning. Tony has more than 30 years of senior leadership and practice development success in the accounting profession. Prior to joining the RSM, Tony’s firm guided many of the top U.S. accounting firms, private banking firms, Family Offices and law firms in re-engineering business models, creating national platforms, enriching business development and marketing techniques, and devising new distribution channels to serve clients.

PLATINUM SPONSOR

Meet Cadence Bank – New M&A South Platinum Sponsor Cadence is a leading C&I lender focused on the Middle Market with a Southeastern footprint and nationwide coverage.

Lending Expertise Includes:

About Us:

• Private Equity Sponsored Transactions

• Total Assets: $47.8 billion

• Cash Flow Lending

• Total Deposits: $40.7 billion

• Acquisition Financing

• Total Loans: $26.5 billion • Assets Under Management: $23.0 billion

Atlanta Middle Market Team

BJ Green

Executive Vice President Head of Atlanta Commercial Banking bj.green@cadencebank.com 404-239-8646

Preston McDonald

Reese Henson

Senior Vice President

preston.mcdonald@cadencebank.com 404-328-4525

reese.henson@cadencebank.com 404-266-4404

Recent Transactions

National Specialty Services Company

Regional Specialty Metal Distributor

Private Equity Firm

Southeast, USA

$43,000,000

$40,000,000

$20,000,000

TERM DEBT FACILITY & ACQUISITION LINE OF CREDIT

REVOLVING AND TERM DEBT FACILITY

CAPITAL CALL LINE OF CREDIT

National Convenience Store Operator

National Home Improvement Company

Regional Construction Company

Southeast, USA

Midwest, USA

Southeast, USA

$30,000,000

$19,000,000

REVOLVING AND TERM DEBT FACILITY

TERM DEBT FACILITY

REVOLVING CREDIT FACILITY

cadencebank.com | 1-800-636-7622

GOLD SPONSORS

GRATA.COM

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RECEPTION SPONSOR CHATHAM C

One-Stop Finance Fir m with over $1 Billion Managed Chatham Capital is actively seeking new opportunities to invest in lower-middle market companies. Chatham’s financing will meet a wide range of needs, including organic growth, acquisitions, management buy-outs, corporate divestitures, recapitalizations, turnaround situations, distressed debt, and bridge loans. Since 2001, Chatham has provided flexible capital solutions to companies to further their growth and allow ownership to realize its goals. INVESTMENT CRITERIA  Proven, well-balanced management team with significant personal capital at risk or a substantial equity sponsor  Favorable industry outlook for sustainable revenue growth  Leading market position or defensible niche  Strong free cash flow

Brian Reynolds brian@chathamcapital.com

   

INVESTMENT STRUTURE Investment size: $2-$60 million Senior debt, unitranche, second lien loans, and equity co-investment Cash flow and enterprise value based loans Independent sponsored, private equity sponsored and direct (non- sponsored)

Jeff Hagar jh@chathamcapital.com 1230 Peachtree Street NE, Suite 1750 • Atlanta, Georgia 30309 tel 770-618-2100 • fax 770-618-2101 www.chathamcapital.com

T E AM & APPROACH  Our experience and firm structure enables us to be fast, flexible and dependable  Willing to co-invest with other knowledgeable investors and committed to building long term relationships with other financial firms  Experienced in creatively structuring complex difficult transactions

Kendal Strickland ks@chathamcapital.com

GROWTH SPONSORS

Forward, Faster. Find out how our platform can accelerate your digital transformation. Free Customer Experience Consultation for ACG members. Learn more at ACG.Company.com

Protect your investment From change management to employer-related compliance, there are a lot of moving parts to the human capital piece of an M&A deal. See how you can minimize risks and maximize your investment with the Insperity® Capital Growth Program, where human capital meets private capital.™ Insperity is proud to be endorsed by ACG as the preferred human resources solution for middle market companies. FULL-SERVICE HR | EMPLOYEE BENEFITS | HR TECHNOLOGY

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www.nperspective.com Opening New Offices in Atlanta in 2022!

We’re up to speed, so you can go full speed. SEE CHALLENGES BEFORE THEY’RE CHALLENGING. To make confident decisions about the future, middle market leaders need a different kind of advisor. One who starts by understanding where you want to go and then brings the ideas and insights of an experienced global team to help get you there. Experience the power of being understood. Experience RSM. rsmus.com

RSM US LLP is the U.S. member firm of RSM International, a global network of independent audit, tax and consulting firms. Visit rsmus.com/aboutus for more information regarding RSM US LLP and RSM International.

SILVER SPONSORS

Experience a smoother path to value. Successful transactions require a true understanding of your goals and an independent perspective throughout the process. From pre-deal strategy through closing and post-transaction realization, Aprio advisors use a holistic approach. We go beyond routine financial, tax and information technology due diligence to limit risk and ensure a more efficient transaction process that creates lasting shareholder value.

For more information, contact: Michael Levy

Cardell McKinstry

Partner-in-Charge, Private Equity Services

Partner, Private Equity Services

michael.levy@aprio.com

cardell.mckinstry@aprio.com

770.353.7168

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Learn more at Aprio.com

Ashley Steele

Phil Theodore

Andrew Belisle

McGriff is proud to be a sponsor of M&A South 2022. McGriff.com

We look forward to connecting with you!

WHEN YOU NEED CAPITAL THAT GOES BEYOND,

WE GET THE DEAL DONE. _

PNC BUSINESS CREDIT | Acquisition. Expansion. Recapitalization. Turnaround. Today, realizing your vision requires capital that goes beyond the numbers, beyond borders and beyond traditional asset-based lending. You can count on our expertise and resources to help you realize your vision for tomorrow. Mid-size companies and private equity firms alike count on our consistency and track record of performance year after year to get their deals done. Learn more at www.pnc.com/donedeal, or contact Virginia Kiseljack at 404-877-5835 or virginia.kiseljack@pnc.com. ASSET-BASED LENDING

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PNC is a registered mark of The PNC Financial Services Group, Inc. (“PNC”). Lending products and services are provided by PNC Bank, National Association (“PNC Bank”), a wholly-owned subsidiary of PNC and Member FDIC. Asset–based lending is provided by PNC Business Credit, a senior secured lending division of PNC Bank, and its subsidiaries. In Canada, the Canadian federally regulated branch of PNC Bank, PNC Bank Canada Branch provides various bank products and services. Deposits with PNC Bank Canada Branch are not insured by The Canada Deposit Insurance Corporation or by the United States Federal Deposit Insurance Corporation. In the UK, lending products are provided by PNC Financial Services UK Ltd., which is an indirect wholly-owned subsidiary of PNC Bank. Lending and leasing products and services, as well as certain other banking products and services, require credit approval. ©2021 The PNC Financial Services Group, Inc. All rights reserved. CIB BC PDF 0519-0162-1260402

Purchasing Power serves hundreds of organizations as a voluntary benefit that gives traditionally credit

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Better Choice Less costly alternative to high-interest loans, high-interest revolving credit cards, or rent-to-own. “Purchasing Power” is a registered trademark of Purchasing Power, LLC. Other trademarks or registered trademarks used are the property of their respective owners. Pub. Date 01.2022 © 2022 Purchasing Power, LLC. All rights reserved

Learn more at corp.PurchasingPower.com

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Outperform your peers Complete 55% more deals Return 8.3 points higher IRR

DEALMAKER’S LOUNGE Smith Gambrell Russell is proud to support

M&A SOUTH 2022

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KEYNOTE SPONSOR Where will you find a perspective that keeps pace with your ambitions? 90% of our clients are private, yielding experience that’s practical and deep. #AmbitionUnlocked

For additional information contact: Chevy Arnold at chevenry.arnold@ey.com

CONTENT SPONSORS

Focused on your needs Local knowledge. Global reach. Global 20 Firms ranked 10 in the world based on broadest global reach and most significant international matters th

– Law360, 2019

The Eversheds Sutherland Mergers & Acquisitions practice recognized 20th globally by volume – Mergermarket, as of Q3 2021

Among Top 20 Law Firms Best at Innovation – BTI Consulting Group, 2019

15th ranking in the 2020 Acritas Global Law Firm Brand Index – Acritas, 2020 eversheds-sutherland.com © Eversheds Sutherland Ltd. 2022. Attorney Advertising.

Growing with you. We know deals. Every day, our 200+ corporate attorneys across 23 offices handle complex transactions in all industry sectors. troutman.com Troutman Pepper Hamilton Sanders LLP

Fifth Third Capital Markets proudly supports M&A South. Colby Schwartz Managing Director, Sponsor Coverage 678-237-4378 – Colby.Schwartz@53.com

Fifth Third Capital Markets is the marketing name under which Fifth Third Bank, National Association, and its subsidiary, Fifth Third Securities, Inc., provide certain securities and investment banking products and services. Fifth Third Capital Markets offers investment banking++, debt capital markets+, bond capital markets++, equity capital markets++, financial risk management+, and fixed income sales and trading++. Fifth Third Bank, National Association provides access to investments and investment services through various subsidiaries, including Fifth Third Securities. Coker Capital Advisors is a division of Fifth Third Securities. Fifth Third Securities is the trade name used by Fifth Third Securities, Inc., member FINRA / SIPC, a registered broker-dealer and registered investment advisor registered with the U.S. Securities and Exchange Commission (SEC). Registration does not imply a certain level of skill or training. Securities and investments offered through Fifth Third Securities, Inc.: Are Not FDIC Insured

Offer No Bank Guarantee

Are Not Insured by any Federal Government Agency

May Lose Value Are Not a Deposit

+ Services and activities offered through Fifth Third Bank, National Association. ++ Services and activities offered through Fifth Third Securities, Inc. For more information, visit: 53.com/capitalmarkets

LANYARD SPONSOR CUSTOMIZED PRIVATE EQUITY STRATEGIES More value for the middle market

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WOMEN’S NETWORKING A CUSTOMIZED, VALUE-ADDED APPROACH FOR EVERY DEAL Our advisory team participated in more than 140 transactions last year valued at over

$3 BILLION.

Let us help you find the right solution for your deal. We’re here for you.

Hanny.Akl@warrenaverett.com | 205.769.3306 Matt.Goldin@warrenaverett.com | 770.393.6387 Daniel.Valle@warrenaverett.com | 205.769.3345

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COMMUNITY WORTH CONNECTING

T H E POWER OF C O M M U N I TY I S MO R E IMPORTANT TH A N E VE R . Empower yourself and your business. Join ACG today and gain the strength of thousands of middle-market allies. Learn more and sign up/apply for membership with your local chapter today at ACG.org. Or inquire directly at membership@acg.org.

BRONZE SPONSORS

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Private Equity | Family Office | M&A

YOUR FUTURE. OUR FINANCIAL EXPERTISE. COMMERCIAL BANKING CAPITAL MARKETS PRIVATE WEALTH

Brown & Brown’s Specialty Risk Solutions team creates value beyond placing your insurance. Delivering integrated solutions to both strategic acquirers and financial sponsors, our team provides you with the specialized skills, experience and knowledge required to keep your transaction on track. BBrown.com

Jackson.Bender@BBrown.com | 404.354.9894 Joe.Ehrlich@BBrown.com | 646.358.8536 Beecher Carlson Insurance Services, LLC

Patrick D. Putman Managing Director 404-926-2431 patrick.putman@cibc.com

Unlock the power of spend to drive your business forward. Business Spend Management provides the holistic, uniﬁed view of all spend you and your portfolio need to deliver proﬁtability, performance, and purpose.

Business Spend Management (BSM) is the method to harness the power of spend. Businesses that capitalize on the power of spend through the practice of BSM can deliver purpose, performance, and profitability. BSM provides a holistic, unified view of all spend and the ability to make decisions quickly while mitigating risks. With data and insights at their fingertips, businesses can use BSM to navigate today’s dynamic environment.

Learn More on Coupa.com

Every angle, seen from your angle Cresa excels when it comes to looking at real estate from your perspective. We focus exclusively on occupiers, developing creative solutions and strategic approaches to move your business forward. Through our global integrated services platform, we find businesses the space they need to work, create, build and grow.

For more information, please contact: Andy Roberts, Principal aroberts@cresa.com 404.446.1866 direct

cresa.com

Brooks Morris, Principal bmorris@cresa.com 404.446.1564 direct

For over 25 years, Croft & Bender has provided superior M&A, private capital raising, and financial advisory services to middle-market and emerging growth companies. Below are representative transactions. C&B Client

Business Description

Buyer / Investor

SEI is a leading installer of insulation and other specialty building products.

We understand that the path to success isn't a straight line. Fulcrum is dedicated to building partnerships with dynamic leaders and growing companies. With 150+ years of operating experience, our investment team's expertise and network of operators enables leaders to position their companies for success by building teams, cultures, and operating discipline.

Industrial

Millwork Sales is a leading wholesale distributor of millwork, hardware and related parts in the Southeastern U.S.

Industrial

Rasa provides specialty re-flooring solutions to the multifamily end market. Industrial

TriLink Saw Chain is a leading global provider of chainsaw replacement parts and accessories.

Industrial

Medport is a leading, tech-enabled provider of healthcare financing solutions.

Healthcare

SaaS Tech-enabled Services Healthcare & HC IT

MediStreams is a leading provider of healthcare remittance, reconciliation and payment automation solutions.

Technology

Abacus Solutions is a world-class IBM i solutions provider.

$3-50 Million in Revenue

Technology

Business Services

Cumberland Group is a leading provider of enterprise technology solutions Members of Existing and services. Management Team Drive Automotive Services is a leading, full-service operator of automotive repair shops.

Consumer

$5-30 Million Investment

Project Da Vinci Da Vinci is a leading provider of innovative prescription drug management solutions.

Healthcare

Project Chalk Business Services

Project Iberia Consumer

Chalk provides tech-enabled consulting services to community financial Undisclosed Investor institutions.

Undisclosed Investor

Iberia is a leading tech-enabled real estate brokerage company.

Jeff Muir Partner

Jim Douglass Partner

Chad Hooker Principal

Frank X. Dalton Partner

Peter Franconi Vice President

Tom Greer Partner

Connor Winn Vice President

Philip Lewis Partner

Patrick Rowland Sr Associate

404-841-3131 • www.croft-bender.com

Generational has over

34,000 buyers in our global network.

Our DealForce app gives buyers access to the best investment opportunities in the middle-market. • HUNDREDS OF DEALS • INTUITIVE FILTERING • DETAILED PORTFOLIOS

Download the app today to access buyer-ready businesses.

Advertisement for the ACG Capital Connection Conference Details at: www.dealforce.com

416-625-2633

P2 Corporate Finance, LLC

rob@saplingfinancial.com Rob Hong, Co-Founder

Investment Banking

Sapling Financial Consultants works closely with PE firms to assist in value creation at the portfolio company level.

What sets us apart?

INNOVATIVE THINKING ENTREPRENEURIAL CULTURE EXCELLENT CLIENT SERVICE

P2 Corporate Finance, LLC is an independent investment bank and registered FINRA broker dealer based in Atlanta. The firm provides strategic, corporate finance, and mergers and acquisitions (M&A) advisory services to public and private firms in the following industries: § Consumer Products § Electric and Gas Utilities, Power § Energy Infrastructure: Midstream Energy & Pipelines § Healthcare § Industrials § Renewables and related services § Retail § Technology: FinTech/ Digital Assets-Blockchain

P2 Corporate Finance, LLC, member FINRA and SIPC.

(770) 608-7740 inquiries@p2ibank.com www.p2ibank.com

Data Analytics & Automation

    

Implementation of BI Systems Operational KPI Reports and Dashboards Due Diligence Analysis Client Segmentation & Lifetime Value Automation of Repetitive Tasks

Operating Tools  Plant Scheduling Tools  Project Pricing Tools  Activity-Based Costing Tools GPs and Portcos We Have Served

www.saplingfinancial.com

LETS BUILD GREAT We invite you to become acquainted with TAB Bank and learn about the may ways we are working to promote corporate growth and build great. We partner with private equity and other investor groups to create flexible financial solutions often necessary to complete leveraged buyouts, and mergers and acquisitions. We do this through a variety of asset-based structures. • • • •

Asset-Based Revolving Loans Accounts Receivable Financing Lines Of Credit Equipment Finance For The Trucking Industry

OUR LENDING SOLUTIONS CAN ALSO BE COMBINED WITH A FULL SUITE OF BUSINESS BANKING OPTIONS AND TREASURY MANAGEMENT SERVICES.

LEARN MORE

Unparalleled expertise, customizable financial solutions. Connect with our team today.

Chris Mitchell Phone: 404-432-7657 chris.mitchell@tabbank.com

4185 Harrison Blvd. Ogden, Utah 84403 P // 801.624.5000 tabbank.com

Trusted Advisors with Entrepreneurial Roots.

VRA Partners is an Atlanta-based, independent investment bank providing M&A, capital raising and strategic advisory services to

leading middle-market companies and private equity firms.

600+

COMPLETED TRANSACTIONS

$50B+ TRANSACTION VALUE

15+

YEARS SERVING THE MIDDLE MARKET TOGETHER

INVESTMENT BANKERS 3630 Peachtree Road NE Suite 1000 Atlanta, GA 30326

P 404.835.1000 F 404.835.1001 www.vrapartners.com

VRA PARTNERS, LLC IS A MEMBER FINRA/SIPC.

SPONSOR DIRECTORY

Atlanta ACG M&A SOUTH 2022 SPONSOR DIRECTORY Alston & Bird One Atlantic Center 1201 W. Peachtree Street NE Suite 4900 Atlanta, GA 30309 Website: www.alston.com Contact: Jason Goode - Partner Phone: 404-881-7986 Email: jason.goode@alston.com Aprio Five Concourse Parkway, Suite 1000 Atlanta, GA 30328 Website: www.aprio.com Contact: Michael Levy - Partner Phone: 770-353-7168 Email: michael.levy@aprio.com Beech Valley Solutions 834 Inman Village Parkway NE #230 Atlanta, GA 30307 Website: www.beechvalley.com Contact: Josh Tarica - Founder Phone: 404-271-9117 Email: josh@beechvalley.com Cadence Bank Buckhead Tower at Lenox Square 3399 Peachtree Road Suite 1900 Atlanta, GA 30326 Website: www.cadencebank.com Contact: Reese Henson – Senior Vice President Phone: 404-266-4404 Email: reese.henson@cadencebank.com Carr, Riggs & Ingram 4004 Summit Boulevard NE Suite 800 Atlanta, GA 30319 Website: www.cricpa.com Contact: Jeff Hawkins – Partner, Transaction Advisory Services Phone: 404-444-6902 Email: jhawkins@cricpa.com

Chatham Capital 1230 Peachtree Street NE Suite 1750 Atlanta, GA 30309 Website: www.chathamcapital.com

CRESA Global Inc 3475 Piedmont Road NE Suite 900 Atlanta, GA 30305 Website: www.cresa.com

Contact: Brian Reynolds - Founder & Managing Partner Phone: 770-618-2100 Email: brian@chathamcapital.com

Contact: Brooks Morris – Principal Phone: 424-400-9554 Email: bmorris@cresa.com

Lin Wang - Founder & Partner Phone: 770-618-2100 Email: lw@chathamcapital.com Cheryl Boyd - Partner Phone: 770-618-2100 Email: cb@chathamcapital.com CIBC Bank USA The Forum at West Paces 3290 Northside Parkway NW 7th Floor Atlanta, GA 30327 Website: https://us.cibc.com/en/ commercial.html Contact: Patrick Putman – Managing Director Phone: 404-926-2431 Email: patrick.putman@cibc.com Contact: Tim Roberts – Managing Director Phone: 404-926-2449 Email: timothy.roberts@cibc.com Citizens M&A Advisory 3550 Lenox Road NE Three Alliance Center, Suite 1200 Atlanta, GA 30326 Website: https://www.citizensbank. com/corporate-finance/mergers-andacquisitions/advisory.aspx Contact: Ryan Sugrue Phone: 404-461-4619 Email: ryan.sugrue@citizensbank.com Coupa 1855 South Grant Street San Mateo, CA 94402 Website: www.coupa.com Contact: Erika Johnson Phone: 604-649-4985 Email: Erika.johnson@coupa.com

Contact: Andy Roberts – Principal Phone: 404-680-2498 Email: aroberts@cresa.com CRI Capital Advisors 7035 Halcyon Park Dr Montgomery, AL 36117 Website: www.criadv.com Contact: Paul Evans, Partner Phone: 334-328-0988 Email: paul@criadv.com Croft & Bender LP 4401 Northside Parkway NW Suite 395 Atlanta, GA 30327 Website: www.croft-bender.com Contact: Christian Given – Director of Business Development Phone: 404-328-4837 Email: cgiven@croft-bender.com Crowe 3399 Peachtree Road NE Suite 700 Atlanta, GA 30326-2832 Website: www.crowe.com Contact: Andrea Castle – Office Managing Partner, Atlanta Phone: 404-495-7067 Email: andrea.castle@crowe.com DHG, LLP 191 Peachtree Street NE, Suite 2700 Atlanta, GA 30303 Website: www.dhgllp.com Scott Linch – Managing Partner, DHG Private Equity Phone: 704-367-7053 Email: Scott.Linch@dhg.com

Atlanta ACG M&A SOUTH 2022 SPONSOR DIRECTORY Ernst & Young LLP 55 Ivan Allen Jr. Blvd Suite 1000 Atlanta, GA 30308 Website: www.ey.com Contact: Chevenry Arnold – Managing Director, EY Private Phone: 678-595-3434 Email: chevenry.arnold@ey.com Contact: Ashley Scott – Central Region Private Equity Tax Segment Leader Phone: 404-817-4222 Email: ashley.scott@ey.com Contact: Jason Thibo – Partner, Strategy and Transactions Phone: 404-817-5436 Email: jason.thibo@ey.com Contact: Onuwa Uzor – Partner, Transaction Diligence Phone: 404-817-5084 Email: onuwa.uzor@ey.com Contact: James Summer, Managing Director, Assurance Services Phone: 404-817-5698 Email: james.summer@ey.com Eversheds Sutherland 999 Peachtree Street NE Suite 2300 Atlanta, GA 30309 Website: www.eversheds-sutherland. com

Fulcrum Equity Partners 5555 Glenridge Connector, Suite 930 Atlanta, GA 30342 Website: www.fulcrumep.com Contact: Jim Douglass - Partner Phone: 770-551-6300 Email: jd@fulcrumep.com Generational Group 14241 Dallas Parkway, Suite 700 Dallas, TX 75254 Website: www.generational.com Contact: Lisa Lippe – Director of Buyer Services Phone: 214-912-7484 Email: llippe@generational.com Georgia Banking Company 1776 Peachtree Rd NW Suite 300 Atlanta, GA 30309 Website: www.geobanking.com Contact: Jermain Pettis – Community Development & Lending Officer, SVP Phone: 404-704-0549 Email: jpettis@geobanking.com Globalization Partners 175 Federal St 17th Floor Boston, MA 02110 Website: www.globalization-partners. com

McGriff Insurance Services, Inc. 3400 Overton Park Drive SE Suite 300 Atlanta, GA 30330 Website: www.mcgriff.com Contact: Ashley Steele – Vice President Phone: 704-661-6722 Email: Ashley.Steele@mcgriff.com Moore Colson, CPAs and Advisors 600 Galleria Parkway SE Suite 600 Atlanta, GA 30339 Website: www.moorecolson.com Contact: Robin Samples – Partner, Transaction Services Practice Leader Phone: 770-989-0028 Email: rsamples@moorecolson.com NPerspective CFO & Strategic Services 941 W Morse Blvd Suite 100 Winter Park, FL 32789 Website: www.nperspective.com Contact: Russell Slappey - CEO Phone: 407-679-7600 Email: rslappey@nperspective.com P2 Corporate Finance 964 Eulalia Road NE Suite 2 Atlanta, GA 30319 Website: www.p2ibank.com Contact: Paul Elizondo, Managing Director Phone: 770-608-7740 Email: pelizondo@p2ibank.com

Contact: David Phillips - Partner Phone: 404-853-8158 Email: davidphillips@evershedssutherland.com

Contact: Kevin Burke – Director M&A|Private Equity|Venture Capital Phone: 888-855-5328 x198 Email: kburke@globalization-partners. com

Fifth Third Securities 3344 Peachtree Road Suite 900 Atlanta, GA 30326 Website: www.53.com

Grata 15 W 18th St 7th Floor New York, NY 10011 Website: www.grata.com

Contact: Colby Schwartz – Managing Director, Sponsor Coverage Phone: 678-237-4378 Email: Colby.schwartz@53.com

Contact: Will Boyle Email: will@grata.com

PNC Business Credit 1075 Peachtree Street NE, Suite 1900 Atlanta, GA 30309 Website: www.pnc.com

Insperity 19001 Crescent Springs Kingwood, TX 77339 Website: www.insperity.com/acg

Contact: Virginia Kiseljack- SVP – Senior Business Development Officer Phone: 404-202-6556 Email: virginia.kiseljack@pnc.com

Jennifer Anderson, Channel Program Manager Phone: 281-312-7397 Cell: 281-610-0962 E-Mail: Jennifer.anderson@insperity.com

Purchasing Power 2727 Paces Ferry Road SE Building 2, Suite 1200 Atlanta, GA 30339 Website: www.purchasingpower.com

Frazier & Deeter 1230 Peachtree Street NE Suite 1500 Atlanta, GA 30309 Website: www.frazierdeeter.com Contact: Bob Woosley Phone: 404-573-4144 Email: bob.woosley@frazierdeeter.com

Contact: Jennifer C Neill, Managing Director Phone: 404-431-5562 Email: jneill@p2ibank.com

Contact: Nancy Bistritz-Balkan Phone: 770-309-3199 Email: nbbalkan@purchasingpower.com

Atlanta ACG M&A SOUTH 2022 SPONSOR DIRECTORY Riveron 1180 Peachtree Street NE Suite 1950 Atlanta, GA 30309 Contact: Nathan Childers – Managing Director Phone: 404-334-7027 Email: Nathan.Childers@riveron.com RSM US LLP One Atlantic Center 1201 W Peachtree Street NW Suite 800 Atlanta, GA 30309 Website: www.rsmus.com Contact: Rick Linch - Partner Phone: 317-698-4963 Email: rick.linch@rsmus.com SAP 3999 West Chester Pike Newtown Square, PA 19073 Website: www.sap.com Contact: Nick Maglaris – Vice President, MidMarket Solutions Email: nick.maglaris@sap.com Sapling Financial Consultants 290 Caldari Road Mailbox 207 Vaughan, ON L4K 4J4 Canada Website: www.saplingfinancial.com/v3/ Contact: Rob Hong - CEO Phone: 416-625-2633 Email: rob@saplingfinancial.com Smith, Gambrell & Russell, LLP Promenade, Suite 3100 1230 Peachtree Street NE Atlanta, GA 30309 Website: www.sgrlaw.com Contact: Nicholas Rueter - Partner Phone: 404-815-3747 Email: nrueter@sgrlaw.com SourceScrub 115 Sansome Street Suite 1200 San Francisco, CA 94104 Website: www.sourcescrub.com Contact: Kevin Tran – Marketing Coordinator Email: ktran@sourcescrub.com

StempleCrites 1440 Dutch Valley Pl NE Suite 620 Atlanta, GA 30324 Website: www.stemplecritescom

Warren Averett CPAs and Advisors 6 Concourse Parkway Suite 600 Atlanta, GA 30328 Website: warrenaverett.com

Contact: Jeff Stemple Phone: 404-519-2993 Email: jeff.stemple@stemplecrites.com

Contact: Matt Goldin – Partner Phone: 770-393-6387 Email: matt.goldin@warrenaverett.com

Strategy Partners Group 148 Eagles Ridge Milton, GA 30004 Website: www.strategypg.com Primary Contact: Kirk Robbins Phone: (404) 402-0072 Email: krobbins@strategypg.com TAB Bank 4185 Harrison Blvd Ogden, UT 84403 Website: www.tabbank.com Contact: Chris Mitchell – Vice President Phone: 404-432-7657 Email: chris.mitchell@tabbank.com Troutman Pepper 600 Peachtree Street NE Suite 3000 Atlanta, GA 30308 Website: www.troutman.com Contact: Andrea Farley - Partner Phone: 404-885-3139 Email: andrea.farley@troutmansanders. com Contact: Hazen Dempster- Partner Phone: 404-885-3126 Email: hazen.dempster@troutman.com United Community Bank 200 Cherokee Street Marietta, Ga 30060 Website: www.ucbi.com Contact: David Beasley Phone: 770-794-3404 Email: david_beasley@ucbi.com VRA Partners, LLC 3630 Peachtree Road NE, Suite 1000 Atlanta, GA 30326 Website: www.vrapartners.com Contact: Doug McCartney Phone: 404-835-1006 Email: dmcartney@vrapartners.com

P R E S E N T E D BY

M&A SOUTH 2022 PROFILES RECEIVED BEFORE 1/25/2022

Investor Profile Report

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.

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.

Assets under management (AUM): The amount of money that the investor manages for clients based on number of currently-managed funds.

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.

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.

Target debt financing amount: Preferred amount of debt typically provided by the firm in a transaction.

Specific to Service Provider Profiles

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.

Total transactions: The number of transactions identified by 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 provided service to in the last five years, identified by PitchBook.

Target revenue: Preferred revenue range targeted for investment. Preferred investment amount: Preferred investment amount range that the firm typically invests in a transaction.

Total investors serviced: The number of unique investors identified by PitchBook that the firm has provided service to in the last five years.

Recently closed investments: The top five recent investments or transactions serviced identified by PitchBook.

Target EBITDA: The EBITDA range for buy-side and sell-side target companies.

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.

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.

EXHIBITOR

PAGE #

EXHIBITOR

PAGE #

7 Mile Advisors . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 54

EBSCO Capital. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 92

Advantage Capital. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55

Edgewater Funds. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 93

Alston & Bird. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 56

Eversheds Sutherland. . . . . . . . . . . . . . . . . . . . . . . . . . 94

Aprio. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57

EY . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 95

B Riley Advisory Services. . . . . . . . . . . . . . . . . . . . . . . 58

Farragut Captial Partners. . . . . . . . . . . . . . . . . . . . . . . 96

BBH Capital Partners . . . . . . . . . . . . . . . . . . . . . . . . . . 59

Fifth Third Capital Markets. . . . . . . . . . . . . . . . . . . . . . 97

Branford Castle Partners . . . . . . . . . . . . . . . . . . . . . . . 60

Five Points Capital. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 98

Bravaldo Capital Advisors. . . . . . . . . . . . . . . . . . . . . . . 61

Frazier & Deetier . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 99

Brown & Brown . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 62

Freeman Spogoli & Co.. . . . . . . . . . . . . . . . . . . . . . . . 100

Cadence Bank. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 63

Fulcrum Equity Partners. . . . . . . . . . . . . . . . . . . . . . . . 101

Capital for Business . . . . . . . . . . . . . . . . . . . . . . . . . . . 64

Gauge Capital . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 102

Capitala Group. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 65

Gemspring Capital. . . . . . . . . . . . . . . . . . . . . . . . . . . . 103

Carousel Capital . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 66

Gen Cap America. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 104

Carr Riggs Ingram. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 67

Generational Group. . . . . . . . . . . . . . . . . . . . . . . . . . . 105

Centerfield Capital Partners. . . . . . . . . . . . . . . . . . . . . 68

Genesis Capital. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 106

CenterOak Partners . . . . . . . . . . . . . . . . . . . . . . . . . . . 69

GenNx360 Capital Partners . . . . . . . . . . . . . . . . . . . 107

Chatham Capital . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 70

Georgia Banking Company. . . . . . . . . . . . . . . . . . . . . 108

CIBC . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 71

Globalization Partners. . . . . . . . . . . . . . . . . . . . . . . . . 109

Citizens M&A Advisory. . . . . . . . . . . . . . . . . . . . . . . . . 72

Graham Partners. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 110

CIVC Partners . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 73

Grata. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 111

Clearsight Advisors. . . . . . . . . . . . . . . . . . . . . . . . . . . . 74

Hamilton Robinson Capital Partners. . . . . . . . . . . . . . 112

Company.com . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 75

Harbor View Advisors. . . . . . . . . . . . . . . . . . . . . . . . . . 113

Compass Group Equity Partners. . . . . . . . . . . . . . . . . 76

Harren Equity Partners. . . . . . . . . . . . . . . . . . . . . . . . . 114

Coupa. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 77

Hastings Equity. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 115

CRESA. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 78

Heartwood Partners. . . . . . . . . . . . . . . . . . . . . . . . . . . 116

CRI Capital Advisors. . . . . . . . . . . . . . . . . . . . . . . . . . . 79

High Street Captial . . . . . . . . . . . . . . . . . . . . . . . . . . . . 117

Croft & Bender. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 80

Huron Capital. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 118

Crowe. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 82

Hyde Park Capital. . . . . . . . . . . . . . . . . . . . . . . . . . . . 120

D.A. Davidson & Co. . . . . . . . . . . . . . . . . . . . . . . . . . . . 83

Incline Equity Partners . . . . . . . . . . . . . . . . . . . . . . . . . 121

De NES Partners, LLC. . . . . . . . . . . . . . . . . . . . . . . . . . 84

Industrial Device Investments . . . . . . . . . . . . . . . . . . 122

Deerpath Capital Partners. . . . . . . . . . . . . . . . . . . . . . 85

Insperity. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 124

DHG. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 86

James Capital Advisors . . . . . . . . . . . . . . . . . . . . . . . 125

Dinan Capital Advisors. . . . . . . . . . . . . . . . . . . . . . . . . 87

Kian Capital Partners . . . . . . . . . . . . . . . . . . . . . . . . . 126

Dorilton Capital . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 88

KLH Capital . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 127

Dubin Clark. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 89

Lead Capital Partners. . . . . . . . . . . . . . . . . . . . . . . . . 128

Duke Royalty . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 90

Levine Leichtman Capital Partners. . . . . . . . . . . . . . 129

Eagle Merchant Partners . . . . . . . . . . . . . . . . . . . . . . . 91

LFM Capital . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 131

EXHIBITOR

PAGE #

Linx Partners. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 132

Source Capital. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 170

MSouth Equity Partners. . . . . . . . . . . . . . . . . . . . . . . 133

Star Mountain Capital. . . . . . . . . . . . . . . . . . . . . . . . . . 171

May River Capital. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 134

StempleCrites . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 172

Mazzone & Associates . . . . . . . . . . . . . . . . . . . . . . . . 135

Strategy Partners Group. . . . . . . . . . . . . . . . . . . . . . . 173

MBO Ventures. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 136

TAB Bank . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 174

McCarthy Capital. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 137

Tecum Capital . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 175

McGriff. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 138

Tenex Capital Management. . . . . . . . . . . . . . . . . . . . 176

Midwest Mezzanine Funds. . . . . . . . . . . . . . . . . . . . . 139

The Lenox Group. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 177

Moore Colson. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 140

The Sterling Group . . . . . . . . . . . . . . . . . . . . . . . . . . . 178

NexPhase Capital . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 141

Third Century Investment. . . . . . . . . . . . . . . . . . . . . . 179

Northcreek Mezzanine Fund . . . . . . . . . . . . . . . . . . . 142

TM Capital . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 180

Nperspective CFO & Strategic Services. . . . . . . . . . 143

Tradecycle Capital. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 181

Oaklyn Consulting. . . . . . . . . . . . . . . . . . . . . . . . . . . . 144

Trinity Hunt Partners. . . . . . . . . . . . . . . . . . . . . . . . . . 182

Omeda . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 145

Troutman Pepper. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 183

P2 Corporate Finance. . . . . . . . . . . . . . . . . . . . . . . . . 147

TruSight LLC. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 184

Peninsula Capital Partners LLC. . . . . . . . . . . . . . . . . 148

United Community Bank. . . . . . . . . . . . . . . . . . . . . . . 185

Petra Capital . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 149

VRA Partners. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 186

PNC Bank. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 150

VSS. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 187

PNC Riverarch Capital. . . . . . . . . . . . . . . . . . . . . . . . . . 151

Warren Averett. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 188

Porter White & Co. . . . . . . . . . . . . . . . . . . . . . . . . . . . 152

Webster Equity Partners. . . . . . . . . . . . . . . . . . . . . . . 189

Prudential Private Captial. . . . . . . . . . . . . . . . . . . . . . 153

WestView Capital Partners. . . . . . . . . . . . . . . . . . . . . 190

Purchasing Power. . . . . . . . . . . . . . . . . . . . . . . . . . . . 154

White Wolf Capital. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 191

Resolute Capital Partners. . . . . . . . . . . . . . . . . . . . . . 155

WILsquare Capital. . . . . . . . . . . . . . . . . . . . . . . . . . . . 192

Ridgemont Equity Partners. . . . . . . . . . . . . . . . . . . . . 156

Fundamental Income. . . . . . . . . . . . . . . . . . . . . . . . . . 193

River Associates Investments . . . . . . . . . . . . . . . . . . 157

Longshore Capital Partners. . . . . . . . . . . . . . . . . . . . 194

Riveron. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 158 Route 2 Capital . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 159 RSM US LLP. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 160 Salem Investment Partners . . . . . . . . . . . . . . . . . . . . . 161 SAP. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 162 Sapling Financial. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 163 SCG Partners. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 164 ShoreLine Equity Partners. . . . . . . . . . . . . . . . . . . . . 165 Silver Oak Services Partners. . . . . . . . . . . . . . . . . . . 166 Smith Gambrell & Russell . . . . . . . . . . . . . . . . . . . . . . 167 Sole Source Capital. . . . . . . . . . . . . . . . . . . . . . . . . . . 168 SourceScrub . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 169

7 Mile Advisors | Investment Bank Profile General Information Description 7 Mile Advisors provides Investment Banking & Advisory Services to the Business Services and Technology Industries globally. 7 Mile Advisors advises on M&A and private capital transactions, and provides market assessments and benchmarking. As a close-knit team with a long history together and a laser focus on our target markets, 7 Mile Advisors helps its clients sell companies, raise capital, grow through acquisitions, and evaluate new markets. All securities transactions are executed by 7M Securities, LLC, member FINRA / SIPC. Website

www.7mileadvisors.com

Year Founded

2008

Entity Type

Investment Bank

Employees

Also Known As

7MA

Service Breakdown

Transactions: 175

Legal Name

7 Mile Advisors, LLC

Service Provider Type

Investment Bank (Primary Type) Financing Advisory

Contact Information Primary Contact

Primary Office

Tripp Davis

508 West 5th Street

Partner tripp@7mileadvisors.com Phone: +1 (704) 899-5762

Suite 225 Charlotte, NC 28202 United States Phone: +1 (704) 899-5960 contact@7mileadvisors.com

Preferences Enterprise Value $20.00M - $500.00M

Transaction Amount $20.00M - $500.00M

Preferred Industries

Geographical Preferences

Preferred Deal Types

Preferred Verticals

Business Services & Technology Industrial Services & Technology Healthcare & Life Sciences Consumer Services & Technology Insurance Services & Technology

United States Eastern Europe Central Europe Western Europe Latin America

Acquisition Financing, Buyout/LBO, Debt - General, Management Buyout, Merger/Acquisition, Mezzanine, PE Growth/Expansion, Recapitalization

Business Services Technology Software

Advantage Capital (Saint Louis) | Venture Capital Profile General Information Description Founded in 1992, Advantage Capital is an impact investment firm based in Saint Louis, Missouri. The firm provides investment capital along with strategic and operational counsel. It invests in early-stage to mature firms in a broad spectrum of industries, providing flexible financing options including senior/senior-stretch debt, minority equity, and subordinated/mezzanine debt. Website

www.advantagecap.com

Total Investments

~850

Entity Types

Venture Capital Lender Investment Advisor

Active Portfolio

265

Investments (TTM)

5†

Venture Capital Lender/Debt Provider Growth/Expansion Infrastructure PE/Buyout

Exits

Investor Status

Actively Seeking New Investments

Trade Association

Year Founded

1992

Investor Types

Med. Round Amount Med. Valuation # of Professionals

130

AUM Dry Powder

Contact Information Primary Contact

Primary Office

Tim Perusek (Atlanta GA office)

7733 Forsyth Boulevard

Principal tperusek@advantagecap.com Phone: (770) 880 6037

Suite 1400 Saint Louis, MO 63105 United States Phone: +1 (314) 725-0800 www.advantagecap.com

Investment Preferences Preferred Investment Amount

$2M - $15M

Preferred Industries

Geographical Preferences

Preferred Deal Types

Preferred Verticals

Other Investment Preferences

Commercial Products, Commercial Services, Commercial Transportation, Communications and Networking, Computer Hardware, Consumer Durables, Consumer Non-Durables, Energy Equipment, Energy Services, Healthcare Devices and Supplies, Healthcare Technology Systems, IT Services, Media, Other Business Products and Services, Other Consumer Products and Services, Other Energy, Other Information Technology, Pharmaceuticals and Biotechnology, Semiconductors, Services (Non-Financial), Software, Transportation

Nevada, Utah, Texas, Illinois, Kentucky, Tennessee, Ohio, Alabama, Mississippi, Georgia, Florida, Virginia, West Virginia, Connecticut, Pennsylvania, Nebraska, Kansas

Buyout/LBO, Debt - General, Early Stage VC, Later Stage VC, Loan, PE Growth/Expansion, Seed Round

AgTech, CleanTech, HealthTech, Impact Investing, Industrials, Internet of Things, Life Sciences, LOHAS & Wellness, Manufacturing, SaaS, TMT

Prefers minority stake, Seeks Impact investments, Will syndicate

Alston & Bird | Law Firm Profile General Information Description With a history that dates back to 1893, Alston & Bird is a global law firm with thirteen office across Asia, Europe, and the United States. We provide legal advisory services on transactions related to acquisitions and divestitures, mergers, leveraged buyouts, going-private transactions, strategic alliances, and joint ventures. The various industries that the firm caters to include energy, financial services, consumer products, healthcare, real estate, insurance, technology, environment, and media. Alston & Bird represents a wide variety of companies ranging from Fortune 500 corporations, closely-held companies, private equity sponsors, investment banks, and special committees. Website www.alston.com Year Founded 1893 Entity Types

Law Firm Private Company Acquirer

Legal Name

Alston & Bird LLP

Service Provider Type

Law Firm

Employees

2085

Service Breakdown

Serviced Companies: 318 Serviced Deals: 322 Serviced Investors: 238 Serviced Funds: 1

Contact Information Primary Contact

Primary Office

Jason Goode

One Atlantic Center, 1201 West Peachtree Street

Senior Counsel jason.goode@alston.com Phone: +1 (404) 881-7986

Suite 4900 Atlanta, GA 30309-3424 United States Phone: +1 (404) 881-7000 Fax: +1 (404) 881-7777

Preferences Preferred Industries

Geographical Preferences

Preferred Deal Types

Preferred Verticals

Preferred Fund Types

Agriculture, Automotive, Beverages, Biotechnology, Buildings and Property, Chemicals and Gases, Commercial Banks, Construction and Engineering, Consulting Services (B2B), Electrical Equipment, Electronics (B2C), Environmental Services (B2B), Food Products, Government, Healthcare Services, Human Capital Services, Industrial Supplies and Parts, Insurance, Internet Service Providers, IT Services, Legal Services (B2B), Logistics, Marine, Marine, Medical Supplies, Movies, Music and Entertainment, Oil and Gas Equipment, Other Financial Services, Pharmaceuticals, Private Equity, Real Estate Investment Trusts (REITs), Real Estate Services (B2C), Retail, Security Services (B2B), Specialized Finance, Telecommunications Service Providers

China, Europe, United States

Acquisition Financing, Add-on, Asset Acquisition, Bankruptcy: Admin/Reorg, Bankruptcy: Liquidation, Bonds, Buyout/LBO, Carveout, Corporate Divestiture, Corporate Licensing, Debt General, Distressed Acquisition, Dividend Recapitalization, Early Stage VC, IPO, Joint Venture, Later Stage VC, Merger/Acquisition, Mezzanine, PE Growth/Expansion, Privatization, Public Investment 2nd Offering, Public to Private, Recapitalization, Second Lien, Secondary Transaction Private

AdTech, B2B Payments, Beauty, Big Data, CleanTech, Cybersecurity, ECommerce, FinTech, Internet of Things, Life Sciences, Manufacturing, Mobile, Oil & Gas, Oncology, SaaS

Buyout, Growth/Expansion, Hedge Fund, Real Estate - General, Venture - General

Aprio (Atlanta) | Financial Advisory Profile General Information Description Established in 1952, Aprio is a full-service business advisory and accounting firm based in Atlanta, Georgia. The firm specializes in providing assurance, tax and outsourcing services. More specifically, Aprio offers analytics, business valuation, financial consulting, litigation support and forensic accounting, retirement plan, succession planning and transaction advisory services. Aprio caters to the dental, healthcare, housing authorities, manufacturing and distribution, non-profit and education, private equity, professional services, real estate and construction, retail, franchise, and technology and blockchain industries. Website

www.aprio.com

Year Founded

1952

Entity Types

Financial Services & Advisory

Employees

800+

Also Known As

Aprio

Service Breakdown

Formerly Known As

HA+W

Legal Name

Aprio, LLP

Serviced Companies: 16 Serviced Deals: 3 Serviced Investors: 5

Service Provider Types

Financial Advisory (Primary Type) Accounting/Auditor/Tax Management Consultants Other Service Provider Type Valuation Firm

Contact Information Primary Contact

Primary Office

Richard Kopelman

The Queen Building, 5 Concourse Parkway

Chief Executive Officer & Managing Partner richard.kopelman@aprio.com Phone: +1 (404) 989-8236

Suite 1000 Atlanta, GA 30328 United States Phone: +1 (404) 892-9651

Preferences Enterprise Value $5.00M - $250.00M

Transaction Amount $5.00M - $250.00M

Preferred Industries

Geographical Preferences

Preferred Deal Types

Preferred Verticals

Accounting, Audit and Tax Services (B2B), Accounting, Audit and Tax Services (B2C), Buildings and Property, Construction and Engineering, Distributors/Wholesale, Other Commercial Services, Private Equity, Real Estate Services (B2C)

United States, Europe and Asia

Bankruptcy: Admin/Reorg, Bankruptcy: Liquidation, Buyout/LBO, Corporate Divestiture, Early Stage VC, IPO, Joint Venture, Later Stage VC, Merger of Equals, Merger/Acquisition, PE Growth/Expansion, Seed Round

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Brown Brothers Harriman Capital Partners | PE/Buyout Profile General Information Description Founded in 1989, Brown Brothers Harriman Capital Partners is a private equity firm based in New York, New York. The firm prefers to invest in family / founder / management-owned companies taking on institutional capital for the first time. It seeks recapitalization and growth-stage companies seeking a minority or majority equity partner. BBHCP invests in business products, business services, information technology, energy, healthcare, financial services - insurance, food and beverage, industrial services, manufacturing, technology, telecommunications, and transportation-based sectors in North America. Entity Types PE/Buyout Total Investments 58† Mezzanine Active Portfolio 19 Also Known As BBHCP Investments (TTM) 5† Parent Company Brown Brothers Harriman Exits 16 Investor Type PE/Buyout Med. Round Amount $62.00M Investor Status Actively Seeking New Investments Med. Valuation $83.00M Year Founded 1989 # of Professionals 38 Dry Powder $960.25M † Includes add-ons All investments are equity/add-on investments only

Contact Information Primary Contact

Primary Office

Alice Birnbaum

140 Broadway

Head of Business Development Alice.birnbaum@bbh.com Phone: +1 (212) 493-8920

16th Floor New York, NY 10005 United States Phone: +1 (212) 483-1818 contactus@bbh.com

Investment Preferences Preferred Investment Amount

$10M - $150M

Preferred Company Valuation

$10M - $750M

Preferred EBITDA

$3M - $75M

Preferred Industries

Geographical Preferences

Preferred Deal Types

Beverages, Business Products, Clinics / Outpatient Services, Education and Training Services (B2B), Energy, Industrial Services (B2B), Insurance Brokerages, Food Products, Healthcare Services, Logistics, Manufacturing,Technology, Telecommunications, Transportation

North America

Buyout/LBO, Management Buyout, PE Growth/Expansion, Recapitalization, Subordinated Debt

Preferred Verticals

Other Investment Preferences Prefers majority stake, Prefers minority stake, Will syndicate

Branford Castle Partners | PE/Buyout Profile General Information Description Founded in 1986, Branford Castle Partners is a private equity firm based in New York, New York. The firm seeks to invest in consumer goods, services, industrial, manufacturing, value-added commercial distribution, business services, marine products and services sectors based in North America. Website www.branfordcastle.com Total Investments 48† Entity Type

PE/Buyout

Active Portfolio

Also Known As

Branford, Branford Castle

Investments (TTM)

6†

Legal Name

Branford Castle Partners, L.P.

Exits

Investor Type

PE/Buyout

Med. Round Amount

Investor Status

Actively Seeking New Investments

Med. Valuation

Year Founded

1986

# of Professionals

AUM

$321.00M

Dry Powder

$173.00M

† Includes add-ons All investments are equity/add-on investments only

Contact Information Primary Contact

Primary Office

John Castle

150 East 58th Street

Chief Executive Officer, President & Investment Committee Member jsc@branfordcastle.com Phone: +1 (212) 317-2020

37th Floor New York, NY 10155 United States Phone: +1 (212) 317-2004 Fax: +1 (212) 317-2053

Investment Preferences Preferred Investment Amount

$5M - $40M

Preferred Revenue

$5M - $100M

Preferred Company Valuation

$100M

Preferred EBITDA

$1.5M - $15M

Preferred Investment Horizon

3 - 7 years

Preferred Industries

Geographical Preferences

Preferred Deal Types

Preferred Verticals

Other Investment Preferences

Commercial Products, Commercial Transportation, Consumer Durables, Consumer Non-Durables, Containers and Packaging, Energy Equipment, Healthcare Devices and Supplies, Healthcare Services, Healthcare Technology Systems, Logistics, Other Business Products and Services, Other Consumer Products and Services, Other Healthcare, Other Materials, Restaurants, Hotels and Leisure, Services (Non-Financial), Transportation

North America

Buyout/LBO, Management Buyout, PE Growth/Expansion, Recapitalization

Advanced Manufacturing, B2B Payments, Infrastructure, LOHAS & Wellness, Manufacturing

Long-Term Investor, Prefers majority stake, Prefers minority stake, Prefers to originate a deal, Will lead on a deal, Will syndicate

Bravaldo Capital Advisors | Investment Bank Profile General Information Description Bravaldo Capital Advisors is an Atlanta, Georgia-based boutique mergers and acquisitions and corporate finance advisory firm. Established in 2006, the firm offers a full range of transaction and advisory services, guiding clients through sell-side transactions and exit strategy planning, growth through acquisition, debt restructuring, and corporate recapitalization. BCA serves lower-middlemarket companies that are primarily private owner founder, closely held and family run businesses that are located in the Southeastern United States. Website

www.bravaldocapitaladvisors.com

Year Founded

2006

Entity Type

Investment Bank

Employees

Also Known As

BCA

Service Breakdown

Legal Name

Bravaldo Capital Advisors, Inc.

Service Provider Type

Investment Bank (Primary Type) Financing Advisory

Serviced Companies: 24 Serviced Deals: 22 Serviced Investors: 2

Contact Information Primary Contact

Primary Office

Don Bravaldo III

2839 Paces Ferry Road, South East

Founder, President & Managing Partner dbravaldo@bc-advisors.com Phone: +1 (770) 599-7366

Suite 450 Atlanta, GA 30339 United States Phone: +1 (404) 857-2221 info@bc-advisors.com

Preferences Preferred Industries

Geographical Preferences

Preferred Deal Types

Preferred Verticals

Commercial Products, Commercial Services, Commercial Transportation, Consumer Durables Consumer Non-Durables Healthcare Services, Computer Hardware, IT Services, Chemicals and Gases, Textiles

Southeast

Acquisition Financing, Asset Divestiture (Corporate), Buyout/LBO, Corporate, Corporate Divestiture, Debt – General, Debt Refinancing, Management Buyout, Merger/Acquisition, PE Growth/Expansion, Recapitalization

Industrials, Manufacturing, Advanced Manufacturing, E-Commerce, SaaS

Brown & Brown Insurance (NYS: BRO) | Public Company Profile General Information Description Brown & Brown Inc is an insurance agent and broker that offers insurance products and services, primarily in the areas of property, casualty, and employee benefits, by connecting customers with insurance companies. More than half of its revenue is from its retail segment, which provides a broad range of insurance products and services to entities and individuals. Roughly a fourth of revenue is from its national programs segment, which provides, among other things, professional liability coverage for professionals. The company operates globally. Brown & Brown has a number of specialized industry verticals, including the support of Private Equity funds and M&A transactions. Entity Types

Public Company Acquirer

Website

www.bbinsurance.com

Also Known As

B&B, Brown & Brown

Legal Name

Brown & Brown, Inc.

Business Status

Profitable

Ownership Status

Publicly Held

Financing Status

Corporation

Year Founded

1939

Domicile

United States

Universe

Publicly Listed

Industries, Verticals & Keywords Primary Industry

Keywords

GECS Sector

Insurance Brokers

financial security

Financial Services

insurance broker insurance service indemnity issue indemnification coverage insurance agency GECS Industry Group

NAICS Sector

NAICS Industry

SIC Codes

Insurance - Brokers

(52) Finance and Insurance

(524210) Insurance Agencies and Brokerages

(6411) Insurance agents, brokers & service

Contact Information Primary Contact

Primary Office

T. Jackson Bender IV

300 North Beach Street

National Practice Leader, Private Equity | Family Office | M&A Jackson.Bender@BBrown.com Phone: +1 (404) 354 9894

Daytona Beach, FL 32114 United States Phone: +1 (386) 252-9601

Joseph Ehrlich National Practice Leader, Private Equity | Family Office | M&A Joseph.Ehrlich@BBrown.com Phone: +1 (917) 405 6900

Meet Cadence Bank – New M&A South Platinum Sponsor Cadence is a leading C&I lender focused on the Middle Market with a Southeastern footprint and nationwide coverage.

Lending Expertise Includes:

About Us:

• Private Equity Sponsored Transactions

• Total Assets: $47.8 billion

• Cash Flow Lending

• Total Deposits: $40.7 billion

• Acquisition Financing

• Total Loans: $26.5 billion • Assets Under Management: $23.0 billion

Atlanta Middle Market Team

BJ Green

Executive Vice President Head of Atlanta Commercial Banking bj.green@cadencebank.com 404-239-8646

Preston McDonald

Reese Henson

Senior Vice President

preston.mcdonald@cadencebank.com 404-328-4525

reese.henson@cadencebank.com 404-266-4404

Recent Transactions National Specialty Services Company

Regional Specialty Metal Distributor

Private Equity Firm

Southeast, USA

$43,000,000

$40,000,000

$20,000,000

TERM DEBT FACILITY & ACQUISITION LINE OF CREDIT

REVOLVING AND TERM DEBT FACILITY

CAPITAL CALL LINE OF CREDIT

National Convenience Store Operator

National Home Improvement Company

Regional Construction Company

Southeast, USA

Midwest, USA

Southeast, USA

$30,000,000

$19,000,000

REVOLVING AND TERM DEBT FACILITY

TERM DEBT FACILITY

REVOLVING CREDIT FACILITY

cadencebank.com | 1-800-636-7622

Capitala Group | Lender Profile General Information Description Capitala Group is a leading asset management firm that has been providing individually tailored, private credit and private equity capital to lower- and middle-market businesses throughout North America for over twenty years. Since our inception in 1998, Capitala has invested over $2.1 billion into small businesses and strives to make an impact through responsible investing and a unified mission to support ESG initiatives. We seek to partner with strong management teams to create value and support growth through strategic partnerships, operational expertise, and a shared vision for success. Website

www.capitalagroup.com

Year Founded

1998

Entity Types

Lender Asset Manager Private Equity Private Credit

Service Breakdown

Serviced Companies: 174 Serviced Investors: 200+ Serviced Funds: 10

Formerly Known As

CapitalSouth Partners

Legal Name

Capitala Group

Service Provider Types

Lender (Primary Type) Mezzanine Senior Credit Unitrache Credit Control & Minority Equity

Contact Information Primary Contact

Primary Office

Randall Fontes

4201 Congress Street

Managing Director rfontes@capitalagroup.com Phone: +1 (917) 721-6806

Suite 360 Charlotte, NC 28209 United States Phone: +1 (704) 376-5502 Fax: +1 (704) 376-5877 info@capitalagroup.com

Preferences Enterprise Value <$250.00M

Transaction Amount $2.00M - $150.00M

Preferred Industries

Geographical Preferences

Preferred Deal Types

Preferred Verticals

Preferred Fund Types

Accessories, Air, Alternative Energy Equipment, Asset Management, Automotive, Biotechnology, BPO/Outsource Services, Broadcasting, Radio and Television, Clothing, Commercial Products, Conglomerates, Construction and Engineering, Consulting Services (B2B), Consumer Durables, Consumer Finance, Consumer Non-Durables, Cultivation, Drug Discovery, Education and Training Services (B2B), Educational and Training Services (B2C), Energy Transportation, Environmental Services (B2B), Footwear, Healthcare Services, Holding Companies, Horticulture, Hotels and Resorts, Human Capital Services, Industrial Chemicals, Information Services (B2C), Information Technology, Leisure Facilities, Logistics, Luxury Goods, Media and Information Services (B2B), Medical Supplies, Monitoring Equipment, Movies, Music and Entertainment, Oil and Gas Equipment, Other Agriculture, Other Business Products and Services, Other Chemicals and Gases, Other Commercial Services, Other Consumer Products and Services, Other Containers and Packaging, Other Devices and Supplies, Other Energy Services, Other Equipment, Other Financial Services, Other Materials, Other Metals, Minerals and Mining, Other Services (B2C Non-Financial), Other Textiles, Other Transportation, Outcome Management (Healthcare), Pharmaceuticals, Plastic Containers and Packaging, Printing Services (B2B), Private Equity, Publishing, Real Estate Services (B2C), Restaurants and Bars, Retail, Road, Security Services (B2B), Specialized Finance, Specialty Chemicals, Synthetic Textiles, Therapeutic Devices, Wood/Hard Products

North America, United States

Buyout/LBO, Debt - General, Joint Venture, Junior Debt, Loan, Management Buyout, Mezzanine, PE Growth/Expansion, Recapitalization, Second Lien, Senior Debt, Senior Debt, Secured, Senior Debt, Subordinated, Subordinated Debt

AudioTech, CleanTech, Digital Health, ECommerce, EdTech, FinTech, HealthTech, Industrials, Life Sciences, LOHAS & Wellness, Manufacturing, Marketing Tech, Mobile, Mobility Tech, Nanotechnology, Oil & Gas, SaaS, TMT

Buyout, Debt General, Direct Lending, Diversified Private Equity, Growth/Expansion, Mezzanine

Capital For Business | PE/Buyout Profile General Information Description Founded in 1959, Capital For Business is a private equity firm based in Saint Louis, Missouri. The firm seeks to acquire majority stakes in companies through a buyout, recapitalization, spin-off, and prefers to invest in businesses from the diversified manufacturing and value-added industrial service sectors in the United States. Website

www.cfb.com

Total Investments

145†

Entity Types

PE/Buyout

Active Portfolio

Also Known As

CFB

Investments (TTM)

10†

Legal Name

Capital For Business, Inc.

Exits

102

Parent Company

Commerce Bank

Med. Round Amount

$4.61M

Investor Type

PE/Buyout

Med. Valuation

$12M

Investor Status

Actively Seeking New Investments

# of Professionals

Year Founded

1959

AUM

$300.00M

Dry Powder

$50.00

† Includes add-ons All investments are equity/add-on investments only

Contact Information Primary Contact

Primary Office

Stephen Broun

11 South Meramec

Managing Partner steve.broun@capitalforbusiness.com Phone: +1 (314) 746-7390

Suite 1330 Saint Louis, MO 63105 United States Phone: +1 (314) 746-7427 Fax: +1 (314) 746-8739 info@cfb.com

Investment Preferences Preferred Investment Amount

$1M - $5M

Preferred Revenue

$10M - $100M

Preferred Company Valuation

$5M - $40M

Preferred Deal Size

$5M - $40M

Preferred EBITDA

$2M - $7M

Preferred Investment Horizon

5 - 7 years

Preferred Industries

Geographical Preferences

Preferred Deal Types

Preferred Verticals

Other Investment Preferences

Accessories, Aerospace and Defense, Alternative Energy Equipment, Automotive, Beverages, BPO/Outsource Services, Building Products, Computers, Parts and Peripherals, Connectivity Products, Construction and Engineering, Diagnostic Equipment, Electrical Equipment, Electronic Components, Electronics (B2C), Energy Production, Environmental Services (B2B), Food Products, Government, Home Furnishings, Industrial Chemicals, Industrial Supplies and Parts, Information Services (B2C), Iron and Steel Mining, Machinery (B2B), Media and Information Services (B2B), Medical Records Systems, Metal Containers and Packaging, Multimedia and Design Software, Other Business Products and Services, Other Chemicals and Gases, Other Commercial Products, Other Commercial Services, Other Consumer Non-Durables, Other Consumer Products and Services, Other Containers and Packaging, Other Devices and Supplies, Other Hardware, Other Healthcare Technology Systems, Other Metals, Minerals and Mining, Pharmaceuticals, Practice Management (Healthcare), Printing Services (B2B), Publishing, Raw Materials (Non-Wood), Road, Surgical Devices, Systems and Information Management, Water Utilities

United States

Add-on, Buyout/LBO, Management Buyout, PE Growth/Expansion, Recapitalization, Spin-Off

Manufacturing, Industrial Growth, ValueAdded Distribution and other Business Services

Prefers majority stake, Will lead on a deal

Carousel Capital | PE/Buyout Profile General Information Description Founded in 1996, Carousel Capital is a private equity investment firm headquartered in Charlotte, North Carolina. The firm seeks to invest in companies operating in the business services, consumer services and healthcare services sectors and based in the Southeastern United States. Website www.carouselcapital.com Total Investments 48

Entity Type

PE/Buyout

Active Portfolio

10†

Also Known As

Carousel

Investments (TTM)

2†

Legal Name

Carousel Capital Management Company, L.P.

Exits

Investor Type

PE/Buyout (Primary Type) Growth/Expansion

# of Professionals

Investor Status

Actively Seeking New Investments

Year Founded

1996

AUM1

$1.6B

Includes dry powder majority investments only

† Represents

Contact Information Primary Contact

Primary Office

Adam Elmore

201 North Tryon Street

Principal aelmore@carouselcapital.com Phone: +1 (704) 372-2040

Suite 2450 Charlotte, NC 28202 United States Phone: +1 (704) 372-2040 Fax: +1 (704) 372-1040 info@carouselcapital.com

Investment Preferences Preferred Deal Size

Up to $250M

Preferred EBITDA

$3M+

Preferred Industries

Geographical Preferences

Preferred Deal Types

Other Investment Preferences

Automotive, BPO/Outsource Services, Clinics/Outpatient Services, Diagnostic Equipment, Distributors/Wholesale, Distributors/Wholesale (B2C), Education and Training Services (B2B), Educational and Training Services (B2C), Environmental Services (B2B), Logistics, Managed Care, Medical Records Systems, Medical Supplies, Other Containers and Packaging, Other Healthcare Technology Systems, Other Pharmaceuticals and Biotechnology, Other Retail, Other Services (B2C Non-Financial), Outcome Management (Healthcare), Pharmaceuticals, Practice Management (Healthcare), Surgical Devices, Therapeutic Devices

Southeast

Add-on, Buyout/LBO, PE Growth/Expansion

Prefers majority stake

Carr, Riggs & Ingram | Accounting/Auditor Profile General Information Description Carr, Riggs & Ingram is an accounting and auditing firm founded in 1997 and based in Enterprise, Alabama. The firm provides auditing, accounting, valuations, business support, due diligence, business strategy, and planning, CRI caters to the agriculture, healthcare, biotechnology, insurance, manufacturing, transportation, government, consumer, cybersecurity, life sciences, infrastructure, and business services sectors. Website

www.cricpa.com

Year Founded

1997

Entity Types

Accounting/Auditor Private Company Acquirer

Employees

1647

Service Breakdown

Serviced Companies: 14 Serviced Deals: 3 Serviced Investors: 6 Serviced Funds: 5

Also Known As

CRI

Legal Name

Carr Riggs and Ingram LLC

Service Provider Type

Accounting/Auditor

Contact Information Primary Contact

Primary Office

Jeff C Hawkins, CPA

4004 Summit Boulevard NE

Partner jhawkins@cricpa.com Phone: +1 (770) 394-8000

Suite 800 Atlanta, GA 30319 United States Phone: +1 (770) 394-8000 Fax: +1 (770) 500-1822

Preferences Preferred Industries

Geographical Preferences

Preferred Deal Types

Preferred Verticals

Accounting, Audit and Tax Services (B2B), Accounting, Audit and Tax Services (B2C), Agriculture, Biotechnology, Construction and Engineering, Consulting Services (B2B), Distributors/Wholesale (B2C), Education and Training Services (B2B), Educational and Training Services (B2C), Government, Information Technology, Insurance, Oil and Gas Equipment, Other Capital Markets/Institutions, Other Commercial Services, Pharmaceuticals, Real Estate Investment Trusts (REITs), Real Estate Services (B2C), Road

United States

Buyout/LBO, Corporate Divestiture, IPO, Merger/Acquisition, PE Growth/Expansion, Recapitalization

Cybersecurity, Infrastructure, Life Sciences, Manufacturing, Oil & Gas

Centerfield Capital Partners | Investor Profile General Information Description Founded in 1998, Centerfield Capital Partners specializes in providing debt and equity financing to lower middle-market companies. Website

www.centerfieldcapital.com

Total Investments†

100+

Entity Types

Mezzanine / Equity

Active Portfolio

Also Known As

Centerfield

Investments (TTM)

Legal Name

Centerfield Capital, Inc.

Exits

Investor Types

Mezzanine (Primary Type) Growth/Expansion PE/Buyout

Med. Round Amount

N/A

Med. Valuation

N/A

# of Professionals

Investor Status

Actively Seeking New Investments

Year Founded

1998

AUM

$500M+

Dry Powder

N/A

† Includes add-ons All investments are equity/add-on investments only

Contact Information Primary Contact

Primary Office

Troy Clark

10 West Market Street

Managing Director troy@centerfieldcapital.com Phone: +1 (317) 447-4729

3000 Market Tower Indianapolis, IN 46204 United States Phone: +1 (317) 237-2323 Fax: +1 (317) 237-2325

Investment Preferences Preferred Investment Amount

$7M - $35M

Preferred Revenue

$15M - $100M

Preferred Company Valuation

$15M - $100M

Preferred EBITDA

$3M - $15M

Preferred Industries

Geographical Preferences

Preferred Deal Types

Preferred Verticals

Industry Agnostic

United States

Acquisition Financing, Add-on, Buyout/LBO, Mezzanine, PE Growth/Expansion, Recapitalization, Subordinated Debt

N/A

Other Investment Preferences Prefers majority stake, Prefers minority stake, Will lead on a deal, Will syndicate

CenterOak Partners | PE/Buyout Profile General Information Description CenterOak Partners LLC is a private equity firm with a focus on making control-oriented investments in middle market companies organized or operating in the United States. The Firm specializes in three key industry sectors: Industrial Growth, Consumer, and Business Services. Based in Dallas, Texas, the CenterOak team has a strong history of creating significant value through operational improvements. CenterOak and its Partners have managed over $2.4 billion of equity capital commitments and have completed more than 100 transactions, representing over $7.1 billion in value. Website

www.centeroakpartners.com

Total Investments

69†

Entity Type

PE/Buyout

Active Portfolio

Also Known As

CenterOak

Exits

Legal Name

CenterOak Partners LLC

# of Professionals

Spun Out Of

Brazos Private Equity Partners

Investor Type

PE/Buyout

Investor Status

Actively Seeking New Investments

Year Founded

2014

AUM

$1.11B

Dry Powder

$677.53M

† Includes add-ons All investments are equity/add-on investments only

Contact Information Primary Contact

Primary Office

Carrie Hamilton

100 Crescent Court

Managing Director, Business Development & Investor Relations chamilton@centeroakpartners.com Phone: +1 (214) 301-4224

Suite 1700 Dallas, TX 75201 United States Phone: +1 (214) 301-4201 info@centeroakpartners.com

nvestment Preferences Preferred Investment Amount

$20M - $150M

Preferred Company Valuation

$50M - $500M

Preferred EBITDA

$5M - $35M

Preferred Industries

Geographical Preferences

Preferred Deal Types

Preferred Verticals

Other Investment Preferences

BPO/Outsource Services, Building Products, Business Equipment and Supplies, Construction and Engineering, Distributors/Wholesale, Education and Training Services (B2B), Educational and Training Services (B2C), Electrical Equipment, Electronics (B2C), Environmental Services (B2B), Industrial Supplies and Parts, IT Services, Logistics, Machinery (B2B), Other Commercial Products, Other Commercial Services, Other Consumer Durables, Other Consumer NonDurables, Other Consumer Products and Services, , Other Services (B2C NonFinancial), Other Transportation, Personal Products, Recreational Goods, Restaurants and Bars, , Specialty Chemicals,

United States

Add-on, Buyout/LBO, Carveout, PE Growth/Expansion, Recapitalization

Industrials

Long-Term Investor, Prefers majority stake, Will syndicate

Chatham Capital | Investor Profile General Information Description Chatham Capital is a private investment firm that concentrates on lower-middle market companies with sustainable cash flow from operations. The firm is headquartered in Atlanta, Georgia. It provides debt and equity financing to companies throughout North America. Website

www.chathamcapital.com

Total Investments

184†

Entity Types

Investor Private Company Mezzanine

Active Portfolio

Exits

170

Also Known As

Chatham

Med. Round Amount

$15.00M

Legal Name

Chatham Capital Partners, Inc.

Med. Valuation

$75.00M

Investor Types

Senior Lender/Debt Provider (Primary Type) Mezzanine Growth/Expansion PE/Buyout Agent Lender Advisory

# of Professionals

Investor Status

Actively Seeking New Investments

Year Founded

2001

AUM

$470.00M

Dry Powder

$219.16M

† Includes add-ons All investments are equity/add-on investments only

Contact Information Primary Contact

Primary Office

Brian Reynolds

1230 Peachtree Street North East

Co-Founder & Managing Partner

Suite 1750

Phone: +1 (770) 618-2100

Atlanta, GA 30309

Jeff Hagar Partner Phone: +1 (770) 618-2115

United States Phone: +1 (770) 618-2100 Fax: +1 (770) 618-2101 info@chathamcapital.com

Investment Preferences Preferred Investment Amount

$5M - $25M

Preferred Revenue

$10M - $100M

Preferred Company Valuation

$5M - $3B

Preferred Deal Size

$5M - $300M

Preferred EBIT

>$3M

Preferred EBITDA

$3M - $20M

Preferred Investment Horizon

3 - 5 years

Preferred Industries

Geographical Preferences

Preferred Deal Types

Preferred Verticals

Other Investment Preferences

Containers and Packaging, Electrical Equipment, Industrial Supplies and Parts, Machinery (B2B), Other Business Products and Services, Other Commercial Products, Other Commercial Services, Other Consumer Products and Services, Other Devices and Supplies, Other Financial Services, Other Healthcare, Other Healthcare Services, Other Healthcare Technology Systems, Other Materials, Other Pharmaceuticals and Biotechnology, Other Services (B2C NonFinancial), Other Transportation, Textiles

North America

Acquisition Financing, Buyout/LBO, Debt - General, Management Buyout, Mezzanine, PE Growth/Expansion, Recapitalization

Healthcare, Technology, Retail, Restaurants, Industrials, Manufacturing, Mobile, SaaS, TMT

Prefers majority stake, Prefers minority stake, Will syndicate

01/21/2022

CIBC Bank USA | Commercial Bank Profile General Information Description CIBC provides U.S. clients with tailored commercial, wealth management, personal and small business financial solutions, as well as cross-border banking services to clients with North American operations. As a leading commercial bank, CIBC offers custom lending, treasury management, capital markets and syndications solutions. Website

us.cibc.com

Year Founded

1991

Entity Types

Commercial Bank Banking Institution

Service Breakdown

Also Known As

CIBC

Service Provider Type

Commercial Bank (Primary Type) Lender

Serviced Companies: 237 Serviced Deals: 242 Serviced Investors: 6 Serviced Funds: 5

Contact Information Primary Office

Southeast Office

120 South LaSalle Street

The Forum at West Paces

Chicago, IL 60603

3290 Northside Parkway NW, 7th Floor

United States

Atlanta, GA 30327

Phone: +1 (312) 564-2000 info@cibc.com

Contact: 404-926-2431 patrick.putman@cibc.com 404.926.2449 timothy.roberts@cibc.com

Preferences Transaction Amount $10.00M - $50.00M Preferred Industries

Geographical Preferences

Preferred Deal Types

Preferred Verticals

Manufacturing, Distribution, Professional Services, IT, Financial Services, Other Services (B2C Non-Financial), Real Estate Investment Trusts (REITs), Real Estate Services (B2C), Regional Banks, Specialized Finance, Thrifts and Mortgage Finance

Southeast Great Lakes, Midwest New England Upper Midwest

Buyout/LBO, Convertible Debt, Debt - General, Debt - PPP, Debt Refinancing, Debt Repayment, Loan, PE Growth/Expansion, Revolving Credit Line, Secured Debt, Senior Debt

Commercial & Industrial Environmental Services Healthcare Innovation Insurance Security Industry Commercial Real Estate

Citizens M&A Advisory | Investment Bank Profile General Information Description Citizens M&A Advisory, a division of Citizens Financial Group, Inc., is an investment bank for the middle market, providing transaction planning and execution services to companies globally. The firm specializes in mergers and acquisitions, capital raises, and financial and strategic advisory. Citizens M&A Advisory combines sector intelligence, senior-level attention and a collaborative approach to achieve extraordinary outcomes. The firm was formed from the acquisition of Bowstring Advisors, Western Reserve, Trinity Capital, DH Capital and JMP Group, LLC. Citizens Financial Group, Inc. is one of the nation’s oldest and largest financial institutions. Website

https://www.citizensbank.com/corporatefinance/mergers-andacquisitions/advisory.aspx

Entity Types

Investment Bank Private Company

Also Known As

Citizens

Formerly Known As

Bowstring Advisors

Service Provider Types

Investment Bank (Primary Type) Financing Advisory Other Consultant Type

Year Founded

2009

Employees

130+

Service Breakdown

Serviced Companies: 500 Serviced Deals: 500 Serviced Investors:

Contact Information Primary Contact

Primary Office

Scott Rhodes

3550 Lenox Road Northeast

Managing Director Scott.rhodes@citizensbank.com Phone: +1 (404) 461-4600

Three Alliance Center, Suite 1200 Atlanta, GA 30326 United States Phone: +1 (404) 461-4600 info@bowstringadvisors.com

Preferences Enterprise Value $50.00M - $500.00M

Transaction Amount $5000M - $500.00M

Preferred Industries

Geographical Preferences

Preferred Deal Types

Aerospace, Defense & Government Services / Business Services / Consumer / Healthcare / Gaming, Lodging and Commercial Real Estate / Industrials / Technology, Media & Telecom / Transportation & Logistics

United States

Add-on, Buyout/LBO, Debt - General, Early Stage VC, Investor Buyout by Management, Later Stage VC, Management Buyout, Merger/Acquisition, Mezzanine, PE Growth/Expansion, Recapitalization, Senior Debt

CIVC Partners | PE/Buyout Profile General Information Description Founded in 1970, CIVC Partners is a private equity firm based in Chicago, Illinois. The firm specializes in buyout, recapitalization and growth equity capital investments in middle-market companies. The firm prefers to invest in the utility & infrastructure services, facility services, transportation & logistics, outsourced services, environmental services, information technology services, healthcare services, software and tech-enabled services, insurance services, compliance and risk management, and financial technology sectors. Website www.civc.com Total Investments 173† Entity Types

PE/Buyout Direct Investment

Also Known As

CIVC

Formerly Known As

Continental Illinois Venture Corp.

Legal Name

CIVC Partners, L.P.

Investor Type

PE/Buyout (Primary Type) Growth/Expansion

Investor Status

Actively Seeking New Investments

Year Founded

1970

AUM

$1.20B

Dry Powder

$557.88M

Active Portfolio

Investments (TTM)

10†

Exits

Med. Round Amount

$28.50M

Med. Valuation

$13.80M

# of Professionals

† Includes add-ons All investments are equity/add-on investments only

Contact Information Primary Contact

Primary Office

Nicholas Canderan

191 North Wacker Drive

Director of Business Development ncanderan@civc.com Phone: +1 (312) 873-7319

Suite 1100 Chicago, IL 60606 United States Phone: +1 (312) 873-7300 Fax: +1 (312) 873-7301 civc_partners@civc.com

Investment Preferences Preferred Investment Amount

$20M - $100M

Preferred Revenue

$40M - $300M

Preferred Deal Size

$15M - $300M

Preferred EBITDA

$5M - $25M

Preferred Industries

Geographical Preferences

Preferred Deal Types

Preferred Verticals

Other Investment Preferences

Commercial Products, Commercial Services, Healthcare Services, Insurance, IT Services, Media, Other Financial Services, Software

Canada, United States

Buyout/LBO, PE Growth/Expansion, Recapitalization

Big Data, CleanTech, FinTech, HealthTech, Industrials, Infrastructure, InsurTech, Manufacturing, SaaS, TMT

Prefers majority stake, Will syndicate

Clearsight Advisors | Investment Bank Profile General Information Description Established in 2011, Clearsight Advisors is an independent investment banking firm based in McLean, Virginia. The firm provides merger and acquisition, and capital raising solutions to growth-oriented business services and technology companies. Clearsight combines deep market insights across software, services, and data. The firm caters to the consulting and outsourcing, public sector technology, financial services, market research, information services, and software sectors. The firm was acquired by Regions Financial at the end of 2021. Website

www.clearsightadvisors.com

Year Founded

2011

Entity Types

Investment Bank Private Company Investor

Employees

Service Breakdown

Serviced Companies: 151 Serviced Deals: 151 Serviced Investors: 9

Also Known As

Clearsight

Legal Name

Clearsight Advisors, Inc.

Service Provider Type

Investment Bank

Contact Information Primary Contact

Primary Office

Bethany Seidler

1650 Tysons Boulevard

Director of Operations & Co-Founder bseidler@clearsightadvisors.com Phone: +1 (703) 672-3104

Suite 710 McLean, VA 22102 United States Phone: +1 (703) 672-3100 info@clearsightadvisors.com

Preferences Enterprise Value $50.00M - $500.00M Preferred Industries

Geographical Preferences

Preferred Deal Types

Preferred Verticals

BPO/Outsource Services, Consulting Services (B2B), Education and Training Services (B2B), Government, Healthcare, Human Capital Services, Information Technology, Media and Information Services (B2B), Office Services (B2B), Other Commercial Services

Canada, Europe, United States, United States

Buyout/LBO, Corporate Divestiture, IPO, Merger/Acquisition, Mezzanine, PE Growth/Expansion, Recapitalization, Senior Debt, Subordinated Debt

Artificial Intelligence & Machine Learning, FinTech, LOHAS & Wellness, SaaS

Company.com | Private Company Profile General Information Description Company.com offers a unique Digital Experience Platform (DXP) that specializes in reducing time-to-value of integration, modernization and digital transformation initiatives. By building connected experiences that are technology-agnostic via microarchitecture and developer-friendly tools, the Company.com DXP allows businesses to deliver the value of a modern digital platform regardless of the challenges they face with their legacy infrastructure. Most Recent Financing Status (as of 09-Dec-2021) Company investors include founder and CEO Bill Wade, FTV Capital, signatures Capital, hall of fame MLB player Mike Piazza, Kim Cooke, Shervin Pishevar, and other angel investors. The last financing round was completed in 2017. Entity Types

Private Company Acquirer

Website

www.company.com

Formerly Known As

MakeMoneySaveMoney, Company.com Corp

Legal Name

Company.com, LLC.

Business Status

Generating Revenue

Ownership Status

Privately Held (backing)

Financing Status

Venture Capital-Backed

Year Founded

2008

Universe

Venture Capital

Employees

Industries, Verticals & Keywords Primary Industry

Verticals

Keywords

Business/Productivity Software

TMT

Digital Experience Platform Digital Transformation

Other Industries

DXP

Media and Information Services (B2B)

IPaaS SaaS CX Transformation Microservices Integration Platform

Contact Information Primary Contact

Primary Office

William Wade

1201 Spyglass Drive

Founder, Chief Executive Officer & Board Member bill.wade@company-corp.com Phone: +1 (678) 909-0563

Suite 100 Austin, TX 78746 United States

Compass Group Equity Partners | PE/Buyout Profile General Information Description Compass Group is a St. Louis-based private investment firm that partners with small-to-medium sized private companies that prioritize people, values, and results. The firm launched in 2015 to leverage the group’s experience as entrepreneurs, business owners, and executives to invest alongside owners and management teams of closely held businesses with a focus on long-term value creation. We offer the capital, operational expertise, and strategic guidance to support management teams in accelerating growth, exceeding historical performance and creating market leading businesses. Website

www.cgep.com

Total Investments

18†

Entity Types

PE/Buyout Direct Investment

Active Portfolio

Also Known As

Compass Group, CGEP

Investments (TTM)

9†

Legal Name

Compass Group, LLC

Exits

Investor Type

PE/Buyout (Primary Type) Growth/Expansion

Med. Round Amount

$3.36M

# of Professionals

Investor Status

Actively Seeking New Investments

Year Founded

2015

† Includes add-ons All investments are equity/add-on investments only

Contact Information Primary Contact

Primary Office

Stuart Noel

7701 Forsyth Boulevard

Director of Business Development stuartn@cgep.com Phone: +1 (314) 384-1102

Seventh Floor Saint Louis, MO 63105 United States Phone: +1 (314) 721-2800 info@cgep.com

Investment Preferences Preferred Investment Amount

$2M - $30M

Preferred Revenue

$10M - $100M

Preferred Company Valuation

$10M - $100M

Preferred Deal Size

$1M - $100M

Preferred EBITDA

$2M - $12M

Preferred Industries

Geographical Preferences

Preferred Deal Types

Preferred Verticals

Other Investment Preferences

Business Products and Services (B2B), Consumer Services, Healthcare Services, Materials and Resources

North America

Buyout/LBO, Management Buyout, PE Growth/Expansion

Manufacturing, Pet Technology, Industrials,

Prefers majority stake, Will syndicate

Coupa (NAS: COUP) | General Information Description Coupa Software is a cloud-based, business spending management platform that provides companies with more control and visibility into how they spend money. Since it was founded in 2006, Coupa has connected buyers with suppliers and helped buyers save money by improving procurement, expense management, invoice processing, and payments. The company is headquartered in San Mateo, California, and went public in October 2016 Website

www.coupa.com

Total Investments

Entity Types

Public Company Acquirer

Active Portfolio

Investments (TTM)

Med. Round Amount

$50.85M

Med. Valuation

$50.85M

# of Professionals

Legal Name

Coupa Software Inc.

Investor Type

Corporation (Primary Type) VC-Backed Company

Investor Status

Actively Seeking New Investments

Year Founded

2006

† Includes add-ons All investments are equity/add-on investments only

Contact Information Alliance Contact

Primary Office

Erika Johnson

1855 South Grant Street

Senior Director, Alliances Erika.johnson@coupa.com Phone: +1 (604) 649-4985

San Mateo, CA 94402 United States Phone: +1 (650) 931-3200 info@coupa.com

Partnership Preferences Preferred Partnerships

Geographical Preferences

Partnership Types

Industry Focus

PE & VC to provide best in class BSM solutions across portfolios. Help companies scale and drive profitability.

North America

Formal/ Informal

Hi Tech, Life Sciences, Business Services, Consumer Goods

Investment Preferences Preferred Industries

Geographical Preferences

Preferred Deal Types

Preferred Verticals

Other Investment Preferences

Application Software, Business/Productivity Software, Other Software, Software Development Applications

United States

Merger/Acquisition

SaaS, TMT

Prefers majority stake

Cresa | Private Company Profile General Information Description Provider of real estate consultancy services. The company offers transaction management, facilities management, lease administration, project management, relocation management and strategic services to tenants and real estate clients.

Entity Types

Private Company Acquirer Other Consultant Type

Website

www.cresa.com

Legal Name

Cresa Global, Inc.

Business Status

Commercial Real Estate Occupier Services

Ownership Status

Private Company

Year Founded

1993

Universe

Private Equity

Parent Company

Cresa Global, Inc.

Employees

1,000

Financing Status

Industries, Verticals & Keywords Primary Industry

Verticals

Keywords

Consulting Services (B2B)

Real Estate Consulting

strategic services transaction management

Other Industries

project management

Other Commercial Services Real Estate Services (B2C)

Contact Information Primary Contact

Primary Office

CRI Capital Advisors | Investment Bank Profile General Information Description Founded in 2005, CRI Capital Advisors is a mergers and acquisitions focused investment banking firm providing solutions to lowermiddle market companies. The firm has experience across a broad range of industries including: manufacturing, healthcare, business services, energy services and many others. Website

www.criadv.com

Year Founded

2005

Entity Type

Investment Bank

Employees

Formerly Known As

Genesis Business Group

Service Breakdown

Legal Name

CRI Transaction Advisors LLC

Service Provider Type

Investment Bank (Primary Type) Financing Advisory

Serviced Companies: 21 Serviced Deals: 21 Serviced Investors: 1

Contact Information Primary Contact

Primary Office

Paul Evans

7035 Halcyon Park Drive

Partner paul@criadv.com Phone: +1 (334) 328-0988

Montgomery, AL 36117 United States Phone: +1 (334) 386-5240 info@criadv.com

Preferences Enterprise Value $5.00M - $100.00M Preferred Industries

Geographical Preferences

Preferred Deal Types

Preferred Verticals

Agriculture, Apparel and Accessories, Chemicals and Gases, Commercial Products, Commercial Services, Commercial Transportation, Communications and Networking, Computer Hardware, Construction (NonWood), Consumer Durables, Consumer Non-Durables, Containers and Packaging, Energy Equipment, Energy Services, Exploration, Production and Refining, Forestry, Healthcare Devices and Supplies, Healthcare Services, Healthcare Technology Systems, IT Services, Media, Metals, Minerals and Mining, Other Business Products and Services, Other Consumer Products and Services, Other Energy, Other Healthcare, Other Information Technology, Other Materials, Pharmaceuticals and Biotechnology, Restaurants, Hotels and Leisure, Retail, Semiconductors, Services (NonFinancial), Software, Textiles, Transportation, Utilities

United States

Buyout/LBO, Merger/Acquisition, PE Growth/Expansion, Recapitalization

Big Data, Cybersecurity, E-Commerce, Infrastructure, Life Sciences, LOHAS & Wellness, Manufacturing, SaaS

Croft & Bender Service provider type: Investment Bank | Year founded: 1996

Croft & Bender is an investment banking firm based in Atlanta, Georgia. The firm provides merger and acquisition, capital raising and financial advisory services to middle-market and emerging growth companies. The firm maintains broad industry expertise, with areas of focus including the business services, industrial, technology, healthcare and consumer sectors.

Contact

Primary contacts

4401 Northside Parkway

Frank H. “Bo” Briggs, III Managing Director bbriggs@croft-bender.com

Suite 395 Atlanta, GA 30327 United States +1 (404) 841-3131

Ronald B. Goldman Managing Director rgoldman@croft-bender.com Steve B. Tye Managing Director stye@croft-bender.com R. Christian Given Director of Business Development cgiven@croft-bender.com

General statistics Target EBITDA

Target transaction amount

$5M-$50M

$30M-$500M

Recently closed transactions Investor/company serviced

Service

Deal type

Client location

Millwork Sales

Advisor: General

Sale

Orlando, FL

Abacus Solutions

Advisor: General

Sale

Marietta, GA

SEI Group

Advisor: General

Sale

Doraville, GA

Medport

Advisor: General

Sale

Las Vegas, NV

TriLink Saw Chain

Advisor: General

Sale

Atlanta, GA

Rasa Floors

Advisor: General

Recapitalization

Carrollton, TX

MediStreams

Advisor: General

Recapitalization

Roswell, GA

Cumberland Group

Advisor: General

Recapitalization

Atlanta, GA

Drive Automotive Services

Advisor: General

Recapitalization

Acworth, GA

Tech-Enabled Real Estate Brokerage

Advisor: General

Recapitalization

Undisclosed

Tech-Enabled Consulting Firm

Advisor: General

Recapitalization

Undisclosed

Prescription Drug Management

Advisor: General

Recapitalization

Undisclosed

Solutions Provider

Transactions by industry (last 10 years)

80 Data sourced from the PitchBook Platform, the financial information technology trusted by leading investors, companies and advisors.

Business Services Consumer Healthcare

19% 11% 17%

Industrial Technology

29% 24%

81 Data sourced from the PitchBook Platform, the financial information technology trusted by leading investors, companies and advisors.

Crowe | Accounting/Auditor Profile General Information Description Founded in 1942, Crowe is an accounting and consulting firm that provides a wide array of services such as audit and assurance, taxation, bankruptcy and insolvency consulting forensic investigations, restructuring advisory, mergers and acquisitions, valuation services, and risk management services. The firm caters to the construction, financial services, government, healthcare, food and commodities, higher education, manufacturing and distribution, private equity, and retail sectors. Website

www.crowe.com

Year Founded

1942

Entity Types

Accounting/Auditor Private Company Acquirer

Employees

4500

Service Breakdown

Serviced Companies: 153 Serviced Deals: 116 Serviced Investors: 112 Serviced Funds: 112

Formerly Known As

Crowe Chizek & Company, Crowe Horwath

Legal Name

Crowe LLP

Service Provider Types

Accounting/Auditor (Primary Type) Financing Advisory

Contact Information Primary Contact

Primary Office

Ari Roloff

401 E Las Olas Blvd

Business Development Executive Phone: +1 (954) 732-1291

Suite 1100 Fort Lauderdale, FL 33301 United States Phone: +1 (954) 202-8600

Preferences Preferred Industries

Geographical Preferences

Preferred Deal Types

Preferred Verticals

Accessories, Accounting, Audit and Tax Services (B2B), Application Software, Aquaculture, Asset Management, Automation/Workflow Software, Automotive, Beverages, BPO/Outsource Services, Brokerage, Buildings and Property, Business/Productivity Software, Clothing, Coal Mining, Commercial Banks, Commercial Products, Computers, Parts and Peripherals, Conglomerates, Construction and Engineering, Consulting Services (B2B), Consumer Finance, Database Software, Education and Training Services (B2B), Educational and Training Services (B2C), Electronic Equipment and Instruments, Energy Infrastructure, Energy Traders and Brokers, Environmental Services (B2B), Exploration, Production and Refining, Fiberoptic Equipment, Financial Software, Food Products, Forestry Processing, Healthcare, Holding Companies, Home Furnishings, Hotels and Resorts, Human Capital Services, Industrial Chemicals, Insurance Brokers, Internet Software, IT Services, Legal Services (B2C), Leisure Facilities, Life and Health Insurance, Logistics, Marine, Marine, Media, Media and Information Services (B2B), Multi-line Insurance, Network Management Software, Office Services (B2B), Operating Systems Software, Other Agriculture, Other Capital Markets/Institutions, Other Commercial Services, Other Communications and Networking, Other Consumer Non-Durables, Other Consumer Products and Services, Other Energy, Other Energy Services, Other Financial Services, Other Hardware, Other Metals, Minerals and Mining, Other Restaurants, Hotels and Leisure, Other Semiconductors, Other Services (B2C Non-Financial), Other Transportation, Other Transportation, Plastic Containers and Packaging, Printing Services (B2B), Private Equity, Property and Casualty Insurance, Rail, Re-Insurance, Real Estate Services (B2C), Recreational Goods, Restaurants and Bars, Retail, Road, Security Services (B2B), Social/Platform Software, Software Development Applications, Specialized Finance, Specialty Chemicals, Telecommunications Service Providers, Water Utilities, Wireless Communications Equipment

Canada, United States

Add-on, Bankruptcy: Admin/Reorg, Bankruptcy: Liquidation, Buyout/LBO, Carveout, Corporate, Corporate Asset Purchase, Debt General, Early Stage VC, IPO, Later Stage VC, Management Buy-In, Merger/Acquisition, Mezzanine, PE Growth/Expansion, PIPE, Public Investment 2nd Offering, Reverse Merger, Secondary Transaction - Open Market, Secondary Transaction - Private

3D Printing, AdTech, Artificial Intelligence & Machine Learning, Big Data, CleanTech, CloudTech & DevOps, Cybersecurity, Digital Health, E-Commerce, FemTech, FinTech, FoodTech, HR Tech, Industrials, Infrastructure, InsurTech, Internet of Things, Life Sciences, LOHAS & Wellness, Manufacturing, Marketing Tech, Mobile, Mobility Tech, Oil & Gas, Oncology, Pet Technology, Restaurant Technology, SaaS, Supply Chain Tech, TMT

D.A. Davidson Companies | Investment Bank Profile General Information Description D.A. Davidson Companies is an investment banking firm founded in 1935 and headquartered in Great Falls, Montana. The firm has investment banking offices in many U.S. cities including Costa Mesa, Denver, Chicago, New York, Atlanta, Seattle, Portland, and San Francisco. The firm offers a full range of advisory and execution services in the areas of mergers and acquisitions, public and private equity offerings, senior and subordinated debt financing, and financial restructurings. Additionally, the firm offers sell-side and buy-side advisory services which include the sale of companies or divisions, mergers, strategic partnering transactions, leveraged buyouts, management-led buyouts, acquisitions, and fairness opinions. The firm’s Investment Banking organization is divided into the following primary industry sectors: Diversified Industrials, Consumer, Technology, and Financial Services. Website

www.dadavidson.com

Year Founded

1935

Entity Types

Investment Bank Investor Money Management Firm

Employees

1400

Service Breakdown

Serviced Companies: 605 Serviced Deals: 616 Serviced Investors: 76 Serviced Funds: 4

Legal Name

D. A. Davidson & Co.

Service Provider Types

Investment Bank (Primary Type) Financing Advisory Other Service Provider Type Other Vendor Type

Contact Information Primary Contact

Corporate Headquarters

David H. Morse

8 Third Street North

Managing Director, Investment Banking dmorse@dadco.com Phone: +1 (917) 446-9972

P.O. Box 5015 59403 Great Falls, MT 59401 United States Phone: +1 (800) 332-5915

Preferences Preferred Industries

Geographical Preferences

Preferred Deal Types

Preferred Verticals

Aerospace and Defense, Apparel and Accessories, Capital Markets/Institutions, Commercial Banks, Communications and Networking, Computer Hardware, Construction and Engineering, Consulting Services (B2B), Educational and Training Services (B2C), Energy, Environmental Services (B2B), Industrial Supplies and Parts, Insurance, IT Services, Legal Services (B2B), Legal Services (B2C), Media, Media and Information Services (B2B), Other Business Products and Services, Other Commercial Products, Other Commercial Services, Other Consumer Products and Services, Other Financial Services, Other Information Technology, Real Estate Services (B2C), Restaurants, Hotels and Leisure, Retail, Semiconductors, Software, Transportation

United States

Bankruptcy: Admin/Reorg, Bankruptcy: Liquidation, Buyout/LBO, Convertible Debt, Corporate, Corporate Asset Purchase, Debt - General, Early Stage VC, IPO, Later Stage VC, Management Buyout, Merger of Equals, Merger/Acquisition, Mezzanine, PE Growth/Expansion, PIPE, Public Investment 2nd Offering, Public to Private, Recapitalization, Reverse Merger, Secondary Transaction - Open Market, Secondary Transaction Private, Senior Debt, Subordinated Debt

CleanTech, FinTech, Manufacturing

Deerpath Capital Management | Lender Profile General Information Description Founded in 2007, Deerpath Capital Management is a lender based in New York. The firm specializes in providing senior debt investments in lower-middle market companies. The firm provides growth capital, debt refinancing, acquisition financing, and recapitalization to the industries in the area of technology, healthcare, business services, consumer, retail, distribution, niche manufacturing, financial services, media, and telecommunication. Website

www.deerpathcapital.com

Year Founded

2007

Entity Types

Lender Lender/Debt Provider/ Equity

Employees

Also Known As Legal Name

Deerpath Capital Management, LP

Service Provider Type

Lender

Service Breakdown

Contact Information Primary Contact

Primary Office

Orin Port

405 Lexington Avenue

Managing Director, Origination oport@deerpathcapital.com Phone: +1 (954) 703-6041

53rd Floor New York, NY 10174 United States www.deerpathcapital.com

Preferences Enterprise Value $50.00M - $200.00M

Transaction Amount $20.00M - $100.00M

Preferred Industries

Geographical Preferences

Preferred Deal Types

Business/ Commercial Services, Manufacturing Distributors/Wholesale, Financial Services, Healthcare, Materials and Resources, Media, Retail, Technology, Telecommunications Service Providers

United States, Canada

Acquisition Financing, Buyout/LBO, Debt General, Loan, Merger/Acquisition, PE Growth/Expansion, Recapitalization, Senior Debt, Senior Debt, Secured

Preferred Verticals

Preferred Fund Types Direct Lending

De NES Partners | Financing Advisory Profile General Information Description De NES Partners is a boutique mergers and acquisitions advisory firm dedicated to serving owners of single and multi-generational family and other privately-held businesses across the United States and works across the full spectrum of manufacturing, distribution, and company-to-company business services. The firm was founded in 2013 and is based out of Atlanta, Georgia. Website

www.denespartners.com

Year Founded

2013

Entity Type

M&A Advisory

Employees

Legal Name

De NES Partners, LLC

Service Breakdown

Service Provider Type

M&A Advisory (Primary Type) Investment Bank

Serviced Companies: 17 Serviced Deals: 14

Contact Information Primary Contact

Primary Office

Douglas Hubert

5 Concourse Parkway

Co-Founder & Managing Partner dhubert@denespartners.com Phone: +1 (770) 858-4491

Suite 3000 Atlanta, GA 30328 United States Phone: +1 (770) 858-4491

Preferences Transaction Amount $20.00M - $300.00M Preferred Industries

Geographical Preferences

Preferred Deal Types

Preferred Verticals

Building Products, B2B Services; Wholesale Distributors, Financial Services, Healthcare Services, Industrial Supplies and Parts, Other Business Products and Services, Other Healthcare, Software

United States

Add-on, Buyout/LBO, Merger/Acquisition, PE Growth/Expansion, Recapitalization

Manufacturing; B2B Services; Value-added distribution

Dixon Hughes Goodman | Accounting/Auditor Profile General Information Description Ranking among the top 20 in the nation. DHG is a leading professional services firm offering assurance, tax and advisory services for clients in all 50 states and internationally. Our strength lies in the integration of our technical knowledge, industry intelligence and future focused approach. Together, these principles drive our purpose: to help clients achieve their goals today and tomorrow. With more than 2,000 professionals across the United States and in the United Kingdom, DHG is passionate about creating unparalleled client experiences that as personal as they are productive. We listen, collaborate and innovate to support and enrich our clients and the communities they serve. Website www.dhg.com Year Founded 1932 Entity Types

Accounting/Auditor Private Company Acquirer

Formerly Known As

Dixon Hughes

Legal Name

Dixon Hughes Goodman LLP

Service Provider Type

Accounting/Auditor

Employees

2000

Service Breakdown

Serviced Companies: 300 Serviced Funds: 500

Contact Information Primary Contact

Primary Office

Scott Linch

4350 Congress Street

Managing Partner, DHG Private Equity scott.linch@dhg.com Phone: +1 (704) 367-7053

Suite 900 Charlotte, NC 28209 United States Phone: +1 (704) 367-7020 Fax: +1 (704) 367-7760 info@dhg.com

Preferences Transaction Amount $25.00M - $50.00M Preferred Industries

Geographical Preferences

Preferred Deal Types

Preferred Verticals

Agriculture, Automotive, Buildings and Property, Clothing, Commercial Banks, Commercial Transportation, Commercial/Professional Insurance, Construction and Engineering, Department Stores, Distributors/Wholesale, Distributors/Wholesale (B2C), Education and Training Services (B2B), Electronics (B2C), Energy Exploration, Energy Services, Footwear, General Merchandise Stores, Government, Healthcare, Hotels and Resorts, Human Capital Services, Information Technology, Legal Services (B2B), Legal Services (B2C), Life and Health Insurance, Logistics, Media and Information Services (B2B), Other Insurance, Other Restaurants, Hotels and Leisure, Other Retail, Private Equity, Property and Casualty Insurance, Real Estate Services (B2C), Restaurants and Bars, Specialty Retail, Utilities

Canada, Europe, United States

Angel (individual), Bankruptcy: Admin/Reorg, Buyout/LBO, Carveout, Corporate Asset Purchase, Early Stage VC, IPO, Merger/Acquisition, Mezzanine, PE Growth/Expansion, Public Investment 2nd Offering, Seed Round

AgTech, Life Sciences, Manufacturing, Oil & Gas

DINAN CAPITAL ADVISORS AT A GLANCE

LEADING MIDDLE MARKET M&A ADVISOR Dinan Capital Advisors (DCA) is a leading middle market M&A advisory firm. DCA provides informed and insightful advisory services to business owners who are pursuing or considering a sale transaction. Our global capabilities and dedicated senior bankers— equipped with keen negotiating and execution skills, industry knowledge, and longstanding relationships with strategic and financial buyers—deliver optimal transaction outcomes for our clients.

RECENT M&A SELLSIDE TRANSACTIONS

BROAD INDUSTRY EXPERIENCE Understanding a client’s industry, growth opportunities, and value drivers is paramount to obtaining a successful engagement outcome. We provide our clients with senior-level industry expertise in numerous industry sectors including: Aerospace, Defense & Government

Healthcare

Business Services

Industrials

Consumer, Food & Retail

Software & Technology

Energy & Infrastructure

Transportation & Logistics

HEADQUARTERS: 307 N GATEWAY BLVD ⚫ PHOENIX, AZ 85008-6589 ⚫ 855.955.1500 ⚫ DINANCOMPANY.COM BRANCH OFFICES: ATLANTA, GA ⚫ CHICAGO, IL ⚫ SAN FRANCISCO, CA ⚫ NEW DELHI, INDIA

Dorilton Capital | Investor Profile General Information Description Dorilton Capital is a private investment firm that seeks to make 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. Website

www.doriltongroup.com

Total Investments

60†

Entity Types

Investor Family Office

Active Portfolio

Also Known As

Dorilton

Investments (TTM)

Legal Name

Dorilton Capital Management LLC

Exits

Investor Types

Family Office (Primary Type) Growth/Expansion PE/Buyout

Med. Round Amount

N/A

Med. Valuation

$58.50M

# of Professionals

Investor Status

Actively Seeking New Investments

Year Founded

2009

† Includes add-ons All investments are equity/add-on investments only

Contact Information Primary Contact

Primary Office

Brian Talbott

32 Avenue of the Americas

Assistant Vice President Phone: +1 (212) 929-0358

26th Floor New York, NY 10013 United States Phone: +1 (212) 929-0358 Fax: +1 (212) 929-0381 info@doriltoncapital.com

Investment Preferences Preferred EBITDA

$4M - $30M

Preferred Industries

Geographical Preferences

Preferred Deal Types

Preferred Verticals

Other Investment Preferences

Commercial Services

North America, South America

Buyout/LBO, PE Growth/Expansion, Recapitalization

Services

Prefers majority stake, long term hold for investments

Dubin Clark & Company | PE/Buyout Profile General Information Description Founded in 1984, Dubin Clark is a private equity firm with offices in Boston, Massachusetts and Jacksonville Beach, Florida. The firm prefers to invest in branded niche manufacturers and specialty services sectors. Website

www.dubinclark.com

Total Investments

161†

Entity Type

PE/Buyout

Active Portfolio

Also Known As

Dubin Clark

Investments (TTM)

15†

Legal Name

Dubin Clark & Company, Inc.

Exits

Investor Type

PE/Buyout (Primary Type) Growth/Expansion

Med. Round Amount

$20M

Investor Status

Actively Seeking New Investments

Med. Valuation

$50M

Year Founded

1984

# of Professionals

AUM

$400.00M+

Dry Powder

$45.53M

† Includes add-ons All investments are equity/add-on investments only

Contact Information Primary Contact

Primary Office

Brent Paris

1030 Second Street South

Managing Partner paris@dubinclark.com Phone: +1 (203) 629-2030

Jacksonville Beach, FL 32250 United States Phone: +1 (203) 629-2030

Investment Preferences Preferred Investment Amount

$5M - $50M

Preferred Revenue

$5M - $100M

Preferred EBITDA

$1M - $10M

Preferred Investment Horizon

5 years

Preferred Industries

Geographical Preferences

Preferred Deal Types

Preferred Verticals

Other Investment Preferences

Commercial Products, Commercial Services, Commercial Transportation, Other Business Products and Services

North America

Acquisition Financing, Add-on, Buyout/LBO, Merger/Acquisition, PE Growth/Expansion

Industrials, Manufacturing, TMT

Long-Term Investor, Prefers majority stake, Will syndicate

DUKE ROYALTY

Non-Dilutive, Permanent Capital Duke Royalty, the first UK quoted diversified royalty investment company, is dedicated to helping business owners achieve their goals through a unique financing solution. Our innovative approach offers non-dilutive, long-term capital to support partner companies in accelerating growth and maximizing future value. Key examples of how Duke’s funding solution has been used to drive growth and shareholder value include, backing MBOs/MBIs, buy-and-build strategies, dividend recapitalizations, and refinancing of existing debt Receive Capital, Retain Control:

Variable Payment Structure:

Our capital empowers owners to focus on their long-term business goals without giving up control or diluting ownership

Distributions fluctuate with partnered company revenues and our long-term investment horizon eliminates the requirement of principal repayment

Aligned Objectives to Drive Success:

Covenant-Light Capital:

Owners can continue to act in their company's best interests without any pressure for an exit or short-sighted focus on profit maximization

Covenants are less restrictive and collateral packages are less intrusive than debt. We can subordinate to senior debt with no personal guarantees

Highly Flexible with Buyback Options:

New Channel of Financing:

Owners have a buy-out clause to repurchase royalty, enabling our partners to retain control over ultimate sale / transformation

Can be made available in situations where traditional forms of debt are difficult to obtain

Our preferred investment size ranges between $5 to $25 million Investment Criteria • Stable revenues and EBITDA positive • History of successful operations • Defined uses for the capital received

Contact: 90

• Management desire to continue with the business • No debt or low levels of debt

Ajay Shivdasani

Steven Russo

Mobile: +1 647 224 6444

Mobile: +1 416 806 1476

Email: ajay@dukeroyalty.com

Email: steve@dukeroyalty.com

Eagle Merchant Partners | PE/Buyout Profile General Information Description Founded in 2013, Eagle Merchant Partners is a private equity firm headquartered in Atlanta, Georgia. The firm prefers to invest in lower middle market consumer and industrial sectors. Website

www.eaglemerchantpartners.com

Total Investments

22†

Entity Types

PE/Buyout Other Service Provider Type

Active Portfolio

Also Known As

Eagle; EMP

Investments (TTM)

5†

Legal Name

EMP Management LLC

Exits

Investor Type

PE/Buyout (Primary Type) Growth/Expansion

# of Professionals

Investor Status

Actively Seeking New Investments

Year Founded

2013

AUM

$200M

† Includes add-ons All investments are equity/add-on investments only

Contact Information Primary Contact

Primary Office

Stockton Croft

One Buckhead Plaza

Co-Founder and Partner scroft@eaglemerchantpartners.com Phone: +1 (404) 974-2499

3060 Peachtree Road NW, Suite 360 Atlanta, GA 30305 United States Phone: +1 (404) 974-2480

Investment Preferences Preferred Revenue

$20M - $200M

Preferred EBITDA

$3M - $30M

Preferred Industries

Geographical Preferences

Preferred Deal Types

Preferred Verticals

Other Investment Preferences

Niche Manufacturing, Commercial Services, Packaging, Specialty Chemicals, Industrial MRO services, Franchises, Fitness, Childhood enrichment, Restaurants, Home services, Automotive Services, Outdoor Living

Southeast, Texas

Buyout/LBO, Carveout, PE Growth/Expansion, Recapitalization, Family-owned business transitions

Industrials, Infrastructure, Manufacturing, Commercial services, Multi-unit Consumer, Consumer services

Prefers majority stake, Will syndicate, First Institutional Capital

EBSCO Capital | Family Office Profile General Information Description Founded in 2014, EBSCO Capital is the investment and acquisitions arm of EBSCO Industries based in Birmingham, Alabama. The firm has a multi-faceted investment strategy that anchors around a thematic investment mandate. As thematic investors, the firm seeks to capture, across asset classes, the opportunities created by long-term structural trends. The firm deploys minority and controlling equity capital in situations ranging from buyouts, add-ons, venture, growth equity, and private equity and venture capital (as a limited partner). Website

www.ebscocapital.com

Total Investments

29†

Entity Type

Family Office

Active Portfolio

Also Known As

EBSCO

Investments (TTM)

1†

Legal Name

EBSCO Capital, LLC

Exits

Parent Company

EBSCO Industries

Med. Round Amount

$9.05M

Investor Types

Family Office (Primary Type) Growth/Expansion PE/Buyout Venture Capital

Med. Valuation

$14.22M

# of Professionals

Investor Status

Actively Seeking New Investments

Year Founded

2014

AUM

$300.00M

Dry Powder

$50.78M

† Includes add-ons All investments are equity/add-on investments only

Contact Information Primary Contact

Primary Office

Kirby Crutchfield Vice President of Business Development kcrutchfield@ebscocapital.com Phone: +1 (205) 394-0429

5724 Highway 280 East Birmingham, AL 35242 United States Phone: +1 (205) 991-6600 contact@ebscocapital.com

Investment Preferences Preferred EBITDA

$5M - $25M

Preferred Industries

Geographical Preferences

Preferred Deal Types

Preferred Verticals

Other Investment Preferences

Distribution (B2B, B2C), Green Energy, Water, Technology, White Van Industries, Education, Professional Services

Canada, United States

Add-on, Buyout/LBO, Early Stage VC, Joint Venture, Later Stage VC, PE Growth/Expansion, Recapitalization

SaaS, Green Energy, Water, Ed-Tech, Electrical Products, Hydraulic Products, Equipment Dealerships, Specialty MRO Services, Engineering

Prefers majority stake

The Edgewater Funds | PE/Buyout Profile General Information Description Founded in 2001, The Edgewater Funds is a private equity firm based in Chicago, Illinois. Website

www.edgewaterfunds.com

Total Investments

236†

Entity Types

PE/Buyout Private Company Other Service Provider Type

Active Portfolio

Investments (TTM)

6†

Exits

Med. Round Amount

$15.00M

Med. Valuation

$25.04M

# of Professionals

Also Known As

Edgewater

Formerly Known As

Edgewater Growth Capital Partners

Legal Name

Edgewater Services LLC

Parent Company

Lazard

Investor Type

PE/Buyout (Primary Type) Growth/Expansion

Investor Status

Acquired/Merged (Operating Subsidiary)

Year Founded

2001

AUM

$2.8B

Dry Powder

$503.78M

† Includes add-ons All investments are equity/add-on investments only

Contact Information Primary Contact

Primary Office

Brian Peiser

900 North Michigan Avenue

Partner brianp@edgewaterfunds.com Phone: +1 (312) 664-8571

Suite 1800 Chicago, IL 60611 United States Phone: +1 (312) 649-5666 inquiry@edgewaterfunds.com

Investment Preferences Preferred Investment Amount

$25M - $100M

Preferred Industries

Geographical Preferences

Preferred Deal Types

Biotechnology, Commercial Products, Commercial Services, Consumer Durables, Consumer NonDurables, Government, Healthcare Services, IT Services, Media, Other Healthcare, Other Information Technology, Pharmaceuticals, Services (NonFinancial), Software

United States

Buyout/LBO, PE Growth/Expansion

Preferred Verticals

Healthcare Business and Consumer Services Telecom & Technology Niche Manufacturing Industrial Services Aerospace & Defense

Other Investment Preferences Both Control and NonControl

Eversheds Sutherland | Law Firm Profile General Information Description As a global top 10 law firm, Eversheds Sutherland provides legal services to a global client base ranging from small and mid-sized businesses to the largest multinationals. With more than 3,000 lawyers, Eversheds Sutherland operates in 68 offices in 32 jurisdictions across Africa, Asia, Europe, the Middle East and the United States. In addition, a network of more than 200 related law firms, including formalized alliances in Latin America, Asia Pacific and Africa, provide support around the globe. Eversheds Sutherland provides the full range of legal services, including corporate and M&A; dispute resolution and litigation; energy and infrastructure; finance; human capital and labor law; intellectual property; real estate and construction; and tax. For more information, visit eversheds-sutherland.com. Website

www.eversheds-sutherland.com

Year Founded

Entity Types

Law Firm Private Company

2017 (Eversheds Sutherland); 1988 (Eversheds); 1924 (Sutherland)

Employees

751

Formerly Known As

Eversheds, Sutherland Asbill & Brennan

Service Breakdown

Legal Name

Eversheds Sutherland

Serviced Companies: 185 Serviced Deals: 171 Serviced Investors: 240 Serviced Funds: 4

Service Provider Type

Law Firm

Contact Information Primary Contact

Primary Office

Mark Wasserman

999 Peachtree Street, NE

Co-Chief Executive Officer markwasserman@eversheds-sutherland.com

Suite 2300

Phone: +1.404.853.8398

Atlanta, Georgia Phone: +1.404.853.8000 Fax: +1.404.853.8806

Ernst & Young, LLP (EY) Service provider type: Accounting/Financial Advisory | Year founded: 1849 Assurance | Tax | Transactions | Advisory As Advisors to the ambitious™, EY Private professionals possess the experience and passion to support private businesses and their owners in unlocking the full potential of their ambitions. EY Private teams offer distinct insights born from the long EY history of working with business owners and entrepreneurs. These teams support the full spectrum of private enterprises including private capital managers and investors and the portfolio businesses they fund, business owners, family businesses, family offices and entrepreneurs. Visit ey.com/private. © 2022 Ernst & Young LLP. All Rights Reserved. Primary contacts: Contact: Chevenry Arnold – Managing Director, EY Private Phone: 678-595-3434 Email: chevenry.arnold@ey.com Contact: Ashley Scott – Central Region Private Equity Tax Segment Leader Phone: 404-817-4222 Email: ashley.scott@ey.com Contact: Jason Thibo – Partner, Strategy and Transactions Phone: 404-817-5436 Email: jason.thibo@ey.com Contact: Onuwa Uzor – Partner, Transaction Diligence Phone: 404-817-5084 Email: onuwa.uzor@ey.com Contact: James Summer, Managing Director, Assurance Services Phone: 404-817-5698 Email: james.summer@ey.com

Farragut Capital Partners | Investor Profile General Information Description Founded in 2011, Farragut Capital Partners is a privately held mezzanine investment firm based in Washington, District of Columbia. The firm prefers to provide mezzanine, subordinated debt and equity capital to finance lower middle market companies and management teams. The firm seeks to invest in the industrial services, distribution, light manufacturing, business services, healthcare, consumer, and media sectors. Website

www.farragutcapitalpartners.com

Total Investments

77†

Entity Types

Investor Mezzanine

Active Portfolio

Also Known As

Farragut, FCP

Investments (TTM)

Legal Name

Farragut Capital Partners, LLC

Exits

Investor Types

Mezzanine (Primary Type) Growth/Expansion PE/Buyout

Med. Round Amount

$8.00M

Med. Valuation

$50M

# of Professionals

Investor Status

Actively Seeking New Investments

Year Founded

2011

AUM

$284.40M

Dry Powder

$75M

† Includes add-ons All investments are equity/add-on investments only

Contact Information Primary Contact

Primary Office

Javier Aguirre

5301 Wisconsin Avenue North West

Co-Founder & Managing Partner jaguirre@farragutcapitalpartners.com Phone: +1 (301) 913-5296

Suite 410 Washington, DC 20015 United States Phone: +1 (301) 913-5296

Investment Preferences Preferred Investment Amount

$2M - $15M

Preferred Revenue

$10M - $150M

Preferred Company Valuation

$10M - $100M

Preferred EBITDA

$2M - $10M

Preferred Investment Horizon

5 - 7 years

Preferred Industries

Geographical Preferences

Preferred Deal Types

Preferred Verticals

Other Investment Preferences

Commercial Services, Consumer Durables, Consumer NonDurables, Healthcare, Media, Retail

United States

Acquisition Financing, Buyout/LBO, Management Buyout, Mezzanine, PE Growth/Expansion, Recapitalization, Subordinated Debt

AdTech, Advanced Manufacturing, Digital Health, HealthTech, Industrials, Manufacturing, TMT

Long-Term Investor, Prefers minority stake, Will syndicate

Fifth Third Capital Markets Fifth Third Capital Markets is the marketing name under which Fifth Third Bank, National Association, and/or its subsidiaries, H2C Securities Inc. and Fifth Third Securities, Inc., provide certain securities and investment banking products and services. Fifth Third Capital Markets offers investment banking++, debt capital markets+, bond capital markets++, equity capital markets++, financial risk management+, and fixed income sales and trading++. Fifth Third Bank, National Association provides access to investments and investment services through various subsidiaries, including Fifth Third Securities. Coker Capital is a division of Fifth Third Securities. Fifth Third Securities is the trade name used by Fifth Third Securities, Inc., member FINRA/SIPC, a registered broker-dealer and registered investment advisor registered with the U.S. Securities and Exchange Commission (SEC). Registration does not imply a certain level of skill or training. H2C Securities Inc., member FINRA/SIPC, a registered broker-dealer and an indirect subsidiary of Fifth Third Bank, National Association. All rights reserved. Securities and investments offered through Fifth Third Securities, Inc.:

• • • • •

Are Not FDIC Insured Offer No Bank Guarantee May Lose Value Are Not Insured By Any Federal Government Agency Are Not A Deposit

+ Services and activities offered through Fifth Third Bank, National Association. ++ Services and activities offered through Fifth Third Securities, Inc. Contact: Colby Schwartz Managing Director, Financial Sponsors Group Colby.Schwartz@53.com 53.com/capitalmarkets

97 Classification: Internal Use

Five Points Capital | PE/Buyout Profile General Information Description Founded in 1997, Five Points Capital is a private equity firm based in Winston-Salem, North Carolina. The firm manages direct private equity and credit strategies focused on privately-held growth-oriented companies based in the continental United States. The firm makes control equity investments in founder- or entrepreneur-owned businesses with a particular emphasis on the B2B services sector. The firm also provides unitranche or subordinated debt with equity co-investment to support buyouts and acquisitions initiated by financial sponsors and others. Website www.fivepointscapital.com Total Investments 198† Entity Types

PE/Buyout Lender

Active Portfolio

Investments (TTM)

7†

Also Known As

Five Points

Exits

Formerly Known As

BB&T Capital Partners

Med. Round Amount

$25.50M

Legal Name

Five Points Capital, Inc.

Med. Valuation

$29.00M

Parent Company

P10 Holdings

# of Professionals

Investor Types

PE/Buyout (Primary Type) Mezzanine

Investor Status

Actively Seeking New Investments

Year Founded

1997

AUM

$1.13B

Dry Powder

$422M

† Includes add-ons

Contact Information Primary Contact

Primary Office

Brent Kulman

101 North Cherry Street

Director of Business Development bkulman@fivepointscapital.com Phone: +1 (336) 733-0354

Suite 700 Winston-Salem, NC 27101 United States Phone: +1 (336) 733-0350 info@fivepointscapital.com

Investment Preferences Preferred Investment Amount

$5M - $35M

Preferred Revenue

$10M - $75M

Preferred Company Valuation

$30M - $100M

Preferred EBITDA

$3-8M

Preferred Industries

Geographical Preferences

Preferred Deal Types

Preferred Verticals

Other Investment Preferences

Commercial Products, Commercial Services, Communications and Networking, Healthcare Devices and Supplies, Healthcare Services, Healthcare Technology Systems, IT Services, Other Business Products and Services, Other Healthcare, Other Information Technology, Software

United States

Acquisition Financing, Add-on, Buyout/LBO, Debt - General, Management Buyout, Mezzanine, Recapitalization, Subordinated Debt

AdTech, B2B Payments, Big Data, CloudTech & DevOps, Cybersecurity, Digital Health, EdTech, FinTech, HealthTech, HR Tech, Industrials, InsurTech, Legal Tech, Manufacturing, Marketing Tech, Mobility Tech, SaaS, Supply Chain Tech, TMT

Control investments only; will partner with independent sponsors

Frazier & Deeter | Accounting/Auditor Profile General Information Description Founded in 1981, Frazier & Deeter is a nationally recognized, PCAOB registered CPA and advisory firm headquartered in Atlanta with thousands of clients globally. The firm provides a wide range of services, including tax, audit, accounting, advisory, internal controls, valuation, and transaction support, to achieve each client unique financial goals. The firm specializes in agribusiness, entertainment, healthcare, hospitality, insurance, manufacturing & distribution, real estate, and technology sectors. The firm has offices in Alpharetta, Charlotte, Las Vegas, Nashville, Tampa, and London, UK. Website

www.frazierdeeter.com

Year Founded

1981

Entity Types

Accounting/Auditor Private Company Acquirer

Employees

430

Service Breakdown

Serviced Companies: 10 Serviced Deals: 4 Serviced Investors: 4 Serviced Funds: 1

Also Known As

F&D

Legal Name

Frazier & Deeter, LLC.

Service Provider Types

Accounting/Auditor (Primary Type) Financing Advisory Management Consultants

Contact Information Primary Contact

Primary Office

Robert Woosley

1230 Peachtree Street North East

National Practice Leader, Private Equity bob.woosley@frazierdeeter.com Phone: +1 (404) 573-4144

Suite 1500 Atlanta, GA 30309 United States Phone: +1 (404) 253-7500 Fax: +1 (404) 253-7501 info@frazierdeeter.com

Preferences Preferred Industries

Preferred Verticals

Building Products, Distributors/Wholesale, Hotels and Resorts, Leisure Facilities, Services (Non-Financial)

Manufacturing

Freeman Spogli | PE/Buyout Profile General Information Description Founded in 1983, Freeman Spogli is a private equity investment firm based in Los Angeles, California. The firm prefers to invest in middle-market companies operating in the retail, restaurant, direct marketing, e-commerce, consumer product, retail service, wholesale, business-to-business and specialty distribution sectors. Website

www.freemanspogli.com

Total Investments

161†

Entity Types

PE/Buyout Lender

Active Portfolio

Also Known As

Investments (TTM)

8†

Legal Name

Freeman Spogli & Co. Incorporated

Exits

Investor Type

PE/Buyout (Primary Type) Growth/Expansion

Med. Round Amount

$82.60M

Med. Valuation

$143.08M

Investor Status

Actively Seeking New Investments

# of Professionals

Year Founded

1983

AUM

$4.23B

Dry Powder

$1.07B

† Includes add-ons All investments are equity/add-on investments only

Contact Information Primary Contact

Primary Office

Jon Ralph

11100 Santa Monica Boulevard

Partner, President & Chief Operating Officer jralph@freemanspogli.com Phone: +1 (310) 444-1822

Suite 1900 Los Angeles, CA 90025 United States Phone: +1 (310) 444-1822 Fax: +1 (310) 444-1870 info@freemanspogli.com

Investment Preferences Preferred Investment Amount

$75M - $300M

Preferred Company Valuation

$100M - $750M

Preferred EBITDA

$10M - $75M

Preferred Industries

Geographical Preferences

Preferred Deal Types

Preferred Verticals

Other Investment Preferences

Apparel and Accessories, Commercial Services, Media, Restaurants, Hotels and Leisure, Retail, Transportation

North America

Buyout/LBO, Carveout, Leveraged Recapitalization, Management Buyout, PE Growth/Expansion

E-Commerce, Industrials, Manufacturing, TMT

Prefers majority stake, Will syndicate

100

Fulcrum Equity Partners | Growth/Expansion Profile General Information Description Fulcrum is an Atlanta-based growth equity firm that manages over $600 million and provides expansion capital to rapidly growing companies led by strong entrepreneurs and management teams. Fulcrum targets companies within healthcare services, healthcare IT, B2B software, and technology-enabled services. Fulcrum’s initial target investment is $5 million - $25 million to provide financing to meet a wide range of needs, including internal growth initiatives, acquisitions, divestitures, shareholder liquidity, and recapitalizations. The partners have over 140 years of relevant experience in Fulcrum’s target markets, including significant operating experience in senior executive positions at companies that grew rapidly and enjoyed successful exits. Additionally, Fulcrum’s limited partners include over 100 current or former business owners/CEOs of leading companies in a wide variety of industries that provide a rich resource for the firm and portfolio companies. For more information, please visit http://www.fulcrumep.com. Website

www.fulcrumep.com

Total Investments

99†

Entity Type

Growth/Expansion

Active Portfolio

Also Known As

Fulcrum

Investments (TTM)

Formerly Known As

Fulcrum Ventures

Exits

Legal Name

Fulcrum Equity Partners, Inc. Growth/Expansion (Primary Type) PE/Buyout Venture Capital

Med. Round Amount

$5.41M

Investor Types

Med. Valuation

$18.70M

Investor Status

Actively Seeking New Investments

# of Professionals

Year Founded

2006

Trade Association

National Venture Capital Association (NVCA)

AUM

$600.00M

Dry Powder

$277.40M

† Includes add-ons All investments are equity/add-on investments only

Contact Information Primary Contact

Primary Office

Peter Franconi

Glenridge Highlands One

Vice President, Business Development pf@fulcrumep.com Phone: +1 (770) 741-1450

5555 Glenridge Connector, Suite 930 Atlanta, GA 30342 United States Phone: +1 (770) 551-6300 Fax: +1 (770) 551-6330

Investment Preferences Preferred Investment Amount

$4M - $25M

Preferred Revenue

$3M - $50M

Preferred Company Valuation

$10M - $50M

Preferred EBITDA

$1M - $10M

Preferred Investment Horizon

3 - 5 years

Preferred Industries

Geographical Preferences

Preferred Deal Types

Preferred Verticals

Other Investment Preferences

Communications and Networking, Computer Hardware, Healthcare Devices and Supplies, Healthcare Services, Healthcare Technology Systems, IT Services, Other Healthcare, Pharmaceuticals and Biotechnology, Semiconductors, Software

United States

Buyout/LBO, Corporate Divestiture, Management Buyout, PE Growth/Expansion, Recapitalization

Big Data, HealthTech, SaaS

Prefers minority stake

101

Gauge Capital | PE/Buyout Profile General Information Description Founded in 2013, Gauge Capital is a private equity firm based in Southlake, Texas. The firm seeks to invest through means of a buyout, consolidation, corporate divestiture, management buyout, growth capital, recapitalization, and privatization. The firm prefers to invest in commercial services, industrial, food products, consumer services, healthcare services, and technology sectors. Website

www.gaugecapital.com

Total Investments

72†

Entity Types

PE/Buyout Private Company

Active Portfolio

Also Known As

Gauge

Investments (TTM)

26†

Legal Name

Gauge Capital LLC

Exits

Investor Type

PE/Buyout (Primary Type) Growth/Expansion

Med. Round Amount

$15.84M

Med. Valuation

$15.84M

Investor Status

Actively Seeking New Investments

# of Professionals

Year Founded

2013

AUM

~$2.5B

Dry Powder

$680.0M

† Includes add-ons All investments are equity/add-on investments only

Contact Information Primary Contact

Primary Office

Andrew Peix

1256 Main Street

Managing Director, Business Development apeix@gaugecapital.com Phone: +1 (682) 334-5781

Suite 256 Southlake, TX 76092 United States Phone: +1 (682) 334-5800 info@gaugecapital.com

Investment Preferences Preferred Revenue

$10M

Preferred EBITDA

$5M - $40M

Preferred Industries

Geographical Preferences

Preferred Deal Types

Preferred Verticals

Other Investment Preferences

Commercial Services, Distributors/Wholesale (B2C), Educational and Training Services (B2C), Financial Services, Food Products, Government, Healthcare Devices and Supplies, Healthcare Services, Healthcare Technology Systems, Information Services (B2C), Information Technology, Legal Services (B2C), Machinery (B2B), Movies, Music and Entertainment, Other Consumer Products and Services, Pharmaceuticals and Biotechnology, Real Estate Services (B2C), Restaurants and Bars, Specialty Retail, Transportation

Canada, United States

Buyout/LBO, Carveout, Corporate Divestiture, Management Buyout, PE Growth/Expansion, Privatization, Recapitalization

AdTech, Digital Health, FinTech, HealthTech, Industrials, LOHAS & Wellness, Manufacturing, Real Estate Technology, SaaS

Long-Term Investor, Prefers majority stake, Will syndicate

102

Gemspring Capital | PE/Buyout Profile General Information Description Founded in 2015, Gemspring Capital is a private equity firm based in Westport, Connecticut. The firm prefers to invest in the business service, distribution and logistics, financial service, healthcare service, industrial service, software, and tech-enabled service, and specialty manufacturing sectors. Website

www.gemspring.com

Total Investments

45†

Entity Type

PE/Buyout

Active Portfolio

Also Known As

Gemspring

Investments (TTM)

18†

Legal Name

Gemspring Capital LLC

Exits

Investor Type

PE/Buyout (Primary Type) Growth/Expansion Structured Equity/Minority Equity

Med. Round Amount

$350.00M

Med. Valuation

$350.00M

# of Professionals

Investor Status

Actively Seeking New Investments

Year Founded

2016

AUM

$1.6B

Dry Powder

$860M

† Includes add-ons All investments are equity/add-on investments only

Contact Information Primary Contact

Primary Office

Matthew Shuman

54 Wilton Road

Managing Director of Business Development matt@gemspring.com Phone: +1 (203) 518-5312

Westport, CT 06880 United States Phone: +1 (203) 842-8886 info@gemspring.com

Preferred Revenue

>$15M

Preferred Industries

Geographical Preferences

Preferred Deal Types

Preferred Verticals

Other Investment Preferences

Distributors/Wholesale, Financial Services, Healthcare Services, Industrial Supplies and Parts, Logistics, Materials and Resources, Media, Other Commercial Services, Software

Canada, United States

Add-on, Buyout/LBO, Carveout, Corporate Divestiture, Debt - General, Mezzanine, PE Growth/Expansion, Recapitalization, Structured Equity, Minority Equity

3D Printing, AdTech, AgTech, Artificial Intelligence & Machine Learning, AudioTech, Autonomous cars, Big Data, CleanTech, Cybersecurity, E-Commerce, EdTech, Ephemeral Content, FinTech, HealthTech, Infrastructure, Internet of Things, Life Sciences, LOHAS & Wellness, Manufacturing, Marketing Tech, Mobile, Nanotechnology, Oncology, Robotics and Drones, SaaS, Virtual Reality, Wearables & Quantified Self

Prefers majority stake, Prefers minority stake, Will syndicate

103

Generational Group | Acquirer Profile General Information Description

Generational Equity, Generational Capital Markets (member FINRA/SIPC), Generational Wealth Advisors, Generational Consulting Group and DealForce are part of the Generational Group, which is headquartered in Dallas and is one of the leading middle market investment banks in North America. With more than 250 professionals located throughout 16 offices in North America, the companies help business owners release the wealth of their business by providing growth consulting, merger, acquisition, and wealth management services. Their six-step approach features strategic and tactical growth consulting, exit planning education, business valuation, value enhancement strategies, M&A transactional services, and wealth management. Website

www.generational.com

# of Professionals

250

Entity Types

Acquirer Private Company Investment Bank

Service Breakdown

Serviced Companies: 1148 Serviced Deals: 1148

Legal Name

Generational Group LLC

Service Provider Types

Investment Bank (Primary Type) Financing Advisory

Year Founded

1987

† Includes add-ons All investments are equity/add-on investments only

Contact Information Primary Contact

Primary Office

Lisa Lippe

3400 North Central Expressway

Director, Mergers & Acquisitions Marketing llippe@generational.com Phone: +1 (972) 331-7515

Suite 100 Richardson, TX 75080 United States Phone: +1 (877) 213-1792 Fax: +1 (972) 232-1193 info@generational.com

Investment Preferences Preferred Company Valuation

$150M

Preferred Industries

Preferred Deal Types

Preferred Verticals

Other Investment Preferences

Generalist

Merger/Acquisition

Industrials, Manufacturing, TMT

Prefers majority stake

104

Genesis Capital | Investment Bank Profile General Information Description Genesis Capital is an independent investment banking firm with a track record of working with public corporations, family-owned businesses, and private companies. The firm's services are designed specifically to help companies complete strategically important transactions including the sale, merger, reverse-merger, divestiture, and spin-off and split-off along with going-private transactions. The firm also advises on capital raises of debt and equity. Genesis Capital was founded in 2002 and is headquartered in Atlanta, Georgia. Website

www.genesis-capital.com

Year Founded

2002

Entity Types

Investment Bank

Service Breakdown

Service Provider Types

Investment Bank (Primary Type) Financing Advisory

Serviced Companies: 75 Serviced Deals: 110 Serviced Investors: 23

Contact Information Primary Contact

Primary Office

Jeremy Ellis

3414 Peachtree Road North-East

Managing Director jellis@genesis-capital.com Phone: +1 (404) 816-7538

Monarch Plaza, Suite 700 Atlanta, GA 30326 United States Phone: +1 (404) 816-7540 Fax: +1 (404) 816-7553 info@gensis-capital.com

Secondary Contact Kevin Whitney Vice President kwhitney@genesis-capital.com Phone: +1 (404) 816-7522

Preferences Enterprise Value $25.00M - $500.00M

Transaction Amount $25.00M - $500.00M

Preferred Industries

Geographical Preferences

Preferred Deal Types

Preferred Verticals

Business Services Consumer & Retail Healthcare Specialty Manufacturing Industrial Leisure & Entertainment Logistics Specialty Chemicals Technology, Media, Telecom

Americas, Asia, Canada, Europe, Middle East, Oceania, United States

Add-on, Asset Acquisition, Buyout/LBO, Carveout, Corporate Divestiture, Debt General, Dividend Recapitalization, Management Buyout, Merger of Equals, Merger/Acquisition, Mezzanine, PE Growth/Expansion, PIPE, Privatization, Public to Private, Recapitalization, Reverse Merger, Spin-Off

Advanced Manufacturing, Apparel, Building Products, Food, HealthTech, Household Products, Infrastructure, Outdoor Living Products, Pet, Restaurants, Specialty Chemicals, Staffing

105

Last Updated: 15-Jan-2022

Generated by PitchBook

GenNx360 Capital Partners | PE/Buyout Profile General Information Description GenNx360 Capital Partners is a private equity firm focused on acquiring industrial and business services companies. Our team is comprised of experienced investment and operating professionals We invest in sectors where we have deep knowledge with the objective of implementing the required operating changes to deliver accelerated growth, cost efficiencies, and strong financial returns while enabling us to preserve capital regardless of market cycles. Website

www.gennx360.com

Total Investments

74†

Entity Types

PE/Buyout Lender

Active Portfolio

Investments (TTM)

18†

Exits

Avg. Invested Amount

$57.3M

Avg. Purchase Price

$109.6M

# of Professionals

Also Known As

GenNx360

Legal Name

GenNx360 Capital Partners, L.P.

Investor Type

PE/Buyout (Primary Type) Growth/Expansion

Investor Status

Actively Seeking New Investments

Year Founded

2006

AUM

$1.80B

Dry Powder

$222.3M

† Includes add-ons All investments are equity/add-on investments only

Contact Information Primary Contact

Address

Monty Yort, Managing Partner

200 Madison Ave., Suite 2110

myort@gennx360.com, Phone: +1 (212) 257-6778

New York, NY 10016

Pratik Rajeevan, Principal prajeevan@gennx360.com, Phone: +1 (212) 257-6787

info@gennx360.com

Investment Preferences Preferred Investment Amount

$25M - $100M

Preferred Revenue

$50M - $500M

Preferred Deal Size

$50M - $500M

Preferred EBITDA

$5M - $50M

Preferred Industries Business & Industrial Services, Repair & Maintenance Services, Automation & Industrial Technology, Packaging Products Equipment/Services, Food Ingredients Equipment/Services, Niche Industrial Markets, Supply Chain & Logistics, Aerospace, Automotive & Transportation, Medical, Healthcare & Pharmaceuticals Services

106

Geographical Preferences United States

Preferred Deal Types Buyout/LBO, PE Growth/Expansion

Particular interest in opportunities that represent Family/Entrepreneur Owned Companies, Undermanaged Businesses, Consolidation of Fragmented Markets, Corporate Divestitures

Other Investment Preferences Seeks ESG investments

Gen Cap America | PE/Buyout Profile General Information Description Founded in 1988, Gen Cap America is a private equity firm that is headquartered in Nashville, Tennessee. The firm seeks to invest in the manufacturing, distribution and basic service industries. The firm specializes in acquisitions and recapitalization of middle-market businesses. Website

www.gencapamerica.com

Total Investments

65†

Entity Types

PE/Buyout Financing Advisory

Active Portfolio

Also Known As

GCA, Gen Cap

Investments (TTM)

Legal Name

Gen Cap America, Inc.

Exits

Investor Type

PE/Buyout (Primary Type) Growth/Expansion

Med. Round Amount

$12.50M

Med. Valuation

$9.45M

Investor Status

Actively Seeking New Investments

# of Professionals

Year Founded

1988

AUM

$537.00M

Dry Powder

$70M

† Includes add-ons All investments are equity/add-on investments only

Contact Information Primary Contact

Primary Office

Lamar Stanley

40 Burton Hills Boulevard

Director lstanley@gencapamerica.com Phone: +1 (615) 256-0231

Suite 420 Nashville, TN 37215 United States Phone: +1 (615) 256-0231 Fax: +1 (615) 256-2487 info@gencapamerica.com

Investment Preferences Preferred Investment Amount

$5M - $100M

Preferred Revenue

$10M - $200M

Preferred Company Valuation

$10M - $80M

Preferred Deal Size

$8M - $100M

Preferred EBIT

$2M - $10M

Preferred EBITDA

$2M - $10M

Preferred Industries

Geographical Preferences

Preferred Deal Types

Preferred Verticals

Other Investment Preferences

Agriculture, Apparel and Accessories, Chemicals and Gases, Commercial Products, Commercial Services, Consumer Durables, Consumer NonDurables, Containers and Packaging, Healthcare Devices and Supplies, Healthcare Services, Media, Other Consumer Products and Services, Other Materials, Retail, Textiles

Canada, United States

Buyout/LBO, Corporate Divestiture, Management Buyout, PE Growth/Expansion, Recapitalization

Industrials, Manufacturing

Prefers majority stake, Will syndicate

107

Georgia Banking Group | Commercial Bank Profile General Information Website

www.geobanking.com

Year Founded

1998

Entity Types

Commercial Bank Private Company Acquirer

Service Breakdown

Serviced Companies: 6 Serviced Deals: 7

Also Known As

GBC

Legal Name

Georgia Banking Company Inc

Service Provider Type

Commercial Bank

Contact Information Primary Contact

Primary Office

David Fischer

1776 Peachtree Road NW

Director of Commercial and Specialty Lending dfischer@geobanking.com

Suite 300 Atlanta Georgia 30309

Preferences Preferred Industries Transportation, Industrials, Manufacturing, Beverages, Educational and Training Services (B2C), Energy Infrastructure, Other Services (B2C Non-Financial) Copyright © 2021 PitchBook Data, Inc. All rights reserved.

108

Globalization Partners | Private Company Profile General Information Description Provider of global expansion consultancy services intended to offer expansion services and support. The company specializes in allowing clients to hire employees throughout the world without having to navigate complex international legal, tax, and human resource issues. Most Recent Financing Status (as of 13-Jun-2021) The company was approved for a $2.55 million Paycheck Protection Program Loan from Bank of America, National Association on April 15, 2020. The application cited 87 jobs to be retained with the financing. Previously, the company received $150 million of development capital from Wincove Private Holdings, TDR Capital and Sands Capital Ventures on February 4, 2020. The company intends to invest heavily in client services, technology development, sales and global expansion. Harris Preston & Partners also participated in this round. Entity Type

Private Company

Year Founded

2012

Website

www.globalization-partners.com

Universes

Debt Financed, Private Equity

Legal Name

Globalization Partners Inc.

Employees

900

Business Status

Generating Revenue

Ownership Status

Privately Held (backing)

Financing Status

Private Equity-Backed

Industries, Verticals & Keywords Primary Industry

Keywords

Consulting Services (B2B)

payroll hcm software

Other Industries

hiring

Human Capital Services

employment global remote work global remote team employer of record hcm system software global expansion services

Contact Information Primary Contact

Primary Office

Bob Cahill

175 Federal Street

President bcahill@globalization-partners.com Phone: +1 (888) 855-5328

109

Graham Partners | PE/Buyout Profile General Information Description Founded in 1988, Graham Partners is a private investment firm based in Newtown Square, Pennsylvania. The firm is focused on industrial technology and advanced manufacturing businesses with deep engineering resources capable of leveraging advances in materials science and production technologies to maximize growth potential. Website www.grahampartners.net Total Investments 134† Entity Type

PE/Buyout

Active Portfolio

Also Known As

Graham

Investments (TTM)

8†

Legal Name

Graham Partners, Inc.

Exits

Parent Company

The Graham Group

Med. Round Amount

Investor Type

PE/Buyout (Primary Type) Growth/Expansion

Med. Valuation

Investor Status

Actively Seeking New Investments

Year Founded

1988

AUM

$3.6B

Dry Powder

~$800M

# of Professionals

† Includes add-ons All investments are equity/add-on investments only

Contact Information Primary Contact

Primary Office

Christina Morin

3811 West Chester Pike

Managing Principal, Investor Relations & Investment and Valuation Committee Member cmorin@grahampartners.net Phone: +1 (610) 408-0500

Building 2, Suite 200 Newtown Square, PA 19073 United States Phone: +1 (610) 408-0500 Fax: +1 (610) 408-0600

Investment Preferences Preferred Investment Amount

$5M - $250M

Preferred Revenue

$10M - $500M

Preferred Deal Size

$25M - $500M

Preferred EBITDA

$1M - $50M

Preferred Industries

Geographical Preferences

Preferred Deal Types

Preferred Verticals

Other Investment Preferences

Chemicals and Gases, Commercial Products, Communications and Networking, Construction (Non-Wood), Consumer NonDurables, Containers and Packaging, Energy Equipment, Energy Services, Healthcare Devices and Supplies, Healthcare Services, Healthcare Technology Systems, Other Information Technology, Pharmaceuticals and Biotechnology, Software

North America

Add-on, Buyout/LBO, Carveout, Management Buyout, PE Growth/Expa nsion, Recapitalizati on

Advanced Manufacturing, Artificial Intelligence & Machine Learning, B2B Payments, CleanTech, Climate Tech, Construction Technology, EdTech, FinTech, HealthTech, HR Tech, Industrials, InsurTech, Legal Tech, Life Sciences, Manufacturing, Marketing Tech, Mobile, Mobility Tech, Mortgage Tech, Nanotechnology, Pet Technology, Real Estate Technology, Restaurant Technology, SaaS, Space Technology, Virtual Reality

Prefers majority stake, Will lead on a deal, Will syndicate

110

Grata | Private Company Profile General Information Description Operator of a company search engine intended to assist in proprietary deal sourcing and targeted B2B campaigns. The company's search engine detects the presence of strategic indicators and companies within documents, derives market analysis when analyzed in the aggregate, uses artificial intelligence and machine learning technologies to identify and analyze complex business situations, concepts and innovation, enabling financial analysts and business leaders to make informed and data-driven decisions. Most Recent Financing Status (as of 02-Nov-2021) The company raised $9.42 million through a combination of Seed 1, Seed 2, Seed 3, and, Seed 4 funding in a deal led by Bling Capital on April 6, 2021, putting the company's pre-money valuation at $40 million. Touchdown Ventures, Accomplice VC, Alumni Ventures Group, Macanta Investments, Flex Capital and other undisclosed investors also participated in the round. The funding will be used to deliver users an enhanced search experience through new, qualitative data points, a versatile API, and deeper integrations. Entity Type

Private Company

Year Founded

2016

Website

www.grata.com

Universe

Venture Capital

Legal Name

Grata Inc.

Employees

Business Status

Generating Revenue

Ownership Status

Privately Held (backing)

Financing Status

Venture Capital-Backed

Industries, Verticals & Keywords Primary Industry

Verticals

Keywords

Media and Information Services (B2B)

Artificial Intelligence & Machine Learning

market search engine

Big Data

artificial intelligence software

Other Industries

strategic intelligence

Business/Productivity Software

business strategy analysis business concepts analysis data intelligence company

Appears in PitchBook Analyst Market Map Q3 2021 - AI & ML - VC Ecosystem 4,936 Companies

Contact Information Primary Contact

Primary Office

Andrew Bocskocsky

15 West 18th Street

Co-Founder & Chief Executive Officer andrew@grata.com

7th Floor New York, NY 10011 United States hello@grata.com

111

Hamilton Robinson Capital Partners | PE/Buyout Profile General Information Description Founded in 1984, Hamilton Robinson Capital Partners is a private equity firm based in Stamford, Connecticut. The firm prefers to invest through means of add-ons, buyouts, corporate divestiture, recapitalization, and growth capital. The firm seeks to invest in the commercial products, commercial services, industrials, and manufacturing sectors in the United States and Canada. Website

www.hrco.com

Total Investments

66†

Entity Types

PE/Buyout

Active Portfolio

Also Known As

HRCP

Investments (TTM)

4†

Legal Name

Hamilton Robinson Capital Partners

Exits

Investor Types

PE/Buyout (Primary Type) Growth/Expansion

Med. Round Amount

$16.75M

Med. Valuation

$18.50M

# of Professionals

Investor Status

Actively Seeking New Investments

Year Founded

1984

AUM

$260.59M

Dry Powder

$120.00M

† Includes add-ons All investments are equity/add-on investments only

Contact Information Primary Contact

Primary Office

Carrie DiLauro

301 Tresser Boulevard

Director, Operations & Marketing cld@hrco.com Phone: +1 (203) 658-8252

Suite 1333 Stamford, CT 06901 United States Phone: +1 (203) 602-0011 Fax: +1 (203) 602-2206

Investment Preferences Preferred Investment Amount

$5M - $50M

Preferred Revenue

$15M - $200M

Preferred Company Valuation

$25M - $100M

Preferred EBITDA

$3M - $15M

Preferred Industries

Geographical Preferences

Preferred Deal Types

Preferred Verticals

Other Investment Preferences

B2B Commercial and Industrial Services, Niche Manufacturing, and Value-Added Distribution

United States, Canada

Add-on, Buyout/LBO, Corporate Divestiture, Joint Venture, Management Buyout, PE Growth/Expansion, Recapitalization

Advanced Manufacturing, Industrials, Industrial IoT, Automation, Material Handling, Manufacturing, Robotics, and Test and Measurement, TechEnabled Service

Majority stake only

112

Harbor View Advisors | Investment Bank Profile General Information Description Harbor View Advisors is an investment bank that provides strategic consulting, mergers and acquisitions, and corporate development services. The firm caters to technology services and business services with specific expertise in human capital management, fintech, professional and staffing services, financial services, and industrial technology. Harbor View was founded in 2006 and is based in Ponte Vedra Beach, Florida. Website

www.harborviewadvisors.com

Year Founded

2006

Entity Types

Investment Bank Investor

Employees

Also Known As

Harbor View

Service Breakdown

Formerly Known As

HVA Securities

Serviced Companies: >36 Serviced Deals: >40 Serviced Investors: >6

Legal Name

Harbor View Advisors LLC

Service Provider Type

Investment Bank

Contact Information Primary Contact

Primary Office

Carolyn Mathis

822 A1A North

Partner cmathis@hvadvisors.com Phone: +1 (904) 285-4278

Suite 200 Ponte Vedra Beach, FL 32082 United States Phone: +1 (904) 285-4278 vision@hvadvisors.com

Preferences Transaction Amount <$100.00M Preferred Industries

Geographical Preferences

Preferred Deal Types

Preferred Verticals

Capital Markets/Institutions, Communications and Networking, Healthcare Services, Human Capital Services, IT Services, Other Business Products and Services, Other Commercial Services, Other Financial Services, Other Information Technology, Software, Industrial Technology, Industrial and Related Services, Traditional Industrial, Automated Solutions, Financial Services, Specialty Finance, Asset Management

United States

Convertible Debt, Early Stage VC, Later Stage VC, Merger of Equals, Merger/Acquisition, PE Growth/Expansion, Subordinated Debt

FinTech, HR Tech, SaaS, Industrial Tech, Financial Services

113

Harren Equity Partners | PE/Buyout Profile General Information Description Founded in 2000, Harren Equity Partners is a private equity investment firm based in Charlottesville, Virginia with a regional office located in Fort Lauderdale, Florida. The firm focuses on investing in companies operating Manufacturing, Industrial, aerospace and defense, building products, business services, consumer products, consumer services, energy services, general industrial, healthcare services and specialty distribution. Website www.harrenequity.com Total Investments 53† Entity Type

PE/Buyout

Active Portfolio

Also Known As

Harren

Investments (TTM)

1†

Legal Name

Harren Equity Partners, LLC.

Exits

Investor Type

PE/Buyout (Primary Type) Growth/Expansion

Med. Round Amount

$26.00M

Med. Valuation

$32.80M

# of Professionals

Investor Status

Actively Seeking New Investments

Year Founded

2000

AUM

$435.00M

Dry Powder

$74.49M

† Includes add-ons All investments are equity/add-on investments only

Contact Information Primary Contact

Primary Office

George McCabe Jr.

The Gleason Building

Partner, Business Development gmccabe@harrenequity.com Phone: +1 (202) 494-0464

200 Garrett Street, Suite F Charlottesville, VA 22902 United States Phone: +1 (434) 245-5800 Fax: +1 (434) 245-5802 admin@harrenequity.com

Investment Preferences Preferred Investment Amount

$15M - $30M

Preferred Revenue

$20M - $200M

Preferred Company Valuation

$30M - $200M

Preferred EBITDA

$7M - $30M

Preferred Industries

Geographical Preferences

Preferred Deal Types

Preferred Verticals

Other Investment Preferences

Air, Apparel and Accessories, Automotive, BPO/Outsource Services, Commercial Products, Communications and Networking, Computer Hardware, Consulting Services (B2B), Consumer Durables, Consumer Non-Durables, Distributors/Wholesale (B2C), Education and Training Services (B2B), Energy Services, Environmental Services (B2B), Healthcare Services, Human Capital Services, Infrastructure, IT Services, Legal Services (B2B), Logistics, Marine, Materials and Resources, Media, Office Services (B2B), Other Business Products and Services, Other Commercial Services, Other Consumer Products and Services, Other Energy, Other Healthcare, Other Information Technology, Printing Services (B2B), Rail, Restaurants and Bars, Road, Security Services (B2B), Services (Non-Financial), Software, Specialty Retail

Canada, United States

Buyout/LBO, Management Buyout, PE Growth/Expansion, Recapitalization

Beauty, Industrials, Infrastructure, Legal Tech, Manufacturing, Pet Technology

Prefers majority stake, Prefers minority stake, Seeks distressed investments, Will syndicate

114

Fund IV Portfolio

www.HastingsEquity.com

Celerity Consulting Group

Celerity is a leading provider of information management services focused on the retrieval, eDiscovery, organization, and analysis of complex data for gas & electric utilities, state governments, law firms, and corporations.

Experienced Partners | Superior Results

Hastings Equity Partners is a leading US lower middle market private equity firm, investing in founder-led and owner operated businesses. Since inception in 2004, we have invested four funds in over 50 unique investments. The senior investment team has dedicated their careers to investing first institutional capital in the lower middle market. This focus has resulted in a unique understanding of the dynamics and requirements needed to operate, reposition, and transform founder-led businesses. We bring hands-on operating expertise to scale our investments through organic and acquisitive growth.

Value-added Partner

We work closely with our senior management teams to ensure that they benefit from the firm’s resources and strategic & operational capabilities. We leverage our LP’s significant operating experience and networks to source qualified CEOs, fill board seats with industry experts, penetrate new markets, and identify acquisition opportunities.

MKD Electric

MKD Electric is one of the nation’s top full-service industrial electrical, instrumentation, and automation service providers. MKD specializes in a broad range of end markets including food processing, data center, e-commerce, utility scale solar, and manufacturing.

Code Red Safety

Code Red provides a full suite of specialized safety and communication services, specialty rental, and fire rescue to customers in the refining, chemical, utilities, power, manufacturing, automotive, and other industrial end markets.

Axios Industrial Group

Axios is a leading provider of scaffolding, insulation, and industrial coating services to the refining, power generation, pulp & paper, agriculture, and pharmaceutical end markets.

Refractory Construction Services

RCS is a leading provider of refractory, mechanical, and industrial coatings services to refineries, petrochemical plants, and LNG facilities.

Investment Criteria Primary Industry Secondary Industry

Industrial Services, Business Services, Manufacturing Value-Added Distribution

Size

Trailing EBITDA of $4 - $30 Million (Add-on opportunities greater than $1 million)

History

3 to 5 Years of Profitable Operations

Management

Continuity Preferred

Location

Continental United States

Investment Structure Equity

$5 to $50 million

Leverage

Debt for Purchase Price and Ongoing Capital Needs

Horizon

5 Years

Transactions

LBOs, MBOs, Recaps, Growth Capital, & Corporate Carve-Outs

Representation Board of Directors, Advisors to Senior Management 609 Main Street, Suite 3350 Houston, TX 77002 (281) 407-4853

115

Heartwood Partners | PE/Buyout Profile General Information Description Founded in 1982, Heartwood Partners is a private equity investment firm based in Norwalk, Connecticut. The firm uses a unique higherequity, lower-debt approach offering current income in addition to long-term capital gains in fully-aligned partnership with founders and business owners. The firm prefers to invest in family and management held companies in the following industries: aftermarket auto/truck parts, consumer products, distribution, food, business services, manufacturing, packaging, specialty chemicals/materials and DTC and BTB ecommerce. Website

www.heartwoodpartners.com

Total Investments

62†

Entity Types

PE/Buyout Other Service Provider Type

Active Portfolio

Also Known As

Heartwood

Investments (TTM)

7†

Formerly Known As

Capital Partners, Inc., Capital Partners

Exits

Investor Type

PE/Buyout (Primary Type) Growth/Expansion

Med. Round Amount

$35.0M

Med. Valuation

$60.00M

# of Professionals

Investor Status

Actively Seeking New Investments

Year Founded

1982

AUM

$960.00M

Dry Powder

$275.70M

† Includes add-ons All investments are equity/add-on investments only

Contact Information Primary Contact

Primary Office

John Willert

301 Merritt 7

Managing Director jwillert@heartwoodpartners.com Phone: +1 (203) 625-0770

Norwalk, CT 06851 United States Phone: +1 (203) 625-0770 Fax: +1 (203) 625-0423 info@capitalpartners.com

Investment Preferences Preferred Investment Amount

$20M - $150M

Preferred Revenue

$20M - $300M

Preferred Deal Size

$20M - $100M

Preferred EBITDA

$5M - $30M

Preferred Industries

Geographical Preferences

Preferred Deal Types

Preferred Verticals

Other Investment Preferences

Apparel and Accessories, Chemicals and Gases, Commercial Products, Commercial Services, Commercial Transportation, Consumer Durables, Containers and Packaging, Energy Equipment, Energy Services, Food Products, Metals, Minerals and Mining, Retail, Services (Non-Financial), Transportation, Utilities

North America

Add-on, Buyout/LBO, PE Growth/Expansion

Industrials, Manufacturing

Prefers majority stake, Prefers minority stake, Will syndicate

116

High Street Capital (Chicago) | PE/Buyout Profile General Information Description Founded in 1997, High Street Capital is a private equity firm based in Chicago, Illinois. The firm seeks to invest in lower middlemarket companies based in the United States. The firm prefers to invest in business services, niche manufacturing, and distribution & logistics sectors. Website

www.HighStreetCapital.com

Total Investments

40†

Entity Types

PE/Buyout

Active Portfolio

Also Known As

High Street (New York), HSC

Investments (TTM)

Legal Name

High Street Capital Partners, LLC

Exits

Investor Type

PE/Buyout

Med. Round Amount

$16.40M

Investor Status

Actively Seeking New Investments

Med. Valuation

$26.50M

Year Founded

1997

# of Professionals

AUM

$200.00M

Dry Powder

$62.28M

† Includes add-ons All investments are equity/add-on investments only

Contact Information Primary Contact

Primary Office

Christopher Brewster

150 North Wacker Drive

Chief Financial Officer chris@highstreetcapital.com Phone: +1 (312) 667-4772

Suite 2420 Chicago, IL 60606 United States Phone: +1 (312) 423-2650 Fax: +1 (312) 267-2861 info@highstreetcapital.com

Investment Preferences Preferred Investment Amount

$10M - $15M

Preferred Revenue

$10M - $100M

Preferred Company Valuation

$10M - $100M

Preferred Deal Size

$20M - $120M

Preferred EBITDA

$3M - $12M

Preferred Investment Horizon

3 - 10 years

Preferred Industries

Geographical Preferences

Preferred Deal Types

Preferred Verticals

Other Investment Preferences

Capital Markets/Institutions, Commercial Products, , Information Technology, Insurance, Logistics, Materials and Resources, ,

United States

Add-on, Buyout/LBO, Capitalization, Corporate Divestiture, Management Buyout, , PE Growth/Expansion, Recapitalization

, Business Services, Industrials, Manufacturing, ValueAdded Distribution

Long-Term Investor, Prefers majority stake, , Prefers to originate a deal, Will lead on a deal, Will syndicate

117

MAJORITY investments from traditional buyouts to recaps, family successions and corporate carve-outs.

STRUCTURED equity investment offerings, including add-on acquisitions, shareholder buyouts or partial liquidity.

Raised

Huron Capital Advantage

in Capital

Over

Since Inception

Invested in

U.S. States & Canadian Provinces U.S. & Canada

Investment Criteria: Revenue EBITDA

$20 million+

Lower Middle Market

We blend operating experience with seasoned finance and transaction expertise. Having been operators ourselves, we understand the challenges and opportunities impacting entrepreneurial companies.

Strategy & Operations Group We augment our internal resources with a dedicated team of 40 seasoned industry executives who work as active resources and trusted advisors for our companies and management teams.

Certainty & Speed to Close

$7 million+ no minimums for add ons

Equity per deal

Operational Focus

$5-$75 million+

With a long history of closing deals and the references to back it up, we know what we like and can ensure rapid and responsive decision-making to close on time.

Flexible Structures Customized to each deal, with the ability to eliminate financing contingencies and invest equity resulting in Huron Capital ownership ranging from 20% to 100%.

ExecFactor® Commercial & Industrial Services

Professional Services

Consumer Services

We partner with CEOs and executive teams to pursue buy-and-build strategies in targeted sectors by combining a CEO’s industry knowledge and contacts with our extensive investment experience and committed capital.

500 GRISWOLD STREET, SUITE 2700 | DETROIT, MICHIGAN 48226 | PHONE: 313-962-5800 | HURONCAPITAL.COM

118

Active Portfolio Companies

FLAGSHIP EQUITY STRATEGY

FLEX EQUITY STRATEGY

EXECFACTOR STRATEGY

COMMERCIAL & INDUSTRIAL SERVICES Albireo Energy

Edison, NJ

Provider of efficiency services and smart building solutions to commercial and institutional customers throughout the U.S.

Direct Connect Logistix

Indianapolis, IN

Provider of logistics management and specialty freight brokerage services

Lab Crafters

Ronkonkoma, NY

Manufacturer of high-quality laboratory furniture systems, casework, and fume hoods in the U.S.

Paciﬁc Shoring

Santa Rosa, CA

Manufacturer of hydraulic aluminum shoring equipment designed to support trench walls during excavation and construction

Pueblo Mechanical & Controls

Tucson, AZ

Provider of commercial HVAC repair and replacement services

Prime 360

Schaumburg, IL

Provider of pallet supply chain solutions and management

Sciens Building Solutions

San Francisco, CA

Provider of fire detection & security services for a variety of commercial, institutional, & government facilities

Sunland Asphalt

Phoenix, AZ

Provider of construction & maintenance services

TriStruX

Clifton, NJ

Provider of telecommunication services including wireless, wireline, fiber, decommissioning and maintenance services.

XLerate Group

Indianapolis, IN

Nationwide auction & remarketing facilitation company

High Street Insurance Partners

Traverse City, MI

Provider of commercial property & casualty insurance

InterVision Systems, LLC

Santa Clara, CA

Provider of IT solutions, infrastructure & services for the cloud ecosystem

Mesa, AZ

Automotive aftermarket part brands serving the off-road, light truck, SUV enthusiast categories

Rancho Cucamonga, CA

Manufacturer of crab-flavored seafood products

Troy, MI

Marketer of residential replacement windows, roofing and siding

Advance, NC

Designer & distributor of fashion casual & athletic socks

St. Petersburg, FL

Dental service organization providing clinic-level operational support & centralized back-office services

St. Louis, MO

Manufacturer & distributor of premium quality coffee, tea, and related products

Laurel, MD

Producer of laboratory grown diamonds for the jewelry, scientific & industrial markets

Electronic Control Systems Energy Systems Technologies EMCC Green Total Solutions GxP Automation Sky Technologies Advance Power Control EMS Technologies Quality Building Controls, Inc. Environmental Energy Corp

Alabama Controls Taylor Consulting & Contracting Global Power Technologies Control Management Inc Meterlogic Westover Corporation DCI Energy Options Automated Controls Advanced Automated Systems

Commercial Control Services Stellar Building Solutions Chartwell Controls Parallel Technologies

Xterra

Commercial Air CFM Mechanical Newgaard Mechanical

Niemeyer Brothers Plumbing Innovative Mechanical Systems Westover Corporation (AZ ops)

Ace Asphalt

PROFESSIONAL SERVICES

Netelligent Bluelock

Independent Technology Group Fotis Networks Seyvu Networks

CONSUMER GOODS & SERVICES ADD & DV8

Fender Gripper OG Innovations Proforged

Aquamar Holdings LM Foods

DV8 Offroad Carroll Shelby Wheel Company Addictive Desert Designs Shining Ocean

Hansons

IQ Brands

Top Sox Wheel House Designs

Twin City Knitting Company Mad Sports Stuff

Pure Dental Brands

Ronnoco Coffee

International Blends Henderson Coffee Love Bottling

WD Diamonds

Biff’s Coffee Beverage By Quench US Roasterie Black Waters Coffee

Beverage Solutions Group Renaissance Trident Beverages

119

Hyde Park Capital | Investment Bank Profile General Information Description Established in 2000, Hyde Park Capital is a private investment banking firm headquartered in Tampa, Florida. The firm provides advisory services in the areas of mergers and acquisitions, capital raising, recapitalization, debt raising, and management buyouts. HPC caters to the technology, healthcare, and services industries. Website

www.hydeparkcapital.com

Year Founded

2000

Entity Type

Investment Bank

Employees

Also Known As

HPC

Service Breakdown

Legal Name

Hyde Park Capital Advisors, LLC

Service Provider Type

Investment Bank (Primary Type) Financing Advisory

Serviced Companies: 84 Serviced Deals: 74 Serviced Investors: 10

Contact Information Primary Contact

Primary Office

John McDonald III

701 North Franklin Street

Co-Founder & Senior Managing Director mcdonald@hydeparkcapital.com Phone: +1 (813) 383-0206

2nd Floor Tampa, FL 33602 United States Phone: +1 (813) 383-0202 Fax: +1 (813) 383-0209

Preferences Transaction Amount $10.00M - $500.00M Preferred Industries

Geographical Preferences

Preferred Verticals

Business Products and Services (B2B), Consumer Products and Services (B2C), Financial Services, Healthcare, Information Technology

United States

Industrials

120

Incline Equity Partners | PE/Buyout Profile General Information Description

Incline Equity Partners, headquartered in Pittsburgh, Pennsylvania, is a private equity firm investing in manufacturing, distribution and business services companies. Incline is generally seeking growing companies with enterprise values of $25 – $750 million. Incline’s typical investment types are ownership transitions for privately held businesses, buyouts and corporate divestitures within the U.S. and Canada. Website

www.inclineequity.com

Total Investments

177

Entity Types

PE/Buyout

Active Portfolio

Also Known As

Incline Equity, Incline, IMLP

Investments (TTM)

Legal Name

Incline Management, L.P.

Exits

Spun Out Of

PNC

Investor Type

PE/Buyout (Primary Type) Growth/Expansion

# of Professionals

Investor Status

Actively Seeking New Investments

Year Founded

2011

AUM

$3.8B

Dry Powder

$1.8 B

† Includes add-ons All investments are equity/add-on investments only

Contact Information Primary Contact

Primary Office

Sarah Halvonik Principal, Business Development Sarah.halvonik@inclineequity.com Phone: (412) 315-7810

EQT Plaza, 625 Liberty Avenue Suite 2300 Pittsburgh, PA 15222 United States Phone: +1 (412) 315-7800 info@inclineequity.com

Investment Preferences Preferred Company Valuation

$25M - $450M

Preferred Industries

Geographical Preferences

Preferred Deal Types

Preferred Verticals

Apparel and Accessories, Chemicals and Gases, Commercial Products, Commercial Services, Commercial Transportation, Communications and Networking, Computer Hardware, Consumer Durables, Consumer Non-Durables, Containers and Packaging, Energy Equipment, Energy Services, Healthcare Devices and Supplies, Healthcare Services, Healthcare Technology Systems, IT Services, Other Business Products and Services, Other Energy, Pharmaceuticals and Biotechnology, Retail, Services (Non-Financial), Software, Textiles, Transportation, Utilities

Canada, United States

Buyout/LBO, Corporate Divestiture Minority Recapitalization

Value-Added Distribution, Specialized Light Manufacturing and Business Services

Other Investment Preferences

121

Offices in Knoxville, TN & Chesapeake, VA Mailing Address: 11519 Kingston Pike, Ste 305, Knoxville, TN 37934

PATIENT CAPITAL LED BY LOGIC, NOT TIMELINES. OPERATOR-TO-OPERATOR. IDI’s BLUEPRINT

INVESTMENT CRITERIA

IDI is built differently. With a tight focus on technologyaided industrial product companies, we speak the language of operations, not only finance. We partner with business owners and leaders to build strong companies, elevate communities, and solidify legacies.

IDI invests exclusively in manufacturing and industrial technology companies in North America that meet:

COMPANY SIZE • Revenues $5-40 million • EBITDA $0.75-3 million (up to $6M with Partners)

PATIENT CAPITAL INDUSTRIAL PRODUCT COMPANIES

STRATEGY • Only invest in markets that we understand OPERATIONALLY ORIENTED

COMMUNITY STEWARDS

• Patient capital making control investments in buyouts and complex situations • Sellers include entrepreneurs, families and corporations

CORE ATTRIBUTES • Products with larger sales values • Customers include large entities • Product and combined technology are significant to the customers’ operations

WHO WE AREN’T VENTURE CAPITAL

We don’t do start-ups, although we like technology & growth

ANGEL INVESTORS

We aren’t friends & family, and appreciate seasoned professionals

GENERIC INVESTORS

Our focus is tight, around the kinds of stuff we know.

PRIVATE EQUITY

We aren’t against leverage, just outsized risk & debt payments

TURNAROUND SPECIALISTS

We don’t prefer red ink, and enjoy stable situations to build upon

MICRO MANAGERS

122

We like to help, but not every minute or every day

• Segments where technology & product innovation can drive sustainable advantage

INDUSTRY FOCUS • We invest with manufacturing and industrial technology companies • Verticals including various products like machinery, sensors, measuring equipment, flow & process control, electrical & electronics

Industrial Machinery

Sensors

Measuring Equipment

Flow & Process Control Electrical & Electronics

PERCEPTICS manufactures high accuracy license plate readers and other optical systems, with technical capabilities of image processing, optical character recognition, pattern matching, data analytics and machine learning. Acquired from Northrop Grumman in 2006 & headquartered in Knoxville, TN.

MRF designs, manufacturers and services industrial very high-temperature vacuum and controlled atmosphere furnaces primarily for production of ceramics, electronic component and lab testing. MRF has served the industry for nearly 30 years and is headquartered in Allenstown, NH.

Headquartered in Tennessee, PPI develops patent-protected, clean energy systems for the cost-effective conversion of biomass feedstocks into synthetic fuel or electricity. PPI systems also produce a carbon biochar product with agricultural and industrial applications, and graphene in significant quantities.

SUNBELT is a niche distributor of packaging, strapping, and industrial thread supplies and equipment, used across virtually all industries. The company was founded in 1980 servicing the Carolinas, Georgia, and Virginia.

ARK LABS has developed an affordable smart water monitoring system packed with a remote shutoff valve that is empowered by artificial intelligence software. Ark Labs is headquartered in Florence, AL.

EXITED INVESTMENTS

*via SouthPointe Ventures

Builds our companies and our communities by supporting IDI employees passions and interests. The Perceptics Foundation triples employee monetary giving and volunteer time surpassing $1 million of employee sponsored contributions. JOHN DALTON, MANAGING PARTNER / (865) 323-7711 / john@IDInvest.net IDI Founder and industrial products veteran, John has experience in all company areas and as a private equity investor. John started with GE and Black & Decker, and moved on to lead and own with smaller companies focused on technologies within basic industries. He holds a B.S. in mechanical engineering from Cornell and an MBA from UNC. The education doesn’t compare to the bumps and bruises of leading and operating companies for 30 years. SANDY DALTON, PARTNER / (507) 401-6730 / sandy@IDInvest.net Sandy has 15 years of experience in industrial selling and marketing throughout the U.S., and holds a B.B.A. from Southwest Minnesota State University and an MBA from St. Cloud State. Sandy is married to Managing Partner John Dalton. BOB CARRELL, OPERATING EXECUTIVE / (757) 642-3684 / bob@IDInvest.net Bob is a seasoned executive with extensive operating and P&L experience in various manufacturing environments. Bob holds a B.S. in mechanical engineering from Southern Methodist University and has served as division and board director, as well as chairman, for industry trade associations and technical societies. TAMMIE HERNANDEZ, ANALYST / (865) 243-9145 / tammie@IDInvest.net Tammie has been with IDI since inception, and has had accounting and administrative roles with Perceptics since 2008. She studied at Pellissippi State Community College, has four decades of accounting experience, and has become an expert at implementing ERP systems. LISA HUDSON, ADMINISTRATIVE ASSISTANT / (865) 214-3958 / lisa@IDInvest.net Lisa joined IDI in 2021 bringing 40 years of accounting and administrative assistant experience. She studied at Roane State Community College.

123

Insperity (NYS: NSP) | Management Consultants Profile General Information Description Insperity provides a wide range of business performance and human resource services to business owners and individuals. The firm specializes in offering services in the areas of employment screening, financial solutions, insurance services, retirement, expense management, human capital management, payroll software, recruiting services, organizational planning and performance management. The firm was founded in 1986 and is based out of Kingwood, Texas. Website

www.insperity.com

Year Founded

1986

Entity Types

Management Consultants Public Company Acquirer Corporation

Employees

2378

Formerly Known As

Administaff

Legal Name

Insperity, Inc.

Service Provider Type

Management Consultants

Contact Information Primary Contact

Primary Office

Douglas Sharp

19001 Crescent Springs Drive

Chief Financial Officer, Treasurer & Senior Vice President of Finance douglas.sharp@insperity.com Phone: +1 (281) 348-3232

Kingwood Houston, TX 77339 United States Phone: +1 (832) 432-1773

Preferences Transaction Amount $5.00M - $10.00M Preferred Industries

Geographical Preferences

Construction and Engineering, Human Capital Services, Other Business Products and Services

United States

124

125

Kian Capital | PE Buyout & Growth/Expansion Profile General Information Description Kian is a private investment firm in Charlotte and Atlanta with $425 million of capital under management and 15 current investments. Kian’s team of seasoned investors has over 80 years of collective experience providing transformational capital solutions and boardlevel strategic and operational guidance to founder/owner operated businesses. The firm provides both sub-debt and equity in each transaction which provides it the flexibility to be either a control (primarily) or minority partner. Website www.kiancapital.com Total Investments 40† Entity Types

Growth/Expansion Private Company

Active Portfolio

Investments (TTM)

3†

Also Known As

Kian

Exits

Legal Name

Kian Capital Partners, LLC

Med. Round Amount

$10M

Investor Types

PE/Buyout (Primary Type) Growth/Expansion

Med. Valuation

$30M

# of Professionals

Investor Status

Actively Seeking New Investments

Year Founded

2013

AUM

$425.00M

Dry Powder

$70M

† Includes add-ons All investments are equity/add-on investments only

Contact Information Primary Contact

Primary Office

Secondary Office

David Duke

4201 Congress Street

2970 Peachtree Rd.

Partner, Business Development dduke@kiancapital.com Phone: +1 (470) 823-3008

Rotunda Building, Suite 440

Suite 530

Charlotte, NC 28209

Atlanta, GA 30305

United States

Phone: +1 (704) 943-2500 Fax: +1 (704) 943-4457 info@kiancapital.com

Phone: +1 470-823-3000 info@kiancapital.com

Investment Preferences Preferred Investment Amount

$7M - $30M

Preferred Revenue

$10M - $100M

Preferred EBITDA

$2M - $10M

Preferred Investment Horizon

5 - 7 years

Preferred Industries

Geographical Preferences

Preferred Deal Types

Preferred Verticals

Other Investment Preferences

Consumer Products and Services (B2C), Distributors/Wholesale, Healthcare Services, Tech-enabled Business Services, Insurance Services, Commercial Services

Southeast Northeast Mid-Atlantic Mid-West Western US

Acquisition Financing, Buyout/LBO, Corporate Divestiture, Debt Refinancing, Management Buyout, Mezzanine, PE Growth/Expansion, Recapitalization, Senior Debt, Subordinated Debt

Consumer Distribution Services Asset Light Manufacturing

Prefers majority stake, Prefers minority stake,

126

KLH Capital | PE/Buyout Profile General Information Description Founded in 2005, KLH Capital is a private equity investment firm serving family- and founder-owned, lower middle-market companies. The firm makes majority and minority equity investments in U.S.-based businesses to support the company's growth plan, provide ownership opportunities for key managers, and allow owners to harvest the value in their businesses. The firm commitment goes beyond financial support as it believes in establishing a collaborative team of peers, all of whom have hand in the company's progress. Website www.klhcapital.com Total Investments 54† Entity Types

PE/Buyout

Also Known As

KLH

Legal Name

KLH Capital LP

Investor Types

PE/Buyout (Primary Type) Asset Manager Growth/Expansion

Investor Status

Actively Seeking New Investments

Year Founded

2005

AUM

$304.53M

Dry Powder

$175.55M

Active Portfolio

Investments (TTM)

5†

Exits

Med. Round Amount

$20.00M

Med. Valuation

$40.00M

# of Professionals

† Includes add-ons All investments are equity/add-on investments only

Contact Information Primary Contact

Primary Office

Kyle Madden

601 Bayshore Boulevard

Partner & Member of Investment Committee kyle@klhcapital.com Phone: +1 (813) 397-1281

Suite 850 Tampa, FL 33606 United States Phone: +1 (813) 222-0160 Fax: +1 (813) 222-0161

Investment Preferences Preferred Investment Amount

$15M - $50M

Preferred Revenue

$15M - $200M

Preferred Company Valuation

$25M - $100M

Preferred Deal Size

$20M - $80M

Preferred EBIT

$4M - $20M

Preferred EBITDA

$4M - $20M

Preferred Verticals

Geographical Preferences

Preferred Deal Types

Preferred Industries

Other Investment Preferences

Industrial & Commercial Services, Specialty Contractors, Infrastructure Services, Value-added Distribution, Specialty Manufacturing

United States

Add-on, Asset Acquisition, Asset Divestiture (Corporate), Buyout/LBO, Capitalization, Carveout, Convertible Debt, Corporate, Corporate Asset Purchase, Corporate Divestiture, Debt - General, Debt Conversion, Debt Refinancing, Debt Repayment, Distressed Acquisition, Dividend Recapitalization, Early Stage VC, Equity For Service, Investor Buyout by Management, Junior Debt, Later Stage VC, Leveraged Recapitalization, Management Buy-In, Management Buyout, Merger of Equals, Merger/Acquisition, Mezzanine, PE Growth/Expansion, Privatization, Public to Private, Recapitalization, Second Lien, Secondary Buyout, Seller Notes, Spin-Off, Subordinated Debt, Unsecured Debt, Unsubordinated Debt

Aerospace and Defense, Connectivity Products, Distributors (Healthcare), Distributors/Wholesale, Electrical Equipment, Electronic Components, Electronic Equipment and Instruments, Energy Infrastructure, Energy Refining, Environmental Services (B2B), Fiberoptic Equipment, Government, Industrial Supplies and Parts, Machinery (B2B), Medical Supplies, Oil and Gas Equipment, Other Business Products and Services, Other Commercial Products, Other Commercial Services, Other Communications and Networking, Other Containers and Packaging, Other Energy Services, Other Equipment, Paper Containers and Packaging, Plastic Containers and Packaging, Security Services (B2B), Telecommunications Service Providers, Utilities, Wireless Communications Equipment, Wireless Service Providers

Will syndicate

127

Lead Capital Partners | PE/Buyout Profile General Information Description Founded in 2011, Lead Capital Partners is a healthcare-focused private equity firm based in Nashville, Tennessee. The firm has a buy and hold strategy and targets hold periods of 8-20 years. The firm invests across the healthcare industry, including providerbased businesses (including Physician Practice Management companies), ancillary services businesses and healthcare technology. Website

leadcp.com

Total Investments

Entity Type

PE/Buyout

Active Portfolio

Also Known As

Lead Capital, LCP

Investments (TTM)

Legal Name

Lead Capital Partners, LLC

Exits

Investor Type

PE/Buyout

Med. Round Amount

N/A

Investor Status

Actively Seeking New Investments

Med. Valuation

$10-25 million

Year Founded

2011

# of Professionals

AUM

$230.00M

† Includes add-ons All investments are equity/add-on investments only

Contact Information Primary Contact

Primary Office

Jonathan Henry

3817 Bedford Avenue

Associate & Executive jhenry@leadcp.com Phone: +1 (704) 302-7373

Suite 220 Nashville, TN 37215 United States

Investment Preferences Preferred EBITDA

$1M - $5M

Preferred Industries

Geographical Preferences

Preferred Deal Types

Preferred Verticals

Other Investment Preferences

Healthcare

United States

Buyout/LBO, Corporate Divestiture, Management Buyout, Recapitalization

Healthcare services Healthcare physician practice management Healthcare technology

Prefers majority stake

128

Levine Leichtman Capital Partners | PE/Buyout Profile General Information Description Founded in 1984, Levine Leichtman Capital Partners (LLCP) is a private equity firm based in Beverly Hills, California. The firm prefers to make structured private equity investments in non-cyclical, less correlated industries, such as business services, education and training, franchising, consumer products, light manufacturing/engineered products, and healthcare services. Website

www.llcp.com

Total Platforms

101

Entity Types

Private Company PE/Buyout

Active Portfolio

Also Known As

LLCP

Platform Investments (TTM)

Legal Name

Levine Leichtman Capital Partners, LLC

Total Investments (TTM)

18†

Investor Type

PE/Buyout

Exits (TTM)

Investor Status

Actively Seeking New Investments

Med. Entry Valuation (Fund VI)

$213M

Year Founded

1984

Med. Entry Valuation (LMM)

$87M

AUM

$8.9B

# of Investment Professionals

Dry Powder

$2.6B

† Includes add-ons All investments are equity/add-on investments only

Contact Information Primary Contact

Primary Office

Brooke Adams

345 North Maple Drive, Suite 300

Director badams@llcp.com 101 S. Tryon Street, Suite 2700 Charlotte, NC 28280 Phone: (980) 495-7245

Beverly Hills, CA 90210 United States Phone: +1 (310) 275-5335 Fax: +1 (310) 275-1441 main@llcp.com

Investments by Sector (Active Funds) By Investment Count

Healthcare Services 12%

Consumer Products 6%

Franchising & Multi-Unit 16% Education & Training 15%

Manufacturing / Engineered Products 20% Business Services 18%

Fund Type

Total Fund Count

Current Fund Size

Flagship

$2.5

Lower Middle Market

$1.38B

Europe

€463M

CNL Strategic Capital

Open-ended fund structure

Testing, Inspection & Certification 13%

129

Investment Preferences

130

LFM Capital | PE/Buyout Profile General Information Description Founded in 2014, LFM Capital is a private equity firm based in Nashville, Tennessee. The firm seeks to invest in lower-middle-market companies operating in the manufacturing and industrial services sectors. Website

www.lfmcapital.com

Total Investments

26†

Entity Type

PE/Buyout

Active Portfolio

Also Known As

LFM

Investments (TTM)

6†

Legal Name

LFM Capital, LLC

Exits

Investor Type

PE/Buyout (Primary Type) Growth/Expansion

# of Professionals

Investor Status

Actively Seeking New Investments

Year Founded

2014

AUM

$295.00

Dry Powder † Includes add-ons All investments are equity/add-on investments only

Contact Information Primary Contact

Primary Office

Jessica Ginsberg

1312 3rd Avenue North

Managing Director jessica@lfmcapital.com Phone: +1 (615) 983-6294

Nashville, TN 37208 United States Phone: +1 (615) 983-6294

Investment Preferences Preferred Investment Amount

$5M - $30M

Preferred Revenue

$10M - $150M

Preferred Company Valuation

$15M - $125M

Preferred EBITDA

$3M - $15M

Preferred Industries

Geographical Preferences

Preferred Deal Types

Preferred Verticals

Other Investment Preferences

Commercial Products, Commercial Services, Commercial Transportation, Metals, Minerals and Mining

Canada, United States

Add-on, Buyout/LBO, PE Growth/Expansion

Industrials, Manufacturing

Long-Term Investor, Prefers majority stake, Will syndicate

131

Linx Partners | PE/Buyout Profile General Information Description Founded in 1999, Linx Partners is a private equity firm in Atlanta, Georgia. The firm invests in the United States based lower middlemarket business-to-business, industrial manufacturing, and service companies. Website

www.linxpartners.com

Total Investments

34†

Entity Types

PE/Buyout / Lender

Active Portfolio

Also Known As

Linx

Investments (TTM)

Legal Name

Linx Partners, LLC

Exits

Investor Type

PE/Buyout

Med. Round Amount

$42.00M

Investor Status

Actively Seeking New Investments

Med. Valuation

$42.00M

Year Founded

1999

# of Professionals

AUM

$430.0M

Dry Powder

$21.3M

† Includes add-ons All investments are equity/add-on investments only

Contact Information Primary Contacts

Primary Office

Barbara Henagan

Giny Mullins

3330 Cumberland Boulevard

Co-Founder and Managing Director bhenagan@linxpartners.com

Managing Director

Suite 500

gmullins@linxpartners.com Phone: (404) 788-4005

Atlanta, GA 30339

Phone: +1 (770) 563-8362

United States Phone: +1 (770) 818-0335 Fax: +1 (770) 818-9537 info@linxpartners.com

Investment Preferences Preferred Investment Amount

$5M - $40M

Preferred Revenue

$20M - $100M

Preferred Company Valuation

$15M - $120M

Preferred Deal Size

$15M - $120M

Preferred EBITDA

$4M - $12M

Preferred Industries

Geographical Preferences

Preferred Deal Types

Preferred Verticals

Other Investment Preferences

Business Products and Services (B2B), Energy, Information Technology, Materials and Resources

United States

Add-on, Buyout/LBO, Management Buyout, PE Growth/Expansion, Recapitalization

Advanced Manufacturing, Big Data, Infrastructure, Manufacturing, Oil & Gas

Prefers majority stake, Will syndicate

132

May River Capital | PE/Buyout Profile General Information Description Founded in 2012, May River Capital is a private equity firm based in Chicago, Illinois. The firm invests in differentiated lower-middle market, industrial growth businesses. The firm was founded in 2012 by three partners with over 50 years of collective principal investing experience. The firm has over $500 million in assets under management and is investing out of its first and second institutional funds of approximately $170 million and $315 million respectively. Website

www.mayrivercapital.com

Total Investments

24†

Entity Type

PE/Buyout

Active Portfolio

Also Known As

May River

Investments (TTM)

2†

Legal Name

May River Capital, LLC

Exits

Investor Type

PE/Buyout

Med. Round Amount

$7.20M

Investor Status

Actively Seeking New Investments

Med. Valuation

$11.60M

Year Founded

2012

# of Professionals

AUM

$500.00M

Dry Powder

$272.75M

† Includes add-ons All investments are equity/add-on investments only

Contact Information Primary Contact

Primary Office

Charles Grace

One North Wacker Drive

Founding Partner cgrace@mayrivercapital.com Phone: +1 (312) 750-1772

Suite 1920 Chicago, IL 60606 United States Phone: +1 (312) 750-1772 Fax: +1 (312) 277-9535 info@mayrivercapital.com

Investment Preferences Preferred Investment Amount

$15M - $100M

Preferred Revenue

$10M - $150M

Preferred Company Valuation

$20M - $140M

Preferred Deal Size

$20M - $140M

Preferred EBITDA

$3M - $15M

Preferred Industries

Geographical Preferences

Preferred Deal Types

Preferred Verticals

Other Investment Preferences

Agriculture, Chemicals and Gases, Commercial Services, Construction (Non-Wood), Containers and Packaging, Distributors/Wholesale, Energy Equipment, Metals, Minerals and Mining, Other Materials

Canada, North America, United States

Add-on, Buyout/LBO, PE Growth/Expansion

Advanced Manufacturing, Industrials, Manufacturing

Prefers majority stake, Prefers minority stake, Will syndicate

133

Mazzone & Associates | Investment Bank Profile General Information Description Founded in 2005, Mazzone & Associates is mergers and acquisitions advisory firm based in Atlanta, Ga. Established and led by advisors with cross-border M&A and operating experience, Mazzone provides comprehensive transaction services for middle-market companies, private equity groups, individuals, and public companies and focuses on clients within industrial, packaging, technology, healthcare, consumer and specialty finance sectors. Website

www.mazzoneib.com

Year Founded

2005

Entity Type

Investment Bank

Service Breakdown

Also Known As

M&A, Mazzone & Associates Incorporated

Serviced Companies: 24 Serviced Deals: 24 Serviced Investors: 14

Legal Name

Mazzone & Associates, Inc.

Service Provider Type

Investment Bank (Primary Type) Financing Advisory

Contact Information Primary Contact

Primary Office

Stuart Sanford

75 14th Street North East

Vice President ssanford@mazzoneib.com Phone: +1 (404) 931-8545

Suite 2800 Atlanta, GA 30309 United States Phone: +1 (404) 931-8545 Fax: +1 (404) 574-5738 info@mazzoneib.com

Preferences Enterprise Value $25.00M - $500.00M

Transaction Amount $10.00M - $1.00B

Preferred Industries

Geographical Preferences

Preferred Deal Types

Preferred Verticals

Beverages, Building Products, Containers and Packaging, Distributors/Wholesale, Food Products, Healthcare, IT Services, Retail

Canada, Mexico, United States

Acquisition Financing, Asset Divestiture (Corporate), Buyout/LBO, Debt - General, Debt Refinancing, Management Buyout, Merger of Equals, Merger/Acquisition, PE Growth/Expansion, Recapitalization

Advanced Manufacturing, Industrials, Manufacturing

134

Booth C4

INVESTMENT CRITERIA We are a fully funded sponsor seeking to acquire firms in the lower middle market.

EBITDA

INDUSTRIES

1 –5

GEOGRAPHY

•Business Services •Consumer •Healthcare Services •Industrials & Manufacturing

million

United States

DESIRED CHARACTERISTICS    

www.mboventures.com

Founder or family-owned Strong management team Predictable and defensive cash flows We seek dominant players in small, niche markets

Darren Gleeman Partner (646) 734-2035

dgleeman@mboventures.com

135

Last Updated: 05-Jan-2022 pbId: 11238-58

Generated by PitchBook for Gloria Kantor, ACG

McCarthy Capital | PE/Buyout Profile General Information Description

McCarthy Partners Management, LLC is a registered investment advisor that conducts business as McCarthy Capital. McCarthy Capital, headquartered in Omaha, NE, is focused exclusively on lower middle-market companies. For more than 35 years, the McCarthy organization has been partnering with founders, families and exceptional management teams to support the growth of their companies. Website

www.mccarthycapital.com

Total Investments

Entity Types

PE/Buyout Private Company

Active Portfolio

Also Known As

McCarthy

Investments (TTM)

Legal Name

McCarthy Partners Management LLC

Exits

Investor Type

PE/Buyout (Primary Type) Growth/Expansion

# of Professionals

Investor Status

Actively Seeking New Investments

Year Founded

1986

AUM

$3.00B

† Excludes add-ons

Investment Preferences Preferred Investment Amount

$15M - $75M

Preferred Revenue

At least $10M

Preferred Industries

Geographical Preferences

Preferred Deal Types

Preferred Verticals

Other Investment Preferences

Commercial Services, Healthcare Services, Media, Other Financial Services, Software

United States

Buyout/LBO, Management Buyout, PE Growth/Expansion, Recapitalization

TMT

Prefers majority stake, Prefers minority stake

Contact Information Primary Contact

Primary Office

Matthew Breunsbach

1601 Dodge Street

Vice President mbreunsbach@mccarthycapital.com Phone: +1 (402) 991-8433

Suite 3800 Omaha, NE 68102 United States Phone: +1 (402) 932-8600 info@mccarthycapital.com

136

McGriff Insurance Services, Inc. | Private Company Profile General Information Description Provider of insurance brokerage services located in Atlanta, Georgia and throughout the United States. The company offers transaction liability insurance, property and casualty insurance, employee benefits, life and pension plans as well as actuarial services and captive feasibility, implementation and management services. Entity Type

Private Company

Year Founded

1922

Website

www.mcgriff.com

Universe

M&A

Legal Name

McGriff Insurance Services, Inc.

Spun Out Of

Corporate Insurance Solutions

Business Status

Generating Revenue

Employees

6,000

Ownership Status

Acquired/Merged

Financing Status

Corporate Backed or Acquired

Industries, Verticals & Keywords Primary Industry

Verticals

Keywords

Insurance Brokers

FinTech

claims management

InsurTech

insurance brokerage

M&A

insurance brokerage firm risk mitigation commercial insurance

What PitchBook Analysts Say "While many of the early insurtech companies that have reached scale compete directly with incumbent insurers, we expect the next wave of insurtechs to partner with incumbents to digitize and enhance the insurance value chain. We see areas of scalable opportunities to include infrastructure, underwriting and risk pricing, and claims automation." Q2 2020 Emerging Tech Research: Insurtech | 28-Aug-2020 | Robert Le | InsurTech

Contact Information Primary Contact

Primary Office

Philip Theodore and Ashley Steele

3400 Overton Park Drive

ptheodore@mcgriff.com Ashley.steele@mcgriff.com

Suite 300 Atlanta, GA 30339

137

Midwest Mezzanine Funds | Investor Profile General Information Description Founded in 1992, Midwest Mezzanine Funds is a private equity firm based in Chicago, Illinois. The firm prefers to invest in light manufacturing, value-added distribution, and service business. The firm also specializes in the buy-out, recapitalization, mezzanine and capital expansion. Website

www.mmfcapital.com

Total Investments

174†

Entity Types

Investor Mezzanine

Active Portfolio

Investments (TTM)

7†

Exits

102

Med. Round Amount

$27.98M

Med. Valuation

$35.38M

# of Professionals

Also Known As

MMF, Midwest Mezzanine

Investor Type

Mezzanine (Primary Type) PE/Buyout

Investor Status

Actively Seeking New Investments

Year Founded

1992

AUM

$518.00M

Dry Powder

$125.0M

† Includes add-ons All investments are equity/add-on investments only

Contact Information Primary Contact

Primary Office

Paul Kreie

55 West Monroe Street

Senior Managing Director pkreie@mmfcapital.com Phone: +1 (312) 291-7303

Suite 3650 Chicago, IL 60603 United States Phone: +1 (312) 291-7300 Fax: +1 (312) 345-0665 info@mmfcapital.com

Investment Preferences

138

Preferred Investment Amount

$4M - $15M

Preferred Company Valuation

$15M - $100M

Preferred EBITDA

$3M

Preferred Industries

Geographical Preferences

Preferred Deal Types

Preferred Verticals

Other Investment Preferences

Commercial Products, Commercial Services, Commercial Transportation, Other Consumer Products and Services, Other Financial Services, Services (NonFinancial), Transportation

United States

Acquisition Financing, Buyout/LBO, Debt General, Management Buyout, Mezzanine, PE Growth/Expansion, Recapitalization, Subordinated Debt

Industrials, Manufacturing

Prefers majority stake, Will lead on a deal, Will syndicate

Moore Colson CPAs and Advisors | Accounting/Consulting Profile General Information Description Established in 1981, Moore Colson is an accounting and advisory firm based in Atlanta, Georgia. The firm works with closely-held businesses, private equity groups and their portfolio companies, and publicly-traded businesses nationwide. The firm specializes in transaction services, lender advisory services, turnaround consulting, forensic and litigation support services, fiduciary and bankruptcy services, tax compliance and consulting, accounting and auditing, information technology audit security and consulting, internal audit outsourcing, and estate & trust planning for more than 15 different industries. Website

www.moorecolson.com

Year Founded

1981

Entity Type

Accounting/Advisor

Employees

150

Also Known As

Moore Colson

Service Breakdown

Service Provider Type

Accounting/Advisor (Primary Type) Financing Advisory

Serviced Companies: Serviced Deals: Serviced Investors:

Contact Information Primary Contacts

Primary Office

Robin Samples

600 Galleria Parkway South East

Partner

Suite 600

rsamples@moorecolson.com Phone: +1 (770) 989-0028

Atlanta, GA 30339 United States Phone: +1 (770) 989-0028 Fax: +1 (770) 989-0201 information@moorecolson.com

Preferences Preferred Industries

Geographical Preferences

Preferred Deal Types

Construction and Engineering, Distributors/Wholesale, Other Business Products and Services, Other Consumer Products and Services, Other Healthcare, Other Information Technology, Other Retail, Other Transportation, Real Estate Services (B2C)

United States

Buyout/LBO, Merger/Acquisition, PE Growth/Expansion

139

MSouth Equity Partners | PE/Buyout Profile General Information Description MSouth Equity Partners is a private equity investment firm that provides equity capital and expertise to support management teams in acquisitions and recapitalizations of lower middle market companies typically valued between $25 and $250 million. Based in Atlanta and Nashville, MSouth invests primarily in the South with a consistent focus on management buyouts of companies in sectors where it has significant investment, management and transactional experience. MSouth invests with the objective of increasing operating cash flow through growth initiatives and active ownership. A key element of MSouth’s investment strategy is partnering with proven management teams to create value. Founded in 2007, MSouth has raised $2.2 billion of capital across four funds. MSouth is the successor to Cravey, Green & Wahlen, which was founded in 1984. Website

www.msouth.com

Total Investments

137†

Entity Types

PE/Buyout Private Company Financing Advisory

Active Portfolio

Investments (TTM)

17†

Exits

# of Professionals

Also Known As

MSouth

Formerly Known As

Cravey, Green & Wahlen

Legal Name

MSouth Equity Partners, LLC

Investor Type

PE/Buyout (Primary Type) Growth/Expansion

Investor Status

Actively Seeking New Investments

Year Founded

2007

Capital Raised

$2.20B

† Includes add-ons All investments are equity/add-on investments only

Contact Information Primary Contact

Primary Office

Peter Pettit

Two Buckhead Plaza

Partner ppettit@msouth.com Phone: +1 (404) 816-3255

3050 Peachtree Road NW Suite 550 Atlanta, GA 30305 United States Phone: +1 (404) 816-3255 Fax: +1 (404) 816-3258 info@msouth.com

Investment Preferences

140

Preferred Investment Amount

$25M - $100M

Preferred Company Valuation

$25M - $250M

Preferred EBITDA

$5M - $30M

Preferred Industries

Geographical Preferences

Preferred Deal Types

Business Services Healthcare Services Niche Manufacturing Specialty Distribution

South

Buyout/LBO, Corporate Divestiture, Management Buy-In, Management Buyout, PE Growth/Expansion, Recapitalization

Preferred Verticals

Other Investment Preferences Prefers majority stake

Select Portfolio Companies The NexPhase Approach

Consumer

Specialization Industry vertical focus

Thematic

DTC seeking FDM growth

Functional home products Functional personal care and orthopedic

Kid-focused brands

Operators

Leading regional brands

12 industry and functional experts

Low/no-ABV alternatives

Value Creation

Meal aids, sauces and condiments

Partner of Choice

Healthcare Concierge medicine

Since inception, NexPhase has managed over $1.8B of capital and completed 80+ investments

HCIT

Medical product and devices

Outsourced services

Physician practices/PPM

Pharma services

Revenue cycle management

Senior care services

Investment Criteria Ownership

Control or co-lead

Location

North America

EBITDA

Up to $30MM

Equity Investment

$25MM – $150MM

Financial Profile

Asset-light, high growth

Preference for entrepreneurowned businesses

Software

Transaction Opportunities:

April 2019; exited October 2021

Indulgent popcorn

June 2016

Cocktail mixers & RTDs

December 2021

Food services provider

November 2021

Biopharma marketing

October 2018

Pediatric autism

April 2018

Non-medical home care

February 2018

Pain management

March 2017

Revenue cycle mgmt.

November 2010

Infertility management

Education / certification

August 2021

Benefits administration

November 2019

Automotive martech

and training

Lex Leeming, Partner & Head of Business Development lleeming@NexPhase.com (212) 878-6005

Financial services

State and local government

November 2019

600 Lexington Avenue 12 Floor New York, NY 10022 th

www.NexPhase.com

Flavorful wines

Snacks and indulgent treats

Systematic approach to driving incremental growth

80% of investments entrepreneur-owned at close

March 2021

Craft spirits, hard cider, wine and flavored alcohol

Target subsectors based on macro investment themes

Beverage mixes and enhancers

March 2018

Continuing professional education

Recreational licensing

The information herein is not an advertisement or intended for use by investors, and does not constitute an investment recommendation. Portfolio companies identified do not represent all of the investment decisions made by the NexPhase investment team; the full list of all investment decisions is available upon request. No assumptions should be made that these, or any other investments, were or will be profitable. Some listed portfolio companies represent investment decisions made while part of Moelis Capital Partners. Operations experts referenced above include Operating Partners and Executive Advisory Board members who are not Nexphase employees, but are consultants compensated by NexPhase funds or portfolio companies; their compensation will not offset any NexPhase management fees.

141

Northcreek Mezzanine | Mezzanine Profile General Information Description Northcreek Mezzanine is a mezzanine investment firm established in 2010 and based in Cincinnati, Ohio that provides dynamically structured mezzanine debt and equity investments to lower-middle market companies. The firm is a licensed Small Business Investment Company (SBIC) and makes investments for both sponsored and non-sponsored transactions. Northcreek's transaction types include recapitalization, acquisitions, buyouts, and growth financing. Website

www.northcreekmezzanine.com

Year Founded

2010

Entity Types

Mezzanine Investor

Service Breakdown

Also Known As

Northcreek

Serviced Companies: 59 Serviced Deals: 64 Serviced Investors: 7

Legal Name

Northcreek Mezzanine, Inc.

Service Provider Type

Mezzanine (Primary Type) Lender

Contact Information Primary Contact

Primary Office

Tom Baker

312 Walnut Street

Vice President tbaker@northcreekmezzanine.com Phone: +1 (513) 403-9995

Suite 2310 Cincinnati, OH 45202 United States Phone: +1 (513) 985-6601 Fax: +1 (513) 985-6603

Preferences Transaction Amount $1.00M - $12.00M Preferred Industries

Geographical Preferences

Preferred Deal Types

Preferred Verticals

Preferred Fund Types

Automotive, Capital Markets/Institutions, Energy, Healthcare, Information Technology, Logistics, Restaurants, Hotels and Leisure

United States

Acquisition Financing, Add-on, Buyout/LBO, Equity For Service, Merger/Acquisition, Mezzanine, PE Growth/Expansion, Recapitalization, Senior Debt, Subordinated Debt

FinTech, Life Sciences, Manufacturing, Nanotechnology, SaaS

Buyout, Debt - General, Diversified Private Equity, Growth/Expansion, Mezzanine

142

Nperspective | Private Company Profile General Information Description Provider of financial management and advisory services intended to add value by improving the client's strategic and financial performance. The company offers various services including bankruptcy and valuation services, cash flow planning and resource management, financial reporting and analysis services, forensic accounting and litigation support for clients in manufacturing, construction, distribution, real estate, retail and other companies. Entity Type Private Company Website

www.nperspective.net

Legal Name

NPerspective, LLC

Business Status

Generating Revenue

Ownership Status

Privately Held (no backing)

Financing Status

Corporation

Year Founded

2001

Universe

Other Private Companies

Industries, Verticals & Keywords Primary Industry

Verticals

Keywords

Consulting Services (B2B)

Industrials

advisory services solvency

Other Industries

cash flow management

Other Financial Services

financial planning controllers services advisory service financial management

Contact Information Primary Contact

Primary Office

Gary Colbert

941 West Morse Boulevard

President gcolbert@npcfo.com

Suite 100 Winter Park, FL 32792 United States Phone: +1 (407) 679-7600 info@nperspective.net

143

Oaklyn Consulting | Management Consultants Profile General Information Description Founded in 2016, Oaklyn Consulting is a management consultant based in Tennessee, United States. The firm works with clients to complete mergers, acquisitions, joint ventures, and other strategic transactions as well as arrange to finance and manage investor relationships. It is hired by companies and private equity/venture capital investors for general services and for deal work. The company clients include 1. Pre-Venture Companies 2. Venture Capital Companies 3. Private Equity Companies 4. M&A 5. Debt-Financed 6. Other Private Companies, including especially founder-operated and family-owned companies. Website

www.oaklynconsulting.com

Year Founded

2016

Entity Type

Management Consultants

Employees

Service Provider Types

Management Consultants (Primary Type) Business Intermediary Financing Advisory

Service Breakdown

Serviced Clients: 90 Serviced (and Publicly Anncd) Deals: 17 Investor Clients: 15

Contact Information Primary Contact

Primary Office

Jack Ranier

PO Box 4955

Consultant jranier@oaklynconsulting.com Phone: +1 (888) 983-1617

Chattanooga, TN 37405 United States info@oaklynconsulting.com

Preferences Enterprise Value <$500.00M

Transaction Amount <$500.00M

Preferred Industries

Geographical Preferences

Preferred Deal Types

Preferred Verticals

Agriculture, Business Products and Services (B2B), Business/Productivity Software, Consumer Products and Services (B2C), Financial Services, Healthcare, Paper Containers and Packaging, Paper/Soft Products, Plastic Containers and Packaging, Vertical Market Software

United States

Bridge, Buyout/LBO, Convertible Debt, Early Stage VC, Investor Buyout by Management, Junior Debt, Later Stage VC, Loan, Merger/Acquisition, Mezzanine, PE Growth/Expansion, Revolving Credit Line, Secondary Buyout, Seed Round, Senior Debt, Subordinated Debt, Unsecured Debt

Artificial Intelligence & Machine Learning, Big Data, Construction Technology, FinTech, HealthTech, HR Tech, Industrials, InsurTech, Internet of Things, Life Sciences, Manufacturing, Marketing Tech, Micro-Mobility, Mobile, Mortgage Tech, Oncology, Real Estate Technology, SaaS, Supply Chain Tech, TMT

144

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Customer Data Platform

Marketing Automation

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Odyssey, our marketing automation platform, provides users with the ability to guide each customer down a personalized and automated marketing voyage. Enhance your marketing campaigns with the support of all your CDP information and segmenting options.

Data Management and Governance

Subscription Management

Through the real-time, unified view of your audience, you can capitalize on demographicand behavioral data and seamlessly use data queries across our solutions to effectively target your audience.

Trust in the industry-leading subscription management services to achieve and exceed all of your subscription needs. From publications, newsletters, website access, single-copy sales, site licenses, etc. Omeda has it covered.

“Omeda has built a powerful marketing program that is driven by your own database, creating an almost seamless workflow and relationship management system. It really gives you the opportunity to create process efficiencies and optimize your investment by maximizing your usage of marketing tools.” – Kristen W, Audience Marketing Director

145

Omeda is a Complete Marketing Suite to Grow, Engage, and Monetize Your Audience Comprehensive Customer Data Platform

Data & Consent Management

Suite

Fully Integrated Marketing & Email Automation

Omeda by the Numbers

6.0B+

$100M+

Visit Omeda.com or contact sales@omeda.com to learn more 146

P2 Corporate Finance, LLC Investment Banking FIRM OVERVIEW

q P2 Corporate Finance, LLC is an independent investment bank and registered FINRA broker dealer based in Atlanta, Georgia. The firm provides strategic, corporate finance, and financial advisory services to public and private firms in the Electric and Gas Utilities, Power, Energy Infrastructure: Midstream Energy and Pipelines, Renewables, and related services, Consumer Products, Retail, Industrials, Healthcare, and FinTech/Digital Assets-Blockchain/Technology sectors.

TRANSACTION PARAMETERS (Average)

q $2 - $50 million EBITDA q $20 - $500 million Equity Value q Public and privately-held and startups on a select basis

SERVICES

q Our services include Debt and Equity capital raises, mergers and acquisitions (M&A) advisory and transaction execution, recapitalizations, valuations and fairness opinions, and other nonfinancial and financial services q Our goal is to utilize our industry expertise underpinned by a rigorous research approach to derive and provide value added idea generation that allows our clients to execute their strategic initiatives q As a minority-owned firm, we are uniquely positioned to provide clients with an opportunity to assist in achieving their diversity, inclusion, and equity initiatives as a component of their Environmental, Social, and Corporate Governance (ESG) objectives

INDUSTRIES

q Retail / Consumer q Electric and Gas Utilities and Power q Industrials q Energy Infrastructure: Midstream/Pipelines q FinTech/Digital Assets/Blockchain/Technology q Healthcare

CONTACTS

q Paul Elizondo | 770-608-7740 | pelizondo@p2ibank.com Ø Experience of 25+ years in Investment Banking as CEO of P2, a group head, investment banker, research analyst, board advisor, and entrepreneur Ø Prior firms: Truist Securities (fka SunTrust Robinson Humphrey), Bank of America Merrill Lynch (fka Banc of America Securities), Moody’s Investors Service q Jennifer Neill | 404-431-5562 | jneill@p2ibank.com Ø Experience of 20+ years as an investment banker, consultant, and research analyst Ø Prior firms: Truist Securities (fka SunTrust Robinson Humphrey), Grant Thornton, Lexecon

P2 Corporate Finance, LLC, member FINRA and SIPC.

147

Peninsula Capital Partners | PE/Buyout Profile General Information Description Peninsula Capital Partners L.L.C. is a one-stop provider of junior capital with the capability, flexibility and competence to address any transactional financing need via subordinated debt, preferred equity and/or common equity. We specialize in non-sponsored, cosponsored and company-directed investment situations requiring tailored junior capital solutions, either as a non-controlling or controlling investor. We seek to create a customized and unique capital solution for each company into which we invest in order to maximize the opportunity for shared success. Website

www.peninsulafunds.com

Total Investments

200+†

Entity Types

PE/Buyout Mezzanine

Active Portfolio

Also Known As

Peninsula

New Platform Investments (TTM)

Legal Name

Peninsula Capital Partners L.L.C.

Exits

100+

Investor Type

PE/Buyout (Primary Type) Mezzanine

Med. Investment Amount

$20.0M

Med. Valuation

$30.0M

# of Professionals

Investor Status

Actively Seeking New Investments

Year Founded

1995

AUM

$1.9B

Dry Powder

$300.0M

† Includes add-ons All investments are equity/add-on investments only

Contact Information Primary Contact

Primary Office

Christopher Gessner

One Detroit Center

Partner gessner@peninsulafunds.com Phone: +1 (313) 237-5100

500 Woodward Avenue, Suite 2800 Detroit, MI 48226 United States Phone: +1 (313) 237-5100 Fax: +1 (313) 237-5111 info@peninsulafunds.com

148

Petra Capital Partners | PE/Buyout Profile General Information Description Founded in 1996, Petra Capital Partners is a private equity firm that is based in Nashville, Tennessee. The firm specializes in providing growth capital, acquisition financing, buyouts, and recapitalization investments. It seeks to invest in the business service, healthcare service, and technology-enabled service sectors in the United States. Website

www.petracapital.com

Total Investments

129†

Entity Types

PE/Buyout Lender

Active Portfolio

Also Known As

Petra

Investments (TTM)

4†

Legal Name

Petra Capital Partners, LLC

Exits

Investor Types

PE/Buyout (Primary Type) Growth/Expansion SBIC

Med. Round Amount

$7.69M

Med. Valuation

$22.10M

# of Professionals

Investor Status

Actively Seeking New Investments

Year Founded

1996

AUM

$491.00M

Dry Powder

$124.05M

† Includes add-ons All investments are equity/add-on investments only

Contact Information Primary Contact

Primary Office

Michael Blackburn

3825 Bedford Avenue

Founding Partner & Managing Partner mwb@petracapital.com Phone: +1 (615) 313-5992

Suite 203 Nashville, TN 37215 United States Phone: +1 (615) 313-5999 Fax: +1 (615) 313-5990

Investment Preferences Preferred Investment Amount

$5M - $20M

Preferred Revenue

$10M - $100M

Preferred EBITDA

$1M - $10M

Preferred Industries

Geographical Preferences

Preferred Deal Types

B2B Services, Commercial Services, Communications and Networking, Healthcare Services, Healthcare Technology Systems, Insurance, IT Services, Media, Other Healthcare, Pharmaceuticals and Biotechnology,

United States

Buyout/LBO, PE Growth/Expansion, Subordinated Debt

Preferred Verticals

Other Investment Preferences Prefers majority stake, Prefers minority stake, Will syndicate

149

PNC Bank (NYS: PNC) | Commercial Bank Profile General Information Description

PNC Bank, National Association, is a member of The PNC Financial Services Group, Inc. (NYSE: PNC). PNC is one of the largest diversified financial services institutions in the United States, organized around its customers and communities for strong relationships and local delivery of retail and business banking including a full range of lending products; specialized services for corporations and government entities, including corporate banking, real estate finance and asset-based lending; wealth management and asset management. For information about PNC, visit www.pnc.com. Website

www.pnc.com

Year Founded

1845

Entity Types

Financial Services Commercial Bank Public Company Acquirer Banking Institution

Employees

60000

Service Breakdown

Serviced Companies: Data Unavailable Serviced Deals: Data Unavailable Serviced Investors: Data Unavailable Serviced Funds: Data Unavailable

Formerly Known As

Pittsburgh National Bank, Pittsburgh Trust and Savings

Legal Name

The PNC Financial Services Group, Inc.

Service Provider Type

Commercial Bank (Primary Type) Lender

Contact Information Primary Contact

Primary Office

Virginia L Kiseljack Senior Vice President, Senior Business Development Officer PNC Business Credit virginia.kiseljack@pnc.com

1075 Peachtree Street NE Suite 1900 Atlanta, GA 30309 United States

Preferences Transaction Amount >$5.00M Preferred Industries

Geographical Preferences

Preferred Deal Types

Preferred Verticals

Agriculture, Apparel and Accessories, Chemicals and Gases, Commercial Products, Commercial Services, Commercial Transportation, Communications and Networking, Computer Hardware, Construction (NonWood), Consumer Durables, Consumer Non-Durables, Containers and Packaging, Energy Equipment, Energy Services, Forestry, Healthcare Devices and Supplies, Healthcare Services, Healthcare Technology Systems, Insurance, IT Services, Media, Metals, Minerals and Mining, Other Business Products and Services, Other Consumer Products and Services, Other Energy, Other Financial Services, Other Healthcare, Other Information Technology, Other Materials, Pharmaceuticals and Biotechnology, Restaurants, Hotels and Leisure, Retail, Semiconductors, Services (Non-Financial), Software, Textiles, Transportation

United States, Canada

Add-on, Bankruptcy: Liquidation, Buyout/LBO, Corporate Asset Purchase, Debt - General, Debt PPP, Debt Refinancing, IPO, Later Stage VC, Loan, Management Buyout, Merger of Equals, Merger/Acquisition, PE Growth/Expansion, PIPE, Public Investment 2nd Offering, Recapitalization, Revolving Credit Line, Secondary Transaction Open Market, Secured Debt, Subordinated Debt, Unsecured Debt

No preference – PNC services all specialty areas.

150

PNC Riverarch Capital | PE/Buyout Profile General Information Description Founded in 2011, PNC Riverarch Capital is a private equity firm based in Pittsburgh, Pennsylvania. The firm specializes in leveraged buyouts, recapitalizations, corporate divestitures, management buyouts, acquisition capital, growth equity, and add-on acquisitions. The firm seeks to invest in value-added distribution, business and industrial services, tech-enabled services, specialized manufacturing, and software sectors in North America. Website

www.pncriverarch.com

Total Investments

110†

Entity Types

PE/Buyout

Active Portfolio

Also Known As

PNC, The PNC Financial Services Group

Investments (TTM)

4†

Legal Name

The PNC Financial Services Group, Inc

Exits

Parent Company

PNC

Med. Round Amount

$56.50M

Investor Type

PE/Buyout

Med. Valuation

$100.00M

Investor Status

Actively Seeking New Investments

# of Professionals

Year Founded

2011

AUM

$1,500.00M

Dry Powder

$500.00M

† Includes add-ons All investments are equity/add-on investments only

Contact Information Primary Contact

Primary Office

Michael Miller

Two PNC Plaza

Director Michael.g.miller@pnc.com Phone: +1 (412) 762-1371

620 Liberty Avenue 22nd Floor Pittsburgh, PA 15222 United States

Investment Preferences Preferred Investment Amount

$10M - $300M

Preferred Revenue

$10M - $500M

Preferred Company Valuation

$30M - $300M

Preferred Deal Size

$10M - $80M

Preferred EBITDA

$3M - $30M

Preferred Industries

Apparel and Accessories, Beverages, Commercial Products, Commercial Services, Commercial Transportation, Computer Hardware, Food Products, Healthcare, Other Business Products and Services, Restaurants, Hotels and Leisure, Software

Geographical Preferences

Preferred Deal Types

Preferred Verticals

Other Investment Preferences

Canada, North America, United States

Add-on, Buyout/LBO, Corporate Divestiture, Management Buyout, PE Growth/Expansion, Recapitalization

Industrials, Manufacturing

Long-Term Investor, Prefers majority stake, Will lead on a deal, Will syndicate

151

Porter, White & Company | Investment Bank Profile General Information Description Porter, White & Company is a boutique investment banking and management firm. The firm supports and advises clients with specific expertise in the areas of valuation, mergers and acquisitions capital advisory, distressed situations, investment consulting, community banking, project finance, and investment consulting. PW&Co's focused industries include manufacturing, financial services, energy, public finance, information technology, and healthcare sectors. The firm was founded in 1975 and is based in Birmingham, Alabama. Website

www.pwco.com

Year Founded

1975

Entity Type

Investment Bank

Service Breakdown

Also Known As

PW&Co

Serviced Companies: 40 Serviced Deals: 25 Serviced Investors: 20

Formerly Known As

Morgan Keegan. Porter, White & Yardley, Porter, White & Yardley, Inc., White & Company

Legal Name

Porter White & Company, Inc.

Service Provider Type

Investment Bank (Primary Type) Financing Advisory

Contact Information Primary Contact

Primary Office

Michael Stone

15 Richard Arrington

Director michael@pwco.com Phone: +1 (205) 458-9137

Junior Boulevard North Birmingham, AL 35203 United States Phone: +1 (205) 252-3681 info@pwco.com

Preferences Preferred Industries

Geographical Preferences

Preferred Deal Types

Preferred Verticals

Industrials, Business Services, Renewable Energy, Financial Services, Healthcare

United States

Early Stage VC, Later Stage VC, Loan, Merger/Acquisition, PE Growth/Expansion, Recapitalization

Manufacturing, Industrials, Healthcare, Financial Services

152

Invested In

What Matters

Mezzanine Finance For more than 75 years, Prudential Private Capital has been partnering with a wide range of corporations, sponsors, and institutions to provide valuable insights, guidance, and customized capital solutions that enable them achieve their growth and funding goals. We invest in private debt and equity through our regional office network in North America, Latin America, Europe and Australia. We manage a portfolio of $100.9billion asof 9.30.21and have significant appetite to provide mezzanine debt and minority equity capital as well as leveraged senior debt to leading middle-market companies worldwide.

PGIM Capital Partners is the middle-market

mezzanine and structured equity fund business managed by PGIM Private Capital. We have invested $6.0billion* of mezzanine and equity capital in 226 mezzanine platform deals with our partners since 1995, andhave substantial capital available to invest out of our $2.23 billion sixth fund. *As of 9.30.21

Entire capital structure

Broad use of capital

• Significant capacity to invest subordinated debt, structured equity, and minority equity

• Recapitalization & dividend • Junior capital investment recapitalization of $15-$150 million, plus L co-investment appetite • Growth & acquisition

• Ability to also provide revolver and leveraged senior term debt for a seamless, one -stop debt solution

• Shareholder buyout

financing

• Balance sheet restructuring • Non-Sponsored MBOs • Sponsored LBOs • Cross-border financings

Flexibility & scale

Business profile

• Corresponding senior debt appetite in one - stop deals of $75+ million • Multi-currency funding available • Patient capital with relationship-based approached

Ben Turnipseed, Vice President 404.870.3756 ben.turnipseed@prudential.com

• Minimum EBITDA of $8 million • Generalist sector approach; focus on business services, consumer products and services, distribution and logistics, food and beverage, packaging, chemicals, and niche manufacturing • Businesses located in Nor America and Europe

Suleman Aleem Senior Analyst 404.870.3754 suleman.aleem@prudential.com

153

Purchasing Power | Private Company Profile General Information Description Purchasing Power®, headquartered in Atlanta, is a voluntary benefits company that offers an employee purchase program through the convenience of payroll deductions. The program is available at no cost to employers. Using Purchasing Power, employees can choose from more than 45,000 consumer products, including computers, electronics, online education services and vacation packages. Participants pay for purchases over a 12- or 6-month period through their paycheck, with no ballooning interest, credit checks, hidden fees, or late fees. Employees who require financial flexibility, do not have immediate access to affordable credit, or choose to pay for a product or service over time can benefit from using the Purchasing Power program. Most Recent Financing Status (as of 21-May-2021) The company amened its $150 million asset-backed warehouse facility in February 2021, extending its revolving period until July 2023. In April 2021 the company completed a $175 million offering of asset-backed notes with at two-year revolving period. Entity Types

Private Company Acquirer

Website

www.purchasingpower.com

Legal Name

Purchasing Power, LLC

Business Status

Profitable

Ownership Status

Privately Held (backing)

Financing Status

Private Equity-Backed

Year Founded

2001

Universes

Debt Financed, Private Equity

Employees

250

Industries, Verticals & Keywords Primary Industry

Verticals

Keywords

Voluntary benefits

Employers/Organizations

retail installment service

Public Sector

automatic payment service

Federal Government

e-retailer consumer product online education service finance service voluntary employee benefits employee purchase program

Contact Information Primary Contact

Primary Office

Ronald Oertell JD

2727 Paces Ferry Road Southeast

Chief Financial Officer roertell@purchasingpower.com Phone: +1 (404) 609-5100

Suite 1200 Atlanta, GA 30339 United States Phone: +1 (404) 609-5100

154

Resolute Capital Partners | Investor Profile General Information Description Resolute Capital Partners (“RCP”), based in Nashville, provides debt and equity capital primarily to lower middle-market healthcare and business services companies. RCP is currently investing out of its fourth fund, a $321 million vehicle raised in 2018, and its fifth fund, which is expected to have a final closing in Q1 2022. RCP typically invests $5-30 million per portfolio company alongside funded and independent sponsors. Website

www.resolutecap.com

Total Investments

85†

Entity Types

Investor Mezzanine

Active Portfolio

Also Known As

RCP

Investments (TTM)

Investor Types

Mezzanine (Primary Type) Growth/Expansion PE/Buyout

Exits

Med. Round Amount

$10M

Med. Valuation

$25M

Investor Status

Actively Seeking New Investments

# of Professionals

Year Founded

2010

AUM

~$875M

Dry Powder

~$375M

† Includes add-ons

Contact Information Primary Contact

Primary Office

Bill Nutter

20 Burton Hills Boulevard

Partner & Chairman of Investment Committee bill@resolutecap.com Phone: +1 (615) 665-3636

Suite 430 Nashville, TN 37215 United States Phone: +1 (615) 665-3636 info@resolutecap.com

Investment Preferences Preferred Investment Amount

$5M - $30M

Preferred Revenue

$10M - $50M

Preferred EBITDA

$2M - $10M

Preferred Industries

Geographical Preferences

Preferred Deal Types

Preferred Verticals

Other Investment Preferences

Healthcare Services, Business Services

United States

Buyout/LBO, Mezzanine, PE Growth/Expansion, Recapitalization

Behavioral Health, Physician Practice Management, IT Services

Prefer to invest alongside a funded or independent sponsor

155

Ridgemont Equity Partners | PE/Buyout Profile General Information Description Founded in 1993, Ridgemont Equity Partners is a private equity firm based in Charlotte, North Carolina. The firm seeks to invest in companies operating in the business and tech-enabled services, healthcare, tech & telecom, industrial growth, environmental, power and infrastructure sector. Website

www.ridgemontep.com

Entity Types

PE/Buyout Lender

Also Known As

Ridgemont

Formerly Known As

Banc of America Capital Investors

Legal Name

Ridgemont Partners Management, LLC

Spun Out Of

Bank of America

Investor Types

PE/Buyout (Primary Type) Growth/Expansion

Investor Status

Actively Seeking New Investments

Year Founded

1993

AUM

$5.00B

† Includes add-ons All investments are equity/add-on investments only

Contact Information Primary Contact

Primary Office

Kelly Lineberger

101 South Tryon Street

Partner klineberger@ridgemontep.com Phone: +1 (704) 944-0935

Suite 3400 Charlotte, NC 28280 United States Phone: +1 (704) 944-0914 Fax: +1 (704) 944-0973

Investment Preferences Preferred Investment Amount

$250M

Preferred EBITDA

$5M - $50M

Preferred Industries

Geographical Preferences

Preferred Deal Types

Preferred Verticals

Other Investment Preferences

Communications and Networking, Energy Services, Exploration, Production and Refining, Healthcare Services, IT Services, Other Healthcare, Pharmaceuticals, Services (NonFinancial), Software, Transportation, Utilities

North America

Add-on, Buyout/LBO, Corporate Divestiture, PE Growth/Expansion

Advanced Manufacturing, B2B Payments, CleanTech, EdTech, FinTech, HealthTech, Infrastructure, Manufacturing, SaaS, Supply Chain Tech

Prefers majority stake, Prefers minority stake, Will lead on a deal, Will syndicate

Infrastructure Asset Preferences Renewable Energy, Telecommunications

156

Riveron | Financing Advisory Profile General Information Description Riveron is a business advisory firm specializing in accounting, finance, technology, and operations. We partner with our clients and their stakeholders to successfully prepare for and execute change across the transaction and business lifecycle in both healthy and distressed environments. Our unique combination of consulting, public accounting, and industry experience allows us to offer an unprecedented level of understanding and results. Founded in 2006, Riveron is headquartered in Dallas, Texas and operates in major markets across the country, including Atlanta, GA Website

www.riveron.com

Year Founded

2006

Legal Name

Riveron Consulting, LLC

Employees

500

Services Provided

Accounting Advisory Accounting & Finance Operations Capital Markets & Divestitures Performance Improvement Restructuring and Turn Around Tax Advisory Technology Enablement Transaction Services

Contact Information Primary Contact Jonathan Ford, Senior Managing Director Phone: 404.334.7176

Atlanta Office 1180 Peachtree Street NE Suite 1950 Atlanta, GA 30309 404.334.7176 info@riveron.com

157

River Associates Investments | PE/Buyout Profile General Information Description Founded in 1989, River Associates Investments is a private equity firm headquartered in Chattanooga, Tennessee. The firm is currently investing their 7th committed fund and seeks to invest in the manufacturing, distribution, industrial services, and business services sectors. Website www.riverassociates.com Total Investments 104† Entity Types

PE/Buyout Financing Advisory

Also Known As

River Associates

Legal Name

River Associates Investments, LP

Investor Type

PE/Buyout

Investor Status

Actively Seeking New Investments

Year Founded

1989

AUM

$404.24M as of 09/30/21

Dry Powder

$45M

Active Portfolio

Investments (TTM)

7†

Exits

Med. Round Amount

n/a

Med. Valuation

n/a

# of Professionals

† Includes add-ons All investments are equity/add-on investments only

Contact Information Primary Contact

Primary Office

Mark Jones

633 Chestnut Street

Partner mjones@riverassociates.com Phone: +1 (423) 755-0888

Suite 1640 Chattanooga, TN 37450 United States Phone: +1 (423) 755-0888 Fax: +1 (423) 755-0870 info@riverassociates.com

Investment Preferences Preferred Investment Amount

$10M - $40M

Preferred Revenue

$15M - $100M

Preferred Company Valuation

$20M - $100M

Preferred Deal Size

$20M - $100M

Preferred EBITDA

$3M - $15M

Preferred Investment Horizon

3 - 8 years

Preferred Industries

Geographical Preferences

Preferred Deal Types

Preferred Verticals

Other Investment Preferences

Generalist Apparel and Accessories, Commercial Services, Consumer Durables, Distributors/Wholesale, Healthcare Devices and Supplies, Restaurants, Hotels and Leisure

Canada, Canada, United States, United States

Acquisition Financing, Add-on, Buyout/LBO, Management Buyout, Out of Business, PE Growth/Expansion, Recapitalization, Control, Secondary Buyout

Industrials, Manufacturing, Distribution, Business Services

Will syndicate

158

Route 2 Capital Partners | Investor Profile General Information Description Founded in 2017, Route 2 Capital Partners is a mezzanine investment firm with offices in Charleston and Greenville, SC Website

route2capital.com

Total Investments

Entity Types

Investor Mezzanine

Active Portfolio

Also Known As

R2CP

Investments (TTM)

Legal Name

Route 2 Capital Partners SBIC, L.P.

# of Professionals

Investor Types

Mezzanine (Primary Type) Growth/Expansion PE/Buyout

Investor Status

Actively Seeking New Investments

Year Founded

2017

AUM

$206.00M

Contact Information Primary Contact

Primary Office

Spalding White

200 Meeting Street

Founding Partner & Managing Partner swhite@route2capital.com Phone: +1 (470) 632-1554

Suite 403 Charleston, SC 29501 United States Phone: +1 (864) 484-9370 info@route2capital.com

Investment Preferences Preferred Investment Amount

$5M - $20M

Preferred EBITDA

$2M+

Preferred Industries

Geographical Preferences

Preferred Deal Types

Preferred Verticals

Other Investment Preferences

Commercial Services, Distributors/Wholesale, Healthcare

South Mid-Atlantic Midwest/Centrall

Buyout/LBO, Mezzanine, PE Growth/Expansion, Recapitalization

Manufacturing

Prefers minority stake, Will lead on a deal

159

RSM US | Accounting/Auditor Profile General Information Description Established in 1926, RSM US is an audit, tax, and consulting services firm based in Chicago, Illinois. The firm provides a variety of services for private and public real estate entities, brokerage and advisory firms, developers, owners, and investors. RSM serves clients in areas of financial advisory, risk advisory, technology consulting, management consulting, buy-side and sell-side due diligence, mergers and acquisitions, technical accounting consulting, and wealth management. The firm primarily caters to consumer products, energy, financial services, manufacturing, technology, healthcare, education, real estate, and life science sectors, among others. Website www.rsmus.com Year Founded 1926 Entity Types

Accounting/Auditor Private Company Acquirer

Also Known As

RSM

Formerly Known As

McGladrey, McGladrey & Pullen, RSM McGladrey

Legal Name

RSM US LLP

Service Provider Types

Accounting/Auditor (Primary Type) Financing Advisory Management Consultants

Employees

13000

Service Breakdown

Serviced Companies: 195 Serviced Deals: 137 Serviced Investors: 466 Serviced Funds: 898

Contact Information Primary Contact

Primary Office

Kristin Johnson

1 South Wacker Drive

Marketing Manager, Private Equity Services kristin.johnson@rsmus.com Phone: +1 (852) 259-8512

Suite 800 Chicago, IL 60606 United States Phone: +1 (312) 384-6000

Preferences Preferred Industries

Geographical Preferences

Preferred Deal Types

Preferred Verticals

Preferred Fund Types

Accounting, Audit and Tax Services (B2B), Alternative Energy Equipment, Apparel and Accessories, Automotive, Beverages, BPO/Outsource Services, Capital Markets/Institutions, Casinos and Gaming, Commercial Banks, Consulting Services (B2B), Consumer Durables, Cultivation, , Distributors/Wholesale (B2B & B2C), Education and Training Services (B2B), Electronic Components, Electronic Equipment and Instruments, Food Products, Government, Healthcare Services, Holding Companies, Hotels and Resorts, Household Products, Industrial Supplies and Parts, Insurance, Internet Retail, Machinery (B2B), Media and Information Services (B2B), Medical Supplies, Metals, Minerals and Mining, Movies, Music and Entertainment, Oil and Gas Equipment, Other Agriculture, Other Commercial Products, Other Commercial Services, Other Communications and Networking, Other Devices and Supplies, Other Financial Services, Personal Products, Pharmaceuticals and Biotechnology, Printing Services (B2B), Publishing, Real Estate Investment Trusts (REITs), Real Estate Services (B2C), Restaurants and Bars, Security Services (B2B), Semiconductors, Software, Specialized Finance, Specialty Retail, Telecommunications Service Providers, Textiles,

United States

Acquisition Financing, Bankruptcy: Admin/Reorg, Bankruptcy: Liquidation, Buyout/LBO, Carveout, Corporate, Corporate Divestiture, Early Stage VC, Grant, IPO, Joint Venture, Later Stage VC, Merger/Acquisition, PE Growth/Expansion, Public Investment 2nd Offering, Secondary Transaction - Open Market, Spin-Off

AdTech, AgTech, Big Data, CleanTech, Cryptocurrency/Blockchain, Cybersecurity, ECommerce, FinTech, HealthTech, HR Tech, Industrials, Infrastructure, Life Sciences, Manufacturing, Mobile, Mobility Tech, Oil & Gas, Real Estate Technology, Robotics and Drones, SaaS, Supply Chain Tech, TMT

Growth/Expansion

160

Salem Investment Partners | Investor Profile General Information Description Founded in 1999, Salem Investment Partners is a mezzanine investment firm with offices in Greensboro, NC and Charlotte, NC. Salem provides subordinated debt and equity investments in business services, light manufacturing, healthcare services, consumer products, technology, and wholesale distribution sectors. Website

www.salemip.com

Total Investments

140†

Entity Types

Investor Mezzanine

Active Portfolio

Investments (TTM)

Exits

Med. Round Amount

$8.00M

Med. Valuation

$8.00M

# of Professionals

Also Known As

Salem

Legal Name

Salem Investment Partners, LP

Investor Types

Mezzanine (Primary Type) Lender/Debt Provider Growth/Expansion PE/Buyout SBIC

Investor Status

Actively Seeking New Investments

Year Founded

1999

AUM

$390M

Dry Powder

$105M

† Includes add-ons All investments are equity/add-on investments only

Contact Information Primary Contact

Primary Office

Kevin Jessup

7900 Triad Center Drive

Partner kjessup@salemip.com Phone: +1 (336) 245-4747

Suite 333 Greensboro, NC 27409 United States Phone: +1 (336) 245-4747

Investment Preferences Preferred Investment Amount

$3M - $12M

Preferred Revenue

$10M

Preferred EBITDA

$1M - $6M

Preferred Industries

Geographical Preferences

Preferred Deal Types

Preferred Verticals

Other Investment Preferences

Commercial Services, Consumer Durables, Consumer Non-Durables, Distributors/Wholesale, Distributors/Wholesale (B2C), Healthcare Services, Other Business Products and Services, Other Commercial Products, Other Communications and Networking, Other Consumer Products and Services, Other Healthcare, Other Retail

Mid Atlantic, Southeast, Midwest

Add-on, Buyout/LBO, Debt - General, Management Buyout, Mezzanine, PE Growth/Expansion, Recapitalization, Subordinated Debt

Industrials, Manufacturing

Prefers majority stake, Prefers minority stake, Will syndicate

161

SAP impact to Private Equity in the Midmarket SAP understands the value of Private equity in the midmarket and has created a team focused on serving the needs for PE firms and their portcos. The SAP M&A Ambassador Program was built in partnership with ACG. In order to effectively inform, enable and engage we have built a consortium across SAP and select SAP Partners to amplify the brand and solution capabilities to drive middle

M Midmarket Strategic Innovations

E ABL EN

INFO R

market growth.

Orchestration of Strategic Routes to Market

E N G AG E

INFORM

ENABLE

•

External Ambassadors to PE Firms, Selection and Advisory Firms

•

Provide industry, intent and install base data to PE Firms

•

Insight to current and future opportunities across Firms

•

Provide product and industry expertise

ENGAGE •

Orchestrate relationships with PE Firms and Midmarket Companies

SAP & Private Equity approach to strategic partnership Focus to maximize investment of their portfolio companies within 2-5 year time horizon. Leverage technology and assets for greater financial performance and shareholder value through:

INDUSTRY BEST PRACTICES

PORTCO INTENT

PORTCO SAP INSTALL BASE

RELATIONSHIP CAPITAL PRE CLOSE • Due Diligence • Requirements and Cost Estimates • Industry and Product Expertise • TSA Right-Sizing

100 DAY PLAN • Rapid carve outs and Stand Up Services • IT strategy, Blueprint and Roadmap • Value Creation Benchmarking • ROI Analysis

HOLDING

EXIT

• Cross-Portco Optimization

• IPO and Exit Readiness

• Education and Training

• Contract Compliance Assistance

• SAP Partner Introduction

• SAP Strategic Alliance

• Relationship Capital through SAP Customer Network

• ROI Review

Value to Private Equity

Relationship Capital

Collaboration on co-innovation and partnership

162

Dedicated team inside SAP and the SAP ecosystem

De-risked acquisitions due to technology disruption

Executive Alignment

Visibility into spend across the portfolio

Increased operational efficiency

Sapling Financial Consultants | Private Company Profile General Information Description Sapling Financial Consultants is a boutique consultancy specializing in financial modelling and data analytics services for mid-market businesses, private equity firms, and scale-ups. Whether you’re a business owner, a company executive, or a private equity sponsor we empower you to make financial decisions with clarity and confidence through the use of professional financial models and data analytics dashboards/tools tailored to your business. We work closely with private equity firms to assist in value creation at the portfolio company level. We assist GPs with mission-critical projects in the post-close process, working on key Finance projects, covering data analytics, custom-tool development, and automation of repetitive tasks. . Entity Type Private Company Website

www.saplingfinancial.com

Also Known As

Sapling

Legal Name

Sapling Financial Consultants Inc.

Business Status

Generating Revenue

Ownership Status

Privately Held (no backing)

Financing Status

Corporation

Year Founded

2015

Universe

Other Private Companies

Industries, Verticals & Keywords Industries

Keywords

Private Equity, Mid-Market, Electricity Developers, Entrepreneurs, Forensic Accounting

Business Planning, Financial Modeling, Data Analytics, Automations, Operating Tools, Due Diligence, KPI Reporting, Power BI

Contact Information Primary Contact

Primary Office

Rob Hong

290 Caldari Road

Co-Founder and Chief Executive Officer rob@saplingfinancial.com Phone: +1 (416) 625-2633

Mailbox 207 Vaughan, Ontario L4K 4J4 Canada Phone: +1 (416) 625-2633 info@saplingfinancial.com

163

SCG Partners | PE/Buyout Profile General Information Description SCG Partners is a private investment firm that seeks to invests in strong middle-market business-to-business service companies that can serve as platforms for national expansion. SCG Partners leverages the financial strength and operating expertise of its affiliated company Safeguard Properties, an industry leader in field services. SCG Partners is focused on investing in companies involved in the landscaping, lawncare, golf course grounds maintenance, facilities maintenance, real estate/property service, HVAC/plumbing, insurance underwriting inspection services, and disaster recovery and reconstruction sectors. Website www.scgp.com Total Investments 8† Entity Type

PE/Buyout/Family Office

Active Portfolio

Also Known As

Safeguard Capital Group

Investments (TTM)

Legal Name

SCG Partners LLC

Exits

Investor Types

PE/Buyout (Primary Type) Growth/Expansion Real Estate

# of Professionals

Investor Status

Actively Seeking New Investments

Year Founded

2014

† Includes add-ons All investments are equity/add-on investments only

Contact Information Primary Contact

Primary Office

Jonathan Ives

7887 Hub Parkway

Managing Director jonathan.ives@scgp.com Phone: +1 (216) 633-0616

Valley View, OH 44125 United States Phone: +1 (216) 633-0616

Investment Preferences Preferred Investment Amount

$1.5M - $100M

Preferred Revenue

$10M - $200M

Preferred Deal Size

$5M - $200M

Preferred EBITDA

$1.5M - $20M

Preferred Industries

Geographical Preferences

Preferred Deal Types

Preferred Verticals

Other Investment Preferences

BPO/Outsource Services, Buildings and Property, Construction and Engineering, Consulting Services (B2B), Environmental Services (B2B), Government, IT Services, Other Business Products and Services, Other Commercial Services, Other Consumer Products and Services, Other Financial Services, Other Insurance, Other Services (B2C Non-Financial), Real Estate Services (B2C), Security Services (B2B)

North America, United States

Buyout/LBO, Corporate Divestiture, Management Buyout, PE Growth/Expansion, Recapitalization

InsurTech, Real Estate Technology

Prefers majority stake, Will syndicate

164

Shoreline Equity Partners | PE/Buyout Profile General Information Description Founded in 2019, Shoreline Equity Partners is a private equity firm based in Ponte Vedra Beach, Florida. The firm prefers to invest in companies operating in the distribution, services, and manufacturing sectors. Website

www.shorelineequitypartners.com

Total Investments

11†

Entity Type

PE/Buyout

Active Portfolio

Also Known As

Shoreline

Investments (TTM)

6†

Legal Name

Shoreline Equity Partners, LLC

# of Professionals

Investor Type

PE/Buyout

Investor Status

Actively Seeking New Investments

Year Founded

2019

AUM

$300.00M

† Includes add-ons All investments are equity/add-on investments only

Contact Information Primary Contact

Primary Office

Michael Hand

135 Professional Drive

Co-Founder & Managing Partner hand@shorelineequitypartners.com Phone: +1 (904) 222-6541

Suite 104 Ponte Vedra Beach, FL 32082 United States Phone: +1 (904) 222-6540

Investment Preferences Preferred Deal Size

$25M - $250M

Preferred EBITDA

$3M - $25M

Preferred Industries

Geographical Preferences

Preferred Deal Types

Preferred Verticals

Other Investment Preferences

Commercial Transportation, Communications and Networking, Computer Hardware, Consumer Products and Services (B2C), Distributors/Wholesale, Industrial Supplies and Parts, IT Services, Other Business Products and Services, Other Information Technology, Semiconductors, Software

Southeast

Buyout/LBO, Corporate Divestiture, PE Growth/Expansion, Recapitalization

Advanced Manufacturing, Industrials, Manufacturing

Prefers majority stake, Prefers minority stake

165

Silver Oak Services Partners | PE/Buyout Profile General Information Description Founded in 2005, Silver Oak Services Partners is a lower-middle market private equity firm based in Evanston, Illinois. The firm seeks to invest in business services, healthcare services, and consumer services sectors. Silver Oak utilizes a proactive, researchled investment process to identify attractive service sectors and seek out the best potential management teams and investment opportunities. The firm seeks to make control investments in leading service businesses with $15 to $150 million in revenue. The firm is currently investing out of its fourth fund, a $500 million investment vehicle. Website

www.silveroaksp.com

Total Investments

127†

Entity Types

PE/Buyout

Active Portfolio

Also Known As

Silver Oak

Investments (TTM)

8†

Legal Name

Silver Oak Services Partners, LLC

Exits

Investor Type

PE/Buyout (Primary Type) Growth/Expansion

# of Professionals

Investor Status

Actively Seeking New Investments

Year Founded

2005

AUM

$1.10B

Dry Powder

$417.58M

† Includes add-ons All investments are equity/add-on investments only

Contact Information Primary Contact

Primary Office

Kelsey Lozier

1560 Sherman Avenue

Vice President, Business Development lozier@silveroaksp.com Phone: +1 (847) 332-0421

Suite 1200 Evanston, IL 60201 United States Phone: +1 (847) 332-0400 Fax: +1 (847) 492-1717 info@silveroaksp.com

Investment Preferences Preferred Investment Amount

$10M - $75M

Preferred Revenue

$15M - $200M

Preferred EBITDA

$4M - $25M

Preferred Investment Horizon

3 - 6 years

Preferred Industries

Geographical Preferences

Preferred Deal Types

Other Investment Preferences

Accounting, Audit and Tax Services (B2B), Construction and Engineering, Consulting Services (B2B), Distributors (Healthcare), Education and Training Services (B2B), Educational and Training Services (B2C), Environmental Services (B2B), Healthcare Devices and Supplies, Human Capital Services, Insurance, IT Services, Logistics, Media and Information Services (B2B), Other Business Products and Services, Other Commercial Services, Other Consumer Durables, Other Consumer Products and Services, Other Healthcare, Other Healthcare Services, Other Information Technology, Hotels and Leisure, Other Services (B2C Non-Financial), Other Transportation, Practice Management (Healthcare)

United States

Add-on, Buyout/LBO, PE Growth/Expansion, Recapitalization

Prefers majority stake, Will lead on a deal, Will syndicate

166

Smith Gambrell Russell | Law Firm Profile General Information Description Established in 1893, Smith Gambrell Russell LLP is a full-service law firm based in Atlanta, Georgia. The Firm provides a wide array of services in the areas of private equity, venture capital, mergers and acquisitions, real estate leasing, securities enforcement and litigation, strategic alliances, and joint ventures. SGR also provides services in the areas of bankruptcy, antitrust and trade regulation, intellectual property litigation, medical malpractice defense, and construction law. The firm caters to the financial services, healthcare/life sciences, environmental, energy, manufacturing, transportation, real estate, insurance, and information technology sectors. Website

www.sgrlaw.com

Entity Types

Law Firm Private Company Acquirer

Also Known As

SGR or Smith Gambrell

Legal Name

Smith Gambrell Russell LLP

Service Provider Type

Law Firm

Year Founded

1893

Contact Information Primary Contact

Primary Office

Everett “Rett” PeadenPartner rpeaden@sgrlaw.com Phone: +1 (404) 815-3712

1105 W Peachtree St NW, Suite 1000 Atlanta, GA 30309 United States Phone: +1 (404) 815-3500 Fax: +1 (404) 815-3509

Preferences Preferred Industries

Geographical Preferences

Preferred Deal Types

Preferred Verticals

Commercial Transportation, Construction (Non-Wood), Construction and Engineering, Energy, Environmental Services (B2B), Financial Services, Government, Healthcare, Information Technology, Leisure Facilities, Movies, Music and Entertainment, Printing Services (B2B), Real Estate Services (B2C), Recreational Goods, Transportation

Asia, France, Germany, Israel, Italy, South America, United Kingdom, United States

Angel (individual), Asset Divestiture (Corporate), Bankruptcy: Admin/Reorg, Bankruptcy: Liquidation, Bonds, Buyout/LBO, Corporate Asset Purchase, Corporate Divestiture, Debt - General, Early Stage VC, IPO, Joint Venture, Later Stage VC, Management Buyout, Merger/Acquisition, PE Growth/Expansion, Recapitalization, Reverse Merger, Seed Round

Cybersecurity, Manufacturing

167

Sole Source Capital | PE/Buyout Profile General Information Description

Founded in 2016, Sole Source Capital is a private equity firm that thematically invests in fragmented, high-growth industrial subsectors. Sole Source seeks founder-owned businesses or corporate carve-outs that will benefit from the team’s operating and M&A capabilities. The Firm has a strong operating heritage that enables it to execute a buy and build strategy with significant downside protection. The Firm is headquartered in Dallas, Texas with an additional office in Santa Monica, California. Website

www.solesourcecapital.com

Total Investments

28†

Entity Type

PE/Buyout

Active Portfolio

Also Known As

SSC, Sole Source

Investments (TTM)

9†

Legal Name

Sole Source Capital LLC

Exits

Investor Type

PE/Buyout

$1.90M

Investor Status

Actively Seeking New Investments

Med. Round Amount

Year Founded

2016

Med. Valuation

$1.90M

AUM

$1B

# of Professionals

Dry Powder

$542.05M

Trade Association

Principles for Responsible Investment (PRI)

† Includes add-ons All investments are equity/add-on investments only

Contact Information Primary Contact

Primary Office

Sumil Menon

4143 Maple Avenue

Managing Director, Head of Investor Relations smenon@solesourcecapital.com Phone: +1 (949) 370-5813

Suite 240 Dallas, TX 75219 United States Phone: +1 (310) 929-2450

Investment Preferences Preferred Investment Amount

$20M - $200M

Preferred Revenue

$50M

Preferred Deal Size

$25M - $200M

Preferred EBITDA

$3M - $20M

Preferred Industries

Geographical Preferences

Preferred Deal Types

Preferred Verticals

Other Investment Preferences

Commercial Services, Containers and Packaging, Distributors/Wholesale, Industrial Supplies and Parts

Canada, North America

Buyout/LBO, Carveout, Corporate Divestiture, Recapitalization

Advanced Manufacturing, Industrials, Manufacturing, Supply Chain Tech

Seeks distressed investments, Seeks ESG investments, Will syndicate

168

General Information Description •

SourceScrub is the world's leading data service for firms looking to research, find and connect with privately held companies. Our Private Company Intelligence platform allows deal teams to take a data-driven approach in a traditionally opaque segment of the market. We combine state-of-the-art technology with an unmatched QA process resulting in the freshest and most accurate data set available.

Year Founded •

2015

Industries, Verticals & Keywords Keywords data-driven dealmaking buyside software corporate development software deal origination platform deal sourcing platforms m&a deal sourcing platform middle market m&a firms private company database private equity deal sourcing platform Add-on acquisitions private company financial database private company intelligence private market intelligence bootstrapped companies

Contact Information Primary Contact Tyler Fair Co-Founder, Co-Owner & President tfair@sourcescrub.com

169

Source Capital | Senior / Unitranche Profile General Information Description Source Capital is a private investment firm focused on providing flexible equity and debt capital to lower middle-market companies across a range of industries through a bifurcated strategy of (i) control buyouts / minority equity investments and (ii) senior / unitranche debt investments with meaningful equity co-investments. Source Capital’s investment strategy targets growing companies with greater than $2 million in EBITDA seeking a growth-oriented partner. Since its founding in 2002, Source Capital has made 23 equity platform investments, 43 add-on acquisitions and 37 debt investments through four separate funds. Website

www.source-cap.com

Year Founded

2002

Entity Types

Senior / Unitranche PE/Buyout

Employees

Legal Name

Source Capital, LLC

Service Breakdown

Service Provider Type

Senior / Unitranche (Primary Type) Lender

Equity Investments Closed: 23 platforms / 43 add-ons Debt Investments Closed: 37 Debt Funds Since Inception: 4

Contact Information Primary Contact

Primary Office

Joe Rodgers

One Buckhead Plaza 3060 Peachtree Road

Managing Director

Suite 1830

joerodgers@source-cap.com Phone: +1 (404) 844-5384

Atlanta, GA 30305 United States Phone: +1 (404) 249-8315 Fax: +1 (404) 809-2969

Preferences Transaction Amount $4.00M - $15.00M Preferred Industries

Geographical Preferences

Preferred Deal Types

Preferred Verticals

Preferred Fund Types

Aerospace and Defense, Alternative Energy Equipment, Automotive, BPO/Outsource Services, Building Products, Business/Productivity Software, Cable Service Providers, Clinics/Outpatient Services, Clothing, Connectivity Products, Construction and Engineering, Consulting Services (B2B), Distributors/Wholesale, Education and Training Services (B2B), Environmental Services (B2B), Food Products, Footwear, Holding Companies, Hospitals/Inpatient Services, Human Capital Services, Industrial Supplies and Parts, IT Services, Laboratory Services (Healthcare), Leisure Facilities, Logistics, Machinery (B2B), Media and Information Services (B2B), Medical Supplies, Oil and Gas Equipment, Other Apparel, Other Chemicals and Gases, Other Commercial Products, Other Commercial Services, Other Communications and Networking, Other Consumer NonDurables, Other Energy Services, Other Equipment, Other Healthcare Services, Other Services (B2C Non-Financial), Other Textiles, Other Transportation, Other Transportation, Personal Products, Practice Management (Healthcare), Recreational Goods, Specialty Retail, Synthetic Textiles, Telecommunications Service Providers, Therapeutic Devices

United States, & selectively in Canada

Senior, unitranche, and 2nd lien debt, Equity coinvestments

Business / Industrial Services, Niche Manufacturing, Healthcare Services, Multi-site Healthcare, Consumer Products & Services, Technology Services, Transportation & Logistics, B2B E-commerce,

Debt General, Senior / Unitranche

Managementbacked leveraged buyouts, recapitalizations, independent sponsor transactions, growth capital, add-on acquisitions, buy and build platforms, refinancings

170

Star Mountain Capital | Lender/Debt Provider Profile General Information Description Star Mountain is a specialized U.S. lower middle-market investment firm with approximately $2.5 billion AUM, focused on valueadded direct lending and equity investing, as well as purchasing limited partner interests and making secondary investments. Star Mountain defines its marketplace as the segment of lower middle-market companies that generally have between $3 and $30 million of annual EBITDA and $20 to $300 million of annual revenue. Website

www.starmountaincapital.com

Total Investments

137

Entity Types

Lender/Debt Provider Private Company Lender

Active Portfolio

Investments (TTM)

Exits

Also Known As

Star Mountain

Med. Round Amount

$25.00M

Legal Name

Star Mountain Fund Management, LLC

Med. Valuation

$55.00M

Investor Type

Lender/Debt Provider

Investor Status

Actively Seeking New Investments

Year Founded

2010

AUM

$2.5B

Dry Powder

$725M

† Includes add-ons All investments are equity/add-on investments only

Contact Information Primary Contact

Primary Office

John McCarty

2 Grand Central Tower

Managing Director & Investment Committee Member John.mccarty@starmountaincapital.com Phone: +1 (678) 362-6550

140 East 45th Street, 37th Floor New York, NY 10017 United States Phone: +1 (212) 810-9044 info@starmountaincapital.com

Investment Preferences Preferred Investment Amount

$15M - $75M

Preferred Revenue

$20M - $300M

Preferred EBITDA

$3M - $30M

Preferred Industries

Geographical Preferences

Preferred Verticals

Business Services, Software, Distribution, Technology Services, Manufacturing

United States

Industrials, Healthcare, Technology and B2B Services, Transportation

171

StempleCrites | Financing Advisory Profile General Information Description StempleCrites is a boutique financial advisory firm specializes in the valuation of personal property. StempleCrites offers customized valuation and consulting services related to mergers and acquisitions, asset-based lending, tax, and litigation support with experience across all industries verticals. Additionally, StempleCrites provides insurable values services which allows clients to report accurate insurable values for appropriate coverage buying decisions. The firm was founded in 2017 StempleCrites has offices in Atlanta and Chicago servicing clients and assets globally. Website

www.stemplecrites.com

Entity Type

Financing Advisory

Also Known As

Legal Name

StempleCrites, LLC

Service Provider Type

Valuation Services

Year Founded

2017

Contact Information Primary Contact

Primary Office

Jeff Stemple

1440 Dutch Valley Place Northeast

Co-Founder, President & Chief Financial Officer jeff.stemple@stemplecrites.com Phone: +1 (404) 519-2993

Suite 620 Atlanta, GA 30324 United States Phone: +1 (404) 513-8990 info@stemplecrites.com

Preferences Preferred Industries

Geographical Preferences

Preferred Deal Types

Preferred Verticals

Aerospace and Defense, Beverages, Building Products, Chemicals and Gases, Communications and Networking, Computer Hardware, Food Products, Gas Utilities, Hotels and Resorts, Industrial Supplies and Parts, Leisure Facilities, Luxury Goods, Marine, Marine, Metals, Minerals and Mining, Pharmaceuticals, Rail, Rail, Semiconductors

United States

Merger/Acquisition

Infrastructure, Manufacturing

172

Strategy Partners Group | Management Consulting Profile General Information Description Strategy Partners Group is a one-stop consulting firm focused on increasing middle market deal closure rates and maximizing the speed and quality of post-acquisition integration. Our multi-disciplined network of seasoned senior executive and partner company consultants provide support to equity firms, investment banks and companies through the pre-deal, deal, and post-acquisition integration phases, and across multiple business disciplines and multiple industries driving strategic value. Website

www.strategypg.com

Year Founded

2019

Entity Types

Consulting

Employees

Also Known As Legal Name

Strategy Partners Group LLC

Service Provider Types

Management Consultants

Contact Information Primary Contact

Primary Office

Kirk Robbins

148 Eagles Ridge

Founding Partner krobbins@strategypg.com Phone: (404) 402-0072

Milton, GA 30004 United States

Preferences Preferred Industries • • • • • •

Financial Services Healthcare Manufacturing Technology Government Contracting Commercial Real Estate

Geographical Preferences

Preferred Deal Types

United States

• Acquisition target company preparation • Pre-acquisition planning • Due diligence support • Deal support • Post-acquisition integration planning and execution

Preferred Verticals

173

TAB Bank | Commercial Bank Profile General Information Description TAB Bank is a commercial banking institution established in 1998 and headquartered in Ogden, Utah. The bank's services include business and personal savings and checking accounts, treasury management, equipment financing, accounts receivables financing, asset-based loans, lines of credit, and factoring services among others. TAB Bank Holdings is the holding company of TAB Bank. Website

www.tabbank.com

Year Founded

1998

Entity Types

Commercial Bank Lender/Debt Provider

Service Breakdown

Serviced Companies: 110 Serviced Deals: 114

Also Known As

TAB

Legal Name

Transportation Alliance Bank, Inc.

Service Provider Type

Commercial Bank

Contact Information Primary Contact

Primary Office

Justin Hatch

4185 Harrison Boulevard

Senior Vice President justin.hatch@tabbank.com Phone: +1 (801) 317-7218

Ogden, UT 84403 United States Phone: +1 (800) 355-3063 Fax: +1 (801) 624-5304 info@tabbank.com

Preferences Transaction Amount $10.00M Preferred Industries

Geographical Preferences

Preferred Deal Types

Preferred Verticals

Consulting Services (B2B), Distributors/Wholesale, Government, Human Capital Services, IT Consulting and Outsourcing, Other Commercial Banks, Other Commercial Products, Other Transportation, Transportation

United States

Acquisition Financing, Corporate Asset Purchase, Debt - General, Debt Refinancing, Loan, Revolving Credit Line, Senior Debt, Secured

FinTech, Infrastructure, Manufacturing, Oil & Gas

174

Tecum Capital | PE/Buyout Profile General Information Description Tecum Capital is a Pittsburgh, Pennsylvania based investment firm deploying private capital in lower middle market companies. Tecum provides mezzanine debt and equity investments in growth-oriented middle market companies across the broader high-value manufacturing, value-added distribution, and business services sectors, with a focus on opportunities that demonstrate strong longterm industry fundamentals, differentiated products or services, and identifiable secular growth tailwinds. Tecum partners with independent sponsors, family offices, committed funds, business owners seeking succession plans, and management teams to create shared success. Website www.tecum.com Total Investments 117 Entity Types

PE/Buyout Lender

Also Known As

Tecum

Formerly Known As

F.N.B. Capital Partners

Legal Name

Tecum Capital Partners, L.P.

Spun Out Of

First National Bank

Investor Types

PE/Buyout (Primary Type) Growth/Expansion Mezzanine

Investor Status

Actively Seeking New Investments

Year Founded

2006

AUM

$750.00M

Dry Powder

$339.98M

Active Portfolio

Investments (TTM)

Exits

Med. Round Amount

$10M

Med. Valuation

$35M

# of Professionals

† Includes add-ons All investments are equity/add-on investments only

Contact Information Primary Contact

Primary Office

Stephen Gurgovits Jr.

8000 Brooktree Road

Co-Founder, Managing Partner & Investment Committee. Member sgurgovits@tecum.com Phone: +1 (724) 602-4401

Suite 310 Wexford, PA 15090 United States Phone: +1 (724) 602-4399 Fax: +1 (412) 945-5905

Investment Preferences Preferred Investment Amount

$5M - $20M

Preferred Revenue

$10M - $100M

Preferred EBITDA

$3M - $10M

Preferred Industries

Geographical Preferences

Preferred Deal Types

Preferred Verticals

Other Investment Preferences

Beverages, Commercial Transportation, Distributors/Wholesale, Electrical Equipment, Food Products, Healthcare, Household Products, Industrial Supplies and Parts, Information Technology, Logistics

Great Lakes, Midwest, Southeast, Southwest, Northeast, Rocky Mountains

Acquisition Financing, Buyout/LBO, Corporate Divestiture, Management Buyout, Mezzanine, PE Growth/Expansion Family Wealth Transfers Minority Recaps

Manufacturing Value-Added Distribution Business Services

Prefers majority stake, Will syndicate

175

Tenex Capital Management | PE/Buyout Profile General Information Description Founded in 1999, Tenex Capital Management is a private equity investment firm based in New York, New York. The firm prefers to invest in the commercial services, retail, energy, healthcare and information technology sectors. Website

www.tenexcm.com

Total Investments

90†

Entity Type

PE/Buyout

Active Portfolio

Also Known As

Tenex

Investments (TTM)

8†

Legal Name

Tenex Capital Management L.P.

Exits

Investor Type

PE/Buyout (Primary Type) Growth/Expansion

Med. Round Amount

$31.00M

Investor Status

Actively Seeking New Investments

Med. Valuation

$24.50M

Year Founded

1999

# of Professionals

AUM

$2.42B

Dry Powder

$1.33B

† Includes add-ons All investments are equity/add-on investments only

Contact Information Primary Contact

Primary Office

Stephens Johnson

60 East 42 Street

Director, Business Development & Investor Relations sjohnson@tenexcm.com Phone: +1 (212) 457-1138

Suite 5230 New York, NY 10165-0015 United States Phone: +1 (212) 457-1138 info@tenexcm.com

Investment Preferences Preferred Investment Amount

$100M

Preferred Revenue

$10M - $500M

Preferred Company Valuation

$5M - $500M

Preferred EBIT

$50M

Preferred EBITDA

$5M - $30M

Preferred Industries

Geographical Preferences

Preferred Deal Types

Preferred Verticals

Other Investment Preferences

Aerospace and Defense, Agriculture, Chemicals and Gases, Commercial Services, Construction (Non-Wood), Consumer Durables, Consumer NonDurables, Distributors/Wholesale (B2C), Energy Equipment, Energy Services, Healthcare Devices and Supplies, Healthcare Services, Media, Other Business Products and Services, Other Consumer Products and Services, Other Healthcare, Other Materials, Paper Containers and Packaging, Services (NonFinancial), Telecommunications Service Providers, Textiles, Transportation

Canada, United States

Acquisition Financing, Buyout/LBO, Carveout, PE Growth/Expansion, Public to Private

Industrials, Manufacturing

Long-Term Investor, Prefers majority stake, Prefers minority stake, Will syndicate

176

The Lenox Group | Investment Bank Profile General Information Description The Lenox Group is a full-service investment banking firm founded in 2003 and based in Atlanta, Georgia. The firm specializes in mergers and acquisitions advisory, fairness opinion, valuation, and capital raising advisory. Lenox focuses on the manufacturing, distribution, healthcare, and business services sectors. The firm works with entrepreneurs and family-owned businesses in the middle market. Website

www.lenoxgroupllc.com

Year Founded

2003

Entity Type

Investment Bank

Employees

Also Known As

Lenox

Service Breakdown

Legal Name

The Lenox Group, LLC

Service Provider Type

Investment Bank (Primary Type) Financing Advisory

Serviced Companies: 32 Serviced Deals: 32 Serviced Investors: 6

Contact Information Primary Contact

Primary Office

James Fite

3384 Peachtree Road NorthEast

Co-Founder & Managing Director jfite@lenoxgroupllc.com Phone: +1 (404) 419-1663

Suite 300 Atlanta, GA 30326 United States Phone: +1 (404) 419-1660 Fax: +1 (404) 419-1661 info@lenoxgroupllc.com

Preferences Enterprise Value $15.00M - $250.00M

Transaction Amount $35.00M

Preferred Industries

Geographical Preferences

Preferred Deal Types

Preferred Verticals

Asset Management, Beverages, BPO/Outsource Services, Building Products, Buildings and Property, Commercial Transportation, Construction and Engineering, Consulting Services (B2B), Consumer Durables, Diagnostic Equipment, Distributors/Wholesale, Education and Training Services (B2B), Elder and Disabled Care, Electrical Equipment, Food Products, Healthcare Technology Systems, Hospitals/Inpatient Services, Human Capital Services, Industrial Chemicals, Industrial Supplies and Parts, Investment Banks, IT Services, Logistics, Machinery (B2B), Managed Care, Medical Supplies, Metal Containers and Packaging, Metals, Minerals and Mining, Monitoring Equipment, Movies, Music and Entertainment, Paper Containers and Packaging, Pharmaceuticals, Plastic Containers and Packaging, Printing Services (B2B), Private Equity, Publishing, Restaurants and Bars, Retail, Software, Specialty Chemicals, Surgical Devices, Therapeutic Devices, Transportation

United States

Acquisition Financing, Add-on, Buyout/LBO, Corporate Divestiture, Debt General, Debt Refinancing, Early Stage VC, Later Stage VC, Management Buyout, Merger/Acquisition, Mezzanine, PE Growth/Expansion, PIPE, Recapitalization, Senior Debt, Subordinated Debt

CleanTech, EdTech, HealthTech, Infrastructure, Internet of Things, Life Sciences, Manufacturing, SaaS

177

The Sterling Group | PE/Buyout Profile General Information Description Established in 1982, The Sterling Group is a private equity firm based in Houston, Texas. The firm seeks to invest in the manufacturing, distribution and industrial service sectors. Website www.sterling-group.com Total Investments 184† Entity Types

PE/Buyout Lender

Also Known As

Sterling

Legal Name

The Sterling Group, L.P.

Investor Type

PE/Buyout (Primary Type) Growth/Expansion

Investor Status

Actively Seeking New Investments

Year Founded

1982

AUM

$5.70B

Dry Powder

$2.20B

Active Portfolio

Investments (TTM)

21†

Exits

Med. Round Amount

$150.00M

Med. Valuation

$150.00M

# of Professionals

† Includes add-ons All investments are equity/add-on investments only

Contact Information Primary Contact

Primary Office

James Apple III

Nine Greenway Plaza

Managing Director japple@sterling-group.com Phone: +1 (713) 341-5710

Suite 2400 Houston, TX 77046 United States Phone: +1 (713) 877-8257 Fax: +1 (713) 877-1824 inquiries@sterling-group.com

Investment Preferences Preferred Investment Amount

$60M - $120M

Preferred Company Valuation

$100M - $750M

Preferred Deal Size

$100M

Preferred EBITDA

$15M

Preferred Industries

Geographical Preferences

Preferred Deal Types

Preferred Verticals

Other Investment Preferences

Agriculture, Chemicals and Gases, Commercial Services, Construction (Non-Wood), Consumer Non-Durables, Containers and Packaging, Distributors/Wholesale, Industrial Supplies and Parts, Services (NonFinancial), Textiles

Canada, United States

Acquisition Financing, Buyout/LBO, Carveout, Debt - General, Junior Debt, Mezzanine, PE Growth/Expansion, Recapitalization, Second Lien

EdTech, FoodTech, Industrials, Manufacturing

Prefers majority stake, Will lead on a deal, Will syndicate

178

Third Century Management | PE/Buyout Profile General Information Description Third Century Management is a private equity firm that prefers to invest in IT Services, Diversified Business Services, Energy and Industrial Services. The firm was established in 2011 and is based in Atlanta, Georgia. Website

www.thirdcentury.com

Total Investments

7†

Entity Type

PE/Buyout

Also Known As

Third Century

Active Portfolio

Legal Name

Third Century Management, LLC

Exits

Investor Type

PE/Buyout

# of Professionals

Investor Status

Actively Seeking New Investments

Year Founded

2011

† Includes add-ons All investments are equity/add-on investments only

Contact Information Primary Contact

Primary Office

Preston Moister

Peachtree Palisades East

Founder & Managing Director pmoister@thirdcentury.com Phone: +1 (404) 825-3225

1819 Peachtree Road North East, Suite 575 Atlanta, GA 30309 United States Phone: +1 (404) 825-3225 info@thirdcentury.com

Investment Preferences Preferred Investment Amount

$2M - $10M

Preferred Revenue

$20M - $150M

Preferred EBITDA

$3M - $10M

Preferred Industries

Geographical Preferences

Preferred Deal Types

Preferred Verticals

Other Investment Preferences

IT Services Tech-enabled Business Services

United States Canada

Buyout/LBO, Corporate Divestiture, Management Buyout, PE Growth/Expansion, Recapitalization

Diversified

Long-Term Investor

179

TM Capital | Investment Bank Profile General Information Description Founded in 1989, TM Capital is a client-first investment banking team advising industry-leading companies across North America and around the world. In everything we do, our professionals share a relentless commitment to engineering extraordinary outcomes with an unmatched standard of client care. Over the last three decades, we have completed more than 400 transactions with a combined value in excess of $30 billion. With offices in Atlanta, Boston and New York, our mission critical capabilities include: complex mergers and acquisitions; debt and equity financings; minority and majority recapitalizations; restructurings; and board advisory services. TM Capital is also a member of Oaklins, the world’s most experienced mid-market M&A advisor, with over 850 professionals and dedicated industry teams in more than 45 countries, having closed 1,700 transactions in the past five years. For more information, please visit www.tmcapital.com. Website

www.tmcapital.com

Year Founded

1989

Entity Types

Investment Bank

Employees

Legal Name

TM Capital Corp.

Service Breakdown

Service Provider Types

Investment Bank (Primary Type)

Serviced Companies: 243 Serviced Deals: 251 Serviced Investors: 42

Contact Information Primary Contact

Primary Office

James Grien

1230 Peachtree Road NE

President & Chief Executive Officer jgrien@tmcapital.com Phone: +1 (404) 995-6235

Suite 550 Atlanta, GA 30309 United States Phone: +1 (404) 995-6230 info@tmcapital.com

Preferences Preferred Industries

Geographical Preferences

Preferred Deal Types

Preferred Verticals

Apparel and Accessories, Beverages, Business Products and Services (B2B), Chemicals, Communications and Networking, Computer Hardware, Containers and Packaging, Diagnostic Equipment, Discovery Tools (Healthcare), Food Products, Healthcare Services, Healthcare Technology Systems, Home Furnishings, Industrials, Medical Devices & Supplies, Other Consumer Products and Services, Other Other Healthcare, Other Information Technology, Other Pharmaceuticals and Biotechnology, Pharmaceuticals, Retail, Services (Non-Financial), Systems and Information Management, Textiles, Utilities

United States, Canda, Europe, Asia, South America

Mergers & Acquisitions, Addon, Buyout/LBO, Carveout, Corporate Divestiture, Debt General, Debt Refinancing, Joint Venture, Growth/Expansion, Public to Private, Recapitalization

Business Services Consumer Healthcare Industrial Specialty Chemicals

180

Tradecycle Capital | Trade Finance Company Profile General Information Description Tradecycle is a non-bank trade finance company that delivers unique working capital solutions structured as accounts payable finance. Utilizing its proprietary, user-friendly technology, Tradecycle funds the payables obligations of its clients while at the same time, extending the original payable term creating increased DPO, and improving cash-flow and revenue. Website

https://www.tradecyclecapital.com/

Year Founded

2016

Entity Type

Non-Bank Finance Company

Service Breakdown

Also Known As

Tradecycle

Formerly Known As

N/A

Serviced Companies: 52 Serviced Deals: 52 Serviced Investors: N/A Serviced Funds: N/A

Legal Name

Tradecycle Capital, LLC

Service Provider Type

Extended Terms on Accounts Payable for Trade Transactions

Contact Information Primary Contact

Primary Office

Justin Goheen

11216 Fall Creek Road,

CEO & Founder jgoheen@tradecyclecapital.com Phone: +1 (317) 294-0159

Suite 119, Indianapolis, IN 46256 United States Phone: +1 (317) 294-0159 sales@tradecyclecapital.com

Preferences Preferred Industries

Geographical Preferences

Preferred Deal Types

Preferred Verticals

Industry Agnostic

US and Canadian domiciled purchasing globally

Unsecured Trade Credit in conjunction with Senior Debt facilities and Private Equity

Industry Agnostic

181

Trinity Hunt Partners | PE/Buyout Profile General Information Description Founded in 1993, Trinity Hunt Partners is a growth-oriented private equity firm based in Dallas, Texas. It seeks to make investments in the majority and significant minority recapitalizations, buy-and-builds, management buyouts. The firm is focused on investing in the business, healthcare, and consumer services sectors. Website

www.trinityhunt.com

Total Investments

78†

Entity Type

PE/Buyout

Active Portfolio

Also Known As

Trinity Hunt

Investments (TTM)

24†

Legal Name

Trinity Hunt Partners, L.P.

Exits

Investor Type

PE/Buyout (Primary Type) Growth/Expansion

Med. Round Amount

$25.5M

Investor Status

Actively Seeking New Investments

Year Founded

1993

AUM

$1.2B Funds III - IV

Dry Powder

$350M in Fund IV

Med. Valuation # of Professionals

† Includes add-ons All investments are equity/add-on investments only

Contact Information Primary Contact

Primary Office

Scott Colvert

2001 Ross Avenue

Partner, Origination scolvert@trinityhunt.com Phone: (214) 777-6603

Suite 4250 Dallas, TX 75201 United States Phone: (214) 777-6600

Investment Preferences Preferred Equity Investment Amount

$15M - $50M

Preferred Revenue

$10M - $150M

Preferred Company Valuation

$10M - $150M

Preferred Deal Size

$15M - $150M

Preferred EBITDA

$2M - $20M

Preferred Investment Horizon

4 - 6 years

Preferred Industries

Geographical Preferences

Preferred Deal Types

Preferred Verticals

Other Investment Preferences

Business Services, Professional Services, Healthcare Services, Consumer Services

United States

Buy and Build, Growth/Expansion, Recapitalization

IT services, Engineering Services, Legal Services, Marketing Services, PPM, Restoration Services

Prefers majority stake

182

Troutman Pepper Hamilton Sanders | Law Firm Profile General Information Description Troutman Pepper practices in the areas of corporate, capital projects and infrastructure, cybersecurity, finance, intellectual property, real estate, litigation, and tax among others. The firm caters to automotive, cannabis, construction, energy, financial services, food and beverages, retail, technology, and others. Website

www.troutman.com

Year Founded

1890

Entity Types

Law Firm Private Company Acquirer

Employees

1557

Service Breakdown

Serviced Companies: 117 Serviced Deals: 115 Serviced Investors: 98

Also Known As

Troutman Pepper

Legal Name

Troutman Pepper Hamilton Sanders LLP

Service Provider Type

Law Firm

Contact Information Primary Office 600 Peachtree Street, North East Suite 3000 Atlanta, GA 30308 United States Phone: +1 (404) 885-3000 troutman.pepper@troutman.com

Preferences Preferred Industries

Geographical Preferences

Preferred Deal Types

Preferred Verticals

Accounting, Audit and Tax Services (B2B), Accounting, Audit and Tax Services (B2C), Air, Air, Alternative Energy Equipment, Application Software, Asset Management, Automation/Workflow Software, Automotive, Beverages, BPO/Outsource Services, Buildings and Property, Business/Productivity Software, Cable Service Providers, Commercial Banks, Commercial Products, Communication Software, Computer Hardware, Connectivity Products, Construction and Engineering, Consulting Services (B2B), Consumer Durables, Cultivation, Decision/Risk Analysis, Education and Training Services (B2B), Educational and Training Services (B2C), Educational Software, Electric Utilities, Energy Infrastructure, Energy Storage, Energy Transportation, Enterprise Systems (Healthcare), Entertainment Software, Environmental Services (B2B), Exploration, Production and Refining, Fiberoptic Equipment, Financial Software, Food Products, Gas Utilities, Gold Mining, Government, Healthcare Devices and Supplies, Healthcare Services, Hotels and Resorts, Human Capital Services, Industrial Chemicals, Insurance, Internet Service Providers, Investment Banks, IT Consulting and Outsourcing, Leisure Facilities, Logistics, Luxury Goods, Marine, Media, Media and Information Services (B2B), Multi-line Mining, Multi-Utilities, Multimedia and Design Software, Other Agriculture, Other Capital Markets/Institutions, Other Chemicals and Gases, Other Commercial Services, Other Communications and Networking, Other Consumer Non-Durables, Other Energy, Other Energy Services, Other Equipment, Other Financial Services, Other Forestry, Other Healthcare Technology Systems, Other Metals, Minerals and Mining, Other Services (B2C Non-Financial), Other Transportation, Other Transportation, Other Utilities, Paper/Soft Products, Personal Products, Pharmaceuticals and Biotechnology, Plastic Containers and Packaging, Precious Metals and Minerals Mining, Private Equity, Real Estate Services (B2C), Restaurants and Bars, Retail, Road, Security Services (B2B), Social/Platform Software, Specialty Chemicals, Synthetic Textiles, Systems and Information Management, Telecommunications Service Providers, Wireless Communications Equipment, Wood/Hard Products

United States

Accelerator/Incubator, Acquisition Financing, Add-on, Angel (individual), Asset Acquisition, Bankruptcy: Admin/Reorg, Bonds, Bridge, Buyout/LBO, Carveout, Corporate, Corporate Asset Purchase, Corporate Divestiture, Debt General, Debt - PPP, Debt Refinancing, Early Stage VC, IPO, Joint Venture, Later Stage VC, Loan, Management Buyout, Merger of Equals, Merger/Acquisition, Mezzanine, PE Growth/Expansion, PIPE, Public Investment 2nd Offering, Reverse Merger, Secondary Transaction - Open Market, Secondary Transaction - Private, Seed Round, Senior Debt, Spin-Off

3D Printing, AdTech, Advanced Manufacturing, AgTech, Artificial Intelligence & Machine Learning, Augmented Reality, B2B Payments, Big Data, Cannabis, CleanTech, Climate Tech, CloudTech & DevOps, Cryptocurrency/Blockchain, Cybersecurity, Digital Health, E-Commerce, EdTech, eSports, FinTech, FoodTech, Gaming, HealthTech, Industrials, Infrastructure, Internet of Things, Life Sciences, LOHAS & Wellness, Manufacturing, Marketing Tech, Mobile, Mobile Commerce, Mobility Tech, Nanotechnology, Oil & Gas, Oncology, Real Estate Technology, Robotics and Drones, SaaS, Space Technology, Supply Chain Tech, TMT, Virtual Reality, Wearables & Quantified Self

183

www.trusightllc.com Philadelphia | Chicago | Atlanta

BUYSIDE DEAL ORIGINATION Consistent access to quality deal ﬂow for sophisticated buyers. Retained Model

IB Coverage Model

• Curate and cultivate actionable “oﬀ-market” opportunities putting our clients in the driver seat for exclusive, proprietary deals

• Access to thousands of longer tail intermediaries; typically, the 80% of ﬁrms responsible for 20% or less of your deal ﬂow

• Tactful, discrete, conﬁdential, and persistent pursuit with key decision makers at targeted companies

• We manage external communication and deal vetting, ensuring your time is spent where it counts most • We track and report on metrics like audience, marketing statistics and response rates, allowing us to tweak messaging accordingly

Contingent Model • For ﬁrms with an interest in supplementing their deal coverage in the lower end of the middle market • We work with a relationship-driven network of over 2,700 lower middle market sell-side intermediaries and M&A advisors seeking the right partner for buyout, majority recapitalization, and growth investments

TRANSACTION PARAMETERS

ABOUT TRUSIGHT

Transaction Types: Buyout, Majority & Minority Recap, Growth Equity

TruSight, LLC has been offering outsourced corporate development and buyside deal origination services to a network of private equity firms, family offices, and high net worth investors across North America for over a decade.

Revenue: Min: $5 million, Max: $100 million EBITDA: Min: $1 million, Max: $20 million Location: United States & Canada

We partner with buyers and sellers that are seeking majority recapitalization or buyouts, growth equity, transaction financing, or the divestiture of non-core business units. Our team offers retained buyside acquisition search, contingent deal sourcing, and merchant banking services in the lower middle market, which we define as companies valued less than $100 million.

Even though our database is sizable, it’s tough to stay in front of them all, at the right time. -Managing Director, Multi-Billion Dollar PE Fund

No one can cover every relevant ﬁrm in this market, but TruSight helps us get signiﬁcantly closer.

All projects are led by senior management with a ﬁrm grasp on the demographics surrounding middle and lower middle market acquisitions and divestitures. AV E R AG E E B I T DA $4.2 MILLION 1

OF DEALS $0-2MM EBITDA

OF DEALS $2-6MM EBITDA

25%

50%

OF DEALS $6MM+ EBITDA

25%

-Managing Partner, Private Equity

SELECTED BUYSIDE TRANSACTION EXPERIENCE

Dan Mahoney Managing Director dan@trusightllc.com (215) 307-0467

184

Brian Steﬀens Managing Director brian@trusightllc.com (310) 266-5147

Joe Loreto Principal joe@trusightllc.com (856) 563-0909

Bryn Everson Principal bryn@trusightllc.com (701) 570-9201

United Community Bank (NAS: UCBI) | Commercial Bank Profile General Information Description United Community Banks, Inc. (NASDAQ: UCBI) is the financial holding company of United Community Bank, headquartered in Greenville, SC. United is one of the largest full-service financial institutions in the Southeast, with $20.9 billion in assets, and 171 offices in Florida, Georgia, North Carolina, South Carolina and Tennessee. United Community Bank, United’s wholly-owned bank subsidiary, specializes in personalized community banking services for individuals, small businesses and companies throughout its geographic footprint, including Florida under the brand Seaside Bank and Trust. Services include a full range of consumer and commercial banking products, including mortgage, advisory, treasury management, and wealth management. The corporate bank provides a wide range of corporate and commercial banking products including cash flow and asset-based lines of credit, term loans, real estate loans, advisory services, treasury management, cash management, deposit, investment, and interest rate derivative solutions. Website

www.ucbi.com

Year Founded

1950

Entity Types

Commercial Bank Public Company Acquirer

Employees

2440

Also Known As

UCBI, United

Formerly Known As

Union County Bank

Legal Name

United Community Banks, Inc.

Service Provider Type

Commercial Bank Lender

Contact Information Primary Contact

Primary Office

David L. Shelnutt

306 East North Street

Senior Vice President –Structured Finance david_shelnutt@ucbi.com Phone: +1 (864) 250-6097

Greenville, SC 29601 United States

Preferences Preferred Industries

Geographical Preferences

Preferred Deal Types

Preferred Verticals

General manufacturing Logistics and distribution IT Consulting and Outsourcing, Other Capital Other IT Services, Other Services (B2C Non-Financial), Private Equity, Real Estate Services (B2C)

Southeastern United States

Acquisition Financing, Buyout/LBO, Debt - General, Loan, Merger/Acquisition, Revolving Credit Lines, Secured Debt, Share Repurchase, Unsecured Debt

General

185

VRA Partners | Investment Bank Profile General Information Description Founded in 2006, VRA Partners is an Atlanta, Georgia-based independent investment banking firm that focuses on providing mergers and acquisitions services to middle-market companies and private equity firms. The firm also assists companies with raising capital for growth, acquisitions, recapitalization, going-private, management buy-outs, and provides strategic advisory services. VRA primarily caters to clients in the business services, consumer, healthcare, industrial, and technology sectors. Website

www.vrapartners.com

Year Founded

2006

Entity Type

Investment Bank

Employees

Also Known As

VRA

Service Breakdown

Formerly Known As

VRH Partners

Legal Name

VRA Partners, LLC

Serviced Companies: 158 Serviced Deals: 158 Serviced Investors: 16

Service Provider Type

Investment Bank

Contact Information Primary Contact

Primary Office

Doug McCartney

3630 Peachtree Road NE

Co-Founder & Managing Director dmccartney@vrapartners.com Phone: +1 (404) 835-1006

Suite 1000 Atlanta, GA 30326 United States Phone: +1 (404) 835-1000 Fax: +1 (404) 835-1001 info@vrapartners.com

Preferences Enterprise Value $25.00M - $500.00M

Transaction Amount $25.00M - $500.00M

Preferred Industries

Geographical Preferences

Preferred Deal Types

Preferred Verticals

Beverages, BPO/Outsource Services, Broadcasting, Radio and Television, Building Products, Distributors/Wholesale, Food Products, Human Capital Services, Internet Service Providers, Legal Services (B2B), Logistics, Media and Information Services (B2B), Publishing, Restaurants and Bars

United States

Buyout/LBO, Debt - General, Merger of Equals, Merger/Acquisition, Mezzanine, PE Growth/Expansion, PIPE

Manufacturing, Mobile, SaaS

186

VSS | PE/Structured Equity/Debt Profile General Information Description VSS is a private investment firm that invests in the business services, healthcare and education industries. Since 1987, VSS has completed 94 platform company investments and 400+ add-ons with lower middle-market companies. VSS works closely with management teams and provides flexible capital solutions (mezzanine capital, subordinated debt, preferred equity, common equity) to create growth. VSS has the ability to invest control or non-control capital, based on the company’s needs and objectives. Website

www.vss.com

Total Investments

Entity Types

PE/Structured Equity/Debt, PE/Buyout

~500 (94 platforms, 412 add-ons)

Active Portfolio

Formerly Known As

Veronis Suhler Stevenson

Investments (TTM)

51 (6 platforms, 45 add-ons)

Legal Name

VSS Capital Partners LLC

Exits

Investor Type

PE/Structured Equity/Debt PE/Buyout

Med. Round Amount

$18.00M (avg. Investment)

Investor Status

Actively Seeking New Investments

Med. Valuation

$80.00M (avg. Ent. Value at entry)

Year Founded

1981

# of Professionals

22 (13 Inv. professionals)

AUM

$1,024.17M†

Dry Powder

$400.00M

† Regulatory Assets Under Management as of 12/31/2021, adjusted for current VSS SC IV investor commitments. All investments are equity/add-on investments only

Contact Information Primary Contact

Primary Office

Jeffrey Stevenson

400 Park Avenue

Managing Partner stevensonj@vss.com Phone: +1 (212) 381-8122

17th Floor New York, NY 10022 United States Phone: +1 (212) 935-4990 Fax: +1 (212) 381-8168

Investment Preferences Preferred Investment Amount

$10M - $60M

Preferred Revenue

$10M - $100M

Preferred Company Valuation

$25M - $250M

Preferred Deal Size

$25M - $250M

Preferred EBITDA

$1M - $25M

Preferred Investment Horizon

3 - 5 years

Preferred Industries

Geographical Preferences

Preferred Deal Types

Preferred Verticals

Other Investment Preferences

Healthcare Services, Healthcare IT, Techenabled Business Services, IT Services, Human Capital Management, Information Solutions, Facility / Infrastructure Services, Education Services, Education Technology

North America

Growth Capital, Acquisitions and Add-Ons, Recapitalizations, Management Buyouts, Buyouts of Non-Active Partners, Shareholder Liquidity

Physician Practice Management, Behavioral Health, Fertility, ACO’s & Related Services, Telehealth, Value-Based Care, Population Health, Patient Engagement, MSP’s, IT Consulting, Cyber Security, Application Hosting, PEO’s, Employment Verification, Time & Attendance, Training & Employee Onboarding Solutions, Governance, Risk & Compliance, Financial Security & Risk Management, Architecture, Engineering & Construction, Testing & Inspection Services, Fire & Life Safety, Education Technology, Education Services

Long-Term Investor, Minority or majority stake, Will syndicate

187

Warren Averett | Accounting/Auditor Profile General Information Description Warren Averett is an accounting firm with offices in Alabama, Florida and Georgia. With almost 900 employees and 17 offices, they are a top 30 firm and a member of the BDO alliance. The services areas of the firm include transaction advisory (buy side and sell side), internal and external auditing, tax consulting, risk assurance, HR solutions, and staffing and recruiting. The firm caters to the manufacturing, distribution, healthcare, technology and consumer sectors. Website

www.warrenaverett.com

Year Founded

1972

Entity Types

Accounting/Auditor Private Company Acquirer

Employees

848

Service Breakdown

Serviced Companies: 13 Serviced Deals: 8 Serviced Investors: 1

Legal Name

Warren Averett, LLC

Service Provider Type

Accounting/Auditor (Primary Type) Financing Advisory

Contact Information Primary Contact

Primary Office

Mary Elliott

2500 Acton Road

Chief Executive Officer mary.elliott@warrenaverett.com Phone: +1 205-769-3237

Birmingham, AL 35243 United States Phone: +1 (205) 979-4100 Fax: +1 (205) 979-6313

Primary Transaction Advisory Contact Hanny Akl Member hanny.akl@warrenaverett.com Phone: +1 205-769-3306

Preferences Preferred Industries

Geographical Preferences

Preferred Deal Types

Preferred Verticals

Accounting, Audit and Tax Services (B2B), Agriculture, BPO/Outsource Services, Building Products, Chemicals and Gases, Commercial Transportation, Construction and Engineering, Consulting Services (B2B), Distributors/Wholesale, Energy Refining, Energy Services, Financial Services, Government, Healthcare, IT Services, Legal Services (B2B), Legal Services (B2C), Logistics, Media, Media and Information Services (B2B), Metals, Minerals and Mining, Office Services (B2B), Raw Materials (Non-Wood), Real Estate Services (B2C), Retail, Software

United States

Buyout/LBO, Corporate, Early Stage VC, IPO, Merger/Acquisition, Public Investment 2nd Offering

CleanTech, Infrastructure, Internet of Things, Life Sciences, Manufacturing, SaaS

188

Webster Equity Partners | PE/Buyout Profile General Information Description Founded in 2003, Webster Equity Partners is a private equity firm based in Waltham, Massachusetts. The firm seeks to invest in the healthcare services sector. Website

www.websterequitypartners.com

Total Investments

199†

Entity Types

PE/Buyout Financing Advisory

Active Portfolio

Investments (TTM)

36†

Exits

Med. Round Amount

$39.45M

Med. Valuation

$56.50M

# of Professionals

Also Known As

Webster

Formerly Known As

Webster Capital

Legal Name

Webster Equity Partners, LLC

Investor Type

PE/Buyout (Primary Type) Growth/Expansion

Investor Status

Actively Seeking New Investments

Year Founded

2003

AUM

$2.85B

Dry Powder

$1.84B

† Includes add-ons All investments are equity/add-on investments only

Contact Information Primary Contact

Primary Office

David Malm

1000 Winter Street

Managing Partner dmalm@websterequitypartners.com Phone: +1 (781) 419-1504

Center Entrance Waltham, MA 02451 United States Phone: +1 (781) 419-1515 Fax: +1 (781) 419-1516

Investment Preferences Preferred Investment Amount

$20M - $60M

Preferred Revenue

$20M - $200M

Preferred Company Valuation

$25M - $150M

Preferred Deal Size

$15M - $200M

Preferred EBITDA

$5M - $15M

Preferred Industries

Preferred Deal Types

Preferred Verticals

Other Investment Preferences

Commercial Services, Consumer Products and Services (B2C), Healthcare

Add-on, Buyout/LBO, Management Buyout, PE Growth/Expansion

Life Sciences, Manufacturing, Oncology

Long-Term Investor, Prefers majority stake, Prefers minority stake, Seeks ESG investments, Will lead on a deal, Will syndicate

189

Overview

Sector Focused

WestView Capital Partners is a Boston-based private equity

firm focused on partnering with managers of growth-oriented middle market companies.

Our partnership model is deeply rooted in investing with management teams

BUSINESS SERVICES

IT SERVICES

SOFTWARE

HEALTHCARE IT & OUTSOURCING

GROWTH INDUSTRIAL

CONSUMER

who have a meaningful equity stake in their businesses. As a result of this core

aspect of our investment philosophy, we are equally comfortable investing in minority and majority ownership situations. We manage approximately $1.7 billion of committed capital across four funds.

Investment Philosophy and Criteria We seek to invest $15 to $60 million of equity in companies and can structure larger investments through the direct co-investment of our limited partners.

Our control-agnostic investing approach allows us to partner with exceptional

managers across a variety of transactions, including recapitalization, growth, buyout and consolidation transactions.

We focus on companies with the following criteria: •

Consistency and growth in historical financial performance

•

EBITDA between $3 and $25 million

• •

Revenue of at least $10 million

Sustainable competitive advantages and market position

WestView Professionals

WestView by the Numbers

INVESTMENTS

Carlo von Schroeter

Rick Williams

John Turner

Matt Carroll

Managing Partner cvs@wvcapital.com

Managing Partner rjw@wvcapital.com

General Partner jht@wvcapital.com

General Partner mtc@wvcapital.com

Jonathan Hunnicutt

Greg Thomas

Jeff Clark

Kevin Daury

General Partner jeh@wvcapital.com

General Partner gwt@wvcapital.com

Principal jlc@wvcapital.com

Chief Financial Officer kmd@wvcapital.com

Kevin Twomey

Thomas Vo

Brett Rocheleau

Josh Kantor

Vice President kjt@wvcapital.com

Vice President tvo@wvcapital.com

Vice President bmr@wvcapital.com

Senior Associate jak@wvcapital.com

Thomas Gilligan

Jeff Klofas

Matthew Desforge

Cheryl Czyrklis-Coleman

Senior Associate tjg@wvcapital.com

Senior Associate jmk@wvcapital.com

Associate mjd@wvcapital.com

Office Manager cac@wvcapital.com

46% /54%

MINORITY / MAJORITY

38%+

AVERAGE MANAGEMENT OWNERSHIP

30+

PORTFOLIO EXECS INVESTED IN OUR FUNDS

www.wvcapital.com P: 617-261-2050 F: 617-261-2060 | 125 High Street, Suite 2612, Boston, MA 02110

190

White Wolf Capital Group, Inc. General Information Fund Manager

White Wolf Capital Group

Access Point

N/A

Fund Category

Private Equity and Private Credit

Fund Type

Buyout/LBO and Private Credit

Size

N/A

Domicile

Miami, Chicago, Montreal, NYC

Fund Status

N/A

Fund Native Currency

USD

Open Date

2011

SBIC

Fundraising History Target Size

Private Equity Investment Targets: $10-200mm Revenues & up to $20mm in EBITDA Private Credit Investment Targets: Investment size of $5-50mm and EBITDA of $3-10mm.

Additional Note: E Estimated PG Estimated based on peer group data

Contact Information Fund Managers White Wolf Capital Group

Headquarters 501 Brickell Key Drive Suite 104 Miami, FL 33131 United States Phone: +1 (786) 441-8441 info@whitewolfcapital.com

Investment Preferences Preferred Deal Types

Other Investment Preferences

Buyout/LBO and Private Credit

191

WILsquare Capital | PE/Buyout Profile General Information Description Founded in 2015, WILsquare Capital is a private equity firm based in Saint Louis, Missouri. The firm seeks to invest in lower-middle companies primarily in the Midwest and South. The firm seeks to invest in companies operating in the business service, technology infrastructure & services, distribution, value-added re-seller, niche manufacturing, eCommerce and catalog-based enterprise sectors. Website

www.wilsquare.com

Total Investments

10†

Entity Type

PE/Buyout

Active Portfolio

Also Known As

WILsquare

Investments (TTM)

3†

Legal Name

WILsquare Capital LLC

Exits

Investor Type

PE/Buyout (Primary Type) Growth/Expansion

# of Professionals

Investor Status

Actively Seeking New Investments

Year Founded

2015

AUM

$260.00M

† Includes add-ons All investments are equity/add-on investments only

Contact Information Primary Contact

Primary Office

Andrew Scharf

Three CityPlace Drive

Director ascharf@wilsquare.com Phone: +1 3145480919

Suite 1090 Saint Louis, MO 63141 United States Phone: +1 (314) 925-7650 info@wilsquare.com

Investment Preferences Preferred EBITDA

$3M - $10M

Preferred Industries

Geographical Preferences

Preferred Deal Types

Preferred Verticals

Other Investment Preferences

Commercial Services, Consumer Products Distributors/Wholesale, Value-Added Resellers Information Technology, Services (NonFinancial) B2B Services, Consumer Services,

Midwest, South

Add-on, Buyout/LBO, PE Growth/Expansion

E-Commerce, Infrastructure, Manufacturing Industrials,

Prefers majority stake, Will syndicate

192

Acquisition & Growth Capital Fundamental Income (“FI”) is a cash buyer of single-tenant, free-standing real estate led by seven investment partners with a combined 50 years and $15 billion of net lease, capital markets and real estate experience. FI is backed by Brookfield Asset Management (NYSE: BAM), a $625 billion global asset manager. Please find an overview of our investment criteria below:

Target Deal Size

$5 - $500mm

Lease Term

15+ Years

Asset Type Mission critical, customer facing properties and

support facilities across multiple industries, including:

Transaction Type

• Sale Leasebacks • 3rd Party Lease Assumptions • Ground-up Development

Automotive

Healthcare

Industrials & Manufacturing

Hospitality & Entertainment

Supply Chain

Consumer Products & Services

• Portfolios and One-offs

Target Cap Rate

6.00 - 8.00%

Rent Increases Annual rent increases preferred; periodic rent increases considered

Geography

Primary, Secondary and Tertiary Markets; United States New Construction & Build-to-Suit Financing

FI can provide construction financing or binding take-out commitments to tenants and developers. Transaction Process

FI offers a partner-led investment process providing clients the unique ability to deal directly with decision makers from start to finish allowing for clear communication, efficiency, and certainty of close. Each partner of FI serves as a member of the Investment Committee expediting initial review and negotiation.

For further information, please contact: Alexi Panagiotakopoulos, alexi@fundamentalincome.com

Charlie Alm, charlie@fundamentalincome.com

Greg Lang, greg@fundamentalincome.com

Reed Dodenhoff, reed@fundamentalincome.com

Partner, Chief Investment Officer Partner

Partner Partner

2425 Camelback Rd., Ste. 700, Phoenix, Arizona 85016 | fundamentalincome.com | 480.618.0250

193

Longshore Capital Partners | PE/Buyout Profile General Information Description Founded in 2020, Longshore Capital Partners is a middle-market private equity manager based in Chicago, Illinois. The Firm seeks to take control positions in services businesses based in North America. Website

www.longshorecp.com

Total Investments

16†

Entity Type

PE/Buyout

Active Portfolio

Legal Name

Longshore Capital Management LLC

Investments (TTM)

6†

Investor Type

PE/Buyout

Exits

Investor Status

Actively Seeking New Investments

Med. Round Amount

$45.00M

Year Founded

2020

Med. Valuation

$25.12M

AUM

$210.00M

# of Professionals

Dry Powder

$60M

† Includes add-ons All investments are equity/add-on investments only

Contact Information Primary Contact

Primary Office

Ryan Anthony

110 North Wacker Drive

Co-Founder, Partner & Co-Lead, Investment Committee ranthony@longshorecp.com Phone: +1 (312) 237-3405

Suite 3150 Chicago, IL 60606 United States Phone: +1 (312) 237-3838 info@longshorecp.com

Investment Preferences Preferred Investment Amount

$10M - $50M

Preferred Revenue

$5M - $100M

Preferred EBITDA

$5M - $15M

Preferred Industries

Geographical Preferences

Preferred Deal Types

Preferred Verticals

Other Investment Preferences

BPO/Outsource Services, Consulting Services (B2B), Education and Training Services (B2B), Environmental Services (B2B), Human Capital Services, Information Technology, Insurance, Legal Services (B2B), Logistics, Media and Information Services (B2B), Office Services (B2B), Other Commercial Services, Other Consumer Products and Services, Other Financial Services, Security Services (B2B), Services (Non-Financial)

North America

Buyout/LBO, PE Growth/Expansion

AdTech, B2B Payments, FinTech, HR Tech, InsurTech, Legal Tech, Marketing Tech, Mortgage Tech, Supply Chain Tech, TMT

Prefers majority stake

194

ACG Atlanta

2021-22 Board of Directors Pictured Front Row, Left to Right:

Pictured Back Row, Left to Right:

Not Pictured:

Beth Turner, RSM US LLP Ann Cox Steve Tye, Croft & Bender Virginia Kiseljack, PNC Business Credit Chevenry Arnold, EY

Jeremy Ellis, Genesis Capital Melanie Brandt, Association for Corporate Growth Jesse Speltz, Cabretta Capital Hazen Dempster, Troutman Pepper Colby Schwartz, Fifth Third Securities Reese Henson, Cadence Bank Gregory Worthy, Bryan Cave Leighton Paisner Gloria Kantor, Association for Corporate Growth Luis Reyes, Cherry Bekaert Karan Ishwar, Argenbright Holdings

Jackson Bender, Brown & Brown David Calhoun, Morris, Manning & Martin David Clifton, Intercontinental Exchange David Cusimano, Accel-KKR Jim Douglass, Fulcrum Equity Partners Anthony Hauser, MSouth Equity Partners Justin King, King & Spalding Bill Lundstrom, Eagle Merchant Partners Tom Matthesen, Thrive Farmers Coffee Cardell McKinstry, Aprio Giny Mullins, Linx Partners Karen Robinson Bill Wade, Company.com

196

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Apply before March 31 for the

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