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GROWTH STRATEGIES • M&A • FINANCE #DEALNATION
SEPTEMBER 12, 2017
2017 ACGL AC A P I T A LCONNECTIONB O O K L E T
SPONSORED BY:
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2017 ACG LA CONFERENCE CAPITAL CONNECTION
PARTICIPANTS
CAPITAL CONNECTION SPONSORED BY
Bars Sponsored by:
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COMPANY TABLE STATEPRIVATEEQUITY
MEZZANINE/JR. DEBT SR. DEBT OTHER
AEA Investors LP 2 NY X
Akoya Capital Partners, LLC 3 IL X
Alaris Royalty Corp. 4 AB X
Alcentra Capital 5 NY X
Align Capital Partners 7 OH X
Altus Capital Partners 8 IL X
American Infrastructure Funds 11 CA X
Ardenton Capital 12 IL X
Atlantic Street Capital Management LLC 14 CT X
Audax Group 15 MA X
Avante Mezzanine Partners 16 CA X
Baird Capital 17 CA X
Balmoral Funds LLC 138 CA X
BBH Capital Partners 20 NY X
Bertram Capital 28 CA X
Bison Capital 29 CA X
Blue Wolf Capital Partners 31 NY X
Branford Castle Partners, LP 32 NY X
Bunker Hill Capital, L.P. 21 MA X
Calera Capital 33 MA X
CapitalSpring 34 NY X
Castanea Partners 35 MA X
Centerfield Capital Partners 36 IN X
CenterGate Capital 37 IL X
CenterOak Partners 44 TX X
Century Park Capital Partners 45 CA X
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COMPANY TABLE STATEPRIVATEEQUITY
MEZZANINE/JR. DEBT SR. DEBT OTHER
Chatham Capital 46 GA X
CITIC Capital 47 NY X
CIVC Partners 48 IL X
Clearlake Capital Group 49 CA X
Compass Group Management LLC 50 CA X
Comvest Partners 51 FL X
Convergent Capital 52 CA X
Corridor Capital, LLC 53 CA X
Crescent Capital 54 MA X
Crestline Investors 55 TX X
CVF Capital Partners 56 CA X
Cyprium Investment Partners LLC 9 IL X
Czech Asset Management, L.P. 57 CT X
Deerpath Capital Management, LP 58 NY X
Dorilton Capital 59 NY X
Eli Global, LLC 60 CT/NC X
Elm Park Capital Management 61 TX X
Encore Consumer Capital 62 CA X
Excellere Partners 63 CO X
First National Capital, LLC 64 CA X
Florac 65 CA X
Founders Advantage Capital 66 AB X
Frontenac 69 IL X
Gauge Capital 70 TX X
GCM Grosvenor 71 CA X
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COMPANY TABLE STATEPRIVATEEQUITY
MEZZANINE/JR. DEBT SR. DEBT OTHER
Gemspring Capital 72 CT/NY X
Gen Cap America, Inc. 73 TN X
Geneva Glen Capital LLC 74 IL X
GenNx360 Capital Partners 75 NY X
Graycliff Partners LP 76 NY X
Gryphon Investors 77 CA X
H.I.G. Capital 78 CA/FL X
Harbour Group 79 MO X
High Road Capital Partners 80 NY X
Highview Capital 81 CA X
Hilco Global 82 IL X
Huron Capital Partners 83 MI X
Incline Equity Partners 84 PA X
Insight Equity 85 TX X
KCB Private Equity 86 CA X
KeyBank Business Capital 10 WA X
L Squared Capital Partners 87 CA X
LaSalle Capital 88 IL X
LightBay Capital 89 CA X
Lineage Capital, LLC 90 MA X
Main Street Capital Corporation 91 TX X
Maranon Capital 92 IL X
Midwest Mezzanine Funds 93 IL X
Millenium Capital Partners 94 CA X
Monroe Capital LLC 95 CA/IL X
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COMPANY TABLE STATEPRIVATEEQUITY
MEZZANINE/JR. DEBT SR. DEBT OTHER
New Heritage Capital 96 MA X
NexPhase Capital 97 NY X
Nolan Capital LLC 98 CA X
Northcreek Mezzannine 99 OH X
Northlane Capital Partners 100 DC/VA X
OFS Capital 101 CA X
OpenGate Capital LLC 102 CA X
ORIX USA Corporation 103 TX X
Parallel49 Equity 104 BC X
PennantPark Investment Advisers, LLC 13 NY X
Platte River Equity 105 CO X
PNC Business Credit 106 CA X
PNC Riverarch Capital 107 PA X
Private Capital Research, LLC 108 PA X
Prospect Capital Management 109 NY X
Prospect Partners 110 CA/IL X
Prudential Capital Group 111 CA/IL X
Regent 18 CA X
Riata Capital Group 30 TX X
RLJ Equity Partners 112 CA X
Rockwood Equity Partners 113 OH X
Sabine Capital Partners 114 TX X
Saw Mill Capital 115 NY X
Sentinel Capital Partners 116 NY X
Serent Capital 117 CA X
SFW Capital Partners 118 NY X
Solace Capital 119 CA X
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COMPANY TABLE STATEPRIVATEEQUITY
MEZZANINE/JR. DEBT SR. DEBT OTHER
Spanos Barber Jesse & Co. 120 CA X
St. Cloud Capital, LLC 121 CA X
Sterling Investment Partners 122 CT X
Summit Partners Credit Advisors 123 MA X
Sun Capital Partners 124 FL X
Tailwind Capital 125 NY X
Tenex Capital Management 126 NY X
The Edgewater Funds 127 IL X
The Gladstone Companies 128 CA X
The Gores Group 129 CA X
The Jordan Company, LP 130 NY X
The Riverside Company 131 CA/OH X
Tide Rock Ventures 132 CA X
Tinicum, Incorporated 133 CA X
Transom Capital Group 134 CA X
Tregaron Capital Company 135 CA X
Triangle Capital Corporation 136 NC X
Trivest Partners 137 FL X
TSG Consumer 19 CA/NY X
VMG Partners 139 CA X
Wafra Partners LLC 140 NY X
Watermill Group 141 MA X
Webster Capital 142 MA X
WestView Capital Partners 143 MA X
Wingate Partners 144 TX X
Thank You for participating in the2017 ACG LA Capital Connection
ACG_2017-Booklet.indd 7 9/5/17 10:44 PM
IT’S YOUR VISION.WE’LL HELP YOU REALIZE IT.
BETH HAASPARTNER
216 453 4539
CLEVELAND
NICK STONEMANAGING DIRECTOR
312 283 8801
CHICAGO
WES OWENMANAGING DIRECTOR
646 571 1623
NEW YORK
For almost 20 years, the partners at Cyprium have
been helping family and management-owned
companies realize their strategic vision without
giving up economic or operational control.
General Investment Criteria
Flexible Capital Solutions
Contact a member of our team to
discuss your junior capital needs.
• MINORITY COMMON EQUITY
• PREFERRED STOCK
• SUBORDINATED DEBT
• MINIMUM HISTORICAL EBITDA OF $8 MILLION
• INVESTMENT SIZE OF $10 - $60 MILLION
• HISTORY OF PROFITABLE OPERATIONS
• MANUFACTURING, DISTRIBUTION OR BUSINESS SERVICES
NON-CONTROL CAPITAL FOR THE MIDDLE MARKET
CYPRIUM.COM
Cyprium_8.125x10.25_v08FINAL_crops.indd 1 8/1/17 1:50 PMACG_2017-Booklet.indd 8 9/5/17 10:44 PM
KeyBanc Capital Markets is a trade name under which corporate and investment banking products and services of KeyCorp and its subsidiaries, KeyBanc Capital Markets Inc., Member NYSE/FINRA/SIPC, and KeyBank National Association (“KeyBank N.A.”), are marketed. Key.com is a federally registered service mark of KeyCorp. ©2017 KeyCorp. 170810-271901
Ideas are the new currency
At KeyBanc Capital Markets,® more than 800 professionals leverage extensive industry knowledge, equity and debt capital markets expertise, and a leading merger and acquisition advisory practice, to deliver strategic solutions that help our clients capitalize on opportunities.
Investment Banking | Capital Markets
Syndicated Finance | Risk Management
For fresh ideas and solutions, use the red key®:
Gerry Barredo Managing Director California Corporate Banking Head 415-486-3424 [email protected]
key.com/corporate
ACG_2017-Booklet.indd 9 9/5/17 10:44 PM
590 MADISON AVENUE, 15TH FLOOR | NEW YORK, NY 10022 | (212) 905 1000 | PENNANTPARK.COM
PennantPark is an industry leading credit platform focused on direct lending to middle market companies across all sectors of the economy.
Founded in 2007 and headquartered in New York, PennantPark manages in excess of $2.0 billion across
various publicly-traded and private vehicles.
Since inception, PennantPark has invested more than $6.2 billion into more than 500 portfolio
investments, throughout North America and and Western Europe. Our borrower clients include private
equity sponsors, management teams, entrepreneurs, and other privately held businesses.
PennantPark’s long-term “trusted partner” approach, conflict-free business model and diversity of
capital pools allows us to provide borrower clients with solutions across the capital structure including
first lien, stretch senior, unitranche, second lien or last out, subordinated debt, mezzanine, and equity
co-investments.
We invest and hold up to $75 million per deal for companies with $10+ million EBITDA.
What sets us apart:
AMPLE LIQUIDITY. Seeking to fund new investments
SPEED. Quick feedback, commitment, diligence and documentation process
NO SURPRISES. Consistent feedback and support throughout the deal process
USER FRIENDLY. Service oriented approach, patient partner
INDEPENDENT. No affiliations with a private equity fund
PennantPark Professionals Attending ACG LA:
JAMES STONE
(310) 752-9018
NEW YORK CHICAGO HOUSTON LOS ANGELES LONDON
TERENCE CLERKIN
(212) 905-1038
JAMES HEYER
(212) 905-1036
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INDUSTRIES OF INTEREST
GEOGRAPHIES
Technology | Consumer | Industrial | Media
North America | Europe | Latin America | Asia
Regent is a global private equity firm focused on acquiring businesses and realizing exponential growth through operational
improvements and strategic capital deployment.
Since its inception, Regent has acquired businesses from leading Fortune 500 and large-cap companies around the globe.
Phone: +1 310-299-4100 | Email: [email protected] | Website: www.regent.co9720 Wilshire Blvd, Beverly Hills, CA 90212
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Riata Capital Group is a leading private equity firm that partners with seasoned management teams
to invest in growing, profitable, privately-held companies across North America with a focus on four
core industry sectors – business solutions, consumer, energy services and healthcare services.
We take a selective approach to investing in high-potential businesses whose owners and management
teams want an investment partner with the capital, experience, and record of successful collaboration
required to achieve their liquidity and value-creation objectives. We provide entrepreneurs and
management teams the support they need to build exceptional middle market companies.
3889 Maple Avenue, Parkland Hall, Suite 220 Dallas, Texas 75219 tel 214.740.3600
RIATACAPITAL.COM
INVESTMENT PARAMETERS
• Equity investments of $15 - $75 million
• EBITDA of $5 - $30 million
• Enterprise value of $25 - $250 million
VALUE PROPOSITION
Partnering with Riata provides access to a high-energy and seasoned investment team, complemented
by a bench of highly experienced and successful Operating Partners who are trusted advisors to
management teams.
• Differentiated investment experience
• Seasoned Operating Partners
• Substantial knowledge and experience in our core sectors
• Extensive network of relationships
• Success with organic and acquisition-driven growth initiatives
• Strong strategic and organizational development capabilities
• Enhanced access to capital markets
• Experience positioning companies for successful liquidity events
FLEXIBLE STRUCTURES
• Recapitalizations, buyouts, growth capital, divisional carve-outs, and CEO-led buy & builds• Control or non-control investments
• Flexible capital structures
HYPRO ENERGY
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Representative 2017 Transactions
Securus, Inc. d/b/a Holdrite sale of stock to
Reliance Worldwide Corporation
Beijing | Brussels | Century City | Chicago | London | Los Angeles | New York | Orange County | Palo AltoSan Diego (Downtown) | San Diego (Del Mar) | San Francisco | Seoul | Shanghai | Washington, D.C.
www.sheppardmullin.com
Littlejohn & Co. joint venture with
Harren Capital Partners to acquire
Alliance Ground Int’l and Cargo Force
Windsor Fashions, Inc. sale of a majority
of its stock to Windsor Ultimate
Holding, LLC and Sun Co-Invest Windsor, L.P.
Karoun Dairies, Inc. and Central Valley
Cheese, Inc. sale to LAG Holding, Inc., a subsidiary of
Parmalat Group
Fusion Partners, LLC and FP, LLC
sale to Quad-C Management
Mercury Systems, Inc. acquisition of
Delta Microwave, LLC
ERBA Diagnostics Mannheim GmbH
acquisition of Calbiotech, Inc. and its affiliates
LendingTree, LLC acquisition of
Camino Del Avion (Delaware), LLC
d/b/a MagnifyMoney
Ardian cross-border acquisition of Italy-based Dynamic
Technologies S.p.A
Opus Equity Partners equity investment in
Simplex Supplies, Inc. and Lightcap
Industries, Inc.
Dynamic Real Estate Partners
counsel to two investors in the formation of real
estate developer joint venture
Allied Universal acquisitions of
Yale Enforcement Services and ALERT Protective Services
Synergy Pharmaceuticals Inc.
(NASDAQ: SGYP) follow on public offering
Wencor, LLC acquisition of
Accessory Technologies Corporation
CloudVirga, Inc. has been
recapitalized by Incenter LLC
ContraVir Pharmaceuticals, Inc.
(NASDAQ: CTRV) follow-on public offering
TransportationEquipment Inc. d/b/a Pulltarps
stock and asset sale to Roll-Rite, LLC
Ladenburg Thalmann & Co., Inc.
as Placement Agent of $10.125 Million
Offering of MBOT
Opus Equity Partners Opportunity Fund I, LP
investment in That’s It Nutrition, LLC
Laidlaw & Co. (UK) Ltd. as Underwriter of
secondary public offering of Common Stock and
Preferred Stock of Mabvax Therapeutics, Inc. (NASDAQ: MBVX)
Bison Capital Work-Out and
Recapitalization of Sentinel Offender
Services, LLC
Laidlaw & Co. (UK) Ltd. as Underwriter of
secondary public offering of Common Stock, and
Warrants of Repros Therapeutics, Inc. (NASDAQ: RPRX)
Stearns Lending, LLC Purchase of Assets of Primary Capital
Mortgage, LLC
Montessori American School
asset and real property sale to
Endeavor Schools
Hollencrest Bayview Partners seed investment in Veracity Security Intelligence, Inc.
TerraForm Power sale of a portfolio of
residential solar facilities
Global Property Exchange, LLC
sale of membership interest in
Hudson & Marshall, LLC to FNTS Holding, LLC,
a wholly owned subsidiary of Fidelity
National Financial, Inc. (NYSE: FNF)
Bison Capital Partners V, L.P. and MV
Tech Blocker Corp. investment in MVConnect
Holdings, LLC
LendingTree, LLC asset acquisition of
Deposits Online, LLC d/b/a DepositAccounts
adidas AG sale of its TaylorMade,
Adams Golf and Ashworth golf brands to a newly formed affiliate of KPS Capital Partners
(Announced)
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