Page 103 - TACC 2025 Program

Firm Overview Investment Criteria 1

Skylark Private Equity Partners is a Dallas, Texas based OW NERSHIP TYPES
private equity firm that invests in lower middle market
companies alongside entrepreneurs in niche business Businesses seeking first institutional capital partners:
service, healthcare service, and light manufacturing
sectors. Skylark’s investment professionals bring • Founder or family-led businesses
decades of experience investing in and operating small • Management buyouts
businesses to drive growth and equity value creation in • Corporate carveouts
partnership with our management teams.

Skylark makes equity investments in small businesses COMPANY CHARACTERISTICS
headquartered across the U.S. Southeast and Sunbelt
regions. We target control investments – typically
investing $10MM to $25MM of equity capital, with EBITDA of $3MM to $12MM
additional equity capital available from our limited
partners.
Defensible, high profit margins
We offer value-added resources to companies that are at Proven ability to grow organically at least 10%
an inflection point where the enhancements to the
executive team, technology and systems, and facility
infrastructure can accelerate long-term organic growth. Companies with high job creation capabilities

3811 Turtle Creek Blvd, Suite 1925, Dallas, TX 75219

UNLOCKING POTENTIAL | SKYLARK’S VALUE CREATION PLAN

Augment the existing leadership team Introduce and / or upgrade Create a proactive sales structure and
with talented and experienced hires technology systems to enable processes; track real-time progress of
scalable growth through enhanced the sales team
Clearly define roles throughout the operating capabilities, additional
organization and set responsibilities service offerings, improved customer Establish a proactive market
for existing and future personnel service, and KPI tracking awareness roadmap and analyze lead
funnel to improve conversion rates
Coach and mentor existing leadership Invest in facilities and equipment for
teams to grow into “next level” operational efficiency and growth, and Develop a client service team to
leaders set conditions for scalability across capture customer feedback and
the organization improve retention

(1) Provided herein is a general summary of Skylark's investment criteria for informational purposes only. Investors should review the applicable fund's legal offering documents, which detail
each fund's investment criteria and restrictions, prior to investing.