Page 111 - TACC 2023 Program

Genesis Park provides flexible, one-stop debt and equity capital
solutions for lower middle-market companies

Investment Strategy

✓ Focus on lower middle market companies with at least $10 million of revenue and/or $3 million of EBITDA
✓ Structures include senior secured debt, second lien/subordinated debt and preferred/common equity investments
✓ Seeking to invest $10 to $25 million in each investment (total capital commitment)
✓ Be a value-added partner by leveraging operational experience and strong regional networks
✓ Open to investing across the U.S., but target opportunities in the Southern U.S., predominately Texas and the Gulf Coast region
✓ Uses of capital: growth, acquisitions, debt refinancing, recapitalization, management buyout, family transfer

Investment Strategy Investment Strategy

✓ Proven business model with seasoned and committed ✓ Experienced leadership team with extensive network of
management team regional relationships. 100+ years of combined experience
investing in and building businesses
✓ Ability to maintain positive cash flow through various business
cycles ✓ Relationship oriented. People are important
✓ Defensible competitive advantage and/or differentiated ✓ Flexible, customized capital solutions. Structures are
product or service offerings designed for each unique situation
✓ Solid and sustainable margin structure ✓ Efficient and timely decision making. We are responsive and
execute in a timely manner
✓ Limited customer concentration
✓ Operational and strategic expertise. Partners have led
successful companies as CEOs or executive leaders and
serve on numerous boards

Diversified Industries

Business Industrial Information Advanced Value-Added Sustainable
Services Services Technology Manufacturing Distribution Energy

Investment Team
Curtis Hartman Paul Hobby Gina Luna
Managing Partner Managing Partner Managing Partner
[email protected] [email protected] [email protected]
David Bilger Simon Haidamous Payton Schramm Andrew Winters
Managing Director Director Vice President Senior Associate
[email protected] [email protected] [email protected] [email protected]
520 Post Oak Blvd, Suite 850, Houston, Texas 77027 | 713.489.4650 | [email protected]