Page 112 - TACC 2023 Program

Who We Are, What We Do, Who We Serve

GulfStar is one of the leading middle market investment banking firms in the United States, with deep experience
in mergers and acquisitions, private capital placement and strategic advisory to companies with revenues
ranging from $25 million to $350 million. Since its formation in 1990, GulfStar has completed more than 750
transactions in 38 states and 18 foreign countries across a variety of industries.

Mergers & Acquisitions Raising Capital Advisory Services

e Sale to a Strategic Buyer e Senior Debt e Financial Restructuring
e Sale to a Private Equity Group e Subordinated Debt e Strategy Advisory
e Buy-Side Advisory e Minority Equity e Opinion Services
e Recapitalizations e Hybrid Strategies e Expert Testimony
e Venture Capital e Succession Planning
Recent Transactions

TM
a portfolio company of a portfolio company of
a portfolio company of
has completed a majority has completed a majority has completed a majority has completed a majority has completed a majority
recapitalization with strategic partnership with has been acquired by recapitalization with has been aquired by recapitalization with recapitalization with recapitalization with has been acquired by
a portfolio company of
GulfStar Group advised GulfStar Group advised GulfStar Group advised GulfStar Group advised GulfStar Group advised GulfStar Group advised GulfStar Group advised eTech GulfStar Group advised GulfStar Group advised
Divcon EMS Austin, Inc. Trelltex, Inc. Worldwide Rock Enterprises, LP Purge Rite, LLC MES Partners, Inc. Nevada Drywall Stucco & Stone Inc. Environmental & Safety Solutions, Inc. TriStar Group, Inc. Forged Components Inc.

has received a minority has sold its industrial has completed a majority has completed a majority
has been acquired by growth investment from cleaning division to recapitalization with has acquired recapitalization with has been acquired by has been acquired by has been acquired by
a portfolio company of
GulfStar Group advised GulfStar Group advised GulfStar Group advised GulfStar Group advised GulfStar Group advised GulfStar Group advised GulfStar Group advised GulfStar Group advised GulfStar Group advised
Farmer’s Copper, Ltd. PNW Metal Recycling, Inc. Matrix Service Company Displayit Inc. Del Sol Food Company, Inc. Mat Tech USA, LLC Champions Hydro-Lawn, Inc. Enduro Composites, Inc. PowerTherm Co., Inc.
Industries Transaction Types

e Energy, Power & Infrastructure 9%
e Consumer Products & Services
e Industrial Services & Manufacturing 15% e Sell-Side M&A
e Specialty Distribution 41% e Capital Raise
e Environmental & Sustainability 59% e Buy-Side M&A
e Business Services e Strategic Buyer Sale
e Software & Tech-Enabled Services 76% e Financial Buyer Sale
e Healthcare

GulfStar Managing Directors
Cliff Atherton Bryan Frederickson Kent Kahle Colt Luedde Scott Winship
[email protected] [email protected] [email protected] [email protected] [email protected]
Charlie Craig Tom Hargrove Brian Lobo Ben Stanton
[email protected] [email protected] [email protected] [email protected]
GulfStar Group | 700 Louisiana Street, Suite 3800, Houston, Texas 77002 | 713.300.2020 | www.gulfstargroup.com
Securities offered through GulfStar Group I, Ltd., an affiliated entity, member of FINRA -SIPC (BrokerCheck.com)