Page 129 - TACC 2023 Program
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0INVESTMENT CRITERIA
                            Investment Type   Majority or Minority Equity
                                 Industries   Value-added distribution, specialty services, and niche manufacturing
                               Company Size   $4-20+ million of EBITDA
                           Transaction Types   •  Recapitalizations               •  Family Successions
                                          •  Management Buyouts                   •  Growth Capital
                                 Flexibility   Demonstrated ability to evaluate and close transactions with complex / sticky ownership situations, customer or
                                         vendor concentration, and other commonly identified traits within lower middle-market businesses
                                Geography   United States

                    CURRENT PORTFOLIO
                             Selinsky FORCE   In-plant services provider of industrial, refractory, piping, power, construction, and equipment rental services to
                                Canton, OH   customers within the engineered materials, industrial manufacturing, power, civil construction, and other industrial
                         Management Buyout   end markets
                     Miller Integrated Solutions   In-plant services  provider  of industrial  cleaning, mechanical  &  construction, and environmental  services  to
                              Deer Park, TX   customers within the refining, petrochemical, chemical & agrochemical, utilities & energy, storage terminal, and
                         Management Buyout   other general industrial end markets
            eTech Environmental & Safety Solutions   Field  services  provider of regulatory mandated  soil  sampling &  testing, environmental  remediation, waste
                                Odessa, TX   management, and long-term compliance services  to  customers  within the upstream &  midstream energy,
                         Management Buyout   government, and industrial end markets
                       Marek Sawing & Drilling   Field  services provider of concrete scanning, cutting,  demolition,  and  placement  services,  providing  complete
                               Houston, TX   lifecycle  support  to  customers’ facilities within  the  commercial,  healthcare,  industrial,  education,  and  sports  &
                       Majority Recapitalization   entertainment end markets
                      Thorpe Specialty Services   In-plant services provider of specialty industrial corrosion, refractory, scaffolding & insulation services to customers
                               Houston, TX   within the chemical, petrochemical, power, natural resources (lime), pulp & paper, metals & mining, and other
                         Management Buyout   industrial and infrastructure end markets
                The Warehouse Rentals & Supplies   Value-added distributor of surface preparation, abrasive blasting & painting, safety equipment, and consumables
                               La Porte, TX   to customers within the industrial, commercial, infrastructure, transportation, and energy end markets
                         Management Buyout
                           Precision Impacts   Niche manufacturer  of  extruded  specialty aluminum and composite  over wrapped  cylinders,  tanks, and other
                            Miamisburg, OH   components to customers within the consumer, defense, industrial, medical, and sporting goods end markets
                       Majority Recapitalization
                   Jackson Infrastructure Services   Field services provider of underground fiberoptic, public infrastructure, and natural gas mainline infrastructure
                             West Jordan, UT   installation and maintenance services to customers within the telecom and utility end markets
                       Majority Recapitalization
                        I&I Soft Craft Solutions   In-plant services  provider of industrial  insulation, fireproofing, heat tracing, painting &  coating, refractory,
                            New Orleans, LA   scaffolding, and abatement services to customers within the LNG, refining, chemical, gas, processing, power, pulp
                       Majority Recapitalization   & paper, general industrial and marine end markets
                         Frankston Packaging   Niche manufacturer of custom and stock  folding  cartons, flexible packaging, pressure sensitive labels, and
                              Frankston, TX   corrugated boxes to customers within the food & beverage, concessions, foodservice, pharmaceutical, medical &
                       Majority Recapitalization   nutraceutical, and general retail end markets
                                ElectriCom   Field services provider of aerial & underground fiberoptic and power distribution installation and maintenance
                                  Paoli, IN   services to customers within the telecom and utility end markets
                       Minority Recapitalization
                 Shenandoah Industrial Solutions   Field services provider of critical storm drainage and pipeline infrastructure inspection, cleaning, remediation, and
                          Pompano Beach, FL   trenchless pipe repair (CIPP lining) maintenance services to customers within the municipality and commercial end
                         Management Buyout   markets
                             Apogee Lighting   Niche manufacturer of highly  engineered pressure-proof, tamper-proof, weather-proof  LED  lighting  fixtures to
                              Deer Park, NY   customers  within the industrial, infrastructure, and mass-transit end markets  as  well  as  innovative, custom
                       Majority Recapitalization   designed architectural fixtures to customers within the commercial and retail end markets
                            BMI Merchandise  Value-added  distributor of redemption  merchandise to customers  within  the family entertainment center,
                               Lakewood, NJ  amusement, bowling center, restaurant, cruise ship, movie theater, theme park, and sports complex end markets
                       Majority Recapitalization


                              KLH Capital | 4030 W. Boy Scout Boulevard, Suite 925 Tampa, FL 33607 | TEL: 813.222.0160
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