Page 129 - TACC 2025 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 a proven track
record of delivering exceptional results in merger and acquisition, private placement and strategic advisory
services. We advise private business owners and corporate clients with revenues ranging from $25 million to
$350+ million across a variety of key industry sectors. Founded in 1990, GulfStar has completed more than 750
transactions in 38 states and 18 foreign countries.

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

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
recapitalization with has been acquired by recapitalization with has been acquired by has sold its scrap metal division to recapitalization with strategic partnership with has been acquired by recapitalization with

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
AHI Supply Holdings, LLC PAT Tank Inc. Victory Energy Operations, LLC Texas Tool Traders Holdings, Inc. Wall Recycling, LLC Divcon EMS Austin, Inc. Trelltex, Inc. Worldwide Rock Enterprises, LP Purge Rite, LLC

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 received a minority has sold its industrial has completed a majority
has been aquired by recapitalization with recapitalization with recapitalization with has been acquired by has been acquired by growth investment from cleaning division to recapitalization with
a portfolio company of
GulfStar Group advised GulfStar Group advised GulfStar Group advised eTech GulfStar Group advised GulfStar Group advised GulfStar Group advised GulfStar Group advised GulfStar Group advised GulfStar Group advised
MES Partners, Inc. Nevada Drywall Stucco & Stone Inc. Environmental & Safety Solutions, Inc. TriStar Group, Inc. Forged Components Inc. Farmer’s Copper, Ltd. PNW Metal Recycling, Inc. Matrix Service Company Displayit Inc.
Industries Transaction Types

e Energy, Power & Infrastructure 8%
e Consumer Products & Services
e Industrial Services & Manufacturing 13% 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 79% e Financial Buyer Sale
e Healthcare

GulfStar Managing Directors
Cliff Atherton Bryan Frederickson Kent Kahle Colt Luedde Ben Stanton
[email protected] [email protected] [email protected] [email protected] [email protected]
Charlie Craig Tom Hargrove Brian Lobo Alex Pette Scott Winship
[email protected] [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)