Page 130 - TACC 2023 Program

Latticework Capital Management (“LCM”) is a private equity investment firm established to make
control equity investments in the lower middle market, focused exclusively on the healthcare industry.
Latticework seeks to partner with entrepreneurs and management teams to execute customer focused
acquisition strategies in targeted healthcare subsectors.

LATTICEWORK TEAM

Dallas, TX based team of investment professionals with over 100 years of combined investing experience having
invested over $1.5 billion of equity capital into healthcare companies

Broad experience in middle-market healthcare investing, covering over 75 acquisitions across a diverse array of
industry subsectors

The LCM Executive Advisory Council is comprised of key healthcare industry executives and operating partners that
provide detailed knowledge of specific industry subsectors, proprietary deal sourcing capabilities, due diligence
assistance, and post-closing assistance in strategic and tactical execution of our Value Creation Plans

SECTORS OF INTEREST

HEALTHCARE PROVIDERS & PHARMACEUTICAL MEDICAL EQUIPMENT
BUSINESS SERVICES SERVICES

• Specialty Physicians • Manufacturing • Surgical Products
• Outsourced Services • Research & Development • Tools & Diagnostics
• Urgent Care • Regulatory & Quality • Imaging Equipment
• Behavioral Health • Supply Chain / Logistics • Manufacturing
• Animal Health • IT
• Physical Therapy
• Dental Service Organizations

TARGETING COMPANIES THAT DELIVER VALUE AND EFFICIENCY TO THE
HEALTHCARE ECOSYSTEM

Top-down theme-based investment approach allows LCM to Improve patient outcomes
focus on specific subsectors in which to source and pursue Eliminate unnecessary healthcare costs
investment opportunities Consumer-driven healthcare

Industry themes and trends focus on areas of growth and Increase efficiency
opportunity Align stakeholder incentives
Increased access to care

Latticework Capital Management | 100 Crescent Court | Suite 200 | Dallas, Texas 75201
www.latticeworkcapital.com